Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYY 1000.00%
2 IVW 1000.00%
3 IVV 1000.00%
4 ILCG 1000.00%
5 IMCB 1000.00%
6 IVE 1000.00%
7 IUSV 1000.00%
8 IUSG 1000.00%
9 ITOT 1000.00%
10 IMCG 1000.00%
11 IXJ 1000.00%
12 JKG 1000.00%
13 JKE 1000.00%
14 IWY 1000.00%
15 IWX 1000.00%
16 JKD 1000.00%
17 IYH 1000.00%
18 IWV 1000.00%
19 IWL 1000.00%
20 IWF 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 51.63M (8.59%) 325.81K
Increased by +0.63%
Sep 30, 23
2 BlackRock Inc 51.38M (8.55%) 565.58K
Increased by +1.10%
Sep 30, 23
3 Capital Research & Mgmt Co - Division 3 30.25M (5.04%) 3.24M
Increased by +10.71%
Sep 30, 23
4 State Street Corporation 26.45M (4.40%) -605.57K
Decreased by -2.29%
Sep 30, 23
5 AllianceBernstein L.P. 22.74M (3.79%) 2.23M
Increased by +9.80%
Sep 30, 23
6 Bank of New York Mellon Corp 17.61M (2.93%) -99.50K
Decreased by -0.57%
Sep 30, 23
7 Wellington Management Company LLP 16.43M (2.74%) 1.39M
Increased by +8.46%
Sep 30, 23
8 Brown Advisory Holdings Inc 15.13M (2.52%) 818.85K
Increased by +5.41%
Sep 30, 23
9 Geode Capital Management, LLC 12.69M (2.11%) 279.75K
Increased by +2.20%
Sep 30, 23
10 Fisher Asset Management, LLC 7.31M (1.22%) -703.32K
Decreased by -9.62%
Sep 30, 23
11 Morgan Stanley - Brokerage Accounts 7.09M (1.18%) -592.42K
Decreased by -8.35%
Sep 30, 23
12 Northern Trust Corp 6.36M (1.06%) 241.35K
Increased by +3.80%
Sep 30, 23
13 Amundi 5.91M (0.98%) -1.50M
Decreased by -25.35%
Sep 30, 23
14 HHG PLC 4.87M (0.81%) 756.76K
Increased by +15.53%
Sep 30, 23
15 Legal & General Group PLC 4.54M (0.76%) -215.08K
Decreased by -4.74%
Sep 30, 23
16 Sands Capital Management, LLC 4.54M (0.75%) -127.04K
Decreased by -2.80%
Sep 30, 23
17 Royal Bank of Canada 4.00M (0.67%) -698.75K
Decreased by -17.48%
Sep 30, 23
18 UBS Asset Mgmt Americas Inc 3.86M (0.64%) -82.83K
Decreased by -2.14%
Sep 30, 23
19 Wellcome Trust Ltd. 3.51M (0.58%) 2.86M
Increased by +81.48%
Sep 30, 23
20 JPMorgan Chase & Co 3.50M (0.58%) 317.23K
Increased by +9.07%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 19.05M (3.17%) 22.95K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 14.81M (2.47%) 129.79K
Increased by +0.88%
Nov 30, 23
3 Vanguard Health Care Inv 9.39M (1.56%) 0.00
Increased by 0.00%
Sep 30, 23
4 American Funds Growth Fund of Amer A 8.32M (1.39%) 1.70M
Increased by +20.40%
Sep 30, 23
5 Capital Group Growth Fnd of Amer Comp 8.32M (1.39%) 1.70M
Increased by +20.40%
Sep 30, 23
6 SPDR® S&P 500 ETF Trust 7.48M (1.24%) -52.56K
Decreased by -0.70%
Dec 31, 23
7 Fidelity® 500 Index 7.08M (1.18%) 45.08K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 6.04M (1.01%) 3.61K
Increased by +0.06%
Dec 29, 23
9 AllianceBernstein US L/C Growth Eqty MF 5.49M (0.91%) -147.98K
Decreased by -2.70%
Nov 30, 23
10 Vanguard Growth Index Investor 5.36M (0.89%) 29.24K
Increased by +0.55%
Nov 30, 23
11 AB Large Cap Growth A 5.23M (0.87%) -137.67K
Decreased by -2.63%
Nov 30, 23
12 Capital Group AMCAP Composite 4.93M (0.82%) 602.81K
Increased by +12.24%
Sep 30, 23
13 VA CollegeAmerica Amcap 529A 4.93M (0.82%) 602.81K
Increased by +12.24%
Sep 30, 23
14 American Funds New Perspective A 4.85M (0.81%) 0.00
Increased by 0.00%
Sep 30, 23
15 Capital Group New Perspective Comp 4.85M (0.81%) 0.00
Increased by 0.00%
Sep 30, 23
16 Health Care Select Sector SPDR® ETF 4.52M (0.75%) -3.27K
Decreased by -0.07%
Dec 31, 23
17 Vanguard Institutional Index I 4.05M (0.67%) -9.19K
Decreased by -0.23%
Nov 30, 23
18 Sands Capital Global Growth Equity 3.47M (0.58%) -448.54K
Decreased by -12.92%
Mar 31, 23
19 American Funds Fundamental Invs A 3.43M (0.57%) -2.11K
Decreased by -0.06%
Sep 30, 23
20 Capital Group Fundamental Invtrs Comp 3.43M (0.57%) -2.11K
Decreased by -0.06%
Sep 30, 23