Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ILCB 1000.00%
2 IYY 1000.00%
3 IWV 1000.00%
4 IWS 1000.00%
5 IWR 1000.00%
6 IWP 1000.00%
7 IWF 1000.00%
8 IWD 1000.00%
9 IWB 1000.00%
10 ITOT 1000.00%
11 IMCV 1000.00%
12 IMCB 1000.00%
13 ILCV 1000.00%
14 GLOF 1000.00%
15 JKI 1000.00%
16 JKG 1000.00%
17 JKF 1000.00%
18 JKD 1000.00%
19 AQWA 8.93%
20 PHO 8.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.50M (12.55%) -159.14K
Decreased by -0.62%
Sep 30, 23
2 BlackRock Inc 12.29M (6.05%) -398.10K
Decreased by -3.24%
Sep 30, 23
3 FMR Inc 7.25M (3.57%) 196.49K
Increased by +2.71%
Sep 30, 23
4 HHG PLC 6.43M (3.17%) -300.44K
Decreased by -4.67%
Sep 30, 23
5 Amvescap Plc. 6.42M (3.16%) -68.64K
Decreased by -1.07%
Sep 30, 23
6 Apg All Pensions Group 5.43M (2.67%) -335.58K
Decreased by -6.18%
Sep 30, 23
7 Trian Fund Management LP 5.42M (2.67%) -79.48K
Decreased by -1.47%
Sep 30, 23
8 State Street Corporation 3.96M (1.95%) 210.63K
Increased by +5.31%
Sep 30, 23
9 Pictet Asset Manangement SA 3.74M (1.84%) 3.74M
Increased by +100.00%
Sep 30, 23
10 Amundi 2.97M (1.46%) -12.49K
Decreased by -0.42%
Sep 30, 23
11 Geode Capital Management, LLC 2.92M (1.44%) 53.06K
Increased by +1.82%
Sep 30, 23
12 Goldman Sachs Group Inc 2.85M (1.40%) -566.66K
Decreased by -19.88%
Sep 30, 23
13 Franklin Resources Inc 2.60M (1.28%) 272.79K
Increased by +10.51%
Sep 30, 23
14 Royal London Asset Management Ltd 2.13M (1.05%) -324.56K
Decreased by -15.22%
Sep 30, 23
15 JPMorgan Chase & Co 2.07M (1.02%) -134.64K
Decreased by -6.52%
Sep 30, 23
16 Fiduciary Management, Inc. of Milwaukee 2.00M (0.99%) -93.38K
Decreased by -4.67%
Sep 30, 23
17 WCM Investment Management 1.87M (0.92%) -33.23K
Decreased by -1.78%
Sep 30, 23
18 Northern Trust Corp 1.69M (0.83%) 99.76K
Increased by +5.89%
Sep 30, 23
19 Brown Advisory Holdings Inc 1.64M (0.81%) 760.80K
Increased by +46.49%
Sep 30, 23
20 Bank of New York Mellon Corp 1.61M (0.79%) -75.13K
Decreased by -4.65%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.39M (3.15%) 7.64K
Increased by +0.12%
Nov 30, 23
2 Vanguard Mid Cap Index Institutional 4.64M (2.28%) 5.80K
Increased by +0.12%
Nov 30, 23
3 Vanguard Institutional Extnd Mkt Idx Tr 2.95M (1.45%) 54.28K
Increased by +1.84%
Nov 30, 23
4 WCM Focused International Growth Instl 2.92M (1.44%) -54.48K
Decreased by -1.87%
Sep 30, 23
5 WCM Inv Mgt Focused Growth Intl 2.92M (1.44%) -54.48K
Decreased by -1.87%
Sep 30, 23
6 Vanguard Total Intl Stock Index Inv 2.79M (1.37%) 8.19K
Increased by +0.29%
Nov 30, 23
7 Pictet-Water I EUR 2.38M (1.17%) -366.72K
Decreased by -15.40%
Nov 30, 23
8 Janus Henderson Enterprise D 2.03M (1.00%) -6.90K
Decreased by -0.34%
Sep 30, 23
9 Janus Inst Mid Cap Growth CF 2.03M (1.00%) -6.90K
Decreased by -0.34%
Sep 30, 23
10 Vanguard Value Index Inv 1.68M (0.83%) 3.61K
Increased by +0.22%
Nov 30, 23
11 Vanguard Developed Markets Index Admiral 1.67M (0.82%) 16.57K
Increased by +0.99%
Nov 30, 23
12 Acatis Value Event Fonds A 1.65M (0.81%) 0.00
Increased by 0.00%
Nov 30, 23
13 Vanguard Mid-Cap Value ETF 1.64M (0.81%) -7.20K
Decreased by -0.44%
Nov 30, 23
14 FMI International Investor 1.62M (0.80%) 0.00
Increased by 0.00%
Sep 30, 23
15 Fiduciary Mgt of Milwaukee Intl Comp 1.62M (0.80%) 0.00
Increased by 0.00%
Dec 31, 23
16 Vanguard Instl Ttl Intl Stk Mkt Idx TrII 1.33M (0.65%) 12.44K
Increased by +0.94%
Nov 30, 23
17 Impax Water Strategy Composite 1.31M (0.65%) -72.71K
Decreased by -5.55%
Oct 31, 23
18 Diamond Hill Large Cap Equity 1.25M (0.62%) 40.91K
Increased by +3.27%
Dec 31, 23
19 State St Russell Sm/Mid Cp® Indx NL Cl C 1.22M (0.60%) 27.70K
Increased by +2.28%
Dec 31, 23
20 Findlay Park American I USD Dist 1.14M (0.56%) -163.39K
Decreased by -14.34%
Sep 30, 23