Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWD 1000.00%
2 IWS 1000.00%
3 IWV 1000.00%
4 IXN 1000.00%
5 IYW 1000.00%
6 IYY 1000.00%
7 JKD 1000.00%
8 JKE 1000.00%
9 JKF 1000.00%
10 JKG 1000.00%
11 JKI 1000.00%
12 IWB 1000.00%
13 IVV 1000.00%
14 IVE 1000.00%
15 IUSV 1000.00%
16 ITOT 1000.00%
17 IWR 1000.00%
18 IMCV 1000.00%
19 IMCG 1000.00%
20 IMCB 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.30M (12.32%) 11.93K
Increased by +0.16%
Sep 30, 23
2 BlackRock Inc 5.75M (9.71%) -6.01K
Decreased by -0.10%
Sep 30, 23
3 Hotchkis & Wiley Capital Management LLC 5.52M (9.31%) -440.62K
Decreased by -7.98%
Sep 30, 23
4 State Street Corporation 2.95M (4.97%) -66.56K
Decreased by -2.26%
Sep 30, 23
5 Amvescap Plc. 2.42M (4.07%) -42.45K
Decreased by -1.76%
Sep 30, 23
6 Ameriprise Financial Inc 1.81M (3.06%) 212.78K
Increased by +11.74%
Sep 30, 23
7 American Century Companies Inc 1.69M (2.86%) -149.07K
Decreased by -8.80%
Sep 30, 23
8 Wellington Management Company LLP 1.51M (2.54%) -692.73K
Decreased by -45.93%
Sep 30, 23
9 Geode Capital Management, LLC 1.36M (2.29%) 5.83K
Increased by +0.43%
Sep 30, 23
10 First Trust Advisors L.P. 1.12M (1.88%) -43.19K
Decreased by -3.87%
Sep 30, 23
11 Lyrical Asset Management LP 828.04K (1.40%) -17.76K
Decreased by -2.14%
Sep 30, 23
12 Renaissance Technologies Corp 809.08K (1.36%) -147.49K
Decreased by -18.23%
Sep 30, 23
13 Westfield Capital Management Company, LP 748.12K (1.26%) 44.76K
Increased by +5.98%
Sep 30, 23
14 Northern Trust Corp 709.88K (1.20%) 43.70K
Increased by +6.16%
Sep 30, 23
15 Franklin Resources Inc 636.27K (1.07%) -154.23K
Decreased by -24.24%
Sep 30, 23
16 Legal & General Group PLC 588.90K (0.99%) -2.92K
Decreased by -0.50%
Sep 30, 23
17 Charles Schwab Investment Management Inc 487.80K (0.82%) 950.00
Increased by +0.19%
Sep 30, 23
18 Acadian Asset Management LLC 484.52K (0.82%) 376.80K
Increased by +77.77%
Sep 30, 23
19 Bank of New York Mellon Corp 471.27K (0.79%) -1.35K
Decreased by -0.29%
Sep 30, 23
20 Dimensional Fund Advisors, Inc. 468.39K (0.79%) 21.46K
Increased by +4.58%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Windsor™ II Inv 2.10M (3.54%) -29.90K
Decreased by -1.43%
Sep 30, 23
2 Vanguard Total Stock Mkt Idx Inv 1.86M (3.13%) 2.12K
Increased by +0.11%
Nov 30, 23
3 Vanguard Small Cap Index 1.54M (2.59%) 5.99K
Increased by +0.39%
Nov 30, 23
4 Vanguard Institutional 500 Index Trust 1.45M (2.44%) 14.14K
Increased by +0.98%
Nov 30, 23
5 Vanguard Small Cap Value Index Inv 1.07M (1.80%) 3.17K
Increased by +0.30%
Nov 30, 23
6 Columbia Seligman Tech & Info A 1.05M (1.76%) 38.80K
Increased by +3.71%
Nov 30, 23
7 First Trust NASDAQ Cybersecurity ETF 953.58K (1.61%) 0.00
Increased by 0.00%
Dec 28, 23
8 Columbia Seligman Technology Growth 943.30K (1.59%) 88.00K
Increased by +9.33%
Sep 30, 23
9 Invesco Comstock A 818.84K (1.38%) 0.00
Increased by 0.00%
Nov 30, 23
10 Invesco Large Cap Value 818.84K (1.38%) 0.00
Increased by 0.00%
Sep 30, 23
11 Swedbank Robur Technology A 800.00K (1.35%) 0.00
Increased by 0.00%
Dec 31, 23
12 iShares MSCI USA Min Vol Factor ETF 764.03K (1.29%) -224.00
Decreased by -0.03%
Dec 29, 23
13 SPDR® S&P 500 ETF Trust 731.84K (1.23%) -5.11K
Decreased by -0.70%
Dec 31, 23
14 Fidelity® 500 Index 691.08K (1.17%) 4.40K
Increased by +0.64%
Nov 30, 23
15 American Century Mid Cap Value Inv 663.31K (1.12%) -76.78K
Decreased by -11.58%
Sep 30, 23
16 American Century U.S. Mid Cap Value 663.31K (1.12%) -76.78K
Decreased by -11.58%
Sep 30, 23
17 iShares Core S&P 500 ETF 594.44K (1.00%) 350.00
Increased by +0.06%
Dec 29, 23
18 Invesco S&P 500® Equal Weight ETF 553.88K (0.93%) 0.00
Increased by 0.00%
Dec 29, 23
19 Lyrical U.S. Value Equity - CS 473.53K (0.80%) 34.99K
Increased by +7.39%
Dec 31, 23
20 Vanguard Information Technology ETF 441.69K (0.75%) -17.89K
Decreased by -4.05%
Nov 30, 23