Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKI 1000.00%
2 IMCV 1000.00%
3 IMCG 1000.00%
4 IMCB 1000.00%
5 ILCV 1000.00%
6 ILCG 1000.00%
7 JKD 1000.00%
8 JKE 1000.00%
9 JKF 1000.00%
10 JKG 1000.00%
11 ILCB 1000.00%
12 LOPP 4.46%
13 QQJG 1.33%
14 BVNSC 1.24%
15 CZA 0.97%
16 IQSM 0.86%
17 QQQJ 0.73%
18 BKMC 0.43%
19 JHMM 0.39%
20 ETHO 0.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 PRIMECAP Management Company 46.10M (10.69%) -1.04M
Decreased by -2.26%
Sep 30, 23
2 FMR Inc 44.66M (10.36%) 247.02K
Increased by +0.55%
Sep 30, 23
3 HHG PLC 26.82M (6.22%) 914.69K
Increased by +3.41%
Sep 30, 23
4 Wellington Management Company LLP 25.16M (5.83%) -1.90M
Decreased by -7.57%
Sep 30, 23
5 Victory Capital Management Inc. 15.09M (3.50%) -2.03M
Decreased by -13.45%
Sep 30, 23
6 BlackRock Inc 12.86M (2.98%) -1.09M
Decreased by -8.47%
Sep 30, 23
7 AllianceBernstein L.P. 11.04M (2.56%) -5.55M
Decreased by -50.26%
Sep 30, 23
8 Amvescap Plc. 10.65M (2.47%) -861.10K
Decreased by -8.08%
Sep 30, 23
9 Lyrical Asset Management LP 9.88M (2.29%) -13.17K
Decreased by -0.13%
Sep 30, 23
10 Dimensional Fund Advisors, Inc. 8.54M (1.98%) -1.23M
Decreased by -14.37%
Sep 30, 23
11 Boston Partners Global Investors, Inc 8.34M (1.93%) -127.46K
Decreased by -1.53%
Sep 30, 23
12 Franklin Resources Inc 7.56M (1.75%) -1.07M
Decreased by -14.13%
Sep 30, 23
13 Bank of America Corp 7.52M (1.74%) -975.60K
Decreased by -12.98%
Sep 30, 23
14 LSV Asset Management 7.00M (1.62%) 447.20K
Increased by +6.39%
Sep 30, 23
15 Massachusetts Financial Services Company 6.92M (1.61%) 8.96K
Increased by +0.13%
Sep 30, 23
16 ING Investment Management LLC 6.36M (1.47%) -226.31K
Decreased by -3.56%
Sep 30, 23
17 Macquarie Group Ltd 6.35M (1.47%) -135.63K
Decreased by -2.13%
Sep 30, 23
18 Vanguard Group Inc 5.58M (1.29%) 302.09K
Increased by +5.41%
Sep 30, 23
19 Nuveen Asset Management, LLC 5.48M (1.27%) 5.28M
Increased by +96.35%
Sep 30, 23
20 Park West Asset Management LLC 4.70M (1.09%) 634.52K
Increased by +13.50%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Janus Henderson Enterprise D 17.18M (3.98%) -58.21K
Decreased by -0.34%
Sep 30, 23
2 Janus Inst Mid Cap Growth CF 17.18M (3.98%) -58.21K
Decreased by -0.34%
Sep 30, 23
3 Vanguard Capital Opportunity Inv 15.01M (3.48%) 1.00K
Increased by +0.01%
Sep 30, 23
4 Fidelity Advisor® Growth Opps M 11.63M (2.70%) -354.50K
Decreased by -3.05%
Nov 30, 23
5 Victory Sycamore Established Value R 9.97M (2.31%) -1.41M
Decreased by -14.10%
Sep 30, 23
6 Vanguard PRIMECAP Core Inv 8.40M (1.95%) 1.40K
Increased by +0.02%
Sep 30, 23
7 PRIMECAP Odyssey Aggressive Growth 5.96M (1.38%) -296.76K
Decreased by -4.98%
Sep 30, 23
8 MFS Mid Cap Value Equity 5.39M (1.25%) 0.00
Increased by 0.00%
Sep 30, 23
9 MFS Mid Cap Value A 5.38M (1.25%) -10.52K
Decreased by -0.20%
Nov 30, 23
10 PRIMECAP Odyssey Stock 5.00M (1.16%) -145.95K
Decreased by -2.92%
Sep 30, 23
11 PRIMECAP Odyssey Growth 4.96M (1.15%) -283.90K
Decreased by -5.72%
Sep 30, 23
12 Franklin Mutual Shares Z 4.40M (1.02%) 0.00
Increased by 0.00%
Nov 30, 23
13 Lyrical U.S. Value Equity - CS 3.75M (0.87%) 216.66K
Increased by +5.78%
Dec 31, 23
14 JHancock Disciplined Value Mid Cap I 3.53M (0.82%) 0.00
Increased by 0.00%
Nov 30, 23
15 CREF Global Equities R1 3.16M (0.73%) 0.00
Increased by 0.00%
Nov 30, 23
16 Vanguard Information Technology ETF 3.15M (0.73%) -28.84K
Decreased by -0.91%
Nov 30, 23
17 Janus Henderson Triton D 3.01M (0.70%) 0.00
Increased by 0.00%
Sep 30, 23
18 Janus Henderson US SMID Cap Growth 3.01M (0.70%) 0.00
Increased by 0.00%
Sep 30, 23
19 Lyrical U.S. Value Equity – EQ 2.98M (0.69%) -14.96K
Decreased by -0.50%
Dec 31, 23
20 Allianz Global Artfcl Intlgc W EUR 2.93M (0.68%) 295.76K
Increased by +10.10%
Oct 31, 23