Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.30M (13.15%) 92.97K
Increased by +0.70%
Sep 30, 23
2 Vanguard Group Inc 12.04M (11.90%) 279.42K
Increased by +2.32%
Sep 30, 23
3 JPMorgan Chase & Co 6.82M (6.74%) 355.74K
Increased by +5.22%
Sep 30, 23
4 State Street Corporation 4.54M (4.49%) 121.04K
Increased by +2.67%
Sep 30, 23
5 Amvescap Plc. 3.23M (3.19%) -108.12K
Decreased by -3.34%
Sep 30, 23
6 Capital Research Global Investors 2.94M (2.91%) 1.57M
Increased by +53.42%
Sep 30, 23
7 FMR Inc 2.48M (2.45%) -3.33M
Decreased by -134.19%
Sep 30, 23
8 Geode Capital Management, LLC 2.39M (2.36%) 164.10K
Increased by +6.88%
Sep 30, 23
9 Wellington Management Company LLP 2.28M (2.26%) 211.75K
Increased by +9.27%
Sep 30, 23
10 Schroder Investment Management Group 2.10M (2.08%) 181.03K
Increased by +8.61%
Sep 30, 23
11 Samlyn Capital, LLC 1.82M (1.80%) 556.73K
Increased by +30.64%
Sep 30, 23
12 BNP Paribas Investment Partners SA 1.61M (1.60%) 249.98K
Increased by +15.48%
Sep 30, 23
13 Clean Energy Transition LLP 1.19M (1.17%) 1.07M
Increased by +90.47%
Sep 30, 23
14 Northern Trust Corp 1.00M (0.99%) 74.43K
Increased by +7.42%
Sep 30, 23
15 Amundi 877.16K (0.87%) 39.82K
Increased by +4.54%
Sep 30, 23
16 Barclays PLC 848.62K (0.84%) 472.33K
Increased by +55.66%
Sep 30, 23
17 JANE STREET GROUP, LLC 829.61K (0.82%) -253.30K
Decreased by -30.53%
Sep 30, 23
18 Morgan Stanley - Brokerage Accounts 811.55K (0.80%) -151.34K
Decreased by -18.65%
Sep 30, 23
19 Sam Sustainable Asset Management Ltd 803.00K (0.79%) 0.00
Increased by 0.00%
Sep 30, 23
20 Dimensional Fund Advisors, Inc. 778.95K (0.77%) -10.98K
Decreased by -1.41%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 JPM US Large Cap Growth-MA 4.10M (4.05%) 3.72M
Increased by +90.67%
Sep 30, 23
2 Vanguard Total Stock Mkt Idx Inv 3.18M (3.14%) 3.88K
Increased by +0.12%
Nov 30, 23
3 Vanguard Institutional 500 Index Trust 2.60M (2.57%) 23.87K
Increased by +0.92%
Nov 30, 23
4 Capital Group AMCAP Composite 2.35M (2.32%) 1.35M
Increased by +57.34%
Sep 30, 23
5 VA CollegeAmerica Amcap 529A 2.35M (2.32%) 1.35M
Increased by +57.34%
Sep 30, 23
6 Vanguard Mid Cap Index Institutional 2.31M (2.28%) 2.62K
Increased by +0.11%
Nov 30, 23
7 iShares Global Clean Energy ETF USD Dist 1.94M (1.91%) -4.36K
Decreased by -0.23%
Dec 29, 23
8 JPMorgan Large Cap Growth I 1.54M (1.52%) -493.11K
Decreased by -32.05%
Nov 30, 23
9 iShares Global Clean Energy ETF 1.49M (1.47%) 0.00
Increased by 0.00%
Dec 29, 23
10 SPDR® S&P 500 ETF Trust 1.32M (1.30%) -9.20K
Decreased by -0.70%
Dec 31, 23
11 Fidelity® 500 Index 1.24M (1.23%) 7.92K
Increased by +0.64%
Nov 30, 23
12 iShares Core S&P 500 ETF 1.06M (1.05%) 640.00
Increased by +0.06%
Dec 29, 23
13 Invesco Solar ETF 1.03M (1.02%) 15.05K
Increased by +1.46%
Dec 29, 23
14 BNP Paribas Disrpt Tech Cl D 954.75K (0.94%) 132.92K
Increased by +13.92%
Nov 30, 23
15 Vanguard Growth Index Investor 893.85K (0.88%) 4.68K
Increased by +0.52%
Nov 30, 23
16 Fidelity Growth Compy Commingled Pl O 874.49K (0.86%) 4.75K
Increased by +0.54%
Nov 30, 23
17 BGF Sustainable Energy A2 794.89K (0.79%) 38.25K
Increased by +4.81%
Sep 30, 23
18 RobecoSAM Smart Energy B EUR 779.00K (0.77%) 0.00
Increased by 0.00%
Oct 31, 23
19 RobecoSAM Smart Energy Eqs F EUR 771.00K (0.76%) -8.00K
Decreased by -1.04%
Nov 30, 23
20 Vanguard Institutional Index I 712.88K (0.70%) -452.00
Decreased by -0.06%
Nov 30, 23