Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 67.82M (11.62%) -608.76K
Decreased by -0.90%
Sep 30, 23
2 BlackRock Inc 62.01M (10.62%) -700.54K
Decreased by -1.13%
Sep 30, 23
3 FMR Inc 33.28M (5.70%) 2.82M
Increased by +8.47%
Sep 30, 23
4 State Street Corporation 29.09M (4.98%) -1.21M
Decreased by -4.16%
Sep 30, 23
5 AllianceBernstein L.P. 19.88M (3.41%) -4.18M
Decreased by -21.05%
Sep 30, 23
6 Starboard Value LP 18.61M (3.19%) -305.89K
Decreased by -1.64%
Sep 30, 23
7 Boston Partners Global Investors, Inc 15.47M (2.65%) 3.35M
Increased by +21.63%
Sep 30, 23
8 Ameriprise Financial Inc 13.87M (2.38%) 464.65K
Increased by +3.35%
Sep 30, 23
9 Beutel, Goodman & Company Ltd. 13.17M (2.26%) 625.00
Increased by +0.00%
Sep 30, 23
10 Geode Capital Management, LLC 13.09M (2.24%) 232.31K
Increased by +1.77%
Sep 30, 23
11 Franklin Resources Inc 11.43M (1.96%) -27.07K
Decreased by -0.24%
Sep 30, 23
12 T. Rowe Price Associates, Inc. 11.36M (1.95%) 107.82K
Increased by +0.95%
Sep 30, 23
13 Legal & General Group PLC 10.20M (1.75%) -737.09K
Decreased by -7.22%
Sep 30, 23
14 First Trust Advisors L.P. 9.99M (1.71%) -224.25K
Decreased by -2.24%
Sep 30, 23
15 Nuveen Asset Management, LLC 8.92M (1.53%) -1.40M
Decreased by -15.71%
Sep 30, 23
16 Lyrical Asset Management LP 8.67M (1.49%) 134.14K
Increased by +1.55%
Sep 30, 23
17 Amvescap Plc. 8.48M (1.45%) -212.68K
Decreased by -2.51%
Sep 30, 23
18 Park West Asset Management LLC 6.25M (1.07%) -909.00K
Decreased by -14.55%
Sep 30, 23
19 Pictet Asset Manangement SA 6.20M (1.06%) 6.20M
Increased by +100.00%
Sep 30, 23
20 Northern Trust Corp 6.03M (1.03%) 304.83K
Increased by +5.05%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 17.00M (2.91%) 20.00K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 13.72M (2.35%) 132.32K
Increased by +0.96%
Nov 30, 23
3 Vanguard Mid Cap Index Institutional 12.36M (2.12%) 8.06K
Increased by +0.07%
Nov 30, 23
4 Columbia Seligman Tech & Info A 10.15M (1.74%) 2.27M
Increased by +22.41%
Nov 30, 23
5 JHancock Disciplined Value Mid Cap I 8.69M (1.49%) 988.02K
Increased by +11.37%
Nov 30, 23
6 Columbia Seligman Technology Growth 7.87M (1.35%) 0.00
Increased by 0.00%
Sep 30, 23
7 Select Software & IT Svcs Port 7.58M (1.30%) 1.23M
Increased by +16.23%
Oct 31, 23
8 iShares MSCI USA Min Vol Factor ETF 7.42M (1.27%) 6.54K
Increased by +0.09%
Dec 29, 23
9 First Trust NASDAQ Cybersecurity ETF 7.39M (1.27%) 0.00
Increased by 0.00%
Dec 28, 23
10 Fidelity Select Software & IT Svcs Port 7.33M (1.25%) -257.40K
Decreased by -3.51%
Nov 30, 23
11 SPDR® S&P 500 ETF Trust 6.95M (1.19%) -48.76K
Decreased by -0.70%
Dec 31, 23
12 Fidelity® 500 Index 6.56M (1.12%) 41.73K
Increased by +0.64%
Nov 30, 23
13 L&G Cyber Security ETF 6.07M (1.04%) -20.77K
Decreased by -0.34%
Dec 29, 23
14 iShares Core S&P 500 ETF 5.62M (0.96%) 3.35K
Increased by +0.06%
Dec 29, 23
15 Franklin Mutual Shares Z 5.36M (0.92%) -156.58K
Decreased by -2.92%
Nov 30, 23
16 Vanguard Value Index Inv 4.65M (0.80%) 5.12K
Increased by +0.11%
Nov 30, 23
17 Vanguard Mid-Cap Value ETF 4.37M (0.75%) -19.42K
Decreased by -0.44%
Nov 30, 23