Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.86M (11.64%) -107.00K
Decreased by -0.60%
Sep 30, 23
2 BlackRock Inc 15.50M (10.10%) -57.77K
Decreased by -0.37%
Sep 30, 23
3 Artisan Partners Limited Partnership 7.25M (4.72%) 176.51K
Increased by +2.44%
Sep 30, 23
4 State Street Corporation 6.20M (4.04%) -59.97K
Decreased by -0.97%
Sep 30, 23
5 Geode Capital Management, LLC 3.96M (2.58%) 454.36K
Increased by +11.47%
Sep 30, 23
6 First Trust Advisors L.P. 2.52M (1.64%) -128.81K
Decreased by -5.12%
Sep 30, 23
7 JPMorgan Chase & Co 2.36M (1.54%) 78.35K
Increased by +3.32%
Sep 30, 23
8 Select Equity Group LP 2.18M (1.42%) 187.32K
Increased by +8.58%
Sep 30, 23
9 Bank of New York Mellon Corp 1.95M (1.27%) -54.35K
Decreased by -2.78%
Sep 30, 23
10 Morgan Stanley - Brokerage Accounts 1.71M (1.11%) -25.06K
Decreased by -1.47%
Sep 30, 23
11 Dimensional Fund Advisors, Inc. 1.67M (1.09%) 32.67K
Increased by +1.96%
Sep 30, 23
12 Northern Trust Corp 1.63M (1.06%) 108.43K
Increased by +6.65%
Sep 30, 23
13 Amvescap Plc. 1.41M (0.92%) 136.93K
Increased by +9.70%
Sep 30, 23
14 Boston Partners Global Investors, Inc 1.37M (0.89%) -9.29K
Decreased by -0.68%
Sep 30, 23
15 Disciplined Growth Investors Inc 1.36M (0.89%) -18.18K
Decreased by -1.34%
Sep 30, 23
16 Legal & General Group PLC 1.26M (0.82%) -44.48K
Decreased by -3.54%
Sep 30, 23
17 Wells Fargo & Co 1.24M (0.81%) -43.36K
Decreased by -3.50%
Sep 30, 23
18 Pictet Asset Manangement SA 1.12M (0.73%) 1.12M
Increased by +100.00%
Sep 30, 23
19 Point72 Asset Management, L.P. 1.04M (0.68%) 1.00M
Increased by +96.71%
Sep 30, 23
20 California Public Employees Retrmnt Sys 925.44K (0.60%) 15.92K
Increased by +1.72%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Artisan International Value 5.56M (3.63%) 99.20K
Increased by +1.78%
Sep 30, 23
2 Artisan International Value Investor 5.56M (3.63%) 99.20K
Increased by +1.78%
Sep 30, 23
3 Vanguard Total Stock Mkt Idx Inv 4.80M (3.13%) 12.28K
Increased by +0.26%
Nov 30, 23
4 Vanguard Institutional 500 Index Trust 3.73M (2.43%) 37.58K
Increased by +1.01%
Nov 30, 23
5 Vanguard Mid Cap Index Institutional 3.48M (2.27%) 4.11K
Increased by +0.12%
Nov 30, 23
6 SPDR® S&P 500 ETF Trust 1.89M (1.23%) -13.29K
Decreased by -0.70%
Dec 31, 23
7 iShares Select Dividend ETF 1.82M (1.19%) -1.13K
Decreased by -0.06%
Dec 29, 23
8 Fidelity® 500 Index 1.78M (1.16%) 11.36K
Increased by +0.64%
Nov 30, 23
9 First Trust Capital Strength ETF 1.55M (1.01%) 0.00
Increased by 0.00%
Dec 28, 23
10 iShares Core S&P 500 ETF 1.52M (0.99%) 910.00
Increased by +0.06%
Dec 29, 23
11 Vanguard Value Index Inv 1.31M (0.86%) 2.63K
Increased by +0.20%
Nov 30, 23
12 Vanguard Mid-Cap Value ETF 1.23M (0.80%) -5.37K
Decreased by -0.44%
Nov 30, 23
13 iShares MSCI USA Quality Factor ETF 1.14M (0.74%) 699.00
Increased by +0.06%
Dec 29, 23
14 JHancock Disciplined Value Mid Cap I 1.05M (0.69%) 0.00
Increased by 0.00%
Nov 30, 23
15 Vanguard Institutional Index I 1.02M (0.66%) -3.43K
Decreased by -0.34%
Nov 30, 23
16 Consumer Discret Sel Sect SPDR® ETF 875.79K (0.57%) 77.40K
Increased by +8.84%
Dec 31, 23
17 Invesco S&P 500® Equal Weight ETF 759.41K (0.49%) 0.00
Increased by 0.00%
Dec 29, 23
18 JPMorgan Growth Advantage A 750.70K (0.49%) 0.00
Increased by 0.00%
Nov 30, 23
19 State St S&P 500® Indx SL Cl III 731.47K (0.48%) -600.00
Decreased by -0.08%
Dec 31, 23
20 Vanguard High Dividend Yield ETF 690.05K (0.45%) -381.00
Decreased by -0.06%
Nov 30, 23