Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 28.15M (11.89%) -354.34K
Decreased by -1.26%
Sep 30, 23
2 BlackRock Inc 24.22M (10.23%) 374.79K
Increased by +1.55%
Sep 30, 23
3 T. Rowe Price Investment Management,Inc. 21.93M (9.26%) -4.88K
Decreased by -0.02%
Sep 30, 23
4 State Street Corporation 11.13M (4.70%) -411.38K
Decreased by -3.70%
Sep 30, 23
5 Citadel Advisors Llc 6.25M (2.64%) 5.02M
Increased by +80.23%
Sep 30, 23
6 Wellington Management Company LLP 5.77M (2.44%) -3.83M
Decreased by -66.32%
Sep 30, 23
7 Geode Capital Management, LLC 5.47M (2.31%) 76.13K
Increased by +1.39%
Sep 30, 23
8 Macquarie Group Ltd 4.98M (2.10%) -365.17K
Decreased by -7.34%
Sep 30, 23
9 Victory Capital Management Inc. 4.84M (2.04%) 393.37K
Increased by +8.13%
Sep 30, 23
10 Renaissance Technologies Corp 3.61M (1.52%) 700.60K
Increased by +19.41%
Sep 30, 23
11 Parnassus Investments, LLC 3.24M (1.37%) -546.44K
Decreased by -16.87%
Sep 30, 23
12 T. Rowe Price Associates, Inc. 3.17M (1.34%) 921.96K
Increased by +29.04%
Sep 30, 23
13 Ameriprise Financial Inc 3.15M (1.33%) -377.00K
Decreased by -11.99%
Sep 30, 23
14 Northern Trust Corp 2.91M (1.23%) -1.63K
Decreased by -0.06%
Sep 30, 23
15 Amvescap Plc. 2.55M (1.08%) -839.91K
Decreased by -32.91%
Sep 30, 23
16 Dimensional Fund Advisors, Inc. 2.54M (1.07%) 22.54K
Increased by +0.89%
Sep 30, 23
17 JPMorgan Chase & Co 2.27M (0.96%) -1.07M
Decreased by -47.27%
Sep 30, 23
18 Bank of America Corp 2.21M (0.93%) -90.50K
Decreased by -4.10%
Sep 30, 23
19 Legal & General Group PLC 2.19M (0.93%) -59.31K
Decreased by -2.70%
Sep 30, 23
20 Millennium Management LLC 2.06M (0.87%) 1.15M
Increased by +55.82%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Mid-Cap Growth 10.69M (4.52%) -47.20K
Decreased by -0.44%
Sep 30, 23
2 T. Rowe Price US Mid-Cap Growth Equity 10.69M (4.52%) -47.20K
Decreased by -0.44%
Sep 30, 23
3 Vanguard Total Stock Mkt Idx Inv 7.67M (3.24%) 9.09K
Increased by +0.12%
Nov 30, 23
4 Vanguard Institutional 500 Index Trust 5.97M (2.52%) 60.56K
Increased by +1.01%
Nov 30, 23
5 Vanguard Mid Cap Index Institutional 5.57M (2.35%) 6.62K
Increased by +0.12%
Nov 30, 23
6 Victory Sycamore Established Value R 3.27M (1.38%) 277.00K
Increased by +8.48%
Sep 30, 23
7 SPDR® S&P 500 ETF Trust 3.05M (1.29%) 24.07K
Increased by +0.79%
Dec 29, 23
8 Parnassus Mid-Cap 2.94M (1.24%) -298.44K
Decreased by -10.15%
Nov 30, 23
9 Fidelity® 500 Index 2.85M (1.21%) 18.16K
Increased by +0.64%
Nov 30, 23
10 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 2.49M (1.05%) 64.10K
Increased by +2.58%
Sep 30, 23
11 iShares Core S&P 500 ETF 2.44M (1.03%) 1.46K
Increased by +0.06%
Dec 29, 23
12 Vanguard Value Index Inv 2.10M (0.89%) 2.96K
Increased by +0.14%
Nov 30, 23
13 Vanguard Mid-Cap Value ETF 1.97M (0.83%) -8.73K
Decreased by -0.44%
Nov 30, 23
14 T. Rowe Price Instl Mid-Cap Equity Gr 1.91M (0.81%) -1.00K
Decreased by -0.05%
Sep 30, 23
15 JNL/T. Rowe Price Mid-Cap Growth A 1.90M (0.80%) -22.00K
Decreased by -1.16%
Sep 30, 23
16 Health Care Select Sector SPDR® ETF 1.82M (0.77%) -5.61K
Decreased by -0.31%
Dec 29, 23
17 iShares US Medical Devices ETF 1.70M (0.72%) -4.27K
Decreased by -0.25%
Dec 29, 23
18 MassMutual Mid Cap Growth R5 1.68M (0.71%) -20.74K
Decreased by -1.24%
Sep 30, 23
19 Vanguard Institutional Index I 1.63M (0.69%) -1.36K
Decreased by -0.08%
Nov 30, 23
20 Delaware Value® Inst 1.40M (0.59%) -524.30K
Decreased by -37.46%
Oct 31, 23