Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 35.09M (12.17%) -347.19K
Decreased by -0.99%
Sep 30, 23
2 BlackRock Inc 27.69M (9.60%) -1.26M
Decreased by -4.57%
Jun 30, 23
3 State Street Corporation 26.65M (9.24%) -1.22M
Decreased by -4.58%
Sep 30, 23
4 Capital Research & Mgmt Co - Division 3 14.22M (4.93%) 744.91K
Increased by +5.24%
Sep 30, 23
5 Geode Capital Management, LLC 6.53M (2.26%) 218.88K
Increased by +3.35%
Jun 30, 23
6 Amvescap Plc. 5.85M (2.03%) 232.65K
Increased by +3.98%
Jun 30, 23
7 Mairs & Power Inc 5.35M (1.85%) 95.10K
Increased by +1.78%
Sep 30, 23
8 Champlain Investment Partners, LLC 5.16M (1.79%) 817.25K
Increased by +15.83%
Sep 30, 23
9 ProShare Advisors LLC 4.49M (1.56%) 155.25K
Increased by +3.46%
Sep 30, 23
10 Principal Financial Group Inc 4.36M (1.51%) -571.15K
Decreased by -13.10%
Sep 30, 23
11 Morgan Stanley - Brokerage Accounts 4.24M (1.47%) 489.85K
Increased by +11.54%
Jun 30, 23
12 Northern Trust Corp 3.06M (1.06%) 172.11K
Increased by +5.62%
Sep 30, 23
13 Renaissance Technologies Corp 2.40M (0.83%) -272.68K
Decreased by -11.37%
Sep 30, 23
14 Dimensional Fund Advisors, Inc. 2.39M (0.83%) 187.09K
Increased by +7.81%
Sep 30, 23
15 First Trust Advisors L.P. 2.39M (0.83%) -823.65K
Decreased by -34.50%
Sep 30, 23
16 Stifel Financial Corp 2.34M (0.81%) 100.00K
Increased by +4.27%
Jun 30, 23
17 Gates Bill & Melinda Foundation 2.20M (0.76%) 0.00
Increased by 0.00%
Jun 30, 23
18 Goldman Sachs Group Inc 1.98M (0.69%) 868.28K
Increased by +43.92%
Jun 30, 23
19 Bank of New York Mellon Corp 1.75M (0.61%) -64.45K
Decreased by -3.68%
Sep 30, 23
20 Legal & General Group PLC 1.74M (0.60%) -134.56K
Decreased by -7.72%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 11.47M (3.98%) 674.05K
Increased by +5.87%
Sep 30, 23
2 Capital Group Wash Mutual Invtrs Comp 11.47M (3.98%) 674.05K
Increased by +5.87%
Sep 30, 23
3 Vanguard Total Stock Mkt Idx Inv 8.57M (2.97%) 12.34K
Increased by +0.14%
Nov 30, 23
4 Vanguard Institutional 500 Index Trust 7.06M (2.45%) 70.22K
Increased by +0.99%
Nov 30, 23
5 Vanguard Mid Cap Index Institutional 5.76M (2.00%) 11.60K
Increased by +0.20%
Nov 30, 23
6 ProShares S&P 500 Dividend Aristocrats 5.08M (1.76%) 0.00
Increased by 0.00%
Dec 29, 23
7 SPDR® S&P Dividend ETF 5.04M (1.75%) 0.00
Increased by 0.00%
Dec 31, 23
8 Champlain Mid Cap Fund, LLC 4.99M (1.73%) -47.40K
Decreased by -0.95%
Nov 30, 23
9 iShares MSCI USA Min Vol Factor ETF 3.88M (1.34%) 7.78K
Increased by +0.20%
Dec 29, 23
10 SPDR® S&P 500 ETF Trust 3.57M (1.24%) -25.11K
Decreased by -0.70%
Dec 31, 23
11 Fidelity® 500 Index 3.37M (1.17%) 21.48K
Increased by +0.64%
Nov 30, 23
12 Principal Equity Income A 3.36M (1.17%) -73.56K
Decreased by -2.19%
Nov 30, 23
13 Mairs & Power Growth 3.04M (1.05%) 0.00
Increased by 0.00%
Sep 30, 23
14 Mairs & Power Multi Cap 3.04M (1.05%) 0.00
Increased by 0.00%
Sep 30, 23
15 Invesco S&P 500® Equal Weight ETF 3.02M (1.05%) 0.00
Increased by 0.00%
Dec 29, 23
16 iShares Core S&P 500 ETF 2.88M (1.00%) 1.72K
Increased by +0.06%
Dec 29, 23
17 Champlain Mid Cap Adv 2.57M (0.89%) 425.00K
Increased by +16.54%
Sep 30, 23
18 Vanguard Value Index Inv 2.34M (0.81%) 1.45K
Increased by +0.06%
Nov 30, 23
19 Vanguard Mid-Cap Value ETF 2.20M (0.76%) -9.76K
Decreased by -0.44%
Nov 30, 23
20 Invesco S&P 500® Low Volatility ETF 2.15M (0.74%) -4.87K
Decreased by -0.23%
Dec 29, 23