Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 43.97M (10.80%) 77.23K
Increased by +0.18%
Sep 30, 23
2 BlackRock Inc 37.52M (9.22%) -398.64K
Decreased by -1.06%
Sep 30, 23
3 Massachusetts Financial Services Company 23.51M (5.78%) 897.46K
Increased by +3.82%
Sep 30, 23
4 HHG PLC 18.83M (4.63%) -164.53K
Decreased by -0.87%
Sep 30, 23
5 State Street Corporation 16.62M (4.08%) 287.73K
Increased by +1.73%
Sep 30, 23
6 Boston Partners Global Investors, Inc 16.01M (3.93%) -1.43M
Decreased by -8.96%
Sep 30, 23
7 FMR Inc 15.09M (3.71%) 2.64M
Increased by +17.47%
Sep 30, 23
8 JPMorgan Chase & Co 13.24M (3.25%) 7.18M
Increased by +54.27%
Sep 30, 23
9 Amvescap Plc. 9.11M (2.24%) 463.59K
Increased by +5.09%
Sep 30, 23
10 Geode Capital Management, LLC 8.33M (2.05%) 536.65K
Increased by +6.44%
Sep 30, 23
11 Bessemer Group Inc 7.26M (1.78%) 1.33M
Increased by +18.37%
Sep 30, 23
12 Orbis Allan Gray Ltd 6.91M (1.70%) -543.24K
Decreased by -7.86%
Sep 30, 23
13 Kensico Capital Management Corp 5.98M (1.47%) -88.60K
Decreased by -1.48%
Sep 30, 23
14 Bank of New York Mellon Corp 5.97M (1.47%) 107.72K
Increased by +1.80%
Sep 30, 23
15 T. Rowe Price Associates, Inc. 5.86M (1.44%) 1.38M
Increased by +23.57%
Sep 30, 23
16 Elliott Investment Management L.P. 5.44M (1.34%) -11.65M
Decreased by -214.25%
Sep 30, 23
17 Macquarie Group Ltd 5.05M (1.24%) 965.74K
Increased by +19.11%
Sep 30, 23
18 Farallon Capital Management, L.L.C. 4.75M (1.17%) -1.11M
Decreased by -23.38%
Sep 30, 23
19 American Century Companies Inc 4.27M (1.05%) -385.91K
Decreased by -9.04%
Sep 30, 23
20 Thrivent Financial For Lutherans 4.20M (1.03%) 417.44K
Increased by +9.94%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 12.27M (3.01%) 14.91K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 9.55M (2.35%) 94.17K
Increased by +0.99%
Nov 30, 23
3 Janus Concentrated Growth CF 7.14M (1.75%) 0.00
Increased by 0.00%
Sep 30, 23
4 Janus Henderson Forty S 7.14M (1.75%) 0.00
Increased by 0.00%
Sep 30, 23
5 JHancock Disciplined Value Mid Cap I 5.94M (1.46%) 0.00
Increased by 0.00%
Nov 30, 23
6 Janus Henderson Contrarian D 5.43M (1.33%) 0.00
Increased by 0.00%
Sep 30, 23
7 Janus Henderson US Opportunistic Alpha 5.43M (1.33%) 0.00
Increased by 0.00%
Sep 30, 23
8 MFS Mid Cap Growth A 5.22M (1.28%) 124.44K
Increased by +2.38%
Nov 30, 23
9 MFS Mid Cap Growth Equity 5.10M (1.25%) -21.16K
Decreased by -0.42%
Sep 30, 23
10 Vanguard Small Cap Index 5.07M (1.25%) 20.98K
Increased by +0.41%
Nov 30, 23
11 MFS Growth B 5.06M (1.24%) 387.66K
Increased by +7.66%
Nov 30, 23
12 iShares US Aerospace & Defense ETF 5.00M (1.23%) 0.00
Increased by 0.00%
Dec 29, 23
13 SPDR® S&P 500 ETF Trust 4.84M (1.19%) -33.87K
Decreased by -0.70%
Dec 31, 23
14 MFS Growth Equity 4.74M (1.16%) 765.07K
Increased by +16.15%
Sep 30, 23
15 Fidelity® 500 Index 4.56M (1.12%) 29.04K
Increased by +0.64%
Nov 30, 23
16 Vanguard Mid Cap Index Institutional 4.45M (1.09%) 2.67K
Increased by +0.06%
Nov 30, 23
17 BlackRock Event Driven Equity Instl 4.08M (1.00%) 0.00
Increased by 0.00%
Nov 30, 23
18 iShares Core S&P 500 ETF 3.90M (0.96%) 2.33K
Increased by +0.06%
Dec 29, 23
19 Vanguard Small Cap Value Index Inv 3.52M (0.87%) 10.35K
Increased by +0.29%
Nov 30, 23
20 MFS Mid Cap Value A 3.45M (0.85%) 0.00
Increased by 0.00%
Oct 31, 23