Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 31.80M (12.48%) -153.02K
Decreased by -0.48%
Sep 30, 23
2 Winder Investment Pte Ltd 25.36M (9.95%) 0.00
Increased by 0.00%
Jun 30, 23
3 Winder Pte Ltd 25.36M (9.95%) 25.36M
Increased by +100.00%
Sep 30, 23
4 BlackRock Inc 23.30M (9.14%) 2.06M
Increased by +8.83%
Sep 30, 23
5 State Street Corporation 16.86M (6.62%) 2.29M
Increased by +13.60%
Sep 30, 23
6 Sachem Head Capital Management LP 8.73M (3.43%) 2.07M
Increased by +23.67%
Sep 30, 23
7 Massachusetts Financial Services Company 5.91M (2.32%) -821.44K
Decreased by -13.89%
Sep 30, 23
8 Nordea Investment Mgmt Bank Demark A/s 5.67M (2.23%) 795.80K
Increased by +14.03%
Sep 30, 23
9 Geode Capital Management, LLC 5.53M (2.17%) 137.85K
Increased by +2.49%
Sep 30, 23
10 Capital Research Global Investors 5.02M (1.97%) -747.00K
Decreased by -14.87%
Sep 30, 23
11 State Farm Mutual Automobile Ins Co 3.97M (1.56%) 0.00
Increased by 0.00%
Sep 30, 23
12 Van Eck Associates Corporation 3.93M (1.54%) 996.63K
Increased by +25.38%
Sep 30, 23
13 First Pacific Advisors, LP 3.89M (1.53%) 530.60K
Increased by +13.63%
Sep 30, 23
14 Nuveen Asset Management, LLC 3.42M (1.34%) 1.03M
Increased by +30.09%
Sep 30, 23
15 Northern Trust Corp 3.12M (1.22%) 179.89K
Increased by +5.77%
Sep 30, 23
16 Morgan Stanley - Brokerage Accounts 2.74M (1.07%) 745.62K
Increased by +27.26%
Sep 30, 23
17 Third Point, LLC 2.48M (0.97%) -175.00K
Decreased by -7.07%
Sep 30, 23
18 Capital Research & Mgmt Co - Division 3 2.34M (0.92%) 8.13K
Increased by +0.35%
Sep 30, 23
19 LTS One Management LP 2.27M (0.89%) -1.82M
Decreased by -80.57%
Sep 30, 23
20 Viking Global Investors LP 2.07M (0.81%) -1.50M
Decreased by -72.71%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 8.00M (3.14%) 10.08K
Increased by +0.13%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 6.22M (2.44%) 62.23K
Increased by +1.00%
Nov 30, 23
3 Vanguard Mid Cap Index Institutional 5.80M (2.28%) 7.79K
Increased by +0.13%
Nov 30, 23
4 VanEck Morningstar Wide Moat ETF 4.24M (1.66%) 4.07K
Increased by +0.10%
Dec 30, 23
5 SPDR® S&P Dividend ETF 3.73M (1.47%) 0.00
Increased by 0.00%
Dec 29, 23
6 VanEck Morningstar Wide Moat 3.69M (1.45%) 956.93K
Increased by +25.90%
Sep 30, 23
7 SPDR® S&P 500 ETF Trust 3.17M (1.25%) 25.07K
Increased by +0.79%
Dec 29, 23
8 Fidelity® 500 Index 2.97M (1.17%) 18.93K
Increased by +0.64%
Nov 30, 23
9 FPA Contrarian Value 2.57M (1.01%) 377.68K
Increased by +14.70%
Sep 30, 23
10 FPA Crescent 2.57M (1.01%) 377.68K
Increased by +14.70%
Sep 30, 23
11 iShares Core S&P 500 ETF 2.54M (1.00%) 1.52K
Increased by +0.06%
Dec 29, 23
12 Vanguard Value Index Inv 2.19M (0.86%) 2.89K
Increased by +0.13%
Nov 30, 23
13 Nordea 1 - Global Climate & Envir BI EUR 2.11M (0.83%) -43.40K
Decreased by -2.05%
Nov 30, 23
14 Vanguard Mid-Cap Value ETF 2.05M (0.81%) -9.16K
Decreased by -0.45%
Nov 30, 23
15 American Funds New Perspective A 2.03M (0.79%) 0.00
Increased by 0.00%
Sep 30, 23
16 Capital Group New Perspective Comp 2.03M (0.79%) 0.00
Increased by 0.00%
Sep 30, 23
17 American Funds Income Fund of Amer A 1.91M (0.75%) -440.11K
Decreased by -23.09%
Sep 30, 23
18 Vanguard Institutional Index I 1.70M (0.67%) -1.41K
Decreased by -0.08%
Nov 30, 23
19 Materials Select Sector SPDR® ETF 1.48M (0.58%) -88.80K
Decreased by -5.99%
Nov 30, 23
20 Vanguard Dividend Appreciation ETF 1.47M (0.58%) 10.35K
Increased by +0.70%
Nov 30, 23