Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Baker Bros Advisors LP 36.18M (19.38%) 510.00
Increased by +0.00%
Sep 30, 23
2 BlackRock Inc 24.25M (12.99%) 363.57K
Increased by +1.50%
Sep 30, 23
3 Vanguard Group Inc 22.16M (11.87%) 289.88K
Increased by +1.31%
Sep 30, 23
4 Dodge & Cox 16.42M (8.80%) -2.86M
Decreased by -17.43%
Sep 30, 23
5 State Street Corporation 9.51M (5.10%) -339.43K
Decreased by -3.57%
Sep 30, 23
6 Renaissance Technologies Corp 4.80M (2.57%) -31.66K
Decreased by -0.66%
Sep 30, 23
7 Geode Capital Management, LLC 4.17M (2.23%) 90.00K
Increased by +2.16%
Sep 30, 23
8 Amvescap Plc. 3.92M (2.10%) 120.84K
Increased by +3.08%
Sep 30, 23
9 Acadian Asset Management LLC 2.68M (1.44%) 2.12M
Increased by +78.80%
Sep 30, 23
10 Man Group PLC 2.53M (1.36%) 1.14M
Increased by +45.06%
Sep 30, 23
11 Bellevue Group AG 2.49M (1.33%) -149.31K
Decreased by -5.99%
Sep 30, 23
12 Pictet Asset Manangement SA 2.31M (1.24%) 2.31M
Increased by +100.00%
Sep 30, 23
13 Goldman Sachs Group Inc 2.18M (1.17%) -513.91K
Decreased by -23.62%
Sep 30, 23
14 Northern Trust Corp 2.13M (1.14%) 119.39K
Increased by +5.61%
Sep 30, 23
15 Morgan Stanley - Brokerage Accounts 2.12M (1.14%) 187.47K
Increased by +8.84%
Sep 30, 23
16 Jacobs Levy Equity Management, Inc. 2.09M (1.12%) 313.73K
Increased by +15.04%
Sep 30, 23
17 Millennium Management LLC 2.01M (1.08%) 626.15K
Increased by +31.13%
Sep 30, 23
18 Amundi 1.89M (1.01%) 510.53K
Increased by +27.00%
Sep 30, 23
19 Legal & General Group PLC 1.74M (0.93%) -52.80K
Decreased by -3.04%
Sep 30, 23
20 Two Sigma Advisers, LLC 1.69M (0.90%) -406.60K
Decreased by -24.11%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 10.31M (5.52%) 10.25M
Increased by +99.42%
Sep 30, 23
2 Vanguard Total Stock Mkt Idx Inv 5.96M (3.19%) 7.50K
Increased by +0.13%
Nov 30, 23
3 Vanguard Institutional 500 Index Trust 4.54M (2.43%) 44.83K
Increased by +0.99%
Nov 30, 23
4 Vanguard Mid Cap Index Institutional 4.33M (2.32%) 3.37K
Increased by +0.08%
Nov 30, 23
5 BB Biotech AG Ord 2.49M (1.33%) -131.95K
Decreased by -5.31%
Sep 30, 23
6 iShares MSCI USA Min Vol Factor ETF 2.46M (1.32%) 2.47K
Increased by +0.10%
Dec 29, 23
7 SPDR® S&P 500 ETF Trust 2.29M (1.23%) -16.06K
Decreased by -0.70%
Dec 31, 23
8 Fidelity® 500 Index 2.17M (1.16%) 13.79K
Increased by +0.64%
Nov 30, 23
9 iShares Core S&P 500 ETF 1.85M (0.99%) 1.11K
Increased by +0.06%
Dec 29, 23
10 Invesco S&P 500® Equal Weight ETF 1.73M (0.93%) 0.00
Increased by 0.00%
Dec 29, 23
11 Vanguard Growth Index Investor 1.68M (0.90%) 9.81K
Increased by +0.58%
Nov 30, 23
12 iShares Biotechnology ETF 1.65M (0.89%) -1.51K
Decreased by -0.09%
Dec 29, 23
13 SPDR® S&P Biotech ETF 1.46M (0.78%) -8.44K
Decreased by -0.58%
Dec 31, 23
14 Health Care Select Sector SPDR® ETF 1.38M (0.74%) -1.00K
Decreased by -0.07%
Dec 31, 23
15 Vanguard Mid-Cap Growth ETF 1.33M (0.71%) 4.31K
Increased by +0.33%
Nov 30, 23
16 Dodge & Cox Balanced Composite 1.31M (0.70%) -72.60K
Decreased by -5.52%
Sep 30, 23
17 Dodge & Cox Balanced I 1.31M (0.70%) -72.60K
Decreased by -5.52%
Sep 30, 23
18 Vanguard Institutional Index I 1.24M (0.67%) 1.39K
Increased by +0.11%
Nov 30, 23
19 Dodge & Cox Global Stock I 1.18M (0.63%) -240.02K
Decreased by -20.26%
Sep 30, 23
20 Pacer US Cash Cows 100 ETF 1.01M (0.54%) 4.00K
Increased by +0.40%
Dec 29, 23