Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.37M (11.26%) -1.07M
Decreased by -5.25%
Sep 30, 23
2 BlackRock Inc 14.88M (8.22%) -688.36K
Decreased by -4.62%
Sep 30, 23
3 State Street Corporation 8.07M (4.46%) -379.25K
Decreased by -4.70%
Sep 30, 23
4 Harris Associates L.P. 7.90M (4.37%) 6.30M
Increased by +79.77%
Sep 30, 23
5 AllianceBernstein L.P. 5.65M (3.12%) -295.81K
Decreased by -5.24%
Sep 30, 23
6 Geode Capital Management, LLC 3.94M (2.18%) 37.59K
Increased by +0.95%
Sep 30, 23
7 Morgan Stanley - Brokerage Accounts 3.73M (2.06%) -70.90K
Decreased by -1.90%
Sep 30, 23
8 FMR Inc 3.32M (1.83%) -1.25M
Decreased by -37.79%
Sep 30, 23
9 Canada Pension Plan Investment Board 3.09M (1.71%) 0.00
Increased by 0.00%
Sep 30, 23
10 Lazard Asset Management LLC 2.89M (1.60%) 80.19K
Increased by +2.78%
Sep 30, 23
11 Farallon Capital Management, L.L.C. 2.77M (1.53%) -1.10M
Decreased by -39.79%
Sep 30, 23
12 Longview Partners (Guernsey) Ltd. 2.76M (1.53%) 8.77K
Increased by +0.32%
Sep 30, 23
13 Mitsubishi UFJ Asset Management Co.,Ltd 2.33M (1.28%) 77.42K
Increased by +3.33%
Sep 30, 23
14 Cantillon Capital Management LLC 1.85M (1.02%) -7.01K
Decreased by -0.38%
Sep 30, 23
15 Wellington Management Company LLP 1.82M (1.00%) 17.14K
Increased by +0.94%
Sep 30, 23
16 JPMorgan Chase & Co 1.78M (0.98%) 142.71K
Increased by +8.01%
Sep 30, 23
17 Northern Trust Corp 1.74M (0.96%) 31.41K
Increased by +1.81%
Sep 30, 23
18 Fidelity International Ltd 1.73M (0.96%) 59.51K
Increased by +3.44%
Sep 30, 23
19 Impax Asset Management Group PLC 1.66M (0.92%) -19.31K
Decreased by -1.16%
Sep 30, 23
20 Sustainable Growth Advisers, LP 1.65M (0.91%) -17.45K
Decreased by -1.06%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.45M (3.01%) 6.51K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 4.46M (2.47%) 40.86K
Increased by +0.92%
Nov 30, 23
3 Vanguard Mid Cap Index Institutional 3.95M (2.18%) 2.91K
Increased by +0.07%
Nov 30, 23
4 SPDR® S&P 500 ETF Trust 2.26M (1.25%) -15.91K
Decreased by -0.70%
Dec 31, 23
5 Fidelity® 500 Index 2.13M (1.18%) 13.58K
Increased by +0.64%
Nov 30, 23
6 iShares Core S&P 500 ETF 1.82M (1.01%) 1.09K
Increased by +0.06%
Dec 29, 23
7 Vanguard Health Care Inv 1.80M (0.99%) 0.00
Increased by 0.00%
Sep 30, 23
8 Oakmark Select Investor 1.74M (0.96%) 1.74M
Increased by +100.00%
Sep 30, 23
9 Oakmark Investor 1.73M (0.96%) 1.11M
Increased by +64.12%
Sep 30, 23
10 Impax Global Opportunities Strategy Comp 1.57M (0.87%) 51.83K
Increased by +3.30%
Oct 31, 23
11 Vanguard Growth Index Investor 1.53M (0.85%) 8.36K
Increased by +0.55%
Nov 30, 23
12 Bridge Builder Large Cap Growth 1.52M (0.84%) -113.00
Decreased by -0.01%
Dec 31, 23
13 Health Care Select Sector SPDR® ETF 1.36M (0.75%) -988.00
Decreased by -0.07%
Dec 31, 23
14 iShares Biotechnology ETF 1.29M (0.71%) -1.18K
Decreased by -0.09%
Dec 29, 23
15 Vanguard Institutional Index I 1.22M (0.67%) -2.35K
Decreased by -0.19%
Nov 30, 23
16 Vanguard Mid-Cap Growth ETF 1.21M (0.67%) 3.79K
Increased by +0.31%
Nov 30, 23
17 Capital Group AMCAP Composite 1.20M (0.66%) 138.52K
Increased by +11.52%
Sep 30, 23
18 VA CollegeAmerica Amcap 529A 1.20M (0.66%) 138.52K
Increased by +11.52%
Sep 30, 23
19 Vanguard Windsor™ II Inv 963.06K (0.53%) 0.00
Increased by 0.00%
Sep 30, 23
20 CIBC Disciplined Equity 909.66K (0.50%) 0.00
Increased by 0.00%
Sep 30, 23