Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKJ 1000.00%
2 ITOT 1000.00%
3 IYY 1000.00%
4 IUSG 1000.00%
5 IWB 1000.00%
6 IWD 1000.00%
7 IWR 1000.00%
8 ISCG 1000.00%
9 IWS 1000.00%
10 IWV 1000.00%
11 JKK 1000.00%
12 GAST 3.29%
13 DRIV 1.53%
14 XMMO 1.36%
15 SDVY 1.05%
16 PEXL 1.00%
17 IJK 0.79%
18 CZA 0.78%
19 MDYG 0.76%
20 IVOG 0.76%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research & Mgmt Co - Division 3 9.39M (11.48%) 18.16K
Increased by +0.19%
Sep 30, 23
2 Vanguard Group Inc 8.40M (10.27%) -50.79K
Decreased by -0.60%
Sep 30, 23
3 FMR Inc 7.58M (9.27%) 144.39K
Increased by +1.90%
Sep 30, 23
4 BlackRock Inc 7.05M (8.62%) 44.11K
Increased by +0.63%
Sep 30, 23
5 JPMorgan Chase & Co 5.54M (6.77%) -125.35K
Decreased by -2.26%
Sep 30, 23
6 Select Equity Group LP 2.60M (3.19%) 1.03M
Increased by +39.62%
Sep 30, 23
7 State Street Corporation 2.29M (2.81%) 168.00
Increased by +0.01%
Sep 30, 23
8 Massachusetts Financial Services Company 1.73M (2.12%) 5.50K
Increased by +0.32%
Sep 30, 23
9 Macquarie Group Ltd 1.58M (1.93%) -88.49K
Decreased by -5.62%
Sep 30, 23
10 AllianceBernstein L.P. 1.40M (1.71%) -325.72K
Decreased by -23.33%
Sep 30, 23
11 Ameriprise Financial Inc 1.35M (1.66%) 14.86K
Increased by +1.10%
Sep 30, 23
12 HHG PLC 1.25M (1.53%) -58.73K
Decreased by -4.70%
Sep 30, 23
13 Geode Capital Management, LLC 1.23M (1.51%) 20.63K
Increased by +1.67%
Sep 30, 23
14 Nuveen Asset Management, LLC 1.09M (1.34%) 599.83K
Increased by +54.78%
Sep 30, 23
15 Boston Partners Global Investors, Inc 1.08M (1.33%) 1.13K
Increased by +0.10%
Sep 30, 23
16 Dimensional Fund Advisors, Inc. 1.01M (1.24%) -39.35K
Decreased by -3.89%
Sep 30, 23
17 GW&K Investment Management, LLC 882.47K (1.08%) -12.75K
Decreased by -1.44%
Sep 30, 23
18 Bank of New York Mellon Corp 872.07K (1.07%) -45.55K
Decreased by -5.22%
Sep 30, 23
19 Paradice Investment Management LLC 790.96K (0.97%) -46.80K
Decreased by -5.92%
Sep 30, 23
20 Fiduciary Management, Inc. of Milwaukee 715.36K (0.87%) 10.47K
Increased by +1.46%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Fundamental Invs A 5.56M (6.80%) -3.42K
Decreased by -0.06%
Sep 30, 23
2 Capital Group Fundamental Invtrs Comp 5.56M (6.80%) -3.42K
Decreased by -0.06%
Sep 30, 23
3 Vanguard Total Stock Mkt Idx Inv 2.57M (3.15%) 2.97K
Increased by +0.12%
Nov 30, 23
4 iShares Core S&P Mid-Cap ETF 2.49M (3.05%) -451.00
Decreased by -0.02%
Dec 29, 23
5 Vanguard Small Cap Index 2.13M (2.60%) 8.79K
Increased by +0.41%
Nov 30, 23
6 JPM US Mid Cap Value-MA 1.81M (2.21%) 1.80M
Increased by +99.71%
Sep 30, 23
7 JPMorgan Mid Cap Value L 1.81M (2.21%) 0.00
Increased by 0.00%
Nov 30, 23
8 JPM US Mid Cap Value-Composite 1.77M (2.17%) -34.13K
Decreased by -1.92%
Dec 31, 23
9 Vanguard Small Cap Value Index Inv 1.48M (1.81%) 4.65K
Increased by +0.31%
Nov 30, 23
10 American Funds IS® Growth-Income 1 1.24M (1.52%) 0.00
Increased by 0.00%
Sep 30, 23
11 Capital Group Core Equity Composite 1.24M (1.52%) 0.00
Increased by 0.00%
Sep 30, 23
12 Vanguard Institutional Extnd Mkt Idx Tr 1.19M (1.45%) 29.43K
Increased by +2.48%
Nov 30, 23
13 MFS Mid Cap Value Equity 1.10M (1.34%) 0.00
Increased by 0.00%
Sep 30, 23
14 MFS Mid Cap Value A 1.10M (1.34%) -2.14K
Decreased by -0.20%
Nov 30, 23
15 VIP Mid Cap Initial 1.06M (1.29%) 0.00
Increased by 0.00%
Nov 30, 23
16 JPM US Mid Cap Growth-MA 1.00M (1.22%) 627.25K
Increased by +62.63%
Sep 30, 23
17 JPMorgan Mid Cap Growth I 997.70K (1.22%) -3.75K
Decreased by -0.38%
Nov 30, 23
18 Delaware Small Cap Value A 937.23K (1.15%) -18.50K
Decreased by -1.97%
Oct 31, 23
19 American Funds New Perspective A 918.13K (1.12%) 0.00
Increased by 0.00%
Sep 30, 23
20 Capital Group New Perspective Comp 918.13K (1.12%) 0.00
Increased by 0.00%
Sep 30, 23