Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.66M (11.85%) -87.38K
Decreased by -0.90%
Sep 30, 23
2 BlackRock Inc 6.55M (8.03%) 98.45K
Increased by +1.50%
Sep 30, 23
3 T. Rowe Price Investment Management,Inc. 5.42M (6.65%) -6.75K
Decreased by -0.12%
Sep 30, 23
4 T. Rowe Price Associates, Inc. 3.98M (4.89%) -393.59K
Decreased by -9.88%
Sep 30, 23
5 HHG PLC 3.40M (4.16%) -4.00K
Decreased by -0.12%
Sep 30, 23
6 State Street Corporation 3.29M (4.04%) -81.34K
Decreased by -2.47%
Sep 30, 23
7 Durable Capital Partners LP 2.76M (3.39%) 100.00K
Increased by +3.62%
Sep 30, 23
8 Barrow Hanley Mewhinney & Strauss LLC 2.65M (3.25%) -559.99K
Decreased by -21.14%
Sep 30, 23
9 Morgan Stanley - Brokerage Accounts 2.30M (2.82%) -14.78K
Decreased by -0.64%
Sep 30, 23
10 JPMorgan Chase & Co 2.15M (2.64%) 1.35M
Increased by +62.64%
Sep 30, 23
11 Victory Capital Management Inc. 2.11M (2.58%) -99.47K
Decreased by -4.72%
Sep 30, 23
12 Geode Capital Management, LLC 1.86M (2.28%) 14.10K
Increased by +0.76%
Sep 30, 23
13 Franklin Resources Inc 1.82M (2.23%) -1.89K
Decreased by -0.10%
Sep 30, 23
14 FMR Inc 1.44M (1.77%) -56.66K
Decreased by -3.93%
Sep 30, 23
15 Amvescap Plc. 1.09M (1.34%) 57.55K
Increased by +5.28%
Sep 30, 23
16 Balyasny Asset Management LLC 993.98K (1.22%) 26.71K
Increased by +2.69%
Sep 30, 23
17 American Century Companies Inc 889.37K (1.09%) 176.03K
Increased by +19.79%
Sep 30, 23
18 Northern Trust Corp 878.63K (1.08%) 44.76K
Increased by +5.09%
Sep 30, 23
19 Wellington Management Company LLP 852.47K (1.05%) -152.62K
Decreased by -17.90%
Sep 30, 23
20 Dimensional Fund Advisors, Inc. 849.85K (1.04%) 5.64K
Increased by +0.66%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.59M (3.18%) 3.21K
Increased by +0.12%
Nov 30, 23
2 T. Rowe Price Mid-Cap Growth 2.59M (3.17%) -11.40K
Decreased by -0.44%
Sep 30, 23
3 T. Rowe Price US Mid-Cap Growth Equity 2.59M (3.17%) -11.40K
Decreased by -0.44%
Sep 30, 23
4 Janus Henderson Enterprise D 2.13M (2.61%) -7.21K
Decreased by -0.34%
Sep 30, 23
5 Janus Inst Mid Cap Growth CF 2.13M (2.61%) -7.21K
Decreased by -0.34%
Sep 30, 23
6 Vanguard Institutional 500 Index Trust 1.99M (2.44%) 18.22K
Increased by +0.92%
Nov 30, 23
7 Vanguard Mid Cap Index Institutional 1.88M (2.31%) 2.04K
Increased by +0.11%
Nov 30, 23
8 Victory Sycamore Established Value R 1.44M (1.77%) -68.00K
Decreased by -4.72%
Sep 30, 23
9 Eaton Vance Atlanta Capital SMID-Cap I 1.21M (1.49%) 0.00
Increased by 0.00%
Nov 30, 23
10 Franklin Rising Dividends A 1.17M (1.44%) 0.00
Increased by 0.00%
Oct 31, 23
11 Franklin Rising Dividends Fund A 1.17M (1.44%) 0.00
Increased by 0.00%
Nov 30, 23
12 US Small-Cap Growth II Equity Comp 1.13M (1.38%) 1.13M
Increased by +100.00%
Jun 30, 23
13 SPDR® S&P 500 ETF Trust 1.01M (1.24%) -7.01K
Decreased by -0.70%
Dec 31, 23
14 Fidelity® 500 Index 951.37K (1.17%) 6.05K
Increased by +0.64%
Nov 30, 23
15 T. Rowe Price New Horizons 872.68K (1.07%) -252.99K
Decreased by -28.99%
Sep 30, 23
16 T. Rowe Price Mid-Cap Value 850.91K (1.04%) -28.96K
Decreased by -3.40%
Sep 30, 23
17 T. Rowe Price US Mid-Cap Value Equity 850.91K (1.04%) -28.96K
Decreased by -3.40%
Sep 30, 23
18 iShares Core S&P 500 ETF 811.36K (1.00%) 480.00
Increased by +0.06%
Dec 29, 23
19 Vanguard Growth Index Investor 728.11K (0.89%) 3.83K
Increased by +0.53%
Nov 30, 23
20 American Century US Premier Lg Cp Gr 652.00K (0.80%) 101.00K
Increased by +15.49%
Sep 30, 23