Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 40.99M (13.03%) 325.42K
Increased by +0.79%
Sep 30, 23
2 BlackRock Inc 35.00M (11.12%) -591.44K
Decreased by -1.69%
Sep 30, 23
3 Dodge & Cox 34.71M (11.03%) -270.55K
Decreased by -0.78%
Sep 30, 23
4 State Street Corporation 15.61M (4.96%) -798.09K
Decreased by -5.11%
Sep 30, 23
5 First Trust Advisors L.P. 12.74M (4.05%) 1.04M
Increased by +8.15%
Sep 30, 23
6 Geode Capital Management, LLC 8.08M (2.57%) 567.50K
Increased by +7.03%
Sep 30, 23
7 Legal & General Group PLC 5.98M (1.90%) 219.86K
Increased by +3.67%
Sep 30, 23
8 Amvescap Plc. 5.71M (1.81%) 502.67K
Increased by +8.80%
Sep 30, 23
9 Fidelity International Ltd 5.20M (1.65%) 960.22K
Increased by +18.46%
Sep 30, 23
10 Dimensional Fund Advisors, Inc. 4.88M (1.55%) 31.92K
Increased by +0.65%
Sep 30, 23
11 American Century Companies Inc 4.05M (1.29%) 176.25K
Increased by +4.35%
Sep 30, 23
12 ING Investment Management LLC 3.85M (1.22%) 3.30M
Increased by +85.60%
Sep 30, 23
13 Morgan Stanley - Brokerage Accounts 3.61M (1.15%) 234.52K
Increased by +6.49%
Sep 30, 23
14 Goldman Sachs Group Inc 3.43M (1.09%) 384.74K
Increased by +11.23%
Sep 30, 23
15 Northern Trust Corp 3.41M (1.08%) 181.17K
Increased by +5.32%
Sep 30, 23
16 Bank of New York Mellon Corp 3.13M (1.00%) -101.22K
Decreased by -3.23%
Sep 30, 23
17 UBS Asset Mgmt Americas Inc 3.04M (0.97%) -212.81K
Decreased by -7.01%
Sep 30, 23
18 Balyasny Asset Management LLC 3.00M (0.95%) -1.58M
Decreased by -52.78%
Sep 30, 23
19 Acadian Asset Management LLC 2.93M (0.93%) 1.77M
Increased by +60.41%
Sep 30, 23
20 Charles Schwab Investment Management Inc 2.77M (0.88%) 34.07K
Increased by +1.23%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 26.72M (8.49%) 26.59M
Increased by +99.49%
Sep 30, 23
2 Vanguard Total Stock Mkt Idx Inv 10.08M (3.21%) 12.78K
Increased by +0.13%
Nov 30, 23
3 Vanguard Small Cap Index 8.32M (2.64%) 33.41K
Increased by +0.40%
Nov 30, 23
4 Vanguard Institutional 500 Index Trust 7.84M (2.49%) 79.25K
Increased by +1.01%
Nov 30, 23
5 Vanguard Small Cap Value Index Inv 5.78M (1.84%) 15.39K
Increased by +0.27%
Nov 30, 23
6 First Trust NASDAQ Cybersecurity ETF 5.74M (1.82%) 0.00
Increased by 0.00%
Dec 28, 23
7 Fidelity Global Technology A-Dis-EUR 4.48M (1.42%) 3.86K
Increased by +0.09%
Nov 30, 23
8 iShares MSCI USA Min Vol Factor ETF 4.14M (1.32%) 8.08K
Increased by +0.20%
Dec 29, 23
9 SPDR® S&P 500 ETF Trust 3.96M (1.26%) -27.59K
Decreased by -0.70%
Dec 31, 23
10 L&G Cyber Security ETF 3.86M (1.23%) -13.21K
Decreased by -0.34%
Dec 29, 23
11 Fidelity® 500 Index 3.74M (1.19%) 23.84K
Increased by +0.64%
Nov 30, 23
12 Invesco S&P 500® Equal Weight ETF 3.26M (1.04%) 0.00
Increased by 0.00%
Dec 29, 23
13 iShares Core S&P 500 ETF 3.18M (1.01%) 1.90K
Increased by +0.06%
Dec 29, 23
14 Pacer US Cash Cows 100 ETF 2.80M (0.89%) 11.12K
Increased by +0.40%
Dec 29, 23
15 First Trust Dow Jones Internet ETF 2.56M (0.81%) -214.00
Decreased by -0.01%
Dec 28, 23
16 Vanguard Information Technology ETF 2.48M (0.79%) -819.00
Decreased by -0.03%
Nov 30, 23
17 American Century Mid Cap Value Inv 2.46M (0.78%) 65.58K
Increased by +2.67%
Sep 30, 23
18 American Century U.S. Mid Cap Value 2.46M (0.78%) 65.58K
Increased by +2.67%
Sep 30, 23
19 First Trust Value Line® Dividend ETF 2.24M (0.71%) -110.93K
Decreased by -4.94%
Dec 28, 23
20 Vanguard Institutional Index I 2.14M (0.68%) -7.21K
Decreased by -0.34%
Nov 30, 23