Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.97M (12.05%) -67.13K
Decreased by -0.32%
Sep 30, 23
2 BlackRock Inc 18.67M (10.73%) 980.53K
Increased by +5.25%
Sep 30, 23
3 State Street Corporation 7.93M (4.56%) -100.57K
Decreased by -1.27%
Sep 30, 23
4 T. Rowe Price Investment Management,Inc. 5.22M (3.00%) -17.54K
Decreased by -0.34%
Sep 30, 23
5 JPMorgan Chase & Co 4.24M (2.44%) -603.33K
Decreased by -14.22%
Sep 30, 23
6 Mackenzie Investments 3.91M (2.25%) 136.82K
Increased by +3.50%
Sep 30, 23
7 Geode Capital Management, LLC 3.87M (2.22%) 78.02K
Increased by +2.02%
Sep 30, 23
8 AllianceBernstein L.P. 2.37M (1.36%) 262.03K
Increased by +11.05%
Sep 30, 23
9 Millennium Management LLC 2.11M (1.21%) 661.82K
Increased by +31.38%
Sep 30, 23
10 Northern Trust Corp 2.07M (1.19%) 102.42K
Increased by +4.95%
Sep 30, 23
11 Amundi 1.97M (1.13%) 499.29K
Increased by +25.39%
Sep 30, 23
12 UBS Asset Mgmt Americas Inc 1.81M (1.04%) 312.77K
Increased by +17.24%
Sep 30, 23
13 Amvescap Plc. 1.73M (1.00%) 247.25K
Increased by +14.27%
Sep 30, 23
14 Morgan Stanley - Brokerage Accounts 1.69M (0.97%) 60.16K
Increased by +3.56%
Sep 30, 23
15 American Century Companies Inc 1.67M (0.96%) -152.39K
Decreased by -9.10%
Sep 30, 23
16 Legal & General Group PLC 1.63M (0.94%) -39.98K
Decreased by -2.45%
Sep 30, 23
17 Bank of New York Mellon Corp 1.51M (0.87%) 100.75K
Increased by +6.67%
Sep 30, 23
18 Macquarie Group Ltd 1.35M (0.77%) -85.87K
Decreased by -6.38%
Sep 30, 23
19 First Manhattan Co. LLC 1.33M (0.76%) 301.77K
Increased by +22.73%
Sep 30, 23
20 Van Eck Associates Corporation 1.16M (0.67%) 1.09M
Increased by +94.08%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.57M (3.20%) 6.65K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 4.35M (2.50%) 41.64K
Increased by +0.96%
Nov 30, 23
3 Vanguard Mid Cap Index Institutional 4.04M (2.32%) 2.47K
Increased by +0.06%
Nov 30, 23
4 T. Rowe Price Mid-Cap Growth 2.57M (1.48%) -11.30K
Decreased by -0.44%
Sep 30, 23
5 T. Rowe Price US Mid-Cap Growth Equity 2.57M (1.48%) -11.30K
Decreased by -0.44%
Sep 30, 23
6 VanEck Morningstar Wide Moat 2.22M (1.28%) 1.18M
Increased by +52.97%
Dec 31, 23
7 VanEck Morningstar Wide Moat ETF 2.22M (1.28%) 2.13K
Increased by +0.10%
Dec 30, 23
8 SPDR® S&P 500 ETF Trust 2.19M (1.26%) -15.33K
Decreased by -0.70%
Dec 31, 23
9 Fidelity® 500 Index 2.08M (1.19%) 13.23K
Increased by +0.64%
Nov 30, 23
10 Swedbank Robur Technology A 2.00M (1.15%) 0.00
Increased by 0.00%
Dec 31, 23
11 iShares Core S&P 500 ETF 1.77M (1.02%) 1.06K
Increased by +0.06%
Dec 29, 23
12 Swedbank Robur Globalfond A 1.70M (0.98%) 0.00
Increased by 0.00%
Dec 31, 23
13 iShares MSCI USA Min Vol Factor ETF 1.54M (0.89%) 1.04K
Increased by +0.07%
Dec 29, 23
14 Vanguard Mid-Cap Value ETF 1.43M (0.82%) -6.36K
Decreased by -0.44%
Nov 30, 23
15 Champlain Mid Cap Fund, LLC 1.35M (0.77%) 1.70K
Increased by +0.13%
Nov 30, 23
16 Vanguard Institutional Index I 1.19M (0.68%) -1.56K
Decreased by -0.13%
Nov 30, 23
17 JPMorgan Equity Premium Income ETF 1.16M (0.67%) -15.00K
Decreased by -1.29%
Dec 29, 23
18 Technology Select Sector SPDR® ETF 1.13M (0.65%) 372.00
Increased by +0.03%
Dec 31, 23
19 Vanguard Information Technology ETF 1.10M (0.63%) -14.80K
Decreased by -1.35%
Nov 30, 23
20 Findlay Park American I USD Dist 918.89K (0.53%) -208.18K
Decreased by -22.66%
Oct 31, 23