Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYF 1000.00%
2 IWV 1000.00%
3 IWB 1000.00%
4 IVW 1000.00%
5 IVV 1000.00%
6 IUSG 1000.00%
7 ITOT 1000.00%
8 ILCV 1000.00%
9 ILCG 1000.00%
10 ILCB 1000.00%
11 JKF 1000.00%
12 JKE 1000.00%
13 JKD 1000.00%
14 IWX 1000.00%
15 IWY 1000.00%
16 IXG 1000.00%
17 IYY 1000.00%
18 IYG 1000.00%
19 IWL 1000.00%
20 IWF 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research & Mgmt Co - Division 3 42.00M (6.29%) 2.26M
Increased by +5.38%
Sep 30, 23
2 Vanguard Group Inc 39.94M (5.98%) 475.12K
Increased by +1.19%
Sep 30, 23
3 BlackRock Inc 37.92M (5.67%) 1.20M
Increased by +3.16%
Sep 30, 23
4 Harris Associates L.P. 26.91M (4.03%) -2.25M
Decreased by -8.36%
Sep 30, 23
5 Principal Financial Group Inc 24.27M (3.63%) 50.45K
Increased by +0.21%
Sep 30, 23
6 T. Rowe Price Investment Management,Inc. 23.44M (3.51%) 588.99K
Increased by +2.51%
Sep 30, 23
7 Akre Capital Management, LLC 16.91M (2.53%) 1.68M
Increased by +9.92%
Sep 30, 23
8 Capital World Investors 16.58M (2.48%) 5.91M
Increased by +35.62%
Sep 30, 23
9 Amvescap Plc. 14.99M (2.24%) 1.91M
Increased by +12.74%
Sep 30, 23
10 Manufacturers Life Insurance Co 13.29M (1.99%) 465.12K
Increased by +3.50%
Sep 30, 23
11 State Street Corporation 12.22M (1.83%) 535.90K
Increased by +4.38%
Sep 30, 23
12 Valueact Holdings, L.p. 11.42M (1.71%) -9.11M
Decreased by -79.80%
Sep 30, 23
13 Massachusetts Financial Services Company 9.84M (1.47%) -245.42K
Decreased by -2.49%
Sep 30, 23
14 First Manhattan Co. LLC 9.15M (1.37%) 419.18K
Increased by +4.58%
Sep 30, 23
15 Geode Capital Management, LLC 8.95M (1.34%) 794.28K
Increased by +8.88%
Sep 30, 23
16 Diamond Hill Capital Management Inc 8.24M (1.23%) -1.34M
Decreased by -16.22%
Sep 30, 23
17 Bank of America Corp 7.84M (1.17%) 399.64K
Increased by +5.10%
Sep 30, 23
18 FMR Inc 6.92M (1.04%) 378.52K
Increased by +5.47%
Sep 30, 23
19 Vulcan Value Partners, LLC 6.92M (1.04%) -1.12M
Decreased by -16.18%
Sep 30, 23
20 Lone Pine Capital LLC 6.56M (0.98%) 0.00
Increased by 0.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 20.16M (3.02%) 24.66K
Increased by +0.12%
Nov 30, 23
2 American Funds Growth Fund of Amer A 17.49M (2.62%) 672.32K
Increased by +3.84%
Sep 30, 23
3 Capital Group Growth Fnd of Amer Comp 17.49M (2.62%) 672.32K
Increased by +3.84%
Sep 30, 23
4 Akre Focus Instl 15.56M (2.33%) 1.03M
Increased by +6.63%
Oct 31, 23
5 Principal Aligned MidCap Equity 11.69M (1.75%) 90.07K
Increased by +0.77%
Sep 30, 23
6 Principal MidCap R5 11.63M (1.74%) 0.00
Increased by 0.00%
Nov 30, 23
7 American Funds Washington Mutual A 11.55M (1.73%) 1.99M
Increased by +17.24%
Sep 30, 23
8 Capital Group Wash Mutual Invtrs Comp 11.55M (1.73%) 1.99M
Increased by +17.24%
Sep 30, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 9.36M (1.40%) 173.84K
Increased by +1.86%
Nov 30, 23
10 Oakmark Investor 7.68M (1.15%) -850.00K
Decreased by -11.07%
Sep 30, 23
11 American Funds Fundamental Invs A 7.63M (1.14%) -4.70K
Decreased by -0.06%
Sep 30, 23
12 Capital Group Fundamental Invtrs Comp 7.63M (1.14%) -4.70K
Decreased by -0.06%
Sep 30, 23
13 T. Rowe Price Capital Appreciation 6.63M (0.99%) 415.20K
Increased by +6.26%
Sep 30, 23
14 T. Rowe Price Mid-Cap Growth 6.47M (0.97%) -28.60K
Decreased by -0.44%
Sep 30, 23
15 T. Rowe Price US Mid-Cap Growth Equity 6.47M (0.97%) -28.60K
Decreased by -0.44%
Sep 30, 23
16 MFS Large Cap Value Equity 6.20M (0.93%) -168.24K
Decreased by -2.71%
Sep 30, 23
17 MFS Value A 6.10M (0.91%) -67.68K
Decreased by -1.11%
Nov 30, 23
18 Diamond Hill Large Cap Equity 5.89M (0.88%) -15.28K
Decreased by -0.26%
Oct 31, 23
19 American Funds Invmt Co of Amer A 5.61M (0.84%) -10.22K
Decreased by -0.18%
Sep 30, 23
20 Capital Group Investment Co of Amer Comp 5.61M (0.84%) -10.22K
Decreased by -0.18%
Sep 30, 23