Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.85M (11.36%) -124.81K
Decreased by -0.70%
Sep 30, 23
2 BlackRock Inc 10.64M (6.77%) 34.45K
Increased by +0.32%
Sep 30, 23
3 Principal Financial Group Inc 9.89M (6.29%) -136.65K
Decreased by -1.38%
Sep 30, 23
4 State Street Corporation 6.09M (3.88%) -125.97K
Decreased by -2.07%
Sep 30, 23
5 PRIMECAP Management Company 5.71M (3.63%) -109.81K
Decreased by -1.92%
Sep 30, 23
6 Ruane, Cunniff & Goldfarb L.P. 5.57M (3.54%) -464.86K
Decreased by -8.35%
Sep 30, 23
7 Diamond Hill Capital Management Inc 5.55M (3.53%) 210.44K
Increased by +3.79%
Sep 30, 23
8 HHG PLC 4.59M (2.92%) 7.84K
Increased by +0.17%
Sep 30, 23
9 Capital Research Global Investors 4.15M (2.64%) -1.51M
Decreased by -36.49%
Sep 30, 23
10 Wellington Management Company LLP 3.60M (2.29%) -899.34K
Decreased by -25.00%
Sep 30, 23
11 Geode Capital Management, LLC 3.41M (2.17%) 63.15K
Increased by +1.85%
Sep 30, 23
12 Amvescap Plc. 2.94M (1.87%) 88.49K
Increased by +3.01%
Sep 30, 23
13 Fiduciary Management, Inc. of Milwaukee 2.79M (1.77%) -132.21K
Decreased by -4.74%
Sep 30, 23
14 Akre Capital Management, LLC 2.73M (1.74%) -117.34K
Decreased by -4.29%
Sep 30, 23
15 Turtle Creek Asset Management Inc. 2.46M (1.56%) 154.40K
Increased by +6.29%
Sep 30, 23
16 London Company of Virginia 2.43M (1.55%) 1.05K
Increased by +0.04%
Sep 30, 23
17 First Pacific Advisors, LP 2.30M (1.47%) -22.19K
Decreased by -0.96%
Sep 30, 23
18 Cooke & Bieler LP 2.28M (1.45%) -32.31K
Decreased by -1.42%
Sep 30, 23
19 Goldman Sachs Group Inc 1.86M (1.18%) 177.00K
Increased by +9.53%
Sep 30, 23
20 Dimensional Fund Advisors, Inc. 1.77M (1.12%) -21.67K
Decreased by -1.23%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Principal Aligned MidCap Equity 6.28M (3.99%) -65.56K
Decreased by -1.04%
Sep 30, 23
2 Principal MidCap R5 6.27M (3.99%) -11.38K
Decreased by -0.18%
Nov 30, 23
3 Diamond Hill Large Cap Equity 5.04M (3.21%) 184.09K
Increased by +3.65%
Dec 31, 23
4 Vanguard Total Stock Mkt Idx Inv 4.95M (3.15%) 6.10K
Increased by +0.12%
Nov 30, 23
5 Vanguard Institutional 500 Index Trust 3.86M (2.45%) 37.31K
Increased by +0.97%
Nov 30, 23
6 Vanguard Mid Cap Index Institutional 3.60M (2.29%) 2.40K
Increased by +0.07%
Nov 30, 23
7 Janus Henderson Enterprise D 3.48M (2.22%) -11.81K
Decreased by -0.34%
Sep 30, 23
8 Janus Inst Mid Cap Growth CF 3.48M (2.22%) -11.81K
Decreased by -0.34%
Sep 30, 23
9 Diamond Hill Large Cap Inv 2.94M (1.87%) 0.00
Increased by 0.00%
Dec 31, 23
10 Capital Group AMCAP Composite 2.74M (1.75%) -2.52K
Decreased by -0.09%
Sep 30, 23
11 VA CollegeAmerica Amcap 529A 2.74M (1.75%) -2.52K
Decreased by -0.09%
Sep 30, 23
12 Akre Focus Instl 2.20M (1.40%) 0.00
Increased by 0.00%
Oct 31, 23
13 SPDR® S&P 500 ETF Trust 1.95M (1.24%) -13.72K
Decreased by -0.70%
Dec 31, 23
14 Sequoia 1.92M (1.22%) -336.42K
Decreased by -17.53%
Sep 30, 23
15 Fidelity® 500 Index 1.84M (1.17%) 11.73K
Increased by +0.64%
Nov 30, 23
16 Vanguard Capital Opportunity Inv 1.72M (1.09%) 0.00
Increased by 0.00%
Sep 30, 23
17 iShares Core S&P 500 ETF 1.58M (1.01%) 940.00
Increased by +0.06%
Dec 29, 23
18 FPA Contrarian Value 1.52M (0.97%) 0.00
Increased by 0.00%
Sep 30, 23
19 FPA Crescent 1.52M (0.97%) 0.00
Increased by 0.00%
Sep 30, 23
20 Invesco S&P 500® Equal Weight ETF 1.41M (0.90%) 0.00
Increased by 0.00%
Dec 29, 23