Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 32.14M (12.62%) -59.06K
Decreased by -0.18%
Sep 30, 23
2 BlackRock Inc 22.59M (8.87%) -405.34K
Decreased by -1.79%
Sep 30, 23
3 State Street Corporation 13.00M (5.10%) -512.74K
Decreased by -3.95%
Sep 30, 23
4 Victory Capital Management Inc. 8.69M (3.41%) 278.41K
Increased by +3.20%
Sep 30, 23
5 HHG PLC 8.07M (3.17%) 2.23M
Increased by +27.68%
Sep 30, 23
6 Nuveen Asset Management, LLC 6.97M (2.74%) 318.14K
Increased by +4.57%
Sep 30, 23
7 Geode Capital Management, LLC 5.89M (2.31%) 128.46K
Increased by +2.18%
Sep 30, 23
8 Mitsubishi UFJ Trust & Banking Corp 5.13M (2.01%) -228.21K
Decreased by -4.45%
Sep 30, 23
9 Pictet Asset Manangement SA 4.28M (1.68%) 4.28M
Increased by +100.00%
Sep 30, 23
10 Franklin Resources Inc 3.97M (1.56%) -10.06K
Decreased by -0.25%
Sep 30, 23
11 Cohen & Steers Inc 3.44M (1.35%) -62.27K
Decreased by -1.81%
Sep 30, 23
12 Mairs & Power Inc 3.11M (1.22%) 388.50K
Increased by +12.51%
Sep 30, 23
13 Morgan Stanley - Brokerage Accounts 2.85M (1.12%) 186.74K
Increased by +6.54%
Sep 30, 23
14 Massachusetts Financial Services Company 2.85M (1.12%) -65.72K
Decreased by -2.30%
Sep 30, 23
15 Amvescap Plc. 2.74M (1.08%) -1.35M
Decreased by -49.29%
Sep 30, 23
16 Northern Trust Corp 2.44M (0.96%) -33.65K
Decreased by -1.38%
Sep 30, 23
17 Thrivent Financial For Lutherans 2.42M (0.95%) 313.84K
Increased by +12.96%
Sep 30, 23
18 Bank of New York Mellon Corp 2.33M (0.91%) 105.72K
Increased by +4.55%
Sep 30, 23
19 Legal & General Group PLC 2.27M (0.89%) -111.89K
Decreased by -4.93%
Sep 30, 23
20 Duff & Phelps Inv Mgmt Co (IL) 2.14M (0.84%) 3.81K
Increased by +0.18%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.90M (3.10%) 7.64K
Increased by +0.10%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 6.16M (2.42%) 47.97K
Increased by +0.78%
Nov 30, 23
3 Victory Sycamore Established Value R 5.84M (2.30%) 265.00K
Increased by +4.53%
Sep 30, 23
4 Vanguard Mid Cap Index Institutional 5.75M (2.26%) 4.89K
Increased by +0.09%
Nov 30, 23
5 Janus Henderson Enterprise D 5.35M (2.10%) 1.71M
Increased by +31.98%
Sep 30, 23
6 Janus Inst Mid Cap Growth CF 5.35M (2.10%) 1.71M
Increased by +31.98%
Sep 30, 23
7 iShares Select Dividend ETF 4.12M (1.62%) -2.55K
Decreased by -0.06%
Dec 29, 23
8 Utilities Select Sector SPDR® ETF 3.85M (1.51%) -10.79K
Decreased by -0.28%
Dec 31, 23
9 Franklin Utilities A1 3.70M (1.45%) 0.00
Increased by 0.00%
Nov 30, 23
10 Franklin Utilities Fund A1 3.70M (1.45%) 0.00
Increased by 0.00%
Nov 30, 23
11 CREF Stock R1 3.32M (1.30%) 0.00
Increased by 0.00%
Nov 30, 23
12 SPDR® S&P 500 ETF Trust 3.11M (1.22%) -22.05K
Decreased by -0.71%
Dec 31, 23
13 Fidelity® 500 Index 2.94M (1.16%) 18.75K
Increased by +0.64%
Nov 30, 23
14 iShares Core S&P 500 ETF 2.54M (1.00%) 1.52K
Increased by +0.06%
Dec 29, 23
15 Mairs & Power Growth 2.40M (0.94%) 165.00K
Increased by +6.88%
Sep 30, 23
16 Mairs & Power Multi Cap 2.40M (0.94%) 165.00K
Increased by +6.88%
Sep 30, 23
17 Vanguard Value Index Inv 2.16M (0.85%) 5.46K
Increased by +0.25%
Nov 30, 23
18 Vanguard Mid-Cap Value ETF 2.03M (0.80%) -9.00K
Decreased by -0.44%
Nov 30, 23
19 Invesco S&P 500® Equal Weight ETF 1.84M (0.72%) 0.00
Increased by 0.00%
Dec 29, 23
20 DNP Select Income 1.84M (0.72%) 0.00
Increased by 0.00%
Oct 31, 23