Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.63M (8.86%) -98.72K
Decreased by -0.85%
Sep 30, 23
2 BlackRock Inc 11.38M (8.66%) 196.23K
Increased by +1.72%
Sep 30, 23
3 State Street Corporation 5.54M (4.22%) -140.64K
Decreased by -2.54%
Sep 30, 23
4 Ameriprise Financial Inc 4.68M (3.56%) -567.33K
Decreased by -12.13%
Sep 30, 23
5 JPMorgan Chase & Co 4.06M (3.09%) 328.10K
Increased by +8.08%
Sep 30, 23
6 FMR Inc 3.40M (2.59%) -877.08K
Decreased by -25.83%
Sep 30, 23
7 T. Rowe Price Associates, Inc. 3.09M (2.35%) -623.67K
Decreased by -20.19%
Sep 30, 23
8 Geode Capital Management, LLC 2.93M (2.23%) 46.76K
Increased by +1.60%
Sep 30, 23
9 Fisher Asset Management, LLC 2.89M (2.20%) 74.52K
Increased by +2.58%
Sep 30, 23
10 HHG PLC 2.49M (1.90%) -46.30K
Decreased by -1.86%
Sep 30, 23
11 GQG Partners LLC 2.22M (1.69%) -128.34K
Decreased by -5.77%
Sep 30, 23
12 Sands Capital Management, LLC 1.93M (1.47%) -171.05K
Decreased by -8.84%
Sep 30, 23
13 Morgan Stanley - Brokerage Accounts 1.86M (1.42%) 56.82K
Increased by +3.06%
Sep 30, 23
14 Bank of New York Mellon Corp 1.64M (1.25%) 159.81K
Increased by +9.73%
Sep 30, 23
15 Amvescap Plc. 1.61M (1.23%) 3.41K
Increased by +0.21%
Sep 30, 23
16 Northern Trust Corp 1.52M (1.16%) 134.56K
Increased by +8.83%
Sep 30, 23
17 Amundi 1.39M (1.06%) -80.45K
Decreased by -5.79%
Sep 30, 23
18 Nuveen Asset Management, LLC 1.36M (1.04%) 194.90K
Increased by +14.28%
Sep 30, 23
19 Goldman Sachs Group Inc 1.22M (0.93%) 466.70K
Increased by +38.11%
Sep 30, 23
20 Massachusetts Financial Services Company 1.09M (0.83%) -143.73K
Decreased by -13.14%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers SDI Index 13.73M (10.46%) 0.00
Increased by 0.00%
Mar 31, 23
2 Vanguard Total Stock Mkt Idx Inv 4.15M (3.16%) 4.96K
Increased by +0.12%
Nov 30, 23
3 Vanguard Institutional 500 Index Trust 3.25M (2.47%) 29.66K
Increased by +0.91%
Nov 30, 23
4 Invesco QQQ Trust 2.41M (1.84%) 5.38K
Increased by +0.22%
Dec 29, 23
5 SPDR® S&P 500 ETF Trust 1.62M (1.24%) -11.39K
Decreased by -0.70%
Dec 31, 23
6 Fidelity® 500 Index 1.55M (1.18%) 9.88K
Increased by +0.64%
Nov 30, 23
7 iShares Core S&P 500 ETF 1.31M (1.00%) 780.00
Increased by +0.06%
Dec 29, 23
8 Vanguard Growth Index Investor 1.17M (0.89%) 6.37K
Increased by +0.55%
Nov 30, 23
9 Columbia Seligman Technology Growth 1.04M (0.79%) -89.28K
Decreased by -8.57%
Sep 30, 23
10 Columbia Seligman Tech & Info A 967.39K (0.74%) -74.30K
Decreased by -7.68%
Nov 30, 23
11 Vanguard Institutional Index I 888.28K (0.68%) -2.04K
Decreased by -0.23%
Nov 30, 23
12 Goldman Sachs GQG Ptnrs Intl Opps Instl 881.47K (0.67%) 0.00
Increased by 0.00%
Sep 30, 23
13 Technology Select Sector SPDR® ETF 837.39K (0.64%) 276.00
Increased by +0.03%
Dec 31, 23
14 Columbia Dividend Value 765.10K (0.58%) -181.27K
Decreased by -23.69%
Sep 30, 23
15 Columbia Dividend Income Inst 761.17K (0.58%) -3.93K
Decreased by -0.52%
Nov 30, 23
16 JPM US Large Cap Growth-MA 754.00K (0.57%) 695.40K
Increased by +92.23%
Sep 30, 23
17 JPMorgan Large Cap Growth I 754.00K (0.57%) 0.00
Increased by 0.00%
Nov 30, 23
18 Vanguard Information Technology ETF 729.80K (0.56%) -10.31K
Decreased by -1.41%
Nov 30, 23
19 Sands Capital Global Growth Equity 714.43K (0.54%) -119.95K
Decreased by -16.79%
Sep 30, 23