Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWR 1000.00%
2 IMCG 1000.00%
3 IMCB 1000.00%
4 ILCG 1000.00%
5 ILCB 1000.00%
6 ITOT 1000.00%
7 IUSG 1000.00%
8 IUSV 1000.00%
9 IVE 1000.00%
10 KXI 1000.00%
11 IVV 1000.00%
12 IWD 1000.00%
13 IWS 1000.00%
14 IWF 1000.00%
15 IWP 1000.00%
16 JKG 1000.00%
17 JKE 1000.00%
18 IVW 1000.00%
19 JKD 1000.00%
20 IYY 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.79M (11.70%) -348.67K
Decreased by -2.08%
Sep 30, 23
2 BlackRock Inc 11.03M (7.68%) -108.61K
Decreased by -0.98%
Sep 30, 23
3 State Street Corporation 5.72M (3.98%) -112.56K
Decreased by -1.97%
Sep 30, 23
4 Apg All Pensions Group 5.28M (3.68%) -454.84K
Decreased by -8.62%
Sep 30, 23
5 Citadel Advisors Llc 3.79M (2.64%) 1.41M
Increased by +37.26%
Sep 30, 23
6 Amvescap Plc. 3.42M (2.38%) 77.94K
Increased by +2.28%
Sep 30, 23
7 Geode Capital Management, LLC 3.17M (2.21%) 64.64K
Increased by +2.04%
Sep 30, 23
8 Stockbridge Partners LLC 2.63M (1.83%) -374.65K
Decreased by -14.26%
Sep 30, 23
9 London Company of Virginia 2.61M (1.82%) -92.89K
Decreased by -3.56%
Sep 30, 23
10 Bank of America Corp 2.13M (1.48%) -687.37K
Decreased by -32.31%
Sep 30, 23
11 Morgan Stanley - Brokerage Accounts 2.02M (1.41%) 138.59K
Increased by +6.85%
Sep 30, 23
12 Anomaly Capital Management, LP 1.91M (1.33%) 26.21K
Increased by +1.37%
Sep 30, 23
13 Duquesne Family Office LLC 1.83M (1.27%) -240.52K
Decreased by -13.17%
Sep 30, 23
14 Franklin Resources Inc 1.60M (1.12%) 126.20K
Increased by +7.88%
Sep 30, 23
15 Point72 Asset Management, L.P. 1.48M (1.03%) -259.56K
Decreased by -17.55%
Sep 30, 23
16 Northern Trust Corp 1.47M (1.03%) 93.13K
Increased by +6.32%
Sep 30, 23
17 Kayne Anderson Rudnick Investment Management LLC 1.47M (1.02%) 197.09K
Increased by +13.44%
Sep 30, 23
18 Marshall Wace Asset Management Ltd 1.45M (1.01%) 961.22K
Increased by +66.23%
Sep 30, 23
19 TPG GP A, LLC 1.39M (0.97%) -778.88K
Decreased by -56.23%
Sep 30, 23
20 Holocene Advisors, LP 1.35M (0.94%) 712.42K
Increased by +52.83%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.56M (3.18%) 5.40K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 3.55M (2.48%) 33.09K
Increased by +0.93%
Nov 30, 23
3 Vanguard Small Cap Index 1.89M (1.31%) 8.15K
Increased by +0.43%
Nov 30, 23
4 SPDR® S&P 500 ETF Trust 1.77M (1.23%) -12.56K
Decreased by -0.71%
Dec 31, 23
5 Touchstone Mid Cap Y 1.76M (1.23%) 26.01K
Increased by +1.48%
Sep 30, 23
6 Fidelity® 500 Index 1.70M (1.18%) 10.81K
Increased by +0.64%
Nov 30, 23
7 Vanguard Mid Cap Index Institutional 1.65M (1.15%) 383.00
Increased by +0.02%
Nov 30, 23
8 iShares Core S&P 500 ETF 1.44M (1.01%) 860.00
Increased by +0.06%
Dec 29, 23
9 Champlain Mid Cap Fund, LLC 1.09M (0.76%) -6.60K
Decreased by -0.61%
Nov 30, 23
10 Vanguard Small Cap Growth Index Inv 1.06M (0.74%) 6.88K
Increased by +0.65%
Nov 30, 23
11 Consumer Staples Select Sector SPDR® ETF 1.02M (0.71%) -3.05K
Decreased by -0.30%
Dec 31, 23
12 Vanguard Institutional Index I 972.25K (0.68%) -67.00
Decreased by -0.01%
Nov 30, 23
13 Invesco S&P 500® Equal Weight ETF 936.83K (0.65%) 0.00
Increased by 0.00%
Dec 29, 23
14 Virtus KAR Mid-Cap Core I 797.54K (0.56%) 156.58K
Increased by +19.63%
Sep 30, 23
15 State St S&P 500® Indx SL Cl III 694.60K (0.48%) -2.20K
Decreased by -0.32%
Dec 31, 23
16 Vanguard Growth Index Investor 641.59K (0.45%) 3.72K
Increased by +0.58%
Nov 30, 23
17 iShares Russell Mid-Cap Growth ETF 635.11K (0.44%) 0.00
Increased by 0.00%
Dec 29, 23
18 NBI US Equity Priv Ptf F CAD 605.20K (0.42%) 0.00
Increased by 0.00%
Dec 31, 23
19 Franklin Growth A 519.56K (0.36%) 0.00
Increased by 0.00%
Nov 30, 23
20 Franklin Growth Fund A 519.56K (0.36%) 0.00
Increased by 0.00%
Nov 30, 23