Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ILCB 1000.00%
2 JKG 1000.00%
3 JKE 1000.00%
4 IWV 1000.00%
5 IWR 1000.00%
6 IWP 1000.00%
7 IWF 1000.00%
8 IWB 1000.00%
9 IVW 1000.00%
10 IVV 1000.00%
11 IUSG 1000.00%
12 ITOT 1000.00%
13 IMCG 1000.00%
14 IMCB 1000.00%
15 ILCG 1000.00%
16 JKD 1000.00%
17 IYY 1000.00%
18 IYC 1000.00%
19 IXP 1000.00%
20 PEJ 4.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.97M (11.43%) -289.48K
Decreased by -1.61%
Sep 30, 23
2 BlackRock Inc 13.05M (8.29%) 269.83K
Increased by +2.07%
Sep 30, 23
3 PUBLIC INVESTMENT FUND 12.57M (7.99%) 0.00
Increased by 0.00%
Sep 30, 23
4 Select Equity Group LP 11.13M (7.07%) -160.18K
Decreased by -1.44%
Sep 30, 23
5 Canada Pension Plan Investment Board 8.80M (5.60%) 429.65K
Increased by +4.88%
Sep 30, 23
6 Principal Financial Group Inc 7.11M (4.52%) 33.22K
Increased by +0.47%
Sep 30, 23
7 State Street Corporation 6.89M (4.38%) 23.79K
Increased by +0.35%
Sep 30, 23
8 Amundi 4.13M (2.63%) -135.36K
Decreased by -3.28%
Sep 30, 23
9 Lone Pine Capital LLC 3.71M (2.36%) -259.79K
Decreased by -7.00%
Sep 30, 23
10 Geode Capital Management, LLC 3.12M (1.98%) 22.11K
Increased by +0.71%
Sep 30, 23
11 Findlay Park Partners LLP 3.06M (1.95%) 1.09M
Increased by +35.54%
Sep 30, 23
12 Morgan Stanley - Brokerage Accounts 2.97M (1.89%) 384.85K
Increased by +12.94%
Sep 30, 23
13 William Blair Investment Management, LLC 2.67M (1.70%) 144.33K
Increased by +5.40%
Sep 30, 23
14 Victory Capital Management Inc. 2.60M (1.65%) -390.17K
Decreased by -15.00%
Sep 30, 23
15 Jericho Capital Asset Management LP 2.10M (1.34%) 726.00K
Increased by +34.57%
Sep 30, 23
16 Artisan Partners Limited Partnership 2.04M (1.30%) 22.19K
Increased by +1.09%
Sep 30, 23
17 Amvescap Plc. 1.57M (1.00%) 298.91K
Increased by +18.99%
Sep 30, 23
18 CI Investments Inc 1.52M (0.97%) -1.86K
Decreased by -0.12%
Sep 30, 23
19 Bank of New York Mellon Corp 1.47M (0.93%) 36.09K
Increased by +2.46%
Sep 30, 23
20 Pacer Advisors, INC. 1.45M (0.92%) 405.02K
Increased by +27.92%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Principal MidCap R5 5.21M (3.31%) 45.39K
Increased by +0.87%
Nov 30, 23
2 Principal Aligned MidCap Equity 5.17M (3.29%) 39.76K
Increased by +0.77%
Sep 30, 23
3 Vanguard Total Stock Mkt Idx Inv 5.05M (3.21%) 6.22K
Increased by +0.12%
Nov 30, 23
4 Vanguard Mid Cap Index Institutional 3.66M (2.33%) 6.41K
Increased by +0.17%
Nov 30, 23
5 Vanguard Institutional 500 Index Trust 3.46M (2.20%) 32.79K
Increased by +0.95%
Nov 30, 23
6 Communication Services Sel Sect SPDR®ETF 3.12M (1.99%) 13.17K
Increased by +0.42%
Dec 29, 23
7 Findlay Park American I USD Dist 3.01M (1.92%) -46.02K
Decreased by -1.53%
Oct 31, 23
8 BlackRock Mid-Cap Growth Equity Instl 2.69M (1.71%) 0.00
Increased by 0.00%
Nov 30, 23
9 SPDR® S&P 500 ETF Trust 1.75M (1.11%) -12.26K
Decreased by -0.70%
Dec 31, 23
10 Victory Sycamore Established Value R 1.72M (1.09%) -285.00K
Decreased by -16.62%
Sep 30, 23
11 Fidelity® 500 Index 1.65M (1.05%) 10.51K
Increased by +0.64%
Nov 30, 23
12 Pacer US Cash Cows 100 ETF 1.60M (1.02%) 3.32K
Increased by +0.21%
Nov 30, 23
13 Vanguard Growth Index Investor 1.42M (0.90%) 7.58K
Increased by +0.53%
Nov 30, 23
14 iShares Core S&P 500 ETF 1.41M (0.90%) 840.00
Increased by +0.06%
Dec 29, 23
15 Pioneer A 1.28M (0.81%) -134.08K
Decreased by -10.49%
Nov 30, 23
16 Pioneer US Large Core Equity 1.19M (0.75%) 1.17M
Increased by +98.43%
Dec 31, 23
17 Vanguard Mid-Cap Growth ETF 1.12M (0.71%) 3.69K
Increased by +0.33%
Nov 30, 23