Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.79M (11.54%) 298.12K
Increased by +1.16%
Sep 30, 23
2 BlackRock Inc 16.05M (7.18%) -24.22K
Decreased by -0.15%
Sep 30, 23
3 Massachusetts Financial Services Company 11.45M (5.13%) -1.91M
Decreased by -16.71%
Sep 30, 23
4 Harris Associates L.P. 9.63M (4.31%) -99.53K
Decreased by -1.03%
Sep 30, 23
5 State Street Corporation 9.30M (4.16%) -165.80K
Decreased by -1.78%
Sep 30, 23
6 Boston Partners Global Investors, Inc 9.02M (4.04%) 359.56K
Increased by +3.99%
Sep 30, 23
7 Van Eck Associates Corporation 5.32M (2.38%) 711.99K
Increased by +13.38%
Sep 30, 23
8 Geode Capital Management, LLC 4.84M (2.17%) 88.56K
Increased by +1.83%
Sep 30, 23
9 Beutel, Goodman & Company Ltd. 4.53M (2.03%) 3.54K
Increased by +0.08%
Sep 30, 23
10 Fiduciary Management, Inc. of Milwaukee 4.37M (1.96%) -204.23K
Decreased by -4.68%
Sep 30, 23
11 JPMorgan Chase & Co 4.29M (1.92%) -335.23K
Decreased by -7.81%
Sep 30, 23
12 Northern Trust Corp 3.93M (1.76%) 145.47K
Increased by +3.70%
Sep 30, 23
13 AustralianSuper Pty Ltd 3.28M (1.47%) -280.97K
Decreased by -8.58%
Sep 30, 23
14 Impax Asset Management Group PLC 3.09M (1.38%) -249.00
Decreased by -0.01%
Sep 30, 23
15 Holocene Advisors, LP 3.04M (1.36%) 873.83K
Increased by +28.74%
Sep 30, 23
16 UBS Asset Mgmt Americas Inc 2.79M (1.25%) -396.70K
Decreased by -14.23%
Sep 30, 23
17 Manning & Napier Group, LLC 2.71M (1.21%) -138.48K
Decreased by -5.11%
Sep 30, 23
18 Bank of New York Mellon Corp 2.59M (1.16%) 26.62K
Increased by +1.03%
Sep 30, 23
19 Amvescap Plc. 2.56M (1.15%) 342.48K
Increased by +13.37%
Sep 30, 23
20 Nuveen Asset Management, LLC 2.20M (0.99%) 101.97K
Increased by +4.63%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.03M (3.15%) 7.47K
Increased by +0.11%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 5.48M (2.45%) 53.23K
Increased by +0.97%
Nov 30, 23
3 VanEck Morningstar Wide Moat 5.18M (2.32%) 262.61K
Increased by +5.07%
Dec 31, 23
4 VanEck Morningstar Wide Moat ETF 5.18M (2.32%) 4.97K
Increased by +0.10%
Dec 30, 23
5 Vanguard Mid Cap Index Institutional 5.11M (2.29%) 2.69K
Increased by +0.05%
Nov 30, 23
6 Oakmark Investor 5.07M (2.27%) 0.00
Increased by 0.00%
Sep 30, 23
7 JHancock Disciplined Value Mid Cap I 3.63M (1.62%) 0.00
Increased by 0.00%
Nov 30, 23
8 Impax Water Strategy Composite 3.07M (1.38%) 0.00
Increased by 0.00%
Oct 31, 23
9 SPDR® S&P 500 ETF Trust 2.78M (1.24%) -19.42K
Decreased by -0.70%
Dec 31, 23
10 Fidelity® 500 Index 2.62M (1.17%) 16.68K
Increased by +0.64%
Nov 30, 23
11 MFS Mid Cap Value Equity 2.52M (1.13%) 0.00
Increased by 0.00%
Sep 30, 23
12 MFS Mid Cap Value A 2.51M (1.12%) -4.92K
Decreased by -0.20%
Nov 30, 23
13 iShares Core S&P 500 ETF 2.24M (1.00%) 1.33K
Increased by +0.06%
Dec 29, 23
14 Vanguard Value Index Inv 1.94M (0.87%) 12.41K
Increased by +0.64%
Nov 30, 23
15 Vanguard Mid-Cap Value ETF 1.81M (0.81%) -8.02K
Decreased by -0.44%
Nov 30, 23
16 JHancock Disciplined Value I 1.78M (0.80%) 0.00
Increased by 0.00%
Nov 30, 23
17 American Funds SMALLCAP World A 1.63M (0.73%) 0.00
Increased by 0.00%
Sep 30, 23
18 BNP Paribas Aqua C C 1.59M (0.71%) 95.00
Increased by +0.01%
Nov 30, 23
19 Invesco S&P 500® Equal Weight ETF 1.50M (0.67%) 8.06K
Increased by +0.54%
Nov 30, 23
20 Vanguard Institutional Index I 1.50M (0.67%) -5.04K
Decreased by -0.34%
Nov 30, 23