Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IMCB 1000.00%
2 IXN 1000.00%
3 IWV 1000.00%
4 IWS 1000.00%
5 IWR 1000.00%
6 IWD 1000.00%
7 IWB 1000.00%
8 IVW 1000.00%
9 IVV 1000.00%
10 IVE 1000.00%
11 IUSV 1000.00%
12 IUSG 1000.00%
13 ITOT 1000.00%
14 IRBO 1000.00%
15 IMCV 1000.00%
16 IMCG 1000.00%
17 ILCV 1000.00%
18 ILCG 1000.00%
19 ILCB 1000.00%
20 IGM 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 66.25M (12.51%) -481.72K
Decreased by -0.73%
Sep 30, 23
2 BlackRock Inc 45.78M (8.65%) -651.44K
Decreased by -1.42%
Sep 30, 23
3 State Street Corporation 23.99M (4.53%) -227.22K
Decreased by -0.95%
Sep 30, 23
4 T. Rowe Price Investment Management,Inc. 22.74M (4.30%) -64.38K
Decreased by -0.28%
Sep 30, 23
5 Dodge & Cox 17.30M (3.27%) -4.45M
Decreased by -25.73%
Sep 30, 23
6 Aristotle Capital Management LLC 15.82M (2.99%) -491.22K
Decreased by -3.11%
Sep 30, 23
7 Ameriprise Financial Inc 12.64M (2.39%) -241.59K
Decreased by -1.91%
Sep 30, 23
8 Geode Capital Management, LLC 12.29M (2.32%) 232.21K
Increased by +1.89%
Sep 30, 23
9 FMR Inc 12.23M (2.31%) -11.05K
Decreased by -0.09%
Sep 30, 23
10 Morgan Stanley - Brokerage Accounts 9.56M (1.81%) 719.35K
Increased by +7.52%
Sep 30, 23
11 Principal Financial Group Inc 9.19M (1.74%) -1.36K
Decreased by -0.01%
Sep 30, 23
12 Northern Trust Corp 7.52M (1.42%) 80.43K
Increased by +1.07%
Sep 30, 23
13 Boston Partners Global Investors, Inc 7.34M (1.39%) -1.45M
Decreased by -19.70%
Sep 30, 23
14 Bank of America Corp 7.28M (1.38%) -80.62K
Decreased by -1.11%
Sep 30, 23
15 Macquarie Group Ltd 6.37M (1.20%) -379.92K
Decreased by -5.96%
Sep 30, 23
16 Amundi 5.77M (1.09%) 1.92M
Increased by +33.31%
Sep 30, 23
17 HHG PLC 5.50M (1.04%) -1.21M
Decreased by -21.94%
Sep 30, 23
18 Bank of New York Mellon Corp 5.08M (0.96%) 21.54K
Increased by +0.42%
Sep 30, 23
19 Amvescap Plc. 4.89M (0.92%) 334.16K
Increased by +6.83%
Sep 30, 23
20 JPMorgan Chase & Co 4.72M (0.89%) 1.27M
Increased by +26.83%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 17.05M (3.22%) 20.52K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 13.27M (2.51%) 122.15K
Increased by +0.92%
Nov 30, 23
3 Vanguard Mid Cap Index Institutional 12.37M (2.34%) 12.15K
Increased by +0.10%
Nov 30, 23
4 Dodge & Cox Stock I 11.48M (2.17%) 11.42M
Increased by +99.51%
Sep 30, 23
5 T. Rowe Price Mid-Cap Growth 11.20M (2.11%) -49.40K
Decreased by -0.44%
Sep 30, 23
6 T. Rowe Price US Mid-Cap Growth Equity 11.20M (2.11%) -49.40K
Decreased by -0.44%
Sep 30, 23
7 Invesco QQQ Trust 9.90M (1.87%) 22.02K
Increased by +0.22%
Dec 29, 23
8 Nomura US Value Strategy Mother Fund 9.58M (1.81%) 9.58M
Increased by +100.00%
Apr 27, 23
9 SPDR® S&P 500 ETF Trust 6.67M (1.26%) -46.87K
Decreased by -0.70%
Dec 31, 23
10 Fidelity® 500 Index 6.34M (1.20%) 40.37K
Increased by +0.64%
Nov 30, 23
11 Columbia Dividend Value 5.53M (1.04%) -62.38K
Decreased by -1.13%
Sep 30, 23
12 Columbia Dividend Income Inst 5.50M (1.04%) -28.41K
Decreased by -0.52%
Nov 30, 23
13 iShares Core S&P 500 ETF 5.39M (1.02%) 3.22K
Increased by +0.06%
Dec 29, 23
14 Fidelity® Select Semiconductors 5.17M (0.98%) 0.00
Increased by 0.00%
Oct 31, 23
15 Select Semiconductors 5.17M (0.98%) 0.00
Increased by 0.00%
Nov 30, 23
16 Vanguard Growth Index Investor 4.80M (0.91%) 26.63K
Increased by +0.56%
Nov 30, 23
17 iShares Semiconductor ETF 4.35M (0.82%) -24.53K
Decreased by -0.56%
Dec 29, 23
18 Principal MidCap R5 4.32M (0.82%) 36.28K
Increased by +0.84%
Nov 30, 23
19 Principal Aligned MidCap Equity 4.27M (0.81%) 55.46K
Increased by +1.30%
Sep 30, 23
20 Janus Henderson Enterprise D 3.86M (0.73%) -13.07K
Decreased by -0.34%
Sep 30, 23