Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKE 1000.00%
2 IVE 1000.00%
3 JKI 1000.00%
4 IUSV 1000.00%
5 ITOT 1000.00%
6 IUSG 1000.00%
7 GLOF 1000.00%
8 JKG 1000.00%
9 JKF 1000.00%
10 JKD 1000.00%
11 IHF 1000.00%
12 IYY 1000.00%
13 IYH 1000.00%
14 ILCB 1000.00%
15 IXJ 1000.00%
16 IWV 1000.00%
17 ILCG 1000.00%
18 IWS 1000.00%
19 IWR 1000.00%
20 IWP 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.56M (11.38%) -99.75K
Decreased by -1.52%
Sep 30, 23
2 Capital World Investors 5.48M (9.50%) 1.12M
Increased by +20.51%
Sep 30, 23
3 BlackRock Inc 4.72M (8.18%) -148.50K
Decreased by -3.15%
Sep 30, 23
4 T. Rowe Price Associates, Inc. 4.08M (7.09%) 160.43K
Increased by +3.93%
Sep 30, 23
5 Wellington Management Company LLP 3.40M (5.89%) 259.47K
Increased by +7.64%
Sep 30, 23
6 State Street Corporation 2.45M (4.25%) -68.95K
Decreased by -2.82%
Sep 30, 23
7 Capital Research Global Investors 2.31M (4.00%) 1.00M
Increased by +43.45%
Sep 30, 23
8 FMR Inc 2.18M (3.77%) 22.58K
Increased by +1.04%
Sep 30, 23
9 T. Rowe Price Investment Management,Inc. 2.14M (3.71%) -109.11K
Decreased by -5.09%
Sep 30, 23
10 Capital Research & Mgmt Co - Division 3 1.65M (2.86%) -217.74K
Decreased by -13.21%
Sep 30, 23
11 Durable Capital Partners LP 1.57M (2.72%) 146.14K
Increased by +9.33%
Sep 30, 23
12 Geode Capital Management, LLC 1.27M (2.21%) 31.94K
Increased by +2.51%
Sep 30, 23
13 Amvescap Plc. 1.19M (2.06%) 112.24K
Increased by +9.43%
Sep 30, 23
14 Boston Partners Global Investors, Inc 908.09K (1.58%) -7.77K
Decreased by -0.86%
Sep 30, 23
15 Renaissance Technologies Corp 858.24K (1.49%) -143.50K
Decreased by -16.72%
Sep 30, 23
16 Northern Trust Corp 604.43K (1.05%) 31.79K
Increased by +5.26%
Sep 30, 23
17 Morgan Stanley - Brokerage Accounts 488.01K (0.85%) -52.62K
Decreased by -10.78%
Sep 30, 23
18 Lord, Abbett & Co LLC 470.39K (0.82%) 104.35K
Increased by +22.18%
Sep 30, 23
19 Bank of New York Mellon Corp 447.85K (0.78%) -12.51K
Decreased by -2.79%
Sep 30, 23
20 Victory Capital Management Inc. 423.42K (0.73%) -467.73K
Decreased by -110.46%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 2.16M (3.74%) 0.00
Increased by 0.00%
Sep 30, 23
2 American Funds Fundamental Invs A 1.92M (3.33%) 715.56K
Increased by +37.24%
Sep 30, 23
3 Capital Group Fundamental Invtrs Comp 1.92M (3.33%) 715.56K
Increased by +37.24%
Sep 30, 23
4 Vanguard Total Stock Mkt Idx Inv 1.83M (3.17%) 2.34K
Increased by +0.13%
Nov 30, 23
5 Vanguard Institutional 500 Index Trust 1.42M (2.47%) 13.91K
Increased by +0.98%
Nov 30, 23
6 Vanguard Mid Cap Index Institutional 1.26M (2.19%) 1.85K
Increased by +0.15%
Nov 30, 23
7 American Funds Capital World Gr&Inc A 1.26M (2.18%) 727.00K
Increased by +57.75%
Sep 30, 23
8 Capital Group World Growth & Inc Cmp 1.26M (2.18%) 727.00K
Increased by +57.75%
Sep 30, 23
9 American Funds Growth Fund of Amer A 1.22M (2.11%) -4.08K
Decreased by -0.34%
Sep 30, 23
10 Capital Group Growth Fnd of Amer Comp 1.22M (2.11%) -4.08K
Decreased by -0.34%
Sep 30, 23
11 T. Rowe Price New Horizons 882.17K (1.53%) 177.39K
Increased by +20.11%
Sep 30, 23
12 American Funds New Economy A 787.53K (1.37%) 203.25K
Increased by +25.81%
Sep 30, 23
13 Capital Group New Economy Comp 787.53K (1.37%) 203.25K
Increased by +25.81%
Sep 30, 23
14 T. Rowe Price Health Sciences 738.46K (1.28%) 5.18K
Increased by +0.70%
Sep 30, 23
15 Vanguard Health Care Inv 729.66K (1.27%) 0.00
Increased by 0.00%
Sep 30, 23
16 T. Rowe Price Mid-Cap Growth 726.60K (1.26%) -3.20K
Decreased by -0.44%
Sep 30, 23
17 T. Rowe Price US Mid-Cap Growth Equity 726.60K (1.26%) -3.20K
Decreased by -0.44%
Sep 30, 23