Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYW 1000.00%
2 IGM 1000.00%
3 ISCB 1000.00%
4 ISCG 1000.00%
5 ITOT 1000.00%
6 IUSV 1000.00%
7 IVE 1000.00%
8 GLOF 1000.00%
9 IVV 1000.00%
10 IWB 1000.00%
11 IWD 1000.00%
12 IWFH 1000.00%
13 IWR 1000.00%
14 IWS 1000.00%
15 IWV 1000.00%
16 IXP 1000.00%
17 JKK 1000.00%
18 JKJ 1000.00%
19 IYY 1000.00%
20 IVRS 943.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 32.15M (11.90%) -206.28K
Decreased by -0.64%
Sep 30, 23
2 BlackRock Inc 25.67M (9.50%) -3.05M
Decreased by -11.87%
Sep 30, 23
3 State Street Corporation 13.22M (4.89%) 9.31K
Increased by +0.07%
Sep 30, 23
4 Nuveen Asset Management, LLC 10.54M (3.90%) 1.85M
Increased by +17.55%
Sep 30, 23
5 T. Rowe Price Associates, Inc. 9.69M (3.59%) -710.38K
Decreased by -7.33%
Sep 30, 23
6 Wellington Management Company LLP 8.28M (3.06%) 2.13M
Increased by +25.75%
Sep 30, 23
7 Ameriprise Financial Inc 7.70M (2.85%) 377.75K
Increased by +4.90%
Sep 30, 23
8 Flossbach von Storch AG 7.27M (2.69%) -1.00M
Decreased by -13.80%
Sep 30, 23
9 Neuberger Berman Group LLC 7.24M (2.68%) 4.01M
Increased by +55.39%
Sep 30, 23
10 Boston Partners Global Investors, Inc 7.08M (2.62%) 7.08M
Increased by +100.00%
Sep 30, 23
11 Geode Capital Management, LLC 6.21M (2.30%) 107.95K
Increased by +1.74%
Sep 30, 23
12 T. Rowe Price Investment Management,Inc. 5.71M (2.11%) 3.19M
Increased by +55.80%
Sep 30, 23
13 Sands Capital Management, LLC 5.53M (2.05%) -208.94K
Decreased by -3.78%
Sep 30, 23
14 Brown Advisory Holdings Inc 5.15M (1.91%) -635.58K
Decreased by -12.34%
Sep 30, 23
15 Morgan Stanley - Brokerage Accounts 4.30M (1.59%) 229.28K
Increased by +5.33%
Sep 30, 23
16 Amvescap Plc. 4.04M (1.49%) 156.47K
Increased by +3.88%
Sep 30, 23
17 First Manhattan Co. LLC 3.55M (1.31%) 2.80M
Increased by +78.88%
Sep 30, 23
18 FMR Inc 3.43M (1.27%) 427.63K
Increased by +12.45%
Sep 30, 23
19 Northern Trust Corp 2.67M (0.99%) 187.36K
Increased by +7.02%
Sep 30, 23
20 Bank of New York Mellon Corp 2.57M (0.95%) 51.91K
Increased by +2.02%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 8.69M (3.22%) 10.84K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 6.78M (2.51%) 68.42K
Increased by +1.01%
Nov 30, 23
3 Vanguard Mid Cap Index Institutional 6.32M (2.34%) 27.45K
Increased by +0.43%
Nov 30, 23
4 Communication Services Sel Sect SPDR®ETF 5.98M (2.21%) 25.23K
Increased by +0.42%
Dec 29, 23
5 FvS SICAV Multiple Opportunities F 4.50M (1.67%) 0.00
Increased by 0.00%
Sep 30, 23
6 T. Rowe Price Growth Stock 3.91M (1.45%) -238.71K
Decreased by -6.11%
Sep 30, 23
7 T. Rowe Price US Growth Stock Composite 3.91M (1.45%) -238.71K
Decreased by -6.11%
Sep 30, 23
8 Vanguard Windsor Investor Shares 3.73M (1.38%) 354.76K
Increased by +9.50%
Sep 30, 23
9 CREF Growth R1 3.51M (1.30%) 0.00
Increased by 0.00%
Nov 30, 23
10 BlackRock Mid-Cap Growth Equity Instl 3.35M (1.24%) -606.34K
Decreased by -18.10%
Oct 31, 23
11 SPDR® S&P 500 ETF Trust 3.35M (1.24%) -23.51K
Decreased by -0.70%
Dec 31, 23
12 Fidelity® 500 Index 3.24M (1.20%) 20.62K
Increased by +0.64%
Nov 30, 23
13 Invesco S&P 500® Equal Weight ETF 2.95M (1.09%) 0.00
Increased by 0.00%
Dec 29, 23
14 T. Rowe Price Mid-Cap Growth 2.80M (1.04%) 1.55M
Increased by +55.50%
Sep 30, 23
15 T. Rowe Price US Mid-Cap Growth Equity 2.80M (1.04%) 1.55M
Increased by +55.50%
Sep 30, 23
16 Neuberger Berman Long Short Instl 2.71M (1.00%) 685.18K
Increased by +25.29%
Nov 30, 23
17 iShares Core S&P 500 ETF 2.71M (1.00%) 1.62K
Increased by +0.06%
Dec 29, 23
18 T. Rowe Price Growth Stock Tr-B 2.48M (0.92%) 7.91K
Increased by +0.32%
Sep 30, 23
19 Vanguard Growth Index Investor 2.45M (0.91%) 13.54K
Increased by +0.55%
Nov 30, 23
20 FvS Multiple Opportunities II I 2.27M (0.84%) 0.00
Increased by 0.00%
Sep 30, 23