Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 358.40K (11.43%) 7.52K
Increased by +2.10%
Sep 30, 23
2 BlackRock Inc 271.98K (8.67%) 6.19K
Increased by +2.28%
Sep 30, 23
3 State Street Corporation 143.19K (4.57%) 6.49K
Increased by +4.53%
Sep 30, 23
4 Capital Research Global Investors 106.12K (3.38%) 53.00
Increased by +0.05%
Sep 30, 23
5 Diamond Hill Capital Management Inc 91.96K (2.93%) -5.03K
Decreased by -5.47%
Sep 30, 23
6 Wellington Management Company LLP 81.81K (2.61%) -3.41K
Decreased by -4.17%
Sep 30, 23
7 Geode Capital Management, LLC 76.99K (2.46%) 5.51K
Increased by +7.16%
Sep 30, 23
8 Capital World Investors 70.06K (2.23%) 35.00
Increased by +0.05%
Sep 30, 23
9 T. Rowe Price Associates, Inc. 65.67K (2.09%) 24.70K
Increased by +37.61%
Sep 30, 23
10 Principal Financial Group Inc 52.64K (1.68%) -487.00
Decreased by -0.93%
Sep 30, 23
11 Boston Partners Global Investors, Inc 46.33K (1.48%) -660.00
Decreased by -1.42%
Sep 30, 23
12 Amvescap Plc. 44.32K (1.41%) 4.47K
Increased by +10.08%
Sep 30, 23
13 Thrivent Financial For Lutherans 39.55K (1.26%) 14.00
Increased by +0.04%
Sep 30, 23
14 Smead Capital Management Inc 39.20K (1.25%) -1.26K
Decreased by -3.22%
Sep 30, 23
15 Northern Trust Corp 38.52K (1.23%) 3.94K
Increased by +10.24%
Sep 30, 23
16 FMR Inc 37.68K (1.20%) -3.40K
Decreased by -9.02%
Sep 30, 23
17 First Trust Advisors L.P. 33.06K (1.05%) -4.33K
Decreased by -13.10%
Sep 30, 23
18 Schroder Investment Management Group 31.18K (0.99%) 2.90K
Increased by +9.30%
Sep 30, 23
19 Royal Bank of Canada 31.09K (0.99%) -965.00
Decreased by -3.10%
Sep 30, 23
20 Nuveen Asset Management, LLC 30.42K (0.97%) -1.72K
Decreased by -5.65%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 123.91K (3.95%) -14.42K
Decreased by -11.64%
Sep 30, 23
2 Capital Group Growth Fnd of Amer Comp 123.91K (3.95%) -14.42K
Decreased by -11.64%
Sep 30, 23
3 Vanguard Total Stock Mkt Idx Inv 97.06K (3.10%) 237.00
Increased by +0.24%
Nov 30, 23
4 Vanguard Institutional 500 Index Trust 79.50K (2.54%) 761.00
Increased by +0.96%
Nov 30, 23
5 Vanguard Mid Cap Index Institutional 70.52K (2.25%) 108.00
Increased by +0.15%
Nov 30, 23
6 Diamond Hill Large Cap Equity 54.41K (1.74%) -1.35K
Decreased by -2.48%
Nov 30, 23
7 Capital Group AMCAP Composite 46.80K (1.49%) -6.41K
Decreased by -13.70%
Sep 30, 23
8 VA CollegeAmerica Amcap 529A 46.80K (1.49%) -6.41K
Decreased by -13.70%
Sep 30, 23
9 Principal MidCap R5 40.53K (1.29%) 404.00
Increased by +1.00%
Nov 30, 23
10 Principal Aligned MidCap Equity 40.36K (1.29%) -562.00
Decreased by -1.39%
Sep 30, 23
11 Fidelity® 500 Index 37.79K (1.21%) 301.00
Increased by +0.80%
Oct 31, 23
12 SPDR® S&P 500 ETF Trust 37.10K (1.18%) 122.00
Increased by +0.33%
Nov 30, 23
13 Smead US Value Composite 34.97K (1.12%) 0.00
Increased by 0.00%
Nov 30, 23
14 Smead Value Investor 34.97K (1.12%) 0.00
Increased by 0.00%
Nov 30, 23
15 iShares Core S&P 500 ETF 32.18K (1.03%) 32.00
Increased by +0.10%
Nov 30, 23
16 Diamond Hill Large Cap Inv 31.51K (1.00%) -1.25K
Decreased by -3.98%
Nov 30, 23