Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 39.86M (9.75%) -322.62K
Decreased by -0.81%
Sep 30, 23
2 BlackRock Inc 35.73M (8.74%) 476.12K
Increased by +1.33%
Sep 30, 23
3 AllianceBernstein L.P. 17.89M (4.38%) 5.65M
Increased by +31.60%
Sep 30, 23
4 State Street Corporation 15.67M (3.83%) -374.43K
Decreased by -2.39%
Sep 30, 23
5 Morgan Stanley - Brokerage Accounts 12.91M (3.16%) -195.00K
Decreased by -1.51%
Sep 30, 23
6 Geode Capital Management, LLC 10.37M (2.54%) 231.87K
Increased by +2.24%
Sep 30, 23
7 Capital Research Global Investors 9.40M (2.30%) 419.05K
Increased by +4.46%
Sep 30, 23
8 Fiera Capital Corporation 8.08M (1.98%) -666.15K
Decreased by -8.24%
Sep 30, 23
9 Massachusetts Financial Services Company 7.72M (1.89%) -256.47K
Decreased by -3.32%
Sep 30, 23
10 JPMorgan Chase & Co 7.54M (1.85%) 2.44M
Increased by +32.39%
Sep 30, 23
11 Fundsmith LLP 6.45M (1.58%) -4.50K
Decreased by -0.07%
Sep 30, 23
12 BLS Capital Fondsmæglerselskab A/S 5.52M (1.35%) -254.22K
Decreased by -4.61%
Sep 30, 23
13 Dodge & Cox 5.10M (1.25%) -68.42K
Decreased by -1.34%
Sep 30, 23
14 Northern Trust Corp 4.66M (1.14%) 135.05K
Increased by +2.90%
Sep 30, 23
15 Boston Partners Global Investors, Inc 4.64M (1.14%) -45.79K
Decreased by -0.99%
Sep 30, 23
16 Amvescap Plc. 4.48M (1.10%) -2.14M
Decreased by -47.82%
Sep 30, 23
17 Bank of New York Mellon Corp 3.77M (0.92%) -344.02K
Decreased by -9.12%
Sep 30, 23
18 FMR Inc 3.71M (0.91%) -99.61K
Decreased by -2.68%
Sep 30, 23
19 Bank of America Corp 3.64M (0.89%) -619.66K
Decreased by -17.02%
Sep 30, 23
20 Grantham, Mayo, Van Otterloo & Co., LLC 3.45M (0.84%) 59.21K
Increased by +1.72%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 12.90M (3.16%) 14.58K
Increased by +0.11%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 10.04M (2.46%) 91.00K
Increased by +0.91%
Nov 30, 23
3 Fundsmith Equity I Acc 5.77M (1.41%) 74.23K
Increased by +1.29%
Jun 30, 23
4 SPDR® S&P 500 ETF Trust 5.04M (1.23%) -35.48K
Decreased by -0.70%
Dec 31, 23
5 Fidelity® 500 Index 4.80M (1.17%) 30.53K
Increased by +0.64%
Nov 30, 23
6 Vanguard Mid Cap Index Institutional 4.68M (1.14%) 3.54K
Increased by +0.08%
Nov 30, 23
7 American Funds Growth Fund of Amer A 4.42M (1.08%) 398.66K
Increased by +9.02%
Sep 30, 23
8 Capital Group Growth Fnd of Amer Comp 4.42M (1.08%) 398.66K
Increased by +9.02%
Sep 30, 23
9 MS INVF Global Brands A USD 4.37M (1.07%) -42.11K
Decreased by -0.96%
Sep 30, 23
10 Morgan Stanley Glbl Franchise 4.37M (1.07%) -42.11K
Decreased by -0.96%
Sep 30, 23
11 Dodge & Cox Stock I 4.08M (1.00%) 4.06M
Increased by +99.53%
Sep 30, 23
12 iShares Core S&P 500 ETF 4.08M (1.00%) 2.43K
Increased by +0.06%
Dec 29, 23
13 Vanguard Value Index Inv 3.53M (0.86%) 13.85K
Increased by +0.39%
Nov 30, 23
14 AllianceBernstein US L/C Growth Eqty MF 3.42M (0.84%) 22.79K
Increased by +0.67%
Nov 30, 23
15 AB Large Cap Growth A 3.24M (0.79%) 54.49K
Increased by +1.68%
Nov 30, 23
16 American Funds Invmt Co of Amer A 3.05M (0.75%) -5.55K
Decreased by -0.18%
Sep 30, 23
17 Capital Group Investment Co of Amer Comp 3.05M (0.75%) -5.55K
Decreased by -0.18%
Sep 30, 23
18 Vanguard Institutional Index I 2.74M (0.67%) -5.46K
Decreased by -0.20%
Nov 30, 23
19 JPMorgan Equity Premium Income ETF 2.63M (0.64%) -33.92K
Decreased by -1.29%
Dec 29, 23
20 CIBC Disciplined Equity 2.48M (0.61%) 0.00
Increased by 0.00%
Sep 30, 23