Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ILCB 1000.00%
2 IYK 1000.00%
3 IWV 1000.00%
4 IWS 1000.00%
5 IWR 1000.00%
6 IWP 1000.00%
7 IWF 1000.00%
8 IWD 1000.00%
9 IWB 1000.00%
10 IUSV 1000.00%
11 ITOT 1000.00%
12 IMCG 1000.00%
13 IMCB 1000.00%
14 ILCG 1000.00%
15 JKG 1000.00%
16 JKE 1000.00%
17 JKD 1000.00%
18 IYY 1000.00%
19 PSL 3.61%
20 RWK 2.78%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 21.35M (14.02%) 71.45K
Increased by +0.33%
Sep 30, 23
2 Vanguard Group Inc 15.93M (10.46%) 107.45K
Increased by +0.67%
Sep 30, 23
3 BlackRock Inc 13.45M (8.83%) 31.26K
Increased by +0.23%
Sep 30, 23
4 FMR Inc 12.44M (8.17%) 98.76K
Increased by +0.79%
Sep 30, 23
5 ClearBridge Advisors, LLC 6.35M (4.17%) 879.23K
Increased by +13.85%
Sep 30, 23
6 Wellington Management Company LLP 6.08M (3.99%) -2.26M
Decreased by -37.26%
Sep 30, 23
7 State Street Corporation 4.28M (2.81%) -1.11K
Decreased by -0.03%
Sep 30, 23
8 JPMorgan Chase & Co 4.18M (2.74%) -14.44K
Decreased by -0.35%
Sep 30, 23
9 Amvescap Plc. 3.70M (2.43%) 283.79K
Increased by +7.68%
Sep 30, 23
10 Morgan Stanley - Brokerage Accounts 3.12M (2.05%) 1.56K
Increased by +0.05%
Sep 30, 23
11 William Blair Investment Management, LLC 2.62M (1.72%) -414.97K
Decreased by -15.82%
Sep 30, 23
12 Geode Capital Management, LLC 2.32M (1.52%) 46.79K
Increased by +2.01%
Sep 30, 23
13 Palestra Capital Management LLC 2.26M (1.48%) 453.45K
Increased by +20.07%
Sep 30, 23
14 Jennison Associates LLC 2.16M (1.42%) -461.37K
Decreased by -21.34%
Sep 30, 23
15 Holocene Advisors, LP 2.13M (1.40%) 162.79K
Increased by +7.63%
Sep 30, 23
16 Eminence Capital LLC 2.00M (1.31%) -57.80K
Decreased by -2.89%
Sep 30, 23
17 Victory Capital Management Inc. 1.92M (1.26%) 329.61K
Increased by +17.18%
Sep 30, 23
18 Principal Financial Group Inc 1.67M (1.10%) -17.17K
Decreased by -1.03%
Sep 30, 23
19 Dimensional Fund Advisors, Inc. 1.54M (1.01%) -5.29K
Decreased by -0.34%
Sep 30, 23
20 Citadel Advisors Llc 1.54M (1.01%) -2.08M
Decreased by -135.05%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Fundamental Invs A 10.06M (6.60%) -6.20K
Decreased by -0.06%
Sep 30, 23
2 Capital Group Fundamental Invtrs Comp 10.06M (6.60%) -6.20K
Decreased by -0.06%
Sep 30, 23
3 Vanguard Total Stock Mkt Idx Inv 4.89M (3.21%) 6.29K
Increased by +0.13%
Nov 30, 23
4 iShares Core S&P Mid-Cap ETF 4.72M (3.10%) -855.00
Decreased by -0.02%
Dec 29, 23
5 Vanguard Small Cap Index 4.04M (2.66%) 16.93K
Increased by +0.42%
Nov 30, 23
6 American Funds Growth Fund of Amer A 3.84M (2.52%) -12.88K
Decreased by -0.34%
Sep 30, 23
7 Capital Group Growth Fnd of Amer Comp 3.84M (2.52%) -12.88K
Decreased by -0.34%
Sep 30, 23
8 American Funds IS® Growth 1 3.56M (2.34%) 0.00
Increased by 0.00%
Sep 30, 23
9 Capital Group Growth Composite 3.56M (2.34%) 0.00
Increased by 0.00%
Sep 30, 23
10 Vanguard Small Cap Value Index Inv 2.81M (1.85%) 7.95K
Increased by +0.28%
Nov 30, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 2.25M (1.48%) 49.35K
Increased by +2.19%
Nov 30, 23
12 Vanguard Explorer Inv 1.71M (1.12%) -595.22K
Decreased by -34.87%
Sep 30, 23
13 American Funds New Economy A 1.61M (1.05%) -1.50K
Decreased by -0.09%
Sep 30, 23
14 Capital Group New Economy Comp 1.61M (1.05%) -1.50K
Decreased by -0.09%
Sep 30, 23
15 Fidelity® Mid-Cap Stock 1.52M (1.00%) 0.00
Increased by 0.00%
Nov 30, 23
16 JPMorgan Small Cap Equity A 1.32M (0.86%) -7.60K
Decreased by -0.58%
Nov 30, 23
17 ClearBridge Select I 1.30M (0.85%) 0.00
Increased by 0.00%
Sep 30, 23
18 VIP Mid Cap Initial 1.28M (0.84%) 0.00
Increased by 0.00%
Nov 30, 23
19 JPM US Small Cap Core-Composite 1.28M (0.84%) -45.32K
Decreased by -3.54%
Dec 31, 23
20 SPDR® S&P MIDCAP 400 ETF Trust 1.25M (0.82%) -10.77K
Decreased by -0.86%
Nov 30, 23