Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IUSV 1000.00%
2 IWB 1000.00%
3 IVW 1000.00%
4 IVV 1000.00%
5 IVE 1000.00%
6 IUSG 1000.00%
7 EXI 1000.00%
8 ILCB 1000.00%
9 ILCG 1000.00%
10 IMCB 1000.00%
11 IMCG 1000.00%
12 ITOT 1000.00%
13 JKG 1000.00%
14 JKE 1000.00%
15 JKD 1000.00%
16 IYY 1000.00%
17 IWV 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 16.04M (11.18%) -45.27K
Decreased by -0.28%
Sep 30, 23
2 BlackRock Inc 11.40M (7.94%) -90.17K
Decreased by -0.79%
Sep 30, 23
3 State Street Corporation 5.59M (3.90%) -63.48K
Decreased by -1.14%
Sep 30, 23
4 Peconic Partners LLC 5.53M (3.85%) 0.00
Increased by 0.00%
Sep 30, 23
5 Capital World Investors 5.38M (3.75%) -614.84K
Decreased by -11.44%
Sep 30, 23
6 JPMorgan Chase & Co 4.29M (2.99%) -546.42K
Decreased by -12.74%
Sep 30, 23
7 FMR Inc 4.23M (2.95%) 44.14K
Increased by +1.04%
Sep 30, 23
8 Geode Capital Management, LLC 3.14M (2.19%) 59.49K
Increased by +1.90%
Sep 30, 23
9 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 2.46M (1.72%) 181.69K
Increased by +7.38%
Sep 30, 23
10 Amvescap Plc. 2.14M (1.49%) -103.27K
Decreased by -4.82%
Sep 30, 23
11 Public Employees Retirt Assn Of Colorado 2.05M (1.43%) 2.03M
Increased by +99.08%
Sep 30, 23
12 Royal Bank of Canada 1.64M (1.14%) -147.74K
Decreased by -9.03%
Sep 30, 23
13 Morgan Stanley - Brokerage Accounts 1.54M (1.07%) 49.60K
Increased by +3.22%
Sep 30, 23
14 Dimensional Fund Advisors, Inc. 1.49M (1.04%) -216.31K
Decreased by -14.51%
Sep 30, 23
15 Northern Trust Corp 1.45M (1.01%) 54.27K
Increased by +3.74%
Sep 30, 23
16 Massachusetts Financial Services Company 1.41M (0.98%) 40.23K
Increased by +2.85%
Sep 30, 23
17 AGF Management Ltd 1.41M (0.98%) 88.42K
Increased by +6.27%
Sep 30, 23
18 Bank of America Corp 1.35M (0.94%) 96.92K
Increased by +7.19%
Sep 30, 23
19 Franklin Resources Inc 1.24M (0.87%) -34.53K
Decreased by -2.77%
Sep 30, 23
20 Fidelity International Ltd 1.23M (0.86%) -81.44K
Decreased by -6.60%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.55M (3.17%) 5.49K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 3.54M (2.47%) 33.48K
Increased by +0.95%
Nov 30, 23
3 Vanguard Mid Cap Index Institutional 3.30M (2.30%) 3.31K
Increased by +0.10%
Nov 30, 23
4 American Funds Fundamental Invs A 2.33M (1.62%) -311.00K
Decreased by -13.34%
Sep 30, 23
5 Capital Group Fundamental Invtrs Comp 2.33M (1.62%) -311.00K
Decreased by -13.34%
Sep 30, 23
6 American Funds American Balanced A 2.08M (1.45%) -204.50K
Decreased by -9.81%
Sep 30, 23
7 SPDR® S&P 500 ETF Trust 1.79M (1.25%) -12.56K
Decreased by -0.70%
Dec 31, 23
8 Fidelity® 500 Index 1.69M (1.18%) 10.77K
Increased by +0.64%
Nov 30, 23
9 Fidelity® Magellan® 1.68M (1.17%) -1.10K
Decreased by -0.07%
Nov 30, 23
10 iShares Core S&P 500 ETF 1.45M (1.01%) 860.00
Increased by +0.06%
Dec 29, 23
11 Vanguard Growth Index Investor 1.28M (0.89%) 6.98K
Increased by +0.55%
Nov 30, 23
12 Franklin Innovation Composite 1.10M (0.77%) 0.00
Increased by 0.00%
Sep 30, 23
13 Vanguard Mid-Cap Growth ETF 1.01M (0.70%) 3.17K
Increased by +0.31%
Nov 30, 23
14 Vanguard Institutional Index I 968.17K (0.67%) -1.62K
Decreased by -0.17%
Nov 30, 23
15 JPMorgan Growth Advantage A 952.45K (0.66%) 0.00
Increased by 0.00%
Nov 30, 23
16 Franklin DynaTech A 900.00K (0.63%) -100.00K
Decreased by -11.11%
Nov 30, 23
17 Franklin DynaTech Fund A 900.00K (0.63%) -100.00K
Decreased by -11.11%
Nov 30, 23
18 JPM US Mid Cap Growth-MA 829.74K (0.58%) 465.14K
Increased by +56.06%
Sep 30, 23
19 Carillon Scout Mid Cap I 767.08K (0.53%) 99.04K
Increased by +12.91%
Sep 30, 23
20 Scout Mid Cap Equity 767.08K (0.53%) 99.04K
Increased by +12.91%
Sep 30, 23