Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKI 1000.00%
2 IYW 1000.00%
3 IXN 1000.00%
4 IWV 1000.00%
5 IWS 1000.00%
6 IWR 1000.00%
7 IWD 1000.00%
8 IWB 1000.00%
9 IVV 1000.00%
10 IVE 1000.00%
11 IUSV 1000.00%
12 ITOT 1000.00%
13 IMCV 1000.00%
14 IMCG 1000.00%
15 IMCB 1000.00%
16 ILCV 1000.00%
17 IYY 1000.00%
18 ILCG 1000.00%
19 ILCB 1000.00%
20 IGM 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.77M (12.18%) -93.01K
Decreased by -0.79%
Sep 30, 23
2 BlackRock Inc 8.89M (9.20%) 303.62K
Increased by +3.41%
Sep 30, 23
3 Capital Research Global Investors 4.66M (4.83%) -103.47K
Decreased by -2.22%
Sep 30, 23
4 State Street Corporation 4.33M (4.48%) -218.81K
Decreased by -5.05%
Sep 30, 23
5 Barclays PLC 3.87M (4.00%) 3.35M
Increased by +86.60%
Sep 30, 23
6 Fidelity International Ltd 2.66M (2.75%) -184.01K
Decreased by -6.92%
Sep 30, 23
7 Geode Capital Management, LLC 2.23M (2.31%) -11.32K
Decreased by -0.51%
Sep 30, 23
8 Amvescap Plc. 1.99M (2.06%) 316.33K
Increased by +15.90%
Sep 30, 23
9 Vulcan Value Partners, LLC 1.98M (2.04%) -332.56K
Decreased by -16.83%
Sep 30, 23
10 Citadel Advisors Llc 1.73M (1.79%) 4.17K
Increased by +0.24%
Sep 30, 23
11 Dimensional Fund Advisors, Inc. 1.49M (1.54%) -150.24K
Decreased by -10.09%
Sep 30, 23
12 Amundi 1.47M (1.52%) 837.96K
Increased by +56.91%
Sep 30, 23
13 Boston Partners Global Investors, Inc 1.43M (1.48%) -188.90K
Decreased by -13.21%
Sep 30, 23
14 JPMorgan Chase & Co 1.32M (1.36%) -402.29K
Decreased by -30.55%
Sep 30, 23
15 UBS Group AG 1.27M (1.31%) 1.05M
Increased by +83.10%
Sep 30, 23
16 Ameriprise Financial Inc 1.22M (1.27%) -509.30K
Decreased by -41.59%
Sep 30, 23
17 Morgan Stanley - Brokerage Accounts 1.21M (1.26%) 160.67K
Increased by +13.23%
Sep 30, 23
18 Point72 Asset Management, L.P. 1.20M (1.24%) 112.29K
Increased by +9.36%
Sep 30, 23
19 Northern Trust Corp 1.07M (1.11%) -1.60K
Decreased by -0.15%
Sep 30, 23
20 LSV Asset Management 1.01M (1.04%) -112.37K
Decreased by -11.15%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Capital Group AMCAP Composite 3.63M (3.76%) -3.34K
Decreased by -0.09%
Sep 30, 23
2 VA CollegeAmerica Amcap 529A 3.63M (3.76%) -3.34K
Decreased by -0.09%
Sep 30, 23
3 Vanguard Total Stock Mkt Idx Inv 3.08M (3.18%) 3.44K
Increased by +0.11%
Nov 30, 23
4 Vanguard Institutional 500 Index Trust 2.39M (2.47%) 24.05K
Increased by +1.01%
Nov 30, 23
5 Fidelity Global Technology A-Dis-EUR 2.34M (2.42%) 2.01K
Increased by +0.09%
Nov 30, 23
6 Vanguard Mid Cap Index Institutional 2.23M (2.30%) 1.29K
Increased by +0.06%
Nov 30, 23
7 SPDR® S&P 500 ETF Trust 1.21M (1.25%) -8.47K
Decreased by -0.70%
Dec 31, 23
8 Fidelity® 500 Index 1.14M (1.18%) 7.26K
Increased by +0.64%
Nov 30, 23
9 iShares Semiconductor ETF 1.08M (1.12%) -6.11K
Decreased by -0.56%
Dec 29, 23
10 JHancock Disciplined Value Mid Cap I 1.03M (1.07%) 0.00
Increased by 0.00%
Nov 30, 23
11 iShares Core S&P 500 ETF 969.65K (1.00%) 580.00
Increased by +0.06%
Dec 29, 23
12 Invesco S&P 500® Equal Weight ETF 910.12K (0.94%) 0.00
Increased by 0.00%
Dec 29, 23
13 Vanguard Value Index Inv 837.50K (0.87%) 393.00
Increased by +0.05%
Nov 30, 23
14 Vanguard Mid-Cap Value ETF 788.10K (0.82%) -3.50K
Decreased by -0.44%
Nov 30, 23
15 Vulcan Value Partners Large Cap Value 757.93K (0.78%) -116.36K
Decreased by -15.35%
Dec 31, 23
16 Vanguard Information Technology ETF 738.51K (0.76%) 281.00
Increased by +0.04%
Nov 30, 23
17 Columbia Seligman Tech & Info A 733.60K (0.76%) 0.00
Increased by 0.00%
Nov 30, 23
18 Columbia Seligman Technology Growth 733.60K (0.76%) -355.65K
Decreased by -48.48%
Sep 30, 23
19 Vanguard Institutional Index I 653.10K (0.68%) -2.19K
Decreased by -0.34%
Nov 30, 23
20 Direxion Daily Semicondct Bull 3X ETF 623.11K (0.64%) 24.34K
Increased by +3.91%
Dec 28, 23