Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCG 1000.00%
2 ISCB 1000.00%
3 JKK 1000.00%
4 JKJ 1000.00%
5 IYY 1000.00%
6 IYM 1000.00%
7 IWV 1000.00%
8 IWS 1000.00%
9 IWR 1000.00%
10 IWD 1000.00%
11 IWB 1000.00%
12 IUSV 1000.00%
13 IUSG 1000.00%
14 ITOT 1000.00%
15 ISCV 1000.00%
16 GOAU 10.64%
17 XME 4.28%
18 GDX 2.86%
19 FXZ 2.64%
20 EASI 2.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 8.12M (12.44%) 1.62M
Increased by +19.98%
Sep 30, 23
2 BlackRock Inc 7.15M (10.96%) 185.45K
Increased by +2.59%
Sep 30, 23
3 Vanguard Group Inc 6.62M (10.14%) -11.18K
Decreased by -0.17%
Sep 30, 23
4 Van Eck Associates Corporation 4.28M (6.56%) 54.45K
Increased by +1.27%
Sep 30, 23
5 State Street Corporation 3.67M (5.62%) 401.53K
Increased by +10.95%
Sep 30, 23
6 Arnhold & S. Bleichroeder Advisers, LLC 3.63M (5.56%) -46.16K
Decreased by -1.27%
Sep 30, 23
7 Findlay Park Partners LLP 1.30M (1.99%) -12.27K
Decreased by -0.94%
Sep 30, 23
8 Geode Capital Management, LLC 1.04M (1.59%) 21.08K
Increased by +2.03%
Sep 30, 23
9 Acadian Asset Management LLC 817.58K (1.25%) 588.46K
Increased by +71.98%
Sep 30, 23
10 Bank of New York Mellon Corp 813.75K (1.25%) -17.25K
Decreased by -2.12%
Sep 30, 23
11 Millennium Management LLC 714.39K (1.09%) 201.89K
Increased by +28.26%
Sep 30, 23
12 Northern Trust Corp 699.14K (1.07%) 3.54K
Increased by +0.51%
Sep 30, 23
13 Kopernik Global Investors, LLC 598.08K (0.92%) 0.00
Increased by 0.00%
Sep 30, 23
14 Dimensional Fund Advisors, Inc. 570.69K (0.87%) 8.85K
Increased by +1.55%
Sep 30, 23
15 Morgan Stanley - Brokerage Accounts 509.92K (0.78%) -49.15K
Decreased by -9.64%
Sep 30, 23
16 Charles Schwab Investment Management Inc 450.13K (0.69%) 3.07K
Increased by +0.68%
Sep 30, 23
17 Anchor Capital Advisors Inc 413.20K (0.63%) -16.61K
Decreased by -4.02%
Sep 30, 23
18 Renaissance Technologies Corp 387.83K (0.59%) 18.00K
Increased by +4.64%
Sep 30, 23
19 ClearBridge Advisors, LLC 348.36K (0.53%) 0.00
Increased by 0.00%
Sep 30, 23
20 Ninety One UK Limited 331.81K (0.51%) -3.72K
Decreased by -1.12%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American Balanced A 4.23M (6.48%) 507.50K
Increased by +12.00%
Sep 30, 23
2 VanEck Gold Miners ETF USD 3.53M (5.41%) 0.00
Increased by 0.00%
Dec 30, 23
3 Vanguard Total Stock Mkt Idx Inv 2.06M (3.15%) 2.63K
Increased by +0.13%
Nov 30, 23
4 iShares Core S&P Mid-Cap ETF 1.99M (3.05%) -361.00
Decreased by -0.02%
Dec 29, 23
5 American Funds Fundamental Invs A 1.81M (2.77%) 389.50K
Increased by +21.56%
Sep 30, 23
6 Capital Group Fundamental Invtrs Comp 1.81M (2.77%) 389.50K
Increased by +21.56%
Sep 30, 23
7 Vanguard Small Cap Index 1.70M (2.61%) 7.13K
Increased by +0.42%
Nov 30, 23
8 First Eagle Global A 1.48M (2.26%) 0.00
Increased by 0.00%
Nov 30, 23
9 American Funds IS® Asset Allocation 1 1.41M (2.15%) 705.00K
Increased by +50.18%
Sep 30, 23
10 Findlay Park American I USD Dist 1.28M (1.96%) -19.58K
Decreased by -1.53%
Oct 31, 23
11 First Eagle Gold A 971.28K (1.49%) 40.50K
Increased by +4.17%
Nov 30, 23
12 Vanguard Small Cap Growth Index Inv 952.65K (1.46%) 5.98K
Increased by +0.63%
Nov 30, 23
13 Vanguard Institutional Extnd Mkt Idx Tr 951.27K (1.46%) 20.39K
Increased by +2.14%
Nov 30, 23
14 SPDR® S&P Dividend ETF 909.65K (1.39%) 0.00
Increased by 0.00%
Dec 31, 23
15 SPDR® S&P Metals and Mining ETF 663.94K (1.02%) -1.98K
Decreased by -0.30%
Dec 31, 23
16 American Funds IS® Growth 1 599.00K (0.92%) 0.00
Increased by 0.00%
Sep 30, 23
17 Capital Group Growth Composite 599.00K (0.92%) 0.00
Increased by 0.00%
Sep 30, 23
18 SPDR® S&P MIDCAP 400 ETF Trust 526.02K (0.81%) -4.53K
Decreased by -0.86%
Nov 30, 23
19 BL-Global Flexible EUR A 475.02K (0.73%) 14.00
Increased by +0.00%
Nov 30, 23
20 First Eagle Overseas A 454.97K (0.70%) 0.00
Increased by 0.00%
Nov 30, 23