Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWD 1000.00%
2 IWB 1000.00%
3 IYY 1000.00%
4 IWV 1000.00%
5 IWS 1000.00%
6 IWR 1000.00%
7 ISCB 1000.00%
8 ISCG 1000.00%
9 ISCV 1000.00%
10 JKK 1000.00%
11 JKJ 1000.00%
12 ITOT 1000.00%
13 ZIG 3.14%
14 KONG 2.63%
15 SPDV 2.03%
16 TUSA 1.94%
17 MBOX 1.66%
18 FTDS 1.65%
19 QDIV 1.48%
20 RSPN 1.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 13.66M (13.51%) 34.00K
Increased by +0.25%
Sep 30, 23
2 Vanguard Group Inc 12.58M (12.45%) -327.85K
Decreased by -2.61%
Sep 30, 23
3 BlackRock Inc 9.99M (9.89%) -245.73K
Decreased by -2.46%
Sep 30, 23
4 State Street Corporation 4.59M (4.54%) -60.00K
Decreased by -1.31%
Sep 30, 23
5 AllianceBernstein L.P. 3.64M (3.60%) -62.28K
Decreased by -1.71%
Sep 30, 23
6 Geode Capital Management, LLC 2.86M (2.82%) 45.91K
Increased by +1.61%
Sep 30, 23
7 Morgan Stanley - Brokerage Accounts 2.74M (2.71%) 1.17M
Increased by +42.79%
Sep 30, 23
8 Charles Schwab Investment Management Inc 2.63M (2.61%) 57.13K
Increased by +2.17%
Sep 30, 23
9 Boston Partners Global Investors, Inc 2.40M (2.37%) 911.97K
Increased by +38.07%
Sep 30, 23
10 Fiduciary Management, Inc. of Milwaukee 1.88M (1.86%) 29.29K
Increased by +1.56%
Sep 30, 23
11 Northern Trust Corp 1.79M (1.77%) 164.52K
Increased by +9.18%
Sep 30, 23
12 Amvescap Plc. 1.71M (1.69%) 135.66K
Increased by +7.95%
Sep 30, 23
13 Mawer Investment Management Ltd 1.46M (1.44%) 1.46M
Increased by +100.00%
Sep 30, 23
14 First Trust Advisors L.P. 1.43M (1.41%) 71.89K
Increased by +5.04%
Sep 30, 23
15 UBS Asset Mgmt Americas Inc 1.35M (1.34%) 232.83K
Increased by +17.20%
Sep 30, 23
16 Dimensional Fund Advisors, Inc. 1.34M (1.33%) -9.49K
Decreased by -0.71%
Sep 30, 23
17 Wellington Management Company LLP 1.05M (1.04%) 23.38K
Increased by +2.23%
Sep 30, 23
18 Bank of New York Mellon Corp 1.02M (1.01%) -35.18K
Decreased by -3.46%
Sep 30, 23
19 Deutsche Bank AG 953.64K (0.94%) -176.04K
Decreased by -18.46%
Sep 30, 23
20 Railway Pension Investment Ltd 840.77K (0.83%) 0.00
Increased by 0.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 4.55M (4.50%) -15.24K
Decreased by -0.34%
Sep 30, 23
2 Capital Group Growth Fnd of Amer Comp 4.55M (4.50%) -15.24K
Decreased by -0.34%
Sep 30, 23
3 American Funds Washington Mutual A 4.53M (4.48%) -12.28K
Decreased by -0.27%
Sep 30, 23
4 Capital Group Wash Mutual Invtrs Comp 4.53M (4.48%) -12.28K
Decreased by -0.27%
Sep 30, 23
5 Vanguard Total Stock Mkt Idx Inv 3.19M (3.16%) 15.01K
Increased by +0.47%
Nov 30, 23
6 American Funds American Balanced A 2.69M (2.66%) 0.00
Increased by 0.00%
Sep 30, 23
7 Vanguard Small Cap Index 2.63M (2.61%) 10.54K
Increased by +0.40%
Nov 30, 23
8 Vanguard Institutional 500 Index Trust 2.61M (2.58%) 26.38K
Increased by +1.01%
Nov 30, 23
9 Vanguard Small Cap Value Index Inv 1.83M (1.81%) 5.39K
Increased by +0.29%
Nov 30, 23
10 Schwab US Dividend Equity ETF™ 1.68M (1.67%) 246.00
Increased by +0.01%
Dec 30, 23
11 SPDR® S&P 500 ETF Trust 1.33M (1.32%) 10.46K
Increased by +0.79%
Dec 29, 23
12 American Funds IS® Growth 1 1.30M (1.29%) 0.00
Increased by 0.00%
Sep 30, 23
13 Capital Group Growth Composite 1.30M (1.29%) 0.00
Increased by 0.00%
Sep 30, 23
14 Fidelity® 500 Index 1.25M (1.23%) 7.94K
Increased by +0.64%
Nov 30, 23
15 Invesco S&P 500® Equal Weight ETF 1.14M (1.13%) 0.00
Increased by 0.00%
Dec 29, 23
16 JHancock Disciplined Value Mid Cap I 1.12M (1.11%) 6.07K
Increased by +0.54%
Oct 31, 23
17 iShares Core S&P 500 ETF 1.05M (1.04%) 630.00
Increased by +0.06%
Dec 29, 23
18 Pacer US Cash Cows 100 ETF 825.98K (0.82%) 1.71K
Increased by +0.21%
Nov 30, 23
19 FMI Common Stock Investor 810.00K (0.80%) 67.00K
Increased by +8.27%
Sep 30, 23