Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWF 1000.00%
2 IHI 1000.00%
3 ILCB 1000.00%
4 ILCG 1000.00%
5 IMCB 1000.00%
6 IMCG 1000.00%
7 ITOT 1000.00%
8 JKG 1000.00%
9 JKE 1000.00%
10 JKD 1000.00%
11 IUSV 1000.00%
12 IYY 1000.00%
13 IVE 1000.00%
14 IYH 1000.00%
15 IVV 1000.00%
16 IWB 1000.00%
17 IWR 1000.00%
18 IWP 1000.00%
19 IWD 1000.00%
20 IXJ 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.57M (12.06%) -6.80K
Decreased by -0.04%
Sep 30, 23
2 BlackRock Inc 12.10M (8.30%) -136.99K
Decreased by -1.13%
Sep 30, 23
3 State Street Corporation 6.16M (4.23%) -224.66K
Decreased by -3.65%
Sep 30, 23
4 FMR Inc 3.81M (2.62%) -2.28M
Decreased by -59.90%
Sep 30, 23
5 Geode Capital Management, LLC 3.39M (2.33%) 59.42K
Increased by +1.75%
Sep 30, 23
6 Morgan Stanley - Brokerage Accounts 2.33M (1.60%) 1.18M
Increased by +50.59%
Sep 30, 23
7 Amvescap Plc. 2.01M (1.38%) -93.82K
Decreased by -4.67%
Sep 30, 23
8 Citadel Advisors Llc 1.72M (1.18%) -139.52K
Decreased by -8.11%
Sep 30, 23
9 Northern Trust Corp 1.49M (1.02%) -124.46K
Decreased by -8.35%
Sep 30, 23
10 Bank of New York Mellon Corp 1.14M (0.78%) -48.74K
Decreased by -4.28%
Sep 30, 23
11 Legal & General Group PLC 1.00M (0.69%) -40.19K
Decreased by -4.02%
Sep 30, 23
12 Amundi 994.97K (0.68%) 311.56K
Increased by +31.31%
Sep 30, 23
13 Two Sigma Investments LLC 934.17K (0.64%) 710.71K
Increased by +76.08%
Sep 30, 23
14 abrdn PLC 901.49K (0.62%) 398.30K
Increased by +44.18%
Sep 30, 23
15 Charles Schwab Investment Management Inc 817.18K (0.56%) 2.88K
Increased by +0.35%
Sep 30, 23
16 Two Sigma Advisers, LLC 697.60K (0.48%) 610.50K
Increased by +87.51%
Sep 30, 23
17 Marshall Wace Asset Management Ltd 686.89K (0.47%) 339.75K
Increased by +49.46%
Sep 30, 23
18 VOLORIDGE INVESTMENT MANAGEMENT, LLC 662.36K (0.45%) 478.16K
Increased by +72.19%
Sep 30, 23
19 D. E. Shaw & Co LP 657.33K (0.45%) 465.39K
Increased by +70.80%
Sep 30, 23
20 UBS Asset Mgmt Americas Inc 612.58K (0.42%) -201.39K
Decreased by -32.87%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.61M (3.17%) 5.65K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 3.58M (2.46%) 34.41K
Increased by +0.96%
Nov 30, 23
3 Vanguard Mid Cap Index Institutional 3.34M (2.29%) 2.41K
Increased by +0.07%
Nov 30, 23
4 SPDR® S&P 500 ETF Trust 1.81M (1.24%) -12.70K
Decreased by -0.70%
Dec 31, 23
5 Fidelity® 500 Index 1.71M (1.18%) 10.90K
Increased by +0.64%
Nov 30, 23
6 iShares Core S&P 500 ETF 1.46M (1.01%) 870.00
Increased by +0.06%
Dec 29, 23
7 Vanguard Growth Index Investor 1.30M (0.89%) 7.10K
Increased by +0.55%
Nov 30, 23
8 Health Care Select Sector SPDR® ETF 1.09M (0.75%) -792.00
Decreased by -0.07%
Dec 31, 23
9 Vanguard Mid-Cap Growth ETF 1.02M (0.70%) 3.21K
Increased by +0.31%
Nov 30, 23
10 iShares US Medical Devices ETF 1.02M (0.70%) -2.56K
Decreased by -0.25%
Dec 29, 23
11 Vanguard Institutional Index I 979.13K (0.67%) -3.29K
Decreased by -0.34%
Nov 30, 23
12 Invesco OFI International Growth 860.44K (0.59%) 50.83K
Increased by +5.91%
Sep 30, 23
13 Invesco Oppenheimer International Gr A 850.40K (0.58%) -10.04K
Decreased by -1.18%
Nov 30, 23
14 Vanguard Dividend Appreciation ETF 843.19K (0.58%) 5.69K
Increased by +0.67%
Nov 30, 23
15 State St S&P 500® Indx SL Cl III 701.11K (0.48%) -1.20K
Decreased by -0.17%
Dec 31, 23
16 Fidelity Series International Growth 692.22K (0.48%) -41.60K
Decreased by -6.01%
Nov 30, 23
17 iShares Russell Mid-Cap Growth ETF 672.83K (0.46%) 0.00
Increased by 0.00%
Dec 29, 23
18 Invesco S&P 500® Equal Weight ETF 580.77K (0.40%) 0.00
Increased by 0.00%
Dec 29, 23
19 Blackrock Eq Idx Fund CF 525.77K (0.36%) 4.36K
Increased by +0.83%
Dec 31, 23
20 iShares Russell 1000 Growth ETF 499.64K (0.34%) -837.00
Decreased by -0.17%
Dec 29, 23