Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 32.02M (10.94%) 5.04M
Increased by +15.74%
Sep 30, 23
2 BlackRock Inc 27.71M (9.46%) 1.79M
Increased by +6.46%
Sep 30, 23
3 Apg All Pensions Group 18.00M (6.15%) 122.94K
Increased by +0.68%
Sep 30, 23
4 State Street Corporation 12.39M (4.23%) 1.11M
Increased by +8.94%
Sep 30, 23
5 Select Equity Group LP 10.40M (3.55%) -1.04M
Decreased by -9.99%
Sep 30, 23
6 Kayne Anderson Rudnick Investment Management LLC 9.29M (3.17%) 2.68M
Increased by +28.86%
Sep 30, 23
7 Geode Capital Management, LLC 6.27M (2.14%) 722.54K
Increased by +11.53%
Sep 30, 23
8 Amvescap Plc. 3.99M (1.36%) 620.18K
Increased by +15.53%
Sep 30, 23
9 Northern Trust Corp 3.17M (1.08%) 312.27K
Increased by +9.86%
Sep 30, 23
10 Riverbridge Partners LLC 3.15M (1.08%) -362.06K
Decreased by -11.49%
Sep 30, 23
11 Durable Capital Partners LP 3.07M (1.05%) 2.86M
Increased by +93.17%
Sep 30, 23
12 Neuberger Berman Group LLC 3.06M (1.04%) -11.23K
Decreased by -0.37%
Sep 30, 23
13 Morgan Stanley - Brokerage Accounts 3.05M (1.04%) -511.60K
Decreased by -16.78%
Sep 30, 23
14 Renaissance Technologies Corp 2.94M (1.00%) 757.60K
Increased by +25.75%
Sep 30, 23
15 Ghisallo Capital Management LLC 2.50M (0.85%) 2.50M
Increased by +100.00%
Sep 30, 23
16 Alyeska Investment Group, L.P. 2.25M (0.77%) 2.25M
Increased by +100.00%
Sep 30, 23
17 Allspring Global Investments Holdings, LLC 2.20M (0.75%) 363.39K
Increased by +16.51%
Sep 30, 23
18 Bank of New York Mellon Corp 2.13M (0.73%) 158.96K
Increased by +7.47%
Sep 30, 23
19 Macquarie Group Ltd 2.09M (0.71%) 2.06M
Increased by +98.68%
Sep 30, 23
20 Caisse De Depot Et Placement Du Quebec 2.09M (0.71%) 397.44K
Increased by +19.05%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 9.12M (3.11%) 11.45K
Increased by +0.13%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 6.84M (2.34%) 66.30K
Increased by +0.97%
Nov 30, 23
3 Vanguard Mid Cap Index Institutional 6.62M (2.26%) 4.94K
Increased by +0.07%
Nov 30, 23
4 BlackRock Mid-Cap Growth Equity Instl 4.14M (1.41%) 278.76K
Increased by +6.73%
Nov 30, 23
5 SPDR® S&P 500 ETF Trust 3.46M (1.18%) -24.38K
Decreased by -0.70%
Dec 31, 23
6 Fidelity® 500 Index 3.27M (1.12%) 20.82K
Increased by +0.64%
Nov 30, 23
7 iShares Core S&P 500 ETF 2.80M (0.95%) 1.67K
Increased by +0.06%
Dec 29, 23
8 Vanguard Growth Index Investor 2.56M (0.88%) 15.27K
Increased by +0.60%
Nov 30, 23
9 iShares MSCI USA Min Vol Factor ETF 2.29M (0.78%) 4.59K
Increased by +0.20%
Dec 29, 23
10 Invesco S&P 500® Equal Weight ETF 2.28M (0.78%) 0.00
Increased by 0.00%
Dec 29, 23
11 Vanguard Mid-Cap Growth ETF 2.02M (0.69%) 6.14K
Increased by +0.30%
Nov 30, 23
12 Rathbone Global Opportunities R Acc 1.91M (0.65%) 0.00
Increased by 0.00%
Oct 31, 23
13 Neuberger Berman Genesis Inv 1.88M (0.64%) -11.70K
Decreased by -0.62%
Sep 30, 23
14 Vanguard Institutional Index I 1.87M (0.64%) 1.66K
Increased by +0.09%
Nov 30, 23
15 Baron Asset Retail 1.64M (0.56%) 0.00
Increased by 0.00%
Dec 31, 23
16 Baron Mid Cap Growth Strategy 1.64M (0.56%) 0.00
Increased by 0.00%
Dec 31, 23
17 First Trust Value Line® Dividend ETF 1.64M (0.56%) -903.00
Decreased by -0.06%
Nov 30, 23
18 Smithson Investment Trust Ord 1.63M (0.56%) 0.00
Increased by 0.00%
Aug 31, 23
19 State St S&P 500® Indx SL Cl III 1.34M (0.46%) -2.80K
Decreased by -0.21%
Dec 31, 23
20 1290 VT GAMCO Small Company Value IB 1.25M (0.43%) -4.00K
Decreased by -0.32%
Nov 30, 23