Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKG 1000.00%
2 JKI 1000.00%
3 IYY 1000.00%
4 IYH 1000.00%
5 IWV 1000.00%
6 IWS 1000.00%
7 IWR 1000.00%
8 IWD 1000.00%
9 IWB 1000.00%
10 ITOT 1000.00%
11 JKD 1000.00%
12 IMCV 1000.00%
13 IMCB 1000.00%
14 ILCV 1000.00%
15 ILCB 1000.00%
16 IHE 1000.00%
17 JKF 1000.00%
18 XPH 4.03%
19 FORH 3.25%
20 PILL 2.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley - Brokerage Accounts 48.13M (12.59%) 702.75K
Increased by +1.46%
Sep 30, 23
2 Vanguard Group Inc 39.44M (10.32%) 589.56K
Increased by +1.49%
Sep 30, 23
3 FMR Inc 30.43M (7.96%) -3.46M
Decreased by -11.36%
Sep 30, 23
4 BlackRock Inc 20.56M (5.38%) -177.66K
Decreased by -0.86%
Sep 30, 23
5 Baillie Gifford & Co Limited. 18.24M (4.77%) -259.30K
Decreased by -1.42%
Sep 30, 23
6 Adage Capital Partners Gp LLC 9.84M (2.57%) 1.19M
Increased by +12.09%
Sep 30, 23
7 Viking Global Investors LP 9.46M (2.48%) -386.73K
Decreased by -4.09%
Sep 30, 23
8 JPMorgan Chase & Co 8.89M (2.32%) 151.40K
Increased by +1.70%
Sep 30, 23
9 State Street Corporation 8.43M (2.20%) 238.78K
Increased by +2.83%
Sep 30, 23
10 Geode Capital Management, LLC 6.10M (1.60%) -44.31K
Decreased by -0.73%
Sep 30, 23
11 Goldman Sachs Group Inc 4.21M (1.10%) 563.14K
Increased by +13.38%
Sep 30, 23
12 Suvretta Capital Management, LLC 4.10M (1.07%) 1.05M
Increased by +25.60%
Sep 30, 23
13 abrdn PLC 3.71M (0.97%) -169.48K
Decreased by -4.57%
Sep 30, 23
14 Siguler Guff Advisers, LLC 3.39M (0.89%) 0.00
Increased by 0.00%
Sep 30, 23
15 Northern Trust Corp 2.60M (0.68%) 224.26K
Increased by +8.63%
Sep 30, 23
16 Legal & General Group PLC 2.55M (0.67%) 132.01K
Increased by +5.18%
Sep 30, 23
17 Ameriprise Financial Inc 2.44M (0.64%) 229.16K
Increased by +9.40%
Sep 30, 23
18 HHG PLC 2.24M (0.58%) -37.70K
Decreased by -1.69%
Sep 30, 23
19 Two Sigma Investments LLC 2.21M (0.58%) 1.08M
Increased by +48.72%
Sep 30, 23
20 California Public Employees Retrmnt Sys 2.03M (0.53%) 667.83K
Increased by +32.96%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 11.97M (3.13%) 15.59K
Increased by +0.13%
Nov 30, 23
2 Vanguard Mid Cap Index Institutional 8.68M (2.27%) 7.26K
Increased by +0.08%
Nov 30, 23
3 Morgan Stanley Growth 8.46M (2.21%) 557.98K
Increased by +6.60%
Sep 30, 23
4 Morgan Stanley Growth SMA 8.46M (2.21%) 339.40K
Increased by +4.01%
Sep 30, 23
5 Morgan Stanley Inst Growth I 8.46M (2.21%) 557.98K
Increased by +6.60%
Sep 30, 23
6 Fidelity® Contrafund® 7.02M (1.84%) 0.00
Increased by 0.00%
Nov 30, 23
7 MS INVF US Advantage I 6.57M (1.72%) -110.57K
Decreased by -1.68%
Oct 31, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 5.57M (1.46%) 102.87K
Increased by +1.85%
Nov 30, 23
9 MS INVF US Growth I 5.07M (1.33%) 304.73K
Increased by +6.01%
Nov 30, 23
10 Vanguard Value Index Inv 3.27M (0.86%) 5.53K
Increased by +0.17%
Nov 30, 23
11 Vanguard Mid-Cap Value ETF 3.07M (0.80%) -13.65K
Decreased by -0.44%
Nov 30, 23
12 Fidelity Contrafund Commingled Pl O 2.75M (0.72%) -97.98K
Decreased by -3.56%
Nov 30, 23
13 JPMorgan Growth Advantage A 2.59M (0.68%) 0.00
Increased by 0.00%
Nov 30, 23
14 Morgan Stanley Insight 2.37M (0.62%) 309.94K
Increased by +13.10%
Sep 30, 23
15 Morgan Stanley Insight A 2.37M (0.62%) 309.94K
Increased by +13.10%
Sep 30, 23
16 Fidelity Select Health Care 2.35M (0.61%) 450.00K
Increased by +19.15%
Nov 30, 23
17 Transamerica Capital Growth A 2.30M (0.60%) 0.00
Increased by 0.00%
Nov 30, 23
18 State St Russell Sm/Mid Cp® Indx NL Cl C 2.20M (0.57%) 73.50K
Increased by +3.35%
Dec 31, 23
19 Fidelity® Extended Market Index 2.08M (0.54%) 11.70K
Increased by +0.56%
Nov 30, 23
20 Fidelity® Select Health Care 1.90M (0.50%) 0.00
Increased by 0.00%
Oct 31, 23