Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ILCB 1000.00%
2 JKI 1000.00%
3 JKG 1000.00%
4 JKF 1000.00%
5 JKD 1000.00%
6 IYY 1000.00%
7 IYW 1000.00%
8 IWV 1000.00%
9 IWS 1000.00%
10 IWR 1000.00%
11 IWD 1000.00%
12 IWB 1000.00%
13 ITOT 1000.00%
14 IMCV 1000.00%
15 IMCB 1000.00%
16 ILCV 1000.00%
17 FINX 5.30%
18 FINQ 3.16%
19 CBSE 2.42%
20 BLCV 2.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 26.00M (12.11%) -140.41K
Decreased by -0.54%
Sep 30, 23
2 Vanguard Group Inc 19.87M (9.26%) -64.59K
Decreased by -0.33%
Sep 30, 23
3 HHG PLC 14.89M (6.94%) -42.89K
Decreased by -0.29%
Sep 30, 23
4 Pzena Investment Management, LLC 14.23M (6.63%) 197.93K
Increased by +1.39%
Sep 30, 23
5 Boston Partners Global Investors, Inc 8.69M (4.05%) 435.38K
Increased by +5.01%
Sep 30, 23
6 Diamond Hill Capital Management Inc 7.89M (3.68%) 44.76K
Increased by +0.57%
Sep 30, 23
7 Cantillon Capital Management LLC 5.10M (2.38%) -20.07K
Decreased by -0.39%
Sep 30, 23
8 State Street Corporation 5.06M (2.36%) 111.46K
Increased by +2.20%
Sep 30, 23
9 Burgundy Asset Management Ltd 4.61M (2.15%) 3.46K
Increased by +0.07%
Sep 30, 23
10 Capital Research Global Investors 4.01M (1.87%) -62.12K
Decreased by -1.55%
Sep 30, 23
11 FMR Inc 3.88M (1.81%) -839.19K
Decreased by -21.62%
Sep 30, 23
12 Franklin Resources Inc 3.82M (1.78%) 11.47K
Increased by +0.30%
Sep 30, 23
13 T. Rowe Price Associates, Inc. 3.78M (1.76%) -203.99K
Decreased by -5.40%
Sep 30, 23
14 Geode Capital Management, LLC 3.23M (1.50%) 57.67K
Increased by +1.79%
Sep 30, 23
15 Turtle Creek Asset Management Inc. 2.85M (1.33%) 178.80K
Increased by +6.28%
Sep 30, 23
16 Vulcan Value Partners, LLC 2.52M (1.17%) 931.61K
Increased by +36.99%
Sep 30, 23
17 Baupost Group LLC 2.30M (1.07%) -1.42M
Decreased by -61.85%
Sep 30, 23
18 Alkeon Capital Management, LLC 2.27M (1.06%) -180.00K
Decreased by -7.93%
Sep 30, 23
19 Millennium Management LLC 2.26M (1.05%) 2.20M
Increased by +97.48%
Sep 30, 23
20 Durable Capital Partners LP 2.22M (1.04%) 215.34K
Increased by +9.69%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Janus Henderson Enterprise D 8.60M (4.01%) -29.16K
Decreased by -0.34%
Sep 30, 23
2 Janus Inst Mid Cap Growth CF 8.60M (4.01%) -29.16K
Decreased by -0.34%
Sep 30, 23
3 Vanguard Total Stock Mkt Idx Inv 6.61M (3.08%) 7.18K
Increased by +0.11%
Nov 30, 23
4 BlackRock Equity Dividend Instl 6.37M (2.97%) -107.17K
Decreased by -1.68%
Nov 30, 23
5 Diamond Hill Large Cap Equity 4.84M (2.26%) 27.27K
Increased by +0.56%
Dec 31, 23
6 Vanguard Mid Cap Index Institutional 4.80M (2.23%) 3.01K
Increased by +0.06%
Nov 30, 23
7 Pzena Large Cap Value 3.64M (1.69%) 0.00
Increased by 0.00%
Dec 31, 23
8 Vanguard Windsor Investor Shares 3.64M (1.69%) 0.00
Increased by 0.00%
Sep 30, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 3.12M (1.46%) 61.14K
Increased by +1.96%
Nov 30, 23
10 Diamond Hill Large Cap Inv 2.81M (1.31%) -138.81K
Decreased by -4.95%
Dec 31, 23
11 American Funds Invmt Co of Amer A 2.79M (1.30%) -5.08K
Decreased by -0.18%
Sep 30, 23
12 Capital Group Investment Co of Amer Comp 2.79M (1.30%) -5.08K
Decreased by -0.18%
Sep 30, 23
13 Janus Henderson Triton D 2.48M (1.15%) -58.98K
Decreased by -2.38%
Sep 30, 23
14 Janus Henderson US SMID Cap Growth 2.48M (1.15%) -58.98K
Decreased by -2.38%
Sep 30, 23
15 JHancock Disciplined Value Mid Cap I 2.26M (1.05%) -560.89K
Decreased by -24.81%
Oct 31, 23
16 Franklin Mutual Shares Z 2.10M (0.98%) 0.00
Increased by 0.00%
Nov 30, 23
17 T. Rowe Price Mid-Cap Value 2.00M (0.93%) 5.46K
Increased by +0.27%
Sep 30, 23
18 T. Rowe Price US Mid-Cap Value Equity 2.00M (0.93%) 5.46K
Increased by +0.27%
Sep 30, 23
19 Vanguard Value Index Inv 1.80M (0.84%) 176.00
Increased by +0.01%
Nov 30, 23
20 Vanguard Mid-Cap Value ETF 1.70M (0.79%) -7.50K
Decreased by -0.44%
Nov 30, 23