Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.20M (11.94%) -71.71K
Decreased by -0.39%
Sep 30, 23
2 BlackRock Inc 13.41M (8.80%) -498.94K
Decreased by -3.72%
Sep 30, 23
3 FMR Inc 11.53M (7.57%) 437.05K
Increased by +3.79%
Sep 30, 23
4 State Street Corporation 6.15M (4.04%) -177.64K
Decreased by -2.89%
Sep 30, 23
5 Ameriprise Financial Inc 5.70M (3.74%) -27.04K
Decreased by -0.47%
Sep 30, 23
6 JPMorgan Chase & Co 5.54M (3.63%) -2.38M
Decreased by -42.89%
Sep 30, 23
7 Baillie Gifford & Co Limited. 4.73M (3.11%) -103.91K
Decreased by -2.20%
Sep 30, 23
8 Kayne Anderson Rudnick Investment Management LLC 4.43M (2.91%) 106.85K
Increased by +2.41%
Sep 30, 23
9 Geode Capital Management, LLC 3.53M (2.32%) 50.03K
Increased by +1.42%
Sep 30, 23
10 Van Eck Associates Corporation 3.44M (2.26%) 419.84K
Increased by +12.21%
Sep 30, 23
11 Nordea Investment Mgmt Bank Demark A/s 3.18M (2.09%) 140.58K
Increased by +4.42%
Sep 30, 23
12 Amvescap Plc. 2.43M (1.59%) 476.76K
Increased by +19.64%
Sep 30, 23
13 Boston Partners Global Investors, Inc 2.35M (1.54%) 654.18K
Increased by +27.82%
Sep 30, 23
14 Sumitomo Mitsui Trust Holdings Inc 2.29M (1.50%) 72.39K
Increased by +3.16%
Sep 30, 23
15 Pictet Asset Manangement SA 2.23M (1.47%) 2.23M
Increased by +100.00%
Sep 30, 23
16 Barclays PLC 2.22M (1.46%) -114.93K
Decreased by -5.17%
Sep 30, 23
17 Macquarie Group Ltd 2.09M (1.37%) -18.97K
Decreased by -0.91%
Sep 30, 23
18 Allspring Global Investments Holdings, LLC 2.07M (1.36%) 1.72M
Increased by +83.02%
Sep 30, 23
19 Northern Trust Corp 1.71M (1.12%) 78.46K
Increased by +4.60%
Sep 30, 23
20 Morgan Stanley - Brokerage Accounts 1.68M (1.10%) 52.55K
Increased by +3.13%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.81M (3.16%) 5.41K
Increased by +0.11%
Nov 30, 23
2 Select Semiconductors 3.81M (2.50%) 0.00
Increased by 0.00%
Nov 30, 23
3 Vanguard Institutional 500 Index Trust 3.75M (2.46%) 34.90K
Increased by +0.93%
Nov 30, 23
4 Vanguard Mid Cap Index Institutional 3.50M (2.30%) 5.50K
Increased by +0.16%
Nov 30, 23
5 VanEck Morningstar Wide Moat 3.29M (2.16%) 703.28K
Increased by +21.36%
Dec 31, 23
6 VanEck Morningstar Wide Moat ETF 3.29M (2.16%) 3.16K
Increased by +0.10%
Dec 30, 23
7 Columbia Seligman Tech & Info A 3.20M (2.10%) 0.00
Increased by 0.00%
Nov 30, 23
8 Columbia Seligman Technology Growth 3.20M (2.10%) 31.23K
Increased by +0.97%
Sep 30, 23
9 JHancock Disciplined Value Mid Cap I 2.24M (1.47%) 446.11K
Increased by +19.95%
Nov 30, 23
10 Nordea 1 - Global Climate & Envir BI EUR 1.91M (1.25%) -39.16K
Decreased by -2.05%
Nov 30, 23
11 SPDR® S&P 500 ETF Trust 1.88M (1.24%) -13.29K
Decreased by -0.70%
Dec 31, 23
12 Fidelity® 500 Index 1.79M (1.18%) 11.42K
Increased by +0.64%
Nov 30, 23
13 Allspring Special Mid Cap Value Inst 1.77M (1.16%) 26.70K
Increased by +1.51%
Nov 30, 23
14 Allspring Special US Mid Cap Value Eq 1.75M (1.15%) 1.46M
Increased by +83.81%
Sep 30, 23
15 Pictet - Robotics I dy EUR 1.72M (1.13%) -65.33K
Decreased by -3.79%
Jun 30, 23
16 iShares Semiconductor ETF 1.71M (1.12%) -9.62K
Decreased by -0.56%
Dec 29, 23