Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 28.94M (11.70%) 86.41K
Increased by +0.30%
Sep 30, 23
2 BlackRock Inc 19.21M (7.76%) 19.25K
Increased by +0.10%
Sep 30, 23
3 Capital Research & Mgmt Co - Division 3 14.34M (5.80%) 660.47K
Increased by +4.61%
Sep 30, 23
4 State Street Corporation 10.13M (4.09%) -272.46K
Decreased by -2.69%
Sep 30, 23
5 Impax Asset Management Group PLC 9.68M (3.91%) -926.27K
Decreased by -9.56%
Sep 30, 23
6 Morgan Stanley - Brokerage Accounts 7.65M (3.09%) 694.84K
Increased by +9.08%
Sep 30, 23
7 Generation Investment Management LLP 6.47M (2.62%) 6.47M
Increased by +100.00%
Sep 30, 23
8 Geode Capital Management, LLC 5.54M (2.24%) 112.59K
Increased by +2.03%
Sep 30, 23
9 PRIMECAP Management Company 4.84M (1.95%) -63.02K
Decreased by -1.30%
Sep 30, 23
10 Select Equity Group LP 4.71M (1.90%) -117.91K
Decreased by -2.50%
Sep 30, 23
11 King Luther Capital Management Corp 4.60M (1.86%) 152.48K
Increased by +3.31%
Sep 30, 23
12 Sumitomo Mitsui Trust Holdings Inc 4.59M (1.85%) -158.21K
Decreased by -3.45%
Sep 30, 23
13 T. Rowe Price Associates, Inc. 4.35M (1.76%) -5.65M
Decreased by -129.98%
Sep 30, 23
14 UBS Asset Mgmt Americas Inc 3.65M (1.48%) 813.46K
Increased by +22.28%
Sep 30, 23
15 Amvescap Plc. 3.52M (1.42%) 189.90K
Increased by +5.40%
Sep 30, 23
16 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 3.45M (1.39%) 10.97K
Increased by +0.32%
Sep 30, 23
17 Fidelity International Ltd 3.41M (1.38%) 169.61K
Increased by +4.97%
Sep 30, 23
18 Ameriprise Financial Inc 3.32M (1.34%) 95.59K
Increased by +2.88%
Sep 30, 23
19 Contour Asset Management LLC 3.04M (1.23%) 1.77M
Increased by +58.17%
Sep 30, 23
20 Amundi 2.82M (1.14%) -591.69K
Decreased by -20.95%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.79M (3.15%) 9.88K
Increased by +0.13%
Nov 30, 23
2 American Funds New Perspective A 6.22M (2.51%) 0.00
Increased by 0.00%
Sep 30, 23
3 Capital Group New Perspective Comp 6.22M (2.51%) 0.00
Increased by 0.00%
Sep 30, 23
4 Vanguard Institutional 500 Index Trust 6.05M (2.45%) 58.75K
Increased by +0.97%
Nov 30, 23
5 Vanguard Mid Cap Index Institutional 5.65M (2.28%) 5.25K
Increased by +0.09%
Nov 30, 23
6 Eaton Vance Atlanta Capital SMID-Cap I 4.36M (1.76%) 0.00
Increased by 0.00%
Nov 30, 23
7 Impax Water Strategy Composite 3.39M (1.37%) -290.20K
Decreased by -8.56%
Oct 31, 23
8 Vanguard Capital Opportunity Inv 3.13M (1.26%) 0.00
Increased by 0.00%
Sep 30, 23
9 SPDR® S&P 500 ETF Trust 3.07M (1.24%) -21.61K
Decreased by -0.70%
Dec 31, 23
10 Fidelity® 500 Index 2.89M (1.17%) 18.41K
Increased by +0.64%
Nov 30, 23
11 Fidelity Global Technology A-Dis-EUR 2.79M (1.13%) 2.40K
Increased by +0.09%
Nov 30, 23
12 iShares Core S&P 500 ETF 2.48M (1.00%) 1.48K
Increased by +0.06%
Dec 29, 23
13 American Funds Growth Fund of Amer A 2.30M (0.93%) -312.18K
Decreased by -13.57%
Sep 30, 23
14 Capital Group Growth Fnd of Amer Comp 2.30M (0.93%) -312.18K
Decreased by -13.57%
Sep 30, 23
15 Vanguard Value Index Inv 2.12M (0.86%) 204.00
Increased by +0.01%
Nov 30, 23
16 Nordea 1 - Global Climate & Envir BI EUR 2.04M (0.82%) -41.86K
Decreased by -2.05%
Nov 30, 23
17 Invesco S&P 500® Equal Weight ETF 2.02M (0.82%) 0.00
Increased by 0.00%
Dec 29, 23
18 Impax Leaders Strategy Composite 1.82M (0.74%) -177.31K
Decreased by -9.74%
Oct 31, 23
19 Vanguard Information Technology ETF 1.75M (0.71%) 23.78K
Increased by +1.36%
Nov 30, 23
20 BNP Paribas Aqua C C 1.74M (0.70%) -160.63K
Decreased by -9.22%
Oct 31, 23