Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYY 1000.00%
2 IWF 1000.00%
3 IWD 1000.00%
4 IWB 1000.00%
5 ITOT 1000.00%
6 JKG 1000.00%
7 IMCG 1000.00%
8 IMCB 1000.00%
9 IWR 1000.00%
10 ILCG 1000.00%
11 ILCB 1000.00%
12 IWS 1000.00%
13 IWV 1000.00%
14 JKE 1000.00%
15 IWP 1000.00%
16 JKD 1000.00%
17 HAPY 1.59%
18 EVSTC 1.24%
19 DTEC 1.10%
20 DVYE 1.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.68M (9.16%) -48.80K
Decreased by -0.28%
Sep 30, 23
2 T. Rowe Price Investment Management,Inc. 13.21M (6.84%) -2.12M
Decreased by -16.03%
Sep 30, 23
3 Wellington Management Company LLP 11.83M (6.13%) 16.41K
Increased by +0.14%
Sep 30, 23
4 BlackRock Inc 9.49M (4.91%) 368.11K
Increased by +3.88%
Sep 30, 23
5 Farallon Capital Management, L.L.C. 9.23M (4.78%) -91.54K
Decreased by -0.99%
Sep 30, 23
6 BlueSpruce Investments, LP 8.27M (4.29%) 2.26M
Increased by +27.26%
Sep 30, 23
7 Independent Franchise Partners LLP 6.82M (3.53%) -50.74K
Decreased by -0.74%
Sep 30, 23
8 FMR Inc 6.36M (3.29%) -1.02M
Decreased by -16.02%
Sep 30, 23
9 Apg All Pensions Group 6.12M (3.17%) -139.30K
Decreased by -2.28%
Sep 30, 23
10 T. Rowe Price Associates, Inc. 6.07M (3.14%) -1.16M
Decreased by -19.16%
Sep 30, 23
11 Morgan Stanley - Brokerage Accounts 4.92M (2.55%) 942.92K
Increased by +19.15%
Sep 30, 23
12 State Street Corporation 4.02M (2.08%) 20.24K
Increased by +0.50%
Sep 30, 23
13 Bessemer Group Inc 4.01M (2.08%) 1.13M
Increased by +28.15%
Sep 30, 23
14 Van Eck Associates Corporation 3.71M (1.92%) 130.99K
Increased by +3.53%
Sep 30, 23
15 Meritage Group LP 3.21M (1.67%) -41.17K
Decreased by -1.28%
Sep 30, 23
16 HHG PLC 3.18M (1.65%) 3.63K
Increased by +0.11%
Sep 30, 23
17 Ninety One UK Limited 2.89M (1.50%) -103.13K
Decreased by -3.57%
Sep 30, 23
18 Geode Capital Management, LLC 2.71M (1.40%) 53.59K
Increased by +1.98%
Sep 30, 23
19 Victory Capital Management Inc. 2.67M (1.38%) 14.32K
Increased by +0.54%
Sep 30, 23
20 Citadel Advisors Llc 2.34M (1.21%) 857.94K
Increased by +36.61%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.06M (3.14%) 7.15K
Increased by +0.12%
Nov 30, 23
2 VanEck Morningstar Wide Moat 4.40M (2.28%) 873.28K
Increased by +19.87%
Dec 31, 23
3 VanEck Morningstar Wide Moat ETF 4.40M (2.28%) 4.22K
Increased by +0.10%
Dec 30, 23
4 Vanguard Mid Cap Index Institutional 4.39M (2.28%) 3.34K
Increased by +0.08%
Nov 30, 23
5 T. Rowe Price Mid-Cap Growth 3.98M (2.06%) -17.60K
Decreased by -0.44%
Sep 30, 23
6 T. Rowe Price US Mid-Cap Growth Equity 3.98M (2.06%) -17.60K
Decreased by -0.44%
Sep 30, 23
7 T. Rowe Price Capital Appreciation 3.31M (1.71%) -1.36M
Decreased by -40.99%
Sep 30, 23
8 Vanguard US Growth Investor 3.18M (1.65%) -30.19K
Decreased by -0.95%
Sep 30, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 2.81M (1.45%) 57.30K
Increased by +2.04%
Nov 30, 23
10 Eaton Vance Atlanta Capital SMID-Cap I 2.76M (1.43%) 0.00
Increased by 0.00%
Nov 30, 23
11 T. Rowe Price Growth Stock 2.71M (1.40%) -537.79K
Decreased by -19.87%
Sep 30, 23
12 T. Rowe Price US Growth Stock Composite 2.71M (1.40%) -537.79K
Decreased by -19.87%
Sep 30, 23
13 Janus Henderson Enterprise D 2.43M (1.26%) -8.23K
Decreased by -0.34%
Sep 30, 23
14 Janus Inst Mid Cap Growth CF 2.43M (1.26%) -8.23K
Decreased by -0.34%
Sep 30, 23
15 Parnassus Mid-Cap 2.40M (1.24%) 228.49K
Increased by +9.51%
Nov 30, 23
16 Victory Sycamore Established Value R 1.77M (0.92%) 0.00
Increased by 0.00%
Sep 30, 23
17 T. Rowe Price Growth Stock Tr-B 1.77M (0.92%) -181.57K
Decreased by -10.24%
Sep 30, 23
18 Vanguard Value Index Inv 1.66M (0.86%) 1.86K
Increased by +0.11%
Nov 30, 23
19 JHancock Disciplined Value Mid Cap I 1.44M (0.75%) 0.00
Increased by 0.00%
Nov 30, 23
20 CPR Invest Glbl Dsrpt Opp R EUR Acc 1.44M (0.75%) -1.09M
Decreased by -75.39%
Sep 30, 23