Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKG 1000.00%
2 JKF 1000.00%
3 JKE 1000.00%
4 JKD 1000.00%
5 JKI 1000.00%
6 IYY 1000.00%
7 IYC 1000.00%
8 IWV 1000.00%
9 IWR 1000.00%
10 IWP 1000.00%
11 IWF 1000.00%
12 IWB 1000.00%
13 IVW 1000.00%
14 IVV 1000.00%
15 IVE 1000.00%
16 IUSV 1000.00%
17 IUSG 1000.00%
18 ITOT 1000.00%
19 IMCV 1000.00%
20 IMCG 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.76M (11.83%) -96.65K
Decreased by -0.76%
Sep 30, 23
2 BlackRock Inc 9.62M (8.93%) -456.51K
Decreased by -4.74%
Sep 30, 23
3 Capital Research & Mgmt Co - Division 3 5.79M (5.37%) 2.72M
Increased by +47.01%
Sep 30, 23
4 Capital World Investors 5.32M (4.93%) 1.82M
Increased by +34.23%
Sep 30, 23
5 State Street Corporation 4.62M (4.29%) 54.22K
Increased by +1.17%
Sep 30, 23
6 AllianceBernstein L.P. 2.93M (2.72%) 89.02K
Increased by +3.03%
Sep 30, 23
7 Wellington Management Company LLP 2.82M (2.62%) 2.79M
Increased by +98.94%
Sep 30, 23
8 Geode Capital Management, LLC 2.61M (2.42%) 44.57K
Increased by +1.71%
Sep 30, 23
9 JPMorgan Chase & Co 2.18M (2.02%) -11.30K
Decreased by -0.52%
Sep 30, 23
10 Amvescap Plc. 2.02M (1.88%) 878.87K
Increased by +43.42%
Sep 30, 23
11 Stifel Financial Corp 1.58M (1.47%) 49.17K
Increased by +3.11%
Sep 30, 23
12 Morgan Stanley - Brokerage Accounts 1.52M (1.41%) -33.39K
Decreased by -2.20%
Sep 30, 23
13 Select Equity Group LP 1.48M (1.37%) -22.18K
Decreased by -1.50%
Sep 30, 23
14 Wells Fargo & Co 1.26M (1.17%) -19.79K
Decreased by -1.57%
Sep 30, 23
15 Northern Trust Corp 1.18M (1.10%) 52.58K
Increased by +4.45%
Sep 30, 23
16 Amundi 1.14M (1.06%) 92.62K
Increased by +8.09%
Sep 30, 23
17 Bank of America Corp 1.06M (0.98%) -188.80K
Decreased by -17.82%
Sep 30, 23
18 Legal & General Group PLC 1.01M (0.93%) -38.05K
Decreased by -3.78%
Sep 30, 23
19 Dimensional Fund Advisors, Inc. 1.00M (0.93%) -22.46K
Decreased by -2.24%
Sep 30, 23
20 Bank of New York Mellon Corp 984.52K (0.91%) -20.98K
Decreased by -2.13%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 3.51M (3.26%) 1.57M
Increased by +44.79%
Sep 30, 23
2 Capital Group Growth Fnd of Amer Comp 3.51M (3.26%) 1.57M
Increased by +44.79%
Sep 30, 23
3 Vanguard Total Stock Mkt Idx Inv 3.41M (3.16%) 4.21K
Increased by +0.12%
Nov 30, 23
4 American Funds Washington Mutual A 2.76M (2.56%) 1.65M
Increased by +59.74%
Sep 30, 23
5 Capital Group Wash Mutual Invtrs Comp 2.76M (2.56%) 1.65M
Increased by +59.74%
Sep 30, 23
6 Vanguard Institutional 500 Index Trust 2.65M (2.46%) 25.83K
Increased by +0.97%
Nov 30, 23
7 Vanguard Mid Cap Index Institutional 2.47M (2.29%) 3.47K
Increased by +0.14%
Nov 30, 23
8 Vanguard Equity-Income Inv 1.39M (1.29%) 1.39M
Increased by +100.00%
Sep 30, 23
9 Fidelity® 500 Index 1.26M (1.17%) 10.04K
Increased by +0.80%
Oct 31, 23
10 SPDR® S&P 500 ETF Trust 1.24M (1.15%) 3.96K
Increased by +0.32%
Nov 30, 23
11 iShares Core S&P 500 ETF 1.07M (0.99%) 1.04K
Increased by +0.10%
Nov 30, 23
12 American Funds Fundamental Invs A 961.92K (0.89%) -592.00
Decreased by -0.06%
Sep 30, 23
13 Capital Group Fundamental Invtrs Comp 961.92K (0.89%) -592.00
Decreased by -0.06%
Sep 30, 23
14 Vanguard Growth Index Investor 958.50K (0.89%) 5.32K
Increased by +0.56%
Nov 30, 23
15 American Funds IS® Growth 1 942.55K (0.87%) 322.10K
Increased by +34.17%
Sep 30, 23
16 Capital Group Growth Composite 942.55K (0.87%) 322.10K
Increased by +34.17%
Sep 30, 23
17 iShares MSCI USA Quality Factor ETF 864.71K (0.80%) 42.85K
Increased by +4.96%
Nov 30, 23
18 Vanguard Wellesley® Income Inv 797.11K (0.74%) 797.11K
Increased by +100.00%
Sep 30, 23
19 Vanguard Mid-Cap Growth ETF 756.95K (0.70%) 2.37K
Increased by +0.31%
Nov 30, 23
20 AllianceBernstein US L/C Growth Eqty MF 733.48K (0.68%) -209.33K
Decreased by -28.54%
Oct 31, 23