Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IUSV 1000.00%
2 IYC 1000.00%
3 IXP 1000.00%
4 IWV 1000.00%
5 IWS 1000.00%
6 IWR 1000.00%
7 IWFH 1000.00%
8 IWD 1000.00%
9 IWB 1000.00%
10 IVW 1000.00%
11 IVV 1000.00%
12 IVRS 1000.00%
13 IVE 1000.00%
14 IUSG 1000.00%
15 ITOT 1000.00%
16 IMCG 1000.00%
17 IMCB 1000.00%
18 ILCG 1000.00%
19 ILCB 1000.00%
20 IGM 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.51M (11.73%) 25.49K
Increased by +0.14%
Sep 30, 23
2 BlackRock Inc 12.11M (7.68%) 478.22K
Increased by +3.95%
Sep 30, 23
3 PUBLIC INVESTMENT FUND 11.41M (7.24%) 0.00
Increased by 0.00%
Sep 30, 23
4 Capital Research & Mgmt Co - Division 3 9.24M (5.86%) -728.84K
Decreased by -7.89%
Sep 30, 23
5 State Street Corporation 7.60M (4.82%) 69.29K
Increased by +0.91%
Sep 30, 23
6 Capital World Investors 7.09M (4.49%) 111.21K
Increased by +1.57%
Sep 30, 23
7 JPMorgan Chase & Co 5.68M (3.60%) 458.33K
Increased by +8.07%
Sep 30, 23
8 Tiger Technology Management LLC 5.26M (3.33%) 480.34K
Increased by +9.14%
Sep 30, 23
9 Ameriprise Financial Inc 4.72M (2.99%) 84.63K
Increased by +1.79%
Sep 30, 23
10 Massachusetts Financial Services Company 4.17M (2.64%) 321.63K
Increased by +7.71%
Sep 30, 23
11 Geode Capital Management, LLC 3.57M (2.26%) 54.18K
Increased by +1.52%
Sep 30, 23
12 UBS Asset Mgmt Americas Inc 3.01M (1.91%) 616.57K
Increased by +20.48%
Sep 30, 23
13 Boston Partners Global Investors, Inc 2.89M (1.83%) 275.37K
Increased by +9.52%
Sep 30, 23
14 Amvescap Plc. 2.87M (1.82%) -88.16K
Decreased by -3.07%
Sep 30, 23
15 DnB NOR Asset Management (Asia) 1.93M (1.22%) 70.71K
Increased by +3.67%
Sep 30, 23
16 Bessemer Group Inc 1.77M (1.12%) -791.00
Decreased by -0.04%
Sep 30, 23
17 Millennium Management LLC 1.64M (1.04%) 768.65K
Increased by +46.84%
Sep 30, 23
18 Northern Trust Corp 1.63M (1.03%) 44.83K
Increased by +2.76%
Sep 30, 23
19 Alyeska Investment Group, L.P. 1.53M (0.97%) 335.57K
Increased by +22.00%
Sep 30, 23
20 Balyasny Asset Management LLC 1.35M (0.85%) 173.33K
Increased by +12.89%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 UBS: Global Equity 5.76M (3.65%) 551.51K
Increased by +9.58%
Sep 30, 23
2 Vanguard Total Stock Mkt Idx Inv 5.32M (3.37%) 6.44K
Increased by +0.12%
Nov 30, 23
3 American Funds Growth Fund of Amer A 5.14M (3.26%) -416.51K
Decreased by -8.11%
Sep 30, 23
4 Capital Group Growth Fnd of Amer Comp 5.14M (3.26%) -416.51K
Decreased by -8.11%
Sep 30, 23
5 Vanguard Mid Cap Index Institutional 3.86M (2.45%) 2.85K
Increased by +0.07%
Nov 30, 23
6 Vanguard Institutional 500 Index Trust 3.85M (2.44%) 33.00K
Increased by +0.86%
Nov 30, 23
7 Communication Services Sel Sect SPDR®ETF 3.48M (2.21%) 14.69K
Increased by +0.42%
Dec 29, 23
8 Invesco QQQ Trust 3.11M (1.97%) 6.92K
Increased by +0.22%
Dec 29, 23
9 Capital Group AMCAP Composite 2.29M (1.45%) -239.18K
Decreased by -10.44%
Sep 30, 23
10 VA CollegeAmerica Amcap 529A 2.29M (1.45%) -239.18K
Decreased by -10.44%
Sep 30, 23
11 SPDR® S&P 500 ETF Trust 1.95M (1.24%) -13.72K
Decreased by -0.70%
Dec 31, 23
12 MFS Mid Cap Growth A 1.94M (1.23%) 171.93K
Increased by +8.84%
Nov 30, 23
13 American Funds American Balanced A 1.88M (1.19%) 0.00
Increased by 0.00%
Sep 30, 23
14 Fidelity® 500 Index 1.84M (1.17%) 11.71K
Increased by +0.64%
Nov 30, 23
15 iShares Core S&P 500 ETF 1.58M (1.00%) 940.00
Increased by +0.06%
Dec 29, 23
16 MFS Mid Cap Growth Equity 1.56M (0.99%) 83.84K
Increased by +5.38%
Sep 30, 23
17 Vanguard Growth Index Investor 1.50M (0.95%) 8.21K
Increased by +0.55%
Nov 30, 23
18 American Funds Capital World Gr&Inc A 1.40M (0.89%) -1.07K
Decreased by -0.08%
Sep 30, 23
19 Capital Group World Growth & Inc Cmp 1.40M (0.89%) -1.07K
Decreased by -0.08%
Sep 30, 23
20 MFS Growth Equity 1.28M (0.81%) 128.86K
Increased by +10.07%
Sep 30, 23