Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 22.83M (11.71%) -842.58K
Decreased by -3.69%
Sep 30, 23
2 BlackRock Inc 16.90M (8.67%) -360.63K
Decreased by -2.13%
Sep 30, 23
3 T. Rowe Price Investment Management,Inc. 15.13M (7.76%) -1.25M
Decreased by -8.27%
Sep 30, 23
4 State Street Corporation 8.47M (4.34%) -463.89K
Decreased by -5.48%
Sep 30, 23
5 Amvescap Plc. 6.90M (3.54%) -22.80K
Decreased by -0.33%
Sep 30, 23
6 Boston Partners Global Investors, Inc 6.88M (3.53%) -4.94K
Decreased by -0.07%
Sep 30, 23
7 Victory Capital Management Inc. 6.76M (3.47%) 220.89K
Increased by +3.27%
Sep 30, 23
8 JPMorgan Chase & Co 5.75M (2.95%) 596.21K
Increased by +10.38%
Sep 30, 23
9 PRIMECAP Management Company 5.39M (2.77%) 477.72K
Increased by +8.86%
Sep 30, 23
10 T. Rowe Price Associates, Inc. 4.48M (2.30%) -46.18K
Decreased by -1.03%
Sep 30, 23
11 Geode Capital Management, LLC 4.35M (2.23%) 4.64K
Increased by +0.11%
Sep 30, 23
12 LSV Asset Management 3.27M (1.68%) 230.56K
Increased by +7.05%
Sep 30, 23
13 Dimensional Fund Advisors, Inc. 2.81M (1.44%) 22.68K
Increased by +0.81%
Sep 30, 23
14 FMR Inc 2.66M (1.36%) -66.48K
Decreased by -2.50%
Sep 30, 23
15 Morgan Stanley - Brokerage Accounts 2.26M (1.16%) 31.80K
Increased by +1.41%
Sep 30, 23
16 Northern Trust Corp 1.76M (0.90%) 67.00K
Increased by +3.81%
Sep 30, 23
17 Bank of New York Mellon Corp 1.69M (0.87%) -143.25K
Decreased by -8.49%
Sep 30, 23
18 Gamco Investors, Inc. Et Al 1.68M (0.86%) -43.15K
Decreased by -2.56%
Sep 30, 23
19 Charles Schwab Investment Management Inc 1.67M (0.86%) -10.98K
Decreased by -0.66%
Sep 30, 23
20 AQR Capital Management LLC 1.53M (0.79%) -252.31K
Decreased by -16.48%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Mid-Cap Growth 7.45M (3.82%) -647.70K
Decreased by -8.69%
Sep 30, 23
2 T. Rowe Price US Mid-Cap Growth Equity 7.45M (3.82%) -647.70K
Decreased by -8.69%
Sep 30, 23
3 Vanguard Total Stock Mkt Idx Inv 6.21M (3.18%) 7.13K
Increased by +0.11%
Nov 30, 23
4 Vanguard Institutional 500 Index Trust 4.83M (2.48%) 44.15K
Increased by +0.91%
Nov 30, 23
5 Vanguard Mid Cap Index Institutional 4.50M (2.31%) 5.13K
Increased by +0.11%
Nov 30, 23
6 Victory Sycamore Established Value R 4.46M (2.29%) -75.00K
Decreased by -1.68%
Sep 30, 23
7 Vanguard PRIMECAP Inv 3.61M (1.85%) 294.32K
Increased by +8.15%
Sep 30, 23
8 JHancock Disciplined Value Mid Cap I 3.61M (1.85%) 0.00
Increased by 0.00%
Nov 30, 23
9 iShares US Aerospace & Defense ETF 3.29M (1.69%) 0.00
Increased by 0.00%
Dec 29, 23
10 T. Rowe Price Mid-Cap Value 2.45M (1.26%) -83.44K
Decreased by -3.40%
Sep 30, 23
11 T. Rowe Price US Mid-Cap Value Equity 2.45M (1.26%) -83.44K
Decreased by -3.40%
Sep 30, 23
12 SPDR® S&P 500 ETF Trust 2.42M (1.24%) -16.94K
Decreased by -0.70%
Dec 31, 23
13 Fidelity® 500 Index 2.31M (1.18%) 14.69K
Increased by +0.64%
Nov 30, 23
14 iShares Core S&P 500 ETF 1.95M (1.00%) 1.17K
Increased by +0.06%
Dec 29, 23
15 JPMorgan Equity Premium Income ETF 1.94M (0.99%) -25.05K
Decreased by -1.29%
Dec 29, 23
16 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 1.73M (0.89%) -85.50K
Decreased by -4.94%
Sep 30, 23
17 Vanguard Value Index Inv 1.70M (0.87%) 2.77K
Increased by +0.16%
Nov 30, 23
18 Vanguard Mid-Cap Value ETF 1.59M (0.82%) -7.07K
Decreased by -0.44%
Nov 30, 23
19 Invesco Comstock A 1.35M (0.69%) 0.00
Increased by 0.00%
Nov 30, 23
20 Invesco Large Cap Value 1.35M (0.69%) 0.00
Increased by 0.00%
Sep 30, 23