Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 37.18M (11.39%) -590.66K
Decreased by -1.59%
Sep 30, 23
2 PRIMECAP Management Company 23.47M (7.19%) -93.00K
Decreased by -0.40%
Sep 30, 23
3 Capital Research & Mgmt Co - Division 3 19.25M (5.90%) -1.45M
Decreased by -7.52%
Sep 30, 23
4 BlackRock Inc 19.02M (5.83%) 415.85K
Increased by +2.19%
Sep 30, 23
5 Capital World Investors 11.94M (3.66%) 6.18K
Increased by +0.05%
Sep 30, 23
6 State Street Corporation 9.88M (3.03%) -205.43K
Decreased by -2.08%
Sep 30, 23
7 Geode Capital Management, LLC 7.37M (2.26%) 197.58K
Increased by +2.68%
Sep 30, 23
8 FMR Inc 5.33M (1.63%) -1.26M
Decreased by -23.58%
Sep 30, 23
9 Amvescap Plc. 4.65M (1.42%) 885.20K
Increased by +19.04%
Sep 30, 23
10 Newport Trust Co. 3.81M (1.17%) -44.16K
Decreased by -1.16%
Sep 30, 23
11 Renaissance Technologies Corp 3.61M (1.11%) 1.98M
Increased by +54.74%
Sep 30, 23
12 LSV Asset Management 3.44M (1.05%) -108.20K
Decreased by -3.15%
Sep 30, 23
13 Dimensional Fund Advisors, Inc. 3.33M (1.02%) 713.65K
Increased by +21.42%
Sep 30, 23
14 Morgan Stanley - Brokerage Accounts 3.30M (1.01%) -493.90K
Decreased by -14.97%
Sep 30, 23
15 US Global Investors Inc 3.15M (0.97%) -375.49K
Decreased by -11.90%
Sep 30, 23
16 Balyasny Asset Management LLC 3.08M (0.94%) 2.13M
Increased by +69.07%
Sep 30, 23
17 Qube Research & Technologies 2.95M (0.90%) 880.42K
Increased by +29.82%
Sep 30, 23
18 Northern Trust Corp 2.40M (0.74%) 79.88K
Increased by +3.32%
Sep 30, 23
19 GMT Capital Corp 2.23M (0.68%) 50.90K
Increased by +2.28%
Sep 30, 23
20 Millennium Management LLC 2.12M (0.65%) 1.24M
Increased by +58.70%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 16.28M (4.99%) -54.53K
Decreased by -0.34%
Sep 30, 23
2 Capital Group Growth Fnd of Amer Comp 16.28M (4.99%) -54.53K
Decreased by -0.34%
Sep 30, 23
3 Vanguard PRIMECAP Inv 12.14M (3.72%) 0.00
Increased by 0.00%
Sep 30, 23
4 Vanguard Total Stock Mkt Idx Inv 10.22M (3.13%) 11.46K
Increased by +0.11%
Nov 30, 23
5 Vanguard Institutional 500 Index Trust 8.00M (2.45%) 80.93K
Increased by +1.01%
Nov 30, 23
6 Vanguard Mid Cap Index Institutional 7.43M (2.28%) 5.41K
Increased by +0.07%
Nov 30, 23
7 American Funds Fundamental Invs A 4.28M (1.31%) -570.78K
Decreased by -13.33%
Sep 30, 23
8 Capital Group Fundamental Invtrs Comp 4.28M (1.31%) -570.78K
Decreased by -13.33%
Sep 30, 23
9 US Global Jets ETF 4.16M (1.27%) -14.10K
Decreased by -0.34%
Dec 29, 23
10 SPDR® S&P 500 ETF Trust 4.04M (1.24%) -28.47K
Decreased by -0.70%
Dec 31, 23
11 Fidelity® 500 Index 3.82M (1.17%) 24.32K
Increased by +0.64%
Nov 30, 23
12 American Funds American Balanced A 3.78M (1.16%) -538.94K
Decreased by -14.27%
Sep 30, 23
13 Vanguard Capital Opportunity Inv 3.62M (1.11%) 0.00
Increased by 0.00%
Sep 30, 23
14 iShares Core S&P 500 ETF 3.27M (1.00%) 1.95K
Increased by +0.06%
Dec 29, 23
15 Vanguard Value Index Inv 2.80M (0.86%) 6.28K
Increased by +0.22%
Nov 30, 23
16 Vanguard Mid-Cap Value ETF 2.63M (0.81%) -11.70K
Decreased by -0.44%
Nov 30, 23
17 Invesco S&P 500® Equal Weight ETF 2.31M (0.71%) 0.00
Increased by 0.00%
Dec 29, 23
18 American Funds IS® Growth 1 2.20M (0.67%) 0.00
Increased by 0.00%
Sep 30, 23
19 Capital Group Growth Composite 2.20M (0.67%) 0.00
Increased by 0.00%
Sep 30, 23
20 Vanguard Institutional Index I 2.18M (0.67%) -7.36K
Decreased by -0.34%
Nov 30, 23