Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWF 1000.00%
2 IUSV 1000.00%
3 IUSG 1000.00%
4 ITOT 1000.00%
5 JKE 1000.00%
6 IMCV 1000.00%
7 IMCG 1000.00%
8 IMCB 1000.00%
9 ILCV 1000.00%
10 ILCG 1000.00%
11 ILCB 1000.00%
12 JKF 1000.00%
13 JKG 1000.00%
14 JKI 1000.00%
15 GLOF 1000.00%
16 IYY 1000.00%
17 IYC 1000.00%
18 IWV 1000.00%
19 IWS 1000.00%
20 IWR 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.59M (11.53%) -115.45K
Decreased by -2.07%
Sep 30, 23
2 BlackRock Inc 4.30M (8.87%) 61.82K
Increased by +1.44%
Sep 30, 23
3 State Street Corporation 1.99M (4.11%) -52.80K
Decreased by -2.65%
Sep 30, 23
4 T. Rowe Price Associates, Inc. 1.57M (3.25%) -146.62K
Decreased by -9.32%
Sep 30, 23
5 Morgan Stanley - Brokerage Accounts 1.54M (3.17%) 556.81K
Increased by +36.19%
Sep 30, 23
6 Jennison Associates LLC 1.13M (2.33%) -274.31K
Decreased by -24.27%
Sep 30, 23
7 Geode Capital Management, LLC 1.13M (2.33%) 13.05K
Increased by +1.16%
Sep 30, 23
8 Arrowstreet Capital Limited Partnership 747.26K (1.54%) -264.02K
Decreased by -35.33%
Sep 30, 23
9 Goldman Sachs Group Inc 608.15K (1.25%) 35.00K
Increased by +5.75%
Sep 30, 23
10 Northern Trust Corp 575.66K (1.19%) 21.83K
Increased by +3.79%
Sep 30, 23
11 Amvescap Plc. 570.91K (1.18%) 33.51K
Increased by +5.87%
Sep 30, 23
12 Amundi 517.16K (1.07%) 263.18K
Increased by +50.89%
Sep 30, 23
13 T. Rowe Price Investment Management,Inc. 509.25K (1.05%) 509.25K
Increased by +100.00%
Sep 30, 23
14 Alyeska Investment Group, L.P. 477.52K (0.99%) 70.77K
Increased by +14.82%
Sep 30, 23
15 Alecta Pensionsforsakring, Omsesidigt 451.40K (0.93%) -175.00K
Decreased by -38.77%
Sep 30, 23
16 Squarepoint Ops LLC 441.65K (0.91%) 173.25K
Increased by +39.23%
Sep 30, 23
17 FMR Inc 436.70K (0.90%) -884.80K
Decreased by -202.61%
Sep 30, 23
18 Legal & General Group PLC 423.73K (0.87%) -15.36K
Decreased by -3.62%
Sep 30, 23
19 Dimensional Fund Advisors, Inc. 406.73K (0.84%) -1.45K
Decreased by -0.36%
Sep 30, 23
20 Renaissance Technologies Corp 398.40K (0.82%) -200.30K
Decreased by -50.28%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.54M (3.18%) 1.90K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 1.21M (2.50%) 11.00K
Increased by +0.91%
Nov 30, 23
3 Vanguard Mid Cap Index Institutional 1.12M (2.31%) 1.63K
Increased by +0.15%
Nov 30, 23
4 SPDR® S&P 500 ETF Trust 606.54K (1.25%) -4.23K
Decreased by -0.70%
Dec 31, 23
5 Fidelity® 500 Index 580.33K (1.20%) 3.69K
Increased by +0.64%
Nov 30, 23
6 iShares Core S&P 500 ETF 490.19K (1.01%) 290.00
Increased by +0.06%
Dec 29, 23
7 iShares MSCI USA Quality Factor ETF 452.63K (0.93%) 276.00
Increased by +0.06%
Dec 29, 23
8 Vanguard Growth Index Investor 433.67K (0.89%) 2.40K
Increased by +0.55%
Nov 30, 23
9 T. Rowe Price US Value Equity Composite 367.44K (0.76%) -14.76K
Decreased by -4.02%
Sep 30, 23
10 T. Rowe Price Value 367.44K (0.76%) -14.76K
Decreased by -4.02%
Sep 30, 23
11 Champlain Mid Cap Fund, LLC 363.14K (0.75%) 1.30K
Increased by +0.36%
Nov 30, 23
12 Vanguard Mid-Cap Growth ETF 342.47K (0.71%) 1.08K
Increased by +0.31%
Nov 30, 23
13 Vanguard Institutional Index I 332.22K (0.69%) -375.00
Decreased by -0.11%
Nov 30, 23
14 T. Rowe Price U.S. Value Equity Tr-Z 325.03K (0.67%) -10.77K
Decreased by -3.31%
Sep 30, 23
15 Consumer Discret Sel Sect SPDR® ETF 281.66K (0.58%) 24.90K
Increased by +8.84%
Dec 31, 23
16 MFS Mid Cap Growth A 278.52K (0.57%) 0.00
Increased by 0.00%
Nov 30, 23
17 MFS Mid Cap Growth Equity 278.52K (0.57%) -198.83K
Decreased by -71.39%
Sep 30, 23
18 Harbor Capital Appreciation Instl 273.74K (0.56%) -67.81K
Decreased by -24.77%
Sep 30, 23
19 T. Rowe Price Mid-Cap Growth 250.00K (0.52%) 250.00K
Increased by +100.00%
Sep 30, 23
20 T. Rowe Price US Mid-Cap Growth Equity 250.00K (0.52%) 250.00K
Increased by +100.00%
Sep 30, 23