Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.24M (11.28%) -11.46K
Decreased by -0.07%
Sep 30, 23
2 BlackRock Inc 12.34M (8.57%) 126.16K
Increased by +1.02%
Sep 30, 23
3 Massachusetts Financial Services Company 7.52M (5.23%) 392.94K
Increased by +5.22%
Sep 30, 23
4 State Street Corporation 6.08M (4.23%) -1.15K
Decreased by -0.02%
Sep 30, 23
5 FMR Inc 4.93M (3.42%) 182.63K
Increased by +3.70%
Sep 30, 23
6 Morgan Stanley - Brokerage Accounts 3.80M (2.64%) 4.08K
Increased by +0.11%
Sep 30, 23
7 Geode Capital Management, LLC 3.77M (2.62%) 67.66K
Increased by +1.79%
Sep 30, 23
8 Brown Advisory Holdings Inc 2.76M (1.92%) -294.12K
Decreased by -10.64%
Sep 30, 23
9 Parnassus Investments, LLC 2.67M (1.86%) -894.11K
Decreased by -33.45%
Sep 30, 23
10 AllianceBernstein L.P. 2.47M (1.72%) 2.12M
Increased by +85.82%
Sep 30, 23
11 T. Rowe Price Investment Management,Inc. 2.13M (1.48%) -91.93K
Decreased by -4.31%
Sep 30, 23
12 Citigroup Inc 1.99M (1.38%) 1.86M
Increased by +93.35%
Sep 30, 23
13 Neuberger Berman Group LLC 1.87M (1.30%) -179.16K
Decreased by -9.60%
Sep 30, 23
14 Northern Trust Corp 1.66M (1.15%) 89.92K
Increased by +5.41%
Sep 30, 23
15 T. Rowe Price Associates, Inc. 1.51M (1.05%) 102.54K
Increased by +6.79%
Sep 30, 23
16 Amundi 1.49M (1.03%) 131.28K
Increased by +8.82%
Sep 30, 23
17 Principal Financial Group Inc 1.44M (1.00%) -2.10K
Decreased by -0.15%
Sep 30, 23
18 Nuveen Asset Management, LLC 1.38M (0.96%) -58.45K
Decreased by -4.24%
Sep 30, 23
19 BAMCO Inc 1.35M (0.94%) 1.31K
Increased by +0.10%
Sep 30, 23
20 Artisan Partners Limited Partnership 1.27M (0.89%) -60.71K
Decreased by -4.76%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.54M (3.16%) 5.33K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 3.54M (2.46%) 31.97K
Increased by +0.90%
Nov 30, 23
3 Vanguard Mid Cap Index Institutional 3.30M (2.29%) 4.17K
Increased by +0.13%
Nov 30, 23
4 MFS Growth Equity 3.02M (2.10%) 64.38K
Increased by +2.13%
Sep 30, 23
5 MFS Growth B 2.98M (2.07%) 0.00
Increased by 0.00%
Nov 30, 23
6 Invesco QQQ Trust 2.65M (1.84%) 5.90K
Increased by +0.22%
Dec 29, 23
7 SPDR® S&P 500 ETF Trust 1.79M (1.24%) -12.56K
Decreased by -0.70%
Dec 31, 23
8 Parnassus Core Equity Investor 1.75M (1.22%) -27.32K
Decreased by -1.56%
Nov 30, 23
9 Fidelity® 500 Index 1.69M (1.17%) 10.76K
Increased by +0.64%
Nov 30, 23
10 MFS Mid Cap Growth A 1.57M (1.09%) 0.00
Increased by 0.00%
Nov 30, 23
11 MFS Mid Cap Growth Equity 1.57M (1.09%) 20.52K
Increased by +1.31%
Sep 30, 23
12 iShares Core S&P 500 ETF 1.44M (1.00%) 860.00
Increased by +0.06%
Dec 29, 23
13 Fidelity® Magellan® 1.34M (0.93%) -900.00
Decreased by -0.07%
Nov 30, 23
14 Vanguard Growth Index Investor 1.28M (0.89%) 6.82K
Increased by +0.53%
Nov 30, 23
15 T. Rowe Price Mid-Cap Growth 1.05M (0.73%) -50.20K
Decreased by -4.78%
Sep 30, 23
16 T. Rowe Price US Mid-Cap Growth Equity 1.05M (0.73%) -50.20K
Decreased by -4.78%
Sep 30, 23
17 Vanguard Mid-Cap Growth ETF 1.01M (0.70%) 3.16K
Increased by +0.31%
Nov 30, 23
18 Fidelity® OTC 1.01M (0.70%) -167.60K
Decreased by -16.67%
Nov 30, 23
19 Brown Advisory Sustainable Growth I 992.87K (0.69%) -137.79K
Decreased by -13.88%
Oct 31, 23
20 Calvert Equity A 991.63K (0.69%) -11.87K
Decreased by -1.20%
Nov 30, 23