Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 12.82M (12.66%) 0.00
Increased by 0.00%
Sep 30, 23
2 Vanguard Group Inc 10.33M (10.21%) -74.21K
Decreased by -0.72%
Sep 30, 23
3 BlackRock Inc 9.62M (9.51%) 311.24K
Increased by +3.23%
Sep 30, 23
4 Ninety One UK Limited 5.30M (5.23%) -174.13K
Decreased by -3.29%
Sep 30, 23
5 State Street Corporation 3.57M (3.53%) -141.90K
Decreased by -3.97%
Sep 30, 23
6 Renaissance Technologies Corp 3.09M (3.06%) 37.90K
Increased by +1.22%
Sep 30, 23
7 Principal Financial Group Inc 2.39M (2.36%) -18.97K
Decreased by -0.80%
Sep 30, 23
8 Geode Capital Management, LLC 2.36M (2.33%) 63.77K
Increased by +2.70%
Sep 30, 23
9 Macquarie Group Ltd 2.27M (2.25%) -462.01K
Decreased by -20.32%
Sep 30, 23
10 Morgan Stanley - Brokerage Accounts 1.83M (1.80%) 233.81K
Increased by +12.80%
Sep 30, 23
11 Cantillon Capital Management LLC 1.79M (1.77%) -7.02K
Decreased by -0.39%
Sep 30, 23
12 Wellington Management Company LLP 1.66M (1.64%) -571.61K
Decreased by -34.48%
Sep 30, 23
13 Amvescap Plc. 1.09M (1.08%) 125.90K
Increased by +11.55%
Sep 30, 23
14 Northern Trust Corp 1.06M (1.04%) 44.08K
Increased by +4.17%
Sep 30, 23
15 Lazard Asset Management LLC 902.07K (0.89%) -170.24K
Decreased by -18.87%
Sep 30, 23
16 D. E. Shaw & Co LP 883.70K (0.87%) 398.77K
Increased by +45.13%
Sep 30, 23
17 AllianceBernstein L.P. 845.91K (0.84%) -4.01K
Decreased by -0.47%
Sep 30, 23
18 Goldman Sachs Group Inc 762.98K (0.75%) 75.21K
Increased by +9.86%
Sep 30, 23
19 Vaughan Nelson Scarbrgh & Mccullough LP 749.53K (0.74%) 105.90K
Increased by +14.13%
Sep 30, 23
20 Liontrust Investment Partners LLP 744.89K (0.74%) -32.19K
Decreased by -4.32%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.75M (2.71%) 6.96K
Increased by +0.25%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 2.19M (2.16%) 19.73K
Increased by +0.90%
Nov 30, 23
3 Vanguard Mid Cap Index Institutional 1.99M (1.97%) 1.06K
Increased by +0.05%
Nov 30, 23
4 Ninety One GSF Glb Frchs I Acc USD 1.70M (1.68%) 0.00
Increased by 0.00%
Nov 30, 23
5 Ninety One Global Franchise 1.70M (1.68%) -15.19K
Decreased by -0.89%
Sep 30, 23
6 Principal Aligned MidCap Equity 1.68M (1.66%) -24.48K
Decreased by -1.46%
Sep 30, 23
7 Principal MidCap R5 1.67M (1.65%) 0.00
Increased by 0.00%
Nov 30, 23
8 iShares MSCI USA Min Vol Factor ETF 1.14M (1.13%) 765.00
Increased by +0.07%
Dec 29, 23
9 Delaware Ivy Large Cap Growth Fund A 1.11M (1.09%) 12.07K
Increased by +1.09%
Nov 30, 23
10 SPDR® S&P 500 ETF Trust 1.10M (1.08%) -7.74K
Decreased by -0.71%
Dec 31, 23
11 Fidelity® 500 Index 1.05M (1.03%) 6.65K
Increased by +0.64%
Nov 30, 23
12 iShares Core S&P 500 ETF 884.84K (0.87%) 530.00
Increased by +0.06%
Dec 29, 23
13 Vanguard Growth Index Investor 772.36K (0.76%) 4.33K
Increased by +0.56%
Nov 30, 23
14 Smithson Investment Trust Ord 638.88K (0.63%) 0.00
Increased by 0.00%
Aug 31, 23
15 Vanguard Mid-Cap Growth ETF 609.86K (0.60%) 1.89K
Increased by +0.31%
Nov 30, 23
16 Vanguard Institutional Index I 598.68K (0.59%) -577.00
Decreased by -0.10%
Nov 30, 23
17 Vanguard Information Technology ETF 590.85K (0.58%) -11.40K
Decreased by -1.93%
Nov 30, 23
18 Technology Select Sector SPDR® ETF 564.39K (0.56%) 186.00
Increased by +0.03%
Dec 31, 23
19 Baron Asset Retail 527.10K (0.52%) -25.00K
Decreased by -4.74%
Dec 31, 23
20 Baron Mid Cap Growth Strategy 527.10K (0.52%) -25.00K
Decreased by -4.74%
Dec 31, 23