Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IEZ 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 IYE 1000.00%
5 IWV 1000.00%
6 IWR 1000.00%
7 IWP 1000.00%
8 IWF 1000.00%
9 IWB 1000.00%
10 IUSG 1000.00%
11 ITOT 1000.00%
12 ISCG 1000.00%
13 ISCB 1000.00%
14 PXJ 5.14%
15 OIH 4.93%
16 PXI 4.73%
17 XES 4.52%
18 AIEQ 3.31%
19 FXN 3.17%
20 FTIF 2.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.51M (12.06%) 3.59M
Increased by +42.12%
Sep 30, 23
2 Vanguard Group Inc 7.79M (11.03%) 120.40K
Increased by +1.55%
Sep 30, 23
3 Capital Research Global Investors 5.63M (7.97%) -504.64K
Decreased by -8.97%
Sep 30, 23
4 FMR Inc 3.04M (4.30%) -533.95K
Decreased by -17.57%
Sep 30, 23
5 State Street Corporation 2.53M (3.58%) 864.61K
Increased by +34.23%
Sep 30, 23
6 Yacktman Asset Management Co 2.23M (3.15%) -1.59M
Decreased by -71.57%
Sep 30, 23
7 Boston Partners Global Investors, Inc 2.21M (3.12%) -21.09K
Decreased by -0.96%
Sep 30, 23
8 Bank of New York Mellon Corp 1.65M (2.33%) 76.06K
Increased by +4.62%
Sep 30, 23
9 Geode Capital Management, LLC 1.53M (2.17%) 152.20K
Increased by +9.94%
Sep 30, 23
10 T. Rowe Price Associates, Inc. 1.52M (2.15%) 601.26K
Increased by +39.54%
Sep 30, 23
11 American Century Companies Inc 1.34M (1.90%) 65.94K
Increased by +4.92%
Sep 30, 23
12 Capital World Investors 1.31M (1.86%) -456.38K
Decreased by -34.73%
Sep 30, 23
13 Millennium Management LLC 1.31M (1.85%) -51.18K
Decreased by -3.91%
Sep 30, 23
14 Van Eck Associates Corporation 1.27M (1.79%) 1.27M
Increased by +100.00%
Sep 30, 23
15 Loomis, Sayles & Company LP 1.22M (1.73%) -187.79K
Decreased by -15.40%
Sep 30, 23
16 Jennison Associates LLC 1.09M (1.55%) 238.81K
Increased by +21.85%
Sep 30, 23
17 Dimensional Fund Advisors, Inc. 998.01K (1.41%) 45.72K
Increased by +4.58%
Sep 30, 23
18 Charles Schwab Investment Management Inc 902.02K (1.28%) 167.62K
Increased by +18.58%
Sep 30, 23
19 Northern Trust Corp 888.36K (1.26%) 201.04K
Increased by +22.63%
Sep 30, 23
20 Morgan Stanley - Brokerage Accounts 788.69K (1.12%) 8.11K
Increased by +1.03%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 4.54M (6.43%) -15.20K
Decreased by -0.34%
Sep 30, 23
2 Capital Group Growth Fnd of Amer Comp 4.54M (6.43%) -15.20K
Decreased by -0.34%
Sep 30, 23
3 Vanguard Total Stock Mkt Idx Inv 2.25M (3.19%) 2.73K
Increased by +0.12%
Nov 30, 23
4 iShares Core S&P Mid-Cap ETF 2.19M (3.10%) -396.00
Decreased by -0.02%
Dec 29, 23
5 iShares Russell 2000 ETF 1.90M (2.69%) 12.08K
Increased by +0.64%
Dec 29, 23
6 Vanguard Small Cap Index 1.87M (2.64%) 7.73K
Increased by +0.41%
Nov 30, 23
7 AMG Yacktman I 1.50M (2.12%) -1.00M
Decreased by -66.67%
Sep 30, 23
8 JHancock Disciplined Value Mid Cap I 1.32M (1.87%) 7.17K
Increased by +0.54%
Oct 31, 23
9 American Funds SMALLCAP World A 1.32M (1.87%) -903.63K
Decreased by -68.41%
Sep 30, 23
10 VanEck Oil Services ETF 1.09M (1.55%) 0.00
Increased by 0.00%
Dec 30, 23
11 Vanguard Small Cap Growth Index Inv 1.05M (1.48%) 6.71K
Increased by +0.64%
Nov 30, 23
12 Vanguard Institutional Extnd Mkt Idx Tr 1.03M (1.46%) 21.77K
Increased by +2.11%
Nov 30, 23
13 T. Rowe Price Integrated US Sm Gr Eq 755.80K (1.07%) 87.80K
Increased by +11.62%
Sep 30, 23
14 TRP Integrated US Small-Cap Gr Eq 755.80K (1.07%) 87.80K
Increased by +11.62%
Sep 30, 23
15 American Funds New Economy A 733.88K (1.04%) -216.75K
Decreased by -29.54%
Sep 30, 23
16 Capital Group New Economy Comp 733.88K (1.04%) -216.75K
Decreased by -29.54%
Sep 30, 23
17 American Century Small Cap Growth Inv 698.98K (0.99%) 63.80K
Increased by +9.13%
Sep 30, 23
18 American Century U.S. Small Cap Growth 698.98K (0.99%) 63.80K
Increased by +9.13%
Sep 30, 23
19 Fidelity® Small Cap Index 685.07K (0.97%) 18.44K
Increased by +2.69%
Oct 31, 23
20 Invesco Discovery A 684.96K (0.97%) 0.00
Increased by 0.00%
Nov 30, 23