Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IUSV 1000.00%
2 ISCB 1000.00%
3 ISCG 1000.00%
4 ITOT 1000.00%
5 JKK 1000.00%
6 JKJ 1000.00%
7 IYY 1000.00%
8 IUSG 1000.00%
9 PEJ 5.56%
10 CZA 1.52%
11 JOET 0.78%
12 QDF 0.51%
13 VOX 0.47%
14 FDRR 0.40%
15 FTHI 0.30%
16 RNMC 0.28%
17 FNY 0.28%
18 BFOR 0.26%
19 XPND 0.26%
20 IVOG 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 14.53M (11.60%) 202.15K
Increased by +1.39%
Sep 30, 23
2 Vanguard Group Inc 10.98M (8.77%) 302.89K
Increased by +2.76%
Sep 30, 23
3 Capital World Investors 7.67M (6.12%) 2.19M
Increased by +28.50%
Sep 30, 23
4 Caledonia (Private) Investments Pty Ltd 5.90M (4.71%) -121.45K
Decreased by -2.06%
Sep 30, 23
5 Darlington Partners Capital Management, LP 5.76M (4.59%) -305.48K
Decreased by -5.31%
Sep 30, 23
6 BlackRock Inc 5.51M (4.40%) 562.85K
Increased by +10.21%
Sep 30, 23
7 Cooke & Bieler LP 4.76M (3.80%) -60.91K
Decreased by -1.28%
Sep 30, 23
8 Citadel Advisors Llc 3.85M (3.07%) 187.65K
Increased by +4.88%
Sep 30, 23
9 Southeastern Asset Management Inc 3.45M (2.76%) -263.74K
Decreased by -7.64%
Sep 30, 23
10 Jackson Square Partners, LLC 3.41M (2.72%) -273.57K
Decreased by -8.02%
Sep 30, 23
11 Millennium Management LLC 3.23M (2.58%) 1.15M
Increased by +35.66%
Sep 30, 23
12 Capital Research & Mgmt Co - Division 3 3.00M (2.39%) -2.31K
Decreased by -0.08%
Sep 30, 23
13 Harris Associates L.P. 2.97M (2.37%) -260.69K
Decreased by -8.77%
Sep 30, 23
14 Fidelity International Ltd 2.80M (2.24%) -2.73M
Decreased by -97.47%
Sep 30, 23
15 Balyasny Asset Management LLC 2.61M (2.08%) 1.89M
Increased by +72.46%
Sep 30, 23
16 Allspring Global Investments Holdings, LLC 2.19M (1.75%) 36.32K
Increased by +1.66%
Sep 30, 23
17 Ako Capital Llp 2.04M (1.63%) 2.04M
Increased by +100.00%
Sep 30, 23
18 Geode Capital Management, LLC 1.98M (1.58%) 212.61K
Increased by +10.76%
Sep 30, 23
19 Stephens Inv Mgmt Group LLC 1.80M (1.44%) 149.18K
Increased by +8.29%
Sep 30, 23
20 Goldman Sachs Group Inc 1.75M (1.40%) 441.07K
Increased by +25.22%
Jun 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.69M (2.95%) 4.74K
Increased by +0.13%
Nov 30, 23
2 Vanguard Instl Ttl Stck Mkt Idx Tr 3.64M (2.91%) 99.72K
Increased by +2.74%
Mar 31, 23
3 Fidelity Global Technology A-Dis-EUR 2.95M (2.36%) 763.97K
Increased by +25.89%
Nov 30, 23
4 American Funds Fundamental Invs A 2.95M (2.35%) 1.83M
Increased by +62.25%
Sep 30, 23
5 Capital Group Fundamental Invtrs Comp 2.95M (2.35%) 1.83M
Increased by +62.25%
Sep 30, 23
6 American Funds Capital Income Bldr A 2.93M (2.34%) 0.00
Increased by 0.00%
Sep 30, 23
7 Fidelity® VIP Growth Initial 2.91M (2.32%) -49.90K
Decreased by -1.72%
Sep 30, 23
8 VIP Growth Initial 2.91M (2.32%) 0.00
Increased by 0.00%
Nov 30, 23
9 American Funds New Perspective A 2.80M (2.24%) 0.00
Increased by 0.00%
Sep 30, 23
10 Capital Group New Perspective Comp 2.80M (2.24%) 0.00
Increased by 0.00%
Sep 30, 23
11 Vanguard Mid Cap Index Institutional 2.67M (2.13%) -2.99K
Decreased by -0.11%
Nov 30, 23
12 Fidelity Advisor® Equity Growth I 2.67M (2.13%) 45.10K
Increased by +1.69%
Nov 30, 23
13 BGF World Technology A2 2.19M (1.75%) 0.00
Increased by 0.00%
Sep 30, 23
14 Longleaf Partners 2.18M (1.74%) -181.50K
Decreased by -8.34%
Sep 30, 23
15 Vanguard Institutional Extnd Mkt Idx Tr 2.01M (1.60%) 39.73K
Increased by +1.98%
Nov 30, 23
16 Fidelity® Capital Appreciation 1.80M (1.44%) -32.40K
Decreased by -1.80%
Nov 30, 23
17 Harris Assoc. Oakmark Eq & Inc CIT 1.73M (1.38%) -617.84K
Decreased by -35.65%
Sep 30, 23
18 Oakmark Equity And Income Investor 1.73M (1.38%) -617.84K
Decreased by -35.65%
Sep 30, 23
19 Stephens SMID Select Growth 1.44M (1.15%) 102.52K
Increased by +7.11%
Sep 30, 23
20 American Funds New Economy A 1.40M (1.12%) 316.25K
Increased by +22.60%
Sep 30, 23