Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.82M (11.49%) -262.81K
Decreased by -2.22%
Sep 30, 23
2 BlackRock Inc 10.57M (10.28%) -16.36K
Decreased by -0.15%
Sep 30, 23
3 Massachusetts Financial Services Company 9.95M (9.67%) 98.72K
Increased by +0.99%
Sep 30, 23
4 Artisan Partners Limited Partnership 5.52M (5.37%) -88.70K
Decreased by -1.61%
Sep 30, 23
5 Arnhold & S. Bleichroeder Advisers, LLC 5.41M (5.26%) 445.77K
Increased by +8.24%
Sep 30, 23
6 State Street Corporation 4.23M (4.11%) -299.53K
Decreased by -7.09%
Sep 30, 23
7 Harris Associates L.P. 4.21M (4.09%) 675.22K
Increased by +16.05%
Sep 30, 23
8 Geode Capital Management, LLC 2.47M (2.40%) 17.15K
Increased by +0.69%
Sep 30, 23
9 Amvescap Plc. 2.02M (1.97%) 25.79K
Increased by +1.28%
Sep 30, 23
10 Cantillon Capital Management LLC 1.88M (1.82%) -7.32K
Decreased by -0.39%
Sep 30, 23
11 FMR Inc 1.84M (1.79%) -360.65K
Decreased by -19.58%
Sep 30, 23
12 Baupost Group LLC 1.56M (1.51%) 653.30K
Increased by +41.99%
Sep 30, 23
13 Northern Trust Corp 1.20M (1.17%) 25.52K
Increased by +2.13%
Sep 30, 23
14 Barrow Hanley Mewhinney & Strauss LLC 1.17M (1.14%) -32.35K
Decreased by -2.76%
Sep 30, 23
15 Altrinsic Global Advisors LLC 1.14M (1.11%) -42.72K
Decreased by -3.75%
Sep 30, 23
16 Bank of New York Mellon Corp 1.12M (1.09%) 389.60K
Increased by +34.87%
Sep 30, 23
17 American Century Companies Inc 1.09M (1.06%) 221.45K
Increased by +20.25%
Sep 30, 23
18 Burgundy Asset Management Ltd 1.06M (1.03%) 266.34K
Increased by +25.18%
Sep 30, 23
19 Nuveen Asset Management, LLC 923.61K (0.90%) -29.73K
Decreased by -3.22%
Sep 30, 23
20 Pamet Capital Management, LP 806.84K (0.78%) 0.00
Increased by 0.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Artisan International Value 3.44M (3.34%) 205.09K
Increased by +5.97%
Sep 30, 23
2 Artisan International Value Investor 3.44M (3.34%) 205.09K
Increased by +5.97%
Sep 30, 23
3 Vanguard Total Stock Mkt Idx Inv 3.28M (3.19%) 3.98K
Increased by +0.12%
Nov 30, 23
4 First Eagle Global A 2.87M (2.79%) 0.00
Increased by 0.00%
Nov 30, 23
5 Vanguard Institutional 500 Index Trust 2.55M (2.48%) 24.33K
Increased by +0.95%
Nov 30, 23
6 Vanguard Mid Cap Index Institutional 2.38M (2.32%) 2.20K
Increased by +0.09%
Nov 30, 23
7 Oakmark Investor 1.66M (1.61%) 445.00K
Increased by +26.89%
Sep 30, 23
8 BlackRock Equity Dividend Instl 1.37M (1.33%) -23.05K
Decreased by -1.68%
Nov 30, 23
9 SPDR® S&P 500 ETF Trust 1.27M (1.24%) -8.91K
Decreased by -0.70%
Dec 31, 23
10 First Eagle Overseas A 1.24M (1.20%) 0.00
Increased by 0.00%
Nov 30, 23
11 Fidelity® 500 Index 1.22M (1.19%) 7.77K
Increased by +0.64%
Nov 30, 23
12 iShares Core S&P 500 ETF 995.65K (0.97%) 0.00
Increased by 0.00%
Dec 29, 23
13 Vanguard Value Index Inv 897.61K (0.87%) 1.67K
Increased by +0.19%
Nov 30, 23
14 Vanguard Mid-Cap Value ETF 843.74K (0.82%) -3.74K
Decreased by -0.44%
Nov 30, 23
15 MFS International Intrinsic Value A 750.73K (0.73%) 0.00
Increased by 0.00%
Nov 30, 23
16 Vanguard Institutional Index I 699.04K (0.68%) -1.11K
Decreased by -0.16%
Nov 30, 23
17 American Century Mid Cap Value Inv 697.86K (0.68%) 62.91K
Increased by +9.01%
Sep 30, 23
18 American Century U.S. Mid Cap Value 697.86K (0.68%) 62.91K
Increased by +9.01%
Sep 30, 23