Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.82M (11.39%) -402.66K
Decreased by -3.72%
Sep 30, 23
2 BlackRock Inc 6.73M (7.08%) -233.02K
Decreased by -3.46%
Sep 30, 23
3 Fisher Asset Management, LLC 3.91M (4.12%) 117.03K
Increased by +2.99%
Sep 30, 23
4 State Street Corporation 3.68M (3.88%) -228.47K
Decreased by -6.21%
Sep 30, 23
5 Geode Capital Management, LLC 2.27M (2.39%) -70.89K
Decreased by -3.12%
Sep 30, 23
6 Barrow Hanley Mewhinney & Strauss LLC 2.24M (2.36%) 2.24M
Increased by +100.00%
Sep 30, 23
7 Susquehanna International Group, LLP 2.23M (2.34%) -127.36K
Decreased by -5.72%
Sep 30, 23
8 Capital Research & Mgmt Co - Division 3 1.71M (1.80%) -2.42M
Decreased by -141.46%
Sep 30, 23
9 Goldman Sachs Group Inc 1.56M (1.64%) 1.31M
Increased by +84.24%
Sep 30, 23
10 Morgan Stanley - Brokerage Accounts 1.51M (1.59%) 356.20K
Increased by +23.58%
Sep 30, 23
11 Amvescap Plc. 1.45M (1.53%) 248.82K
Increased by +17.17%
Sep 30, 23
12 Citadel Advisors Llc 1.10M (1.16%) -259.07K
Decreased by -23.61%
Sep 30, 23
13 Two Sigma Investments LLC 1.09M (1.15%) 184.60K
Increased by +16.92%
Sep 30, 23
14 T. Rowe Price Associates, Inc. 993.26K (1.05%) 1.44K
Increased by +0.14%
Sep 30, 23
15 Bank of New York Mellon Corp 977.06K (1.03%) 128.09K
Increased by +13.11%
Sep 30, 23
16 Two Sigma Advisers, LLC 948.30K (1.00%) 437.30K
Increased by +46.11%
Sep 30, 23
17 HHG PLC 906.03K (0.95%) 23.54K
Increased by +2.60%
Sep 30, 23
18 Northern Trust Corp 882.95K (0.93%) -7.38K
Decreased by -0.84%
Sep 30, 23
19 Nuveen Asset Management, LLC 788.56K (0.83%) 10.70K
Increased by +1.36%
Sep 30, 23
20 Charles Schwab Investment Management Inc 774.25K (0.82%) -50.06K
Decreased by -6.47%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.03M (3.19%) 3.67K
Increased by +0.12%
Nov 30, 23
2 Vanguard Small Cap Index 2.51M (2.64%) 10.51K
Increased by +0.42%
Nov 30, 23
3 Vanguard Institutional 500 Index Trust 2.36M (2.49%) 23.94K
Increased by +1.01%
Nov 30, 23
4 American Funds Washington Mutual A 1.60M (1.68%) -2.20M
Decreased by -138.14%
Sep 30, 23
5 Capital Group Wash Mutual Invtrs Comp 1.60M (1.68%) -2.20M
Decreased by -138.14%
Sep 30, 23
6 Vanguard Small Cap Growth Index Inv 1.40M (1.48%) 8.78K
Increased by +0.62%
Nov 30, 23
7 SPDR® S&P 500 ETF Trust 1.20M (1.26%) -8.32K
Decreased by -0.70%
Dec 31, 23
8 Fidelity® 500 Index 1.13M (1.19%) 7.18K
Increased by +0.64%
Nov 30, 23
9 Invesco S&P 500® Equal Weight ETF 1.12M (1.18%) 0.00
Increased by 0.00%
Dec 29, 23
10 iShares Core S&P 500 ETF 956.18K (1.01%) 570.00
Increased by +0.06%
Dec 29, 23
11 Janus Henderson Contrarian D 867.22K (0.91%) 0.00
Increased by 0.00%
Sep 30, 23
12 Janus Henderson US Opportunistic Alpha 867.22K (0.91%) 0.00
Increased by 0.00%
Sep 30, 23
13 Bridge Builder Large Cap Value 792.56K (0.83%) 0.00
Increased by 0.00%
Dec 31, 23
14 Purisima Global Total Return A 705.73K (0.74%) 0.00
Increased by 0.00%
Sep 30, 23
15 Vanguard Institutional Index I 646.16K (0.68%) -2.17K
Decreased by -0.34%
Nov 30, 23
16 Baron Real Estate Institutional 640.25K (0.67%) 74.40K
Increased by +11.62%
Dec 31, 23
17 Baron Real Estate Strategy 640.25K (0.67%) 74.40K
Increased by +11.62%
Dec 31, 23
18 Consumer Discret Sel Sect SPDR® ETF 549.33K (0.58%) 48.60K
Increased by +8.85%
Dec 31, 23
19 State St S&P 500® Indx SL Cl III 461.34K (0.49%) -1.60K
Decreased by -0.35%
Dec 31, 23
20 GS Global CORE Eq I Inc USD Snap 369.11K (0.39%) 159.00K
Increased by +43.08%
Oct 31, 23