Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IMCB 1000.00%
2 IYY 1000.00%
3 IWV 1000.00%
4 IWTR 1000.00%
5 IWS 1000.00%
6 IWR 1000.00%
7 JKD 1000.00%
8 IWD 1000.00%
9 IWB 1000.00%
10 IVV 1000.00%
11 EXI 1000.00%
12 IVE 1000.00%
13 ILCB 1000.00%
14 IUSV 1000.00%
15 ILCG 1000.00%
16 JKE 1000.00%
17 ITOT 1000.00%
18 JKG 1000.00%
19 IMCG 1000.00%
20 CGW 9.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 27.86M (11.59%) 45.97K
Increased by +0.16%
Sep 30, 23
2 BlackRock Inc 24.25M (10.09%) -1.49M
Decreased by -6.15%
Sep 30, 23
3 State Street Corporation 9.96M (4.15%) 94.73K
Increased by +0.95%
Sep 30, 23
4 Aristotle Capital Management LLC 9.39M (3.91%) -115.66K
Decreased by -1.23%
Sep 30, 23
5 Pictet Asset Manangement SA 7.56M (3.15%) 7.56M
Increased by +100.00%
Sep 30, 23
6 Amundi 5.82M (2.42%) 807.19K
Increased by +13.86%
Sep 30, 23
7 Geode Capital Management, LLC 5.17M (2.15%) 153.49K
Increased by +2.97%
Sep 30, 23
8 Morgan Stanley - Brokerage Accounts 4.53M (1.88%) 466.91K
Increased by +10.31%
Sep 30, 23
9 Amvescap Plc. 4.18M (1.74%) 1.09M
Increased by +25.97%
Sep 30, 23
10 Royal Bank of Canada 3.41M (1.42%) 327.38K
Increased by +9.61%
Sep 30, 23
11 Baillie Gifford & Co Limited. 3.00M (1.25%) -38.10K
Decreased by -1.27%
Sep 30, 23
12 Northern Trust Corp 2.62M (1.09%) 100.73K
Increased by +3.85%
Sep 30, 23
13 UBS Asset Mgmt Americas Inc 2.59M (1.08%) 1.21M
Increased by +46.92%
Sep 30, 23
14 Bank of America Corp 2.56M (1.07%) -522.24K
Decreased by -20.40%
Sep 30, 23
15 Victory Capital Management Inc. 2.51M (1.04%) -360.44K
Decreased by -14.36%
Sep 30, 23
16 Champlain Investment Partners, LLC 2.18M (0.91%) 1.01M
Increased by +46.09%
Sep 30, 23
17 American Century Companies Inc 2.16M (0.90%) 864.71K
Increased by +40.04%
Sep 30, 23
18 Impax Asset Management Group PLC 2.03M (0.85%) -13.79K
Decreased by -0.68%
Sep 30, 23
19 Alyeska Investment Group, L.P. 1.93M (0.80%) 1.09M
Increased by +56.22%
Sep 30, 23
20 Mirova US LLC 1.88M (0.78%) 70.73K
Increased by +3.75%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.55M (3.14%) 9.19K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 5.87M (2.44%) 57.66K
Increased by +0.98%
Nov 30, 23
3 Vanguard Mid Cap Index Institutional 5.47M (2.28%) 6.04K
Increased by +0.11%
Nov 30, 23
4 Pictet-Water I EUR 3.84M (1.60%) -5.18K
Decreased by -0.13%
Nov 30, 23
5 SPDR® S&P 500 ETF Trust 2.95M (1.23%) -20.88K
Decreased by -0.71%
Dec 31, 23
6 Fidelity® 500 Index 2.81M (1.17%) 17.86K
Increased by +0.64%
Nov 30, 23
7 iShares Core S&P 500 ETF 2.40M (1.00%) 1.43K
Increased by +0.06%
Dec 29, 23
8 Pictet - Global Envir Opps I USD 2.32M (0.97%) 3.41K
Increased by +0.15%
Jul 31, 23
9 Vanguard Windsor™ II Inv 2.31M (0.96%) 0.00
Increased by 0.00%
Sep 30, 23
10 Vanguard Value Index Inv 2.06M (0.86%) 3.01K
Increased by +0.15%
Nov 30, 23
11 Champlain Mid Cap Fund, LLC 1.77M (0.74%) 2.90K
Increased by +0.16%
Nov 30, 23
12 Impax Water Strategy Composite 1.71M (0.71%) -44.92K
Decreased by -2.63%
Oct 31, 23
13 Victory Sycamore Established Value R 1.69M (0.70%) -255.00K
Decreased by -15.09%
Sep 30, 23
14 Vanguard Mid-Cap Growth ETF 1.68M (0.70%) 5.27K
Increased by +0.31%
Nov 30, 23
15 iShares Global Water ETF USD Dist 1.67M (0.70%) 0.00
Increased by 0.00%
Dec 29, 23
16 Vanguard Institutional Index I 1.61M (0.67%) -2.44K
Decreased by -0.15%
Nov 30, 23
17 Calvert Equity A 1.55M (0.65%) -18.56K
Decreased by -1.20%
Nov 30, 23
18 Invesco Water Resources ETF 1.41M (0.59%) -3.49K
Decreased by -0.25%
Nov 30, 23
19 Parnassus Mid-Cap 1.40M (0.58%) -42.16K
Decreased by -3.00%
Nov 30, 23
20 Vanguard Dividend Appreciation ETF 1.39M (0.58%) 9.72K
Increased by +0.70%
Nov 30, 23