Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWD 1000.00%
2 TOK 1000.00%
3 ACWI 1000.00%
4 SUSL 1000.00%
5 SUSA 1000.00%
6 SIZE 1000.00%
7 URTH 1000.00%
8 USCL 1000.00%
9 CRBN 1000.00%
10 USXF 1000.00%
11 DGRO 1000.00%
12 DSI 1000.00%
13 ESGU 1000.00%
14 EUSA 1000.00%
15 KLD 1000.00%
16 JKH 1000.00%
17 JKG 1000.00%
18 JKE 1000.00%
19 JKD 1000.00%
20 GLOF 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 29.88M (10.28%) 4.61M
Increased by +15.41%
Mar 31, 24
2 BlackRock Inc 26.88M (9.25%) -379.19K
Decreased by -1.41%
Mar 31, 24
3 Massachusetts Financial Services Company 14.26M (4.90%) 1.01M
Increased by +7.08%
Mar 31, 24
4 State Street Corporation 12.68M (4.36%) 41.21K
Increased by +0.33%
Mar 31, 24
5 T. Rowe Price Investment Management,Inc. 10.16M (3.50%) 4.64K
Increased by +0.05%
Mar 31, 24
6 Wellington Management Company LLP 9.42M (3.24%) -465.99K
Decreased by -4.95%
Mar 31, 24
7 T. Rowe Price Associates, Inc. 8.54M (2.94%) 1.04M
Increased by +12.21%
Mar 31, 24
8 Geode Capital Management, LLC 6.82M (2.35%) 220.52K
Increased by +3.23%
Mar 31, 24
9 Pictet Asset Manangement SA 5.29M (1.82%) -1.10M
Decreased by -20.80%
Mar 31, 24
10 Goldman Sachs Group Inc 4.46M (1.54%) 2.82M
Increased by +63.26%
Dec 31, 23
11 Morgan Stanley - Brokerage Accounts 4.32M (1.49%) -178.91K
Decreased by -4.14%
Mar 31, 24
12 Deutsche Bank AG 4.25M (1.46%) 59.39K
Increased by +1.40%
Mar 31, 24
13 Northern Trust Corp 3.88M (1.33%) -119.09K
Decreased by -3.07%
Mar 31, 24
14 State Farm Mutual Automobile Ins Co 3.83M (1.32%) 0.00
Increased by 0.00%
Mar 31, 24
15 NORGES BANK 3.67M (1.26%) 1.04M
Increased by +28.34%
Dec 31, 23
16 JPMorgan Chase & Co 3.59M (1.23%) 408.33K
Increased by +11.38%
Mar 31, 24
17 Cantillon Capital Management LLC 3.57M (1.23%) -71.42K
Decreased by -2.00%
Mar 31, 24
18 Brown Advisory Holdings Inc 3.07M (1.06%) 778.65K
Increased by +25.35%
Mar 31, 24
19 Legal & General Group PLC 3.01M (1.04%) -97.57K
Decreased by -3.24%
Mar 31, 24
20 Principal Financial Group Inc 2.82M (0.97%) -71.56K
Decreased by -2.54%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 9.22M (3.17%) 17.80K
Increased by +0.19%
Apr 30, 24
2 Vanguard Institutional 500 Index Trust 7.46M (2.57%) 70.74K
Increased by +0.95%
Apr 30, 24
3 T. Rowe Price Mid-Cap Growth 4.96M (1.71%) -8.80K
Decreased by -0.18%
Mar 31, 24
4 T. Rowe Price US Mid-Cap Growth Equity 4.96M (1.71%) -8.80K
Decreased by -0.18%
Mar 31, 24
5 Fidelity 500 Index 3.54M (1.22%) 32.46K
Increased by +0.92%
Mar 31, 24
6 SPDR® S&P 500 ETF Trust 3.46M (1.19%) 7.83K
Increased by +0.23%
Apr 30, 24
7 Fidelity® 500 Index 3.44M (1.18%) 21.91K
Increased by +0.64%
Nov 30, 23
8 Vanguard Health Care Inv 3.25M (1.12%) -323.30K
Decreased by -9.94%
Mar 31, 24
9 Vanguard Mid Cap Index Institutional 3.19M (1.10%) 7.02K
Increased by +0.22%
Apr 30, 24
10 iShares Core S&P 500 ETF 3.02M (1.04%) 2.63K
Increased by +0.09%
Apr 30, 24
11 Vanguard Growth Index Investor 2.83M (0.97%) 41.25K
Increased by +1.46%
Apr 30, 24
12 VanEck Morningstar Wide Moat ETF 2.54M (0.87%) 752.00
Increased by +0.03%
Apr 30, 24
13 VanEck Morningstar Wide Moat 2.53M (0.87%) 25.48K
Increased by +1.01%
Mar 31, 24
14 Health Care Select Sector SPDR® ETF 2.13M (0.73%) -2.77K
Decreased by -0.13%
Apr 30, 24
15 MFS International Intrinsic Value A 2.12M (0.73%) 77.48K
Increased by +3.65%
Mar 31, 24
16 Pictet - Global Envir Opps I USD 2.02M (0.70%) 22.14K
Increased by +1.10%
Apr 30, 24
17 MFS Large Cap Growth Equity 2.01M (0.69%) -19.81K
Decreased by -0.99%
Mar 31, 24
18 MFS Massachusetts Inv Gr Stk A 2.01M (0.69%) 0.00
Increased by 0.00%
Mar 31, 24
19 Pictet-Water I EUR 1.94M (0.67%) -6.25K
Decreased by -0.32%
Jan 31, 24
20 Vanguard Institutional Index I 1.91M (0.66%) -12.73K
Decreased by -0.66%
Apr 30, 24