Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWD 1000.00%
2 ACWI 1000.00%
3 TOK 1000.00%
4 JKF 1000.00%
5 SUSL 1000.00%
6 SUSA 1000.00%
7 JKE 1000.00%
8 JKD 1000.00%
9 IYY 1000.00%
10 IWV 1000.00%
11 IWS 1000.00%
12 ILCB 1000.00%
13 ILCG 1000.00%
14 ILCV 1000.00%
15 IMCB 1000.00%
16 IMCG 1000.00%
17 IMCV 1000.00%
18 ITOT 1000.00%
19 IUSV 1000.00%
20 IVE 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 35.86M (11.89%) 267.48K
Increased by +0.75%
Mar 31, 24
2 BlackRock Inc 22.48M (7.46%) -56.16K
Decreased by -0.25%
Mar 31, 24
3 Parnassus Investments LLC 21.35M (7.08%) 284.56K
Increased by +1.33%
Mar 31, 24
4 Parnassus Investments, LLC 21.06M (6.99%) 998.53K
Increased by +4.74%
Dec 31, 23
5 T. Rowe Price Investment Management,Inc. 18.35M (6.09%) 24.00
Increased by +0.00%
Mar 31, 24
6 State Street Corporation 13.64M (4.52%) 100.58K
Increased by +0.74%
Mar 31, 24
7 Morgan Stanley - Brokerage Accounts 10.21M (3.39%) -119.79K
Decreased by -1.17%
Mar 31, 24
8 T. Rowe Price Associates, Inc. 8.30M (2.75%) -147.12K
Decreased by -1.77%
Mar 31, 24
9 Geode Capital Management, LLC 7.13M (2.36%) 219.18K
Increased by +3.07%
Mar 31, 24
10 Goldman Sachs Group Inc 6.91M (2.29%) -8.53M
Decreased by -123.39%
Mar 31, 24
11 Franklin Resources Inc 6.40M (2.12%) 6.26M
Increased by +97.79%
Mar 31, 24
12 Putnam Investments LLC 5.82M (1.93%) 1.65M
Increased by +28.30%
Dec 31, 23
13 Putnam Investments, LLC., a Franklin Templeton company 5.82M (1.93%) 1.65M
Increased by +28.30%
Dec 31, 23
14 Sustainable Growth Advisers, LP 4.83M (1.60%) -213.92K
Decreased by -4.43%
Mar 31, 24
15 JPMorgan Chase & Co 4.63M (1.54%) 290.81K
Increased by +6.28%
Mar 31, 24
16 Boston Partners Global Investors, Inc 4.06M (1.35%) 2.16M
Increased by +53.29%
Mar 31, 24
17 Legal & General Group PLC 3.16M (1.05%) 289.62K
Increased by +9.15%
Dec 31, 23
18 Jensen Investment Management 3.04M (1.01%) -15.58K
Decreased by -0.51%
Mar 31, 24
19 Thrivent Financial For Lutherans 2.98M (0.99%) 313.00K
Increased by +10.49%
Mar 31, 24
20 NORGES BANK 2.93M (0.97%) 205.46K
Increased by +7.02%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Parnassus Core Equity Investor 14.07M (4.67%) 0.00
Increased by 0.00%
Jun 30, 24
2 Vanguard Total Stock Mkt Idx Inv 9.81M (3.26%) -125.89K
Decreased by -1.28%
Jun 30, 24
3 T. Rowe Price Mid-Cap Growth 8.54M (2.83%) -424.20K
Decreased by -4.97%
Jun 30, 24
4 T. Rowe Price US Mid-Cap Growth Equity 8.54M (2.83%) -424.20K
Decreased by -4.97%
Jun 30, 24
5 Vanguard Institutional 500 Index Trust 7.98M (2.65%) -114.88K
Decreased by -1.44%
Jun 30, 24
6 Vanguard Mid Cap Index Institutional 6.65M (2.21%) -208.46K
Decreased by -3.14%
Jun 30, 24
7 US Small-Cap Growth II Equity Comp 4.33M (1.44%) 4.33M
Increased by +100.00%
Jun 30, 23
8 Fidelity 500 Index 3.84M (1.27%) 19.47K
Increased by +0.51%
May 31, 24
9 SPDR® S&P 500® ETF Trust 3.74M (1.24%) 34.78K
Increased by +0.93%
Jun 30, 24
10 SPDR® S&P 500 ETF Trust 3.71M (1.23%) 8.41K
Increased by +0.23%
Apr 30, 24
11 Fidelity® 500 Index 3.67M (1.22%) 23.36K
Increased by +0.64%
Nov 30, 23
12 iShares Core S&P 500 ETF 3.31M (1.10%) 16.84K
Increased by +0.51%
Jun 28, 24
13 JHancock Disciplined Value Mid Cap I 2.98M (0.99%) -43.85K
Decreased by -1.47%
May 31, 24
14 Parnassus Mid-Cap 2.87M (0.95%) -62.99K
Decreased by -2.20%
Dec 31, 23
15 Putnam Large Cap Value A 2.68M (0.89%) 65.93K
Increased by +2.46%
Jun 30, 24
16 Vanguard Value Index Inv 2.55M (0.85%) -78.87K
Decreased by -3.09%
Jun 30, 24
17 Putnam US Large Cap Value Equity 2.54M (0.84%) 114.56K
Increased by +4.51%
Mar 31, 24
18 Bridge Builder Large Cap Growth 2.52M (0.83%) -713.33K
Decreased by -28.34%
Apr 30, 24
19 AMOne Global ESG Hi Quality Gr Eq MF 2.42M (0.80%) -111.20K
Decreased by -4.60%
Jul 14, 23
20 Parnassus Value Equity Fund Composite 2.30M (0.76%) 0.00
Increased by 0.00%
Jun 30, 24