Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 ACWI 1000.00%
3 JKD 1000.00%
4 JKG 1000.00%
5 IYY 1000.00%
6 IYF 1000.00%
7 IWV 1000.00%
8 IWS 1000.00%
9 IWR 1000.00%
10 IWP 1000.00%
11 IWF 1000.00%
12 JKE 1000.00%
13 IWD 1000.00%
14 IWB 1000.00%
15 EUSA 1000.00%
16 IVW 1000.00%
17 IVV 1000.00%
18 IVE 1000.00%
19 IUSV 1000.00%
20 CRBN 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.29M (12.31%) 293.88K
Increased by +2.06%
Jun 30, 24
2 BlackRock Inc 10.13M (8.73%) 403.42K
Increased by +3.98%
Jun 30, 24
3 Morgan Stanley - Brokerage Accounts 6.02M (5.19%) -169.46K
Decreased by -2.82%
Mar 31, 24
4 State Street Corporation 4.88M (4.21%) 69.42K
Increased by +1.42%
Mar 31, 24
5 T. Rowe Price Associates, Inc. 4.02M (3.47%) -145.40K
Decreased by -3.61%
Jun 30, 24
6 Apg All Pensions Group 3.99M (3.44%) -20.21K
Decreased by -0.51%
Jun 30, 24
7 Capital Research & Mgmt Co - Division 3 3.40M (2.93%) 334.13K
Increased by +9.84%
Jun 30, 24
8 HHG PLC 3.29M (2.83%) 12.80K
Increased by +0.39%
Jun 30, 24
9 Geode Capital Management, LLC 2.86M (2.47%) 254.18K
Increased by +8.87%
Mar 31, 24
10 Baillie Gifford & Co Limited. 2.80M (2.42%) -166.81K
Decreased by -5.95%
Dec 31, 23
11 T. Rowe Price Investment Management,Inc. 2.68M (2.31%) 31.55K
Increased by +1.18%
Jun 30, 24
12 Jensen Investment Management 1.74M (1.50%) -38.60K
Decreased by -2.22%
Jun 30, 24
13 Stifel Financial Corp 1.58M (1.36%) 50.39K
Increased by +3.18%
Mar 31, 24
14 Mitsubishi UFJ Asset Management Co.,Ltd 1.56M (1.35%) 65.89K
Increased by +4.22%
Jun 30, 24
15 Barclays PLC 1.55M (1.33%) -47.78K
Decreased by -3.09%
Mar 31, 24
16 Northern Trust Corp 1.32M (1.14%) 29.33K
Increased by +2.22%
Jun 30, 24
17 Wells Fargo & Co 1.24M (1.07%) -31.13K
Decreased by -2.50%
Jun 30, 24
18 Amvescap Plc. 1.20M (1.03%) 321.48K
Increased by +26.84%
Mar 31, 24
19 Bahl & Gaynor Inc. 1.11M (0.96%) 6.63K
Increased by +0.60%
Jun 30, 24
20 Veritas Investment Partners (UK) Ltd. 1.11M (0.96%) 70.16K
Increased by +6.33%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.73M (3.22%) -7.75K
Decreased by -0.21%
Jul 31, 24
2 Vanguard Institutional 500 Index Trust 3.07M (2.64%) 27.95K
Increased by +0.91%
Jul 31, 24
3 Vanguard Mid Cap Index Institutional 2.53M (2.18%) -2.23K
Decreased by -0.09%
Jul 31, 24
4 Janus Henderson Enterprise D 1.78M (1.54%) 0.00
Increased by 0.00%
Jun 30, 24
5 Janus Inst Mid Cap Growth CF 1.78M (1.54%) 0.00
Increased by 0.00%
Jun 30, 24
6 MS INVF Global Brands A USD 1.62M (1.39%) -23.23K
Decreased by -1.44%
Mar 31, 24
7 Morgan Stanley Glbl Franchise 1.62M (1.39%) -44.82K
Decreased by -2.77%
Mar 31, 24
8 Fidelity 500 Index 1.44M (1.25%) 10.92K
Increased by +0.76%
Jun 30, 24
9 SPDR® S&P 500® ETF Trust 1.41M (1.22%) -18.13K
Decreased by -1.28%
Jul 31, 24
10 SPDR® S&P 500 ETF Trust 1.39M (1.20%) 3.15K
Increased by +0.23%
Apr 30, 24
11 Fidelity® 500 Index 1.38M (1.19%) 8.76K
Increased by +0.64%
Nov 30, 23
12 T. Rowe Price Dividend Growth 1.35M (1.16%) 0.00
Increased by 0.00%
Jun 30, 24
13 T. Rowe Price US Dividend Growth Eq Comp 1.35M (1.16%) 0.00
Increased by 0.00%
Jun 30, 24
14 T. Rowe Price US Dividend Growth Eq SMA 1.35M (1.16%) 1.35M
Increased by +99.99%
Dec 31, 23
15 Vanguard Growth Index Investor 1.31M (1.13%) 4.61K
Increased by +0.35%
Jul 31, 24
16 Jensen Quality Growth J 1.29M (1.11%) -96.00K
Decreased by -7.42%
Jul 31, 24
17 T. Rowe Price Mid-Cap Growth 1.29M (1.11%) -2.70K
Decreased by -0.21%
Jun 30, 24
18 T. Rowe Price US Mid-Cap Growth Equity 1.29M (1.11%) -2.70K
Decreased by -0.21%
Jun 30, 24
19 iShares Core S&P 500 ETF 1.28M (1.10%) 0.00
Increased by 0.00%
Jul 31, 24
20 American Funds Capital Income Bldr A 1.18M (1.02%) 0.00
Increased by 0.00%
Jun 30, 24