Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYF 1000.00%
2 TOK 1000.00%
3 IWV 1000.00%
4 IWS 1000.00%
5 IWR 1000.00%
6 IWD 1000.00%
7 EUSA 1000.00%
8 IWB 1000.00%
9 IUSV 1000.00%
10 IUSG 1000.00%
11 ITOT 1000.00%
12 ACWI 1000.00%
13 IMCV 1000.00%
14 IMCB 1000.00%
15 ILCV 1000.00%
16 ILCB 1000.00%
17 PFF 1000.00%
18 JKI 1000.00%
19 JKG 1000.00%
20 JKF 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.34M (9.29%) 3.73K
Increased by +0.02%
Jun 30, 24
2 BlackRock Inc 22.71M (9.04%) -661.81K
Decreased by -2.91%
Jun 30, 24
3 Capital World Investors 20.04M (7.98%) -8.19K
Decreased by -0.04%
Jun 30, 24
4 Morgan Stanley - Brokerage Accounts 13.25M (5.28%) 1.37M
Increased by +10.37%
Mar 31, 24
5 William Blair Investment Management, LLC 11.55M (4.60%) -273.95K
Decreased by -2.37%
Jun 30, 24
6 Alkeon Capital Management, LLC 8.25M (3.28%) -400.00K
Decreased by -4.85%
Jun 30, 24
7 State Street Corporation 8.07M (3.21%) 165.81K
Increased by +2.05%
Mar 31, 24
8 State Street Corp 7.71M (3.07%) -361.51K
Decreased by -4.69%
Jun 30, 24
9 Vulcan Value Partners, LLC 7.50M (2.98%) -297.40K
Decreased by -3.97%
Jun 30, 24
10 Goldman Sachs Group Inc 5.19M (2.07%) 4.31M
Increased by +83.00%
Dec 31, 23
11 Boston Partners Global Investors, Inc 5.10M (2.03%) 2.77M
Increased by +54.39%
Jun 30, 24
12 Ariel Investments, LLC 4.94M (1.97%) 54.80K
Increased by +1.11%
Jun 30, 24
13 Beutel, Goodman & Company Ltd. 4.33M (1.73%) 15.81K
Increased by +0.36%
Jun 30, 24
14 Legal & General Group PLC 3.98M (1.59%) -193.38K
Decreased by -4.85%
Jun 30, 24
15 Geode Capital Management, LLC 3.92M (1.56%) 139.64K
Increased by +3.56%
Jun 30, 24
16 NORGES BANK 3.21M (1.28%) -216.41K
Decreased by -6.73%
Dec 31, 23
17 Davis Asset Management, L.P. 3.00M (1.19%) 1.50M
Increased by +50.00%
Dec 31, 23
18 Ameriprise Financial Inc 2.82M (1.12%) -238.94K
Decreased by -8.48%
Jun 30, 24
19 Bank of New York Mellon Corp 2.73M (1.09%) 55.66K
Increased by +2.04%
Jun 30, 24
20 Security Benefit Life Insurance Co 2.62M (1.04%) 0.00
Increased by 0.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Income Fund of Amer A 13.61M (5.42%) 0.00
Increased by 0.00%
Jun 30, 24
2 Vanguard Total Stock Mkt Idx Inv 7.42M (2.96%) -16.21K
Decreased by -0.22%
Jul 31, 24
3 iShares Core S&P Mid-Cap ETF 6.83M (2.72%) 2.12K
Increased by +0.03%
Aug 30, 24
4 Vanguard Small Cap Index 5.90M (2.35%) 22.98K
Increased by +0.39%
Jul 31, 24
5 American Funds Washington Mutual A 4.82M (1.92%) -1.66K
Decreased by -0.03%
Jun 30, 24
6 Capital Group Wash Mutual Invtrs Comp 4.82M (1.92%) -1.66K
Decreased by -0.03%
Jun 30, 24
7 BlackRock Equity Dividend Instl 4.29M (1.71%) -93.06K
Decreased by -2.17%
Dec 31, 23
8 Vanguard Small Cap Value Index Inv 3.97M (1.58%) 13.22K
Increased by +0.33%
Jul 31, 24
9 JHancock Disciplined Value Mid Cap I 3.78M (1.51%) 573.35K
Increased by +15.16%
Jun 30, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 3.29M (1.31%) 20.01K
Increased by +0.61%
Jul 31, 24
11 Vulcan Value Partners Large Cap Value 2.30M (0.92%) -166.51K
Decreased by -7.23%
Jun 30, 24
12 Vulcan Value Partners Focus 2.27M (0.90%) 68.96K
Increased by +3.04%
Jun 30, 24
13 Ariel Fund Investor 2.11M (0.84%) -51.26K
Decreased by -2.42%
Jun 30, 24
14 American Funds American Mutual A 2.02M (0.80%) -154.05K
Decreased by -7.62%
Jun 30, 24
15 Capital Group American Mutual Comp 2.02M (0.80%) -154.05K
Decreased by -7.62%
Jun 30, 24
16 SPDR® S&P MIDCAP 400 ETF Trust 1.71M (0.68%) -19.23K
Decreased by -1.12%
Jul 31, 24
17 MFS Mid Cap Growth A 1.60M (0.64%) 300.33K
Increased by +18.71%
Jul 31, 24
18 Eagle Mid-Cap Growth - Institutional 1.60M (0.64%) -77.77K
Decreased by -4.85%
Jun 30, 24
19 Baron Growth Retail 1.60M (0.64%) 0.00
Increased by 0.00%
Jun 30, 24
20 Baron Small Cap Growth Strategy 1.60M (0.64%) 0.00
Increased by 0.00%
Jun 30, 24