Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TOK 1000.00%
2 ACWI 1000.00%
3 DSI 1000.00%
4 IUSG 1000.00%
5 ITOT 1000.00%
6 IMCG 1000.00%
7 IMCB 1000.00%
8 USCL 1000.00%
9 URTH 1000.00%
10 ESGU 1000.00%
11 EUSA 1000.00%
12 EXI 1000.00%
13 SUSA 1000.00%
14 ILCG 1000.00%
15 ILCB 1000.00%
16 SUSL 1000.00%
17 KLD 1000.00%
18 JKH 1000.00%
19 JKG 1000.00%
20 JKE 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.34M (11.23%) 105.36K
Increased by +0.64%
Mar 31, 24
2 BlackRock Inc 11.23M (7.72%) 61.06K
Increased by +0.54%
Mar 31, 24
3 JPMorgan Chase & Co 6.76M (4.64%) 156.63K
Increased by +2.32%
Mar 31, 24
4 Capital World Investors 6.64M (4.56%) 643.01K
Increased by +9.68%
Mar 31, 24
5 FMR Inc 5.90M (4.05%) 606.69K
Increased by +10.29%
Mar 31, 24
6 State Street Corporation 5.68M (3.90%) 103.36K
Increased by +1.82%
Mar 31, 24
7 Peconic Partners LLC 5.60M (3.85%) 70.20K
Increased by +1.25%
Mar 31, 24
8 Geode Capital Management, LLC 3.30M (2.27%) 96.35K
Increased by +2.92%
Mar 31, 24
9 Artisan Partners Limited Partnership 2.56M (1.76%) 118.57K
Increased by +4.64%
Mar 31, 24
10 Public Employees Retirt Assn Of Colorado 2.05M (1.41%) 2.03M
Increased by +99.08%
Sep 30, 23
11 Select Equity Group LP 1.85M (1.27%) 336.18K
Increased by +18.13%
Mar 31, 24
12 Royal Bank of Canada 1.79M (1.23%) -17.97K
Decreased by -1.00%
Mar 31, 24
13 Goldman Sachs Group Inc 1.76M (1.21%) 880.80K
Increased by +49.96%
Dec 31, 23
14 Morgan Stanley - Brokerage Accounts 1.63M (1.12%) 188.07K
Increased by +11.53%
Mar 31, 24
15 NORGES BANK 1.56M (1.07%) 286.82K
Increased by +18.43%
Dec 31, 23
16 Amvescap Plc. 1.54M (1.06%) -152.04K
Decreased by -9.84%
Mar 31, 24
17 UBS Group AG 1.46M (1.00%) 211.26K
Increased by +14.49%
Mar 31, 24
18 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 1.44M (0.99%) -1.02M
Decreased by -70.72%
Mar 31, 24
19 Bank of America Corp 1.38M (0.95%) 33.92K
Increased by +2.46%
Dec 31, 23
20 AGF Management Ltd 1.36M (0.93%) -49.19K
Decreased by -3.62%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.63M (3.18%) 29.52K
Increased by +0.64%
Jun 30, 24
2 Vanguard Institutional 500 Index Trust 3.76M (2.58%) 33.39K
Increased by +0.89%
Jun 30, 24
3 Vanguard Mid Cap Index Institutional 3.14M (2.15%) -30.43K
Decreased by -0.97%
Jun 30, 24
4 Capital Group Fundamental Invtrs Comp 2.30M (1.58%) -1.95K
Decreased by -0.08%
Mar 31, 24
5 JPMorgan Large Cap Growth I 2.22M (1.52%) 313.45K
Increased by +14.13%
May 31, 24
6 American Funds Fundamental Invs A 2.02M (1.39%) -277.36K
Decreased by -13.71%
Jun 30, 24
7 American Funds American Balanced A 1.98M (1.36%) -108.57K
Decreased by -5.49%
Jun 30, 24
8 Fidelity 500 Index 1.77M (1.22%) 8.97K
Increased by +0.51%
May 31, 24
9 SPDR® S&P 500® ETF Trust 1.73M (1.19%) 16.44K
Increased by +0.95%
Jun 30, 24
10 SPDR® S&P 500 ETF Trust 1.72M (1.18%) 3.87K
Increased by +0.22%
Apr 30, 24
11 Fidelity® 500 Index 1.69M (1.16%) 10.77K
Increased by +0.64%
Nov 30, 23
12 Fidelity® Magellan® 1.68M (1.16%) -1.10K
Decreased by -0.07%
Nov 30, 23
13 Fidelity Magellan 1.60M (1.10%) -54.00K
Decreased by -3.36%
May 31, 24
14 iShares Core S&P 500 ETF 1.56M (1.07%) 7.92K
Increased by +0.51%
Jun 28, 24
15 Vanguard Growth Index Investor 1.55M (1.06%) 127.20K
Increased by +8.22%
Jun 30, 24
16 Vanguard Mid-Cap Growth ETF 1.05M (0.72%) 6.09K
Increased by +0.58%
Jun 30, 24
17 Vanguard Institutional Index I 949.30K (0.65%) 2.36K
Increased by +0.25%
Jun 30, 24
18 Global X US Infrastructure Dev ETF 889.49K (0.61%) -422.00
Decreased by -0.05%
Jun 28, 24
19 JPMorgan Growth Advantage A 831.15K (0.57%) 0.00
Increased by 0.00%
May 31, 24
20 JPM US Mid Cap Growth-MA 829.74K (0.57%) 465.14K
Increased by +56.06%
Sep 30, 23