Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ILCG 1000.00%
2 ACWI 1000.00%
3 IYY 1000.00%
4 IYW 1000.00%
5 IXN 1000.00%
6 IWV 1000.00%
7 XT 1000.00%
8 JKI 1000.00%
9 ILCB 1000.00%
10 IGM 1000.00%
11 IDAT 1000.00%
12 JKG 1000.00%
13 URTH 1000.00%
14 GLOF 1000.00%
15 TOK 1000.00%
16 JKH 1000.00%
17 JKD 1000.00%
18 IWS 1000.00%
19 IWR 1000.00%
20 IWD 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.69M (12.44%) 23.48K
Increased by +0.20%
Mar 31, 24
2 BlackRock Inc 9.28M (9.87%) 297.08K
Increased by +3.20%
Mar 31, 24
3 Capital Research Global Investors 4.59M (4.89%) 93.07K
Increased by +2.03%
Mar 31, 24
4 State Street Corporation 4.49M (4.78%) -11.70K
Decreased by -0.26%
Mar 31, 24
5 Barclays PLC 3.87M (4.12%) 3.35M
Increased by +86.60%
Sep 30, 23
6 Fidelity International Ltd 3.27M (3.48%) 492.37K
Increased by +15.05%
Mar 31, 24
7 Geode Capital Management, LLC 2.33M (2.48%) 63.61K
Increased by +2.74%
Mar 31, 24
8 Amvescap Plc. 2.03M (2.16%) -21.96K
Decreased by -1.08%
Mar 31, 24
9 Morgan Stanley - Brokerage Accounts 1.77M (1.89%) -197.77K
Decreased by -11.14%
Mar 31, 24
10 Citadel Advisors Llc 1.73M (1.84%) 4.17K
Increased by +0.24%
Sep 30, 23
11 Vulcan Value Partners, LLC 1.57M (1.68%) -88.62K
Decreased by -5.63%
Mar 31, 24
12 Millennium Management LLC 1.45M (1.54%) 759.88K
Increased by +52.52%
Dec 31, 23
13 Dimensional Fund Advisors, Inc. 1.32M (1.40%) 9.53K
Increased by +0.72%
Mar 31, 24
14 UBS Group AG 1.27M (1.35%) 1.05M
Increased by +83.10%
Sep 30, 23
15 Point72 Asset Management, L.P. 1.20M (1.28%) 112.29K
Increased by +9.36%
Sep 30, 23
16 Ameriprise Financial Inc 1.19M (1.27%) -44.86K
Decreased by -3.77%
Mar 31, 24
17 Boston Partners Global Investors, Inc 1.17M (1.25%) -262.52K
Decreased by -22.36%
Mar 31, 24
18 JPMorgan Chase & Co 1.09M (1.17%) 1.04K
Increased by +0.10%
Mar 31, 24
19 NORGES BANK 1.05M (1.12%) -70.64K
Decreased by -6.73%
Dec 31, 23
20 LSV Asset Management 1.01M (1.07%) -112.37K
Decreased by -11.15%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Capital Group AMCAP Composite 3.75M (4.00%) 120.36K
Increased by +3.21%
Mar 31, 24
2 VA CollegeAmerica Amcap 529A 3.65M (3.89%) -102.61K
Decreased by -2.81%
Jun 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.00M (3.20%) -42.85K
Decreased by -1.43%
Jun 30, 24
4 Fidelity Global Technology A-Dis-EUR 2.79M (2.97%) 414.28K
Increased by +14.86%
May 31, 24
5 Vanguard Institutional 500 Index Trust 2.48M (2.64%) 4.89K
Increased by +0.20%
Jun 30, 24
6 Vanguard Small Cap Index 2.40M (2.56%) -59.00K
Decreased by -2.45%
Jun 30, 24
7 iShares Semiconductor ETF 1.46M (1.55%) 14.29K
Increased by +0.98%
Jun 28, 24
8 Pacer US Cash Cows 100 ETF 1.42M (1.51%) 498.00
Increased by +0.04%
Jun 28, 24
9 SPDR® S&P 500 ETF Trust 1.18M (1.25%) -9.01K
Decreased by -0.77%
Mar 31, 24
10 Fidelity 500 Index 1.18M (1.25%) 5.96K
Increased by +0.51%
May 31, 24
11 SPDR® S&P 500® ETF Trust 1.16M (1.24%) 10.77K
Increased by +0.93%
Jun 30, 24
12 Fidelity® 500 Index 1.14M (1.21%) 7.26K
Increased by +0.64%
Nov 30, 23
13 Vanguard Mid Cap Index Institutional 1.09M (1.16%) -769.00
Decreased by -0.07%
Jan 31, 24
14 iShares Core S&P 500 ETF 1.03M (1.10%) 5.19K
Increased by +0.50%
Jun 28, 24
15 Invesco S&P 500® Equal Weight ETF 958.04K (1.02%) 3.71K
Increased by +0.39%
Jun 28, 24
16 Vulcan Value Partners Large Cap Value 924.59K (0.98%) 140.66K
Increased by +15.21%
Jun 30, 24
17 Vanguard Information Technology ETF 878.14K (0.93%) 12.72K
Increased by +1.45%
Jun 30, 24
18 Vanguard Value Index Inv 837.50K (0.89%) 393.00
Increased by +0.05%
Nov 30, 23
19 Vanguard Small Cap Value Index Inv 806.42K (0.86%) 806.42K
Increased by +100.00%
Jun 30, 24
20 JHancock Disciplined Value Mid Cap I 797.97K (0.85%) 13.51K
Increased by +1.69%
Feb 29, 24