Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IGM 1000.00%
2 ACWI 1000.00%
3 IMCB 1000.00%
4 SUSL 1000.00%
5 SUSA 1000.00%
6 ILCV 1000.00%
7 ILCG 1000.00%
8 ILCB 1000.00%
9 PABU 1000.00%
10 KLD 1000.00%
11 JKI 1000.00%
12 JKH 1000.00%
13 JKG 1000.00%
14 JKF 1000.00%
15 JKE 1000.00%
16 JKD 1000.00%
17 IYY 1000.00%
18 IXN 1000.00%
19 IWV 1000.00%
20 CRBN 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 28.96M (11.89%) -295.08K
Decreased by -1.02%
Jun 30, 24
2 BlackRock Inc 19.15M (7.87%) 177.03K
Increased by +0.92%
Jun 30, 24
3 Capital Research & Mgmt Co - Division 3 12.72M (5.23%) -120.34K
Decreased by -0.95%
Mar 31, 24
4 Generation Investment Management LLP 11.09M (4.55%) -345.98K
Decreased by -3.12%
Jun 30, 24
5 State Street Corporation 10.78M (4.43%) -58.14K
Decreased by -0.54%
Mar 31, 24
6 State Street Corp 10.47M (4.30%) -313.48K
Decreased by -2.99%
Jun 30, 24
7 Impax Asset Management Group PLC 9.68M (3.98%) -926.27K
Decreased by -9.56%
Sep 30, 23
8 Select Equity Group LP 8.71M (3.58%) -126.79K
Decreased by -1.46%
Jun 30, 24
9 Morgan Stanley - Brokerage Accounts 8.48M (3.48%) 139.98K
Increased by +1.65%
Mar 31, 24
10 Geode Capital Management, LLC 5.86M (2.41%) 15.13K
Increased by +0.26%
Jun 30, 24
11 UBS Asset Mgmt Americas Inc 5.55M (2.28%) 1.60M
Increased by +28.74%
Jun 30, 24
12 Sumitomo Mitsui Trust Holdings Inc 5.12M (2.10%) -198.58K
Decreased by -3.88%
Jun 30, 24
13 PRIMECAP Management Company 4.68M (1.92%) -233.41K
Decreased by -4.98%
Jun 30, 24
14 King Luther Capital Management Corp 4.38M (1.80%) -46.27K
Decreased by -1.06%
Jun 30, 24
15 T. Rowe Price Associates, Inc. 4.35M (1.79%) -5.65M
Decreased by -129.98%
Sep 30, 23
16 Jana Partners Management LP 4.18M (1.72%) 416.47K
Increased by +9.97%
Jun 30, 24
17 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 4.00M (1.64%) -24.61K
Decreased by -0.62%
Jun 30, 24
18 Contour Asset Management LLC 4.00M (1.64%) 408.36K
Increased by +10.22%
Jun 30, 24
19 Amvescap Plc. 3.86M (1.59%) 342.64K
Increased by +8.87%
Jun 30, 24
20 Victory Capital Management Inc. 3.85M (1.58%) 3.59M
Increased by +93.28%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.72M (3.17%) -16.17K
Decreased by -0.21%
Jul 31, 24
2 Vanguard Institutional 500 Index Trust 6.33M (2.60%) 58.50K
Increased by +0.92%
Jul 31, 24
3 Eaton Vance Atlanta Capital SMID-Cap I 5.42M (2.23%) 34.22K
Increased by +0.63%
Jun 30, 24
4 Vanguard Mid Cap Index Institutional 5.23M (2.15%) -4.58K
Decreased by -0.09%
Jul 31, 24
5 American Funds New Perspective A 3.78M (1.55%) -236.44K
Decreased by -6.26%
Mar 31, 24
6 Capital Group New Perspective Comp 3.78M (1.55%) -236.44K
Decreased by -6.26%
Mar 31, 24
7 Vanguard Capital Opportunity Inv 3.19M (1.31%) -7.70K
Decreased by -0.24%
Jun 30, 24
8 Impax Water Strategy Composite 3.05M (1.25%) -335.53K
Decreased by -10.99%
Nov 30, 23
9 Fidelity 500 Index 2.99M (1.23%) 133.00
Increased by +0.00%
Jul 31, 24
10 SPDR® S&P 500® ETF Trust 2.96M (1.22%) -6.24K
Decreased by -0.21%
Aug 30, 24
11 SPDR® S&P 500 ETF Trust 2.94M (1.21%) 6.66K
Increased by +0.23%
Apr 30, 24
12 Fidelity® 500 Index 2.89M (1.19%) 18.41K
Increased by +0.64%
Nov 30, 23
13 Fidelity Global Technology A-Dis-EUR 2.79M (1.15%) -659.00
Decreased by -0.02%
Jun 30, 24
14 American Funds Growth Fund of Amer A 2.73M (1.12%) 0.00
Increased by 0.00%
Mar 31, 24
15 Capital Group Growth Fnd of Amer Comp 2.73M (1.12%) 0.00
Increased by 0.00%
Mar 31, 24
16 iShares Core S&P 500 ETF 2.68M (1.10%) 146.00
Increased by +0.01%
Aug 30, 24
17 Victory Sycamore Established Value R 2.49M (1.02%) 2.49M
Increased by +100.00%
Jun 30, 24
18 Lazard Global Robotics & Automation 2.40M (0.98%) 30.18K
Increased by +1.26%
Jun 30, 24
19 Invesco S&P 500® Equal Weight ETF 2.10M (0.86%) 10.02K
Increased by +0.48%
Aug 30, 24
20 Nordea 1 - Global Climate & Envir BI EUR 2.01M (0.83%) -23.23K
Decreased by -1.15%
Dec 31, 23