Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IMCB 1000.00%
2 IYY 1000.00%
3 IYC 1000.00%
4 IWV 1000.00%
5 IWS 1000.00%
6 IWR 1000.00%
7 IWP 1000.00%
8 TOK 1000.00%
9 IWF 1000.00%
10 IWD 1000.00%
11 IWB 1000.00%
12 IVW 1000.00%
13 GLOF 1000.00%
14 IVV 1000.00%
15 IVE 1000.00%
16 IUSV 1000.00%
17 IUSG 1000.00%
18 SUSL 1000.00%
19 ITOT 1000.00%
20 SIZE 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.57M (12.02%) 21.27K
Increased by +0.38%
Jun 30, 24
2 BlackRock Inc 4.45M (9.61%) -432.41K
Decreased by -9.72%
Jun 30, 24
3 State Street Corp 2.35M (5.07%) 136.09K
Increased by +5.80%
Jun 30, 24
4 State Street Corporation 2.21M (4.78%) 186.83K
Increased by +8.45%
Mar 31, 24
5 T. Rowe Price Investment Management,Inc. 1.41M (3.05%) 382.84K
Increased by +27.15%
Jun 30, 24
6 Morgan Stanley - Brokerage Accounts 1.32M (2.85%) -90.57K
Decreased by -6.87%
Mar 31, 24
7 Geode Capital Management, LLC 1.18M (2.55%) 14.71K
Increased by +1.25%
Jun 30, 24
8 Jennison Associates LLC 1.13M (2.44%) -274.31K
Decreased by -24.27%
Sep 30, 23
9 T. Rowe Price Associates, Inc. 777.08K (1.68%) -98.97K
Decreased by -12.74%
Jun 30, 24
10 Amvescap Plc. 756.05K (1.63%) 293.43K
Increased by +38.81%
Jun 30, 24
11 Berkshire Hathaway Inc 690.11K (1.49%) 690.11K
Increased by +100.00%
Jun 30, 24
12 Goldman Sachs Group Inc 678.40K (1.47%) 26.57K
Increased by +3.92%
Jun 30, 24
13 ING Investment Management LLC 659.48K (1.42%) 28.00K
Increased by +4.25%
Mar 31, 24
14 TD Asset Management Inc 620.79K (1.34%) 76.72K
Increased by +12.36%
Jun 30, 24
15 Alyeska Investment Group, L.P. 619.50K (1.34%) 154.73K
Increased by +24.98%
Jun 30, 24
16 Amundi 582.46K (1.26%) -126.70K
Decreased by -21.75%
Mar 31, 24
17 Champlain Investment Partners, LLC 578.86K (1.25%) 276.75K
Increased by +47.81%
Jun 30, 24
18 NORGES BANK 557.08K (1.20%) 19.94K
Increased by +3.58%
Jun 30, 24
19 Arrowstreet Capital Limited Partnership 550.20K (1.19%) -197.06K
Decreased by -35.82%
Dec 31, 23
20 Boston Partners Global Investors, Inc 517.68K (1.12%) 41.65K
Increased by +8.05%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.51M (3.25%) -3.16K
Decreased by -0.21%
Jul 31, 24
2 Vanguard Institutional 500 Index Trust 1.24M (2.69%) 12.65K
Increased by +1.02%
Jul 31, 24
3 Vanguard Mid Cap Index Institutional 1.02M (2.21%) -898.00
Decreased by -0.09%
Jul 31, 24
4 T. Rowe Price Mid-Cap Growth 639.10K (1.38%) 139.80K
Increased by +21.87%
Jun 30, 24
5 T. Rowe Price US Mid-Cap Growth Equity 639.10K (1.38%) 139.80K
Increased by +21.87%
Jun 30, 24
6 Champlain Mid Cap Fund, LLC 612.08K (1.32%) 44.60K
Increased by +7.29%
Jul 31, 24
7 Fidelity 500 Index 585.98K (1.27%) 29.00
Increased by +0.00%
Jul 31, 24
8 SPDR® S&P 500® ETF Trust 582.99K (1.26%) -1.20K
Decreased by -0.21%
Aug 30, 24
9 SPDR® S&P 500 ETF Trust 582.00K (1.26%) 1.30K
Increased by +0.22%
Apr 30, 24
10 Fidelity® 500 Index 580.33K (1.25%) 3.69K
Increased by +0.64%
Nov 30, 23
11 Vanguard Growth Index Investor 545.83K (1.18%) 1.88K
Increased by +0.34%
Jul 31, 24
12 iShares Core S&P 500 ETF 525.82K (1.14%) 29.00
Increased by +0.01%
Aug 30, 24
13 iShares MSCI USA Quality Factor ETF 425.33K (0.92%) 1.00K
Increased by +0.24%
Aug 30, 24
14 Allianz Income and Growth IT H2 EUR 386.79K (0.84%) -463.00
Decreased by -0.12%
Mar 31, 24
15 MFS Mid Cap Growth A 385.22K (0.83%) 40.27K
Increased by +10.45%
Mar 31, 24
16 MFS Mid Cap Growth Equity 385.22K (0.83%) 106.71K
Increased by +27.70%
Mar 31, 24
17 Eaton Vance Atlanta Capital SMID-Cap I 344.01K (0.74%) 75.78K
Increased by +22.03%
Jun 30, 24
18 Vanguard Mid-Cap Growth ETF 342.50K (0.74%) -603.00
Decreased by -0.18%
Jul 31, 24
19 Vanguard Institutional Index I 309.79K (0.67%) -1.07K
Decreased by -0.35%
Jul 31, 24
20 T. Rowe Price Mid-Cap Value 307.10K (0.66%) 307.10K
Increased by +100.00%
Jun 30, 24