Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITOT 1000.00%
2 ISCV 1000.00%
3 IWV 1000.00%
4 IWS 1000.00%
5 IWR 1000.00%
6 IWP 1000.00%
7 IWF 1000.00%
8 IWD 1000.00%
9 IWB 1000.00%
10 IVV 1000.00%
11 IVE 1000.00%
12 IUSV 1000.00%
13 EXI 1000.00%
14 ISCB 1000.00%
15 JKJ 1000.00%
16 IYY 1000.00%
17 IYC 1000.00%
18 JETS 9.65%
19 GMET 7.34%
20 DMAT 3.72%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 78.89M (12.26%) 667.66K
Increased by +0.85%
Sep 30, 23
2 PRIMECAP Management Company 37.17M (5.78%) -146.66K
Decreased by -0.39%
Sep 30, 23
3 BlackRock Inc 37.02M (5.75%) 586.66K
Increased by +1.58%
Sep 30, 23
4 Renaissance Technologies Corp 22.43M (3.49%) 5.33M
Increased by +23.74%
Sep 30, 23
5 State Street Corporation 20.35M (3.16%) -341.25K
Decreased by -1.68%
Sep 30, 23
6 Geode Capital Management, LLC 14.96M (2.32%) 307.16K
Increased by +2.05%
Sep 30, 23
7 Amvescap Plc. 12.12M (1.88%) 2.67M
Increased by +22.05%
Sep 30, 23
8 Two Sigma Investments LLC 10.84M (1.69%) -365.20K
Decreased by -3.37%
Sep 30, 23
9 US Global Investors Inc 10.67M (1.66%) -855.26K
Decreased by -8.01%
Sep 30, 23
10 Morgan Stanley - Brokerage Accounts 10.59M (1.65%) 3.05M
Increased by +28.85%
Sep 30, 23
11 Two Sigma Advisers, LLC 9.07M (1.41%) -2.62M
Decreased by -28.87%
Sep 30, 23
12 D. E. Shaw & Co LP 7.86M (1.22%) -4.38M
Decreased by -55.66%
Sep 30, 23
13 Charles Schwab Investment Management Inc 5.93M (0.92%) -212.24K
Decreased by -3.58%
Sep 30, 23
14 Northern Trust Corp 4.75M (0.74%) 98.13K
Increased by +2.07%
Sep 30, 23
15 Jupiter Asset Management Limited 4.64M (0.72%) 4.64M
Increased by +100.00%
Sep 30, 23
16 Bank of America Corp 3.70M (0.58%) 3.06M
Increased by +82.62%
Sep 30, 23
17 Bank of New York Mellon Corp 3.68M (0.57%) -73.98K
Decreased by -2.01%
Sep 30, 23
18 Squarepoint Ops LLC 3.66M (0.57%) 2.50M
Increased by +68.15%
Sep 30, 23
19 Barclays PLC 3.33M (0.52%) 2.19M
Increased by +65.71%
Sep 30, 23
20 Millennium Management LLC 3.08M (0.48%) 90.83K
Increased by +2.95%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 20.37M (3.16%) 18.19K
Increased by +0.09%
Nov 30, 23
2 Vanguard PRIMECAP Inv 19.04M (2.96%) 0.00
Increased by 0.00%
Sep 30, 23
3 Vanguard Small Cap Index 16.93M (2.63%) 75.12K
Increased by +0.44%
Nov 30, 23
4 Vanguard Institutional 500 Index Trust 15.94M (2.48%) 165.48K
Increased by +1.04%
Nov 30, 23
5 US Global Jets ETF 12.36M (1.92%) 0.00
Increased by 0.00%
Nov 30, 23
6 Vanguard Small Cap Value Index Inv 11.76M (1.83%) 35.07K
Increased by +0.30%
Nov 30, 23
7 Fidelity® 500 Index 7.57M (1.18%) 60.26K
Increased by +0.80%
Oct 31, 23
8 SPDR® S&P 500 ETF Trust 7.40M (1.15%) 23.67K
Increased by +0.32%
Nov 30, 23
9 iShares Core S&P 500 ETF 6.43M (1.00%) 6.22K
Increased by +0.10%
Nov 30, 23
10 Invesco S&P 500® Equal Weight ETF 6.05M (0.94%) 32.70K
Increased by +0.54%
Nov 30, 23
11 Vanguard Capital Opportunity Inv 4.80M (0.75%) 0.00
Increased by 0.00%
Sep 30, 23
12 Vanguard Institutional Index I 4.36M (0.68%) 9.95K
Increased by +0.23%
Nov 30, 23
13 PRIMECAP Odyssey Aggressive Growth 4.13M (0.64%) -68.30K
Decreased by -1.65%
Sep 30, 23
14 State St S&P 500® Indx SL Cl III 3.12M (0.49%) 11.70K
Increased by +0.37%
Nov 30, 23
15 Industrial Select Sector SPDR® ETF 2.98M (0.46%) -22.02K
Decreased by -0.74%
Nov 30, 23
16 Vanguard Strategic Equity Inv 2.70M (0.42%) 0.00
Increased by 0.00%
Sep 30, 23
17 Blackrock Eq Idx Fund CF 2.32M (0.36%) -36.84K
Decreased by -1.59%
Sep 30, 23
18 PRIMECAP Odyssey Stock 2.28M (0.35%) -9.50K
Decreased by -0.42%
Sep 30, 23
19 PRIMECAP Odyssey Growth 2.27M (0.35%) -38.80K
Decreased by -1.71%
Sep 30, 23
20 Vanguard PRIMECAP Core Inv 2.12M (0.33%) -3.50K
Decreased by -0.16%
Sep 30, 23