Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKF 1000.00%
2 IWB 1000.00%
3 IWF 1000.00%
4 IWL 1000.00%
5 IWV 1000.00%
6 IWY 1000.00%
7 IXN 1000.00%
8 IYW 1000.00%
9 IYY 1000.00%
10 JKD 1000.00%
11 JKE 1000.00%
12 GLOF 1000.00%
13 IGM 1000.00%
14 ILCB 1000.00%
15 ILCV 1000.00%
16 IOO 1000.00%
17 IRBO 1000.00%
18 ITOT 1000.00%
19 IUSG 1000.00%
20 IVRS 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 1.30B (8.37%) -3.69M
Decreased by -0.28%
Sep 30, 23
2 BlackRock Inc 1.03B (6.64%) -8.23M
Decreased by -0.80%
Sep 30, 23
3 Berkshire Hathaway Inc 915.56M (5.89%) 0.00
Increased by 0.00%
Sep 30, 23
4 State Street Corporation 569.29M (3.66%) -9.61M
Decreased by -1.69%
Sep 30, 23
5 FMR Inc 298.32M (1.92%) -8.74M
Decreased by -2.93%
Sep 30, 23
6 Geode Capital Management, LLC 296.10M (1.91%) 4.56M
Increased by +1.54%
Sep 30, 23
7 T. Rowe Price Associates, Inc. 216.31M (1.39%) -10.34M
Decreased by -4.78%
Sep 30, 23
8 Morgan Stanley - Brokerage Accounts 206.73M (1.33%) 2.02M
Increased by +0.98%
Sep 30, 23
9 Northern Trust Corp 168.87M (1.09%) 4.34M
Increased by +2.57%
Sep 30, 23
10 JPMorgan Chase & Co 131.85M (0.85%) -18.36M
Decreased by -13.92%
Sep 30, 23
11 Bank of New York Mellon Corp 124.15M (0.80%) -2.61M
Decreased by -2.11%
Sep 30, 23
12 Bank of America Corp 114.93M (0.74%) 336.44K
Increased by +0.29%
Sep 30, 23
13 Legal & General Group PLC 111.89M (0.72%) -3.74M
Decreased by -3.34%
Sep 30, 23
14 Goldman Sachs Group Inc 91.55M (0.59%) 7.50M
Increased by +8.19%
Sep 30, 23
15 Charles Schwab Investment Management Inc 83.17M (0.54%) 326.18K
Increased by +0.39%
Sep 30, 23
16 Nuveen Asset Management, LLC 79.77M (0.51%) -1.99M
Decreased by -2.50%
Sep 30, 23
17 UBS Asset Mgmt Americas Inc 75.88M (0.49%) 5.52M
Increased by +7.28%
Sep 30, 23
18 H&H International Investment, LLC 61.02M (0.39%) 385.98K
Increased by +0.63%
Sep 30, 23
19 Wells Fargo & Co 59.41M (0.38%) -3.43M
Decreased by -5.78%
Sep 30, 23
20 Wellington Management Company LLP 58.55M (0.38%) -2.77M
Decreased by -4.73%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 465.53M (3.00%) 633.90K
Increased by +0.14%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 358.20M (2.31%) 3.31M
Increased by +0.92%
Nov 30, 23
3 SPDR® S&P 500 ETF Trust 180.20M (1.16%) -1.27M
Decreased by -0.70%
Dec 31, 23
4 Fidelity® 500 Index 171.25M (1.10%) 1.09M
Increased by +0.64%
Nov 30, 23
5 iShares Core S&P 500 ETF 145.61M (0.94%) 86.92K
Increased by +0.06%
Dec 29, 23
6 Vanguard Growth Index Investor 130.84M (0.84%) 715.29K
Increased by +0.55%
Nov 30, 23
7 Invesco QQQ Trust 110.13M (0.71%) 245.05K
Increased by +0.22%
Dec 29, 23
8 Vanguard Institutional Index I 97.94M (0.63%) -215.62K
Decreased by -0.22%
Nov 30, 23
9 Vanguard Information Technology ETF 77.07M (0.50%) 4.67M
Increased by +6.05%
Nov 30, 23
10 State St S&P 500® Indx SL Cl III 69.80M (0.45%) -380.10K
Decreased by -0.54%
Dec 31, 23
11 Technology Select Sector SPDR® ETF 66.43M (0.43%) 21.89K
Increased by +0.03%
Dec 31, 23
12 Blackrock Eq Idx Fund CF 52.26M (0.34%) 110.78K
Increased by +0.21%
Dec 31, 23
13 iShares Russell 1000 Growth ETF 50.78M (0.33%) -84.74K
Decreased by -0.17%
Dec 29, 23
14 Fidelity Growth Compy Commingled Pl O 33.68M (0.22%) 0.00
Increased by 0.00%
Nov 30, 23
15 NT S&P 500 Index Fund - NL 32.33M (0.21%) -196.01K
Decreased by -0.61%
Sep 30, 23
16 Fidelity® Growth Company 30.94M (0.20%) 0.00
Increased by 0.00%
Nov 30, 23
17 T. Rowe Price Blue Chip Growth 30.16M (0.19%) -2.04M
Decreased by -6.77%
Sep 30, 23
18 T. Rowe Price US Lrg-Cap Core Gr Eq Comp 30.16M (0.19%) -2.04M
Decreased by -6.77%
Sep 30, 23
19 Schwab® S&P 500 Index 29.35M (0.19%) 147.22K
Increased by +0.50%
Nov 30, 23
20 iShares Core S&P 500 ETF USD Acc 26.22M (0.17%) 0.00
Increased by 0.00%
Dec 29, 23