Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWF 1000.00%
2 HDV 1000.00%
3 GLOF 1000.00%
4 ILCB 1000.00%
5 ILCV 1000.00%
6 ITOT 1000.00%
7 IUSG 1000.00%
8 IUSV 1000.00%
9 IVE 1000.00%
10 JKF 1000.00%
11 IVV 1000.00%
12 JKD 1000.00%
13 IVW 1000.00%
14 IYY 1000.00%
15 IYH 1000.00%
16 IWB 1000.00%
17 IXJ 1000.00%
18 IWY 1000.00%
19 IWX 1000.00%
20 IWD 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 160.75M (9.12%) 1.45M
Increased by +0.90%
Sep 30, 23
2 BlackRock Inc 138.02M (7.83%) -1.14M
Decreased by -0.83%
Sep 30, 23
3 State Street Corporation 77.96M (4.42%) -219.64K
Decreased by -0.28%
Sep 30, 23
4 JPMorgan Chase & Co 55.23M (3.13%) -1.54M
Decreased by -2.79%
Sep 30, 23
5 Capital Research & Mgmt Co - Division 3 42.45M (2.41%) -707.02K
Decreased by -1.67%
Sep 30, 23
6 Geode Capital Management, LLC 36.21M (2.05%) 1.25M
Increased by +3.46%
Sep 30, 23
7 Morgan Stanley - Brokerage Accounts 32.18M (1.83%) 914.49K
Increased by +2.84%
Sep 30, 23
8 Capital Research Global Investors 31.98M (1.81%) -569.38K
Decreased by -1.78%
Sep 30, 23
9 Charles Schwab Investment Management Inc 22.75M (1.29%) -47.49K
Decreased by -0.21%
Sep 30, 23
10 Northern Trust Corp 21.94M (1.24%) 491.39K
Increased by +2.24%
Sep 30, 23
11 Bank of New York Mellon Corp 20.36M (1.15%) 352.82K
Increased by +1.73%
Sep 30, 23
12 Bank of America Corp 19.20M (1.09%) 939.38K
Increased by +4.89%
Sep 30, 23
13 Ameriprise Financial Inc 14.07M (0.80%) 199.83K
Increased by +1.42%
Sep 30, 23
14 T. Rowe Price Associates, Inc. 12.81M (0.73%) -350.15K
Decreased by -2.73%
Sep 30, 23
15 Legal & General Group PLC 12.09M (0.69%) -533.05K
Decreased by -4.41%
Sep 30, 23
16 FMR Inc 11.27M (0.64%) 371.84K
Increased by +3.30%
Sep 30, 23
17 Goldman Sachs Group Inc 10.73M (0.61%) 1.41M
Increased by +13.17%
Sep 30, 23
18 UBS Group AG 10.56M (0.60%) -551.08K
Decreased by -5.22%
Sep 30, 23
19 Nuveen Asset Management, LLC 10.45M (0.59%) -495.01K
Decreased by -4.74%
Sep 30, 23
20 HHG PLC 9.54M (0.54%) -1.18M
Decreased by -12.39%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 55.33M (3.14%) 75.99K
Increased by +0.14%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 43.02M (2.44%) 396.88K
Increased by +0.92%
Nov 30, 23
3 SPDR® S&P 500 ETF Trust 21.76M (1.23%) -152.86K
Decreased by -0.70%
Dec 31, 23
4 Fidelity® 500 Index 20.57M (1.17%) 130.89K
Increased by +0.64%
Nov 30, 23
5 American Funds American Mutual A 17.76M (1.01%) 63.03K
Increased by +0.35%
Sep 30, 23
6 Capital Group American Mutual Comp 17.76M (1.01%) 63.03K
Increased by +0.35%
Sep 30, 23
7 iShares Core S&P 500 ETF 17.59M (1.00%) 10.50K
Increased by +0.06%
Dec 29, 23
8 Vanguard Value Index Inv 15.13M (0.86%) 42.18K
Increased by +0.28%
Nov 30, 23
9 Schwab US Dividend Equity ETF™ 14.07M (0.80%) 2.06K
Increased by +0.01%
Dec 30, 23
10 American Funds Capital Income Bldr A 13.83M (0.78%) -303.41K
Decreased by -2.19%
Sep 30, 23
11 American Funds Washington Mutual A 13.78M (0.78%) 258.86K
Increased by +1.88%
Sep 30, 23
12 Capital Group Wash Mutual Invtrs Comp 13.78M (0.78%) 258.86K
Increased by +1.88%
Sep 30, 23
13 Health Care Select Sector SPDR® ETF 13.13M (0.74%) -9.53K
Decreased by -0.07%
Dec 31, 23
14 Vanguard Institutional Index I 11.76M (0.67%) -26.11K
Decreased by -0.22%
Nov 30, 23
15 State St S&P 500® Indx SL Cl III 8.43M (0.48%) -6.00K
Decreased by -0.07%
Dec 31, 23
16 Vanguard High Dividend Yield ETF 7.94M (0.45%) -16.30K
Decreased by -0.21%
Nov 30, 23
17 American Funds American Balanced A 7.57M (0.43%) 0.00
Increased by 0.00%
Sep 30, 23
18 Blackrock Eq Idx Fund CF 6.31M (0.36%) 47.94K
Increased by +0.76%
Dec 31, 23
19 American Funds Invmt Co of Amer A 6.19M (0.35%) -452.91K
Decreased by -7.32%
Sep 30, 23
20 Capital Group Investment Co of Amer Comp 6.19M (0.35%) -452.91K
Decreased by -7.32%
Sep 30, 23