Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IUSV 1000.00%
2 JKF 1000.00%
3 JKD 1000.00%
4 IYY 1000.00%
5 IYH 1000.00%
6 ILCV 1000.00%
7 IVE 1000.00%
8 ITOT 1000.00%
9 IXJ 1000.00%
10 GLOF 1000.00%
11 IWX 1000.00%
12 IWV 1000.00%
13 IHI 1000.00%
14 IOO 1000.00%
15 IWL 1000.00%
16 IWD 1000.00%
17 IWB 1000.00%
18 IVV 1000.00%
19 ILCB 1000.00%
20 PJP 5.87%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 155.77M (9.02%) 28.07K
Increased by +0.02%
Sep 30, 23
2 BlackRock Inc 136.39M (7.90%) -761.94K
Decreased by -0.56%
Sep 30, 23
3 Capital Research Global Investors 79.06M (4.58%) 1.84M
Increased by +2.32%
Sep 30, 23
4 State Street Corporation 73.23M (4.24%) -1.58M
Decreased by -2.16%
Sep 30, 23
5 Capital Research & Mgmt Co - Division 3 62.84M (3.64%) 3.66M
Increased by +5.82%
Sep 30, 23
6 Morgan Stanley - Brokerage Accounts 35.64M (2.06%) -742.79K
Decreased by -2.08%
Sep 30, 23
7 Geode Capital Management, LLC 32.42M (1.88%) 544.46K
Increased by +1.68%
Sep 30, 23
8 Wellington Management Company LLP 31.21M (1.81%) 1.30M
Increased by +4.16%
Sep 30, 23
9 Northern Trust Corp 23.02M (1.33%) 343.56K
Increased by +1.49%
Sep 30, 23
10 JPMorgan Chase & Co 16.74M (0.97%) 1.76M
Increased by +10.52%
Sep 30, 23
11 Wells Fargo & Co 16.59M (0.96%) -495.91K
Decreased by -2.99%
Sep 30, 23
12 Bank of America Corp 16.28M (0.94%) -1.03M
Decreased by -6.32%
Sep 30, 23
13 Bank of New York Mellon Corp 14.60M (0.85%) -569.24K
Decreased by -3.90%
Sep 30, 23
14 Massachusetts Financial Services Company 13.60M (0.79%) -4.55M
Decreased by -33.48%
Sep 30, 23
15 State Farm Mutual Automobile Ins Co 13.59M (0.79%) 0.00
Increased by 0.00%
Sep 30, 23
16 Polen Capital 13.48M (0.78%) -381.12K
Decreased by -2.83%
Sep 30, 23
17 Legal & General Group PLC 12.43M (0.72%) -407.29K
Decreased by -3.28%
Sep 30, 23
18 Charles Schwab Investment Management Inc 12.15M (0.70%) 32.16K
Increased by +0.26%
Sep 30, 23
19 Nuveen Asset Management, LLC 12.08M (0.70%) -504.22K
Decreased by -4.17%
Sep 30, 23
20 AllianceBernstein L.P. 10.88M (0.63%) 720.01K
Increased by +6.62%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 54.41M (3.15%) 77.71K
Increased by +0.14%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 42.30M (2.45%) 392.49K
Increased by +0.93%
Nov 30, 23
3 American Funds Invmt Co of Amer A 22.63M (1.31%) -41.21K
Decreased by -0.18%
Sep 30, 23
4 Capital Group Investment Co of Amer Comp 22.63M (1.31%) -41.21K
Decreased by -0.18%
Sep 30, 23
5 SPDR® S&P 500 ETF Trust 21.54M (1.25%) 170.81K
Increased by +0.79%
Dec 29, 23
6 American Funds American Mutual A 20.77M (1.20%) 969.45K
Increased by +4.67%
Sep 30, 23
7 Capital Group American Mutual Comp 20.77M (1.20%) 969.45K
Increased by +4.67%
Sep 30, 23
8 Fidelity® 500 Index 20.22M (1.17%) 128.69K
Increased by +0.64%
Nov 30, 23
9 iShares Core S&P 500 ETF 17.28M (1.00%) 10.32K
Increased by +0.06%
Dec 29, 23
10 American Funds Capital World Gr&Inc A 15.20M (0.88%) 575.59K
Increased by +3.79%
Sep 30, 23
11 Capital Group World Growth & Inc Cmp 15.20M (0.88%) 575.59K
Increased by +3.79%
Sep 30, 23
12 Vanguard Value Index Inv 14.88M (0.86%) 42.32K
Increased by +0.28%
Nov 30, 23
13 Capital Group AMCAP Composite 12.98M (0.75%) -11.94K
Decreased by -0.09%
Sep 30, 23
14 VA CollegeAmerica Amcap 529A 12.98M (0.75%) -11.94K
Decreased by -0.09%
Sep 30, 23
15 Health Care Select Sector SPDR® ETF 12.91M (0.75%) -39.80K
Decreased by -0.31%
Dec 29, 23
16 American Funds Growth Fund of Amer A 12.70M (0.74%) 282.70K
Increased by +2.23%
Sep 30, 23
17 Capital Group Growth Fnd of Amer Comp 12.70M (0.74%) 282.70K
Increased by +2.23%
Sep 30, 23
18 Vanguard Health Care Inv 11.67M (0.68%) 0.00
Increased by 0.00%
Sep 30, 23
19 American Funds Capital Income Bldr A 11.67M (0.68%) 138.94K
Increased by +1.19%
Sep 30, 23
20 Vanguard Institutional Index I 11.56M (0.67%) -26.24K
Decreased by -0.23%
Nov 30, 23