Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 39.66M (8.79%) -10.59K
Decreased by -0.03%
Sep 30, 23
2 BlackRock Inc 36.46M (8.08%) -155.01K
Decreased by -0.43%
Sep 30, 23
3 State Street Corporation 18.46M (4.09%) -404.67K
Decreased by -2.19%
Sep 30, 23
4 Morgan Stanley - Brokerage Accounts 10.37M (2.30%) 277.48K
Increased by +2.68%
Sep 30, 23
5 FMR Inc 9.99M (2.21%) -518.55K
Decreased by -5.19%
Sep 30, 23
6 Geode Capital Management, LLC 9.81M (2.17%) 46.79K
Increased by +0.48%
Sep 30, 23
7 JPMorgan Chase & Co 8.64M (1.91%) 770.80K
Increased by +8.92%
Sep 30, 23
8 Bank of New York Mellon Corp 6.58M (1.46%) -182.96K
Decreased by -2.78%
Sep 30, 23
9 PRIMECAP Management Company 6.05M (1.34%) -61.01K
Decreased by -1.01%
Sep 30, 23
10 T. Rowe Price Associates, Inc. 5.91M (1.31%) 1.56M
Increased by +26.39%
Sep 30, 23
11 Northern Trust Corp 5.36M (1.19%) 202.14K
Increased by +3.77%
Sep 30, 23
12 AllianceBernstein L.P. 4.68M (1.04%) -382.58K
Decreased by -8.18%
Sep 30, 23
13 Jennison Associates LLC 4.56M (1.01%) 498.96K
Increased by +10.94%
Sep 30, 23
14 Fisher Asset Management, LLC 4.54M (1.01%) -267.47K
Decreased by -5.89%
Sep 30, 23
15 UBS Asset Mgmt Americas Inc 4.44M (0.99%) 320.68K
Increased by +7.21%
Sep 30, 23
16 Amvescap Plc. 4.44M (0.98%) 889.61K
Increased by +20.04%
Sep 30, 23
17 Polen Capital 4.32M (0.96%) -307.49K
Decreased by -7.11%
Sep 30, 23
18 Capital Research Global Investors 3.98M (0.88%) 120.02K
Increased by +3.02%
Sep 30, 23
19 Amundi 3.94M (0.87%) -265.11K
Decreased by -6.72%
Sep 30, 23
20 Bank of America Corp 3.85M (0.85%) 184.56K
Increased by +4.79%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 14.29M (3.17%) 19.81K
Increased by +0.14%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 11.11M (2.46%) 102.55K
Increased by +0.92%
Nov 30, 23
3 Invesco QQQ Trust 8.33M (1.85%) 18.52K
Increased by +0.22%
Dec 29, 23
4 SPDR® S&P 500 ETF Trust 5.61M (1.24%) -39.42K
Decreased by -0.70%
Dec 31, 23
5 Fidelity® 500 Index 5.31M (1.18%) 33.80K
Increased by +0.64%
Nov 30, 23
6 iShares Core S&P 500 ETF 4.54M (1.01%) 2.71K
Increased by +0.06%
Dec 29, 23
7 Vanguard PRIMECAP Inv 4.36M (0.97%) -3.00K
Decreased by -0.07%
Sep 30, 23
8 Vanguard Growth Index Investor 4.02M (0.89%) 21.95K
Increased by +0.55%
Nov 30, 23
9 Vanguard Institutional Index I 3.04M (0.67%) -6.74K
Decreased by -0.22%
Nov 30, 23
10 Technology Select Sector SPDR® ETF 2.89M (0.64%) 954.00
Increased by +0.03%
Dec 31, 23
11 Vanguard Information Technology ETF 2.45M (0.54%) -27.07K
Decreased by -1.11%
Nov 30, 23
12 State St S&P 500® Indx SL Cl III 2.17M (0.48%) -3.10K
Decreased by -0.14%
Dec 31, 23
13 JPMorgan Large Cap Growth I 2.16M (0.48%) 234.26K
Increased by +10.84%
Nov 30, 23
14 JPM US Large Cap Growth-MA 1.93M (0.43%) 1.78M
Increased by +92.36%
Sep 30, 23
15 Edgewood Growth Instl 1.80M (0.40%) -73.52K
Decreased by -4.09%
Sep 30, 23
16 Blackrock Eq Idx Fund CF 1.63M (0.36%) 10.14K
Increased by +0.62%
Dec 31, 23
17 iShares Russell 1000 Growth ETF 1.58M (0.35%) -2.64K
Decreased by -0.17%
Dec 29, 23
18 Fidelity Select Software & IT Svcs Port 1.45M (0.32%) 0.00
Increased by 0.00%
Nov 30, 23
19 Select Software & IT Svcs Port 1.45M (0.32%) 0.00
Increased by 0.00%
Oct 31, 23
20 American Funds Invmt Co of Amer A 1.28M (0.28%) -224.48K
Decreased by -17.51%
Sep 30, 23