Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWB 1000.00%
2 ILCB 1000.00%
3 ILCV 1000.00%
4 IMCB 1000.00%
5 IMCV 1000.00%
6 ITOT 1000.00%
7 IUSV 1000.00%
8 IVE 1000.00%
9 IVV 1000.00%
10 KXI 1000.00%
11 JKI 1000.00%
12 JKG 1000.00%
13 JKF 1000.00%
14 JKD 1000.00%
15 IYY 1000.00%
16 IYK 1000.00%
17 IWV 1000.00%
18 IWS 1000.00%
19 IWR 1000.00%
20 IWD 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 60.85M (11.49%) -1.40M
Decreased by -2.31%
Sep 30, 23
2 State Farm Mutual Automobile Ins Co 46.80M (8.83%) 0.00
Increased by 0.00%
Sep 30, 23
3 BlackRock Inc 43.43M (8.20%) -216.31K
Decreased by -0.50%
Sep 30, 23
4 State Street Corporation 31.65M (5.97%) 284.52K
Increased by +0.90%
Sep 30, 23
5 Capital World Investors 14.94M (2.82%) -2.28M
Decreased by -15.29%
Sep 30, 23
6 Wellington Management Company LLP 13.79M (2.60%) -539.50K
Decreased by -3.91%
Sep 30, 23
7 Northern Trust Corp 13.30M (2.51%) 252.49K
Increased by +1.90%
Sep 30, 23
8 Geode Capital Management, LLC 9.98M (1.88%) 24.05K
Increased by +0.24%
Sep 30, 23
9 Morgan Stanley - Brokerage Accounts 8.64M (1.63%) 2.55M
Increased by +29.48%
Sep 30, 23
10 Capital Research & Mgmt Co - Division 3 7.37M (1.39%) -9.73M
Decreased by -131.99%
Sep 30, 23
11 First Trust Advisors L.P. 6.27M (1.18%) -796.60K
Decreased by -12.70%
Sep 30, 23
12 Macquarie Group Ltd 5.35M (1.01%) -388.29K
Decreased by -7.25%
Sep 30, 23
13 Massachusetts Financial Services Company 4.74M (0.89%) -83.14K
Decreased by -1.76%
Sep 30, 23
14 Legal & General Group PLC 3.94M (0.74%) -182.53K
Decreased by -4.63%
Sep 30, 23
15 Bank of New York Mellon Corp 3.89M (0.73%) -390.20K
Decreased by -10.03%
Sep 30, 23
16 Amvescap Plc. 3.86M (0.73%) -134.55K
Decreased by -3.49%
Sep 30, 23
17 Dimensional Fund Advisors, Inc. 3.80M (0.72%) -68.35K
Decreased by -1.80%
Sep 30, 23
18 Pacer Advisors, INC. 3.77M (0.71%) 3.72M
Increased by +98.69%
Sep 30, 23
19 Ameriprise Financial Inc 3.70M (0.70%) 195.25K
Increased by +5.28%
Sep 30, 23
20 Moneta Group Investment Advisors Inc 3.26M (0.61%) -1.25M
Decreased by -38.39%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 16.82M (3.17%) 41.25K
Increased by +0.25%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 13.06M (2.47%) 115.84K
Increased by +0.89%
Nov 30, 23
3 American Funds Washington Mutual A 10.98M (2.07%) -6.74M
Decreased by -61.37%
Sep 30, 23
4 Capital Group Wash Mutual Invtrs Comp 10.98M (2.07%) -6.74M
Decreased by -61.37%
Sep 30, 23
5 Vanguard Equity-Income Inv 7.82M (1.48%) -535.02K
Decreased by -6.84%
Sep 30, 23
6 SPDR® S&P 500 ETF Trust 6.57M (1.24%) -46.14K
Decreased by -0.70%
Dec 31, 23
7 Fidelity® 500 Index 6.25M (1.18%) 39.76K
Increased by +0.64%
Nov 30, 23
8 Vanguard Mid Cap Index Institutional 6.09M (1.15%) 8.71K
Increased by +0.14%
Nov 30, 23
9 iShares Core S&P 500 ETF 5.31M (1.00%) 3.17K
Increased by +0.06%
Dec 29, 23
10 American Funds American Balanced A 4.83M (0.91%) -3.67M
Decreased by -75.81%
Sep 30, 23
11 Vanguard Value Index Inv 4.60M (0.87%) 15.81K
Increased by +0.34%
Nov 30, 23
12 Pacer US Cash Cows 100 ETF 4.12M (0.78%) 8.54K
Increased by +0.21%
Nov 30, 23
13 FlexShares Mstar Glbl Upstrm Nat Res ETF 3.92M (0.74%) 0.00
Increased by 0.00%
Dec 29, 23
14 Consumer Staples Select Sector SPDR® ETF 3.76M (0.71%) -11.35K
Decreased by -0.30%
Dec 31, 23
15 Vanguard Wellesley® Income Inv 3.63M (0.69%) -239.24K
Decreased by -6.59%
Sep 30, 23
16 Vanguard Institutional Index I 3.57M (0.67%) -7.97K
Decreased by -0.22%
Nov 30, 23
17 Vanguard Dividend Appreciation ETF 3.10M (0.59%) 21.65K
Increased by +0.70%
Nov 30, 23
18 SPDR® S&P Dividend ETF 3.02M (0.57%) 0.00
Increased by 0.00%
Dec 31, 23
19 State Farm Growth 2.73M (0.52%) 0.00
Increased by 0.00%
Sep 30, 23
20 State St S&P 500® Indx SL Cl III 2.55M (0.48%) -14.10K
Decreased by -0.55%
Dec 31, 23