Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 39.18M (9.54%) 12.14K
Increased by +0.03%
Sep 30, 23
2 BlackRock Inc 33.43M (8.14%) -446.00K
Decreased by -1.33%
Sep 30, 23
3 State Street Corporation 17.99M (4.38%) 9.59K
Increased by +0.05%
Sep 30, 23
4 Morgan Stanley - Brokerage Accounts 10.80M (2.63%) 7.85K
Increased by +0.07%
Sep 30, 23
5 Geode Capital Management, LLC 9.53M (2.32%) 212.75K
Increased by +2.23%
Sep 30, 23
6 Bank of New York Mellon Corp 9.02M (2.20%) -180.13K
Decreased by -2.00%
Sep 30, 23
7 Charles Schwab Investment Management Inc 8.67M (2.11%) 198.01K
Increased by +2.28%
Sep 30, 23
8 AllianceBernstein L.P. 8.58M (2.09%) -55.32K
Decreased by -0.64%
Sep 30, 23
9 Wells Fargo & Co 8.08M (1.97%) -108.93K
Decreased by -1.35%
Sep 30, 23
10 Bank of America Corp 5.94M (1.45%) -159.63K
Decreased by -2.69%
Sep 30, 23
11 Northern Trust Corp 5.90M (1.44%) 288.23K
Increased by +4.88%
Sep 30, 23
12 Fundsmith LLP 5.52M (1.34%) -5.86K
Decreased by -0.11%
Sep 30, 23
13 Wellington Management Company LLP 5.24M (1.28%) 77.19K
Increased by +1.47%
Sep 30, 23
14 State Farm Mutual Automobile Ins Co 3.93M (0.96%) 0.00
Increased by 0.00%
Sep 30, 23
15 Ameriprise Financial Inc 3.58M (0.87%) 553.95K
Increased by +15.49%
Sep 30, 23
16 Amundi 3.23M (0.79%) 373.35K
Increased by +11.56%
Sep 30, 23
17 Amvescap Plc. 3.13M (0.76%) 905.04K
Increased by +28.93%
Sep 30, 23
18 FMR Inc 2.99M (0.73%) -28.28K
Decreased by -0.95%
Sep 30, 23
19 Legal & General Group PLC 2.91M (0.71%) -133.58K
Decreased by -4.60%
Sep 30, 23
20 Capital Research Global Investors 2.89M (0.70%) 11.42K
Increased by +0.39%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 12.91M (3.14%) 18.72K
Increased by +0.14%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 10.04M (2.45%) 92.21K
Increased by +0.92%
Nov 30, 23
3 Invesco QQQ Trust 7.52M (1.83%) 16.75K
Increased by +0.22%
Dec 29, 23
4 Schwab US Dividend Equity ETF™ 6.48M (1.58%) 948.00
Increased by +0.01%
Dec 30, 23
5 SPDR® S&P 500 ETF Trust 5.07M (1.23%) -35.62K
Decreased by -0.70%
Dec 31, 23
6 Fidelity® 500 Index 4.80M (1.17%) 30.55K
Increased by +0.64%
Nov 30, 23
7 iShares Core S&P 500 ETF 4.10M (1.00%) 2.45K
Increased by +0.06%
Dec 29, 23
8 Vanguard Dividend Growth Inv 3.95M (0.96%) 0.00
Increased by 0.00%
Sep 30, 23
9 Vanguard Growth Index Investor 3.63M (0.88%) 19.76K
Increased by +0.54%
Nov 30, 23
10 Vanguard Institutional Index I 2.75M (0.67%) -6.17K
Decreased by -0.22%
Nov 30, 23
11 iShares MSCI USA Quality Factor ETF 2.46M (0.60%) 1.50K
Increased by +0.06%
Dec 29, 23
12 Vanguard Dividend Appreciation ETF 2.38M (0.58%) 16.22K
Increased by +0.68%
Nov 30, 23
13 MS INVF Global Brands A USD 2.32M (0.56%) -22.30K
Decreased by -0.96%
Sep 30, 23
14 Morgan Stanley Glbl Franchise 2.32M (0.56%) -22.30K
Decreased by -0.96%
Sep 30, 23
15 State St S&P 500® Indx SL Cl III 1.96M (0.48%) -4.00K
Decreased by -0.20%
Dec 31, 23
16 Vanguard High Dividend Yield ETF 1.86M (0.45%) -4.75K
Decreased by -0.26%
Nov 30, 23
17 Industrial Select Sector SPDR® ETF 1.79M (0.43%) -7.97K
Decreased by -0.45%
Dec 31, 23
18 Fidelity® Magellan® 1.56M (0.38%) -1.00K
Decreased by -0.06%
Nov 30, 23
19 Jensen Quality Growth J 1.53M (0.37%) 0.00
Increased by 0.00%
Dec 31, 23
20 Fundsmith Equity I Acc 1.51M (0.37%) 0.00
Increased by 0.00%
Sep 30, 23