Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IDU 1000.00%
2 JKG 1000.00%
3 JKF 1000.00%
4 JKI 1000.00%
5 JKD 1000.00%
6 IGF 1000.00%
7 HDV 1000.00%
8 JXI 1000.00%
9 IYY 1000.00%
10 IWX 1000.00%
11 IWV 1000.00%
12 IWL 1000.00%
13 IWD 1000.00%
14 IWB 1000.00%
15 IVV 1000.00%
16 IVE 1000.00%
17 IUSV 1000.00%
18 ITOT 1000.00%
19 IMCV 1000.00%
20 IMCB 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 48.80M (9.29%) 57.32K
Increased by +0.12%
Sep 30, 23
2 BlackRock Inc 42.89M (8.17%) 1.89M
Increased by +4.41%
Sep 30, 23
3 Wellington Management Company LLP 28.59M (5.44%) 3.59M
Increased by +12.55%
Sep 30, 23
4 State Street Corporation 27.19M (5.18%) 41.89K
Increased by +0.15%
Sep 30, 23
5 Morgan Stanley - Brokerage Accounts 14.89M (2.84%) 587.14K
Increased by +3.94%
Sep 30, 23
6 Geode Capital Management, LLC 10.57M (2.01%) 209.43K
Increased by +1.98%
Sep 30, 23
7 Amvescap Plc. 9.80M (1.87%) 1.18M
Increased by +12.06%
Sep 30, 23
8 Royal Bank of Canada 7.71M (1.47%) 374.30K
Increased by +4.85%
Sep 30, 23
9 Ameriprise Financial Inc 7.45M (1.42%) -2.08M
Decreased by -27.86%
Sep 30, 23
10 Nuveen Asset Management, LLC 6.77M (1.29%) 564.76K
Increased by +8.34%
Sep 30, 23
11 Bank of America Corp 6.68M (1.27%) 293.76K
Increased by +4.39%
Sep 30, 23
12 Franklin Resources Inc 6.46M (1.23%) 715.96K
Increased by +11.09%
Sep 30, 23
13 Massachusetts Financial Services Company 6.22M (1.18%) -336.01K
Decreased by -5.40%
Sep 30, 23
14 Neuberger Berman Group LLC 5.16M (0.98%) 708.56K
Increased by +13.74%
Sep 30, 23
15 Northern Trust Corp 5.00M (0.95%) 2.53K
Increased by +0.05%
Sep 30, 23
16 Wells Fargo & Co 4.84M (0.92%) -197.90K
Decreased by -4.09%
Sep 30, 23
17 Federated Hermes Inc 4.83M (0.92%) -427.86K
Decreased by -8.85%
Sep 30, 23
18 Legal & General Group PLC 4.82M (0.92%) -127.58K
Decreased by -2.65%
Sep 30, 23
19 Allspring Global Investments Holdings, LLC 4.43M (0.84%) 98.90K
Increased by +2.23%
Sep 30, 23
20 UBS Group AG 4.36M (0.83%) -11.29K
Decreased by -0.26%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 16.14M (3.07%) 19.19K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 12.56M (2.39%) 121.69K
Increased by +0.97%
Nov 30, 23
3 Invesco QQQ Trust 9.62M (1.83%) 21.40K
Increased by +0.22%
Dec 29, 23
4 Vanguard Equity-Income Inv 8.57M (1.63%) 1.25M
Increased by +14.56%
Sep 30, 23
5 Utilities Select Sector SPDR® ETF 7.94M (1.51%) -22.32K
Decreased by -0.28%
Dec 31, 23
6 SPDR® S&P 500 ETF Trust 6.48M (1.23%) -45.55K
Decreased by -0.70%
Dec 31, 23
7 Fidelity® 500 Index 6.00M (1.14%) 38.20K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 5.24M (1.00%) 3.13K
Increased by +0.06%
Dec 29, 23
9 Lazard Global Listed Infrastructure Inst 4.71M (0.90%) 2.24M
Increased by +47.51%
Dec 31, 23
10 Vanguard Value Index Inv 4.42M (0.84%) 14.47K
Increased by +0.33%
Nov 30, 23
11 Vanguard Wellington™ Inv 3.91M (0.75%) -58.34K
Decreased by -1.49%
Sep 30, 23
12 Vanguard Wellesley® Income Inv 3.78M (0.72%) 61.38K
Increased by +1.62%
Sep 30, 23
13 MFS Large Cap Value (SMA) 3.60M (0.69%) 3.60M
Increased by +100.00%
Jun 30, 23
14 Neuberger Berman Large Cap Value Inv 3.57M (0.68%) 504.38K
Increased by +14.12%
Sep 30, 23
15 MFS Large Cap Value Equity 3.51M (0.67%) -95.16K
Decreased by -2.71%
Sep 30, 23
16 MFS Value A 3.45M (0.66%) -38.28K
Decreased by -1.11%
Nov 30, 23
17 Vanguard Institutional Index I 3.43M (0.65%) -6.98K
Decreased by -0.20%
Nov 30, 23
18 Allspring Special Mid Cap Value Inst 3.41M (0.65%) 0.00
Increased by 0.00%
Nov 30, 23
19 Allspring Special US Mid Cap Value Eq 3.32M (0.63%) 83.50K
Increased by +2.52%
Sep 30, 23
20 Vanguard Utilities ETF 3.09M (0.59%) -109.33K
Decreased by -3.53%
Oct 31, 23