Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 88.49M (13.27%) -2.44M
Decreased by -2.75%
Sep 30, 23
2 Capital Research & Mgmt Co - Division 3 67.13M (10.07%) 3.71M
Increased by +5.53%
Sep 30, 23
3 BlackRock Inc 48.33M (7.25%) 2.09M
Increased by +4.33%
Sep 30, 23
4 Capital World Investors 40.34M (6.05%) -6.24M
Decreased by -15.46%
Sep 30, 23
5 FMR Inc 36.82M (5.52%) 10.26M
Increased by +27.86%
Sep 30, 23
6 State Street Corporation 33.20M (4.98%) -1.29M
Decreased by -3.88%
Sep 30, 23
7 Orbis Allan Gray Ltd 19.90M (2.98%) 1.89M
Increased by +9.51%
Sep 30, 23
8 Ameriprise Financial Inc 19.02M (2.85%) -2.64M
Decreased by -13.89%
Sep 30, 23
9 Wellington Management Company LLP 16.21M (2.43%) -4.48M
Decreased by -27.67%
Sep 30, 23
10 Geode Capital Management, LLC 14.36M (2.15%) 235.69K
Increased by +1.64%
Sep 30, 23
11 Morgan Stanley - Brokerage Accounts 13.56M (2.03%) 606.79K
Increased by +4.48%
Sep 30, 23
12 Massachusetts Financial Services Company 9.58M (1.44%) -1.76M
Decreased by -18.36%
Sep 30, 23
13 M&G INVESTMENT MANAGEMENT LTD 8.46M (1.27%) 1.75M
Increased by +20.63%
Sep 30, 23
14 Electron Capital Partners, LLC 8.06M (1.21%) 686.72K
Increased by +8.52%
Sep 30, 23
15 Amvescap Plc. 7.61M (1.14%) 1.48M
Increased by +19.50%
Sep 30, 23
16 Pictet Asset Manangement SA 6.59M (0.99%) 6.59M
Increased by +100.00%
Sep 30, 23
17 Northern Trust Corp 6.11M (0.92%) 29.49K
Increased by +0.48%
Sep 30, 23
18 Charles Schwab Investment Management Inc 5.73M (0.86%) 140.15K
Increased by +2.45%
Sep 30, 23
19 Bank of New York Mellon Corp 5.47M (0.82%) -2.15M
Decreased by -39.29%
Sep 30, 23
20 ClearBridge Advisors, LLC 5.37M (0.81%) 68.69K
Increased by +1.28%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Fundamental Invs A 21.76M (3.26%) 1.10M
Increased by +5.05%
Sep 30, 23
2 Capital Group Fundamental Invtrs Comp 21.76M (3.26%) 1.10M
Increased by +5.05%
Sep 30, 23
3 American Funds Income Fund of Amer A 21.67M (3.25%) 0.00
Increased by 0.00%
Sep 30, 23
4 Vanguard Total Stock Mkt Idx Inv 21.01M (3.15%) 27.63K
Increased by +0.13%
Nov 30, 23
5 Vanguard Institutional 500 Index Trust 16.32M (2.45%) 156.60K
Increased by +0.96%
Nov 30, 23
6 Vanguard Mid Cap Index Institutional 15.23M (2.28%) 5.20K
Increased by +0.03%
Nov 30, 23
7 American Funds Growth Fund of Amer A 12.22M (1.83%) 1.38M
Increased by +11.32%
Sep 30, 23
8 Capital Group Growth Fnd of Amer Comp 12.22M (1.83%) 1.38M
Increased by +11.32%
Sep 30, 23
9 American Funds New Perspective A 11.65M (1.75%) -126.11K
Decreased by -1.08%
Sep 30, 23
10 Capital Group New Perspective Comp 11.65M (1.75%) -126.11K
Decreased by -1.08%
Sep 30, 23
11 American Funds Capital Income Bldr A 11.22M (1.68%) 1.04M
Increased by +9.27%
Sep 30, 23
12 Utilities Select Sector SPDR® ETF 10.11M (1.52%) -28.41K
Decreased by -0.28%
Dec 31, 23
13 American Funds Invmt Co of Amer A 8.33M (1.25%) -15.16K
Decreased by -0.18%
Sep 30, 23
14 Capital Group Investment Co of Amer Comp 8.33M (1.25%) -15.16K
Decreased by -0.18%
Sep 30, 23
15 SPDR® S&P 500 ETF Trust 8.27M (1.24%) -57.96K
Decreased by -0.70%
Dec 31, 23
16 Fidelity® 500 Index 7.80M (1.17%) 49.66K
Increased by +0.64%
Nov 30, 23
17 American Funds New World A 6.98M (1.05%) 860.57K
Increased by +12.33%
Sep 30, 23
18 Vanguard Windsor Investor Shares 6.82M (1.02%) 0.00
Increased by 0.00%
Sep 30, 23
19 iShares Core S&P 500 ETF 6.67M (1.00%) 3.98K
Increased by +0.06%
Dec 29, 23
20 MFS Mid Cap Value Equity 5.92M (0.89%) 0.00
Increased by 0.00%
Sep 30, 23