Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKI 1000.00%
2 JKF 1000.00%
3 IYY 1000.00%
4 ILCV 1000.00%
5 ILCB 1000.00%
6 JKD 1000.00%
7 IAK 1000.00%
8 IYF 1000.00%
9 IXG 1000.00%
10 IWV 1000.00%
11 IWS 1000.00%
12 IWR 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 JKG 1000.00%
20 IMCV 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 54.21M (9.35%) 605.21K
Increased by +1.12%
Sep 30, 23
2 Japan Post Holdings Co Ltd 52.30M (9.02%) 0.00
Increased by 0.00%
Dec 31, 23
3 BlackRock Inc 40.74M (7.03%) -54.07K
Decreased by -0.13%
Sep 30, 23
4 State Street Corporation 27.31M (4.71%) -331.39K
Decreased by -1.21%
Sep 30, 23
5 Wells Fargo & Co 16.45M (2.84%) 32.05K
Increased by +0.19%
Sep 30, 23
6 Geode Capital Management, LLC 11.97M (2.07%) 53.87K
Increased by +0.45%
Sep 30, 23
7 Morgan Stanley - Brokerage Accounts 9.64M (1.66%) 794.78K
Increased by +8.24%
Sep 30, 23
8 Northern Trust Corp 7.30M (1.26%) 368.70K
Increased by +5.05%
Sep 30, 23
9 First Trust Advisors L.P. 5.71M (0.98%) -634.60K
Decreased by -11.12%
Sep 30, 23
10 AllianceBernstein L.P. 5.01M (0.86%) -214.21K
Decreased by -4.28%
Sep 30, 23
11 Amvescap Plc. 4.81M (0.83%) 227.52K
Increased by +4.73%
Sep 30, 23
12 LSV Asset Management 4.79M (0.83%) -308.76K
Decreased by -6.45%
Sep 30, 23
13 Legal & General Group PLC 4.78M (0.82%) -153.48K
Decreased by -3.21%
Sep 30, 23
14 Dimensional Fund Advisors, Inc. 4.74M (0.82%) 172.71K
Increased by +3.65%
Sep 30, 23
15 Bank of New York Mellon Corp 4.19M (0.72%) -194.20K
Decreased by -4.64%
Sep 30, 23
16 Goldman Sachs Group Inc 3.74M (0.65%) 727.36K
Increased by +19.46%
Sep 30, 23
17 Boston Partners Global Investors, Inc 3.57M (0.62%) -49.57K
Decreased by -1.39%
Sep 30, 23
18 Bank of America Corp 3.45M (0.60%) 361.52K
Increased by +10.47%
Sep 30, 23
19 UBS Asset Mgmt Americas Inc 3.23M (0.56%) 50.29K
Increased by +1.56%
Sep 30, 23
20 Charles Schwab Investment Management Inc 3.17M (0.55%) -18.30K
Decreased by -0.58%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 18.61M (3.21%) 30.98K
Increased by +0.17%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 13.18M (2.27%) 121.75K
Increased by +0.92%
Nov 30, 23
3 SPDR® S&P 500 ETF Trust 6.55M (1.13%) -45.99K
Decreased by -0.70%
Dec 31, 23
4 Fidelity® 500 Index 6.30M (1.09%) 40.09K
Increased by +0.64%
Nov 30, 23
5 iShares Core S&P 500 ETF 5.30M (0.91%) 3.16K
Increased by +0.06%
Dec 29, 23
6 Vanguard Value Index Inv 5.09M (0.88%) 11.14K
Increased by +0.22%
Nov 30, 23
7 Vanguard Institutional Index I 3.60M (0.62%) -7.49K
Decreased by -0.21%
Nov 30, 23
8 Financial Select Sector SPDR® ETF 3.48M (0.60%) 7.14K
Increased by +0.20%
Dec 31, 23
9 Vanguard Dividend Appreciation ETF 3.15M (0.54%) 22.48K
Increased by +0.71%
Nov 30, 23
10 Vanguard High Dividend Yield ETF 2.71M (0.47%) -6.37K
Decreased by -0.24%
Nov 30, 23
11 State St S&P 500® Indx SL Cl III 2.54M (0.44%) -43.00K
Decreased by -1.69%
Dec 31, 23
12 SPDR® S&P Dividend ETF 2.48M (0.43%) 0.00
Increased by 0.00%
Dec 31, 23
13 First Trust Rising Dividend Achiev ETF 2.25M (0.39%) 3.17K
Increased by +0.14%
Dec 28, 23
14 First Trust Capital Strength ETF 2.06M (0.36%) 0.00
Increased by 0.00%
Dec 28, 23
15 ProShares S&P 500 Dividend Aristocrats 2.02M (0.35%) 0.00
Increased by 0.00%
Dec 29, 23
16 Blackrock Eq Idx Fund CF 1.90M (0.33%) -17.35K
Decreased by -0.91%
Dec 31, 23
17 Guinness Global Equity Inc D USD Dist 1.89M (0.33%) 0.00
Increased by 0.00%
Dec 31, 23
18 iShares MSCI USA Quality Factor ETF 1.81M (0.31%) 1.11K
Increased by +0.06%
Dec 29, 23
19 iShares Russell Mid-Cap ETF 1.75M (0.30%) 1.98K
Increased by +0.11%
Nov 30, 23
20 Fidelity® Mid Cap Index 1.74M (0.30%) 18.27K
Increased by +1.05%
Nov 30, 23