Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 73.00M (10.42%) -1.66M
Decreased by -2.28%
Sep 30, 23
2 BlackRock Inc 64.37M (9.19%) -1.08M
Decreased by -1.68%
Sep 30, 23
3 Capital Research Global Investors 41.59M (5.94%) 2.59M
Increased by +6.22%
Sep 30, 23
4 State Street Corporation 30.28M (4.32%) -1.11M
Decreased by -3.68%
Sep 30, 23
5 T. Rowe Price Associates, Inc. 27.27M (3.89%) -371.63K
Decreased by -1.36%
Sep 30, 23
6 Wellington Management Company LLP 23.30M (3.33%) -1.97M
Decreased by -8.46%
Sep 30, 23
7 Harris Associates L.P. 22.87M (3.27%) 325.52K
Increased by +1.42%
Sep 30, 23
8 Amvescap Plc. 17.09M (2.44%) 503.55K
Increased by +2.95%
Sep 30, 23
9 Diamond Hill Capital Management Inc 14.85M (2.12%) -1.21M
Decreased by -8.18%
Sep 30, 23
10 Hotchkis & Wiley Capital Management LLC 14.16M (2.02%) -942.37K
Decreased by -6.66%
Sep 30, 23
11 Geode Capital Management, LLC 13.32M (1.90%) 81.99K
Increased by +0.62%
Sep 30, 23
12 Nuveen Asset Management, LLC 13.21M (1.89%) -35.43K
Decreased by -0.27%
Sep 30, 23
13 FMR Inc 12.75M (1.82%) 604.90K
Increased by +4.75%
Sep 30, 23
14 Bank of New York Mellon Corp 11.13M (1.59%) 408.33K
Increased by +3.67%
Sep 30, 23
15 Morgan Stanley - Brokerage Accounts 9.54M (1.36%) -192.53K
Decreased by -2.02%
Sep 30, 23
16 Putnam Investments LLC 7.94M (1.13%) -24.56K
Decreased by -0.31%
Sep 30, 23
17 Barrow Hanley Mewhinney & Strauss LLC 7.77M (1.11%) -93.13K
Decreased by -1.20%
Sep 30, 23
18 Northern Trust Corp 7.71M (1.10%) 133.83K
Increased by +1.74%
Sep 30, 23
19 Macquarie Group Ltd 7.29M (1.04%) -972.47K
Decreased by -13.34%
Sep 30, 23
20 Ameriprise Financial Inc 6.61M (0.94%) -457.70K
Decreased by -6.93%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers LIF Index 25.51M (3.64%) 0.00
Increased by 0.00%
Mar 31, 23
2 Vanguard Total Stock Mkt Idx Inv 22.31M (3.19%) 26.86K
Increased by +0.12%
Nov 30, 23
3 American Funds Invmt Co of Amer A 20.44M (2.92%) -37.22K
Decreased by -0.18%
Sep 30, 23
4 Capital Group Investment Co of Amer Comp 20.44M (2.92%) -37.22K
Decreased by -0.18%
Sep 30, 23
5 Vanguard Institutional 500 Index Trust 17.35M (2.48%) 159.91K
Increased by +0.92%
Nov 30, 23
6 Diamond Hill Large Cap Equity 9.58M (1.37%) 188.77K
Increased by +1.97%
Dec 31, 23
7 SPDR® S&P 500 ETF Trust 8.65M (1.24%) -60.74K
Decreased by -0.70%
Dec 31, 23
8 Fidelity® 500 Index 8.30M (1.18%) 52.79K
Increased by +0.64%
Nov 30, 23
9 Vanguard Mid Cap Index Institutional 8.09M (1.16%) 7.75K
Increased by +0.10%
Nov 30, 23
10 Vanguard Equity-Income Inv 7.77M (1.11%) -1.08M
Decreased by -13.89%
Sep 30, 23
11 Vanguard Windsor™ II Inv 7.16M (1.02%) -187.00K
Decreased by -2.61%
Sep 30, 23
12 BlackRock Equity Dividend Instl 7.12M (1.02%) -119.80K
Decreased by -1.68%
Nov 30, 23
13 iShares Core S&P 500 ETF 6.99M (1.00%) 4.17K
Increased by +0.06%
Dec 29, 23
14 Oakmark Investor 6.79M (0.97%) 700.00K
Increased by +10.31%
Sep 30, 23
15 American Funds Growth Fund of Amer A 6.72M (0.96%) -22.52K
Decreased by -0.34%
Sep 30, 23
16 Capital Group Growth Fnd of Amer Comp 6.72M (0.96%) -22.52K
Decreased by -0.34%
Sep 30, 23
17 T. Rowe Price Equity Income 6.58M (0.94%) -85.00K
Decreased by -1.29%
Sep 30, 23
18 T. Rowe Price US Lg-Cp Equity Inc Comp 6.58M (0.94%) -85.00K
Decreased by -1.29%
Sep 30, 23
19 Vanguard Value Index Inv 6.10M (0.87%) 13.32K
Increased by +0.22%
Nov 30, 23
20 Diamond Hill Large Cap Inv 5.53M (0.79%) -122.57K
Decreased by -2.22%
Dec 31, 23