Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IVE 1000.00%
2 IUSV 1000.00%
3 ILCB 1000.00%
4 ILCG 1000.00%
5 ILCV 1000.00%
6 ITOT 1000.00%
7 JKF 1000.00%
8 JKE 1000.00%
9 JKD 1000.00%
10 IYY 1000.00%
11 IYF 1000.00%
12 IXG 1000.00%
13 IWV 1000.00%
14 IWS 1000.00%
15 IWR 1000.00%
16 IWP 1000.00%
17 IUSG 1000.00%
18 IWF 1000.00%
19 IWD 1000.00%
20 IWB 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.52M (11.96%) -32.15K
Decreased by -0.13%
Sep 30, 23
2 BlackRock Inc 17.02M (7.98%) 554.73K
Increased by +3.26%
Sep 30, 23
3 FMR Inc 9.66M (4.53%) 726.49K
Increased by +7.52%
Sep 30, 23
4 Capital Research & Mgmt Co - Division 3 9.65M (4.52%) 150.38K
Increased by +1.56%
Sep 30, 23
5 State Street Corporation 8.70M (4.08%) -241.29K
Decreased by -2.77%
Sep 30, 23
6 Morgan Stanley - Brokerage Accounts 6.21M (2.91%) 35.00K
Increased by +0.56%
Sep 30, 23
7 Massachusetts Financial Services Company 5.40M (2.53%) -321.39K
Decreased by -5.96%
Sep 30, 23
8 JPMorgan Chase & Co 5.00M (2.34%) 90.84K
Increased by +1.82%
Sep 30, 23
9 Geode Capital Management, LLC 4.88M (2.29%) 116.27K
Increased by +2.38%
Sep 30, 23
10 Capital World Investors 3.55M (1.66%) 1.41M
Increased by +39.83%
Sep 30, 23
11 Baillie Gifford & Co Limited. 2.83M (1.33%) -114.84K
Decreased by -4.06%
Sep 30, 23
12 WCM Investment Management 2.60M (1.22%) 42.96K
Increased by +1.65%
Sep 30, 23
13 Amvescap Plc. 2.57M (1.21%) 88.86K
Increased by +3.45%
Sep 30, 23
14 Wellington Management Company LLP 2.57M (1.20%) -178.36K
Decreased by -6.95%
Sep 30, 23
15 Northern Trust Corp 2.09M (0.98%) 107.18K
Increased by +5.12%
Sep 30, 23
16 Boston Partners Global Investors, Inc 2.04M (0.95%) -140.56K
Decreased by -6.90%
Sep 30, 23
17 Fidelity International Ltd 1.86M (0.87%) -88.06K
Decreased by -4.73%
Sep 30, 23
18 Charles Schwab Investment Management Inc 1.86M (0.87%) 1.94K
Increased by +0.10%
Sep 30, 23
19 Bank of New York Mellon Corp 1.72M (0.81%) -37.05K
Decreased by -2.15%
Sep 30, 23
20 Brown Brothers Harriman & Co 1.70M (0.80%) -34.44K
Decreased by -2.02%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.75M (3.17%) 8.11K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 5.25M (2.46%) 48.90K
Increased by +0.93%
Nov 30, 23
3 Vanguard Mid Cap Index Institutional 4.90M (2.30%) 5.82K
Increased by +0.12%
Nov 30, 23
4 SPDR® S&P 500 ETF Trust 2.66M (1.24%) -18.69K
Decreased by -0.70%
Dec 31, 23
5 American Funds Invmt Co of Amer A 2.54M (1.19%) -4.62K
Decreased by -0.18%
Sep 30, 23
6 Capital Group Investment Co of Amer Comp 2.54M (1.19%) -4.62K
Decreased by -0.18%
Sep 30, 23
7 Fidelity® 500 Index 2.51M (1.18%) 15.98K
Increased by +0.64%
Nov 30, 23
8 American Funds American Balanced A 2.44M (1.15%) 0.00
Increased by 0.00%
Sep 30, 23
9 American Funds Washington Mutual A 2.15M (1.01%) 1.27M
Increased by +59.03%
Sep 30, 23
10 Capital Group Wash Mutual Invtrs Comp 2.15M (1.01%) 1.27M
Increased by +59.03%
Sep 30, 23
11 iShares Core S&P 500 ETF 2.15M (1.01%) 1.28K
Increased by +0.06%
Dec 29, 23
12 MS INVF Global Brands A USD 1.88M (0.88%) -18.13K
Decreased by -0.96%
Sep 30, 23
13 Morgan Stanley Glbl Franchise 1.88M (0.88%) -18.13K
Decreased by -0.96%
Sep 30, 23
14 JPM US Equity Income-Composite 1.87M (0.88%) 0.00
Increased by 0.00%
Sep 30, 23
15 JPM US Equity Income-MA 1.87M (0.88%) 1.87M
Increased by +99.90%
Sep 30, 23
16 Vanguard Value Index Inv 1.85M (0.87%) 4.51K
Increased by +0.24%
Nov 30, 23
17 MFS Mid Cap Growth A 1.75M (0.82%) 0.00
Increased by 0.00%
Nov 30, 23
18 MFS Mid Cap Growth Equity 1.75M (0.82%) -224.37K
Decreased by -12.84%
Sep 30, 23
19 JPMorgan Equity Income I 1.74M (0.81%) -99.97K
Decreased by -5.75%
Nov 30, 23
20 Vanguard Mid-Cap Value ETF 1.73M (0.81%) -7.68K
Decreased by -0.44%
Nov 30, 23