Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.00M (11.97%) -38.70K
Decreased by -0.28%
Sep 30, 23
2 BlackRock Inc 10.26M (8.77%) 105.61K
Increased by +1.03%
Sep 30, 23
3 State Street Corporation 5.07M (4.33%) -172.74K
Decreased by -3.41%
Sep 30, 23
4 Capital Research & Mgmt Co - Division 3 4.40M (3.76%) 2.14M
Increased by +48.50%
Sep 30, 23
5 Bank of America Corp 3.81M (3.26%) -1.31M
Decreased by -34.23%
Sep 30, 23
6 Franklin Resources Inc 3.52M (3.01%) 382.84K
Increased by +10.88%
Sep 30, 23
7 Capital Research Global Investors 3.10M (2.65%) -285.18K
Decreased by -9.21%
Sep 30, 23
8 Geode Capital Management, LLC 2.54M (2.17%) 59.48K
Increased by +2.34%
Sep 30, 23
9 Baillie Gifford & Co Limited. 2.44M (2.09%) -55.06K
Decreased by -2.26%
Sep 30, 23
10 PRIMECAP Management Company 2.23M (1.91%) 131.93K
Increased by +5.91%
Sep 30, 23
11 Bank of New York Mellon Corp 1.89M (1.61%) -20.86K
Decreased by -1.10%
Sep 30, 23
12 Morgan Stanley - Brokerage Accounts 1.57M (1.34%) 146.45K
Increased by +9.32%
Sep 30, 23
13 ING Investment Management LLC 1.51M (1.29%) 163.77K
Increased by +10.88%
Sep 30, 23
14 Mirae Asset Global Investments (Korea) Co Ltd 1.38M (1.18%) -107.08K
Decreased by -7.75%
Sep 30, 23
15 Dimensional Fund Advisors, Inc. 1.22M (1.05%) 66.57K
Increased by +5.44%
Sep 30, 23
16 Amvescap Plc. 1.22M (1.04%) 151.16K
Increased by +12.37%
Sep 30, 23
17 Northern Trust Corp 1.19M (1.02%) 35.02K
Increased by +2.95%
Sep 30, 23
18 Sam Sustainable Asset Management Ltd 1.11M (0.95%) -9.06K
Decreased by -0.82%
Sep 30, 23
19 Barclays PLC 1.04M (0.89%) 612.96K
Increased by +58.72%
Sep 30, 23
20 Pictet Asset Manangement SA 1.03M (0.88%) 1.03M
Increased by +100.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.68M (3.15%) 12.97K
Increased by +0.35%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 2.86M (2.44%) 26.55K
Increased by +0.93%
Nov 30, 23
3 Vanguard Mid Cap Index Institutional 2.67M (2.28%) 3.03K
Increased by +0.11%
Nov 30, 23
4 Templeton Growth A 2.02M (1.73%) 1.03M
Increased by +50.80%
Nov 30, 23
5 Templeton Growth Inc A 2.02M (1.73%) 1.03M
Increased by +50.80%
Nov 30, 23
6 SPDR® S&P 500 ETF Trust 1.45M (1.24%) -10.22K
Decreased by -0.71%
Dec 31, 23
7 American Funds New Perspective A 1.42M (1.22%) 446.25K
Increased by +31.33%
Sep 30, 23
8 Capital Group New Perspective Comp 1.42M (1.22%) 446.25K
Increased by +31.33%
Sep 30, 23
9 Global X Lithium & Battery Tech ETF 1.42M (1.22%) -14.78K
Decreased by -1.04%
Dec 29, 23
10 Franklin Rising Dividends A 1.42M (1.21%) 0.00
Increased by 0.00%
Oct 31, 23
11 Franklin Rising Dividends Fund A 1.42M (1.21%) 0.00
Increased by 0.00%
Nov 30, 23
12 Fidelity® 500 Index 1.37M (1.17%) 8.70K
Increased by +0.64%
Nov 30, 23
13 Capital Group AMCAP Composite 1.28M (1.09%) 64.82K
Increased by +5.08%
Sep 30, 23
14 VA CollegeAmerica Amcap 529A 1.28M (1.09%) 64.82K
Increased by +5.08%
Sep 30, 23
15 American Funds Capital World Gr&Inc A 1.27M (1.09%) -968.00
Decreased by -0.08%
Sep 30, 23
16 Capital Group World Growth & Inc Cmp 1.27M (1.09%) -968.00
Decreased by -0.08%
Sep 30, 23
17 iShares Core S&P 500 ETF 1.17M (1.00%) 700.00
Increased by +0.06%
Dec 29, 23
18 ProShares S&P 500 Dividend Aristocrats 1.13M (0.97%) 0.00
Increased by 0.00%
Dec 29, 23
19 Vanguard PRIMECAP Inv 1.09M (0.93%) 112.20K
Increased by +10.33%
Sep 30, 23
20 Vanguard Growth Index Investor 1.03M (0.88%) 5.46K
Increased by +0.53%
Nov 30, 23