Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKD 1000.00%
2 JKE 1000.00%
3 JKF 1000.00%
4 IYY 1000.00%
5 IYW 1000.00%
6 IXN 1000.00%
7 IWY 1000.00%
8 IWX 1000.00%
9 IWV 1000.00%
10 IWL 1000.00%
11 IWF 1000.00%
12 IWD 1000.00%
13 IWB 1000.00%
14 IVW 1000.00%
15 IVV 1000.00%
16 IUSG 1000.00%
17 ITOT 1000.00%
18 ILCV 1000.00%
19 ILCG 1000.00%
20 ILCB 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 73.14M (8.84%) -398.07K
Decreased by -0.54%
Sep 30, 23
2 BlackRock Inc 72.34M (8.74%) 555.02K
Increased by +0.77%
Sep 30, 23
3 State Street Corporation 37.05M (4.48%) -1.20M
Decreased by -3.23%
Sep 30, 23
4 Capital World Investors 36.75M (4.44%) 55.02K
Increased by +0.15%
Sep 30, 23
5 Capital Research & Mgmt Co - Division 3 21.32M (2.58%) 440.45K
Increased by +2.07%
Sep 30, 23
6 Geode Capital Management, LLC 18.43M (2.23%) 1.44M
Increased by +7.82%
Sep 30, 23
7 T. Rowe Price Associates, Inc. 13.51M (1.63%) 41.98K
Increased by +0.31%
Sep 30, 23
8 Bank of New York Mellon Corp 11.52M (1.39%) -511.91K
Decreased by -4.44%
Sep 30, 23
9 FMR Inc 10.76M (1.30%) -948.67K
Decreased by -8.81%
Sep 30, 23
10 Northern Trust Corp 10.03M (1.21%) 456.87K
Increased by +4.55%
Sep 30, 23
11 Morgan Stanley - Brokerage Accounts 10.00M (1.21%) 570.08K
Increased by +5.70%
Sep 30, 23
12 Nuveen Asset Management, LLC 9.49M (1.15%) -121.25K
Decreased by -1.28%
Sep 30, 23
13 Goldman Sachs Group Inc 9.28M (1.12%) 2.32M
Increased by +24.97%
Sep 30, 23
14 Generation Investment Management LLP 8.38M (1.01%) -48.93K
Decreased by -0.58%
Sep 30, 23
15 Ameriprise Financial Inc 7.84M (0.95%) -526.48K
Decreased by -6.71%
Sep 30, 23
16 Matrix Capital Management Company, LLC 7.05M (0.85%) 0.00
Increased by 0.00%
Sep 30, 23
17 Davis Selected Advisers 6.81M (0.82%) -135.20K
Decreased by -1.99%
Sep 30, 23
18 Bank of America Corp 6.62M (0.80%) -701.56K
Decreased by -10.60%
Sep 30, 23
19 Amvescap Plc. 6.21M (0.75%) 134.00
Increased by +0.00%
Sep 30, 23
20 Legal & General Group PLC 6.14M (0.74%) -195.02K
Decreased by -3.18%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 26.21M (3.17%) 37.22K
Increased by +0.14%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 20.47M (2.47%) 189.63K
Increased by +0.93%
Nov 30, 23
3 Invesco QQQ Trust 15.30M (1.85%) 34.05K
Increased by +0.22%
Dec 29, 23
4 American Funds Fundamental Invs A 14.08M (1.70%) -8.67K
Decreased by -0.06%
Sep 30, 23
5 Capital Group Fundamental Invtrs Comp 14.08M (1.70%) -8.67K
Decreased by -0.06%
Sep 30, 23
6 SPDR® S&P 500 ETF Trust 10.31M (1.25%) -72.42K
Decreased by -0.70%
Dec 31, 23
7 Fidelity® 500 Index 9.79M (1.18%) 62.27K
Increased by +0.64%
Nov 30, 23
8 American Funds Growth Fund of Amer A 8.56M (1.03%) -28.69K
Decreased by -0.34%
Sep 30, 23
9 Capital Group Growth Fnd of Amer Comp 8.56M (1.03%) -28.69K
Decreased by -0.34%
Sep 30, 23
10 iShares Core S&P 500 ETF 8.33M (1.01%) 4.97K
Increased by +0.06%
Dec 29, 23
11 Vanguard Growth Index Investor 7.37M (0.89%) 40.27K
Increased by +0.55%
Nov 30, 23
12 American Funds American Balanced A 5.99M (0.72%) 163.06K
Increased by +2.72%
Sep 30, 23
13 American Funds Washington Mutual A 5.95M (0.72%) -144.48K
Decreased by -2.43%
Sep 30, 23
14 Capital Group Wash Mutual Invtrs Comp 5.95M (0.72%) -144.48K
Decreased by -2.43%
Sep 30, 23
15 Vanguard Institutional Index I 5.60M (0.68%) -12.72K
Decreased by -0.23%
Nov 30, 23
16 Technology Select Sector SPDR® ETF 5.32M (0.64%) 1.75K
Increased by +0.03%
Dec 31, 23
17 American Funds New Perspective A 5.22M (0.63%) 0.00
Increased by 0.00%
Sep 30, 23
18 Capital Group New Perspective Comp 5.22M (0.63%) 0.00
Increased by 0.00%
Sep 30, 23
19 Vanguard Information Technology ETF 4.57M (0.55%) -27.01K
Decreased by -0.59%
Nov 30, 23
20 State St S&P 500® Indx SL Cl III 3.99M (0.48%) -17.10K
Decreased by -0.43%
Dec 31, 23