Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 112.44M (7.82%) -87.82K
Decreased by -0.08%
Sep 30, 23
2 State Street Corporation 96.14M (6.69%) -9.55M
Decreased by -9.93%
Sep 30, 23
3 Vanguard Group Inc 56.48M (3.93%) 325.75K
Increased by +0.58%
Sep 30, 23
4 Geode Capital Management, LLC 31.83M (2.21%) 571.95K
Increased by +1.80%
Sep 30, 23
5 Charles Schwab Investment Management Inc 30.62M (2.13%) 594.03K
Increased by +1.94%
Sep 30, 23
6 Federated Hermes Inc 24.92M (1.73%) -4.74M
Decreased by -19.01%
Sep 30, 23
7 American Century Companies Inc 22.83M (1.59%) 748.14K
Increased by +3.28%
Sep 30, 23
8 Amvescap Plc. 20.53M (1.43%) 2.66M
Increased by +12.98%
Sep 30, 23
9 T. Rowe Price Associates, Inc. 18.38M (1.28%) -691.56K
Decreased by -3.76%
Sep 30, 23
10 ProShare Advisors LLC 18.01M (1.25%) 2.35M
Increased by +13.05%
Sep 30, 23
11 Northern Trust Corp 11.65M (0.81%) 342.65K
Increased by +2.94%
Sep 30, 23
12 Dimensional Fund Advisors, Inc. 11.63M (0.81%) 385.10K
Increased by +3.31%
Sep 30, 23
13 Bank of New York Mellon Corp 10.18M (0.71%) -270.35K
Decreased by -2.66%
Sep 30, 23
14 Morgan Stanley - Brokerage Accounts 10.15M (0.71%) 344.06K
Increased by +3.39%
Sep 30, 23
15 Goldman Sachs Group Inc 8.09M (0.56%) 2.29M
Increased by +28.34%
Sep 30, 23
16 JPMorgan Chase & Co 7.83M (0.54%) -1.74M
Decreased by -22.21%
Sep 30, 23
17 UBS Asset Mgmt Americas Inc 6.92M (0.48%) -552.54K
Decreased by -7.98%
Sep 30, 23
18 Balyasny Asset Management LLC 6.86M (0.48%) 4.81M
Increased by +70.15%
Sep 30, 23
19 Bank of America Corp 6.47M (0.45%) -391.97K
Decreased by -6.06%
Sep 30, 23
20 Polaris Capital Management, LLC 5.97M (0.42%) -8.68M
Decreased by -145.30%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Institutional 500 Index Trust 35.86M (2.49%) 343.02K
Increased by +0.96%
Nov 30, 23
2 Schwab US Dividend Equity ETF™ 23.61M (1.64%) 39.68K
Increased by +0.17%
Nov 30, 23
3 SPDR® S&P Dividend ETF 22.44M (1.56%) -13.43K
Decreased by -0.06%
Nov 30, 23
4 ProShares S&P 500 Dividend Aristocrats 18.34M (1.28%) 0.00
Increased by 0.00%
Nov 30, 23
5 Fidelity® 500 Index 17.04M (1.19%) 135.73K
Increased by +0.80%
Oct 31, 23
6 SPDR® S&P 500 ETF Trust 16.71M (1.16%) 53.31K
Increased by +0.32%
Nov 30, 23
7 iShares Core S&P 500 ETF 14.51M (1.01%) 14.05K
Increased by +0.10%
Nov 30, 23
8 Federated Hermes Strategic Val Dividend 12.85M (0.89%) -4.25M
Decreased by -33.08%
Sep 30, 23
9 Federated Hermes Strategic Value Div IS 12.85M (0.89%) -4.25M
Decreased by -33.08%
Sep 30, 23
10 American Century Mid Cap Value Inv 11.78M (0.82%) 291.45K
Increased by +2.47%
Sep 30, 23
11 American Century U.S. Mid Cap Value 11.78M (0.82%) 291.45K
Increased by +2.47%
Sep 30, 23
12 iShares MSCI USA Min Vol Factor ETF 11.25M (0.78%) 1.91K
Increased by +0.02%
Nov 30, 23
13 Vanguard Institutional Index I 9.79M (0.68%) -33.01K
Decreased by -0.34%
Nov 30, 23
14 Invesco S&P 500® Equal Weight ETF 9.15M (0.64%) 49.45K
Increased by +0.54%
Nov 30, 23
15 Materials Select Sector SPDR® ETF 8.55M (0.59%) -511.85K
Decreased by -5.99%
Nov 30, 23
16 SPDR® Portfolio S&P 500 High Div ETF 8.42M (0.59%) -32.07K
Decreased by -0.38%
Nov 30, 23
17 State St S&P 500® Indx SL Cl III 7.03M (0.49%) 26.60K
Increased by +0.38%
Nov 30, 23
18 Invesco S&P 500® High Div Low Vol ETF 6.26M (0.44%) -19.14K
Decreased by -0.31%
Nov 30, 23
19 Blackrock Eq Idx Fund CF 5.22M (0.36%) -87.03K
Decreased by -1.67%
Sep 30, 23
20 Pear Tree Polaris Foreign Value Ord 5.05M (0.35%) 0.00
Increased by 0.00%
Sep 30, 23