Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IBLC 1000.00%
2 JKE 1000.00%
3 JKD 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 IVRS 1000.00%
17 IUSG 1000.00%
18 ITOT 1000.00%
19 IRBO 1000.00%
20 ILCG 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 140.05M (8.72%) 1.15M
Increased by +0.82%
Sep 30, 23
2 BlackRock Inc 121.64M (7.58%) 1.06M
Increased by +0.87%
Sep 30, 23
3 State Street Corporation 64.16M (4.00%) -1.03M
Decreased by -1.60%
Sep 30, 23
4 FMR Inc 41.08M (2.56%) -9.56M
Decreased by -23.28%
Sep 30, 23
5 JPMorgan Chase & Co 35.81M (2.23%) 3.21M
Increased by +8.95%
Sep 30, 23
6 Geode Capital Management, LLC 31.10M (1.94%) 702.59K
Increased by +2.26%
Sep 30, 23
7 Fisher Asset Management, LLC 27.77M (1.73%) 798.24K
Increased by +2.87%
Sep 30, 23
8 Jennison Associates LLC 25.40M (1.58%) -196.35K
Decreased by -0.77%
Sep 30, 23
9 T. Rowe Price Associates, Inc. 25.12M (1.56%) -15.25M
Decreased by -60.70%
Sep 30, 23
10 Morgan Stanley - Brokerage Accounts 24.35M (1.52%) 3.95M
Increased by +16.22%
Sep 30, 23
11 Wellington Management Company LLP 18.74M (1.17%) -3.80M
Decreased by -20.29%
Sep 30, 23
12 Northern Trust Corp 15.86M (0.99%) 385.64K
Increased by +2.43%
Sep 30, 23
13 Amundi 13.94M (0.87%) -5.52M
Decreased by -39.58%
Sep 30, 23
14 Coatue Management LLC 12.46M (0.78%) -1.51M
Decreased by -12.13%
Sep 30, 23
15 Bank of New York Mellon Corp 12.41M (0.77%) -569.02K
Decreased by -4.58%
Sep 30, 23
16 Amvescap Plc. 11.10M (0.69%) -3.57M
Decreased by -32.17%
Sep 30, 23
17 Baillie Gifford & Co Limited. 10.27M (0.64%) -60.03K
Decreased by -0.58%
Sep 30, 23
18 UBS Asset Mgmt Americas Inc 10.17M (0.63%) -1.67M
Decreased by -16.41%
Sep 30, 23
19 Legal & General Group PLC 9.89M (0.62%) -441.61K
Decreased by -4.46%
Sep 30, 23
20 HHG PLC 9.06M (0.56%) -2.87M
Decreased by -31.70%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 50.64M (3.15%) 71.40K
Increased by +0.14%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 39.38M (2.45%) 365.59K
Increased by +0.93%
Nov 30, 23
3 Invesco QQQ Trust 29.55M (1.84%) 65.75K
Increased by +0.22%
Dec 29, 23
4 SPDR® S&P 500 ETF Trust 19.91M (1.24%) -139.87K
Decreased by -0.70%
Dec 31, 23
5 Fidelity® 500 Index 18.83M (1.17%) 119.81K
Increased by +0.64%
Nov 30, 23
6 iShares Core S&P 500 ETF 16.09M (1.00%) 9.61K
Increased by +0.06%
Dec 29, 23
7 Vanguard Growth Index Investor 14.23M (0.89%) 77.86K
Increased by +0.55%
Nov 30, 23
8 Vanguard Institutional Index I 10.77M (0.67%) -24.02K
Decreased by -0.22%
Nov 30, 23
9 Technology Select Sector SPDR® ETF 10.27M (0.64%) 3.38K
Increased by +0.03%
Dec 31, 23
10 Vanguard Information Technology ETF 8.73M (0.54%) 53.30K
Increased by +0.61%
Nov 30, 23
11 State St S&P 500® Indx SL Cl III 7.71M (0.48%) -800.00
Decreased by -0.01%
Dec 31, 23
12 Vanguard Wellington™ Inv 7.68M (0.48%) 2.33M
Increased by +30.39%
Sep 30, 23
13 Fidelity® Contrafund® 6.92M (0.43%) 486.60K
Increased by +7.04%
Nov 30, 23
14 Harbor Capital Appreciation Instl 6.45M (0.40%) -132.04K
Decreased by -2.05%
Sep 30, 23
15 iShares Semiconductor ETF 6.00M (0.37%) -33.79K
Decreased by -0.56%
Dec 29, 23
16 Blackrock Eq Idx Fund CF 5.78M (0.36%) 42.28K
Increased by +0.73%
Dec 31, 23
17 JPM US Large Cap Growth-MA 4.68M (0.29%) 4.23M
Increased by +90.55%
Sep 30, 23
18 JPMorgan Large Cap Growth I 4.68M (0.29%) 0.00
Increased by 0.00%
Nov 30, 23
19 VanEck Semiconductor ETF 4.49M (0.28%) -20.11K
Decreased by -0.45%
Dec 30, 23
20 Direxion Daily Semicondct Bull 3X ETF 4.32M (0.27%) 163.66K
Increased by +3.79%
Nov 30, 23