Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKD 1000.00%
2 IYY 1000.00%
3 JKF 1000.00%
4 IVE 1000.00%
5 IUSV 1000.00%
6 IWB 1000.00%
7 ITOT 1000.00%
8 ILCV 1000.00%
9 ILCB 1000.00%
10 IWD 1000.00%
11 IBB 1000.00%
12 IWF 1000.00%
13 IWL 1000.00%
14 IWV 1000.00%
15 IVV 1000.00%
16 IWX 1000.00%
17 IWY 1000.00%
18 GLOF 1000.00%
19 IXJ 1000.00%
20 IYH 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 49.04M (9.18%) 165.64K
Increased by +0.34%
Sep 30, 23
2 BlackRock Inc 47.57M (8.91%) 620.83K
Increased by +1.30%
Sep 30, 23
3 State Street Corporation 28.58M (5.35%) -523.39K
Decreased by -1.83%
Sep 30, 23
4 PRIMECAP Management Company 14.73M (2.76%) -3.98K
Decreased by -0.03%
Sep 30, 23
5 Morgan Stanley - Brokerage Accounts 13.25M (2.48%) -352.02K
Decreased by -2.66%
Sep 30, 23
6 Geode Capital Management, LLC 12.14M (2.27%) 338.31K
Increased by +2.79%
Sep 30, 23
7 Charles Schwab Investment Management Inc 10.89M (2.04%) -347.96K
Decreased by -3.19%
Sep 30, 23
8 Capital Research Global Investors 8.49M (1.59%) -1.08M
Decreased by -12.68%
Sep 30, 23
9 Wells Fargo & Co 7.58M (1.42%) -89.29K
Decreased by -1.18%
Sep 30, 23
10 Northern Trust Corp 6.98M (1.31%) 255.46K
Increased by +3.66%
Sep 30, 23
11 T. Rowe Price Associates, Inc. 6.32M (1.18%) 1.48M
Increased by +23.41%
Sep 30, 23
12 Bank of New York Mellon Corp 5.44M (1.02%) 61.53K
Increased by +1.13%
Sep 30, 23
13 Royal Bank of Canada 5.08M (0.95%) 518.69K
Increased by +10.21%
Sep 30, 23
14 JPMorgan Chase & Co 5.03M (0.94%) -73.86K
Decreased by -1.47%
Sep 30, 23
15 Aristotle Capital Management LLC 4.35M (0.82%) -143.90K
Decreased by -3.31%
Sep 30, 23
16 Bank of America Corp 4.19M (0.78%) -224.94K
Decreased by -5.37%
Sep 30, 23
17 Legal & General Group PLC 4.06M (0.76%) -152.95K
Decreased by -3.77%
Sep 30, 23
18 FMR Inc 3.64M (0.68%) -304.58K
Decreased by -8.37%
Sep 30, 23
19 Goldman Sachs Group Inc 3.57M (0.67%) 675.33K
Increased by +18.94%
Sep 30, 23
20 Amvescap Plc. 3.36M (0.63%) 459.34K
Increased by +13.69%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 16.77M (3.14%) 23.28K
Increased by +0.14%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 13.04M (2.44%) 119.90K
Increased by +0.92%
Nov 30, 23
3 Invesco QQQ Trust 9.79M (1.83%) 21.77K
Increased by +0.22%
Dec 29, 23
4 Vanguard PRIMECAP Inv 8.98M (1.68%) 96.94K
Increased by +1.08%
Sep 30, 23
5 Schwab US Dividend Equity ETF™ 7.31M (1.37%) 1.07K
Increased by +0.01%
Dec 30, 23
6 SPDR® S&P 500 ETF Trust 6.60M (1.24%) -46.28K
Decreased by -0.70%
Dec 31, 23
7 Fidelity® 500 Index 6.23M (1.17%) 39.67K
Increased by +0.64%
Nov 30, 23
8 SPDR® Dow Jones Industrial Avrg ETF Tr 5.68M (1.06%) 29.65K
Increased by +0.52%
Dec 31, 23
9 iShares Core S&P 500 ETF 5.33M (1.00%) 3.18K
Increased by +0.06%
Dec 29, 23
10 Vanguard Value Index Inv 4.59M (0.86%) 12.93K
Increased by +0.28%
Nov 30, 23
11 Health Care Select Sector SPDR® ETF 3.98M (0.74%) -2.89K
Decreased by -0.07%
Dec 31, 23
12 American Funds American Mutual A 3.97M (0.74%) 154.36K
Increased by +3.89%
Sep 30, 23
13 Capital Group American Mutual Comp 3.97M (0.74%) 154.36K
Increased by +3.89%
Sep 30, 23
14 American Funds Capital Income Bldr A 3.88M (0.73%) -271.19K
Decreased by -6.99%
Sep 30, 23
15 Vanguard Institutional Index I 3.56M (0.67%) -7.95K
Decreased by -0.22%
Nov 30, 23
16 State St S&P 500® Indx SL Cl III 2.55M (0.48%) -3.70K
Decreased by -0.14%
Dec 31, 23
17 Vanguard High Dividend Yield ETF 2.41M (0.45%) -3.96K
Decreased by -0.16%
Nov 30, 23
18 Vanguard Capital Opportunity Inv 2.12M (0.40%) 0.00
Increased by 0.00%
Sep 30, 23
19 iShares Biotechnology ETF 2.05M (0.38%) -1.87K
Decreased by -0.09%
Dec 29, 23
20 Blackrock Eq Idx Fund CF 1.91M (0.36%) 15.87K
Increased by +0.83%
Dec 31, 23