Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GLOF 1000.00%
2 IWF 1000.00%
3 IWL 1000.00%
4 JKD 1000.00%
5 JKE 1000.00%
6 IRBO 1000.00%
7 IOO 1000.00%
8 ILCB 1000.00%
9 IWV 1000.00%
10 IWY 1000.00%
11 IWB 1000.00%
12 IVW 1000.00%
13 IYC 1000.00%
14 IVV 1000.00%
15 IYY 1000.00%
16 IUSG 1000.00%
17 ITOT 1000.00%
18 ONLN 25.85%
19 XLY 23.95%
20 CLIX 23.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 757.95M (8.36%) 32.04M
Increased by +4.23%
Sep 30, 23
2 BlackRock Inc 613.38M (6.77%) 2.50M
Increased by +0.41%
Sep 30, 23
3 State Street Corporation 332.45M (3.67%) -3.42M
Decreased by -1.03%
Sep 30, 23
4 FMR Inc 302.10M (3.33%) 21.65M
Increased by +7.17%
Sep 30, 23
5 T. Rowe Price Associates, Inc. 207.78M (2.29%) -8.75M
Decreased by -4.21%
Sep 30, 23
6 Geode Capital Management, LLC 176.21M (1.94%) 6.06M
Increased by +3.44%
Sep 30, 23
7 JPMorgan Chase & Co 157.13M (1.73%) 22.32M
Increased by +14.21%
Sep 30, 23
8 Morgan Stanley - Brokerage Accounts 149.54M (1.65%) -62.19K
Decreased by -0.04%
Sep 30, 23
9 Northern Trust Corp 92.33M (1.02%) 3.26M
Increased by +3.53%
Sep 30, 23
10 Capital Research Global Investors 87.55M (0.97%) -10.56M
Decreased by -12.07%
Sep 30, 23
11 Wellington Management Company LLP 85.89M (0.95%) 2.99M
Increased by +3.48%
Sep 30, 23
12 Bank of America Corp 83.24M (0.92%) -8.54M
Decreased by -10.25%
Sep 30, 23
13 Bank of New York Mellon Corp 72.70M (0.80%) -2.09M
Decreased by -2.87%
Sep 30, 23
14 Nuveen Asset Management, LLC 70.05M (0.77%) 1.55M
Increased by +2.21%
Sep 30, 23
15 Jennison Associates LLC 54.98M (0.61%) 12.18M
Increased by +22.15%
Sep 30, 23
16 Legal & General Group PLC 53.91M (0.59%) -2.80M
Decreased by -5.19%
Sep 30, 23
17 Charles Schwab Investment Management Inc 50.40M (0.56%) 1.37M
Increased by +2.73%
Sep 30, 23
18 Goldman Sachs Group Inc 50.07M (0.55%) -1.44M
Decreased by -2.88%
Sep 30, 23
19 AllianceBernstein L.P. 50.07M (0.55%) 1.51M
Increased by +3.01%
Sep 30, 23
20 Royal Bank of Canada 46.05M (0.51%) -2.91M
Decreased by -6.32%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 291.06M (3.21%) 396.57K
Increased by +0.14%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 221.30M (2.44%) 2.04M
Increased by +0.92%
Nov 30, 23
3 SPDR® S&P 500 ETF Trust 112.09M (1.24%) -787.67K
Decreased by -0.70%
Dec 31, 23
4 Fidelity® 500 Index 105.80M (1.17%) 673.30K
Increased by +0.64%
Nov 30, 23
5 iShares Core S&P 500 ETF 90.58M (1.00%) 54.07K
Increased by +0.06%
Dec 29, 23
6 Vanguard Growth Index Investor 81.80M (0.90%) 447.23K
Increased by +0.55%
Nov 30, 23
7 Invesco QQQ Trust 73.18M (0.81%) 162.82K
Increased by +0.22%
Dec 29, 23
8 Vanguard Institutional Index I 60.51M (0.67%) -133.36K
Decreased by -0.22%
Nov 30, 23
9 American Funds Growth Fund of Amer A 54.15M (0.60%) -5.52M
Decreased by -10.20%
Sep 30, 23
10 Capital Group Growth Fnd of Amer Comp 54.15M (0.60%) -5.52M
Decreased by -10.20%
Sep 30, 23
11 Fidelity® Contrafund® 48.16M (0.53%) 0.00
Increased by 0.00%
Nov 30, 23
12 State St S&P 500® Indx SL Cl III 43.42M (0.48%) 48.90K
Increased by +0.11%
Dec 31, 23
13 JPM US Large Cap Growth-MA 34.49M (0.38%) 32.33M
Increased by +93.72%
Sep 30, 23
14 JPMorgan Large Cap Growth I 33.52M (0.37%) 0.00
Increased by 0.00%
Nov 30, 23
15 Blackrock Eq Idx Fund CF 32.51M (0.36%) 288.81K
Increased by +0.89%
Dec 31, 23
16 iShares Russell 1000 Growth ETF 31.02M (0.34%) -51.78K
Decreased by -0.17%
Dec 29, 23
17 T. Rowe Price Blue Chip Growth 30.93M (0.34%) -1.71M
Decreased by -5.52%
Sep 30, 23
18 T. Rowe Price US Lrg-Cap Core Gr Eq Comp 30.93M (0.34%) -1.71M
Decreased by -5.52%
Sep 30, 23
19 Consumer Discret Sel Sect SPDR® ETF 29.50M (0.33%) 56.00K
Increased by +0.19%
Dec 31, 23
20 Fidelity® Blue Chip Growth 28.89M (0.32%) 267.60K
Increased by +0.93%
Nov 30, 23