Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IVRS 1000.00%
2 ITOT 1000.00%
3 IVV 1000.00%
4 IUSG 1000.00%
5 IWF 1000.00%
6 IGM 1000.00%
7 IWV 1000.00%
8 IWY 1000.00%
9 IXN 1000.00%
10 ILCB 1000.00%
11 GLOF 1000.00%
12 IYY 1000.00%
13 JKD 1000.00%
14 ILCG 1000.00%
15 JKE 1000.00%
16 IWB 1000.00%
17 IDAT 1000.00%
18 IVW 1000.00%
19 FDCF 5.77%
20 IGN 5.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 27.90M (11.01%) 84.21K
Increased by +0.30%
Sep 30, 23
2 BlackRock Inc 17.94M (7.08%) 63.77K
Increased by +0.36%
Sep 30, 23
3 Cresset Asset Management, LLC 10.65M (4.20%) -488.94K
Decreased by -4.59%
Sep 30, 23
4 FMR Inc 10.32M (4.07%) 2.52M
Increased by +24.38%
Sep 30, 23
5 State Street Corporation 10.16M (4.01%) -118.34K
Decreased by -1.16%
Sep 30, 23
6 Capital World Investors 10.08M (3.98%) 261.71K
Increased by +2.60%
Sep 30, 23
7 AllianceBernstein L.P. 7.39M (2.91%) -1.88M
Decreased by -25.43%
Sep 30, 23
8 Capital Research Global Investors 6.04M (2.38%) 2.19M
Increased by +36.29%
Sep 30, 23
9 Morgan Stanley - Brokerage Accounts 5.26M (2.07%) -162.79K
Decreased by -3.10%
Sep 30, 23
10 Geode Capital Management, LLC 4.68M (1.85%) 113.84K
Increased by +2.43%
Sep 30, 23
11 WCM Investment Management 3.01M (1.19%) 134.92K
Increased by +4.49%
Sep 30, 23
12 Artisan Partners Limited Partnership 2.80M (1.10%) -632.47K
Decreased by -22.61%
Sep 30, 23
13 Goldman Sachs Group Inc 2.58M (1.02%) -200.34K
Decreased by -7.75%
Sep 30, 23
14 JPMorgan Chase & Co 2.53M (1.00%) 35.43K
Increased by +1.40%
Sep 30, 23
15 Northern Trust Corp 2.40M (0.95%) 114.98K
Increased by +4.78%
Sep 30, 23
16 Nuveen Asset Management, LLC 2.15M (0.85%) 156.10K
Increased by +7.26%
Sep 30, 23
17 Amundi 2.06M (0.81%) 647.06K
Increased by +31.41%
Sep 30, 23
18 Massachusetts Financial Services Company 1.83M (0.72%) -304.72K
Decreased by -16.63%
Sep 30, 23
19 Jennison Associates LLC 1.79M (0.71%) 430.31K
Increased by +24.00%
Sep 30, 23
20 Legal & General Group PLC 1.76M (0.69%) -70.45K
Decreased by -4.01%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.28M (2.87%) 8.88K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 6.11M (2.41%) 55.32K
Increased by +0.91%
Nov 30, 23
3 Vanguard Mid Cap Index Institutional 5.28M (2.08%) 5.88K
Increased by +0.11%
Nov 30, 23
4 American Funds Fundamental Invs A 4.73M (1.87%) 97.08K
Increased by +2.05%
Sep 30, 23
5 Capital Group Fundamental Invtrs Comp 4.73M (1.87%) 97.08K
Increased by +2.05%
Sep 30, 23
6 American Funds Growth Fund of Amer A 4.07M (1.60%) 1.06M
Increased by +25.98%
Sep 30, 23
7 Capital Group Growth Fnd of Amer Comp 4.07M (1.60%) 1.06M
Increased by +25.98%
Sep 30, 23
8 SPDR® S&P 500 ETF Trust 3.10M (1.22%) -21.75K
Decreased by -0.70%
Dec 31, 23
9 Fidelity® 500 Index 2.92M (1.15%) 18.59K
Increased by +0.64%
Nov 30, 23
10 Fidelity® Contrafund® 2.84M (1.12%) 156.20K
Increased by +5.50%
Nov 30, 23
11 iShares Core S&P 500 ETF 2.51M (0.99%) 1.50K
Increased by +0.06%
Dec 29, 23
12 AllianceBernstein US L/C Growth Eqty MF 2.29M (0.90%) 15.23K
Increased by +0.67%
Nov 30, 23
13 JPMorgan Large Cap Growth I 2.27M (0.89%) 551.19K
Increased by +24.31%
Nov 30, 23
14 AB Large Cap Growth A 2.18M (0.86%) 770.00
Increased by +0.04%
Nov 30, 23
15 Vanguard Growth Index Investor 2.05M (0.81%) 11.19K
Increased by +0.55%
Nov 30, 23
16 Vanguard Institutional Index I 1.67M (0.66%) -3.67K
Decreased by -0.22%
Nov 30, 23