Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 41.72M (13.68%) 2.00M
Increased by +4.80%
Sep 30, 23
2 BlackRock Inc 23.90M (7.84%) -390.43K
Decreased by -1.63%
Sep 30, 23
3 State Street Corporation 20.43M (6.70%) -124.59K
Decreased by -0.61%
Sep 30, 23
4 Hotchkis & Wiley Capital Management LLC 18.36M (6.02%) -423.50K
Decreased by -2.31%
Sep 30, 23
5 Harris Associates L.P. 13.34M (4.37%) -36.34K
Decreased by -0.27%
Sep 30, 23
6 Amvescap Plc. 12.33M (4.04%) -679.56K
Decreased by -5.51%
Sep 30, 23
7 Geode Capital Management, LLC 7.10M (2.33%) 100.23K
Increased by +1.41%
Sep 30, 23
8 Smead Capital Management Inc 4.61M (1.51%) 167.93K
Increased by +3.64%
Sep 30, 23
9 Bank of America Corp 4.43M (1.45%) 151.16K
Increased by +3.41%
Sep 30, 23
10 Morgan Stanley - Brokerage Accounts 4.13M (1.35%) 527.25K
Increased by +12.78%
Sep 30, 23
11 Northern Trust Corp 3.99M (1.31%) -65.68K
Decreased by -1.65%
Sep 30, 23
12 UBS Asset Mgmt Americas Inc 3.65M (1.20%) 460.13K
Increased by +12.62%
Sep 30, 23
13 Pacer Advisors, INC. 3.10M (1.02%) -1.54M
Decreased by -49.79%
Sep 30, 23
14 Bank of New York Mellon Corp 2.97M (0.97%) -85.72K
Decreased by -2.89%
Sep 30, 23
15 MENORA MIVTACHIM HOLDINGS LIMITED 2.83M (0.93%) 790.00K
Increased by +27.92%
Sep 30, 23
16 LSV Asset Management 2.83M (0.93%) -325.85K
Decreased by -11.52%
Sep 30, 23
17 ClearBridge Advisors, LLC 2.82M (0.92%) 53.24K
Increased by +1.89%
Sep 30, 23
18 FMR Inc 2.61M (0.86%) -42.32K
Decreased by -1.62%
Sep 30, 23
19 Charles Schwab Investment Management Inc 2.53M (0.83%) 24.18K
Increased by +0.96%
Sep 30, 23
20 Barclays PLC 1.91M (0.63%) -118.53K
Decreased by -6.21%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 UBS: Global Equity 13.41M (4.40%) 4.10M
Increased by +30.55%
Sep 30, 23
2 Vanguard Total Stock Mkt Idx Inv 9.63M (3.16%) 11.46K
Increased by +0.12%
Nov 30, 23
3 Vanguard Windsor™ II Inv 9.09M (2.98%) 0.00
Increased by 0.00%
Sep 30, 23
4 Oakmark Investor 8.08M (2.65%) -300.00K
Decreased by -3.71%
Sep 30, 23
5 Vanguard Small Cap Index 7.96M (2.61%) 32.44K
Increased by +0.41%
Nov 30, 23
6 Vanguard Institutional 500 Index Trust 7.49M (2.46%) 71.78K
Increased by +0.96%
Nov 30, 23
7 Energy Select Sector SPDR® ETF 7.45M (2.44%) -22.59K
Decreased by -0.30%
Dec 31, 23
8 Vanguard Small Cap Value Index Inv 5.53M (1.81%) 15.05K
Increased by +0.27%
Nov 30, 23
9 Smead US Value Composite 4.64M (1.52%) 0.00
Increased by 0.00%
Dec 31, 23
10 Smead Value Investor 4.64M (1.52%) 0.00
Increased by 0.00%
Nov 30, 23
11 SPDR® S&P 500 ETF Trust 3.79M (1.24%) -26.57K
Decreased by -0.70%
Dec 31, 23
12 Fidelity® 500 Index 3.58M (1.17%) 22.79K
Increased by +0.64%
Nov 30, 23
13 Pacer US Cash Cows 100 ETF 3.40M (1.11%) 7.04K
Increased by +0.21%
Nov 30, 23
14 Oakmark Select Investor 3.22M (1.06%) -762.00K
Decreased by -23.67%
Sep 30, 23
15 iShares Core S&P 500 ETF 3.05M (1.00%) 1.82K
Increased by +0.06%
Dec 29, 23
16 Invesco S&P 500® Equal Weight ETF 2.74M (0.90%) 0.00
Increased by 0.00%
Dec 29, 23
17 Vanguard Equity-Income Inv 2.60M (0.85%) 1.22M
Increased by +47.03%
Sep 30, 23
18 SPDR® S&P Oil & Gas Explor & Prodtn ETF 2.48M (0.81%) -28.38K
Decreased by -1.15%
Dec 31, 23
19 Vanguard Institutional Index I 2.05M (0.67%) -6.89K
Decreased by -0.34%
Nov 30, 23
20 Invesco S&P 500 GARP ETF 1.87M (0.61%) 6.67K
Increased by +0.36%
Dec 29, 23