Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 40.26M (9.93%) -273.44K
Decreased by -0.68%
Sep 30, 23
2 BlackRock Inc 31.51M (7.77%) -172.75K
Decreased by -0.55%
Sep 30, 23
3 Capital World Investors 28.31M (6.98%) 490.21K
Increased by +1.73%
Sep 30, 23
4 Capital Research & Mgmt Co - Division 3 22.32M (5.50%) -586.06K
Decreased by -2.63%
Sep 30, 23
5 Capital Research Global Investors 18.04M (4.45%) -1.16M
Decreased by -6.45%
Sep 30, 23
6 State Street Corporation 16.55M (4.08%) -388.06K
Decreased by -2.34%
Sep 30, 23
7 Geode Capital Management, LLC 8.69M (2.14%) 84.81K
Increased by +0.98%
Sep 30, 23
8 Bank of America Corp 7.60M (1.87%) -752.25K
Decreased by -9.90%
Sep 30, 23
9 Morgan Stanley - Brokerage Accounts 5.92M (1.46%) -81.00K
Decreased by -1.37%
Sep 30, 23
10 Charles Schwab Investment Management Inc 5.29M (1.31%) -150.44K
Decreased by -2.84%
Sep 30, 23
11 Northern Trust Corp 4.66M (1.15%) 93.61K
Increased by +2.01%
Sep 30, 23
12 Ameriprise Financial Inc 4.32M (1.07%) -186.46K
Decreased by -4.31%
Sep 30, 23
13 JPMorgan Chase & Co 4.32M (1.07%) 1.13M
Increased by +26.09%
Sep 30, 23
14 Nuveen Asset Management, LLC 4.31M (1.06%) 26.73K
Increased by +0.62%
Sep 30, 23
15 Wellington Management Company LLP 4.03M (0.99%) 1.23M
Increased by +30.52%
Sep 30, 23
16 FMR Inc 4.02M (0.99%) 573.83K
Increased by +14.28%
Sep 30, 23
17 Bank of New York Mellon Corp 3.93M (0.97%) -106.68K
Decreased by -2.71%
Sep 30, 23
18 Amvescap Plc. 3.21M (0.79%) 514.12K
Increased by +16.03%
Sep 30, 23
19 Legal & General Group PLC 2.71M (0.67%) -98.50K
Decreased by -3.63%
Sep 30, 23
20 Jennison Associates LLC 2.50M (0.62%) -327.44K
Decreased by -13.09%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 13.91M (3.43%) -871.66K
Decreased by -6.27%
Nov 30, 23
2 American Funds Washington Mutual A 11.28M (2.78%) -506.90K
Decreased by -4.49%
Sep 30, 23
3 Capital Group Wash Mutual Invtrs Comp 11.28M (2.78%) -506.90K
Decreased by -4.49%
Sep 30, 23
4 Vanguard Institutional 500 Index Trust 10.70M (2.64%) 731.62K
Increased by +6.84%
Nov 30, 23
5 Invesco QQQ Trust 8.54M (2.11%) 19.00K
Increased by +0.22%
Dec 29, 23
6 American Funds American Balanced A 8.20M (2.02%) 113.01K
Increased by +1.38%
Sep 30, 23
7 American Funds Growth Fund of Amer A 7.78M (1.92%) -177.28K
Decreased by -2.28%
Sep 30, 23
8 Capital Group Growth Fnd of Amer Comp 7.78M (1.92%) -177.28K
Decreased by -2.28%
Sep 30, 23
9 American Funds Fundamental Invs A 7.28M (1.79%) -33.41K
Decreased by -0.46%
Sep 30, 23
10 Capital Group Fundamental Invtrs Comp 7.28M (1.79%) -33.41K
Decreased by -0.46%
Sep 30, 23
11 American Funds Invmt Co of Amer A 6.26M (1.54%) -512.10K
Decreased by -8.18%
Sep 30, 23
12 Capital Group Investment Co of Amer Comp 6.26M (1.54%) -512.10K
Decreased by -8.18%
Sep 30, 23
13 SPDR® S&P 500 ETF Trust 5.41M (1.33%) -37.96K
Decreased by -0.70%
Dec 31, 23
14 Fidelity® 500 Index 5.11M (1.26%) 336.03K
Increased by +6.57%
Nov 30, 23
15 American Funds Capital World Gr&Inc A 4.50M (1.11%) -122.66K
Decreased by -2.72%
Sep 30, 23
16 Capital Group World Growth & Inc Cmp 4.50M (1.11%) -122.66K
Decreased by -2.72%
Sep 30, 23
17 iShares Core S&P 500 ETF 4.37M (1.08%) 2.61K
Increased by +0.06%
Dec 29, 23
18 Vanguard Value Index Inv 3.80M (0.94%) -235.86K
Decreased by -6.20%
Nov 30, 23
19 American Funds Capital Income Bldr A 3.69M (0.91%) -204.80K
Decreased by -5.56%
Sep 30, 23
20 American Funds Income Fund of Amer A 3.27M (0.81%) -105.00K
Decreased by -3.21%
Sep 30, 23