Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITOT 1000.00%
2 EXI 1000.00%
3 ILCB 1000.00%
4 ILCV 1000.00%
5 JKF 1000.00%
6 IYY 1000.00%
7 IWY 1000.00%
8 IWX 1000.00%
9 IWV 1000.00%
10 IWL 1000.00%
11 IWF 1000.00%
12 IWD 1000.00%
13 IWB 1000.00%
14 IVW 1000.00%
15 IVV 1000.00%
16 IVE 1000.00%
17 JKD 1000.00%
18 IUSV 1000.00%
19 IUSG 1000.00%
20 DFEN 12.67%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 47.61M (8.50%) 356.50K
Increased by +0.75%
Sep 30, 23
2 BlackRock Inc 36.71M (6.55%) -112.74K
Decreased by -0.31%
Sep 30, 23
3 Newport Trust Co. 33.37M (5.96%) -1.19M
Decreased by -3.57%
Sep 30, 23
4 State Street Corporation 25.89M (4.62%) -526.98K
Decreased by -2.04%
Sep 30, 23
5 FMR Inc 19.53M (3.49%) -159.62K
Decreased by -0.82%
Sep 30, 23
6 Capital World Investors 17.50M (3.12%) -809.88K
Decreased by -4.63%
Sep 30, 23
7 Capital Research Global Investors 12.45M (2.22%) 1.34M
Increased by +10.75%
Sep 30, 23
8 Loomis, Sayles & Company LP 10.76M (1.92%) -388.75K
Decreased by -3.61%
Sep 30, 23
9 Geode Capital Management, LLC 10.45M (1.87%) 223.11K
Increased by +2.14%
Sep 30, 23
10 Bank of America Corp 10.24M (1.83%) 2.17M
Increased by +21.15%
Sep 30, 23
11 Morgan Stanley - Brokerage Accounts 8.36M (1.49%) 91.80K
Increased by +1.10%
Sep 30, 23
12 T. Rowe Price Associates, Inc. 7.94M (1.42%) 4.34M
Increased by +54.67%
Sep 30, 23
13 Nuveen Asset Management, LLC 6.82M (1.22%) 615.40K
Increased by +9.03%
Sep 30, 23
14 Northern Trust Corp 4.95M (0.88%) 153.17K
Increased by +3.09%
Sep 30, 23
15 Fisher Asset Management, LLC 4.84M (0.86%) 183.58K
Increased by +3.80%
Sep 30, 23
16 Bank of New York Mellon Corp 4.16M (0.74%) -629.97K
Decreased by -15.16%
Sep 30, 23
17 Amvescap Plc. 3.28M (0.59%) 759.27K
Increased by +23.15%
Sep 30, 23
18 Charles Schwab Investment Management Inc 2.98M (0.53%) -18.36K
Decreased by -0.62%
Sep 30, 23
19 Legal & General Group PLC 2.62M (0.47%) -159.30K
Decreased by -6.07%
Sep 30, 23
20 Wells Fargo & Co 2.49M (0.44%) -122.32K
Decreased by -4.91%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 18.91M (3.38%) 22.74K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 13.82M (2.47%) 127.63K
Increased by +0.92%
Nov 30, 23
3 American Funds Growth Fund of Amer A 7.17M (1.28%) 268.45K
Increased by +3.74%
Sep 30, 23
4 Capital Group Growth Fnd of Amer Comp 7.17M (1.28%) 268.45K
Increased by +3.74%
Sep 30, 23
5 SPDR® S&P 500 ETF Trust 7.00M (1.25%) -49.20K
Decreased by -0.70%
Dec 31, 23
6 Fidelity® 500 Index 6.61M (1.18%) 42.05K
Increased by +0.64%
Nov 30, 23
7 SPDR® Dow Jones Industrial Avrg ETF Tr 5.68M (1.01%) 29.65K
Increased by +0.52%
Dec 31, 23
8 iShares Core S&P 500 ETF 5.66M (1.01%) 3.38K
Increased by +0.06%
Dec 29, 23
9 Vanguard Growth Index Investor 5.31M (0.95%) 29.04K
Increased by +0.55%
Nov 30, 23
10 American Funds Invmt Co of Amer A 5.15M (0.92%) -9.38K
Decreased by -0.18%
Sep 30, 23
11 Capital Group Investment Co of Amer Comp 5.15M (0.92%) -9.38K
Decreased by -0.18%
Sep 30, 23
12 American Funds Washington Mutual A 5.00M (0.89%) 200.40K
Increased by +4.01%
Sep 30, 23
13 Capital Group Wash Mutual Invtrs Comp 5.00M (0.89%) 200.40K
Increased by +4.01%
Sep 30, 23
14 iShares US Aerospace & Defense ETF 4.69M (0.84%) 0.00
Increased by 0.00%
Dec 29, 23
15 American Funds Fundamental Invs A 3.89M (0.69%) 292.73K
Increased by +7.53%
Sep 30, 23
16 Capital Group Fundamental Invtrs Comp 3.89M (0.69%) 292.73K
Increased by +7.53%
Sep 30, 23
17 Vanguard Institutional Index I 3.78M (0.67%) -8.50K
Decreased by -0.23%
Nov 30, 23
18 American Funds American Balanced A 3.19M (0.57%) 0.00
Increased by 0.00%
Sep 30, 23
19 American Funds Capital World Gr&Inc A 2.80M (0.50%) -49.91K
Decreased by -1.79%
Sep 30, 23
20 Capital Group World Growth & Inc Cmp 2.80M (0.50%) -49.91K
Decreased by -1.79%
Sep 30, 23