Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 34.48M (12.24%) -301.72K
Decreased by -0.88%
Sep 30, 23
2 BlackRock Inc 28.85M (10.24%) -262.34K
Decreased by -0.91%
Sep 30, 23
3 Capital Research Global Investors 22.61M (8.02%) 9.63K
Increased by +0.04%
Sep 30, 23
4 State Street Corporation 21.31M (7.56%) -10.44M
Decreased by -49.00%
Sep 30, 23
5 Clarkston Capital Partners, LLC 6.96M (2.47%) -126.19K
Decreased by -1.81%
Sep 30, 23
6 Amvescap Plc. 6.56M (2.33%) 415.51K
Increased by +6.33%
Sep 30, 23
7 Geode Capital Management, LLC 6.19M (2.20%) 116.98K
Increased by +1.89%
Sep 30, 23
8 ProShare Advisors LLC 6.18M (2.19%) -305.54K
Decreased by -4.94%
Sep 30, 23
9 Amundi 5.05M (1.79%) 17.29K
Increased by +0.34%
Sep 30, 23
10 Morgan Stanley - Brokerage Accounts 3.89M (1.38%) 115.10K
Increased by +2.96%
Sep 30, 23
11 Bank of New York Mellon Corp 3.14M (1.12%) -74.46K
Decreased by -2.37%
Sep 30, 23
12 Northern Trust Corp 3.05M (1.08%) 202.29K
Increased by +6.62%
Sep 30, 23
13 Goldman Sachs Group Inc 2.95M (1.05%) 240.77K
Increased by +8.17%
Sep 30, 23
14 Dimensional Fund Advisors, Inc. 2.91M (1.03%) -184.90K
Decreased by -6.35%
Sep 30, 23
15 Royal Bank of Canada 2.66M (0.94%) -3.34K
Decreased by -0.13%
Sep 30, 23
16 Legal & General Group PLC 2.09M (0.74%) -91.66K
Decreased by -4.38%
Sep 30, 23
17 Charles Schwab Investment Management Inc 1.84M (0.65%) 14.90K
Increased by +0.81%
Sep 30, 23
18 Barclays PLC 1.75M (0.62%) 1.02M
Increased by +57.99%
Sep 30, 23
19 Gallagher Fiduciary Advisors, LLC 1.69M (0.60%) -7.50K
Decreased by -0.44%
Sep 30, 23
20 UBS Asset Mgmt Americas Inc 1.53M (0.54%) 295.32K
Increased by +19.27%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American Mutual A 13.04M (4.63%) -27.14K
Decreased by -0.21%
Sep 30, 23
2 Capital Group American Mutual Comp 13.04M (4.63%) -27.14K
Decreased by -0.21%
Sep 30, 23
3 Vanguard Total Stock Mkt Idx Inv 9.39M (3.33%) 10.86K
Increased by +0.12%
Nov 30, 23
4 ProShares S&P 500 Dividend Aristocrats 6.97M (2.48%) 0.00
Increased by 0.00%
Dec 29, 23
5 Vanguard Institutional 500 Index Trust 6.92M (2.46%) 54.19K
Increased by +0.78%
Nov 30, 23
6 Vanguard Mid Cap Index Institutional 6.81M (2.42%) 1.77K
Increased by +0.03%
Nov 30, 23
7 iShares Select Dividend ETF 6.61M (2.35%) -4.09K
Decreased by -0.06%
Dec 29, 23
8 American Funds Income Fund of Amer A 5.55M (1.97%) 0.00
Increased by 0.00%
Sep 30, 23
9 Clarkston Capital SMID Composite 4.53M (1.61%) -22.84K
Decreased by -0.50%
Sep 30, 23
10 SPDR® S&P Dividend ETF 4.40M (1.56%) 0.00
Increased by 0.00%
Dec 31, 23
11 American Funds Capital Income Bldr A 3.80M (1.35%) 0.00
Increased by 0.00%
Sep 30, 23
12 Invesco S&P 500® Equal Weight ETF 3.70M (1.31%) 0.00
Increased by 0.00%
Dec 29, 23
13 SPDR® S&P 500 ETF Trust 3.53M (1.25%) -24.38K
Decreased by -0.69%
Dec 31, 23
14 Fidelity® 500 Index 3.31M (1.18%) 21.11K
Increased by +0.64%
Nov 30, 23
15 SPDR® Portfolio S&P 500 High Div ETF 2.94M (1.04%) 4.23K
Increased by +0.14%
Dec 29, 23
16 iShares Core S&P 500 ETF 2.81M (1.00%) 1.68K
Increased by +0.06%
Dec 29, 23
17 Vanguard Value Index Inv 2.56M (0.91%) 248.00
Increased by +0.01%
Nov 30, 23
18 Vanguard Mid-Cap Value ETF 2.41M (0.86%) -10.03K
Decreased by -0.42%
Nov 30, 23
19 Vanguard Institutional Index I 1.89M (0.67%) -6.38K
Decreased by -0.34%
Nov 30, 23
20 Financial Select Sector SPDR® ETF 1.85M (0.66%) 3.77K
Increased by +0.20%
Dec 31, 23