Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 20.00M (13.87%) -75.42K
Decreased by -0.38%
Sep 30, 23
2 Vanguard Group Inc 18.38M (12.74%) 60.66K
Increased by +0.33%
Sep 30, 23
3 BlackRock Inc 14.45M (10.02%) 35.78K
Increased by +0.25%
Sep 30, 23
4 State Street Corporation 6.93M (4.81%) 20.41K
Increased by +0.29%
Sep 30, 23
5 FMR Inc 5.20M (3.60%) -654.19K
Decreased by -12.58%
Sep 30, 23
6 UBS Asset Mgmt Americas Inc 3.50M (2.43%) -575.79K
Decreased by -16.43%
Sep 30, 23
7 Geode Capital Management, LLC 3.26M (2.26%) 51.04K
Increased by +1.57%
Sep 30, 23
8 Fidelity International Ltd 3.00M (2.08%) -113.52K
Decreased by -3.79%
Sep 30, 23
9 Bank of New York Mellon Corp 2.94M (2.04%) 659.47K
Increased by +22.41%
Sep 30, 23
10 Northern Trust Corp 2.76M (1.92%) 75.94K
Increased by +2.75%
Sep 30, 23
11 Dimensional Fund Advisors, Inc. 2.10M (1.45%) -21.91K
Decreased by -1.05%
Sep 30, 23
12 Amvescap Plc. 1.84M (1.28%) -114.23K
Decreased by -6.21%
Sep 30, 23
13 Morgan Stanley - Brokerage Accounts 1.79M (1.24%) -158.18K
Decreased by -8.83%
Sep 30, 23
14 Amundi 1.47M (1.02%) -226.91K
Decreased by -15.48%
Sep 30, 23
15 BMO Capital Markets Corp. 1.44M (1.00%) -216.00K
Decreased by -14.97%
Sep 30, 23
16 Bank of Montreal 1.44M (1.00%) -216.00K
Decreased by -14.97%
Sep 30, 23
17 T. Rowe Price Associates, Inc. 1.42M (0.99%) -296.06K
Decreased by -20.79%
Sep 30, 23
18 Charles Schwab Investment Management Inc 1.35M (0.93%) 14.62K
Increased by +1.09%
Sep 30, 23
19 Nuveen Asset Management, LLC 1.19M (0.82%) 612.17K
Increased by +51.63%
Sep 30, 23
20 Legal & General Group PLC 1.11M (0.77%) -28.84K
Decreased by -2.59%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds New Perspective A 5.35M (3.71%) 0.00
Increased by 0.00%
Sep 30, 23
2 Capital Group New Perspective Comp 5.35M (3.71%) 0.00
Increased by 0.00%
Sep 30, 23
3 UBS: Global Equity 5.01M (3.47%) 0.00
Increased by 0.00%
Sep 30, 23
4 Vanguard Total Stock Mkt Idx Inv 4.72M (3.28%) 5.92K
Increased by +0.13%
Nov 30, 23
5 American Funds Income Fund of Amer A 4.26M (2.96%) 0.00
Increased by 0.00%
Sep 30, 23
6 American Funds Fundamental Invs A 4.15M (2.88%) -108.03K
Decreased by -2.60%
Sep 30, 23
7 Capital Group Fundamental Invtrs Comp 4.15M (2.88%) -108.03K
Decreased by -2.60%
Sep 30, 23
8 Vanguard Small Cap Index 3.90M (2.71%) 16.60K
Increased by +0.43%
Nov 30, 23
9 Vanguard Institutional 500 Index Trust 3.67M (2.55%) 37.91K
Increased by +1.03%
Nov 30, 23
10 American Funds Capital World Gr&Inc A 3.08M (2.13%) -2.34K
Decreased by -0.08%
Sep 30, 23
11 Capital Group World Growth & Inc Cmp 3.08M (2.13%) -2.34K
Decreased by -0.08%
Sep 30, 23
12 Vanguard Small Cap Value Index Inv 2.71M (1.88%) 6.92K
Increased by +0.26%
Nov 30, 23
13 American Funds New World A 1.94M (1.35%) 0.00
Increased by 0.00%
Sep 30, 23
14 SPDR® S&P 500 ETF Trust 1.79M (1.24%) -12.56K
Decreased by -0.70%
Dec 31, 23
15 Fidelity® 500 Index 1.76M (1.22%) 11.17K
Increased by +0.64%
Nov 30, 23
16 iShares Core S&P 500 ETF 1.45M (1.00%) 860.00
Increased by +0.06%
Dec 29, 23
17 FlexShares Mstar Glbl Upstrm Nat Res ETF 1.12M (0.77%) 0.00
Increased by 0.00%
Dec 29, 23
18 UBS (Lux) ES L/T Thms $Q 1.04M (0.72%) -23.00K
Decreased by -2.22%
Nov 30, 23
19 Consumer Staples Select Sector SPDR® ETF 1.02M (0.71%) -3.15K
Decreased by -0.31%
Dec 31, 23
20 Vanguard Institutional Index I 1.00M (0.70%) -3.38K
Decreased by -0.34%
Nov 30, 23