Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 122.45M (12.76%) -427.85K
Decreased by -0.35%
Sep 30, 23
2 BlackRock Inc 95.78M (9.98%) 1.01M
Increased by +1.06%
Sep 30, 23
3 Capital World Investors 76.40M (7.96%) -475.49K
Decreased by -0.62%
Sep 30, 23
4 State Street Corporation 67.68M (7.05%) 1.20M
Increased by +1.78%
Sep 30, 23
5 Capital Research Global Investors 63.20M (6.58%) -27.71M
Decreased by -43.85%
Sep 30, 23
6 Dodge & Cox 42.64M (4.44%) -1.24M
Decreased by -2.92%
Sep 30, 23
7 JPMorgan Chase & Co 40.61M (4.23%) -12.02M
Decreased by -29.61%
Sep 30, 23
8 Geode Capital Management, LLC 22.59M (2.35%) 376.43K
Increased by +1.67%
Sep 30, 23
9 Fidelity International Ltd 19.47M (2.03%) -1.72M
Decreased by -8.85%
Sep 30, 23
10 FMR Inc 16.08M (1.68%) 2.32M
Increased by +14.41%
Sep 30, 23
11 Amundi 15.05M (1.57%) 1.06M
Increased by +7.07%
Sep 30, 23
12 T. Rowe Price Associates, Inc. 12.77M (1.33%) 1.39M
Increased by +10.92%
Sep 30, 23
13 Northern Trust Corp 9.82M (1.02%) 379.38K
Increased by +3.86%
Sep 30, 23
14 Bank of New York Mellon Corp 9.62M (1.00%) -226.48K
Decreased by -2.35%
Sep 30, 23
15 Morgan Stanley - Brokerage Accounts 9.45M (0.98%) 745.51K
Increased by +7.89%
Sep 30, 23
16 AllianceBernstein L.P. 9.34M (0.97%) -230.94K
Decreased by -2.47%
Sep 30, 23
17 abrdn PLC 9.26M (0.97%) -345.18K
Decreased by -3.73%
Sep 30, 23
18 Deutsche Bank AG 8.07M (0.84%) -467.01K
Decreased by -5.79%
Sep 30, 23
19 Amvescap Plc. 8.04M (0.84%) 829.25K
Increased by +10.31%
Sep 30, 23
20 Legal & General Group PLC 7.47M (0.78%) -232.44K
Decreased by -3.11%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Invmt Co of Amer A 36.36M (3.79%) -11.19M
Decreased by -30.79%
Sep 30, 23
2 Capital Group Investment Co of Amer Comp 36.36M (3.79%) -11.19M
Decreased by -30.79%
Sep 30, 23
3 Vanguard Total Stock Mkt Idx Inv 31.64M (3.30%) 74.80K
Increased by +0.24%
Nov 30, 23
4 Dodge & Cox Stock I 30.30M (3.16%) 30.15M
Increased by +99.50%
Sep 30, 23
5 Vanguard Institutional 500 Index Trust 24.61M (2.56%) 221.64K
Increased by +0.90%
Nov 30, 23
6 Energy Select Sector SPDR® ETF 24.52M (2.55%) -48.45K
Decreased by -0.20%
Dec 29, 23
7 Vanguard Mid Cap Index Institutional 22.95M (2.39%) 29.20K
Increased by +0.13%
Nov 30, 23
8 American Funds Washington Mutual A 19.10M (1.99%) -51.81K
Decreased by -0.27%
Sep 30, 23
9 Capital Group Wash Mutual Invtrs Comp 19.10M (1.99%) -51.81K
Decreased by -0.27%
Sep 30, 23
10 Invesco QQQ Trust 18.40M (1.92%) 40.95K
Increased by +0.22%
Dec 29, 23
11 American Funds Growth Fund of Amer A 15.36M (1.60%) -51.45K
Decreased by -0.34%
Sep 30, 23
12 Capital Group Growth Fnd of Amer Comp 15.36M (1.60%) -51.45K
Decreased by -0.34%
Sep 30, 23
13 JPMorgan US Equity L 14.78M (1.54%) 2.32M
Increased by +15.68%
Nov 30, 23
14 American Funds American Balanced A 13.50M (1.41%) 0.00
Increased by 0.00%
Sep 30, 23
15 SPDR® S&P 500 ETF Trust 12.47M (1.30%) 99.10K
Increased by +0.79%
Dec 29, 23
16 Fidelity® 500 Index 11.77M (1.23%) 74.87K
Increased by +0.64%
Nov 30, 23
17 iShares Core S&P 500 ETF 10.02M (1.04%) 5.98K
Increased by +0.06%
Dec 29, 23
18 American Funds Fundamental Invs A 9.99M (1.04%) -6.16K
Decreased by -0.06%
Sep 30, 23
19 Capital Group Fundamental Invtrs Comp 9.99M (1.04%) -6.16K
Decreased by -0.06%
Sep 30, 23
20 American Funds American Mutual A 8.77M (0.91%) -2.01M
Decreased by -22.89%
Sep 30, 23