Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ILCV 1000.00%
2 JKF 1000.00%
3 JKE 1000.00%
4 ILCG 1000.00%
5 JKD 1000.00%
6 IYY 1000.00%
7 IYH 1000.00%
8 IXJ 1000.00%
9 IWX 1000.00%
10 IWV 1000.00%
11 IWL 1000.00%
12 IWD 1000.00%
13 IHI 1000.00%
14 IWB 1000.00%
15 ILCB 1000.00%
16 IVW 1000.00%
17 IVV 1000.00%
18 IVE 1000.00%
19 IUSV 1000.00%
20 IUSG 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 129.31M (8.85%) -8.19M
Decreased by -6.33%
Sep 30, 23
2 FMR Inc 125.92M (8.62%) 8.05M
Increased by +6.39%
Sep 30, 23
3 Vanguard Group Inc 123.77M (8.47%) 1.53M
Increased by +1.23%
Sep 30, 23
4 Massachusetts Financial Services Company 62.53M (4.28%) -6.60M
Decreased by -10.56%
Sep 30, 23
5 State Street Corporation 61.95M (4.24%) -1.25M
Decreased by -2.01%
Sep 30, 23
6 Wellington Management Company LLP 42.08M (2.88%) 2.34M
Increased by +5.55%
Sep 30, 23
7 PRIMECAP Management Company 37.36M (2.56%) -73.81K
Decreased by -0.20%
Sep 30, 23
8 Geode Capital Management, LLC 27.00M (1.85%) 948.20K
Increased by +3.51%
Sep 30, 23
9 Bank of America Corp 25.29M (1.73%) -1.29M
Decreased by -5.12%
Sep 30, 23
10 JPMorgan Chase & Co 24.10M (1.65%) 940.53K
Increased by +3.90%
Sep 30, 23
11 Bollard Group LLC 23.34M (1.60%) -330.36K
Decreased by -1.42%
Sep 30, 23
12 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 22.30M (1.53%) 806.03K
Increased by +3.61%
Sep 30, 23
13 Morgan Stanley - Brokerage Accounts 21.20M (1.45%) 481.89K
Increased by +2.27%
Sep 30, 23
14 Citadel Advisors Llc 21.16M (1.45%) 5.70M
Increased by +26.94%
Sep 30, 23
15 HHG PLC 20.56M (1.41%) 688.37K
Increased by +3.35%
Sep 30, 23
16 Artisan Partners Limited Partnership 17.81M (1.22%) -1.22M
Decreased by -6.85%
Sep 30, 23
17 Bank of New York Mellon Corp 17.21M (1.18%) 51.29K
Increased by +0.30%
Sep 30, 23
18 Goldman Sachs Group Inc 16.62M (1.14%) -2.15M
Decreased by -12.95%
Sep 30, 23
19 Amvescap Plc. 14.86M (1.02%) 211.73K
Increased by +1.42%
Sep 30, 23
20 Amundi 14.80M (1.01%) -1.89M
Decreased by -12.73%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 45.89M (3.14%) 55.06K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 35.69M (2.44%) 332.47K
Increased by +0.93%
Nov 30, 23
3 Vanguard PRIMECAP Inv 25.75M (1.76%) 50.00K
Increased by +0.19%
Sep 30, 23
4 Vanguard Health Care Inv 18.54M (1.27%) -1.33M
Decreased by -7.15%
Sep 30, 23
5 SPDR® S&P 500 ETF Trust 18.06M (1.24%) -126.87K
Decreased by -0.70%
Dec 31, 23
6 Fidelity® 500 Index 17.06M (1.17%) 108.58K
Increased by +0.64%
Nov 30, 23
7 iShares Core S&P 500 ETF 14.58M (1.00%) 8.71K
Increased by +0.06%
Dec 29, 23
8 Select Medical Tech and Devcs 14.00M (0.96%) -600.00K
Decreased by -4.29%
Nov 30, 23
9 MFS Growth Equity 13.99M (0.96%) -76.22K
Decreased by -0.54%
Sep 30, 23
10 MFS Growth B 13.81M (0.94%) 0.00
Increased by 0.00%
Nov 30, 23
11 Vanguard Growth Index Investor 12.90M (0.88%) 70.21K
Increased by +0.54%
Nov 30, 23
12 Fidelity Select Health Care 12.00M (0.82%) 0.00
Increased by 0.00%
Nov 30, 23
13 Select Health Care 12.00M (0.82%) 50.00K
Increased by +0.42%
Oct 31, 23
14 Health Care Select Sector SPDR® ETF 10.88M (0.74%) -7.90K
Decreased by -0.07%
Dec 31, 23
15 Janus Henderson Enterprise D 10.43M (0.71%) -35.35K
Decreased by -0.34%
Sep 30, 23
16 Janus Inst Mid Cap Growth CF 10.43M (0.71%) -35.35K
Decreased by -0.34%
Sep 30, 23
17 Vanguard Institutional Index I 9.76M (0.67%) -21.61K
Decreased by -0.22%
Nov 30, 23
18 MFS Large Cap Value Equity 8.95M (0.61%) -2.07M
Decreased by -23.10%
Sep 30, 23
19 BGF World Healthscience A2 8.42M (0.58%) 0.00
Increased by 0.00%
Nov 30, 23
20 MFS Value A 7.99M (0.55%) -909.36K
Decreased by -11.38%
Nov 30, 23