Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IMCV 1000.00%
2 IMCB 1000.00%
3 JKI 1000.00%
4 JKG 1000.00%
5 JKF 1000.00%
6 JKD 1000.00%
7 IYY 1000.00%
8 IYR 1000.00%
9 IWV 1000.00%
10 ILCB 1000.00%
11 IWS 1000.00%
12 IWR 1000.00%
13 ILCV 1000.00%
14 IWD 1000.00%
15 IWB 1000.00%
16 IVV 1000.00%
17 IVE 1000.00%
18 IUSV 1000.00%
19 ITOT 1000.00%
20 ICAP 4.91%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.38M (14.94%) 4.16K
Increased by +0.02%
Sep 30, 23
2 BlackRock Inc 17.70M (11.30%) -704.36K
Decreased by -3.98%
Sep 30, 23
3 State Street Corporation 11.72M (7.49%) -43.78K
Decreased by -0.37%
Sep 30, 23
4 Apg Investments Us Inc 7.44M (4.76%) -82.25K
Decreased by -1.10%
Sep 30, 23
5 Capital Research Global Investors 6.56M (4.19%) 2.56K
Increased by +0.04%
Sep 30, 23
6 JPMorgan Chase & Co 6.32M (4.03%) -1.91M
Decreased by -30.27%
Sep 30, 23
7 Allspring Global Investments Holdings, LLC 4.38M (2.80%) 174.41K
Increased by +3.98%
Sep 30, 23
8 Arnhold & S. Bleichroeder Advisers, LLC 3.75M (2.39%) 9.04K
Increased by +0.24%
Sep 30, 23
9 Geode Capital Management, LLC 3.57M (2.28%) 87.32K
Increased by +2.44%
Sep 30, 23
10 RIMA MANAGEMENT, LLC 3.04M (1.94%) 179.55K
Increased by +5.91%
Sep 30, 23
11 Northern Trust Corp 2.78M (1.78%) 243.25K
Increased by +8.75%
Sep 30, 23
12 Morgan Stanley - Brokerage Accounts 2.48M (1.59%) -409.12K
Decreased by -16.48%
Sep 30, 23
13 Dimensional Fund Advisors, Inc. 2.21M (1.41%) 44.17K
Increased by +2.00%
Sep 30, 23
14 Legal & General Group PLC 2.15M (1.37%) -123.35K
Decreased by -5.74%
Sep 30, 23
15 Charles Schwab Investment Management Inc 1.99M (1.27%) 429.59K
Increased by +21.63%
Sep 30, 23
16 Ameriprise Financial Inc 1.96M (1.25%) 906.07K
Increased by +46.30%
Sep 30, 23
17 Principal Financial Group Inc 1.92M (1.23%) -5.81K
Decreased by -0.30%
Sep 30, 23
18 Amvescap Plc. 1.92M (1.22%) -1.55M
Decreased by -81.08%
Sep 30, 23
19 Goldman Sachs Group Inc 1.83M (1.17%) 133.31K
Increased by +7.29%
Sep 30, 23
20 UBS Asset Mgmt Americas Inc 1.79M (1.14%) 277.50K
Increased by +15.49%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 6.04M (3.86%) -97.81K
Decreased by -1.62%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 4.42M (2.83%) 5.64K
Increased by +0.13%
Nov 30, 23
3 Vanguard Institutional 500 Index Trust 3.52M (2.25%) 37.45K
Increased by +1.06%
Nov 30, 23
4 American Funds Income Fund of Amer A 3.50M (2.24%) 0.00
Increased by 0.00%
Sep 30, 23
5 Allspring Special Mid Cap Value Inst 3.50M (2.23%) 0.00
Increased by 0.00%
Nov 30, 23
6 Allspring Special US Mid Cap Value Eq 3.50M (2.23%) 109.30K
Increased by +3.13%
Sep 30, 23
7 American Funds Capital Income Bldr A 3.00M (1.92%) 0.00
Increased by 0.00%
Sep 30, 23
8 First Eagle Global A 2.47M (1.58%) 0.00
Increased by 0.00%
Nov 30, 23
9 Vanguard Small Cap Index 1.83M (1.17%) 5.62K
Increased by +0.31%
Nov 30, 23
10 SPDR® S&P 500 ETF Trust 1.74M (1.11%) -12.56K
Decreased by -0.72%
Dec 31, 23
11 Fidelity® 500 Index 1.68M (1.07%) 10.70K
Increased by +0.64%
Nov 30, 23
12 Vanguard Mid Cap Index Institutional 1.60M (1.02%) -1.36K
Decreased by -0.08%
Nov 30, 23
13 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 1.51M (0.97%) 142.87K
Increased by +9.43%
Nov 30, 23
14 Invesco S&P 500® Equal Weight ETF 1.48M (0.94%) 0.00
Increased by 0.00%
Dec 29, 23
15 iShares Core S&P 500 ETF 1.44M (0.92%) 860.00
Increased by +0.06%
Dec 29, 23
16 SPDR® Portfolio S&P 500 High Div ETF 1.35M (0.86%) 1.94K
Increased by +0.14%
Dec 29, 23
17 JPM US Mid Cap Value-MA 1.31M (0.83%) 1.30M
Increased by +99.71%
Sep 30, 23
18 JPMorgan Mid Cap Value L 1.31M (0.83%) 0.00
Increased by 0.00%
Nov 30, 23
19 JPM US Mid Cap Value-Composite 1.28M (0.82%) -24.67K
Decreased by -1.92%
Dec 31, 23
20 Vanguard Small Cap Value Index Inv 1.27M (0.81%) 3.77K
Increased by +0.30%
Nov 30, 23