Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 57.63M (12.13%) -764.46K
Decreased by -1.33%
Sep 30, 23
2 BlackRock Inc 42.35M (8.91%) -1.69M
Decreased by -3.98%
Sep 30, 23
3 T. Rowe Price Associates, Inc. 25.51M (5.37%) 2.65M
Increased by +10.37%
Sep 30, 23
4 State Street Corporation 23.38M (4.92%) -790.31K
Decreased by -3.38%
Sep 30, 23
5 American Century Companies Inc 14.17M (2.98%) 1.74M
Increased by +12.26%
Sep 30, 23
6 Nordea Investment Mgmt Bank Demark A/s 14.07M (2.96%) -662.39K
Decreased by -4.71%
Sep 30, 23
7 Macquarie Group Ltd 12.39M (2.61%) -68.44K
Decreased by -0.55%
Sep 30, 23
8 Geode Capital Management, LLC 10.35M (2.18%) 271.17K
Increased by +2.62%
Sep 30, 23
9 Amvescap Plc. 9.68M (2.04%) 2.62M
Increased by +27.07%
Sep 30, 23
10 LSV Asset Management 8.48M (1.79%) -321.52K
Decreased by -3.79%
Sep 30, 23
11 Morgan Stanley - Brokerage Accounts 7.98M (1.68%) -784.88K
Decreased by -9.84%
Sep 30, 23
12 Federated Hermes Inc 7.10M (1.49%) -442.35K
Decreased by -6.23%
Sep 30, 23
13 Northern Trust Corp 6.00M (1.26%) 220.02K
Increased by +3.67%
Sep 30, 23
14 Bank of America Corp 5.28M (1.11%) -96.95K
Decreased by -1.84%
Sep 30, 23
15 Amundi 5.18M (1.09%) 316.07K
Increased by +6.10%
Sep 30, 23
16 Capital World Investors 4.53M (0.95%) 0.00
Increased by 0.00%
Sep 30, 23
17 Bank of New York Mellon Corp 4.12M (0.87%) -197.18K
Decreased by -4.78%
Sep 30, 23
18 Coho Partners Ltd 4.10M (0.86%) -389.44K
Decreased by -9.49%
Sep 30, 23
19 Canada Pension Plan Investment Board 3.78M (0.80%) -109.70K
Decreased by -2.90%
Sep 30, 23
20 Barclays PLC 3.75M (0.79%) 1.61M
Increased by +43.08%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 14.99M (3.16%) 17.84K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 11.64M (2.45%) 109.02K
Increased by +0.94%
Nov 30, 23
3 Vanguard Mid Cap Index Institutional 10.87M (2.29%) 20.26K
Increased by +0.19%
Nov 30, 23
4 American Century Mid Cap Value Inv 7.29M (1.54%) 1.27M
Increased by +17.41%
Sep 30, 23
5 American Century U.S. Mid Cap Value 7.29M (1.54%) 1.27M
Increased by +17.41%
Sep 30, 23
6 T. Rowe Price Equity Income 7.16M (1.51%) 625.00K
Increased by +8.74%
Sep 30, 23
7 T. Rowe Price US Lg-Cp Equity Inc Comp 7.16M (1.51%) 625.00K
Increased by +8.74%
Sep 30, 23
8 iShares Select Dividend ETF 6.07M (1.28%) -3.76K
Decreased by -0.06%
Dec 29, 23
9 SPDR® S&P 500 ETF Trust 5.86M (1.23%) -41.46K
Decreased by -0.71%
Dec 31, 23
10 Fidelity® 500 Index 5.57M (1.17%) 35.42K
Increased by +0.64%
Nov 30, 23
11 iShares Core S&P 500 ETF 4.76M (1.00%) 2.84K
Increased by +0.06%
Dec 29, 23
12 Federated Hermes Strategic Val Dividend 4.54M (0.96%) -145.00K
Decreased by -3.19%
Sep 30, 23
13 Federated Hermes Strategic Value Div IS 4.54M (0.96%) -145.00K
Decreased by -3.19%
Sep 30, 23
14 American Funds Income Fund of Amer A 4.53M (0.95%) 0.00
Increased by 0.00%
Sep 30, 23
15 Vanguard Mid-Cap Value ETF 3.85M (0.81%) -16.88K
Decreased by -0.44%
Nov 30, 23
16 Vanguard Value Index Inv 3.82M (0.80%) 11.20K
Increased by +0.29%
Nov 30, 23
17 Delaware Value® Inst 3.42M (0.72%) -434.16K
Decreased by -12.71%
Nov 30, 23
18 Consumer Staples Select Sector SPDR® ETF 3.37M (0.71%) -13.67K
Decreased by -0.41%
Dec 31, 23
19 Invesco S&P 500® Equal Weight ETF 3.21M (0.67%) 0.00
Increased by 0.00%
Dec 29, 23
20 Vanguard Institutional Index I 3.19M (0.67%) -10.72K
Decreased by -0.34%
Nov 30, 23