Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 32.09M (13.08%) -711.88K
Decreased by -2.22%
Sep 30, 23
2 BlackRock Inc 28.03M (11.43%) -512.90K
Decreased by -1.83%
Sep 30, 23
3 State Street Corporation 14.64M (5.97%) -462.63K
Decreased by -3.16%
Sep 30, 23
4 FMR Inc 5.97M (2.43%) -145.21K
Decreased by -2.43%
Sep 30, 23
5 Arrowstreet Capital Limited Partnership 5.80M (2.36%) 994.61K
Increased by +17.16%
Sep 30, 23
6 Geode Capital Management, LLC 5.49M (2.24%) 61.92K
Increased by +1.13%
Sep 30, 23
7 Morgan Stanley - Brokerage Accounts 4.42M (1.80%) -286.37K
Decreased by -6.48%
Sep 30, 23
8 Ameriprise Financial Inc 4.13M (1.68%) 1.86M
Increased by +45.11%
Sep 30, 23
9 Amvescap Plc. 3.47M (1.41%) -607.55K
Decreased by -17.52%
Sep 30, 23
10 Northern Trust Corp 3.34M (1.36%) 28.41K
Increased by +0.85%
Sep 30, 23
11 Acadian Asset Management LLC 2.54M (1.04%) 1.93M
Increased by +75.95%
Sep 30, 23
12 LSV Asset Management 2.51M (1.02%) -15.00K
Decreased by -0.60%
Sep 30, 23
13 Amundi 2.50M (1.02%) 135.80K
Increased by +5.43%
Sep 30, 23
14 AQR Capital Management LLC 2.50M (1.02%) 19.29K
Increased by +0.77%
Sep 30, 23
15 T. Rowe Price Associates, Inc. 2.44M (1.00%) -771.94K
Decreased by -31.59%
Sep 30, 23
16 Legal & General Group PLC 2.28M (0.93%) -47.07K
Decreased by -2.06%
Sep 30, 23
17 Bank of New York Mellon Corp 2.25M (0.92%) -63.69K
Decreased by -2.83%
Sep 30, 23
18 Pacer Advisors, INC. 2.23M (0.91%) -797.05K
Decreased by -35.74%
Sep 30, 23
19 Nuveen Asset Management, LLC 2.06M (0.84%) 86.45K
Increased by +4.20%
Sep 30, 23
20 Allianz Asset Management AG 2.00M (0.82%) -1.01K
Decreased by -0.05%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.85M (3.20%) 9.47K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 6.20M (2.53%) 58.42K
Increased by +0.94%
Nov 30, 23
3 Vanguard Mid Cap Index Institutional 5.70M (2.32%) 7.19K
Increased by +0.13%
Nov 30, 23
4 SPDR® S&P 500 ETF Trust 3.04M (1.24%) -21.32K
Decreased by -0.70%
Dec 31, 23
5 Fidelity® 500 Index 2.97M (1.21%) 18.88K
Increased by +0.64%
Nov 30, 23
6 BlackRock Equity Dividend Instl 2.90M (1.18%) -125.43K
Decreased by -4.33%
Nov 30, 23
7 Pacer US Cash Cows 100 ETF 2.57M (1.05%) 10.19K
Increased by +0.40%
Dec 29, 23
8 iShares Core S&P 500 ETF 2.46M (1.00%) 1.47K
Increased by +0.06%
Dec 29, 23
9 SPDR® S&P Dividend ETF 2.17M (0.89%) 0.00
Increased by 0.00%
Dec 31, 23
10 Vanguard Value Index Inv 2.15M (0.88%) 3.84K
Increased by +0.18%
Nov 30, 23
11 Vanguard Mid-Cap Value ETF 2.02M (0.82%) -8.99K
Decreased by -0.45%
Nov 30, 23
12 Health Care Select Sector SPDR® ETF 1.83M (0.75%) -1.33K
Decreased by -0.07%
Dec 31, 23
13 Vanguard Institutional Index I 1.70M (0.69%) -2.51K
Decreased by -0.15%
Nov 30, 23
14 ProShares S&P 500 Dividend Aristocrats 1.68M (0.69%) 0.00
Increased by 0.00%
Dec 29, 23
15 Vanguard Dividend Appreciation ETF 1.49M (0.61%) 9.68K
Increased by +0.65%
Nov 30, 23
16 State St S&P 500® Indx SL Cl III 1.18M (0.48%) -39.20K
Decreased by -3.33%
Dec 31, 23
17 Vanguard High Dividend Yield ETF 1.15M (0.47%) -1.98K
Decreased by -0.17%
Nov 30, 23
18 TIAA-CREF Growth & Income Instl 1.09M (0.44%) -6.10K
Decreased by -0.56%
Nov 30, 23
19 Invesco S&P 500® Equal Weight ETF 952.40K (0.39%) 5.12K
Increased by +0.54%
Nov 30, 23
20 Fidelity® Series Large Cap Stock 925.56K (0.38%) -56.50K
Decreased by -6.10%
Nov 30, 23