Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IMCV 1000.00%
2 JKI 1000.00%
3 JKG 1000.00%
4 JKF 1000.00%
5 JKE 1000.00%
6 JKD 1000.00%
7 IYY 1000.00%
8 IWX 1000.00%
9 IWV 1000.00%
10 IWL 1000.00%
11 IWD 1000.00%
12 IWB 1000.00%
13 IVW 1000.00%
14 IVV 1000.00%
15 IVE 1000.00%
16 IUSV 1000.00%
17 IUSG 1000.00%
18 ITOT 1000.00%
19 IMCG 1000.00%
20 IMCB 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 93.78M (11.98%) -423.28K
Decreased by -0.45%
Sep 30, 23
2 Capital Research Global Investors 89.87M (11.48%) 6.69M
Increased by +7.44%
Sep 30, 23
3 Capital Research & Mgmt Co - Division 3 80.62M (10.30%) 2.48M
Increased by +3.08%
Sep 30, 23
4 Capital World Investors 80.54M (10.29%) -216.32K
Decreased by -0.27%
Sep 30, 23
5 BlackRock Inc 59.77M (7.64%) -1.06M
Decreased by -1.77%
Sep 30, 23
6 State Street Corporation 32.67M (4.17%) -864.13K
Decreased by -2.64%
Sep 30, 23
7 Geode Capital Management, LLC 18.17M (2.32%) 391.36K
Increased by +2.15%
Sep 30, 23
8 T. Rowe Price Associates, Inc. 15.82M (2.02%) -2.81M
Decreased by -17.76%
Sep 30, 23
9 Nuveen Asset Management, LLC 15.24M (1.95%) -677.46K
Decreased by -4.45%
Sep 30, 23
10 Dodge & Cox 14.51M (1.85%) -157.22K
Decreased by -1.08%
Sep 30, 23
11 Fisher Asset Management, LLC 13.00M (1.66%) 447.21K
Increased by +3.44%
Sep 30, 23
12 Fiera Capital Corporation 10.26M (1.31%) -1.09M
Decreased by -10.65%
Sep 30, 23
13 Morgan Stanley - Brokerage Accounts 9.25M (1.18%) -157.90K
Decreased by -1.71%
Sep 30, 23
14 Northern Trust Corp 8.94M (1.14%) 289.97K
Increased by +3.24%
Sep 30, 23
15 Bank of New York Mellon Corp 6.72M (0.86%) -148.21K
Decreased by -2.21%
Sep 30, 23
16 FMR Inc 6.67M (0.85%) 1.03M
Increased by +15.50%
Sep 30, 23
17 Dimensional Fund Advisors, Inc. 5.74M (0.73%) -1.19M
Decreased by -20.64%
Sep 30, 23
18 Legal & General Group PLC 5.62M (0.72%) -233.07K
Decreased by -4.15%
Sep 30, 23
19 UBS Asset Mgmt Americas Inc 5.34M (0.68%) 321.13K
Increased by +6.01%
Sep 30, 23
20 Bank of America Corp 4.97M (0.64%) 170.14K
Increased by +3.42%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 50.47M (6.45%) 536.87K
Increased by +1.06%
Sep 30, 23
2 Capital Group Growth Fnd of Amer Comp 50.47M (6.45%) 536.87K
Increased by +1.06%
Sep 30, 23
3 American Funds Invmt Co of Amer A 30.42M (3.89%) -55.40K
Decreased by -0.18%
Sep 30, 23
4 Capital Group Investment Co of Amer Comp 30.42M (3.89%) -55.40K
Decreased by -0.18%
Sep 30, 23
5 American Funds American Balanced A 26.90M (3.44%) 275.15K
Increased by +1.02%
Sep 30, 23
6 Vanguard Total Stock Mkt Idx Inv 26.25M (3.35%) 31.87K
Increased by +0.12%
Nov 30, 23
7 American Funds Fundamental Invs A 25.65M (3.28%) 698.73K
Increased by +2.72%
Sep 30, 23
8 Capital Group Fundamental Invtrs Comp 25.65M (3.28%) 698.73K
Increased by +2.72%
Sep 30, 23
9 Vanguard Institutional 500 Index Trust 20.41M (2.61%) 179.77K
Increased by +0.88%
Nov 30, 23
10 American Funds New Perspective A 19.83M (2.53%) 0.00
Increased by 0.00%
Sep 30, 23
11 Capital Group New Perspective Comp 19.83M (2.53%) 0.00
Increased by 0.00%
Sep 30, 23
12 Vanguard Mid Cap Index Institutional 19.04M (2.43%) 22.81K
Increased by +0.12%
Nov 30, 23
13 American Funds Capital World Gr&Inc A 17.44M (2.23%) -80.54K
Decreased by -0.46%
Sep 30, 23
14 Capital Group World Growth & Inc Cmp 17.44M (2.23%) -80.54K
Decreased by -0.46%
Sep 30, 23
15 American Funds American Mutual A 16.19M (2.07%) 4.70M
Increased by +29.01%
Sep 30, 23
16 Capital Group American Mutual Comp 16.19M (2.07%) 4.70M
Increased by +29.01%
Sep 30, 23
17 Capital Group AMCAP Composite 13.26M (1.69%) 704.08K
Increased by +5.31%
Sep 30, 23
18 VA CollegeAmerica Amcap 529A 13.26M (1.69%) 704.08K
Increased by +5.31%
Sep 30, 23
19 Dodge & Cox Stock I 10.69M (1.37%) 10.64M
Increased by +99.50%
Sep 30, 23
20 SPDR® S&P 500 ETF Trust 10.34M (1.32%) -72.71K
Decreased by -0.70%
Dec 31, 23