Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EXI 1000.00%
2 JKD 1000.00%
3 IVE 1000.00%
4 IUSV 1000.00%
5 IUSG 1000.00%
6 ITOT 1000.00%
7 IOO 1000.00%
8 ILCV 1000.00%
9 JKE 1000.00%
10 ILCG 1000.00%
11 ILCB 1000.00%
12 IVW 1000.00%
13 IVV 1000.00%
14 IWB 1000.00%
15 IWY 1000.00%
16 IWX 1000.00%
17 GLOF 1000.00%
18 IWD 1000.00%
19 IWF 1000.00%
20 IWL 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 48.22M (9.49%) -507.61K
Decreased by -1.05%
Sep 30, 23
2 State Street Corporation 37.62M (7.41%) -1.37M
Decreased by -3.64%
Sep 30, 23
3 BlackRock Inc 33.20M (6.54%) -707.28K
Decreased by -2.13%
Sep 30, 23
4 Capital World Investors 28.93M (5.70%) 130.41K
Increased by +0.45%
Sep 30, 23
5 State Farm Mutual Automobile Ins Co 17.76M (3.50%) 0.00
Increased by 0.00%
Sep 30, 23
6 Geode Capital Management, LLC 9.65M (1.90%) 121.96K
Increased by +1.26%
Sep 30, 23
7 Fisher Asset Management, LLC 7.97M (1.57%) 241.63K
Increased by +3.03%
Sep 30, 23
8 Gates Bill & Melinda Foundation 7.35M (1.45%) 0.00
Increased by 0.00%
Sep 30, 23
9 Northern Trust Corp 6.96M (1.37%) 111.38K
Increased by +1.60%
Sep 30, 23
10 Morgan Stanley - Brokerage Accounts 6.83M (1.34%) 47.26K
Increased by +0.69%
Sep 30, 23
11 FMR Inc 6.04M (1.19%) 781.11K
Increased by +12.94%
Sep 30, 23
12 Bank of America Corp 5.16M (1.02%) 1.05M
Increased by +20.40%
Sep 30, 23
13 Bank of New York Mellon Corp 4.31M (0.85%) -431.01K
Decreased by -10.00%
Sep 30, 23
14 Goldman Sachs Group Inc 3.59M (0.71%) 11.26K
Increased by +0.31%
Sep 30, 23
15 Amvescap Plc. 3.07M (0.60%) -366.67K
Decreased by -11.96%
Sep 30, 23
16 Legal & General Group PLC 2.95M (0.58%) -173.01K
Decreased by -5.87%
Sep 30, 23
17 Nuveen Asset Management, LLC 2.93M (0.58%) -134.45K
Decreased by -4.60%
Sep 30, 23
18 Amundi 2.88M (0.57%) -124.68K
Decreased by -4.34%
Sep 30, 23
19 Charles Schwab Investment Management Inc 2.74M (0.54%) -8.17K
Decreased by -0.30%
Sep 30, 23
20 Dimensional Fund Advisors, Inc. 2.70M (0.53%) 84.45K
Increased by +3.13%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers Shareholders First 44.17M (8.70%) 0.00
Increased by 0.00%
Mar 31, 23
2 Vanguard Total Stock Mkt Idx Inv 15.99M (3.15%) 19.24K
Increased by +0.12%
Nov 30, 23
3 Vanguard Institutional 500 Index Trust 12.43M (2.45%) 114.02K
Increased by +0.92%
Nov 30, 23
4 American Funds Washington Mutual A 6.58M (1.30%) -17.86K
Decreased by -0.27%
Sep 30, 23
5 Capital Group Wash Mutual Invtrs Comp 6.58M (1.30%) -17.86K
Decreased by -0.27%
Sep 30, 23
6 SPDR® S&P 500 ETF Trust 6.29M (1.24%) -44.24K
Decreased by -0.70%
Dec 31, 23
7 American Funds Growth Fund of Amer A 6.23M (1.23%) -20.87K
Decreased by -0.34%
Sep 30, 23
8 Capital Group Growth Fnd of Amer Comp 6.23M (1.23%) -20.87K
Decreased by -0.34%
Sep 30, 23
9 Fidelity® 500 Index 5.94M (1.17%) 37.83K
Increased by +0.64%
Nov 30, 23
10 SPDR® Dow Jones Industrial Avrg ETF Tr 5.68M (1.12%) 29.65K
Increased by +0.52%
Dec 31, 23
11 iShares Core S&P 500 ETF 5.08M (1.00%) 3.03K
Increased by +0.06%
Dec 29, 23
12 American Funds New Perspective A 4.53M (0.89%) 0.00
Increased by 0.00%
Sep 30, 23
13 Capital Group New Perspective Comp 4.53M (0.89%) 0.00
Increased by 0.00%
Sep 30, 23
14 American Funds American Balanced A 4.46M (0.88%) 0.00
Increased by 0.00%
Sep 30, 23
15 Vanguard Value Index Inv 4.37M (0.86%) 13.10K
Increased by +0.30%
Nov 30, 23
16 Vanguard Institutional Index I 3.40M (0.67%) -7.47K
Decreased by -0.22%
Nov 30, 23
17 American Funds Fundamental Invs A 3.03M (0.60%) -1.87K
Decreased by -0.06%
Sep 30, 23
18 Capital Group Fundamental Invtrs Comp 3.03M (0.60%) -1.87K
Decreased by -0.06%
Sep 30, 23
19 Vanguard Dividend Appreciation ETF 2.94M (0.58%) 20.00K
Increased by +0.68%
Nov 30, 23
20 State St S&P 500® Indx SL Cl III 2.44M (0.48%) -1.00K
Decreased by -0.04%
Dec 31, 23