Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITOT 1000.00%
2 JKE 1000.00%
3 JKD 1000.00%
4 IYY 1000.00%
5 IYW 1000.00%
6 IXN 1000.00%
7 IWY 1000.00%
8 IWV 1000.00%
9 IWL 1000.00%
10 IWF 1000.00%
11 IWB 1000.00%
12 IVW 1000.00%
13 IVV 1000.00%
14 IVRS 1000.00%
15 IUSG 1000.00%
16 ILCG 1000.00%
17 ILCB 1000.00%
18 IGM 1000.00%
19 GLOF 1000.00%
20 PTF 6.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 30.67M (11.38%) 599.11K
Increased by +1.95%
Sep 30, 23
2 Vanguard Group Inc 24.12M (8.95%) -63.00K
Decreased by -0.26%
Sep 30, 23
3 State Street Corporation 11.32M (4.20%) -286.23K
Decreased by -2.53%
Sep 30, 23
4 Massachusetts Financial Services Company 10.99M (4.08%) -1.07M
Decreased by -9.74%
Sep 30, 23
5 FMR Inc 9.82M (3.64%) -182.22K
Decreased by -1.86%
Sep 30, 23
6 Jennison Associates LLC 7.05M (2.62%) 564.09K
Increased by +8.00%
Sep 30, 23
7 T. Rowe Price Associates, Inc. 6.46M (2.40%) 158.83K
Increased by +2.46%
Sep 30, 23
8 Geode Capital Management, LLC 5.93M (2.20%) 426.63K
Increased by +7.19%
Sep 30, 23
9 UBS Asset Mgmt Americas Inc 3.09M (1.15%) -60.47K
Decreased by -1.95%
Sep 30, 23
10 Pictet Asset Manangement SA 3.02M (1.12%) 3.02M
Increased by +100.00%
Sep 30, 23
11 Northern Trust Corp 3.00M (1.11%) 158.03K
Increased by +5.27%
Sep 30, 23
12 Morgan Stanley - Brokerage Accounts 2.99M (1.11%) -40.71K
Decreased by -1.36%
Sep 30, 23
13 Franklin Resources Inc 2.97M (1.10%) -10.65K
Decreased by -0.36%
Sep 30, 23
14 JPMorgan Chase & Co 2.94M (1.09%) -74.49K
Decreased by -2.53%
Sep 30, 23
15 AllianceBernstein L.P. 2.75M (1.02%) -147.66K
Decreased by -5.38%
Sep 30, 23
16 HHG PLC 2.40M (0.89%) 40.32K
Increased by +1.68%
Sep 30, 23
17 Arrowstreet Capital Limited Partnership 2.30M (0.85%) -360.81K
Decreased by -15.68%
Sep 30, 23
18 Brown Advisory Holdings Inc 2.26M (0.84%) -35.44K
Decreased by -1.57%
Sep 30, 23
19 Bank of New York Mellon Corp 2.12M (0.79%) -17.99K
Decreased by -0.85%
Sep 30, 23
20 Legal & General Group PLC 2.03M (0.75%) -96.65K
Decreased by -4.76%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 8.52M (3.16%) 10.29K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 6.62M (2.46%) 61.96K
Increased by +0.94%
Nov 30, 23
3 Invesco QQQ Trust 4.98M (1.85%) 11.07K
Increased by +0.22%
Dec 29, 23
4 SPDR® S&P 500 ETF Trust 3.35M (1.24%) -23.51K
Decreased by -0.70%
Dec 31, 23
5 Fidelity® 500 Index 3.17M (1.18%) 20.16K
Increased by +0.64%
Nov 30, 23
6 iShares Core S&P 500 ETF 2.71M (1.01%) 1.62K
Increased by +0.06%
Dec 29, 23
7 MFS Growth B 2.66M (0.99%) 73.44K
Increased by +2.76%
Nov 30, 23
8 MFS Growth Equity 2.62M (0.97%) -14.26K
Decreased by -0.54%
Sep 30, 23
9 Vanguard Growth Index Investor 2.39M (0.89%) 13.12K
Increased by +0.55%
Nov 30, 23
10 UBS: Global Equity 2.33M (0.86%) 0.00
Increased by 0.00%
Sep 30, 23
11 Franklin DynaTech A 2.30M (0.85%) 0.00
Increased by 0.00%
Nov 30, 23
12 Franklin DynaTech Fund A 2.30M (0.85%) 0.00
Increased by 0.00%
Nov 30, 23
13 Franklin Innovation Composite 2.30M (0.85%) 0.00
Increased by 0.00%
Sep 30, 23
14 MFS International Intrinsic Value A 2.25M (0.84%) -193.97K
Decreased by -8.61%
Nov 30, 23
15 Fidelity® Contrafund® 2.12M (0.79%) 83.10K
Increased by +3.93%
Nov 30, 23
16 Vanguard Institutional Index I 1.81M (0.67%) -3.79K
Decreased by -0.21%
Nov 30, 23
17 Technology Select Sector SPDR® ETF 1.73M (0.64%) 570.00
Increased by +0.03%
Dec 31, 23
18 Fidelity® Magellan® 1.67M (0.62%) -1.10K
Decreased by -0.07%
Nov 30, 23
19 MFS Mid Cap Growth A 1.55M (0.57%) 0.00
Increased by 0.00%
Nov 30, 23
20 MFS Mid Cap Growth Equity 1.55M (0.57%) -716.71K
Decreased by -46.32%
Sep 30, 23