Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research Global Investors 14.34M (13.23%) 4.34M
Increased by +30.29%
Sep 30, 23
2 Vanguard Group Inc 12.72M (11.74%) 323.86K
Increased by +2.55%
Sep 30, 23
3 Capital Research & Mgmt Co - Division 3 11.01M (10.15%) 6.04M
Increased by +54.89%
Sep 30, 23
4 Wellington Management Company LLP 7.23M (6.67%) -290.78K
Decreased by -4.02%
Sep 30, 23
5 Dodge & Cox 6.96M (6.42%) -62.45K
Decreased by -0.90%
Sep 30, 23
6 BlackRock Inc 6.77M (6.25%) -39.05K
Decreased by -0.58%
Sep 30, 23
7 FMR Inc 6.34M (5.85%) 570.50K
Increased by +9.00%
Sep 30, 23
8 State Street Corporation 4.36M (4.02%) -190.97K
Decreased by -4.38%
Sep 30, 23
9 Capital World Investors 4.29M (3.95%) 4.29M
Increased by +100.00%
Sep 30, 23
10 Amvescap Plc. 3.02M (2.79%) 230.28K
Increased by +7.62%
Sep 30, 23
11 Geode Capital Management, LLC 2.15M (1.98%) 47.14K
Increased by +2.19%
Sep 30, 23
12 Wells Fargo & Co 2.05M (1.89%) 167.08K
Increased by +8.17%
Sep 30, 23
13 Harris Associates L.P. 1.87M (1.73%) 78.65K
Increased by +4.20%
Sep 30, 23
14 Nuveen Asset Management, LLC 1.32M (1.22%) -34.57K
Decreased by -2.62%
Sep 30, 23
15 GMT Capital Corp 1.25M (1.16%) 0.00
Increased by 0.00%
Sep 30, 23
16 Bank of New York Mellon Corp 1.20M (1.10%) -22.12K
Decreased by -1.85%
Sep 30, 23
17 Morgan Stanley - Brokerage Accounts 1.07M (0.98%) -299.76K
Decreased by -28.09%
Sep 30, 23
18 Lyrical Asset Management LP 1.02M (0.95%) -55.42K
Decreased by -5.41%
Sep 30, 23
19 Dimensional Fund Advisors, Inc. 953.02K (0.88%) -69.22K
Decreased by -7.26%
Sep 30, 23
20 Balyasny Asset Management LLC 938.97K (0.87%) 938.97K
Increased by +100.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Invmt Co of Amer A 7.37M (6.80%) 1.57M
Increased by +21.27%
Sep 30, 23
2 Capital Group Investment Co of Amer Comp 7.37M (6.80%) 1.57M
Increased by +21.27%
Sep 30, 23
3 American Funds Washington Mutual A 6.97M (6.43%) 5.30M
Increased by +76.03%
Sep 30, 23
4 Capital Group Wash Mutual Invtrs Comp 6.97M (6.43%) 5.30M
Increased by +76.03%
Sep 30, 23
5 American Funds Growth Fund of Amer A 6.83M (6.30%) 2.92M
Increased by +42.70%
Sep 30, 23
6 Capital Group Growth Fnd of Amer Comp 6.83M (6.30%) 2.92M
Increased by +42.70%
Sep 30, 23
7 Dodge & Cox Stock I 4.44M (4.10%) 4.42M
Increased by +99.53%
Sep 30, 23
8 Vanguard Total Stock Mkt Idx Inv 3.24M (2.99%) 3.53K
Increased by +0.11%
Nov 30, 23
9 Vanguard Institutional 500 Index Trust 2.44M (2.25%) 22.99K
Increased by +0.94%
Nov 30, 23
10 Vanguard Mid Cap Index Institutional 2.35M (2.17%) 1.45K
Increased by +0.06%
Nov 30, 23
11 American Funds Fundamental Invs A 1.89M (1.75%) 809.73K
Increased by +42.76%
Sep 30, 23
12 Capital Group Fundamental Invtrs Comp 1.89M (1.75%) 809.73K
Increased by +42.76%
Sep 30, 23
13 Vanguard Equity-Income Inv 1.78M (1.64%) -135.94K
Decreased by -7.63%
Sep 30, 23
14 Hartford Dividend and Growth Y 1.65M (1.52%) 0.00
Increased by 0.00%
Nov 30, 23
15 Oakmark Investor 1.53M (1.41%) 59.20K
Increased by +3.86%
Sep 30, 23
16 SPDR® S&P 500 ETF Trust 1.24M (1.14%) 9.79K
Increased by +0.79%
Dec 29, 23
17 Capital Group AMCAP Composite 1.18M (1.09%) 411.04K
Increased by +34.80%
Sep 30, 23
18 VA CollegeAmerica Amcap 529A 1.18M (1.09%) 411.04K
Increased by +34.80%
Sep 30, 23
19 Fidelity® 500 Index 1.17M (1.08%) 7.42K
Increased by +0.64%
Nov 30, 23
20 American Funds New Perspective A 1.13M (1.05%) 1.13M
Increased by +100.00%
Sep 30, 23