Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IVW 1000.00%
2 IDU 1000.00%
3 IGF 1000.00%
4 IUSV 1000.00%
5 IVE 1000.00%
6 IWB 1000.00%
7 IVV 1000.00%
8 ILCB 1000.00%
9 ILCV 1000.00%
10 ITOT 1000.00%
11 JXI 1000.00%
12 JKF 1000.00%
13 JKD 1000.00%
14 IYY 1000.00%
15 IUSG 1000.00%
16 IWY 1000.00%
17 IWX 1000.00%
18 IWV 1000.00%
19 IWL 1000.00%
20 IWF 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 37.09M (11.63%) -1.19M
Decreased by -3.20%
Sep 30, 23
2 Capital Research & Mgmt Co - Division 3 29.43M (9.23%) 1.06M
Increased by +3.60%
Sep 30, 23
3 BlackRock Inc 22.15M (6.95%) 148.98K
Increased by +0.67%
Sep 30, 23
4 FMR Inc 19.60M (6.14%) -42.36K
Decreased by -0.22%
Sep 30, 23
5 T. Rowe Price Associates, Inc. 17.52M (5.49%) 4.36M
Increased by +24.90%
Sep 30, 23
6 State Street Corporation 17.41M (5.46%) -457.84K
Decreased by -2.63%
Sep 30, 23
7 Capital World Investors 11.89M (3.73%) 1.17M
Increased by +9.81%
Sep 30, 23
8 Geode Capital Management, LLC 7.19M (2.25%) 73.62K
Increased by +1.02%
Sep 30, 23
9 Orbis Allan Gray Ltd 6.15M (1.93%) 741.70K
Increased by +12.05%
Sep 30, 23
10 Bank of New York Mellon Corp 6.04M (1.89%) -843.70K
Decreased by -13.98%
Sep 30, 23
11 Putnam Investments LLC 5.84M (1.83%) -162.48K
Decreased by -2.78%
Sep 30, 23
12 Morgan Stanley - Brokerage Accounts 4.28M (1.34%) 144.05K
Increased by +3.36%
Sep 30, 23
13 Capital Research Global Investors 4.09M (1.28%) -74.79K
Decreased by -1.83%
Sep 30, 23
14 Northern Trust Corp 3.37M (1.06%) -6.67K
Decreased by -0.20%
Sep 30, 23
15 Amvescap Plc. 2.23M (0.70%) 161.42K
Increased by +7.23%
Sep 30, 23
16 Southpoint Capital Advisors LP 2.00M (0.63%) -1.00M
Decreased by -50.00%
Sep 30, 23
17 Legal & General Group PLC 1.91M (0.60%) -100.50K
Decreased by -5.25%
Sep 30, 23
18 Wellington Management Company LLP 1.91M (0.60%) -853.89K
Decreased by -44.61%
Sep 30, 23
19 Charles Schwab Investment Management Inc 1.84M (0.58%) 38.24K
Increased by +2.08%
Sep 30, 23
20 Artemis Investment Management LLP 1.78M (0.56%) -785.33K
Decreased by -44.24%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 16.08M (5.04%) -839.92K
Decreased by -5.22%
Sep 30, 23
2 Capital Group Wash Mutual Invtrs Comp 16.08M (5.04%) -839.92K
Decreased by -5.22%
Sep 30, 23
3 Vanguard Total Stock Mkt Idx Inv 10.08M (3.16%) 12.28K
Increased by +0.12%
Nov 30, 23
4 Vanguard Institutional 500 Index Trust 7.84M (2.46%) 69.36K
Increased by +0.89%
Nov 30, 23
5 Vanguard Mid Cap Index Institutional 7.31M (2.29%) 8.62K
Increased by +0.12%
Nov 30, 23
6 American Funds Fundamental Invs A 6.77M (2.12%) 174.03K
Increased by +2.57%
Sep 30, 23
7 Capital Group Fundamental Invtrs Comp 6.77M (2.12%) 174.03K
Increased by +2.57%
Sep 30, 23
8 American Funds American Balanced A 6.38M (2.00%) 1.23M
Increased by +19.31%
Sep 30, 23
9 Invesco QQQ Trust 5.84M (1.83%) 13.00K
Increased by +0.22%
Dec 29, 23
10 Utilities Select Sector SPDR® ETF 4.82M (1.51%) -13.56K
Decreased by -0.28%
Dec 31, 23
11 American Funds American Mutual A 4.02M (1.26%) 1.26M
Increased by +31.44%
Sep 30, 23
12 Capital Group American Mutual Comp 4.02M (1.26%) 1.26M
Increased by +31.44%
Sep 30, 23
13 SPDR® S&P 500 ETF Trust 3.94M (1.23%) -27.59K
Decreased by -0.70%
Dec 31, 23
14 Fidelity® 500 Index 3.75M (1.17%) 23.85K
Increased by +0.64%
Nov 30, 23
15 iShares Core S&P 500 ETF 3.18M (1.00%) 1.90K
Increased by +0.06%
Dec 29, 23
16 American Funds Growth Fund of Amer A 3.10M (0.97%) 190.83K
Increased by +6.16%
Sep 30, 23
17 Capital Group Growth Fnd of Amer Comp 3.10M (0.97%) 190.83K
Increased by +6.16%
Sep 30, 23
18 T. Rowe Price US Value Equity Composite 2.85M (0.89%) 253.54K
Increased by +8.90%
Sep 30, 23
19 T. Rowe Price Value 2.85M (0.89%) 253.54K
Increased by +8.90%
Sep 30, 23
20 Vanguard Value Index Inv 2.75M (0.86%) 5.48K
Increased by +0.20%
Nov 30, 23