Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 24.63M (12.96%) -667.75K
Decreased by -2.71%
Sep 30, 23
2 BlackRock Inc 21.37M (11.25%) 128.68K
Increased by +0.60%
Sep 30, 23
3 T. Rowe Price Associates, Inc. 13.88M (7.30%) 371.45K
Increased by +2.68%
Sep 30, 23
4 State Street Corporation 9.14M (4.81%) -329.00K
Decreased by -3.60%
Sep 30, 23
5 Amvescap Plc. 5.79M (3.05%) -439.25K
Decreased by -7.59%
Sep 30, 23
6 Bank of New York Mellon Corp 5.21M (2.74%) 1.33M
Increased by +25.50%
Sep 30, 23
7 Geode Capital Management, LLC 4.65M (2.45%) -75.24K
Decreased by -1.62%
Sep 30, 23
8 Capital World Investors 4.61M (2.43%) 138.70K
Increased by +3.01%
Sep 30, 23
9 Northern Trust Corp 3.64M (1.92%) 151.15K
Increased by +4.15%
Sep 30, 23
10 UBS Asset Mgmt Americas Inc 3.26M (1.72%) 2.16M
Increased by +66.30%
Sep 30, 23
11 William Blair Investment Management, LLC 2.89M (1.52%) -3.96K
Decreased by -0.14%
Sep 30, 23
12 Pacer Advisors, INC. 2.87M (1.51%) -64.16K
Decreased by -2.23%
Sep 30, 23
13 FMR Inc 2.81M (1.48%) -1.10M
Decreased by -39.16%
Sep 30, 23
14 Dimensional Fund Advisors, Inc. 2.66M (1.40%) 140.01K
Increased by +5.27%
Sep 30, 23
15 Bank of America Corp 2.63M (1.38%) 670.92K
Increased by +25.50%
Sep 30, 23
16 MENORA MIVTACHIM HOLDINGS LIMITED 2.54M (1.34%) 1.20M
Increased by +47.12%
Sep 30, 23
17 First Trust Advisors L.P. 2.51M (1.32%) -20.99K
Decreased by -0.84%
Sep 30, 23
18 Morgan Stanley - Brokerage Accounts 2.25M (1.19%) -128.52K
Decreased by -5.71%
Sep 30, 23
19 Boston Partners Global Investors, Inc 1.87M (0.99%) 1.87M
Increased by +100.00%
Sep 30, 23
20 Earnest Partners LLC 1.71M (0.90%) 118.31K
Increased by +6.90%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.05M (3.18%) 7.42K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 4.70M (2.47%) 43.12K
Increased by +0.92%
Nov 30, 23
3 Vanguard Mid Cap Index Institutional 4.39M (2.31%) 5.07K
Increased by +0.12%
Nov 30, 23
4 T. Rowe Price Equity Income 3.96M (2.09%) -15.00K
Decreased by -0.38%
Sep 30, 23
5 T. Rowe Price US Lg-Cp Equity Inc Comp 3.96M (2.09%) -15.00K
Decreased by -0.38%
Sep 30, 23
6 American Funds American Balanced A 3.34M (1.76%) 0.00
Increased by 0.00%
Sep 30, 23
7 Pacer US Cash Cows 100 ETF 3.05M (1.61%) 12.12K
Increased by +0.40%
Dec 29, 23
8 First Trust Rising Dividend Achiev ETF 2.38M (1.25%) 3.34K
Increased by +0.14%
Dec 28, 23
9 SPDR® S&P 500 ETF Trust 2.37M (1.25%) 18.76K
Increased by +0.79%
Dec 29, 23
10 Fidelity® 500 Index 2.25M (1.18%) 14.31K
Increased by +0.64%
Nov 30, 23
11 iShares Core S&P 500 ETF 1.90M (1.00%) 1.14K
Increased by +0.06%
Dec 29, 23
12 Vanguard Value Index Inv 1.65M (0.87%) 3.47K
Increased by +0.21%
Nov 30, 23
13 Vanguard Mid-Cap Value ETF 1.55M (0.82%) -6.91K
Decreased by -0.45%
Nov 30, 23
14 Vanguard Equity-Income Inv 1.55M (0.82%) 0.00
Increased by 0.00%
Sep 30, 23
15 Invesco Large Cap Value 1.48M (0.78%) -254.60K
Decreased by -17.16%
Sep 30, 23
16 JHancock Disciplined Value Mid Cap I 1.44M (0.76%) 7.78K
Increased by +0.54%
Oct 31, 23
17 iShares MSCI USA Min Vol Factor ETF 1.35M (0.71%) 2.12K
Increased by +0.16%
Dec 29, 23
18 Invesco Comstock A 1.32M (0.69%) 0.00
Increased by 0.00%
Nov 30, 23
19 FlexShares Mstar Glbl Upstrm Nat Res ETF 1.32M (0.69%) 0.00
Increased by 0.00%
Dec 29, 23