Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 79.48M (10.27%) -224.10K
Decreased by -0.28%
Sep 30, 23
2 BlackRock Inc 55.84M (7.22%) -3.07M
Decreased by -5.50%
Sep 30, 23
3 State Street Corporation 48.05M (6.21%) -211.59K
Decreased by -0.44%
Sep 30, 23
4 Wellington Management Company LLP 32.72M (4.23%) -1.33M
Decreased by -4.06%
Sep 30, 23
5 T. Rowe Price Associates, Inc. 27.51M (3.55%) 10.23M
Increased by +37.20%
Sep 30, 23
6 Geode Capital Management, LLC 18.42M (2.38%) 467.83K
Increased by +2.54%
Sep 30, 23
7 Morgan Stanley - Brokerage Accounts 16.82M (2.17%) 514.56K
Increased by +3.06%
Sep 30, 23
8 Arnhold & S. Bleichroeder Advisers, LLC 11.01M (1.42%) -79.60K
Decreased by -0.72%
Sep 30, 23
9 Amundi 10.60M (1.37%) 1.57M
Increased by +14.78%
Sep 30, 23
10 Northern Trust Corp 9.45M (1.22%) 305.86K
Increased by +3.24%
Sep 30, 23
11 JPMorgan Chase & Co 8.19M (1.06%) -2.92M
Decreased by -35.64%
Sep 30, 23
12 Wells Fargo & Co 7.64M (0.99%) -187.28K
Decreased by -2.45%
Sep 30, 23
13 Fidelity International Ltd 7.08M (0.92%) 63.77K
Increased by +0.90%
Sep 30, 23
14 Massachusetts Financial Services Company 6.89M (0.89%) -3.06M
Decreased by -44.46%
Sep 30, 23
15 State Farm Mutual Automobile Ins Co 6.73M (0.87%) 0.00
Increased by 0.00%
Sep 30, 23
16 Legal & General Group PLC 6.63M (0.86%) -184.58K
Decreased by -2.78%
Sep 30, 23
17 GuardCap Asset Management Limited 6.62M (0.86%) -65.04K
Decreased by -0.98%
Sep 30, 23
18 American Century Companies Inc 6.59M (0.85%) 127.81K
Increased by +1.94%
Sep 30, 23
19 Bank of New York Mellon Corp 6.58M (0.85%) -207.26K
Decreased by -3.15%
Sep 30, 23
20 Deutsche Bank AG 6.09M (0.79%) -819.85K
Decreased by -13.46%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 25.89M (3.34%) 30.43K
Increased by +0.12%
Nov 30, 23
2 Vanguard Dividend Growth Inv 20.31M (2.62%) 0.00
Increased by 0.00%
Sep 30, 23
3 Vanguard Institutional 500 Index Trust 20.15M (2.60%) 187.28K
Increased by +0.93%
Nov 30, 23
4 SPDR® S&P 500 ETF Trust 10.15M (1.31%) -71.25K
Decreased by -0.70%
Dec 31, 23
5 Fidelity® 500 Index 9.63M (1.24%) 61.30K
Increased by +0.64%
Nov 30, 23
6 iShares Core S&P 500 ETF 8.20M (1.06%) 4.90K
Increased by +0.06%
Dec 29, 23
7 First Eagle Global A 7.22M (0.93%) 0.00
Increased by 0.00%
Nov 30, 23
8 Consumer Staples Select Sector SPDR® ETF 5.80M (0.75%) -17.75K
Decreased by -0.31%
Dec 31, 23
9 Vanguard Institutional Index I 5.51M (0.71%) -12.77K
Decreased by -0.23%
Nov 30, 23
10 Vanguard Dividend Appreciation ETF 4.76M (0.62%) 33.04K
Increased by +0.69%
Nov 30, 23
11 Fidelity Global Dividend I-Acc-EUR 4.50M (0.58%) 19.93K
Increased by +0.44%
Nov 30, 23
12 State St S&P 500® Indx SL Cl III 3.93M (0.51%) -17.70K
Decreased by -0.45%
Dec 31, 23
13 Vanguard High Dividend Yield ETF 3.69M (0.48%) -9.21K
Decreased by -0.25%
Nov 30, 23
14 JPMorgan Equity Premium Income ETF 3.69M (0.48%) -42.57K
Decreased by -1.15%
Nov 30, 23
15 Vanguard Growth Index Investor 3.64M (0.47%) 19.98K
Increased by +0.55%
Nov 30, 23
16 Franklin Rising Dividends A 3.62M (0.47%) 0.00
Increased by 0.00%
Nov 30, 23
17 Franklin Rising Dividends Fund A 3.62M (0.47%) 0.00
Increased by 0.00%
Nov 30, 23
18 Vanguard Value Index Inv 3.54M (0.46%) 4.95K
Increased by +0.14%
Nov 30, 23
19 SPDR® S&P Dividend ETF 3.26M (0.42%) 0.00
Increased by 0.00%
Dec 31, 23
20 Blackrock Eq Idx Fund CF 2.94M (0.38%) 9.77K
Increased by +0.33%
Dec 31, 23