Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWV 1000.00%
2 ILCV 1000.00%
3 ILCB 1000.00%
4 IHF 1000.00%
5 IVE 1000.00%
6 JKI 1000.00%
7 JKG 1000.00%
8 IVV 1000.00%
9 IWB 1000.00%
10 IWD 1000.00%
11 JKF 1000.00%
12 JKD 1000.00%
13 IMCB 1000.00%
14 IYY 1000.00%
15 IYH 1000.00%
16 IWR 1000.00%
17 IWS 1000.00%
18 IXJ 1000.00%
19 IMCV 1000.00%
20 ITOT 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 62.18M (11.70%) -1.56M
Decreased by -2.51%
Sep 30, 23
2 BlackRock Inc 39.00M (7.34%) 183.61K
Increased by +0.47%
Sep 30, 23
3 Capital World Investors 35.28M (6.64%) -12.66M
Decreased by -35.90%
Sep 30, 23
4 FMR Inc 33.32M (6.27%) -1.95M
Decreased by -5.85%
Sep 30, 23
5 State Street Corporation 22.81M (4.29%) -967.97K
Decreased by -4.24%
Sep 30, 23
6 Wellington Management Company LLP 20.21M (3.80%) -418.06K
Decreased by -2.07%
Sep 30, 23
7 JPMorgan Chase & Co 13.47M (2.53%) -57.53K
Decreased by -0.43%
Sep 30, 23
8 Politan Capital Management LP 12.14M (2.28%) 0.00
Increased by 0.00%
Sep 30, 23
9 Geode Capital Management, LLC 10.15M (1.91%) 136.95K
Increased by +1.35%
Sep 30, 23
10 Amvescap Plc. 8.79M (1.65%) 704.68K
Increased by +8.02%
Sep 30, 23
11 Boston Partners Global Investors, Inc 8.23M (1.55%) -1.33M
Decreased by -16.18%
Sep 30, 23
12 Goldman Sachs Group Inc 6.37M (1.20%) 1.17M
Increased by +18.45%
Sep 30, 23
13 T. Rowe Price Associates, Inc. 6.11M (1.15%) -540.65K
Decreased by -8.85%
Sep 30, 23
14 Morgan Stanley - Brokerage Accounts 6.02M (1.13%) 408.52K
Increased by +6.78%
Sep 30, 23
15 UBS Asset Mgmt Americas Inc 5.89M (1.11%) 1.65M
Increased by +27.96%
Sep 30, 23
16 Ameriprise Financial Inc 5.89M (1.11%) -732.42K
Decreased by -12.45%
Sep 30, 23
17 Bank of New York Mellon Corp 5.73M (1.08%) -74.24K
Decreased by -1.30%
Sep 30, 23
18 Northern Trust Corp 5.29M (1.00%) 187.96K
Increased by +3.55%
Sep 30, 23
19 Deutsche Bank AG 5.08M (0.96%) -504.16K
Decreased by -9.93%
Sep 30, 23
20 Farallon Capital Management, L.L.C. 4.45M (0.84%) -284.00K
Decreased by -6.39%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers AMF Index 60.69M (11.42%) 0.00
Increased by 0.00%
Mar 31, 23
2 2ndVote Advisers LIF Index 24.44M (4.60%) 0.00
Increased by 0.00%
Mar 31, 23
3 American Funds Fundamental Invs A 18.35M (3.45%) -4.33M
Decreased by -23.60%
Sep 30, 23
4 Capital Group Fundamental Invtrs Comp 18.35M (3.45%) -4.33M
Decreased by -23.60%
Sep 30, 23
5 Vanguard Total Stock Mkt Idx Inv 16.98M (3.19%) 21.05K
Increased by +0.12%
Nov 30, 23
6 Vanguard Institutional 500 Index Trust 13.20M (2.48%) 117.87K
Increased by +0.89%
Nov 30, 23
7 Vanguard Mid Cap Index Institutional 12.31M (2.32%) 14.61K
Increased by +0.12%
Nov 30, 23
8 Swedbank Robur Globalfond A 10.05M (1.89%) -950.00K
Decreased by -9.45%
Dec 31, 23
9 Vanguard Health Care Inv 8.90M (1.68%) 0.00
Increased by 0.00%
Sep 30, 23
10 SPDR® S&P 500 ETF Trust 6.58M (1.24%) -46.28K
Decreased by -0.70%
Dec 31, 23
11 Fidelity® 500 Index 6.31M (1.19%) 40.15K
Increased by +0.64%
Nov 30, 23
12 iShares Core S&P 500 ETF 5.32M (1.00%) 3.18K
Increased by +0.06%
Dec 29, 23
13 Vanguard Value Index Inv 4.65M (0.87%) 16.27K
Increased by +0.35%
Nov 30, 23
14 Vanguard Mid-Cap Value ETF 4.36M (0.82%) -19.24K
Decreased by -0.44%
Nov 30, 23
15 American Funds Growth Fund of Amer A 4.33M (0.81%) -14.50K
Decreased by -0.34%
Sep 30, 23
16 Capital Group Growth Fnd of Amer Comp 4.33M (0.81%) -14.50K
Decreased by -0.34%
Sep 30, 23
17 Health Care Select Sector SPDR® ETF 3.97M (0.75%) -2.88K
Decreased by -0.07%
Dec 31, 23
18 Strategic Advisers® Fidelity US TtlStk 3.87M (0.73%) 210.51K
Increased by +5.44%
Nov 30, 23
19 Vanguard Institutional Index I 3.61M (0.68%) -8.05K
Decreased by -0.22%
Nov 30, 23