Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWP 1000.00%
2 IMCV 1000.00%
3 ITOT 1000.00%
4 IUSV 1000.00%
5 IVE 1000.00%
6 IVV 1000.00%
7 IWB 1000.00%
8 IWF 1000.00%
9 JKI 1000.00%
10 JKG 1000.00%
11 JKF 1000.00%
12 JKE 1000.00%
13 JKD 1000.00%
14 IYY 1000.00%
15 IYK 1000.00%
16 IXJ 1000.00%
17 IWV 1000.00%
18 IWR 1000.00%
19 ILCB 1000.00%
20 ILCG 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.68M (12.20%) -276.06K
Decreased by -1.33%
Sep 30, 23
2 BlackRock Inc 17.01M (10.03%) -40.66K
Decreased by -0.24%
Sep 30, 23
3 T. Rowe Price Associates, Inc. 10.37M (6.11%) -654.04K
Decreased by -6.31%
Sep 30, 23
4 State Street Corporation 7.67M (4.53%) -62.44K
Decreased by -0.81%
Sep 30, 23
5 JPMorgan Chase & Co 6.62M (3.90%) -376.37K
Decreased by -5.69%
Sep 30, 23
6 Boston Partners Global Investors, Inc 4.92M (2.90%) -49.73K
Decreased by -1.01%
Sep 30, 23
7 Geode Capital Management, LLC 3.64M (2.15%) 146.35K
Increased by +4.02%
Sep 30, 23
8 Bessemer Group Inc 3.17M (1.87%) 9.36K
Increased by +0.30%
Sep 30, 23
9 FMR Inc 3.16M (1.87%) -298.06K
Decreased by -9.43%
Sep 30, 23
10 Wellington Management Company LLP 2.99M (1.76%) 951.54K
Increased by +31.85%
Sep 30, 23
11 Morgan Stanley - Brokerage Accounts 2.83M (1.67%) 161.63K
Increased by +5.71%
Sep 30, 23
12 Amvescap Plc. 2.75M (1.62%) 440.90K
Increased by +16.02%
Sep 30, 23
13 Northern Trust Corp 2.32M (1.37%) 206.11K
Increased by +8.90%
Sep 30, 23
14 Millennium Management LLC 1.72M (1.01%) 1.14M
Increased by +66.58%
Sep 30, 23
15 Wells Fargo & Co 1.68M (0.99%) -79.36K
Decreased by -4.71%
Sep 30, 23
16 Amundi 1.58M (0.93%) -437.38K
Decreased by -27.65%
Sep 30, 23
17 Morningstar Investment Services LLC 1.47M (0.87%) 631.92K
Increased by +42.86%
Sep 30, 23
18 AllianceBernstein L.P. 1.47M (0.87%) 719.21K
Increased by +48.82%
Sep 30, 23
19 Capital Research Global Investors 1.47M (0.87%) 60.00
Increased by +0.00%
Sep 30, 23
20 Bank of New York Mellon Corp 1.37M (0.81%) -20.87K
Decreased by -1.53%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.34M (3.15%) 6.29K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 4.06M (2.40%) 37.13K
Increased by +0.91%
Nov 30, 23
3 Vanguard Mid Cap Index Institutional 3.88M (2.29%) 4.44K
Increased by +0.11%
Nov 30, 23
4 T. Rowe Price US Value Equity Composite 2.65M (1.56%) -362.04K
Decreased by -13.66%
Sep 30, 23
5 T. Rowe Price Value 2.65M (1.56%) -362.04K
Decreased by -13.66%
Sep 30, 23
6 T. Rowe Price U.S. Value Equity Tr-Z 2.45M (1.45%) -154.55K
Decreased by -6.30%
Sep 30, 23
7 JPM US Equity Income-Composite 2.11M (1.24%) 0.00
Increased by 0.00%
Sep 30, 23
8 JPM US Equity Income-MA 2.11M (1.24%) 2.11M
Increased by +99.90%
Sep 30, 23
9 SPDR® S&P 500 ETF Trust 2.07M (1.22%) 16.43K
Increased by +0.79%
Dec 29, 23
10 Fidelity® 500 Index 1.94M (1.15%) 12.36K
Increased by +0.64%
Nov 30, 23
11 JHancock Disciplined Value Mid Cap I 1.83M (1.08%) 9.94K
Increased by +0.54%
Oct 31, 23
12 iShares Core S&P 500 ETF 1.66M (0.98%) 990.00
Increased by +0.06%
Dec 29, 23
13 Pacer US Cash Cows 100 ETF 1.63M (0.96%) 6.47K
Increased by +0.40%
Dec 29, 23
14 Fidelity® Magellan® 1.52M (0.90%) -1.00K
Decreased by -0.07%
Nov 30, 23
15 Vanguard Value Index Inv 1.47M (0.86%) 6.35K
Increased by +0.43%
Nov 30, 23
16 Vanguard Mid-Cap Value ETF 1.37M (0.81%) -6.11K
Decreased by -0.44%
Nov 30, 23
17 BGF World Healthscience A2 1.30M (0.77%) 0.00
Increased by 0.00%
Sep 30, 23
18 Health Care Select Sector SPDR® ETF 1.24M (0.73%) -3.83K
Decreased by -0.31%
Dec 29, 23
19 Vanguard Institutional Index I 1.11M (0.66%) -2.18K
Decreased by -0.20%
Nov 30, 23