Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 39.88M (9.01%) 97.94K
Increased by +0.25%
Sep 30, 23
2 BlackRock Inc 30.02M (6.78%) -532.04K
Decreased by -1.77%
Sep 30, 23
3 State Street Corporation 18.46M (4.17%) -649.73K
Decreased by -3.52%
Sep 30, 23
4 FMR Inc 9.03M (2.04%) -48.02K
Decreased by -0.53%
Sep 30, 23
5 Morgan Stanley - Brokerage Accounts 8.73M (1.97%) -294.18K
Decreased by -3.37%
Sep 30, 23
6 Geode Capital Management, LLC 8.59M (1.94%) 164.12K
Increased by +1.91%
Sep 30, 23
7 Bank of America Corp 7.68M (1.74%) 134.82K
Increased by +1.76%
Sep 30, 23
8 Bank of New York Mellon Corp 5.75M (1.30%) -101.02K
Decreased by -1.76%
Sep 30, 23
9 Northern Trust Corp 5.13M (1.16%) 210.59K
Increased by +4.10%
Sep 30, 23
10 AllianceBernstein L.P. 4.43M (1.00%) -123.32K
Decreased by -2.78%
Sep 30, 23
11 Royal Bank of Canada 4.40M (0.99%) -82.93K
Decreased by -1.88%
Sep 30, 23
12 Nuveen Asset Management, LLC 3.97M (0.90%) 29.06K
Increased by +0.73%
Sep 30, 23
13 JPMorgan Chase & Co 3.68M (0.83%) 180.34K
Increased by +4.90%
Sep 30, 23
14 Jennison Associates LLC 3.57M (0.81%) -121.79K
Decreased by -3.41%
Sep 30, 23
15 Capital World Investors 3.41M (0.77%) 55.10K
Increased by +1.62%
Sep 30, 23
16 Wells Fargo & Co 3.33M (0.75%) -53.59K
Decreased by -1.61%
Sep 30, 23
17 Legal & General Group PLC 2.79M (0.63%) -180.09K
Decreased by -6.45%
Sep 30, 23
18 UBS Group AG 2.72M (0.61%) -95.13K
Decreased by -3.50%
Sep 30, 23
19 Goldman Sachs Group Inc 2.71M (0.61%) 38.57K
Increased by +1.42%
Sep 30, 23
20 Fisher Asset Management, LLC 2.71M (0.61%) 52.28K
Increased by +1.93%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 13.89M (3.14%) 18.95K
Increased by +0.14%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 10.80M (2.44%) 99.81K
Increased by +0.92%
Nov 30, 23
3 Invesco QQQ Trust 8.10M (1.83%) 18.02K
Increased by +0.22%
Dec 29, 23
4 SPDR® S&P 500 ETF Trust 5.46M (1.23%) -38.40K
Decreased by -0.70%
Dec 31, 23
5 Fidelity® 500 Index 5.16M (1.17%) 32.86K
Increased by +0.64%
Nov 30, 23
6 iShares Core S&P 500 ETF 4.41M (1.00%) 2.63K
Increased by +0.06%
Dec 29, 23
7 Vanguard Growth Index Investor 3.90M (0.88%) 21.36K
Increased by +0.55%
Nov 30, 23
8 Vanguard Institutional Index I 2.95M (0.67%) -6.50K
Decreased by -0.22%
Nov 30, 23
9 Consumer Staples Select Sector SPDR® ETF 2.71M (0.61%) -8.40K
Decreased by -0.31%
Dec 31, 23
10 Vanguard Dividend Appreciation ETF 2.55M (0.58%) 17.11K
Increased by +0.67%
Nov 30, 23
11 Fidelity® Contrafund® 2.18M (0.49%) 0.00
Increased by 0.00%
Nov 30, 23
12 State St S&P 500® Indx SL Cl III 2.11M (0.48%) -3.50K
Decreased by -0.17%
Dec 31, 23
13 Vanguard Dividend Growth Inv 2.09M (0.47%) 0.00
Increased by 0.00%
Sep 30, 23
14 Blackrock Eq Idx Fund CF 1.58M (0.36%) 10.14K
Increased by +0.64%
Dec 31, 23
15 iShares Russell 1000 Growth ETF 1.53M (0.34%) -2.55K
Decreased by -0.17%
Dec 29, 23
16 American Funds Growth Fund of Amer A 1.30M (0.29%) -4.34K
Decreased by -0.34%
Sep 30, 23
17 Capital Group Growth Fnd of Amer Comp 1.30M (0.29%) -4.34K
Decreased by -0.34%
Sep 30, 23
18 CREF Growth R1 1.27M (0.29%) 0.00
Increased by 0.00%
Nov 30, 23
19 AllianceBernstein US L/C Growth Eqty MF 1.21M (0.27%) 8.09K
Increased by +0.67%
Nov 30, 23
20 Capital Group New Perspective Comp 1.15M (0.26%) -370.04K
Decreased by -32.09%
Sep 30, 23