Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWF 1000.00%
2 IWD 1000.00%
3 IWL 1000.00%
4 ILCB 1000.00%
5 ILCG 1000.00%
6 IMCB 1000.00%
7 IMCG 1000.00%
8 ITOT 1000.00%
9 IUSG 1000.00%
10 JKG 1000.00%
11 JKE 1000.00%
12 JKD 1000.00%
13 IVV 1000.00%
14 EXI 1000.00%
15 IYY 1000.00%
16 IYC 1000.00%
17 IWY 1000.00%
18 IWX 1000.00%
19 IVW 1000.00%
20 IWV 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 97.51M (11.16%) 271.31K
Increased by +0.28%
Sep 30, 23
2 BlackRock Inc 78.65M (9.00%) -355.40K
Decreased by -0.45%
Sep 30, 23
3 Principal Financial Group Inc 39.80M (4.55%) -649.62K
Decreased by -1.63%
Sep 30, 23
4 AllianceBernstein L.P. 35.01M (4.01%) -1.02M
Decreased by -2.90%
Sep 30, 23
5 State Street Corporation 33.32M (3.81%) 159.57K
Increased by +0.48%
Sep 30, 23
6 Capital World Investors 21.21M (2.43%) 1.89M
Increased by +8.93%
Sep 30, 23
7 Geode Capital Management, LLC 19.66M (2.25%) 568.38K
Increased by +2.89%
Sep 30, 23
8 Wellington Management Company LLP 17.93M (2.05%) -1.52M
Decreased by -8.46%
Sep 30, 23
9 JPMorgan Chase & Co 17.36M (1.99%) -2.03M
Decreased by -11.67%
Sep 30, 23
10 Capital Research Global Investors 16.01M (1.83%) -1.94M
Decreased by -12.11%
Sep 30, 23
11 FMR Inc 14.73M (1.69%) -487.88K
Decreased by -3.31%
Sep 30, 23
12 Morgan Stanley - Brokerage Accounts 9.73M (1.11%) 105.55K
Increased by +1.09%
Sep 30, 23
13 Amvescap Plc. 9.28M (1.06%) 1.09M
Increased by +11.71%
Sep 30, 23
14 Northern Trust Corp 8.72M (1.00%) 483.86K
Increased by +5.55%
Sep 30, 23
15 Massachusetts Financial Services Company 7.87M (0.90%) -28.65K
Decreased by -0.36%
Sep 30, 23
16 Bank of New York Mellon Corp 7.52M (0.86%) -142.83K
Decreased by -1.90%
Sep 30, 23
17 London Company of Virginia 6.65M (0.76%) 70.48K
Increased by +1.06%
Sep 30, 23
18 Bessemer Group Inc 6.65M (0.76%) -1.70M
Decreased by -25.51%
Sep 30, 23
19 Amundi 6.55M (0.75%) 372.54K
Increased by +5.69%
Sep 30, 23
20 Axiom Investors 6.16M (0.71%) 194.94K
Increased by +3.16%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 26.94M (3.08%) 49.46K
Increased by +0.18%
Nov 30, 23
2 Principal Aligned MidCap Equity 23.89M (2.73%) -329.78K
Decreased by -1.38%
Sep 30, 23
3 Principal MidCap R5 22.91M (2.62%) -514.45K
Decreased by -2.25%
Nov 30, 23
4 Vanguard Institutional 500 Index Trust 21.18M (2.42%) 195.59K
Increased by +0.92%
Nov 30, 23
5 Vanguard Mid Cap Index Institutional 19.54M (2.24%) 23.29K
Increased by +0.12%
Nov 30, 23
6 Invesco QQQ Trust 17.56M (2.01%) 39.08K
Increased by +0.22%
Dec 29, 23
7 Capital Group AMCAP Composite 14.14M (1.62%) -1.60M
Decreased by -11.35%
Sep 30, 23
8 VA CollegeAmerica Amcap 529A 14.14M (1.62%) -1.60M
Decreased by -11.35%
Sep 30, 23
9 American Funds New Perspective A 13.75M (1.57%) 0.00
Increased by 0.00%
Sep 30, 23
10 Capital Group New Perspective Comp 13.75M (1.57%) 0.00
Increased by 0.00%
Sep 30, 23
11 AllianceBernstein US L/C Growth Eqty MF 11.01M (1.26%) -176.26K
Decreased by -1.60%
Nov 30, 23
12 SPDR® S&P 500 ETF Trust 10.74M (1.23%) -75.63K
Decreased by -0.70%
Dec 31, 23
13 AB Large Cap Growth A 10.50M (1.20%) -41.12K
Decreased by -0.39%
Nov 30, 23
14 Fidelity® 500 Index 10.13M (1.16%) 64.44K
Increased by +0.64%
Nov 30, 23
15 BlackRock Mid-Cap Growth Equity Instl 9.02M (1.03%) -225.25K
Decreased by -2.50%
Nov 30, 23
16 iShares Core S&P 500 ETF 8.70M (1.00%) 5.19K
Increased by +0.06%
Dec 29, 23
17 Vanguard Growth Index Investor 7.57M (0.87%) 41.16K
Increased by +0.54%
Nov 30, 23
18 Fidelity® Magellan® 7.38M (0.84%) -246.90K
Decreased by -3.34%
Nov 30, 23
19 Touchstone Mid Cap Y 6.20M (0.71%) 80.39K
Increased by +1.30%
Sep 30, 23
20 MFS Mid Cap Growth A 6.20M (0.71%) 255.88K
Increased by +4.13%
Nov 30, 23