Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 82.39M (8.76%) -813.29K
Decreased by -0.99%
Sep 30, 23
2 BlackRock Inc 70.80M (7.53%) 173.11K
Increased by +0.24%
Sep 30, 23
3 State Street Corporation 44.17M (4.70%) -1.48M
Decreased by -3.36%
Sep 30, 23
4 FMR Inc 36.07M (3.84%) -1.80M
Decreased by -5.00%
Sep 30, 23
5 Capital World Investors 19.10M (2.03%) -138.57K
Decreased by -0.73%
Sep 30, 23
6 Geode Capital Management, LLC 18.10M (1.93%) 313.25K
Increased by +1.73%
Sep 30, 23
7 Morgan Stanley - Brokerage Accounts 17.70M (1.88%) -1.86M
Decreased by -10.49%
Sep 30, 23
8 T. Rowe Price Associates, Inc. 15.40M (1.64%) 226.97K
Increased by +1.47%
Sep 30, 23
9 JPMorgan Chase & Co 14.74M (1.57%) 1.19M
Increased by +8.08%
Sep 30, 23
10 Fisher Asset Management, LLC 14.17M (1.51%) 279.32K
Increased by +1.97%
Sep 30, 23
11 Wellington Management Company LLP 12.32M (1.31%) -126.76K
Decreased by -1.03%
Sep 30, 23
12 Capital Research Global Investors 11.33M (1.20%) 21.13K
Increased by +0.19%
Sep 30, 23
13 Northern Trust Corp 11.20M (1.19%) 121.44K
Increased by +1.08%
Sep 30, 23
14 Nuveen Asset Management, LLC 10.43M (1.11%) 506.10K
Increased by +4.85%
Sep 30, 23
15 Bank of America Corp 8.88M (0.94%) 63.66K
Increased by +0.72%
Sep 30, 23
16 Jennison Associates LLC 8.84M (0.94%) -227.14K
Decreased by -2.57%
Sep 30, 23
17 Capital Research & Mgmt Co - Division 3 7.77M (0.83%) 655.43K
Increased by +8.43%
Sep 30, 23
18 Bank of New York Mellon Corp 7.71M (0.82%) -799.50K
Decreased by -10.37%
Sep 30, 23
19 UBS Asset Mgmt Americas Inc 7.68M (0.82%) 54.06K
Increased by +0.70%
Sep 30, 23
20 Polen Capital 7.66M (0.81%) -252.11K
Decreased by -3.29%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 29.00M (3.08%) 40.40K
Increased by +0.14%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 23.74M (2.53%) 219.40K
Increased by +0.92%
Nov 30, 23
3 SPDR® S&P 500 ETF Trust 11.99M (1.28%) -84.24K
Decreased by -0.70%
Dec 31, 23
4 Fidelity® 500 Index 11.35M (1.21%) 72.23K
Increased by +0.64%
Nov 30, 23
5 American Funds Growth Fund of Amer A 9.95M (1.06%) 580.07K
Increased by +5.83%
Sep 30, 23
6 Capital Group Growth Fnd of Amer Comp 9.95M (1.06%) 580.07K
Increased by +5.83%
Sep 30, 23
7 iShares Core S&P 500 ETF 9.69M (1.03%) 5.78K
Increased by +0.06%
Dec 29, 23
8 Vanguard Growth Index Investor 8.15M (0.87%) 44.58K
Increased by +0.55%
Nov 30, 23
9 Vanguard Institutional Index I 6.49M (0.69%) -14.43K
Decreased by -0.22%
Nov 30, 23
10 Technology Select Sector SPDR® ETF 6.18M (0.66%) 2.04K
Increased by +0.03%
Dec 31, 23
11 American Funds Fundamental Invs A 5.90M (0.63%) -236.33K
Decreased by -4.01%
Sep 30, 23
12 Capital Group Fundamental Invtrs Comp 5.90M (0.63%) -236.33K
Decreased by -4.01%
Sep 30, 23
13 SPDR® Dow Jones Industrial Avrg ETF Tr 5.68M (0.60%) 29.65K
Increased by +0.52%
Dec 31, 23
14 JPM US Large Cap Growth-MA 5.31M (0.56%) 4.84M
Increased by +91.12%
Sep 30, 23
15 JPMorgan Large Cap Growth I 5.31M (0.56%) 0.00
Increased by 0.00%
Oct 31, 23
16 Vanguard Information Technology ETF 5.25M (0.56%) -129.28K
Decreased by -2.46%
Nov 30, 23
17 Fidelity Growth Compy Commingled Pl O 4.80M (0.51%) 24.31K
Increased by +0.51%
Nov 30, 23
18 Parnassus Core Equity Investor 4.72M (0.50%) -73.66K
Decreased by -1.56%
Nov 30, 23
19 State St S&P 500® Indx SL Cl III 4.64M (0.49%) -7.20K
Decreased by -0.16%
Dec 31, 23
20 Capital Group AMCAP Composite 4.35M (0.46%) -90.12K
Decreased by -2.07%
Sep 30, 23