Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IGM 1000.00%
2 IWL 1000.00%
3 IWD 1000.00%
4 IWB 1000.00%
5 IVV 1000.00%
6 IVE 1000.00%
7 IUSV 1000.00%
8 ITOT 1000.00%
9 IOO 1000.00%
10 ILCV 1000.00%
11 ILCB 1000.00%
12 JKF 1000.00%
13 GLOF 1000.00%
14 JKD 1000.00%
15 IYY 1000.00%
16 IXN 1000.00%
17 IWX 1000.00%
18 IWV 1000.00%
19 HACK 6.99%
20 CIBR 5.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 383.64M (9.45%) -283.86K
Decreased by -0.07%
Sep 30, 23
2 BlackRock Inc 342.78M (8.44%) -4.79M
Decreased by -1.40%
Sep 30, 23
3 State Street Corporation 184.79M (4.55%) -2.72M
Decreased by -1.47%
Sep 30, 23
4 Geode Capital Management, LLC 85.64M (2.11%) 1.53M
Increased by +1.79%
Sep 30, 23
5 Bank of New York Mellon Corp 68.26M (1.68%) -707.51K
Decreased by -1.04%
Sep 30, 23
6 Charles Schwab Investment Management Inc 67.09M (1.65%) -3.36M
Decreased by -5.01%
Sep 30, 23
7 Morgan Stanley - Brokerage Accounts 62.33M (1.54%) -236.46K
Decreased by -0.38%
Sep 30, 23
8 FMR Inc 57.10M (1.41%) 1.79M
Increased by +3.14%
Sep 30, 23
9 Bank of America Corp 56.77M (1.40%) -2.09M
Decreased by -3.68%
Sep 30, 23
10 Northern Trust Corp 50.55M (1.25%) 1.85M
Increased by +3.66%
Sep 30, 23
11 Ameriprise Financial Inc 47.03M (1.16%) -2.50M
Decreased by -5.32%
Sep 30, 23
12 Wells Fargo & Co 45.42M (1.12%) -1.71M
Decreased by -3.76%
Sep 30, 23
13 Wellington Management Company LLP 43.88M (1.08%) -348.70K
Decreased by -0.79%
Sep 30, 23
14 Legal & General Group PLC 33.66M (0.83%) -905.04K
Decreased by -2.69%
Sep 30, 23
15 Amvescap Plc. 33.54M (0.83%) 1.18M
Increased by +3.52%
Sep 30, 23
16 Royal Bank of Canada 33.34M (0.82%) 3.74M
Increased by +11.22%
Sep 30, 23
17 Goldman Sachs Group Inc 30.16M (0.74%) -3.49M
Decreased by -11.56%
Sep 30, 23
18 Dodge & Cox 28.78M (0.71%) -11.31M
Decreased by -39.29%
Sep 30, 23
19 UBS Asset Mgmt Americas Inc 25.85M (0.64%) -1.63M
Decreased by -6.29%
Sep 30, 23
20 UBS Group AG 25.18M (0.62%) -3.84M
Decreased by -15.26%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 114.93M (2.83%) 153.79K
Increased by +0.13%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 99.32M (2.45%) 917.26K
Increased by +0.92%
Nov 30, 23
3 Invesco QQQ Trust 74.32M (1.83%) 165.38K
Increased by +0.22%
Dec 29, 23
4 SPDR® S&P 500 ETF Trust 49.93M (1.23%) -350.84K
Decreased by -0.70%
Dec 31, 23
5 Fidelity® 500 Index 47.49M (1.17%) 302.19K
Increased by +0.64%
Nov 30, 23
6 Schwab US Dividend Equity ETF™ 40.57M (1.00%) 5.93K
Increased by +0.01%
Dec 30, 23
7 iShares Core S&P 500 ETF 40.34M (0.99%) 24.08K
Increased by +0.06%
Dec 29, 23
8 Vanguard Value Index Inv 31.44M (0.77%) 87.71K
Increased by +0.28%
Nov 30, 23
9 Vanguard Institutional Index I 27.16M (0.67%) -57.84K
Decreased by -0.21%
Nov 30, 23
10 Technology Select Sector SPDR® ETF 25.74M (0.63%) 8.48K
Increased by +0.03%
Dec 31, 23
11 Vanguard Dividend Appreciation ETF 23.46M (0.58%) 156.50K
Increased by +0.67%
Nov 30, 23
12 Vanguard Information Technology ETF 21.90M (0.54%) -141.76K
Decreased by -0.65%
Nov 30, 23
13 Dodge & Cox Stock I 21.11M (0.52%) 20.97M
Increased by +99.33%
Sep 30, 23
14 Vanguard Equity-Income Inv 20.30M (0.50%) 912.22K
Increased by +4.49%
Sep 30, 23
15 State St S&P 500® Indx SL Cl III 19.34M (0.48%) -142.50K
Decreased by -0.74%
Dec 31, 23
16 Vanguard High Dividend Yield ETF 18.46M (0.45%) -36.40K
Decreased by -0.20%
Nov 30, 23
17 Columbia Dividend Value 16.62M (0.41%) -187.62K
Decreased by -1.13%
Sep 30, 23
18 Columbia Dividend Income Inst 16.54M (0.41%) -85.44K
Decreased by -0.52%
Nov 30, 23
19 Blackrock Eq Idx Fund CF 14.48M (0.36%) 19.00K
Increased by +0.13%
Dec 31, 23
20 iShares Russell 1000 Value ETF 11.02M (0.27%) -44.63K
Decreased by -0.41%
Dec 29, 23