Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FILL 1000.00%
2 IVE 1000.00%
3 IUSV 1000.00%
4 IUSG 1000.00%
5 IVW 1000.00%
6 ITOT 1000.00%
7 IMCV 1000.00%
8 IMCG 1000.00%
9 IMCB 1000.00%
10 ILCV 1000.00%
11 ILCG 1000.00%
12 ILCB 1000.00%
13 IWB 1000.00%
14 HDV 1000.00%
15 IWD 1000.00%
16 IWR 1000.00%
17 IWS 1000.00%
18 IWV 1000.00%
19 IXC 1000.00%
20 IYE 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 87.52M (11.82%) -509.62K
Decreased by -0.58%
Sep 30, 23
2 Wellington Management Company LLP 61.81M (8.35%) -4.96M
Decreased by -8.02%
Sep 30, 23
3 BlackRock Inc 60.30M (8.14%) 38.05K
Increased by +0.06%
Sep 30, 23
4 State Street Corporation 50.76M (6.85%) 531.56K
Increased by +1.05%
Sep 30, 23
5 Aristotle Capital Management LLC 38.27M (5.17%) -1.64M
Decreased by -4.27%
Sep 30, 23
6 Geode Capital Management, LLC 18.73M (2.53%) 170.27K
Increased by +0.91%
Sep 30, 23
7 Charles Schwab Investment Management Inc 16.08M (2.17%) 235.64K
Increased by +1.47%
Sep 30, 23
8 Victory Capital Management Inc. 15.95M (2.15%) 544.77K
Increased by +3.42%
Sep 30, 23
9 Capital World Investors 14.14M (1.91%) -1.03M
Decreased by -7.28%
Sep 30, 23
10 JPMorgan Chase & Co 12.82M (1.73%) 1.08M
Increased by +8.44%
Sep 30, 23
11 T. Rowe Price Investment Management,Inc. 11.61M (1.57%) -54.10K
Decreased by -0.47%
Sep 30, 23
12 Amvescap Plc. 10.72M (1.45%) 161.78K
Increased by +1.51%
Sep 30, 23
13 Pacer Advisors, INC. 9.72M (1.31%) 12.89K
Increased by +0.13%
Sep 30, 23
14 State Farm Mutual Automobile Ins Co 9.71M (1.31%) 0.00
Increased by 0.00%
Sep 30, 23
15 Dimensional Fund Advisors, Inc. 9.62M (1.30%) 401.32K
Increased by +4.17%
Sep 30, 23
16 Northern Trust Corp 9.08M (1.23%) 201.52K
Increased by +2.22%
Sep 30, 23
17 Morgan Stanley - Brokerage Accounts 8.42M (1.14%) 466.51K
Increased by +5.54%
Sep 30, 23
18 Schroder Investment Management Group 7.19M (0.97%) 1.28M
Increased by +17.82%
Sep 30, 23
19 Bank of America Corp 7.00M (0.95%) -918.28K
Decreased by -13.12%
Sep 30, 23
20 King Luther Capital Management Corp 6.54M (0.88%) -14.56K
Decreased by -0.22%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 22.47M (3.03%) 28.35K
Increased by +0.13%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 18.47M (2.49%) 184.48K
Increased by +1.00%
Nov 30, 23
3 Energy Select Sector SPDR® ETF 18.27M (2.47%) -55.38K
Decreased by -0.30%
Dec 31, 23
4 Vanguard Mid Cap Index Institutional 16.30M (2.20%) 21.22K
Increased by +0.13%
Nov 30, 23
5 Vanguard Equity-Income Inv 16.14M (2.18%) -1.49M
Decreased by -9.21%
Sep 30, 23
6 Schwab US Dividend Equity ETF™ 11.92M (1.61%) 1.74K
Increased by +0.01%
Dec 30, 23
7 Victory Sycamore Established Value R 11.01M (1.49%) 440.00K
Increased by +4.00%
Sep 30, 23
8 Vanguard Wellesley® Income Inv 10.70M (1.44%) -705.27K
Decreased by -6.59%
Sep 30, 23
9 Vanguard Windsor™ II Inv 9.50M (1.28%) -112.00K
Decreased by -1.18%
Sep 30, 23
10 SPDR® S&P 500 ETF Trust 9.27M (1.25%) -65.12K
Decreased by -0.70%
Dec 31, 23
11 Fidelity® 500 Index 8.83M (1.19%) 56.17K
Increased by +0.64%
Nov 30, 23
12 American Funds Income Fund of Amer A 8.63M (1.17%) -1.04M
Decreased by -12.00%
Sep 30, 23
13 Pacer US Cash Cows 100 ETF 8.27M (1.12%) 32.87K
Increased by +0.40%
Dec 29, 23
14 iShares Core S&P 500 ETF 7.49M (1.01%) 4.47K
Increased by +0.06%
Dec 29, 23
15 Vanguard Wellington™ Inv 7.11M (0.96%) 0.00
Increased by 0.00%
Sep 30, 23
16 Vanguard Growth Index Investor 6.32M (0.85%) 35.61K
Increased by +0.56%
Nov 30, 23
17 T. Rowe Price Mid-Cap Growth 5.72M (0.77%) -25.30K
Decreased by -0.44%
Sep 30, 23
18 T. Rowe Price US Mid-Cap Growth Equity 5.72M (0.77%) -25.30K
Decreased by -0.44%
Sep 30, 23
19 Vanguard Energy Inv 5.50M (0.74%) -351.02K
Decreased by -6.38%
Sep 30, 23
20 American Funds American Balanced A 5.43M (0.73%) 0.00
Increased by 0.00%
Sep 30, 23