Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITOT 1000.00%
2 IWR 1000.00%
3 IWD 1000.00%
4 IWB 1000.00%
5 IVV 1000.00%
6 IVE 1000.00%
7 IUSV 1000.00%
8 IMCV 1000.00%
9 IGM 1000.00%
10 ILCB 1000.00%
11 ILCV 1000.00%
12 IMCB 1000.00%
13 JKI 1000.00%
14 JKG 1000.00%
15 JKF 1000.00%
16 JKD 1000.00%
17 IYY 1000.00%
18 IYW 1000.00%
19 IXN 1000.00%
20 IWV 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 59.54M (11.90%) -556.85K
Decreased by -0.94%
Sep 30, 23
2 Vanguard Group Inc 43.67M (8.73%) -351.09K
Decreased by -0.80%
Sep 30, 23
3 State Street Corporation 21.91M (4.38%) -364.03K
Decreased by -1.66%
Sep 30, 23
4 Dodge & Cox 19.47M (3.89%) -174.05K
Decreased by -0.89%
Sep 30, 23
5 JPMorgan Chase & Co 17.66M (3.53%) 4.37M
Increased by +24.71%
Sep 30, 23
6 Pzena Investment Management, LLC 17.48M (3.49%) -169.21K
Decreased by -0.97%
Sep 30, 23
7 Bank of New York Mellon Corp 17.23M (3.44%) -42.33K
Decreased by -0.25%
Sep 30, 23
8 FMR Inc 11.73M (2.34%) -1.32M
Decreased by -11.26%
Sep 30, 23
9 Geode Capital Management, LLC 11.56M (2.31%) 218.20K
Increased by +1.89%
Sep 30, 23
10 Amvescap Plc. 9.75M (1.95%) -458.82K
Decreased by -4.71%
Sep 30, 23
11 HSBC Holdings PLC 8.30M (1.66%) 2.12M
Increased by +25.58%
Sep 30, 23
12 Boston Partners Global Investors, Inc 8.06M (1.61%) 231.78K
Increased by +2.88%
Sep 30, 23
13 Amundi 7.07M (1.41%) -2.90M
Decreased by -41.09%
Sep 30, 23
14 Wellington Management Company LLP 6.56M (1.31%) -154.49K
Decreased by -2.36%
Sep 30, 23
15 Macquarie Group Ltd 6.24M (1.25%) -1.01M
Decreased by -16.19%
Sep 30, 23
16 Northern Trust Corp 6.18M (1.23%) 294.42K
Increased by +4.77%
Sep 30, 23
17 Capital Research Global Investors 5.74M (1.15%) -436.71K
Decreased by -7.61%
Sep 30, 23
18 First Trust Advisors L.P. 5.61M (1.12%) 70.63K
Increased by +1.26%
Sep 30, 23
19 Yacktman Asset Management Co 5.36M (1.07%) -18.34K
Decreased by -0.34%
Sep 30, 23
20 Citadel Advisors Llc 5.35M (1.07%) -47.51K
Decreased by -0.89%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 15.82M (3.16%) 18.75K
Increased by +0.12%
Nov 30, 23
2 Dodge & Cox Stock I 14.44M (2.89%) 14.37M
Increased by +99.52%
Sep 30, 23
3 Vanguard Institutional 500 Index Trust 12.31M (2.46%) 112.32K
Increased by +0.91%
Nov 30, 23
4 Invesco QQQ Trust 9.17M (1.83%) 20.40K
Increased by +0.22%
Dec 29, 23
5 SPDR® S&P 500 ETF Trust 6.22M (1.24%) 49.30K
Increased by +0.79%
Dec 29, 23
6 Fidelity® 500 Index 5.89M (1.18%) 37.45K
Increased by +0.64%
Nov 30, 23
7 iShares Core S&P 500 ETF 4.99M (1.00%) 2.98K
Increased by +0.06%
Dec 29, 23
8 JPM US Large Cap Growth-MA 4.57M (0.91%) 4.19M
Increased by +91.75%
Sep 30, 23
9 JPMorgan Large Cap Growth I 4.57M (0.91%) 0.00
Increased by 0.00%
Nov 30, 23
10 Vanguard Value Index Inv 4.33M (0.87%) 14.22K
Increased by +0.33%
Nov 30, 23
11 Hartford Dividend and Growth Y 3.98M (0.79%) 0.00
Increased by 0.00%
Nov 30, 23
12 JPMorgan Equity Premium Income ETF 3.72M (0.74%) -48.03K
Decreased by -1.29%
Dec 29, 23
13 Vanguard Institutional Index I 3.37M (0.67%) -6.77K
Decreased by -0.20%
Nov 30, 23
14 BlackRock Equity Dividend Instl 3.32M (0.66%) -1.31M
Decreased by -39.33%
Nov 30, 23
15 Technology Select Sector SPDR® ETF 3.18M (0.64%) -2.08K
Decreased by -0.07%
Dec 29, 23
16 iShares MSCI USA Min Vol Factor ETF 3.09M (0.62%) 2.08K
Increased by +0.07%
Dec 29, 23
17 Pzena Large Cap Value 3.08M (0.62%) 0.00
Increased by 0.00%
Nov 30, 23
18 Vanguard Windsor Investor Shares 3.08M (0.62%) 0.00
Increased by 0.00%
Sep 30, 23
19 Fidelity Select Software & IT Svcs Port 3.04M (0.61%) 0.00
Increased by 0.00%
Nov 30, 23
20 Select Software & IT Svcs Port 3.04M (0.61%) 0.00
Increased by 0.00%
Oct 31, 23