Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITOT 1000.00%
2 JKF 1000.00%
3 JKD 1000.00%
4 IYY 1000.00%
5 IYK 1000.00%
6 GLOF 1000.00%
7 IXJ 1000.00%
8 IWX 1000.00%
9 IHF 1000.00%
10 IWV 1000.00%
11 ILCB 1000.00%
12 IWL 1000.00%
13 IWD 1000.00%
14 IWB 1000.00%
15 ILCV 1000.00%
16 IVV 1000.00%
17 IVE 1000.00%
18 IUSV 1000.00%
19 NVQ 5.83%
20 GBLO 5.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 117.16M (9.12%) 485.74K
Increased by +0.41%
Sep 30, 23
2 BlackRock Inc 86.73M (6.75%) -7.00M
Decreased by -8.07%
Sep 30, 23
3 State Street Corporation 54.10M (4.21%) -1.78M
Decreased by -3.29%
Sep 30, 23
4 Capital World Investors 40.43M (3.15%) 9.93M
Increased by +24.57%
Sep 30, 23
5 Morgan Stanley - Brokerage Accounts 31.11M (2.42%) -2.14M
Decreased by -6.87%
Sep 30, 23
6 FMR Inc 27.49M (2.14%) 6.19M
Increased by +22.54%
Sep 30, 23
7 Dodge & Cox 26.72M (2.08%) 10.70M
Increased by +40.04%
Sep 30, 23
8 Geode Capital Management, LLC 23.93M (1.86%) 604.84K
Increased by +2.53%
Sep 30, 23
9 Capital Research & Mgmt Co - Division 3 22.85M (1.78%) 20.03M
Increased by +87.66%
Sep 30, 23
10 Bank of America Corp 16.41M (1.28%) -140.76K
Decreased by -0.86%
Sep 30, 23
11 Amvescap Plc. 16.10M (1.25%) -906.60K
Decreased by -5.63%
Sep 30, 23
12 JPMorgan Chase & Co 14.40M (1.12%) -556.68K
Decreased by -3.86%
Sep 30, 23
13 Northern Trust Corp 14.21M (1.11%) 305.56K
Increased by +2.15%
Sep 30, 23
14 Royal Bank of Canada 14.14M (1.10%) 305.11K
Increased by +2.16%
Sep 30, 23
15 Capital Research Global Investors 13.43M (1.05%) 7.80M
Increased by +58.03%
Sep 30, 23
16 Charles Schwab Investment Management Inc 12.72M (0.99%) 324.39K
Increased by +2.55%
Sep 30, 23
17 Goldman Sachs Group Inc 11.54M (0.90%) -686.16K
Decreased by -5.94%
Sep 30, 23
18 T. Rowe Price Associates, Inc. 10.71M (0.83%) 942.79K
Increased by +8.81%
Sep 30, 23
19 Bank of New York Mellon Corp 10.68M (0.83%) 266.65K
Increased by +2.50%
Sep 30, 23
20 Franklin Resources Inc 10.42M (0.81%) -626.29K
Decreased by -6.01%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers LIF Index 136.30M (10.61%) 0.00
Increased by 0.00%
Mar 31, 23
2 2ndVote Advisers AMF Index 132.83M (10.34%) 0.00
Increased by 0.00%
Mar 31, 23
3 Vanguard Total Stock Mkt Idx Inv 40.27M (3.14%) 66.57K
Increased by +0.17%
Nov 30, 23
4 Vanguard Institutional 500 Index Trust 31.31M (2.44%) 284.97K
Increased by +0.91%
Nov 30, 23
5 American Funds Washington Mutual A 30.12M (2.35%) 19.27M
Increased by +63.95%
Sep 30, 23
6 Capital Group Wash Mutual Invtrs Comp 30.12M (2.35%) 19.27M
Increased by +63.95%
Sep 30, 23
7 American Funds Income Fund of Amer A 19.25M (1.50%) 9.44M
Increased by +49.05%
Sep 30, 23
8 Dodge & Cox Stock I 18.34M (1.43%) 18.25M
Increased by +99.50%
Sep 30, 23
9 SPDR® S&P 500 ETF Trust 15.85M (1.23%) -111.25K
Decreased by -0.70%
Dec 31, 23
10 Fidelity® 500 Index 14.97M (1.17%) 95.24K
Increased by +0.64%
Nov 30, 23
11 iShares Core S&P 500 ETF 12.79M (1.00%) 7.64K
Increased by +0.06%
Dec 29, 23
12 Vanguard Value Index Inv 11.01M (0.86%) 28.14K
Increased by +0.26%
Nov 30, 23
13 Health Care Select Sector SPDR® ETF 9.54M (0.74%) -6.93K
Decreased by -0.07%
Dec 31, 23
14 American Funds American Balanced A 8.61M (0.67%) 482.95K
Increased by +5.61%
Sep 30, 23
15 Vanguard Institutional Index I 8.56M (0.67%) -18.98K
Decreased by -0.22%
Nov 30, 23
16 State St S&P 500® Indx SL Cl III 6.13M (0.48%) -8.40K
Decreased by -0.14%
Dec 31, 23
17 JPMorgan Equity Income I 5.86M (0.46%) 0.00
Increased by 0.00%
Nov 30, 23
18 Vanguard High Dividend Yield ETF 5.76M (0.45%) -14.13K
Decreased by -0.25%
Nov 30, 23
19 JPM US Equity Income-Composite 5.35M (0.42%) -962.83K
Decreased by -17.99%
Sep 30, 23
20 JPM US Equity Income-MA 5.35M (0.42%) 5.35M
Increased by +99.88%
Sep 30, 23