Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKF 1000.00%
2 GLOF 1000.00%
3 HDV 1000.00%
4 ILCB 1000.00%
5 ILCV 1000.00%
6 IOO 1000.00%
7 ITOT 1000.00%
8 IUSV 1000.00%
9 IVE 1000.00%
10 IVV 1000.00%
11 IWB 1000.00%
12 IWD 1000.00%
13 IWL 1000.00%
14 IWV 1000.00%
15 IWX 1000.00%
16 IXC 1000.00%
17 IYE 1000.00%
18 IYY 1000.00%
19 JKD 1000.00%
20 DDG 17.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 161.92M (9.12%) -3.51M
Decreased by -2.17%
Sep 30, 23
2 BlackRock Inc 125.06M (7.04%) -3.32M
Decreased by -2.65%
Sep 30, 23
3 State Street Corporation 124.06M (6.99%) 1.71M
Increased by +1.38%
Sep 30, 23
4 Berkshire Hathaway Inc 110.25M (6.21%) -12.87M
Decreased by -11.68%
Sep 30, 23
5 Morgan Stanley - Brokerage Accounts 34.17M (1.92%) 1.83M
Increased by +5.35%
Sep 30, 23
6 Geode Capital Management, LLC 33.81M (1.90%) 613.65K
Increased by +1.82%
Sep 30, 23
7 Bank of America Corp 29.24M (1.65%) 1.78M
Increased by +6.09%
Sep 30, 23
8 Charles Schwab Investment Management Inc 24.24M (1.36%) -57.30K
Decreased by -0.24%
Sep 30, 23
9 Northern Trust Corp 22.71M (1.28%) 281.09K
Increased by +1.24%
Sep 30, 23
10 JPMorgan Chase & Co 22.02M (1.24%) 1.42M
Increased by +6.47%
Sep 30, 23
11 Wells Fargo & Co 17.78M (1.00%) -51.95K
Decreased by -0.29%
Sep 30, 23
12 Capital Research & Mgmt Co - Division 3 17.33M (0.98%) -714.13K
Decreased by -4.12%
Sep 30, 23
13 Bank of New York Mellon Corp 16.22M (0.91%) -694.40K
Decreased by -4.28%
Sep 30, 23
14 T. Rowe Price Associates, Inc. 15.31M (0.86%) -221.75K
Decreased by -1.45%
Sep 30, 23
15 Ameriprise Financial Inc 14.81M (0.83%) -41.31K
Decreased by -0.28%
Sep 30, 23
16 Amundi 14.52M (0.82%) 3.88M
Increased by +26.71%
Sep 30, 23
17 Dimensional Fund Advisors, Inc. 14.03M (0.79%) -1.77M
Decreased by -12.58%
Sep 30, 23
18 Franklin Resources Inc 13.83M (0.78%) -846.16K
Decreased by -6.12%
Sep 30, 23
19 Amvescap Plc. 13.50M (0.76%) -631.60K
Decreased by -4.68%
Sep 30, 23
20 State Farm Mutual Automobile Ins Co 13.33M (0.75%) 0.00
Increased by 0.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 55.60M (3.13%) 75.81K
Increased by +0.14%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 43.24M (2.43%) 399.70K
Increased by +0.92%
Nov 30, 23
3 Energy Select Sector SPDR® ETF 42.33M (2.38%) -128.31K
Decreased by -0.30%
Dec 31, 23
4 SPDR® S&P 500 ETF Trust 21.64M (1.22%) -151.99K
Decreased by -0.70%
Dec 31, 23
5 Fidelity® 500 Index 20.68M (1.16%) 131.57K
Increased by +0.64%
Nov 30, 23
6 iShares Core S&P 500 ETF 17.49M (0.98%) 10.44K
Increased by +0.06%
Dec 29, 23
7 Vanguard Value Index Inv 15.20M (0.86%) 40.77K
Increased by +0.27%
Nov 30, 23
8 Schwab US Dividend Equity ETF™ 13.54M (0.76%) 1.98K
Increased by +0.01%
Dec 30, 23
9 Vanguard Institutional Index I 11.82M (0.67%) -25.70K
Decreased by -0.22%
Nov 30, 23
10 Vanguard Energy ETF 9.45M (0.53%) 91.15K
Increased by +0.96%
Nov 30, 23
11 State St S&P 500® Indx SL Cl III 8.38M (0.47%) -100.20K
Decreased by -1.20%
Dec 31, 23
12 American Funds Washington Mutual A 8.08M (0.46%) -21.93K
Decreased by -0.27%
Sep 30, 23
13 Capital Group Wash Mutual Invtrs Comp 8.08M (0.46%) -21.93K
Decreased by -0.27%
Sep 30, 23
14 Vanguard High Dividend Yield ETF 7.76M (0.44%) -225.68K
Decreased by -2.91%
Nov 30, 23
15 American Funds American Mutual A 7.15M (0.40%) -412.73K
Decreased by -5.77%
Sep 30, 23
16 Capital Group American Mutual Comp 7.15M (0.40%) -412.73K
Decreased by -5.77%
Sep 30, 23
17 Blackrock Eq Idx Fund CF 6.28M (0.35%) -20.25K
Decreased by -0.32%
Dec 31, 23
18 JPM US Equity Income-Composite 6.15M (0.35%) 1.35M
Increased by +21.90%
Dec 31, 23
19 SPDR® Dow Jones Industrial Avrg ETF Tr 5.68M (0.32%) 29.65K
Increased by +0.52%
Dec 31, 23
20 Franklin Income A1 5.50M (0.31%) 0.00
Increased by 0.00%
Nov 30, 23