Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 72.10M (11.33%) -371.21K
Decreased by -0.51%
Sep 30, 23
2 BlackRock Inc 37.76M (5.93%) -2.13M
Decreased by -5.64%
Sep 30, 23
3 PRIMECAP Management Company 22.25M (3.50%) -94.10K
Decreased by -0.42%
Sep 30, 23
4 State Street Corporation 21.75M (3.42%) -399.09K
Decreased by -1.83%
Sep 30, 23
5 Capital Research & Mgmt Co - Division 3 19.25M (3.02%) -417.97K
Decreased by -2.17%
Sep 30, 23
6 Capital World Investors 14.90M (2.34%) -11.66M
Decreased by -78.26%
Sep 30, 23
7 Geode Capital Management, LLC 13.81M (2.17%) 313.68K
Increased by +2.27%
Sep 30, 23
8 Morgan Stanley - Brokerage Accounts 10.84M (1.70%) 865.75K
Increased by +7.99%
Sep 30, 23
9 Newport Trust Co. 10.43M (1.64%) 0.00
Increased by 0.00%
Sep 30, 23
10 FMR Inc 9.73M (1.53%) -3.94M
Decreased by -40.55%
Sep 30, 23
11 Renaissance Technologies Corp 8.19M (1.29%) 4.80M
Increased by +58.58%
Sep 30, 23
12 Dimensional Fund Advisors, Inc. 7.55M (1.19%) 886.98K
Increased by +11.75%
Sep 30, 23
13 Citadel Advisors Llc 6.88M (1.08%) 1.50M
Increased by +21.82%
Sep 30, 23
14 GMT Capital Corp 6.45M (1.01%) 109.20K
Increased by +1.69%
Sep 30, 23
15 Gallagher Fiduciary Advisors, LLC 5.63M (0.89%) -99.00K
Decreased by -1.76%
Sep 30, 23
16 Royal London Asset Management Ltd 5.09M (0.80%) 743.88K
Increased by +14.61%
Sep 30, 23
17 Northern Trust Corp 4.97M (0.78%) 145.51K
Increased by +2.93%
Sep 30, 23
18 Amvescap Plc. 4.81M (0.76%) 1.02M
Increased by +21.25%
Sep 30, 23
19 Par Capital Management Inc 4.50M (0.71%) -20.80K
Decreased by -0.46%
Sep 30, 23
20 JPMorgan Chase & Co 4.01M (0.63%) 815.50K
Increased by +20.34%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 20.14M (3.16%) 23.56K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 15.68M (2.46%) 148.42K
Increased by +0.95%
Nov 30, 23
3 American Funds Growth Fund of Amer A 15.67M (2.46%) -52.52K
Decreased by -0.34%
Sep 30, 23
4 Capital Group Growth Fnd of Amer Comp 15.67M (2.46%) -52.52K
Decreased by -0.34%
Sep 30, 23
5 Vanguard Mid Cap Index Institutional 14.63M (2.30%) 24.65K
Increased by +0.17%
Nov 30, 23
6 Vanguard PRIMECAP Inv 11.15M (1.75%) 8.02K
Increased by +0.07%
Sep 30, 23
7 SPDR® S&P 500 ETF Trust 7.94M (1.25%) -55.77K
Decreased by -0.70%
Dec 31, 23
8 Fidelity® 500 Index 7.50M (1.18%) 47.71K
Increased by +0.64%
Nov 30, 23
9 iShares Core S&P 500 ETF 6.41M (1.01%) 3.83K
Increased by +0.06%
Dec 29, 23
10 Vanguard Value Index Inv 5.51M (0.87%) 7.26K
Increased by +0.13%
Nov 30, 23
11 Vanguard Mid-Cap Value ETF 5.18M (0.81%) -22.77K
Decreased by -0.44%
Nov 30, 23
12 American Funds New Perspective A 5.14M (0.81%) -2.62M
Decreased by -50.94%
Sep 30, 23
13 Capital Group New Perspective Comp 5.14M (0.81%) -2.62M
Decreased by -50.94%
Sep 30, 23
14 US Global Jets ETF 4.43M (0.70%) -15.03K
Decreased by -0.34%
Dec 29, 23
15 Vanguard Institutional Index I 4.29M (0.67%) -14.43K
Decreased by -0.34%
Nov 30, 23
16 Capital Group AMCAP Composite 3.77M (0.59%) -3.46K
Decreased by -0.09%
Sep 30, 23
17 VA CollegeAmerica Amcap 529A 3.77M (0.59%) -3.46K
Decreased by -0.09%
Sep 30, 23
18 American Funds Invmt Co of Amer A 3.30M (0.52%) -6.02K
Decreased by -0.18%
Sep 30, 23
19 Capital Group Investment Co of Amer Comp 3.30M (0.52%) -6.02K
Decreased by -0.18%
Sep 30, 23
20 State St S&P 500® Indx SL Cl III 3.07M (0.48%) -6.30K
Decreased by -0.21%
Dec 31, 23