Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 44.88M (10.46%) -59.39K
Decreased by -0.13%
Sep 30, 23
2 BlackRock Inc 30.98M (7.22%) -1.37M
Decreased by -4.43%
Sep 30, 23
3 Massachusetts Financial Services Company 22.86M (5.33%) -550.27K
Decreased by -2.41%
Sep 30, 23
4 State Street Corporation 17.72M (4.13%) -817.33K
Decreased by -4.61%
Sep 30, 23
5 FMR Inc 13.63M (3.17%) -218.56K
Decreased by -1.60%
Sep 30, 23
6 Amvescap Plc. 10.12M (2.36%) 639.25K
Increased by +6.32%
Sep 30, 23
7 Geode Capital Management, LLC 9.83M (2.29%) 180.50K
Increased by +1.84%
Sep 30, 23
8 Nuveen Asset Management, LLC 7.95M (1.85%) 248.28K
Increased by +3.12%
Sep 30, 23
9 Boston Partners Global Investors, Inc 7.10M (1.66%) -983.40K
Decreased by -13.84%
Sep 30, 23
10 Bank of America Corp 6.11M (1.42%) 275.93K
Increased by +4.51%
Sep 30, 23
11 Barrow Hanley Mewhinney & Strauss LLC 5.87M (1.37%) -271.62K
Decreased by -4.63%
Sep 30, 23
12 Macquarie Group Ltd 5.72M (1.33%) -696.41K
Decreased by -12.18%
Sep 30, 23
13 Morgan Stanley - Brokerage Accounts 5.69M (1.33%) -1.15M
Decreased by -20.23%
Sep 30, 23
14 Northern Trust Corp 5.25M (1.22%) 104.14K
Increased by +1.99%
Sep 30, 23
15 Putnam Investments LLC 5.04M (1.17%) -144.82K
Decreased by -2.88%
Sep 30, 23
16 ING Investment Management LLC 4.30M (1.00%) -19.07K
Decreased by -0.44%
Sep 30, 23
17 Franklin Resources Inc 4.25M (0.99%) -589.22K
Decreased by -13.87%
Sep 30, 23
18 Third Point, LLC 4.15M (0.97%) -450.00K
Decreased by -10.84%
Sep 30, 23
19 Bank of New York Mellon Corp 3.98M (0.93%) -128.86K
Decreased by -3.23%
Sep 30, 23
20 Legal & General Group PLC 3.27M (0.76%) -190.42K
Decreased by -5.83%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 12.95M (3.02%) 15.34K
Increased by +0.12%
Nov 30, 23
2 MFS Large Cap Value Equity 11.35M (2.64%) -307.83K
Decreased by -2.71%
Sep 30, 23
3 Vanguard Institutional 500 Index Trust 11.19M (2.61%) 102.13K
Increased by +0.91%
Nov 30, 23
4 MFS Value A 11.16M (2.60%) -123.83K
Decreased by -1.11%
Nov 30, 23
5 Fidelity® 500 Index 5.35M (1.25%) 34.04K
Increased by +0.64%
Nov 30, 23
6 SPDR® S&P 500 ETF Trust 5.30M (1.24%) -37.23K
Decreased by -0.70%
Dec 31, 23
7 Vanguard Mid Cap Index Institutional 4.69M (1.09%) 4.96K
Increased by +0.11%
Nov 30, 23
8 iShares Core S&P 500 ETF 4.28M (1.00%) 2.56K
Increased by +0.06%
Dec 29, 23
9 Vanguard Value Index Inv 3.55M (0.83%) 14.56K
Increased by +0.41%
Nov 30, 23
10 Templeton Growth Inc A 3.47M (0.81%) 0.00
Increased by 0.00%
Nov 30, 23
11 CREF Stock R1 3.43M (0.80%) 118.67K
Increased by +3.46%
Nov 30, 23
12 Putnam Large Cap Value A 3.18M (0.74%) 63.90K
Increased by +2.01%
Dec 31, 23
13 Putnam US Large Cap Value Equity 3.11M (0.73%) 0.00
Increased by 0.00%
Sep 30, 23
14 Vanguard Institutional Index I 3.06M (0.71%) -6.05K
Decreased by -0.20%
Nov 30, 23
15 JHancock Disciplined Value Mid Cap I 2.84M (0.66%) 0.00
Increased by 0.00%
Nov 30, 23
16 Allianz Income and Growth IT H2 EUR 2.37M (0.55%) -841.20K
Decreased by -35.43%
Nov 30, 23
17 Invesco - Diversified Dividend 2.29M (0.53%) 0.00
Increased by 0.00%
Sep 30, 23
18 Materials Select Sector SPDR® ETF 2.27M (0.53%) -142.30K
Decreased by -6.26%
Dec 31, 23
19 Delaware Value® Inst 2.22M (0.52%) 0.00
Increased by 0.00%
Nov 30, 23
20 State St S&P 500® Indx SL Cl III 2.19M (0.51%) 8.60K
Increased by +0.39%
Nov 30, 23