Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.71M (9.95%) 3.46M
Increased by +15.92%
Sep 30, 23
2 BlackRock Inc 19.40M (8.89%) 802.28K
Increased by +4.14%
Sep 30, 23
3 Capital Research & Mgmt Co - Division 3 16.40M (7.52%) 1.32M
Increased by +8.02%
Sep 30, 23
4 Capital World Investors 12.93M (5.93%) 2.15M
Increased by +16.60%
Sep 30, 23
5 State Street Corporation 9.51M (4.36%) -227.42K
Decreased by -2.39%
Sep 30, 23
6 T. Rowe Price Associates, Inc. 6.93M (3.18%) 185.94K
Increased by +2.68%
Sep 30, 23
7 Geode Capital Management, LLC 4.31M (1.97%) 91.17K
Increased by +2.12%
Sep 30, 23
8 Morgan Stanley - Brokerage Accounts 3.79M (1.74%) -174.74K
Decreased by -4.61%
Sep 30, 23
9 Longview Partners (Guernsey) Ltd. 3.59M (1.65%) 883.50K
Increased by +24.58%
Sep 30, 23
10 FMR Inc 2.47M (1.13%) -1.64M
Decreased by -66.50%
Sep 30, 23
11 Northern Trust Corp 2.35M (1.08%) 62.91K
Increased by +2.68%
Sep 30, 23
12 Manufacturers Life Insurance Co 2.11M (0.97%) 1.04M
Increased by +49.52%
Sep 30, 23
13 Alecta Pensionsforsakring, Omsesidigt 2.06M (0.95%) 0.00
Increased by 0.00%
Sep 30, 23
14 Macquarie Group Ltd 1.98M (0.91%) -265.86K
Decreased by -13.43%
Sep 30, 23
15 Bank of America Corp 1.97M (0.90%) -333.94K
Decreased by -16.93%
Sep 30, 23
16 Marshall Wace Asset Management Ltd 1.65M (0.76%) 474.27K
Increased by +28.80%
Sep 30, 23
17 Squarepoint Ops LLC 1.59M (0.73%) 1.02M
Increased by +63.99%
Sep 30, 23
18 Amvescap Plc. 1.57M (0.72%) 481.88K
Increased by +30.64%
Sep 30, 23
19 Bank of New York Mellon Corp 1.56M (0.72%) -318.25K
Decreased by -20.37%
Sep 30, 23
20 Fiduciary Management, Inc. of Milwaukee 1.56M (0.72%) 357.13K
Increased by +22.86%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.88M (3.15%) 8.57K
Increased by +0.12%
Nov 30, 23
2 American Funds American Balanced A 6.64M (3.04%) 755.85K
Increased by +11.38%
Sep 30, 23
3 American Funds Fundamental Invs A 5.61M (2.57%) 1.55M
Increased by +27.56%
Sep 30, 23
4 Capital Group Fundamental Invtrs Comp 5.61M (2.57%) 1.55M
Increased by +27.56%
Sep 30, 23
5 Vanguard Institutional 500 Index Trust 5.35M (2.45%) 50.60K
Increased by +0.95%
Nov 30, 23
6 American Funds Washington Mutual A 4.20M (1.92%) -150.48K
Decreased by -3.59%
Sep 30, 23
7 Capital Group Wash Mutual Invtrs Comp 4.20M (1.92%) -150.48K
Decreased by -3.59%
Sep 30, 23
8 American Funds American Mutual A 3.83M (1.76%) 1.69M
Increased by +44.06%
Sep 30, 23
9 Capital Group American Mutual Comp 3.83M (1.76%) 1.69M
Increased by +44.06%
Sep 30, 23
10 SPDR® S&P 500 ETF Trust 2.71M (1.24%) -18.98K
Decreased by -0.70%
Dec 31, 23
11 BlackRock Equity Dividend Instl 2.59M (1.19%) -43.50K
Decreased by -1.68%
Nov 30, 23
12 Fidelity® 500 Index 2.56M (1.17%) 16.27K
Increased by +0.64%
Nov 30, 23
13 American Funds Invmt Co of Amer A 2.54M (1.16%) 1.53M
Increased by +60.17%
Sep 30, 23
14 Capital Group Investment Co of Amer Comp 2.54M (1.16%) 1.53M
Increased by +60.17%
Sep 30, 23
15 Vanguard Mid Cap Index Institutional 2.49M (1.14%) 4.59K
Increased by +0.18%
Nov 30, 23
16 iShares Core S&P 500 ETF 2.19M (1.00%) 1.30K
Increased by +0.06%
Dec 29, 23
17 T. Rowe Price Blue Chip Growth 1.79M (0.82%) -249.64K
Decreased by -13.94%
Sep 30, 23
18 T. Rowe Price US Lrg-Cap Core Gr Eq Comp 1.79M (0.82%) -249.64K
Decreased by -13.94%
Sep 30, 23
19 American Funds Growth Fund of Amer A 1.65M (0.75%) -1.86M
Decreased by -112.96%
Sep 30, 23
20 Capital Group Growth Fnd of Amer Comp 1.65M (0.75%) -1.86M
Decreased by -112.96%
Sep 30, 23