Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITOT 1000.00%
2 IUSG 1000.00%
3 IMCV 1000.00%
4 JKF 1000.00%
5 ILCB 1000.00%
6 JKD 1000.00%
7 JKI 1000.00%
8 ILCV 1000.00%
9 IYY 1000.00%
10 IYC 1000.00%
11 IWV 1000.00%
12 JKG 1000.00%
13 IWS 1000.00%
14 IWR 1000.00%
15 IWD 1000.00%
16 IWB 1000.00%
17 IMCB 1000.00%
18 IVW 1000.00%
19 IVV 1000.00%
20 CLAW 12.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 34.10M (11.73%) -620.12K
Decreased by -1.82%
Sep 30, 23
2 BlackRock Inc 28.80M (9.91%) 1.52M
Increased by +5.28%
Sep 30, 23
3 Capital World Investors 19.66M (6.76%) -11.27M
Decreased by -57.31%
Sep 30, 23
4 Capital Research Global Investors 14.08M (4.84%) -852.53K
Decreased by -6.06%
Sep 30, 23
5 State Street Corporation 13.42M (4.62%) -304.20K
Decreased by -2.27%
Sep 30, 23
6 Bank of America Corp 7.52M (2.58%) -1.44M
Decreased by -19.16%
Sep 30, 23
7 Geode Capital Management, LLC 6.67M (2.29%) 51.34K
Increased by +0.77%
Sep 30, 23
8 Berkshire Hathaway Inc 5.97M (2.05%) 0.00
Increased by 0.00%
Sep 30, 23
9 Dimensional Fund Advisors, Inc. 5.54M (1.90%) -167.35K
Decreased by -3.02%
Sep 30, 23
10 FMR Inc 5.15M (1.77%) -1.35M
Decreased by -26.23%
Sep 30, 23
11 Parnassus Investments, LLC 5.05M (1.74%) -175.42K
Decreased by -3.47%
Sep 30, 23
12 Amvescap Plc. 3.95M (1.36%) -79.65K
Decreased by -2.02%
Sep 30, 23
13 GQG Partners LLC 3.83M (1.32%) 3.83M
Increased by +100.00%
Sep 30, 23
14 Greenhaven Associates Inc 3.51M (1.21%) -80.86K
Decreased by -2.30%
Sep 30, 23
15 Wellington Management Company LLP 3.47M (1.19%) -75.67K
Decreased by -2.18%
Sep 30, 23
16 Northern Trust Corp 3.39M (1.17%) 104.45K
Increased by +3.08%
Sep 30, 23
17 Morgan Stanley - Brokerage Accounts 3.25M (1.12%) 106.07K
Increased by +3.26%
Sep 30, 23
18 Smead Capital Management Inc 2.80M (0.96%) -97.00K
Decreased by -3.46%
Sep 30, 23
19 Arrowstreet Capital Limited Partnership 2.33M (0.80%) 854.23K
Increased by +36.62%
Sep 30, 23
20 Bank of New York Mellon Corp 2.31M (0.80%) -101.21K
Decreased by -4.38%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers Shareholders First 12.67M (4.36%) 0.00
Increased by 0.00%
Mar 31, 23
2 American Funds Growth Fund of Amer A 10.63M (3.66%) -2.55M
Decreased by -23.98%
Sep 30, 23
3 Capital Group Growth Fnd of Amer Comp 10.63M (3.66%) -2.55M
Decreased by -23.98%
Sep 30, 23
4 Vanguard Total Stock Mkt Idx Inv 9.54M (3.28%) 19.93K
Increased by +0.21%
Nov 30, 23
5 Vanguard Institutional 500 Index Trust 7.42M (2.55%) 65.71K
Increased by +0.89%
Nov 30, 23
6 Vanguard Mid Cap Index Institutional 6.92M (2.38%) 6.58K
Increased by +0.10%
Nov 30, 23
7 American Funds American Balanced A 5.25M (1.80%) -3.46M
Decreased by -65.98%
Sep 30, 23
8 American Funds Fundamental Invs A 4.09M (1.41%) -2.55M
Decreased by -62.28%
Sep 30, 23
9 Capital Group Fundamental Invtrs Comp 4.09M (1.41%) -2.55M
Decreased by -62.28%
Sep 30, 23
10 SPDR® S&P 500 ETF Trust 3.71M (1.28%) -26.13K
Decreased by -0.70%
Dec 31, 23
11 Fidelity® 500 Index 3.55M (1.22%) 22.58K
Increased by +0.64%
Nov 30, 23
12 American Funds Invmt Co of Amer A 3.44M (1.18%) -196.06K
Decreased by -5.70%
Sep 30, 23
13 Capital Group Investment Co of Amer Comp 3.44M (1.18%) -196.06K
Decreased by -5.70%
Sep 30, 23
14 iShares Core S&P 500 ETF 3.00M (1.03%) 1.79K
Increased by +0.06%
Dec 29, 23
15 American Funds Washington Mutual A 2.79M (0.96%) -1.68M
Decreased by -60.20%
Sep 30, 23
16 Capital Group Wash Mutual Invtrs Comp 2.79M (0.96%) -1.68M
Decreased by -60.20%
Sep 30, 23
17 Vanguard Wellington™ Inv 2.72M (0.93%) -40.50K
Decreased by -1.49%
Sep 30, 23
18 Pacer US Cash Cows 100 ETF 2.67M (0.92%) 10.61K
Increased by +0.40%
Dec 29, 23
19 American Funds American Mutual A 2.65M (0.91%) -195.31K
Decreased by -7.38%
Sep 30, 23
20 Capital Group American Mutual Comp 2.65M (0.91%) -195.31K
Decreased by -7.38%
Sep 30, 23