Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IVV 1000.00%
2 IWL 1000.00%
3 IWD 1000.00%
4 IWB 1000.00%
5 GLOF 1000.00%
6 JKF 1000.00%
7 ILCB 1000.00%
8 JKD 1000.00%
9 ILCV 1000.00%
10 IYY 1000.00%
11 ITOT 1000.00%
12 IYH 1000.00%
13 IXJ 1000.00%
14 IUSV 1000.00%
15 IVE 1000.00%
16 IWX 1000.00%
17 IWV 1000.00%
18 PIO 7.81%
19 PHO 7.81%
20 AILG 6.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 55.94M (8.12%) 18.71K
Increased by +0.03%
Sep 30, 23
2 BlackRock Inc 49.25M (7.15%) -1.03M
Decreased by -2.10%
Sep 30, 23
3 State Street Corporation 27.00M (3.92%) -962.07K
Decreased by -3.56%
Sep 30, 23
4 Wellington Management Company LLP 24.93M (3.62%) 3.91M
Increased by +15.67%
Sep 30, 23
5 FMR Inc 21.56M (3.13%) -586.63K
Decreased by -2.72%
Sep 30, 23
6 Morgan Stanley - Brokerage Accounts 19.12M (2.78%) -1.46M
Decreased by -7.64%
Sep 30, 23
7 T. Rowe Price Associates, Inc. 15.14M (2.20%) 1.16M
Increased by +7.67%
Sep 30, 23
8 Capital Research & Mgmt Co - Division 3 14.62M (2.12%) 592.39K
Increased by +4.05%
Sep 30, 23
9 Geode Capital Management, LLC 13.34M (1.94%) -120.66K
Decreased by -0.90%
Sep 30, 23
10 JPMorgan Chase & Co 9.23M (1.34%) 3.23M
Increased by +35.00%
Sep 30, 23
11 Bank of New York Mellon Corp 8.18M (1.19%) 502.87K
Increased by +6.14%
Sep 30, 23
12 Northern Trust Corp 8.10M (1.18%) 134.91K
Increased by +1.67%
Sep 30, 23
13 Franklin Resources Inc 6.22M (0.90%) 107.62K
Increased by +1.73%
Sep 30, 23
14 Bank of America Corp 6.21M (0.90%) -2.39M
Decreased by -38.52%
Sep 30, 23
15 Edgewood Management LLC 5.93M (0.86%) -194.04K
Decreased by -3.27%
Sep 30, 23
16 Capital World Investors 5.92M (0.86%) 123.77K
Increased by +2.09%
Sep 30, 23
17 Amundi 5.55M (0.81%) 113.14K
Increased by +2.04%
Sep 30, 23
18 T. Rowe Price Investment Management,Inc. 5.34M (0.78%) -2.02M
Decreased by -37.80%
Sep 30, 23
19 Goldman Sachs Group Inc 5.29M (0.77%) 2.64M
Increased by +49.93%
Sep 30, 23
20 HHG PLC 4.91M (0.71%) 154.57K
Increased by +3.15%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 20.83M (3.02%) 25.07K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 16.02M (2.33%) 148.88K
Increased by +0.93%
Nov 30, 23
3 SPDR® S&P 500 ETF Trust 8.11M (1.18%) -56.94K
Decreased by -0.70%
Dec 31, 23
4 Fidelity® 500 Index 7.66M (1.11%) 48.73K
Increased by +0.64%
Nov 30, 23
5 iShares Core S&P 500 ETF 6.55M (0.95%) 3.91K
Increased by +0.06%
Dec 29, 23
6 Vanguard Dividend Growth Inv 6.03M (0.88%) 706.51K
Increased by +11.71%
Sep 30, 23
7 Vanguard Health Care Inv 5.11M (0.74%) 185.73K
Increased by +3.63%
Sep 30, 23
8 Health Care Select Sector SPDR® ETF 4.89M (0.71%) -3.55K
Decreased by -0.07%
Dec 31, 23
9 American Funds Washington Mutual A 4.75M (0.69%) 44.74K
Increased by +0.94%
Sep 30, 23
10 Capital Group Wash Mutual Invtrs Comp 4.75M (0.69%) 44.74K
Increased by +0.94%
Sep 30, 23
11 Vanguard Wellington™ Inv 4.39M (0.64%) 1.85M
Increased by +42.06%
Sep 30, 23
12 Vanguard Institutional Index I 4.38M (0.64%) -9.92K
Decreased by -0.23%
Nov 30, 23
13 Morgan Stanley Glbl Franchise 4.01M (0.58%) -386.36K
Decreased by -9.63%
Sep 30, 23
14 MS INVF Global Brands A USD 3.93M (0.57%) -25.76K
Decreased by -0.66%
Nov 30, 23
15 Select Medical Tech and Devcs 3.59M (0.52%) 130.00K
Increased by +3.62%
Nov 30, 23
16 T. Rowe Price Capital Appreciation 3.44M (0.50%) -1.29M
Decreased by -37.59%
Sep 30, 23
17 American Funds Growth Fund of Amer A 3.21M (0.47%) 135.91K
Increased by +4.23%
Sep 30, 23
18 Capital Group Growth Fnd of Amer Comp 3.21M (0.47%) 135.91K
Increased by +4.23%
Sep 30, 23
19 American Funds American Mutual A 3.16M (0.46%) 239.06K
Increased by +7.56%
Sep 30, 23
20 Capital Group American Mutual Comp 3.16M (0.46%) 239.06K
Increased by +7.56%
Sep 30, 23