Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 61.60M (8.80%) -232.91K
Decreased by -0.38%
Sep 30, 23
2 BlackRock Inc 46.89M (6.70%) -848.30K
Decreased by -1.81%
Sep 30, 23
3 State Street Corporation 34.85M (4.98%) -1.30M
Decreased by -3.74%
Sep 30, 23
4 Pzena Investment Management, LLC 18.23M (2.60%) 3.35M
Increased by +18.36%
Sep 30, 23
5 JPMorgan Chase & Co 16.34M (2.33%) 1.33M
Increased by +8.12%
Sep 30, 23
6 Morgan Stanley - Brokerage Accounts 14.69M (2.10%) -504.18K
Decreased by -3.43%
Sep 30, 23
7 Geode Capital Management, LLC 13.40M (1.91%) 206.40K
Increased by +1.54%
Sep 30, 23
8 Capital World Investors 9.16M (1.31%) -4.95M
Decreased by -53.96%
Sep 30, 23
9 Dimensional Fund Advisors, Inc. 8.43M (1.20%) -132.54K
Decreased by -1.57%
Sep 30, 23
10 Amvescap Plc. 7.68M (1.10%) 714.89K
Increased by +9.31%
Sep 30, 23
11 Northern Trust Corp 7.61M (1.09%) -273.21K
Decreased by -3.59%
Sep 30, 23
12 Bank of New York Mellon Corp 6.38M (0.91%) 33.70K
Increased by +0.53%
Sep 30, 23
13 Pacer Advisors, INC. 5.95M (0.85%) 727.26K
Increased by +12.22%
Sep 30, 23
14 Bank of America Corp 5.45M (0.78%) -685.04K
Decreased by -12.56%
Sep 30, 23
15 State Farm Mutual Automobile Ins Co 4.82M (0.69%) 0.00
Increased by 0.00%
Sep 30, 23
16 UBS Group AG 4.77M (0.68%) 77.34K
Increased by +1.62%
Sep 30, 23
17 Goldman Sachs Group Inc 4.53M (0.65%) 757.58K
Increased by +16.73%
Sep 30, 23
18 Millennium Management LLC 4.28M (0.61%) 2.68M
Increased by +62.75%
Sep 30, 23
19 Wells Fargo & Co 4.22M (0.60%) -105.20K
Decreased by -2.49%
Sep 30, 23
20 Legal & General Group PLC 4.19M (0.60%) -159.72K
Decreased by -3.81%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 22.02M (3.15%) 25.98K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 17.14M (2.45%) 146.50K
Increased by +0.85%
Nov 30, 23
3 SPDR® S&P 500 ETF Trust 8.67M (1.24%) -60.74K
Decreased by -0.70%
Dec 31, 23
4 Fidelity® 500 Index 8.19M (1.17%) 52.14K
Increased by +0.64%
Nov 30, 23
5 iShares Core S&P 500 ETF 6.99M (1.00%) 4.17K
Increased by +0.06%
Dec 29, 23
6 Pacer US Cash Cows 100 ETF 6.29M (0.90%) 24.98K
Increased by +0.40%
Dec 29, 23
7 Vanguard Value Index Inv 6.03M (0.86%) 22.01K
Increased by +0.36%
Nov 30, 23
8 SPDR® Dow Jones Industrial Avrg ETF Tr 5.68M (0.81%) 29.65K
Increased by +0.52%
Dec 31, 23
9 American Funds Income Fund of Amer A 5.08M (0.73%) -5.03M
Decreased by -98.92%
Sep 30, 23
10 Vanguard Institutional Index I 4.69M (0.67%) -9.94K
Decreased by -0.21%
Nov 30, 23
11 Pzena Large Cap Value 3.81M (0.54%) 0.00
Increased by 0.00%
Dec 31, 23
12 Vanguard Windsor Investor Shares 3.81M (0.54%) 0.00
Increased by 0.00%
Sep 30, 23
13 Materials Select Sector SPDR® ETF 3.71M (0.53%) -232.14K
Decreased by -6.26%
Dec 31, 23
14 State St S&P 500® Indx SL Cl III 3.35M (0.48%) -8.80K
Decreased by -0.26%
Dec 31, 23
15 Vanguard High Dividend Yield ETF 3.18M (0.45%) -3.25K
Decreased by -0.10%
Nov 30, 23
16 DFA US Large Cap Value I 2.79M (0.40%) -3.38K
Decreased by -0.12%
Nov 30, 23
17 American Funds American Balanced A 2.59M (0.37%) 0.00
Increased by 0.00%
Sep 30, 23
18 Blackrock Eq Idx Fund CF 2.51M (0.36%) 12.40K
Increased by +0.49%
Dec 31, 23
19 Vanguard Materials ETF 2.15M (0.31%) -53.66K
Decreased by -2.50%
Nov 30, 23
20 Zacks Dividend Strategy 2.11M (0.30%) -230.31K
Decreased by -10.92%
Dec 31, 23