Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKF 1000.00%
2 ITOT 1000.00%
3 ILCG 1000.00%
4 ILCB 1000.00%
5 IYM 1000.00%
6 IWF 1000.00%
7 IUSG 1000.00%
8 IWL 1000.00%
9 ILCV 1000.00%
10 IUSV 1000.00%
11 IWD 1000.00%
12 JKD 1000.00%
13 IWB 1000.00%
14 IVE 1000.00%
15 IYY 1000.00%
16 IWV 1000.00%
17 IVEG 1000.00%
18 IWX 1000.00%
19 JKE 1000.00%
20 IVV 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 22.88M (9.00%) 387.55K
Increased by +1.69%
Sep 30, 23
2 BlackRock Inc 21.78M (8.57%) -95.85K
Decreased by -0.44%
Sep 30, 23
3 State Street Corporation 11.17M (4.39%) -63.24K
Decreased by -0.57%
Sep 30, 23
4 Wellington Management Company LLP 8.67M (3.41%) -2.27M
Decreased by -26.18%
Sep 30, 23
5 Morgan Stanley - Brokerage Accounts 5.65M (2.22%) -60.41K
Decreased by -1.07%
Sep 30, 23
6 Gates Bill & Melinda Foundation 5.22M (2.05%) 0.00
Increased by 0.00%
Sep 30, 23
7 Aristotle Capital Management LLC 5.10M (2.00%) -85.42K
Decreased by -1.68%
Sep 30, 23
8 Geode Capital Management, LLC 4.84M (1.90%) 208.90K
Increased by +4.31%
Sep 30, 23
9 Pictet Asset Manangement SA 4.32M (1.70%) 4.32M
Increased by +100.00%
Sep 30, 23
10 Royal Bank of Canada 3.70M (1.45%) -33.63K
Decreased by -0.91%
Sep 30, 23
11 UBS Asset Mgmt Americas Inc 3.49M (1.37%) 364.41K
Increased by +10.44%
Sep 30, 23
12 Franklin Resources Inc 3.25M (1.28%) 10.58K
Increased by +0.33%
Sep 30, 23
13 Capital Research & Mgmt Co - Division 3 3.01M (1.18%) 195.00
Increased by +0.01%
Sep 30, 23
14 Northern Trust Corp 2.77M (1.09%) 123.57K
Increased by +4.45%
Sep 30, 23
15 Bank of New York Mellon Corp 2.60M (1.02%) -12.14K
Decreased by -0.47%
Sep 30, 23
16 Amvescap Plc. 2.56M (1.01%) 41.55K
Increased by +1.63%
Sep 30, 23
17 Bank of America Corp 2.49M (0.98%) 8.15K
Increased by +0.33%
Sep 30, 23
18 Sustainable Growth Advisers, LP 2.44M (0.96%) -125.99K
Decreased by -5.17%
Sep 30, 23
19 Nordea Investment Mgmt Bank Demark A/s 2.29M (0.90%) 85.98K
Increased by +3.75%
Sep 30, 23
20 Brown Advisory Holdings Inc 2.17M (0.85%) 48.38K
Increased by +2.23%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 8.04M (3.16%) 13.87K
Increased by +0.17%
Nov 30, 23
2 Vanguard Dividend Growth Inv 6.89M (2.71%) -644.87K
Decreased by -9.36%
Sep 30, 23
3 Vanguard Institutional 500 Index Trust 6.18M (2.43%) 56.49K
Increased by +0.91%
Nov 30, 23
4 SPDR® S&P 500 ETF Trust 3.13M (1.23%) -22.05K
Decreased by -0.70%
Dec 31, 23
5 Fidelity® 500 Index 2.96M (1.16%) 18.81K
Increased by +0.64%
Nov 30, 23
6 iShares Core S&P 500 ETF 2.53M (0.99%) 1.51K
Increased by +0.06%
Dec 29, 23
7 Vanguard Growth Index Investor 2.26M (0.89%) 12.37K
Increased by +0.55%
Nov 30, 23
8 Franklin Rising Dividends A 1.83M (0.72%) 0.00
Increased by 0.00%
Oct 31, 23
9 Franklin Rising Dividends Fund A 1.83M (0.72%) 0.00
Increased by 0.00%
Nov 30, 23
10 Vanguard Institutional Index I 1.69M (0.66%) -3.96K
Decreased by -0.23%
Nov 30, 23
11 VanEck Morningstar Wide Moat 1.67M (0.66%) 131.95K
Increased by +7.91%
Dec 31, 23
12 VanEck Morningstar Wide Moat ETF 1.67M (0.66%) 1.60K
Increased by +0.10%
Dec 30, 23
13 American Funds American Mutual A 1.63M (0.64%) -3.40K
Decreased by -0.21%
Sep 30, 23
14 Capital Group American Mutual Comp 1.63M (0.64%) -3.40K
Decreased by -0.21%
Sep 30, 23
15 Pictet-Water I EUR 1.61M (0.63%) -76.91K
Decreased by -4.77%
Nov 30, 23
16 Bridge Builder Large Cap Growth 1.58M (0.62%) -252.00
Decreased by -0.02%
Dec 31, 23
17 Vanguard Dividend Appreciation ETF 1.46M (0.57%) 10.71K
Increased by +0.73%
Nov 30, 23
18 American Funds Invmt Co of Amer A 1.33M (0.52%) -2.43K
Decreased by -0.18%
Sep 30, 23
19 Capital Group Investment Co of Amer Comp 1.33M (0.52%) -2.43K
Decreased by -0.18%
Sep 30, 23
20 Materials Select Sector SPDR® ETF 1.33M (0.52%) -83.32K
Decreased by -6.26%
Dec 31, 23