Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 42.21M (12.24%) -1.07M
Decreased by -2.54%
Sep 30, 23
2 Vanguard Group Inc 42.14M (12.22%) -429.98K
Decreased by -1.02%
Sep 30, 23
3 State Street Corporation 26.29M (7.62%) 1.15M
Increased by +4.39%
Sep 30, 23
4 Geode Capital Management, LLC 8.09M (2.35%) 98.70K
Increased by +1.22%
Sep 30, 23
5 Legal & General Group PLC 6.20M (1.80%) 27.85K
Increased by +0.45%
Sep 30, 23
6 UBS Asset Mgmt Americas Inc 4.55M (1.32%) 75.21K
Increased by +1.65%
Sep 30, 23
7 Northern Trust Corp 4.48M (1.30%) 340.24K
Increased by +7.59%
Sep 30, 23
8 Morgan Stanley - Brokerage Accounts 4.22M (1.22%) 72.92K
Increased by +1.73%
Sep 30, 23
9 Amvescap Plc. 2.98M (0.86%) 129.52K
Increased by +4.35%
Sep 30, 23
10 Bank of New York Mellon Corp 2.66M (0.77%) -92.75K
Decreased by -3.49%
Sep 30, 23
11 California Public Employees Retrmnt Sys 2.17M (0.63%) -13.60K
Decreased by -0.63%
Sep 30, 23
12 Amundi 2.07M (0.60%) -521.25K
Decreased by -25.17%
Sep 30, 23
13 Charles Schwab Investment Management Inc 1.98M (0.58%) 26.91K
Increased by +1.36%
Sep 30, 23
14 Cohen & Steers Inc 1.96M (0.57%) 1.96M
Increased by +100.00%
Sep 30, 23
15 ProShare Advisors LLC 1.95M (0.56%) 123.07K
Increased by +6.32%
Sep 30, 23
16 Nuveen Asset Management, LLC 1.57M (0.45%) -78.54K
Decreased by -5.02%
Sep 30, 23
17 JPMorgan Chase & Co 1.49M (0.43%) 34.89K
Increased by +2.34%
Sep 30, 23
18 Goldman Sachs Group Inc 1.34M (0.39%) -663.63K
Decreased by -49.51%
Sep 30, 23
19 Deutsche Bank AG 1.31M (0.38%) -232.42K
Decreased by -17.72%
Sep 30, 23
20 Apg All Pensions Group 1.30M (0.38%) -162.99K
Decreased by -12.55%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 10.82M (3.14%) 20.87K
Increased by +0.19%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 8.41M (2.44%) 76.86K
Increased by +0.91%
Nov 30, 23
3 Vanguard Mid Cap Index Institutional 7.84M (2.27%) 11.15K
Increased by +0.14%
Nov 30, 23
4 Utilities Select Sector SPDR® ETF 5.21M (1.51%) -14.57K
Decreased by -0.28%
Dec 31, 23
5 SPDR® S&P 500 ETF Trust 4.26M (1.24%) -29.93K
Decreased by -0.70%
Dec 31, 23
6 Fidelity® 500 Index 4.02M (1.17%) 25.57K
Increased by +0.64%
Nov 30, 23
7 SPDR® S&P Dividend ETF 3.79M (1.10%) 0.00
Increased by 0.00%
Dec 31, 23
8 iShares MSCI USA Min Vol Factor ETF 3.63M (1.05%) 2.43K
Increased by +0.07%
Dec 29, 23
9 iShares Core S&P 500 ETF 3.44M (1.00%) 2.05K
Increased by +0.06%
Dec 29, 23
10 Vanguard Value Index Inv 2.96M (0.86%) 12.68K
Increased by +0.43%
Nov 30, 23
11 Vanguard Mid-Cap Value ETF 2.78M (0.81%) -12.30K
Decreased by -0.44%
Nov 30, 23
12 Vanguard Institutional Index I 2.30M (0.67%) -4.41K
Decreased by -0.19%
Nov 30, 23
13 Vanguard Utilities ETF 2.04M (0.59%) -46.87K
Decreased by -2.30%
Nov 30, 23
14 ProShares S&P 500 Dividend Aristocrats 1.79M (0.52%) 0.00
Increased by 0.00%
Dec 29, 23
15 State St S&P 500® Indx SL Cl III 1.65M (0.48%) -2.70K
Decreased by -0.16%
Dec 31, 23
16 Vanguard High Dividend Yield ETF 1.56M (0.45%) -3.52K
Decreased by -0.23%
Nov 30, 23
17 Blackrock Eq Idx Fund CF 1.23M (0.36%) 10.24K
Increased by +0.83%
Dec 31, 23
18 Invesco S&P 500® Equal Weight ETF 1.03M (0.30%) 0.00
Increased by 0.00%
Dec 29, 23
19 iShares Russell Mid-Cap ETF 1.01M (0.29%) -762.00
Decreased by -0.08%
Dec 29, 23
20 Fidelity® Mid Cap Index 1.00M (0.29%) 11.35K
Increased by +1.13%
Nov 30, 23