Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 47.01M (12.27%) -259.35K
Decreased by -0.55%
Sep 30, 23
2 BlackRock Inc 36.99M (9.66%) -91.81K
Decreased by -0.25%
Sep 30, 23
3 State Street Corporation 27.70M (7.23%) -926.15K
Decreased by -3.34%
Sep 30, 23
4 Capital Research Global Investors 16.27M (4.25%) -2.44M
Decreased by -15.00%
Sep 30, 23
5 Capital Research & Mgmt Co - Division 3 13.57M (3.54%) -1.70M
Decreased by -12.49%
Sep 30, 23
6 FMR Inc 13.43M (3.51%) -433.26K
Decreased by -3.23%
Sep 30, 23
7 Pzena Investment Management, LLC 13.32M (3.48%) 197.26K
Increased by +1.48%
Sep 30, 23
8 Wellington Management Company LLP 9.84M (2.57%) 317.30K
Increased by +3.22%
Sep 30, 23
9 Geode Capital Management, LLC 8.27M (2.16%) 159.44K
Increased by +1.93%
Sep 30, 23
10 Franklin Resources Inc 8.03M (2.10%) -689.07K
Decreased by -8.58%
Sep 30, 23
11 ClearBridge Advisors, LLC 6.83M (1.78%) 558.35K
Increased by +8.17%
Sep 30, 23
12 Macquarie Group Ltd 6.31M (1.65%) -360.54K
Decreased by -5.71%
Sep 30, 23
13 Legal & General Group PLC 5.59M (1.46%) 108.14K
Increased by +1.93%
Sep 30, 23
14 JPMorgan Chase & Co 5.34M (1.40%) -14.87K
Decreased by -0.28%
Sep 30, 23
15 ATLAS Infrastructure Partners (UK) Ltd 5.34M (1.39%) 95.55K
Increased by +1.79%
Sep 30, 23
16 Morgan Stanley - Brokerage Accounts 5.28M (1.38%) -71.71K
Decreased by -1.36%
Sep 30, 23
17 Massachusetts Financial Services Company 5.06M (1.32%) -120.65K
Decreased by -2.38%
Sep 30, 23
18 Northern Trust Corp 4.43M (1.16%) 165.73K
Increased by +3.74%
Sep 30, 23
19 Deutsche Bank AG 4.31M (1.13%) 3.13M
Increased by +72.70%
Sep 30, 23
20 Amvescap Plc. 3.78M (0.99%) -140.45K
Decreased by -3.72%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 12.02M (3.14%) 15.14K
Increased by +0.13%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 9.34M (2.44%) 88.46K
Increased by +0.95%
Nov 30, 23
3 American Funds Invmt Co of Amer A 9.06M (2.37%) -292.33K
Decreased by -3.23%
Sep 30, 23
4 Capital Group Investment Co of Amer Comp 9.06M (2.37%) -292.33K
Decreased by -3.23%
Sep 30, 23
5 Vanguard Mid Cap Index Institutional 8.71M (2.27%) 10.05K
Increased by +0.12%
Nov 30, 23
6 Vanguard Windsor Investor Shares 6.34M (1.66%) 65.57K
Increased by +1.03%
Sep 30, 23
7 Utilities Select Sector SPDR® ETF 5.79M (1.51%) -16.31K
Decreased by -0.28%
Dec 31, 23
8 American Funds American Mutual A 4.95M (1.29%) -2.54M
Decreased by -51.31%
Sep 30, 23
9 Capital Group American Mutual Comp 4.95M (1.29%) -2.54M
Decreased by -51.31%
Sep 30, 23
10 SPDR® S&P 500 ETF Trust 4.72M (1.23%) -33.14K
Decreased by -0.70%
Dec 31, 23
11 Fidelity® 500 Index 4.47M (1.17%) 28.42K
Increased by +0.64%
Nov 30, 23
12 American Funds Capital Income Bldr A 4.44M (1.16%) -276.13K
Decreased by -6.23%
Sep 30, 23
13 Franklin Utilities A1 4.30M (1.12%) 0.00
Increased by 0.00%
Nov 30, 23
14 Franklin Utilities Fund A1 4.30M (1.12%) 0.00
Increased by 0.00%
Nov 30, 23
15 iShares Select Dividend ETF 3.92M (1.02%) -2.43K
Decreased by -0.06%
Dec 29, 23
16 iShares Core S&P 500 ETF 3.82M (1.00%) 2.28K
Increased by +0.06%
Dec 29, 23
17 Vanguard Value Index Inv 3.29M (0.86%) 14.56K
Increased by +0.44%
Nov 30, 23
18 Vanguard Mid-Cap Value ETF 3.09M (0.81%) -13.64K
Decreased by -0.44%
Nov 30, 23
19 American Funds Capital World Gr&Inc A 3.05M (0.80%) -2.32K
Decreased by -0.08%
Sep 30, 23
20 Capital Group World Growth & Inc Cmp 3.05M (0.80%) -2.32K
Decreased by -0.08%
Sep 30, 23