Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.20M (9.04%) -131.33K
Decreased by -0.62%
Sep 30, 23
2 BlackRock Inc 20.49M (8.74%) 106.44K
Increased by +0.52%
Sep 30, 23
3 T. Rowe Price Associates, Inc. 12.03M (5.13%) -70.18K
Decreased by -0.58%
Sep 30, 23
4 State Street Corporation 10.45M (4.45%) -533.78K
Decreased by -5.11%
Sep 30, 23
5 Wellington Management Company LLP 6.59M (2.81%) -733.35K
Decreased by -11.12%
Sep 30, 23
6 Geode Capital Management, LLC 4.42M (1.88%) 78.98K
Increased by +1.79%
Sep 30, 23
7 Sanders Capital, LLC 4.26M (1.82%) 58.01K
Increased by +1.36%
Sep 30, 23
8 FMR Inc 4.22M (1.80%) -191.53K
Decreased by -4.54%
Sep 30, 23
9 AllianceBernstein L.P. 3.41M (1.46%) 198.99K
Increased by +5.83%
Sep 30, 23
10 Ameriprise Financial Inc 3.30M (1.40%) -431.34K
Decreased by -13.09%
Sep 30, 23
11 Capital Research & Mgmt Co - Division 3 3.13M (1.33%) -1.56M
Decreased by -50.05%
Sep 30, 23
12 Baillie Gifford & Co Limited. 3.06M (1.30%) -74.33K
Decreased by -2.43%
Sep 30, 23
13 Nuveen Asset Management, LLC 2.93M (1.25%) -209.55K
Decreased by -7.14%
Sep 30, 23
14 Morgan Stanley - Brokerage Accounts 2.78M (1.19%) 46.32K
Increased by +1.66%
Sep 30, 23
15 Northern Trust Corp 2.42M (1.03%) 57.10K
Increased by +2.36%
Sep 30, 23
16 Artisan Partners Limited Partnership 2.38M (1.01%) 160.52K
Increased by +6.75%
Sep 30, 23
17 JPMorgan Chase & Co 2.31M (0.99%) -22.07K
Decreased by -0.95%
Sep 30, 23
18 Goldman Sachs Group Inc 2.04M (0.87%) 27.40K
Increased by +1.34%
Sep 30, 23
19 Bank of New York Mellon Corp 1.93M (0.82%) -9.35K
Decreased by -0.48%
Sep 30, 23
20 Amvescap Plc. 1.86M (0.79%) 54.88K
Increased by +2.96%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.39M (3.15%) 9.03K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 5.74M (2.45%) 53.12K
Increased by +0.92%
Nov 30, 23
3 SPDR® S&P 500 ETF Trust 2.90M (1.23%) -20.29K
Decreased by -0.70%
Dec 31, 23
4 Fidelity® 500 Index 2.75M (1.17%) 17.48K
Increased by +0.64%
Nov 30, 23
5 Vanguard Health Care Inv 2.56M (1.09%) 0.00
Increased by 0.00%
Sep 30, 23
6 iShares Core S&P 500 ETF 2.34M (1.00%) 1.40K
Increased by +0.06%
Dec 29, 23
7 Vanguard Value Index Inv 2.02M (0.86%) 5.19K
Increased by +0.26%
Nov 30, 23
8 Health Care Select Sector SPDR® ETF 1.75M (0.74%) -1.27K
Decreased by -0.07%
Dec 31, 23
9 Vanguard Windsor™ II Inv 1.74M (0.74%) 90.10K
Increased by +5.19%
Sep 30, 23
10 T. Rowe Price US Value Equity Composite 1.70M (0.72%) -187.28K
Decreased by -11.02%
Sep 30, 23
11 T. Rowe Price Value 1.70M (0.72%) -187.28K
Decreased by -11.02%
Sep 30, 23
12 Vanguard Institutional Index I 1.57M (0.67%) -3.51K
Decreased by -0.22%
Nov 30, 23
13 Vanguard Wellington™ Inv 1.53M (0.65%) -235.21K
Decreased by -15.38%
Sep 30, 23
14 T. Rowe Price U.S. Value Equity Tr-Z 1.52M (0.65%) -168.21K
Decreased by -11.06%
Sep 30, 23
15 American Funds Washington Mutual A 1.45M (0.62%) -319.98K
Decreased by -22.00%
Sep 30, 23
16 Capital Group Wash Mutual Invtrs Comp 1.45M (0.62%) -319.98K
Decreased by -22.00%
Sep 30, 23
17 Vanguard Dividend Appreciation ETF 1.36M (0.58%) 9.19K
Increased by +0.68%
Nov 30, 23
18 First Eagle Global A 1.26M (0.54%) 0.00
Increased by 0.00%
Nov 30, 23
19 State St S&P 500® Indx SL Cl III 1.12M (0.48%) -3.90K
Decreased by -0.35%
Dec 31, 23
20 T. Rowe Price Health Sciences 1.09M (0.46%) 52.48K
Increased by +4.84%
Sep 30, 23