Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IUSV 1000.00%
2 EXI 1000.00%
3 GLOF 1000.00%
4 JKF 1000.00%
5 JKD 1000.00%
6 ILCB 1000.00%
7 IYY 1000.00%
8 ILCV 1000.00%
9 IWX 1000.00%
10 IWV 1000.00%
11 IWL 1000.00%
12 IOO 1000.00%
13 ITOT 1000.00%
14 IWD 1000.00%
15 IWB 1000.00%
16 IVV 1000.00%
17 IVE 1000.00%
18 SGDJ 5.39%
19 GAST 5.01%
20 MAKX 4.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 52.09M (9.18%) -620.44K
Decreased by -1.19%
Sep 30, 23
2 BlackRock Inc 36.83M (6.49%) -117.57K
Decreased by -0.32%
Sep 30, 23
3 State Street Corporation 24.92M (4.39%) 347.49K
Increased by +1.39%
Sep 30, 23
4 Bank of America Corp 17.23M (3.04%) 928.83K
Increased by +5.39%
Sep 30, 23
5 Morgan Stanley - Brokerage Accounts 13.75M (2.42%) 1.01M
Increased by +7.33%
Sep 30, 23
6 Wellington Management Company LLP 11.95M (2.10%) -590.68K
Decreased by -4.94%
Sep 30, 23
7 Geode Capital Management, LLC 10.74M (1.89%) 198.17K
Increased by +1.85%
Sep 30, 23
8 Wells Fargo & Co 10.59M (1.87%) -88.11K
Decreased by -0.83%
Sep 30, 23
9 Amvescap Plc. 8.20M (1.44%) 1.18M
Increased by +14.44%
Sep 30, 23
10 Northern Trust Corp 7.17M (1.26%) 168.78K
Increased by +2.35%
Sep 30, 23
11 Nordea Investment Mgmt Bank Demark A/s 5.89M (1.04%) 137.37K
Increased by +2.33%
Sep 30, 23
12 Bank of New York Mellon Corp 5.87M (1.03%) 165.25K
Increased by +2.82%
Sep 30, 23
13 State Farm Mutual Automobile Ins Co 5.84M (1.03%) 0.00
Increased by 0.00%
Sep 30, 23
14 Stifel Financial Corp 4.56M (0.80%) 80.45K
Increased by +1.77%
Sep 30, 23
15 Royal Bank of Canada 4.47M (0.79%) 228.82K
Increased by +5.12%
Sep 30, 23
16 UBS Group AG 4.11M (0.72%) 149.35K
Increased by +3.64%
Sep 30, 23
17 Ameriprise Financial Inc 3.53M (0.62%) 573.31K
Increased by +16.24%
Sep 30, 23
18 Legal & General Group PLC 3.44M (0.61%) 1.44K
Increased by +0.04%
Sep 30, 23
19 Two Sigma Advisers, LLC 3.25M (0.57%) -406.00K
Decreased by -12.51%
Sep 30, 23
20 FMR Inc 3.23M (0.57%) 41.26K
Increased by +1.28%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 17.91M (3.16%) 21.40K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 13.93M (2.45%) 127.25K
Increased by +0.91%
Nov 30, 23
3 SPDR® S&P 500 ETF Trust 7.03M (1.24%) -49.35K
Decreased by -0.70%
Dec 31, 23
4 Fidelity® 500 Index 6.66M (1.17%) 42.38K
Increased by +0.64%
Nov 30, 23
5 iShares Core S&P 500 ETF 5.68M (1.00%) 3.39K
Increased by +0.06%
Dec 29, 23
6 Vanguard Value Index Inv 4.90M (0.86%) 15.15K
Increased by +0.31%
Nov 30, 23
7 Vanguard Equity-Income Inv 4.69M (0.83%) -1.13M
Decreased by -24.10%
Sep 30, 23
8 Vanguard Institutional Index I 3.81M (0.67%) -9.53K
Decreased by -0.25%
Nov 30, 23
9 Vanguard Dividend Appreciation ETF 3.41M (0.60%) 23.75K
Increased by +0.70%
Nov 30, 23
10 Vanguard Wellesley® Income Inv 3.03M (0.53%) -199.84K
Decreased by -6.59%
Sep 30, 23
11 State St S&P 500® Indx SL Cl III 2.72M (0.48%) -8.20K
Decreased by -0.30%
Dec 31, 23
12 Nordea 1 - Global Climate & Envir BI EUR 2.63M (0.46%) -30.28K
Decreased by -1.15%
Dec 31, 23
13 Vanguard High Dividend Yield ETF 2.57M (0.45%) -5.93K
Decreased by -0.23%
Nov 30, 23
14 Industrial Select Sector SPDR® ETF 2.47M (0.44%) -11.05K
Decreased by -0.45%
Dec 31, 23
15 SPDR® S&P Dividend ETF 2.09M (0.37%) 0.00
Increased by 0.00%
Dec 31, 23
16 Blackrock Eq Idx Fund CF 2.04M (0.36%) 9.95K
Increased by +0.49%
Dec 31, 23
17 American Funds Income Fund of Amer A 2.03M (0.36%) 0.00
Increased by 0.00%
Sep 30, 23
18 VanEck Morningstar Wide Moat 1.77M (0.31%) 189.88K
Increased by +10.75%
Dec 31, 23
19 VanEck Morningstar Wide Moat ETF 1.77M (0.31%) 1.70K
Increased by +0.10%
Dec 30, 23
20 iShares Select Dividend ETF 1.77M (0.31%) -1.09K
Decreased by -0.06%
Dec 29, 23