Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 46.19M (13.26%) -289.66K
Decreased by -0.63%
Sep 30, 23
2 BlackRock Inc 36.97M (10.61%) -1.19M
Decreased by -3.23%
Sep 30, 23
3 State Street Corporation 27.60M (7.92%) 2.48M
Increased by +8.98%
Sep 30, 23
4 Geode Capital Management, LLC 7.93M (2.28%) 136.99K
Increased by +1.73%
Sep 30, 23
5 Wells Fargo & Co 7.90M (2.27%) 34.81K
Increased by +0.44%
Sep 30, 23
6 Charles Schwab Investment Management Inc 7.30M (2.09%) 134.49K
Increased by +1.84%
Sep 30, 23
7 Legal & General Group PLC 6.63M (1.90%) 163.05K
Increased by +2.46%
Sep 30, 23
8 Nordea Investment Mgmt Bank Demark A/s 5.82M (1.67%) 605.70K
Increased by +10.40%
Sep 30, 23
9 Morgan Stanley - Brokerage Accounts 4.46M (1.28%) 723.32K
Increased by +16.20%
Sep 30, 23
10 Northern Trust Corp 4.24M (1.22%) 111.29K
Increased by +2.63%
Sep 30, 23
11 UBS Asset Mgmt Americas Inc 4.03M (1.16%) 368.73K
Increased by +9.15%
Sep 30, 23
12 Amvescap Plc. 3.72M (1.07%) 394.31K
Increased by +10.61%
Sep 30, 23
13 American Century Companies Inc 3.66M (1.05%) 702.36K
Increased by +19.17%
Sep 30, 23
14 FMR Inc 3.59M (1.03%) 559.45K
Increased by +15.58%
Sep 30, 23
15 Public Sector Pension Investment Board 3.41M (0.98%) 4.67K
Increased by +0.14%
Sep 30, 23
16 Royal Bank of Canada 3.23M (0.93%) -33.50K
Decreased by -1.04%
Sep 30, 23
17 Bank of America Corp 3.13M (0.90%) 176.54K
Increased by +5.63%
Sep 30, 23
18 Bank of New York Mellon Corp 2.99M (0.86%) -22.22K
Decreased by -0.74%
Sep 30, 23
19 Ameriprise Financial Inc 2.96M (0.85%) -27.91K
Decreased by -0.94%
Sep 30, 23
20 Magellan Asset Management Limited 2.91M (0.84%) -1.90M
Decreased by -65.23%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 10.94M (3.14%) 14.02K
Increased by +0.13%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 8.51M (2.44%) 83.95K
Increased by +0.99%
Nov 30, 23
3 Vanguard Mid Cap Index Institutional 7.93M (2.28%) 6.89K
Increased by +0.09%
Nov 30, 23
4 SPDR® S&P Dividend ETF 5.33M (1.53%) 0.00
Increased by 0.00%
Dec 31, 23
5 Utilities Select Sector SPDR® ETF 5.27M (1.51%) -14.88K
Decreased by -0.28%
Dec 31, 23
6 SPDR® S&P 500 ETF Trust 4.31M (1.24%) -30.22K
Decreased by -0.70%
Dec 31, 23
7 Fidelity® 500 Index 4.07M (1.17%) 25.88K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 3.48M (1.00%) 2.08K
Increased by +0.06%
Dec 29, 23
9 Nordea 1 - Global Climate & Envir BI EUR 3.18M (0.91%) -73.75K
Decreased by -2.32%
Nov 30, 23
10 Vanguard Value Index Inv 2.99M (0.86%) 4.69K
Increased by +0.16%
Nov 30, 23
11 iShares Select Dividend ETF 2.88M (0.83%) -1.78K
Decreased by -0.06%
Dec 29, 23
12 Vanguard Mid-Cap Value ETF 2.81M (0.81%) -12.39K
Decreased by -0.44%
Nov 30, 23
13 Vanguard Institutional Index I 2.32M (0.67%) -7.83K
Decreased by -0.34%
Nov 30, 23
14 Columbia Dividend Value 2.17M (0.62%) -24.49K
Decreased by -1.13%
Sep 30, 23
15 Columbia Dividend Income Inst 2.16M (0.62%) -11.15K
Decreased by -0.52%
Nov 30, 23
16 Vanguard Utilities ETF 2.06M (0.59%) -36.12K
Decreased by -1.75%
Nov 30, 23
17 Vanguard Dividend Appreciation ETF 2.01M (0.58%) 14.01K
Increased by +0.70%
Nov 30, 23
18 State St S&P 500® Indx SL Cl III 1.66M (0.48%) -3.80K
Decreased by -0.23%
Dec 31, 23
19 Vanguard Equity-Income Inv 1.65M (0.47%) -51.09K
Decreased by -3.09%
Sep 30, 23
20 Franklin Utilities A1 1.60M (0.46%) -200.00K
Decreased by -12.50%
Nov 30, 23