Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.04M (12.37%) 104.80K
Increased by +0.40%
Sep 30, 23
2 BlackRock Inc 17.50M (8.32%) -181.32K
Decreased by -1.04%
Sep 30, 23
3 State Street Corporation 12.33M (5.86%) -414.24K
Decreased by -3.36%
Sep 30, 23
4 Capital Research & Mgmt Co - Division 3 10.09M (4.79%) -382.22K
Decreased by -3.79%
Sep 30, 23
5 Barrow Hanley Mewhinney & Strauss LLC 4.86M (2.31%) 921.56K
Increased by +18.95%
Sep 30, 23
6 FMR Inc 4.56M (2.17%) 1.79M
Increased by +39.19%
Sep 30, 23
7 Geode Capital Management, LLC 4.53M (2.15%) 86.64K
Increased by +1.91%
Sep 30, 23
8 Ameriprise Financial Inc 4.51M (2.14%) 48.05K
Increased by +1.07%
Sep 30, 23
9 Amvescap Plc. 4.37M (2.08%) -618.45K
Decreased by -14.15%
Sep 30, 23
10 Franklin Resources Inc 3.17M (1.50%) -89.41K
Decreased by -2.82%
Sep 30, 23
11 Newport Trust Co. 2.97M (1.41%) -9.48K
Decreased by -0.32%
Sep 30, 23
12 Boston Partners Global Investors, Inc 2.79M (1.33%) 2.78K
Increased by +0.10%
Sep 30, 23
13 Federated Hermes Inc 2.65M (1.26%) 225.83K
Increased by +8.53%
Sep 30, 23
14 JPMorgan Chase & Co 2.51M (1.19%) 352.85K
Increased by +14.08%
Sep 30, 23
15 Mitsubishi UFJ Trust & Banking Corp 2.50M (1.19%) -584.51K
Decreased by -23.34%
Sep 30, 23
16 Bank of America Corp 2.46M (1.17%) -2.62M
Decreased by -106.56%
Sep 30, 23
17 Pictet Asset Manangement SA 2.42M (1.15%) 2.42M
Increased by +100.00%
Sep 30, 23
18 RARE Infrastructure 2.41M (1.14%) 123.97K
Increased by +5.15%
Sep 30, 23
19 Royal Bank of Canada 2.10M (1.00%) 45.07K
Increased by +2.15%
Sep 30, 23
20 Legal & General Group PLC 2.05M (0.98%) -50.25K
Decreased by -2.45%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.62M (3.15%) 7.89K
Increased by +0.12%
Nov 30, 23
2 American Funds Washington Mutual A 5.57M (2.65%) -15.12K
Decreased by -0.27%
Sep 30, 23
3 Capital Group Wash Mutual Invtrs Comp 5.57M (2.65%) -15.12K
Decreased by -0.27%
Sep 30, 23
4 Vanguard Institutional 500 Index Trust 5.16M (2.45%) 50.50K
Increased by +0.98%
Nov 30, 23
5 Vanguard Mid Cap Index Institutional 4.81M (2.28%) 6.25K
Increased by +0.13%
Nov 30, 23
6 Utilities Select Sector SPDR® ETF 3.19M (1.52%) -8.93K
Decreased by -0.28%
Dec 31, 23
7 SPDR® S&P 500 ETF Trust 2.61M (1.24%) -18.25K
Decreased by -0.70%
Dec 31, 23
8 American Funds Invmt Co of Amer A 2.54M (1.21%) -244.63K
Decreased by -9.62%
Sep 30, 23
9 Capital Group Investment Co of Amer Comp 2.54M (1.21%) -244.63K
Decreased by -9.62%
Sep 30, 23
10 Fidelity® 500 Index 2.46M (1.17%) 15.68K
Increased by +0.64%
Nov 30, 23
11 iShares Select Dividend ETF 2.41M (1.15%) -1.49K
Decreased by -0.06%
Dec 29, 23
12 Franklin Utilities A1 2.40M (1.14%) 0.00
Increased by 0.00%
Nov 30, 23
13 Franklin Utilities Fund A1 2.40M (1.14%) 0.00
Increased by 0.00%
Nov 30, 23
14 Columbia Dividend Value 2.31M (1.10%) -26.09K
Decreased by -1.13%
Sep 30, 23
15 Columbia Dividend Income Inst 2.30M (1.09%) -11.88K
Decreased by -0.52%
Nov 30, 23
16 iShares Core S&P 500 ETF 2.11M (1.00%) 1.26K
Increased by +0.06%
Dec 29, 23
17 Vanguard Value Index Inv 1.81M (0.86%) 2.89K
Increased by +0.16%
Nov 30, 23
18 Vanguard Mid-Cap Value ETF 1.70M (0.81%) -7.55K
Decreased by -0.44%
Nov 30, 23
19 JHancock Disciplined Value Mid Cap I 1.70M (0.81%) 0.00
Increased by 0.00%
Nov 30, 23
20 Invesco - Diversified Dividend 1.62M (0.77%) 0.00
Increased by 0.00%
Sep 30, 23