Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.64M (12.92%) -311.48K
Decreased by -1.67%
Sep 30, 23
2 Vanguard Group Inc 17.57M (12.17%) -690.96K
Decreased by -3.93%
Sep 30, 23
3 State Street Corporation 8.30M (5.75%) 14.18K
Increased by +0.17%
Sep 30, 23
4 Loomis, Sayles & Company LP 6.22M (4.31%) -219.98K
Decreased by -3.54%
Sep 30, 23
5 Geode Capital Management, LLC 3.74M (2.59%) -33.78K
Decreased by -0.90%
Sep 30, 23
6 Boston Partners Global Investors, Inc 2.95M (2.05%) -31.48K
Decreased by -1.07%
Sep 30, 23
7 Amvescap Plc. 2.71M (1.88%) 273.39K
Increased by +10.07%
Sep 30, 23
8 Arnhold & S. Bleichroeder Advisers, LLC 2.66M (1.84%) -64.40K
Decreased by -2.42%
Sep 30, 23
9 Bank of America Corp 2.61M (1.81%) -326.35K
Decreased by -12.49%
Sep 30, 23
10 Wellington Management Company LLP 2.51M (1.74%) -55.62K
Decreased by -2.22%
Sep 30, 23
11 Northern Trust Corp 2.19M (1.52%) 159.71K
Increased by +7.29%
Sep 30, 23
12 UBS Asset Mgmt Americas Inc 2.13M (1.48%) 68.40K
Increased by +3.21%
Sep 30, 23
13 Amundi 2.13M (1.47%) 281.81K
Increased by +13.25%
Sep 30, 23
14 Morgan Stanley - Brokerage Accounts 1.92M (1.33%) 96.79K
Increased by +5.03%
Sep 30, 23
15 Royal Bank of Canada 1.67M (1.16%) -8.19K
Decreased by -0.49%
Sep 30, 23
16 Nordea Investment Mgmt Bank Demark A/s 1.65M (1.14%) 1.28K
Increased by +0.08%
Sep 30, 23
17 Legal & General Group PLC 1.61M (1.12%) -67.31K
Decreased by -4.18%
Sep 30, 23
18 Marshfield Associates 1.60M (1.11%) 34.50K
Increased by +2.15%
Sep 30, 23
19 Baird Financial Group, Inc. 1.59M (1.10%) -54.46K
Decreased by -3.43%
Sep 30, 23
20 JPMorgan Chase & Co 1.51M (1.04%) -165.20K
Decreased by -10.96%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.63M (3.21%) 12.01K
Increased by +0.26%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 3.61M (2.50%) 31.93K
Increased by +0.89%
Nov 30, 23
3 Vanguard Mid Cap Index Institutional 3.36M (2.33%) 4.01K
Increased by +0.12%
Nov 30, 23
4 First Eagle Global A 1.89M (1.31%) 18.45K
Increased by +0.97%
Nov 30, 23
5 SPDR® S&P 500 ETF Trust 1.79M (1.24%) -12.56K
Decreased by -0.70%
Dec 31, 23
6 Fidelity® 500 Index 1.72M (1.19%) 10.97K
Increased by +0.64%
Nov 30, 23
7 JHancock Disciplined Value Mid Cap I 1.59M (1.10%) 0.00
Increased by 0.00%
Nov 30, 23
8 Loomis Sayles Growth Y 1.57M (1.09%) 0.00
Increased by 0.00%
Nov 30, 23
9 iShares Core S&P 500 ETF 1.45M (1.00%) 860.00
Increased by +0.06%
Dec 29, 23
10 ProShares S&P 500 Dividend Aristocrats 1.40M (0.97%) 0.00
Increased by 0.00%
Dec 29, 23
11 First Trust Capital Strength ETF 1.39M (0.96%) 0.00
Increased by 0.00%
Dec 28, 23
12 Vanguard Value Index Inv 1.27M (0.88%) 2.06K
Increased by +0.16%
Nov 30, 23
13 Vanguard Mid-Cap Value ETF 1.19M (0.82%) -5.26K
Decreased by -0.44%
Nov 30, 23
14 Pacer US Cash Cows 100 ETF 1.08M (0.75%) 4.26K
Increased by +0.40%
Dec 29, 23
15 Vanguard Institutional Index I 984.86K (0.68%) -3.31K
Decreased by -0.34%
Nov 30, 23
16 SPDR® S&P Dividend ETF 944.24K (0.65%) 0.00
Increased by 0.00%
Dec 31, 23