Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKF 1000.00%
2 ILCV 1000.00%
3 ILCB 1000.00%
4 ICOP 1000.00%
5 IUSG 1000.00%
6 IUSV 1000.00%
7 IVE 1000.00%
8 ITOT 1000.00%
9 IVV 1000.00%
10 IVW 1000.00%
11 IWB 1000.00%
12 IWD 1000.00%
13 IWL 1000.00%
14 IWV 1000.00%
15 IWX 1000.00%
16 IYM 1000.00%
17 IYY 1000.00%
18 JKD 1000.00%
19 CRIT 10.23%
20 FTRI 8.64%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 119.37M (8.37%) 305.91K
Increased by +0.26%
Sep 30, 23
2 BlackRock Inc 110.82M (7.77%) 3.29M
Increased by +2.97%
Sep 30, 23
3 FMR Inc 85.31M (5.98%) -6.01M
Decreased by -7.05%
Sep 30, 23
4 State Street Corporation 61.27M (4.30%) -1.97M
Decreased by -3.22%
Sep 30, 23
5 Capital Research Global Investors 59.33M (4.16%) -162.40K
Decreased by -0.27%
Sep 30, 23
6 Fisher Asset Management, LLC 54.68M (3.83%) -148.96K
Decreased by -0.27%
Sep 30, 23
7 T. Rowe Price Associates, Inc. 30.02M (2.10%) 12.61M
Increased by +42.01%
Sep 30, 23
8 Geode Capital Management, LLC 26.44M (1.85%) 461.76K
Increased by +1.75%
Sep 30, 23
9 JPMorgan Chase & Co 24.36M (1.71%) -7.86M
Decreased by -32.27%
Sep 30, 23
10 Bank of New York Mellon Corp 21.61M (1.51%) -54.80K
Decreased by -0.25%
Sep 30, 23
11 Amundi 19.31M (1.35%) 2.47M
Increased by +12.77%
Sep 30, 23
12 Northern Trust Corp 17.76M (1.24%) 709.11K
Increased by +3.99%
Sep 30, 23
13 Morgan Stanley - Brokerage Accounts 17.04M (1.19%) -461.49K
Decreased by -2.71%
Sep 30, 23
14 Putnam Investments LLC 16.05M (1.13%) -103.35K
Decreased by -0.64%
Sep 30, 23
15 Bank of America Corp 14.89M (1.04%) -541.01K
Decreased by -3.63%
Sep 30, 23
16 ClearBridge Advisors, LLC 14.84M (1.04%) -33.18K
Decreased by -0.22%
Sep 30, 23
17 Ameriprise Financial Inc 13.10M (0.92%) -1.25M
Decreased by -9.54%
Sep 30, 23
18 PUBLIC INVESTMENT FUND 12.90M (0.90%) 0.00
Increased by 0.00%
Sep 30, 23
19 HHG PLC 12.37M (0.87%) -1.14M
Decreased by -9.24%
Sep 30, 23
20 Amvescap Plc. 11.67M (0.82%) -158.63K
Decreased by -1.36%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 44.93M (3.15%) 54.93K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 34.94M (2.45%) 317.96K
Increased by +0.91%
Nov 30, 23
3 2ndVote Advisers AMF Index 34.86M (2.44%) 0.00
Increased by 0.00%
Mar 31, 23
4 American Funds Growth Fund of Amer A 18.07M (1.27%) 41.70K
Increased by +0.23%
Sep 30, 23
5 Capital Group Growth Fnd of Amer Comp 18.07M (1.27%) 41.70K
Increased by +0.23%
Sep 30, 23
6 SPDR® S&P 500 ETF Trust 17.69M (1.24%) -124.25K
Decreased by -0.70%
Dec 31, 23
7 Fidelity® 500 Index 16.71M (1.17%) 106.31K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 14.28M (1.00%) 8.53K
Increased by +0.06%
Dec 29, 23
9 Vanguard Value Index Inv 12.29M (0.86%) 35.42K
Increased by +0.29%
Nov 30, 23
10 American Funds Invmt Co of Amer A 11.71M (0.82%) -21.32K
Decreased by -0.18%
Sep 30, 23
11 Capital Group Investment Co of Amer Comp 11.71M (0.82%) -21.32K
Decreased by -0.18%
Sep 30, 23
12 American Funds Capital World Gr&Inc A 10.82M (0.76%) -8.23K
Decreased by -0.08%
Sep 30, 23
13 Capital Group World Growth & Inc Cmp 10.82M (0.76%) -8.23K
Decreased by -0.08%
Sep 30, 23
14 Vanguard Institutional Index I 9.55M (0.67%) -21.25K
Decreased by -0.22%
Nov 30, 23
15 Putnam Large Cap Value A 9.35M (0.66%) 188.14K
Increased by +2.01%
Dec 31, 23
16 Putnam US Large Cap Value Equity 9.16M (0.64%) 0.00
Increased by 0.00%
Sep 30, 23
17 American Funds New World A 8.22M (0.58%) -1.25M
Decreased by -15.21%
Sep 30, 23
18 Fidelity® Contrafund® 8.20M (0.57%) -651.10K
Decreased by -7.94%
Nov 30, 23
19 Materials Select Sector SPDR® ETF 7.52M (0.53%) -470.64K
Decreased by -6.26%
Dec 31, 23
20 Pioneer A 7.05M (0.49%) 102.32K
Increased by +1.45%
Nov 30, 23