Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWV 1000.00%
2 JKF 1000.00%
3 JKD 1000.00%
4 EXI 1000.00%
5 IVE 1000.00%
6 IUSV 1000.00%
7 ITOT 1000.00%
8 IYY 1000.00%
9 IWB 1000.00%
10 ILCV 1000.00%
11 IVV 1000.00%
12 ILCB 1000.00%
13 IWX 1000.00%
14 IWD 1000.00%
15 IWL 1000.00%
16 FTXR 9.56%
17 SUPL 3.96%
18 AILV 2.90%
19 TPOR 2.81%
20 SEA 2.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.73M (8.16%) 59.16K
Increased by +0.32%
Sep 30, 23
2 BlackRock Inc 16.21M (7.06%) 54.28K
Increased by +0.33%
Sep 30, 23
3 Dodge & Cox 14.47M (6.30%) -383.10K
Decreased by -2.65%
Sep 30, 23
4 PRIMECAP Management Company 13.08M (5.70%) -105.15K
Decreased by -0.80%
Sep 30, 23
5 State Street Corporation 9.07M (3.95%) -204.56K
Decreased by -2.26%
Sep 30, 23
6 Capital Research & Mgmt Co - Division 3 5.79M (2.52%) 4.06M
Increased by +70.12%
Sep 30, 23
7 Geode Capital Management, LLC 4.31M (1.88%) 111.39K
Increased by +2.58%
Sep 30, 23
8 FMR Inc 4.06M (1.77%) 916.55K
Increased by +22.55%
Sep 30, 23
9 JPMorgan Chase & Co 3.60M (1.57%) 192.92K
Increased by +5.36%
Sep 30, 23
10 Morgan Stanley - Brokerage Accounts 3.24M (1.41%) 35.09K
Increased by +1.08%
Sep 30, 23
11 Amvescap Plc. 3.00M (1.31%) 360.68K
Increased by +12.00%
Sep 30, 23
12 Bank of New York Mellon Corp 2.56M (1.12%) -33.13K
Decreased by -1.29%
Sep 30, 23
13 Northern Trust Corp 2.36M (1.03%) 60.20K
Increased by +2.56%
Sep 30, 23
14 Putnam Investments LLC 2.10M (0.91%) -24.42K
Decreased by -1.17%
Sep 30, 23
15 Dimensional Fund Advisors, Inc. 2.02M (0.88%) 10.55K
Increased by +0.52%
Sep 30, 23
16 MIZUHO MARKETS AMERICAS LLC 1.87M (0.82%) 1.87M
Increased by +100.00%
Sep 30, 23
17 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 1.77M (0.77%) -1.45M
Decreased by -81.56%
Sep 30, 23
18 Bank of America Corp 1.76M (0.77%) 170.78K
Increased by +9.71%
Sep 30, 23
19 Hotchkis & Wiley Capital Management LLC 1.70M (0.74%) -567.17K
Decreased by -33.38%
Sep 30, 23
20 Legal & General Group PLC 1.57M (0.68%) -28.71K
Decreased by -1.83%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 9.53M (4.15%) 9.49M
Increased by +99.51%
Sep 30, 23
2 Vanguard PRIMECAP Inv 8.57M (3.73%) -100.00
Decreased by -0.00%
Sep 30, 23
3 Vanguard Total Stock Mkt Idx Inv 7.09M (3.09%) 8.44K
Increased by +0.12%
Nov 30, 23
4 Vanguard Institutional 500 Index Trust 5.64M (2.46%) 52.51K
Increased by +0.93%
Nov 30, 23
5 SPDR® S&P 500 ETF Trust 2.85M (1.24%) -20.00K
Decreased by -0.70%
Dec 31, 23
6 Fidelity® 500 Index 2.70M (1.17%) 17.16K
Increased by +0.64%
Nov 30, 23
7 iShares Core S&P 500 ETF 2.30M (1.00%) 1.38K
Increased by +0.06%
Dec 29, 23
8 Vanguard Value Index Inv 1.94M (0.84%) 5.18K
Increased by +0.27%
Nov 30, 23
9 Putnam Large Cap Value A 1.66M (0.72%) 448.67K
Increased by +26.98%
Dec 31, 23
10 Vanguard Capital Opportunity Inv 1.65M (0.72%) 0.00
Increased by 0.00%
Sep 30, 23
11 Vanguard Institutional Index I 1.54M (0.67%) -3.50K
Decreased by -0.23%
Nov 30, 23
12 American Funds American Mutual A 1.37M (0.60%) 1.18M
Increased by +85.88%
Sep 30, 23
13 Capital Group American Mutual Comp 1.37M (0.60%) 1.18M
Increased by +85.88%
Sep 30, 23
14 Putnam US Large Cap Value Equity 1.21M (0.53%) 0.00
Increased by 0.00%
Sep 30, 23
15 State St S&P 500® Indx SL Cl III 1.10M (0.48%) -2.30K
Decreased by -0.21%
Dec 31, 23
16 Allianz Income and Growth IT H2 EUR 1.08M (0.47%) 9.00K
Increased by +0.83%
Nov 30, 23
17 American Funds New Perspective A 1.05M (0.46%) 112.40K
Increased by +10.72%
Sep 30, 23
18 Capital Group New Perspective Comp 1.05M (0.46%) 112.40K
Increased by +10.72%
Sep 30, 23
19 Industrial Select Sector SPDR® ETF 1.00M (0.44%) -4.49K
Decreased by -0.45%
Dec 31, 23
20 American Funds Washington Mutual A 1.00M (0.44%) 643.07K
Increased by +64.13%
Sep 30, 23