Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 65.30M (12.70%) -1.46M
Decreased by -2.23%
Sep 30, 23
2 Capital World Investors 49.30M (9.58%) 5.85M
Increased by +11.87%
Sep 30, 23
3 State Street Corporation 40.70M (7.91%) -2.15M
Decreased by -5.28%
Sep 30, 23
4 BlackRock Inc 40.42M (7.86%) -1.30M
Decreased by -3.22%
Sep 30, 23
5 Blackstone Inc 28.83M (5.61%) 0.00
Increased by 0.00%
Sep 30, 23
6 T. Rowe Price Associates, Inc. 20.54M (3.99%) 289.42K
Increased by +1.41%
Sep 30, 23
7 FMR Inc 15.83M (3.08%) 3.76M
Increased by +23.73%
Sep 30, 23
8 ICAHN CARL C 14.09M (2.74%) 0.00
Increased by 0.00%
Sep 30, 23
9 Amvescap Plc. 13.57M (2.64%) 407.35K
Increased by +3.00%
Sep 30, 23
10 Geode Capital Management, LLC 11.20M (2.18%) -254.90K
Decreased by -2.28%
Sep 30, 23
11 Boston Partners Global Investors, Inc 10.63M (2.07%) -838.41K
Decreased by -7.89%
Sep 30, 23
12 Ameriprise Financial Inc 10.53M (2.05%) -1.38M
Decreased by -13.08%
Sep 30, 23
13 Allspring Global Investments Holdings, LLC 8.58M (1.67%) 306.50K
Increased by +3.57%
Sep 30, 23
14 Nuveen Asset Management, LLC 8.47M (1.65%) 2.37M
Increased by +28.02%
Sep 30, 23
15 Morgan Stanley - Brokerage Accounts 7.97M (1.55%) -280.51K
Decreased by -3.52%
Sep 30, 23
16 Mitsubishi UFJ Trust & Banking Corp 5.54M (1.08%) 92.56K
Increased by +1.67%
Sep 30, 23
17 Legal & General Group PLC 5.36M (1.04%) -297.67K
Decreased by -5.56%
Sep 30, 23
18 Northern Trust Corp 4.72M (0.92%) -108.58K
Decreased by -2.30%
Sep 30, 23
19 Citadel Advisors Llc 4.01M (0.78%) 820.10K
Increased by +20.45%
Sep 30, 23
20 Bank of New York Mellon Corp 3.96M (0.77%) -240.48K
Decreased by -6.07%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 17.05M (3.32%) 20.78K
Increased by +0.12%
Nov 30, 23
2 American Funds Fundamental Invs A 16.16M (3.14%) 794.17K
Increased by +4.92%
Sep 30, 23
3 Capital Group Fundamental Invtrs Comp 16.16M (3.14%) 794.17K
Increased by +4.92%
Sep 30, 23
4 American Funds Income Fund of Amer A 15.75M (3.06%) 650.00K
Increased by +4.13%
Sep 30, 23
5 Vanguard Institutional 500 Index Trust 12.58M (2.45%) 111.81K
Increased by +0.89%
Nov 30, 23
6 Vanguard Mid Cap Index Institutional 12.38M (2.41%) 16.20K
Increased by +0.13%
Nov 30, 23
7 Utilities Select Sector SPDR® ETF 7.80M (1.52%) -21.81K
Decreased by -0.28%
Dec 31, 23
8 Allspring Special Mid Cap Value Inst 7.28M (1.41%) 0.00
Increased by 0.00%
Nov 30, 23
9 Allspring Special US Mid Cap Value Eq 7.05M (1.37%) 253.70K
Increased by +3.60%
Sep 30, 23
10 American Funds American Balanced A 6.39M (1.24%) -70.50K
Decreased by -1.10%
Sep 30, 23
11 SPDR® S&P 500 ETF Trust 6.37M (1.24%) -44.68K
Decreased by -0.70%
Dec 31, 23
12 T. Rowe Price Mid-Cap Value 6.27M (1.22%) -213.45K
Decreased by -3.40%
Sep 30, 23
13 T. Rowe Price US Mid-Cap Value Equity 6.27M (1.22%) -213.45K
Decreased by -3.40%
Sep 30, 23
14 Fidelity® 500 Index 6.01M (1.17%) 38.27K
Increased by +0.64%
Nov 30, 23
15 iShares Select Dividend ETF 5.97M (1.16%) -3.70K
Decreased by -0.06%
Dec 29, 23
16 American Funds Washington Mutual A 5.61M (1.09%) -15.22K
Decreased by -0.27%
Sep 30, 23
17 Capital Group Wash Mutual Invtrs Comp 5.61M (1.09%) -15.22K
Decreased by -0.27%
Sep 30, 23
18 iShares Core S&P 500 ETF 5.14M (1.00%) 3.07K
Increased by +0.06%
Dec 29, 23
19 CREF Stock R1 5.08M (0.99%) 178.19K
Increased by +3.50%
Nov 30, 23
20 Vanguard Value Index Inv 4.66M (0.91%) 6.83K
Increased by +0.15%
Nov 30, 23