Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 58.80M (9.96%) -1.67M
Decreased by -2.84%
Sep 30, 23
2 Vanguard Group Inc 57.89M (9.81%) 6.50M
Increased by +11.24%
Sep 30, 23
3 Dodge & Cox 36.66M (6.21%) 8.89M
Increased by +24.25%
Sep 30, 23
4 State Street Corporation 25.25M (4.28%) -664.11K
Decreased by -2.63%
Sep 30, 23
5 Capital Research Global Investors 22.38M (3.79%) 7.95M
Increased by +35.53%
Sep 30, 23
6 Geode Capital Management, LLC 12.76M (2.16%) 224.34K
Increased by +1.76%
Sep 30, 23
7 Bank of America Corp 12.09M (2.05%) 3.48M
Increased by +28.76%
Sep 30, 23
8 Barrow Hanley Mewhinney & Strauss LLC 11.17M (1.89%) 137.66K
Increased by +1.23%
Sep 30, 23
9 Fidelity International Ltd 10.12M (1.71%) 1.30M
Increased by +12.84%
Sep 30, 23
10 Longview Partners (Guernsey) Ltd. 10.01M (1.70%) 8.63M
Increased by +86.25%
Sep 30, 23
11 Capital Research & Mgmt Co - Division 3 9.89M (1.67%) 45.18K
Increased by +0.46%
Sep 30, 23
12 Goldman Sachs Group Inc 9.00M (1.52%) 2.23M
Increased by +24.75%
Sep 30, 23
13 Wellington Management Company LLP 8.97M (1.52%) -1.12M
Decreased by -12.46%
Sep 30, 23
14 Charles Schwab Investment Management Inc 8.50M (1.44%) 33.88K
Increased by +0.40%
Sep 30, 23
15 Nuveen Asset Management, LLC 7.89M (1.34%) -407.51K
Decreased by -5.17%
Sep 30, 23
16 Hotchkis & Wiley Capital Management LLC 7.89M (1.34%) 3.06M
Increased by +38.81%
Sep 30, 23
17 FMR Inc 7.79M (1.32%) -89.72K
Decreased by -1.15%
Sep 30, 23
18 Northern Trust Corp 7.42M (1.26%) 708.95K
Increased by +9.55%
Sep 30, 23
19 London Company of Virginia 7.07M (1.20%) 2.63M
Increased by +37.25%
Sep 30, 23
20 Morgan Stanley - Brokerage Accounts 6.97M (1.18%) -207.34K
Decreased by -2.98%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 24.50M (4.15%) 24.40M
Increased by +99.61%
Sep 30, 23
2 Vanguard Total Stock Mkt Idx Inv 17.44M (2.95%) 24.12K
Increased by +0.14%
Nov 30, 23
3 Vanguard Institutional 500 Index Trust 13.58M (2.30%) 130.20K
Increased by +0.96%
Nov 30, 23
4 American Funds American Mutual A 9.10M (1.54%) 3.86M
Increased by +42.42%
Sep 30, 23
5 Capital Group American Mutual Comp 9.10M (1.54%) 3.86M
Increased by +42.42%
Sep 30, 23
6 American Funds Invmt Co of Amer A 8.96M (1.52%) 2.35M
Increased by +26.26%
Sep 30, 23
7 Capital Group Investment Co of Amer Comp 8.96M (1.52%) 2.35M
Increased by +26.26%
Sep 30, 23
8 UBS: Global Equity 8.05M (1.36%) 3.56M
Increased by +44.18%
Sep 30, 23
9 Fidelity Global Technology A-Dis-EUR 7.68M (1.30%) 1.37M
Increased by +17.82%
Nov 30, 23
10 SPDR® S&P 500 ETF Trust 7.31M (1.24%) -51.25K
Decreased by -0.70%
Dec 31, 23
11 Fidelity® 500 Index 6.90M (1.17%) 43.93K
Increased by +0.64%
Nov 30, 23
12 Vanguard Mid Cap Index Institutional 6.34M (1.07%) 7.51K
Increased by +0.12%
Nov 30, 23
13 iShares Core S&P 500 ETF 5.90M (1.00%) 3.52K
Increased by +0.06%
Dec 29, 23
14 BlackRock Equity Dividend Instl 5.32M (0.90%) -89.44K
Decreased by -1.68%
Nov 30, 23
15 Vanguard Value Index Inv 4.78M (0.81%) 30.56K
Increased by +0.64%
Nov 30, 23
16 Vanguard Equity-Income Inv 4.46M (0.76%) -298.40K
Decreased by -6.70%
Sep 30, 23
17 Vanguard Windsor™ II Inv 3.98M (0.67%) 1.40M
Increased by +35.19%
Sep 30, 23
18 Vanguard Institutional Index I 3.95M (0.67%) -7.72K
Decreased by -0.20%
Nov 30, 23
19 American Funds Growth Fund of Amer A 3.92M (0.66%) 594.97K
Increased by +15.19%
Sep 30, 23
20 Capital Group Growth Fnd of Amer Comp 3.92M (0.66%) 594.97K
Increased by +15.19%
Sep 30, 23