Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 86.61M (12.78%) -518.91K
Decreased by -0.60%
Sep 30, 23
2 BlackRock Inc 58.87M (8.69%) -157.90K
Decreased by -0.27%
Sep 30, 23
3 T. Rowe Price Associates, Inc. 42.82M (6.32%) -2.06M
Decreased by -4.81%
Sep 30, 23
4 State Street Corporation 31.06M (4.58%) -693.26K
Decreased by -2.23%
Sep 30, 23
5 Capital World Investors 30.61M (4.52%) 20.57M
Increased by +67.18%
Sep 30, 23
6 Amvescap Plc. 19.43M (2.87%) 1.50M
Increased by +7.72%
Sep 30, 23
7 JPMorgan Chase & Co 19.31M (2.85%) 420.02K
Increased by +2.18%
Sep 30, 23
8 Geode Capital Management, LLC 15.52M (2.29%) 330.64K
Increased by +2.13%
Sep 30, 23
9 Charles Schwab Investment Management Inc 14.86M (2.19%) 393.94K
Increased by +2.65%
Sep 30, 23
10 Boston Partners Global Investors, Inc 13.08M (1.93%) 3.18M
Increased by +24.29%
Sep 30, 23
11 Franklin Resources Inc 12.06M (1.78%) -345.00
Decreased by -0.00%
Sep 30, 23
12 Morgan Stanley - Brokerage Accounts 10.97M (1.62%) -123.94K
Decreased by -1.13%
Sep 30, 23
13 Allspring Global Investments Holdings, LLC 8.87M (1.31%) -4.09K
Decreased by -0.05%
Sep 30, 23
14 Dimensional Fund Advisors, Inc. 8.85M (1.31%) -91.89K
Decreased by -1.04%
Sep 30, 23
15 Royal Bank of Canada 7.43M (1.10%) -581.51K
Decreased by -7.82%
Sep 30, 23
16 Northern Trust Corp 6.77M (1.00%) 253.41K
Increased by +3.74%
Sep 30, 23
17 Nuveen Asset Management, LLC 5.85M (0.86%) 740.49K
Increased by +12.66%
Sep 30, 23
18 Fort Washington Investment Advisors Inc 5.62M (0.83%) 55.00
Increased by +0.00%
Sep 30, 23
19 Bank of America Corp 5.01M (0.74%) -662.77K
Decreased by -13.22%
Sep 30, 23
20 Bank of New York Mellon Corp 5.00M (0.74%) -107.08K
Decreased by -2.14%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 21.37M (3.15%) 25.53K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 16.59M (2.45%) 149.29K
Increased by +0.90%
Nov 30, 23
3 Vanguard Mid Cap Index Institutional 15.48M (2.28%) 27.51K
Increased by +0.18%
Nov 30, 23
4 American Funds Income Fund of Amer A 11.66M (1.72%) 6.42M
Increased by +55.04%
Sep 30, 23
5 American Funds American Balanced A 11.42M (1.69%) 6.69M
Increased by +58.53%
Sep 30, 23
6 Schwab US Dividend Equity ETF™ 10.71M (1.58%) 1.57K
Increased by +0.01%
Dec 30, 23
7 Franklin Income A1 10.00M (1.48%) 0.00
Increased by 0.00%
Nov 30, 23
8 SPDR® S&P 500 ETF Trust 8.47M (1.25%) 67.06K
Increased by +0.79%
Dec 29, 23
9 JHancock Disciplined Value Mid Cap I 8.38M (1.24%) 867.15K
Increased by +10.34%
Oct 31, 23
10 Fidelity® 500 Index 7.93M (1.17%) 50.49K
Increased by +0.64%
Nov 30, 23
11 T. Rowe Price Mid-Cap Value 7.92M (1.17%) -633.85K
Decreased by -8.01%
Sep 30, 23
12 T. Rowe Price US Mid-Cap Value Equity 7.92M (1.17%) -633.85K
Decreased by -8.01%
Sep 30, 23
13 Allspring Special Mid Cap Value Inst 7.44M (1.10%) 0.00
Increased by 0.00%
Nov 30, 23
14 Allspring Special US Mid Cap Value Eq 7.44M (1.10%) -18.00K
Decreased by -0.24%
Sep 30, 23
15 iShares Core S&P 500 ETF 6.78M (1.00%) 4.05K
Increased by +0.06%
Dec 29, 23
16 T. Rowe Price Equity Income 6.70M (0.99%) 5.00K
Increased by +0.07%
Sep 30, 23
17 T. Rowe Price US Lg-Cp Equity Inc Comp 6.70M (0.99%) 5.00K
Increased by +0.07%
Sep 30, 23
18 iShares Select Dividend ETF 6.49M (0.96%) -4.02K
Decreased by -0.06%
Dec 29, 23
19 Vanguard Value Index Inv 5.83M (0.86%) 10.52K
Increased by +0.18%
Nov 30, 23