Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IVW 1000.00%
2 ILCB 1000.00%
3 ITOT 1000.00%
4 IUSG 1000.00%
5 IUSV 1000.00%
6 JKE 1000.00%
7 JKD 1000.00%
8 IYY 1000.00%
9 IVE 1000.00%
10 IWY 1000.00%
11 IWX 1000.00%
12 IWV 1000.00%
13 IVV 1000.00%
14 IWL 1000.00%
15 IWF 1000.00%
16 IWD 1000.00%
17 IWB 1000.00%
18 ILCG 1000.00%
19 ILCV 1000.00%
20 IOO 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 87.89M (8.10%) 93.22K
Increased by +0.11%
Sep 30, 23
2 Capital Research Global Investors 84.15M (7.75%) -8.41M
Decreased by -9.99%
Sep 30, 23
3 BlackRock Inc 70.20M (6.47%) -277.12K
Decreased by -0.39%
Sep 30, 23
4 FMR Inc 63.62M (5.86%) -529.39K
Decreased by -0.83%
Sep 30, 23
5 Capital Research & Mgmt Co - Division 3 53.93M (4.97%) -326.75K
Decreased by -0.61%
Sep 30, 23
6 State Street Corporation 49.37M (4.55%) -838.42K
Decreased by -1.70%
Sep 30, 23
7 TCI Fund Management Limited 41.65M (3.84%) 0.00
Increased by 0.00%
Sep 30, 23
8 T. Rowe Price Associates, Inc. 37.55M (3.46%) -4.14M
Decreased by -11.02%
Sep 30, 23
9 Dodge & Cox 22.28M (2.05%) -2.11M
Decreased by -9.46%
Sep 30, 23
10 Geode Capital Management, LLC 20.19M (1.86%) 439.01K
Increased by +2.17%
Sep 30, 23
11 Northern Trust Corp 10.59M (0.98%) 410.06K
Increased by +3.87%
Sep 30, 23
12 Eagle Capital Management LLC 10.36M (0.95%) -3.04M
Decreased by -29.32%
Sep 30, 23
13 Morgan Stanley - Brokerage Accounts 8.96M (0.83%) 434.74K
Increased by +4.85%
Sep 30, 23
14 Bank of New York Mellon Corp 8.02M (0.74%) -387.99K
Decreased by -4.84%
Sep 30, 23
15 Viking Global Investors LP 8.00M (0.74%) 858.73K
Increased by +10.74%
Sep 30, 23
16 Amvescap Plc. 7.17M (0.66%) -606.68K
Decreased by -8.46%
Sep 30, 23
17 Legal & General Group PLC 6.48M (0.60%) -314.96K
Decreased by -4.86%
Sep 30, 23
18 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 6.23M (0.57%) -150.32K
Decreased by -2.41%
Sep 30, 23
19 Charles Schwab Investment Management Inc 6.23M (0.57%) -189.66K
Decreased by -3.05%
Sep 30, 23
20 Pzena Investment Management, LLC 4.70M (0.43%) -2.00M
Decreased by -42.64%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Invmt Co of Amer A 37.12M (3.42%) -1.98M
Decreased by -5.34%
Sep 30, 23
2 Capital Group Investment Co of Amer Comp 37.12M (3.42%) -1.98M
Decreased by -5.34%
Sep 30, 23
3 Vanguard Total Stock Mkt Idx Inv 34.11M (3.14%) 41.44K
Increased by +0.12%
Nov 30, 23
4 American Funds Growth Fund of Amer A 28.49M (2.62%) -1.54M
Decreased by -5.42%
Sep 30, 23
5 Capital Group Growth Fnd of Amer Comp 28.49M (2.62%) -1.54M
Decreased by -5.42%
Sep 30, 23
6 Vanguard Institutional 500 Index Trust 26.53M (2.44%) 247.29K
Increased by +0.93%
Nov 30, 23
7 American Funds American Mutual A 18.01M (1.66%) -37.49K
Decreased by -0.21%
Sep 30, 23
8 Capital Group American Mutual Comp 18.01M (1.66%) -37.49K
Decreased by -0.21%
Sep 30, 23
9 Dodge & Cox Stock I 15.78M (1.45%) 15.70M
Increased by +99.50%
Sep 30, 23
10 SPDR® S&P 500 ETF Trust 13.43M (1.24%) -94.32K
Decreased by -0.70%
Dec 31, 23
11 Fidelity® 500 Index 12.68M (1.17%) 80.71K
Increased by +0.64%
Nov 30, 23
12 American Funds American Balanced A 12.36M (1.14%) 0.00
Increased by 0.00%
Sep 30, 23
13 iShares Core S&P 500 ETF 10.84M (1.00%) 6.47K
Increased by +0.06%
Dec 29, 23
14 American Funds Capital World Gr&Inc A 9.73M (0.90%) -2.08M
Decreased by -21.34%
Sep 30, 23
15 Capital Group World Growth & Inc Cmp 9.73M (0.90%) -2.08M
Decreased by -21.34%
Sep 30, 23
16 Vanguard Value Index Inv 9.33M (0.86%) 28.59K
Increased by +0.31%
Nov 30, 23
17 Fidelity® Series Large Cap Stock 8.31M (0.77%) -184.30K
Decreased by -2.22%
Nov 30, 23
18 Vanguard Institutional Index I 7.25M (0.67%) -16.20K
Decreased by -0.22%
Nov 30, 23
19 Fidelity® Contrafund® 7.18M (0.66%) 385.20K
Increased by +5.37%
Nov 30, 23
20 American Funds IS® Growth-Income 1 6.87M (0.63%) -532.09K
Decreased by -7.74%
Sep 30, 23