Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWV 1000.00%
2 GLOF 1000.00%
3 IBB 1000.00%
4 IDNA 1000.00%
5 ILCB 1000.00%
6 ILCV 1000.00%
7 ITOT 1000.00%
8 IUSV 1000.00%
9 IVE 1000.00%
10 IVV 1000.00%
11 IWB 1000.00%
12 IWD 1000.00%
13 JKF 1000.00%
14 JKD 1000.00%
15 IWL 1000.00%
16 IYY 1000.00%
17 IYH 1000.00%
18 IXJ 1000.00%
19 IWX 1000.00%
20 BBH 10.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 126.22M (10.14%) 21.28K
Increased by +0.02%
Sep 30, 23
2 Vanguard Group Inc 111.68M (8.97%) -1.68M
Decreased by -1.51%
Sep 30, 23
3 Capital World Investors 81.72M (6.57%) 792.07K
Increased by +0.97%
Sep 30, 23
4 State Street Corporation 58.89M (4.73%) -432.12K
Decreased by -0.73%
Sep 30, 23
5 Capital Research Global Investors 57.91M (4.65%) 14.04K
Increased by +0.02%
Sep 30, 23
6 Dodge & Cox 33.53M (2.69%) -446.02K
Decreased by -1.33%
Sep 30, 23
7 Geode Capital Management, LLC 24.70M (1.98%) 483.00K
Increased by +1.96%
Sep 30, 23
8 FMR Inc 19.20M (1.54%) -869.55K
Decreased by -4.53%
Sep 30, 23
9 Morgan Stanley - Brokerage Accounts 16.91M (1.36%) 158.79K
Increased by +0.94%
Sep 30, 23
10 Wellington Management Company LLP 16.28M (1.31%) -361.92K
Decreased by -2.22%
Sep 30, 23
11 Bank of New York Mellon Corp 15.38M (1.24%) -2.07M
Decreased by -13.44%
Sep 30, 23
12 Northern Trust Corp 14.92M (1.20%) 504.48K
Increased by +3.38%
Sep 30, 23
13 Parnassus Investments, LLC 11.92M (0.96%) -199.69K
Decreased by -1.68%
Sep 30, 23
14 Nuveen Asset Management, LLC 11.41M (0.92%) 1.61M
Increased by +14.15%
Sep 30, 23
15 Goldman Sachs Group Inc 11.10M (0.89%) 466.42K
Increased by +4.20%
Sep 30, 23
16 Royal Bank of Canada 10.83M (0.87%) -327.95K
Decreased by -3.03%
Sep 30, 23
17 Amundi 10.60M (0.85%) -316.82K
Decreased by -2.99%
Sep 30, 23
18 Legal & General Group PLC 10.43M (0.84%) -387.29K
Decreased by -3.71%
Sep 30, 23
19 Amvescap Plc. 10.36M (0.83%) -546.68K
Decreased by -5.28%
Sep 30, 23
20 Arrowstreet Capital Limited Partnership 10.22M (0.82%) 1.33M
Increased by +13.02%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 39.05M (3.14%) 47.24K
Increased by +0.12%
Nov 30, 23
2 American Funds Income Fund of Amer A 34.44M (2.77%) 700.00K
Increased by +2.03%
Sep 30, 23
3 Vanguard Institutional 500 Index Trust 30.37M (2.44%) 277.99K
Increased by +0.92%
Nov 30, 23
4 Dodge & Cox Stock I 24.37M (1.96%) 24.25M
Increased by +99.51%
Sep 30, 23
5 Invesco QQQ Trust 22.79M (1.83%) 50.70K
Increased by +0.22%
Dec 29, 23
6 American Funds Washington Mutual A 20.14M (1.62%) -54.66K
Decreased by -0.27%
Sep 30, 23
7 Capital Group Wash Mutual Invtrs Comp 20.14M (1.62%) -54.66K
Decreased by -0.27%
Sep 30, 23
8 American Funds American Mutual A 16.64M (1.34%) -34.62K
Decreased by -0.21%
Sep 30, 23
9 Capital Group American Mutual Comp 16.64M (1.34%) -34.62K
Decreased by -0.21%
Sep 30, 23
10 American Funds American Balanced A 16.28M (1.31%) -852.50K
Decreased by -5.24%
Sep 30, 23
11 SPDR® S&P 500 ETF Trust 15.37M (1.24%) -107.89K
Decreased by -0.70%
Dec 31, 23
12 Fidelity® 500 Index 14.52M (1.17%) 92.40K
Increased by +0.64%
Nov 30, 23
13 American Funds Capital Income Bldr A 13.39M (1.08%) 0.00
Increased by 0.00%
Sep 30, 23
14 iShares Core S&P 500 ETF 12.41M (1.00%) 7.41K
Increased by +0.06%
Dec 29, 23
15 Vanguard Value Index Inv 10.68M (0.86%) 26.97K
Increased by +0.25%
Nov 30, 23
16 American Funds Invmt Co of Amer A 10.10M (0.81%) -18.38K
Decreased by -0.18%
Sep 30, 23
17 Capital Group Investment Co of Amer Comp 10.10M (0.81%) -18.38K
Decreased by -0.18%
Sep 30, 23
18 Health Care Select Sector SPDR® ETF 9.26M (0.74%) -6.72K
Decreased by -0.07%
Dec 31, 23
19 American Funds Capital World Gr&Inc A 9.10M (0.73%) -1.26M
Decreased by -13.82%
Sep 30, 23
20 Capital Group World Growth & Inc Cmp 9.10M (0.73%) -1.26M
Decreased by -13.82%
Sep 30, 23