Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 56.48M (9.98%) 1.76M
Increased by +3.12%
Sep 30, 23
2 Vanguard Group Inc 51.96M (9.18%) -95.19K
Decreased by -0.18%
Sep 30, 23
3 Capital Research & Mgmt Co - Division 3 33.13M (5.85%) 235.58K
Increased by +0.71%
Sep 30, 23
4 State Street Corporation 32.29M (5.70%) -788.12K
Decreased by -2.44%
Sep 30, 23
5 Capital Research Global Investors 16.24M (2.87%) -1.69M
Decreased by -10.41%
Sep 30, 23
6 Geode Capital Management, LLC 11.74M (2.07%) 145.60K
Increased by +1.24%
Sep 30, 23
7 Morgan Stanley - Brokerage Accounts 8.24M (1.46%) 23.40K
Increased by +0.28%
Sep 30, 23
8 Northern Trust Corp 8.00M (1.41%) 379.70K
Increased by +4.75%
Sep 30, 23
9 Bank of America Corp 7.80M (1.38%) -359.67K
Decreased by -4.61%
Sep 30, 23
10 Charles Schwab Investment Management Inc 7.53M (1.33%) 44.93K
Increased by +0.60%
Sep 30, 23
11 Capital World Investors 6.57M (1.16%) 2.31K
Increased by +0.04%
Sep 30, 23
12 UBS Asset Mgmt Americas Inc 5.20M (0.92%) -94.89K
Decreased by -1.83%
Sep 30, 23
13 Amundi 5.05M (0.89%) 434.11K
Increased by +8.59%
Sep 30, 23
14 Nordea Investment Mgmt Bank Demark A/s 5.05M (0.89%) 1.65M
Increased by +32.74%
Sep 30, 23
15 Goldman Sachs Group Inc 5.04M (0.89%) 780.85K
Increased by +15.50%
Sep 30, 23
16 Bank of New York Mellon Corp 4.95M (0.87%) -91.62K
Decreased by -1.85%
Sep 30, 23
17 Dimensional Fund Advisors, Inc. 4.77M (0.84%) 294.75K
Increased by +6.18%
Sep 30, 23
18 Legal & General Group PLC 4.41M (0.78%) -187.12K
Decreased by -4.24%
Sep 30, 23
19 Amvescap Plc. 4.10M (0.72%) 96.94K
Increased by +2.36%
Sep 30, 23
20 California Public Employees Retrmnt Sys 3.61M (0.64%) -52.04K
Decreased by -1.44%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 18.23M (3.22%) 42.81K
Increased by +0.23%
Nov 30, 23
2 American Funds American Mutual A 16.90M (2.99%) -235.18K
Decreased by -1.39%
Sep 30, 23
3 Capital Group American Mutual Comp 16.90M (2.99%) -235.18K
Decreased by -1.39%
Sep 30, 23
4 Vanguard Institutional 500 Index Trust 14.26M (2.52%) 126.81K
Increased by +0.89%
Nov 30, 23
5 American Funds Income Fund of Amer A 9.45M (1.67%) -898.60K
Decreased by -9.51%
Sep 30, 23
6 SPDR® S&P 500 ETF Trust 7.16M (1.27%) -50.37K
Decreased by -0.70%
Dec 31, 23
7 American Funds Capital Income Bldr A 7.14M (1.26%) -584.63K
Decreased by -8.19%
Sep 30, 23
8 Fidelity® 500 Index 6.82M (1.20%) 43.40K
Increased by +0.64%
Nov 30, 23
9 American Funds Invmt Co of Amer A 6.18M (1.09%) 238.85K
Increased by +3.86%
Sep 30, 23
10 Capital Group Investment Co of Amer Comp 6.18M (1.09%) 238.85K
Increased by +3.86%
Sep 30, 23
11 iShares Core S&P 500 ETF 5.79M (1.02%) 3.46K
Increased by +0.06%
Dec 29, 23
12 American Funds Washington Mutual A 5.45M (0.96%) -14.79K
Decreased by -0.27%
Sep 30, 23
13 Capital Group Wash Mutual Invtrs Comp 5.45M (0.96%) -14.79K
Decreased by -0.27%
Sep 30, 23
14 American Funds American Balanced A 5.06M (0.89%) 0.00
Increased by 0.00%
Sep 30, 23
15 Vanguard Value Index Inv 4.99M (0.88%) 20.06K
Increased by +0.40%
Nov 30, 23
16 Consumer Staples Select Sector SPDR® ETF 4.10M (0.72%) -12.53K
Decreased by -0.31%
Dec 31, 23
17 Vanguard Institutional Index I 3.90M (0.69%) -8.51K
Decreased by -0.22%
Nov 30, 23
18 iShares MSCI USA Min Vol Factor ETF 3.26M (0.58%) 2.19K
Increased by +0.07%
Dec 29, 23
19 State St S&P 500® Indx SL Cl III 2.77M (0.49%) -22.30K
Decreased by -0.80%
Dec 31, 23
20 Columbia Dividend Income Inst 2.67M (0.47%) 1.08M
Increased by +40.55%
Nov 30, 23