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 IYW 1000.00%
8 IXN 1000.00%
9 IWV 1000.00%
10 IWS 1000.00%
11 IWR 1000.00%
12 IWD 1000.00%
13 IWB 1000.00%
14 IVV 1000.00%
15 IVE 1000.00%
16 IUSV 1000.00%
17 ITOT 1000.00%
18 IMCV 1000.00%
19 ILCV 1000.00%
20 ILCB 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 98.27M (12.76%) -9.51K
Decreased by -0.01%
Sep 30, 23
2 BlackRock Inc 58.52M (7.60%) 190.16K
Increased by +0.32%
Sep 30, 23
3 State Street Corporation 30.91M (4.01%) -672.19K
Decreased by -2.18%
Sep 30, 23
4 Wellington Management Company LLP 28.71M (3.73%) 2.06M
Increased by +7.16%
Sep 30, 23
5 Morgan Stanley - Brokerage Accounts 21.90M (2.84%) 1.06M
Increased by +4.84%
Sep 30, 23
6 Ameriprise Financial Inc 17.62M (2.29%) 2.30M
Increased by +13.07%
Sep 30, 23
7 JPMorgan Chase & Co 17.02M (2.21%) -1.98M
Decreased by -11.62%
Sep 30, 23
8 Geode Capital Management, LLC 16.68M (2.17%) 394.09K
Increased by +2.36%
Sep 30, 23
9 State Farm Mutual Automobile Ins Co 14.53M (1.89%) 0.00
Increased by 0.00%
Sep 30, 23
10 Bank of America Corp 14.30M (1.86%) 223.37K
Increased by +1.56%
Sep 30, 23
11 Northern Trust Corp 12.04M (1.56%) 232.70K
Increased by +1.93%
Sep 30, 23
12 T. Rowe Price Associates, Inc. 11.79M (1.53%) 708.78K
Increased by +6.01%
Sep 30, 23
13 Dimensional Fund Advisors, Inc. 9.58M (1.24%) 111.58K
Increased by +1.17%
Sep 30, 23
14 PRIMECAP Management Company 8.76M (1.14%) -49.40K
Decreased by -0.56%
Sep 30, 23
15 Bank of New York Mellon Corp 7.88M (1.02%) 490.64K
Increased by +6.22%
Sep 30, 23
16 American Century Companies Inc 7.12M (0.92%) -72.84K
Decreased by -1.02%
Sep 30, 23
17 Fidelity International Ltd 7.07M (0.92%) 1.27M
Increased by +17.97%
Sep 30, 23
18 Amvescap Plc. 6.09M (0.79%) -765.74K
Decreased by -12.57%
Sep 30, 23
19 Hotchkis & Wiley Capital Management LLC 6.01M (0.78%) -74.54K
Decreased by -1.24%
Sep 30, 23
20 Legal & General Group PLC 5.30M (0.69%) -234.98K
Decreased by -4.44%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 24.05M (3.12%) 30.24K
Increased by +0.13%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 18.71M (2.43%) 163.35K
Increased by +0.87%
Nov 30, 23
3 Vanguard Mid Cap Index Institutional 17.45M (2.27%) 12.47K
Increased by +0.07%
Nov 30, 23
4 Vanguard Equity-Income Inv 11.58M (1.50%) 1.57M
Increased by +13.53%
Sep 30, 23
5 JPMorgan Equity Income I 10.42M (1.35%) 0.00
Increased by 0.00%
Nov 30, 23
6 JPM US Equity Income-Composite 10.21M (1.33%) 447.80K
Increased by +4.38%
Dec 31, 23
7 JPM US Equity Income-MA 9.77M (1.27%) 9.76M
Increased by +99.91%
Sep 30, 23
8 SPDR® S&P 500 ETF Trust 9.43M (1.22%) -66.58K
Decreased by -0.71%
Dec 31, 23
9 Fidelity® 500 Index 8.95M (1.16%) 56.93K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 7.65M (0.99%) 4.57K
Increased by +0.06%
Dec 29, 23
11 Vanguard Wellesley® Income Inv 6.84M (0.89%) 432.39K
Increased by +6.32%
Sep 30, 23
12 Vanguard Value Index Inv 6.59M (0.86%) 29.34K
Increased by +0.45%
Nov 30, 23
13 Fidelity Global Technology A-Dis-EUR 6.38M (0.83%) 5.49K
Increased by +0.09%
Nov 30, 23
14 T. Rowe Price Mid-Cap Value 6.34M (0.82%) 327.66K
Increased by +5.17%
Sep 30, 23
15 T. Rowe Price US Mid-Cap Value Equity 6.34M (0.82%) 327.66K
Increased by +5.17%
Sep 30, 23
16 Vanguard Mid-Cap Value ETF 6.18M (0.80%) -27.25K
Decreased by -0.44%
Nov 30, 23
17 Vanguard Institutional Index I 5.12M (0.66%) -6.65K
Decreased by -0.13%
Nov 30, 23
18 Vanguard Information Technology ETF 5.02M (0.65%) 76.69K
Increased by +1.53%
Nov 30, 23
19 Technology Select Sector SPDR® ETF 4.88M (0.63%) 1.61K
Increased by +0.03%
Dec 31, 23
20 Vanguard Dividend Appreciation ETF 4.42M (0.57%) 30.89K
Increased by +0.70%
Nov 30, 23