Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 139.73M (10.23%) 8.08M
Increased by +5.78%
Sep 30, 23
2 Vanguard Group Inc 111.46M (8.16%) 1.58M
Increased by +1.42%
Sep 30, 23
3 State Street Corporation 57.87M (4.24%) -857.58K
Decreased by -1.48%
Sep 30, 23
4 Capital World Investors 50.58M (3.70%) -216.07K
Decreased by -0.43%
Sep 30, 23
5 Harris Associates L.P. 35.51M (2.60%) -3.02M
Decreased by -8.52%
Sep 30, 23
6 Capital Research Global Investors 30.60M (2.24%) -5.34M
Decreased by -17.46%
Sep 30, 23
7 Capital Research & Mgmt Co - Division 3 26.23M (1.92%) -442.85K
Decreased by -1.69%
Sep 30, 23
8 Geode Capital Management, LLC 25.62M (1.88%) 311.39K
Increased by +1.22%
Sep 30, 23
9 Arrowstreet Capital Limited Partnership 25.58M (1.87%) 466.79K
Increased by +1.82%
Sep 30, 23
10 Bank of America Corp 25.37M (1.86%) 194.63K
Increased by +0.77%
Sep 30, 23
11 Amvescap Plc. 23.64M (1.73%) -1.08M
Decreased by -4.58%
Sep 30, 23
12 Greenhaven Associates Inc 22.22M (1.63%) 183.77K
Increased by +0.83%
Sep 30, 23
13 Putnam Investments LLC 17.33M (1.27%) -112.81K
Decreased by -0.65%
Sep 30, 23
14 Morgan Stanley - Brokerage Accounts 15.21M (1.11%) 201.08K
Increased by +1.32%
Sep 30, 23
15 Hotchkis & Wiley Capital Management LLC 14.85M (1.09%) -1.65M
Decreased by -11.10%
Sep 30, 23
16 Bank of New York Mellon Corp 13.63M (1.00%) -765.14K
Decreased by -5.61%
Sep 30, 23
17 T. Rowe Price Associates, Inc. 13.59M (0.99%) -3.75M
Decreased by -27.61%
Sep 30, 23
18 Northern Trust Corp 13.20M (0.97%) 237.36K
Increased by +1.80%
Sep 30, 23
19 Franklin Resources Inc 12.26M (0.90%) 73.56K
Increased by +0.60%
Sep 30, 23
20 Dimensional Fund Advisors, Inc. 12.05M (0.88%) -89.71K
Decreased by -0.74%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 43.10M (3.16%) 50.29K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 33.53M (2.46%) 302.74K
Increased by +0.90%
Nov 30, 23
3 American Funds Washington Mutual A 29.54M (2.16%) -580.16K
Decreased by -1.96%
Sep 30, 23
4 Capital Group Wash Mutual Invtrs Comp 29.54M (2.16%) -580.16K
Decreased by -1.96%
Sep 30, 23
5 American Funds American Balanced A 23.60M (1.73%) 0.00
Increased by 0.00%
Sep 30, 23
6 SPDR® S&P 500 ETF Trust 16.88M (1.24%) -118.55K
Decreased by -0.70%
Dec 31, 23
7 Fidelity® 500 Index 16.03M (1.17%) 102.03K
Increased by +0.64%
Nov 30, 23
8 American Funds Growth Fund of Amer A 13.73M (1.01%) -1.91M
Decreased by -13.90%
Sep 30, 23
9 Capital Group Growth Fnd of Amer Comp 13.73M (1.01%) -1.91M
Decreased by -13.90%
Sep 30, 23
10 iShares Core S&P 500 ETF 13.64M (1.00%) 8.14K
Increased by +0.06%
Dec 29, 23
11 Vanguard Value Index Inv 11.80M (0.86%) 42.07K
Increased by +0.36%
Nov 30, 23
12 American Funds Capital World Gr&Inc A 11.65M (0.85%) -158.47K
Decreased by -1.36%
Sep 30, 23
13 Capital Group World Growth & Inc Cmp 11.65M (0.85%) -158.47K
Decreased by -1.36%
Sep 30, 23
14 BlackRock Equity Dividend Instl 11.09M (0.81%) -186.66K
Decreased by -1.68%
Nov 30, 23
15 Oakmark Investor 10.76M (0.79%) 400.00K
Increased by +3.72%
Sep 30, 23
16 Putnam Large Cap Value A 10.65M (0.78%) 1.98M
Increased by +18.59%
Dec 31, 23
17 American Funds Invmt Co of Amer A 10.61M (0.78%) -19.32K
Decreased by -0.18%
Sep 30, 23
18 Capital Group Investment Co of Amer Comp 10.61M (0.78%) -19.32K
Decreased by -0.18%
Sep 30, 23
19 Vanguard Institutional Index I 9.17M (0.67%) -19.55K
Decreased by -0.21%
Nov 30, 23
20 Diamond Hill Large Cap Equity 8.71M (0.64%) -395.11K
Decreased by -4.53%
Dec 31, 23