Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 410.03M (3.80%) -3.40M
Decreased by -0.83%
Sep 30, 23
2 BlackRock Inc 353.03M (3.27%) -6.14M
Decreased by -1.74%
Sep 30, 23
3 State Street Corporation 183.55M (1.70%) -7.30M
Decreased by -3.98%
Sep 30, 23
4 FMR Inc 120.23M (1.11%) 4.35M
Increased by +3.62%
Sep 30, 23
5 T. Rowe Price Associates, Inc. 108.04M (1.00%) -4.81M
Decreased by -4.45%
Sep 30, 23
6 Geode Capital Management, LLC 98.95M (0.92%) 732.81K
Increased by +0.74%
Sep 30, 23
7 JPMorgan Chase & Co 95.94M (0.89%) 9.70M
Increased by +10.11%
Sep 30, 23
8 Capital Research & Mgmt Co - Division 3 79.38M (0.74%) -1.38M
Decreased by -1.74%
Sep 30, 23
9 Morgan Stanley - Brokerage Accounts 69.35M (0.64%) -6.58M
Decreased by -9.48%
Sep 30, 23
10 Northern Trust Corp 57.27M (0.53%) 1.28M
Increased by +2.23%
Sep 30, 23
11 AllianceBernstein L.P. 51.02M (0.47%) 1.18M
Increased by +2.32%
Sep 30, 23
12 Bank of New York Mellon Corp 49.57M (0.46%) -2.17M
Decreased by -4.37%
Sep 30, 23
13 Capital World Investors 48.96M (0.45%) -508.54K
Decreased by -1.04%
Sep 30, 23
14 Dodge & Cox 35.36M (0.33%) -4.88M
Decreased by -13.80%
Sep 30, 23
15 Capital Research Global Investors 34.87M (0.32%) 1.17M
Increased by +3.36%
Sep 30, 23
16 Legal & General Group PLC 34.31M (0.32%) -1.96M
Decreased by -5.72%
Sep 30, 23
17 Bank of America Corp 34.21M (0.32%) 964.71K
Increased by +2.82%
Sep 30, 23
18 Nuveen Asset Management, LLC 31.61M (0.29%) 417.07K
Increased by +1.32%
Sep 30, 23
19 HHG PLC 29.59M (0.27%) 4.32M
Increased by +14.60%
Sep 30, 23
20 Charles Schwab Investment Management Inc 28.32M (0.26%) -6.30K
Decreased by -0.02%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 154.60M (1.43%) 242.31K
Increased by +0.16%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 123.01M (1.14%) 1.13M
Increased by +0.92%
Nov 30, 23
3 SPDR® S&P 500 ETF Trust 61.39M (0.57%) -431.43K
Decreased by -0.70%
Dec 31, 23
4 Fidelity® 500 Index 58.81M (0.55%) 374.39K
Increased by +0.64%
Nov 30, 23
5 iShares Core S&P 500 ETF 49.61M (0.46%) 29.61K
Increased by +0.06%
Dec 29, 23
6 Vanguard Growth Index Investor 43.44M (0.40%) 236.74K
Increased by +0.55%
Nov 30, 23
7 Invesco QQQ Trust 40.54M (0.38%) 90.20K
Increased by +0.22%
Dec 29, 23
8 American Funds Growth Fund of Amer A 34.17M (0.32%) -740.56K
Decreased by -2.17%
Sep 30, 23
9 Capital Group Growth Fnd of Amer Comp 34.17M (0.32%) -740.56K
Decreased by -2.17%
Sep 30, 23
10 Vanguard Institutional Index I 33.63M (0.31%) -70.62K
Decreased by -0.21%
Nov 30, 23
11 JPM US Large Cap Growth-MA 28.11M (0.26%) 25.80M
Increased by +91.80%
Sep 30, 23
12 T. Rowe Price Blue Chip Growth 26.82M (0.25%) -1.48M
Decreased by -5.52%
Sep 30, 23
13 T. Rowe Price US Lrg-Cap Core Gr Eq Comp 26.82M (0.25%) -1.48M
Decreased by -5.52%
Sep 30, 23
14 American Funds Fundamental Invs A 24.21M (0.22%) -14.91K
Decreased by -0.06%
Sep 30, 23
15 Capital Group Fundamental Invtrs Comp 24.21M (0.22%) -14.91K
Decreased by -0.06%
Sep 30, 23
16 State St S&P 500® Indx SL Cl III 23.78M (0.22%) -326.20K
Decreased by -1.37%
Dec 31, 23
17 JPMorgan Large Cap Growth I 22.11M (0.20%) -1.13M
Decreased by -5.13%
Nov 30, 23
18 Dodge & Cox Stock I 20.84M (0.19%) 20.74M
Increased by +99.52%
Sep 30, 23
19 American Funds American Balanced A 20.12M (0.19%) -164.33K
Decreased by -0.82%
Sep 30, 23
20 Fidelity® Contrafund® 18.91M (0.18%) 0.00
Increased by 0.00%
Nov 30, 23