Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 487.44M (4.52%) 1.30M
Increased by +0.27%
Sep 30, 23
2 BlackRock Inc 410.94M (3.81%) -7.82M
Decreased by -1.90%
Sep 30, 23
3 FMR Inc 227.32M (2.11%) 12.07M
Increased by +5.31%
Sep 30, 23
4 State Street Corporation 212.45M (1.97%) -6.09M
Decreased by -2.87%
Sep 30, 23
5 Geode Capital Management, LLC 123.40M (1.14%) 2.10M
Increased by +1.70%
Sep 30, 23
6 T. Rowe Price Associates, Inc. 113.72M (1.05%) 979.27K
Increased by +0.86%
Sep 30, 23
7 Morgan Stanley - Brokerage Accounts 111.26M (1.03%) -1.89M
Decreased by -1.70%
Sep 30, 23
8 Wellington Management Company LLP 88.09M (0.82%) -3.27M
Decreased by -3.71%
Sep 30, 23
9 Northern Trust Corp 67.68M (0.63%) 2.42M
Increased by +3.57%
Sep 30, 23
10 Bank of America Corp 57.14M (0.53%) -7.96M
Decreased by -13.93%
Sep 30, 23
11 JPMorgan Chase & Co 56.83M (0.53%) 2.90M
Increased by +5.10%
Sep 30, 23
12 Massachusetts Financial Services Company 54.87M (0.51%) -2.25M
Decreased by -4.11%
Sep 30, 23
13 Bank of New York Mellon Corp 52.72M (0.49%) -1.86M
Decreased by -3.53%
Sep 30, 23
14 Capital Research Global Investors 51.11M (0.47%) 1.54M
Increased by +3.02%
Sep 30, 23
15 Amvescap Plc. 47.47M (0.44%) -1.01M
Decreased by -2.12%
Sep 30, 23
16 Goldman Sachs Group Inc 45.57M (0.42%) -2.90M
Decreased by -6.37%
Sep 30, 23
17 Fisher Asset Management, LLC 43.75M (0.41%) 1.03M
Increased by +2.36%
Sep 30, 23
18 Legal & General Group PLC 40.02M (0.37%) -1.86M
Decreased by -4.64%
Sep 30, 23
19 Ameriprise Financial Inc 36.60M (0.34%) -251.43K
Decreased by -0.69%
Sep 30, 23
20 Deutsche Bank AG 35.68M (0.33%) -5.66M
Decreased by -15.86%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 185.92M (1.72%) 220.09K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 144.61M (1.34%) 1.34M
Increased by +0.93%
Nov 30, 23
3 SPDR® S&P 500 ETF Trust 72.94M (0.68%) -512.61K
Decreased by -0.70%
Dec 31, 23
4 Fidelity® 500 Index 69.14M (0.64%) 439.83K
Increased by +0.64%
Nov 30, 23
5 iShares Core S&P 500 ETF 58.94M (0.55%) 35.18K
Increased by +0.06%
Dec 29, 23
6 Vanguard Growth Index Investor 52.27M (0.48%) 286.39K
Increased by +0.55%
Nov 30, 23
7 Invesco QQQ Trust 41.91M (0.39%) 93.25K
Increased by +0.22%
Dec 29, 23
8 Vanguard Institutional Index I 39.54M (0.37%) -90.65K
Decreased by -0.23%
Nov 30, 23
9 American Funds Growth Fund of Amer A 32.69M (0.30%) -465.44K
Decreased by -1.42%
Sep 30, 23
10 Capital Group Growth Fnd of Amer Comp 32.69M (0.30%) -465.44K
Decreased by -1.42%
Sep 30, 23
11 Vanguard Wellington™ Inv 31.02M (0.29%) 97.75K
Increased by +0.32%
Sep 30, 23
12 State St S&P 500® Indx SL Cl III 28.26M (0.26%) -85.40K
Decreased by -0.30%
Dec 31, 23
13 Fidelity® Blue Chip Growth 22.89M (0.21%) -288.50K
Decreased by -1.26%
Nov 30, 23
14 Fidelity® Contrafund® 22.14M (0.21%) 0.00
Increased by 0.00%
Nov 30, 23
15 T. Rowe Price Growth Stock 21.30M (0.20%) -823.60K
Decreased by -3.87%
Sep 30, 23
16 T. Rowe Price US Growth Stock Composite 21.30M (0.20%) -823.60K
Decreased by -3.87%
Sep 30, 23
17 Blackrock Eq Idx Fund CF 21.16M (0.20%) 101.64K
Increased by +0.48%
Dec 31, 23
18 Fidelity Growth Compy Commingled Pl O 20.97M (0.19%) 84.21K
Increased by +0.40%
Nov 30, 23
19 iShares Russell 1000 Growth ETF 20.46M (0.19%) -34.15K
Decreased by -0.17%
Dec 29, 23
20 MFS Growth Equity 18.49M (0.17%) -100.72K
Decreased by -0.54%
Sep 30, 23