Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 94.43M (9.50%) -156.82K
Decreased by -0.17%
Sep 30, 23
2 BlackRock Inc 70.02M (7.04%) -1.32M
Decreased by -1.88%
Sep 30, 23
3 State Street Corporation 42.08M (4.23%) -1.34M
Decreased by -3.19%
Sep 30, 23
4 Capital World Investors 38.81M (3.90%) -334.36K
Decreased by -0.86%
Sep 30, 23
5 Geode Capital Management, LLC 19.68M (1.98%) 301.39K
Increased by +1.53%
Sep 30, 23
6 Morgan Stanley - Brokerage Accounts 18.38M (1.85%) -57.52K
Decreased by -0.31%
Sep 30, 23
7 Bank of America Corp 14.82M (1.49%) 708.56K
Increased by +4.78%
Sep 30, 23
8 Capital Research Global Investors 13.77M (1.39%) 937.45K
Increased by +6.81%
Sep 30, 23
9 Charles Schwab Investment Management Inc 12.87M (1.29%) -154.15K
Decreased by -1.20%
Sep 30, 23
10 Northern Trust Corp 12.35M (1.24%) 153.14K
Increased by +1.24%
Sep 30, 23
11 Wellington Management Company LLP 12.23M (1.23%) -2.37M
Decreased by -19.36%
Sep 30, 23
12 Royal Bank of Canada 9.80M (0.99%) 1.41M
Increased by +14.37%
Sep 30, 23
13 Bank of New York Mellon Corp 9.29M (0.93%) -89.97K
Decreased by -0.97%
Sep 30, 23
14 FMR Inc 9.26M (0.93%) -97.72K
Decreased by -1.06%
Sep 30, 23
15 Fisher Asset Management, LLC 8.61M (0.87%) 68.31K
Increased by +0.79%
Sep 30, 23
16 JPMorgan Chase & Co 8.07M (0.81%) -142.02K
Decreased by -1.76%
Sep 30, 23
17 Legal & General Group PLC 6.51M (0.65%) -339.50K
Decreased by -5.22%
Sep 30, 23
18 T. Rowe Price Associates, Inc. 6.38M (0.64%) 191.87K
Increased by +3.01%
Sep 30, 23
19 Amundi 6.22M (0.63%) 688.79K
Increased by +11.07%
Sep 30, 23
20 Wells Fargo & Co 6.10M (0.61%) -271.50K
Decreased by -4.45%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 31.34M (3.15%) 40.22K
Increased by +0.13%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 24.50M (2.47%) 225.73K
Increased by +0.92%
Nov 30, 23
3 SPDR® S&P 500 ETF Trust 12.33M (1.24%) -86.58K
Decreased by -0.70%
Dec 31, 23
4 Fidelity® 500 Index 11.72M (1.18%) 74.55K
Increased by +0.64%
Nov 30, 23
5 iShares Core S&P 500 ETF 9.96M (1.00%) 5.95K
Increased by +0.06%
Dec 29, 23
6 American Funds Washington Mutual A 9.02M (0.91%) 66.90K
Increased by +0.74%
Sep 30, 23
7 Capital Group Wash Mutual Invtrs Comp 9.02M (0.91%) 66.90K
Increased by +0.74%
Sep 30, 23
8 American Funds American Balanced A 8.88M (0.89%) -110.00K
Decreased by -1.24%
Sep 30, 23
9 Vanguard Growth Index Investor 8.81M (0.89%) 48.22K
Increased by +0.55%
Nov 30, 23
10 Vanguard Institutional Index I 6.70M (0.67%) -14.58K
Decreased by -0.22%
Nov 30, 23
11 Schwab US Dividend Equity ETF™ 6.27M (0.63%) 916.00
Increased by +0.01%
Dec 30, 23
12 Vanguard Dividend Appreciation ETF 5.82M (0.59%) 39.32K
Increased by +0.68%
Nov 30, 23
13 SPDR® Dow Jones Industrial Avrg ETF Tr 5.68M (0.57%) 29.65K
Increased by +0.52%
Dec 31, 23
14 American Funds Invmt Co of Amer A 5.61M (0.56%) 239.78K
Increased by +4.27%
Sep 30, 23
15 Capital Group Investment Co of Amer Comp 5.61M (0.56%) 239.78K
Increased by +4.27%
Sep 30, 23
16 Consumer Discret Sel Sect SPDR® ETF 5.09M (0.51%) -2.33K
Decreased by -0.05%
Dec 29, 23
17 American Funds Income Fund of Amer A 5.08M (0.51%) 50.00K
Increased by +0.98%
Sep 30, 23
18 State St S&P 500® Indx SL Cl III 4.77M (0.48%) -29.70K
Decreased by -0.62%
Dec 31, 23
19 Vanguard High Dividend Yield ETF 4.56M (0.46%) -7.86K
Decreased by -0.17%
Nov 30, 23
20 American Funds Growth Fund of Amer A 4.53M (0.46%) -779.58K
Decreased by -17.22%
Sep 30, 23