Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ILCG 1000.00%
2 IWF 1000.00%
3 IWD 1000.00%
4 IWB 1000.00%
5 IVW 1000.00%
6 IUSG 1000.00%
7 ITOT 1000.00%
8 IMCG 1000.00%
9 IMCB 1000.00%
10 ILCB 1000.00%
11 FILL 1000.00%
12 JKG 1000.00%
13 JKE 1000.00%
14 JKD 1000.00%
15 IYY 1000.00%
16 IYE 1000.00%
17 IXC 1000.00%
18 IWV 1000.00%
19 IWS 1000.00%
20 IWR 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 37.24M (13.18%) 889.12K
Increased by +2.39%
Sep 30, 23
2 Vanguard Group Inc 31.51M (11.15%) -21.65K
Decreased by -0.07%
Sep 30, 23
3 BlackRock Inc 22.08M (7.82%) -1.59M
Decreased by -7.19%
Sep 30, 23
4 State Street Corporation 17.90M (6.34%) 240.62K
Increased by +1.34%
Sep 30, 23
5 T. Rowe Price Associates, Inc. 10.41M (3.68%) 1.40M
Increased by +13.41%
Sep 30, 23
6 Capital World Investors 9.88M (3.50%) 100.00K
Increased by +1.01%
Sep 30, 23
7 PRIMECAP Management Company 8.11M (2.87%) -35.17K
Decreased by -0.43%
Sep 30, 23
8 Massachusetts Financial Services Company 7.79M (2.76%) 303.94K
Increased by +3.90%
Sep 30, 23
9 Geode Capital Management, LLC 5.94M (2.10%) 99.91K
Increased by +1.68%
Sep 30, 23
10 Bank of New York Mellon Corp 5.84M (2.07%) -289.33K
Decreased by -4.95%
Sep 30, 23
11 Fayez Sarofim & Company 4.72M (1.67%) 520.38K
Increased by +11.02%
Sep 30, 23
12 Barrow Hanley Mewhinney & Strauss LLC 4.17M (1.48%) -257.72K
Decreased by -6.18%
Sep 30, 23
13 Bank of America Corp 3.79M (1.34%) 207.93K
Increased by +5.48%
Sep 30, 23
14 Amvescap Plc. 3.61M (1.28%) 1.11M
Increased by +30.61%
Sep 30, 23
15 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 3.26M (1.15%) 42.26K
Increased by +1.30%
Sep 30, 23
16 UBS Asset Mgmt Americas Inc 3.15M (1.11%) 241.53K
Increased by +7.67%
Sep 30, 23
17 Morgan Stanley - Brokerage Accounts 2.95M (1.04%) 489.17K
Increased by +16.57%
Sep 30, 23
18 Northern Trust Corp 2.87M (1.01%) 42.80K
Increased by +1.49%
Sep 30, 23
19 Victory Capital Management Inc. 2.34M (0.83%) 2.00M
Increased by +85.34%
Sep 30, 23
20 Legal & General Group PLC 2.12M (0.75%) -78.01K
Decreased by -3.68%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 8.66M (3.07%) 10.72K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 6.73M (2.38%) 60.49K
Increased by +0.90%
Nov 30, 23
3 Energy Select Sector SPDR® ETF 6.72M (2.38%) -20.36K
Decreased by -0.30%
Dec 31, 23
4 Vanguard Mid Cap Index Institutional 6.28M (2.22%) 6.89K
Increased by +0.11%
Nov 30, 23
5 Vanguard PRIMECAP Inv 4.87M (1.73%) 0.00
Increased by 0.00%
Sep 30, 23
6 American Funds Growth Fund of Amer A 4.26M (1.51%) -14.29K
Decreased by -0.34%
Sep 30, 23
7 Capital Group Growth Fnd of Amer Comp 4.26M (1.51%) -14.29K
Decreased by -0.34%
Sep 30, 23
8 UBS: Global Equity 4.14M (1.47%) 0.00
Increased by 0.00%
Sep 30, 23
9 SPDR® S&P 500 ETF Trust 3.41M (1.21%) -23.94K
Decreased by -0.70%
Dec 31, 23
10 Fidelity® 500 Index 3.22M (1.14%) 20.49K
Increased by +0.64%
Nov 30, 23
11 Fidelity® Contrafund® 3.21M (1.13%) -78.10K
Decreased by -2.44%
Nov 30, 23
12 iShares Core S&P 500 ETF 2.75M (0.97%) 1.64K
Increased by +0.06%
Dec 29, 23
13 Fidelity Growth Compy Commingled Pl O 2.73M (0.97%) -24.36K
Decreased by -0.89%
Nov 30, 23
14 Vanguard Growth Index Investor 2.43M (0.86%) 13.19K
Increased by +0.54%
Nov 30, 23
15 Fidelity® Growth Company 2.23M (0.79%) 50.00K
Increased by +2.24%
Nov 30, 23
16 MFS Growth Equity 2.12M (0.75%) 736.43K
Increased by +34.80%
Sep 30, 23
17 Fidelity® Series Large Cap Stock 2.01M (0.71%) 0.00
Increased by 0.00%
Nov 30, 23
18 American Funds American Balanced A 2.00M (0.71%) 0.00
Increased by 0.00%
Sep 30, 23
19 Vanguard Mid-Cap Growth ETF 1.92M (0.68%) 6.04K
Increased by +0.31%
Nov 30, 23
20 Vanguard Institutional Index I 1.84M (0.65%) -4.08K
Decreased by -0.22%
Nov 30, 23