Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.33M (10.05%) -260.64K
Decreased by -1.03%
Sep 30, 23
2 BlackRock Inc 18.67M (7.41%) -1.19M
Decreased by -6.40%
Sep 30, 23
3 FMR Inc 10.50M (4.17%) -544.63K
Decreased by -5.18%
Sep 30, 23
4 Pershing Square Capital Management, L.p. 10.31M (4.09%) 972.65K
Increased by +9.44%
Sep 30, 23
5 T. Rowe Price Investment Management,Inc. 9.99M (3.96%) -25.85K
Decreased by -0.26%
Sep 30, 23
6 State Street Corporation 9.75M (3.87%) -248.42K
Decreased by -2.55%
Sep 30, 23
7 Principal Financial Group Inc 9.58M (3.80%) 23.56K
Increased by +0.25%
Sep 30, 23
8 Capital Research & Mgmt Co - Division 3 9.47M (3.75%) 467.87K
Increased by +4.94%
Sep 30, 23
9 Capital Research Global Investors 8.93M (3.54%) 653.90K
Increased by +7.32%
Sep 30, 23
10 JPMorgan Chase & Co 7.00M (2.78%) -147.98K
Decreased by -2.11%
Sep 30, 23
11 T. Rowe Price Associates, Inc. 6.64M (2.63%) 2.64M
Increased by +39.80%
Sep 30, 23
12 Bank of America Corp 5.69M (2.26%) -2.70M
Decreased by -47.47%
Sep 30, 23
13 Geode Capital Management, LLC 5.63M (2.23%) 55.92K
Increased by +0.99%
Sep 30, 23
14 Ameriprise Financial Inc 3.88M (1.54%) -697.17K
Decreased by -17.95%
Sep 30, 23
15 Massachusetts Financial Services Company 3.68M (1.46%) -401.78K
Decreased by -10.91%
Sep 30, 23
16 Putnam Investments LLC 3.61M (1.43%) 18.58K
Increased by +0.51%
Sep 30, 23
17 Eagle Capital Management LLC 3.32M (1.32%) -105.99K
Decreased by -3.19%
Sep 30, 23
18 Harris Associates L.P. 2.92M (1.16%) -26.57K
Decreased by -0.91%
Sep 30, 23
19 HHG PLC 2.90M (1.15%) -13.92K
Decreased by -0.48%
Sep 30, 23
20 Arrowstreet Capital Limited Partnership 2.71M (1.08%) -145.65K
Decreased by -5.37%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 8.19M (3.25%) 10.05K
Increased by +0.12%
Nov 30, 23
2 Capital Group AMCAP Composite 6.43M (2.55%) -5.91K
Decreased by -0.09%
Sep 30, 23
3 VA CollegeAmerica Amcap 529A 6.43M (2.55%) -5.91K
Decreased by -0.09%
Sep 30, 23
4 Vanguard Institutional 500 Index Trust 6.37M (2.53%) 58.18K
Increased by +0.91%
Nov 30, 23
5 Principal Aligned MidCap Equity 5.17M (2.05%) 49.22K
Increased by +0.95%
Sep 30, 23
6 Principal MidCap R5 5.07M (2.01%) 8.26K
Increased by +0.16%
Nov 30, 23
7 American Funds Growth Fund of Amer A 4.60M (1.82%) 397.03K
Increased by +8.64%
Sep 30, 23
8 Capital Group Growth Fnd of Amer Comp 4.60M (1.82%) 397.03K
Increased by +8.64%
Sep 30, 23
9 SPDR® S&P 500 ETF Trust 3.16M (1.25%) -22.19K
Decreased by -0.70%
Dec 31, 23
10 T. Rowe Price Mid-Cap Growth 3.08M (1.22%) -13.60K
Decreased by -0.44%
Sep 30, 23
11 T. Rowe Price US Mid-Cap Growth Equity 3.08M (1.22%) -13.60K
Decreased by -0.44%
Sep 30, 23
12 Fidelity® 500 Index 3.05M (1.21%) 19.39K
Increased by +0.64%
Nov 30, 23
13 Vanguard Mid Cap Index Institutional 2.97M (1.18%) 2.78K
Increased by +0.09%
Nov 30, 23
14 American Funds New Perspective A 2.69M (1.07%) 675.36K
Increased by +25.07%
Sep 30, 23
15 Capital Group New Perspective Comp 2.69M (1.07%) 675.36K
Increased by +25.07%
Sep 30, 23
16 MFS Growth Equity 2.60M (1.03%) -262.39K
Decreased by -10.11%
Sep 30, 23
17 MFS Growth B 2.56M (1.02%) 0.00
Increased by 0.00%
Nov 30, 23
18 iShares Core S&P 500 ETF 2.55M (1.01%) 1.52K
Increased by +0.06%
Dec 29, 23
19 T. Rowe Price Capital Appreciation 2.40M (0.95%) -5.60K
Decreased by -0.23%
Sep 30, 23
20 Vanguard Growth Index Investor 2.30M (0.91%) 12.42K
Increased by +0.54%
Nov 30, 23