Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IXN 1000.00%
2 IGM 1000.00%
3 ILCB 1000.00%
4 FOVL 1000.00%
5 ILCV 1000.00%
6 IMCB 1000.00%
7 IMCV 1000.00%
8 IWS 1000.00%
9 IWV 1000.00%
10 JKI 1000.00%
11 JKG 1000.00%
12 JKF 1000.00%
13 JKD 1000.00%
14 IYY 1000.00%
15 IYW 1000.00%
16 ITOT 1000.00%
17 GLOF 1000.00%
18 IUSV 1000.00%
19 IVE 1000.00%
20 IVV 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 156.29M (12.08%) -1.09M
Decreased by -0.69%
Sep 30, 23
2 BlackRock Inc 130.29M (10.07%) -5.31M
Decreased by -4.07%
Sep 30, 23
3 State Street Corporation 68.61M (5.30%) 597.73K
Increased by +0.87%
Sep 30, 23
4 Dodge & Cox 54.75M (4.23%) -532.45K
Decreased by -0.97%
Sep 30, 23
5 Bank of America Corp 53.78M (4.15%) 15.83M
Increased by +29.44%
Sep 30, 23
6 PRIMECAP Management Company 32.72M (2.53%) -359.41K
Decreased by -1.10%
Sep 30, 23
7 Geode Capital Management, LLC 28.39M (2.19%) 583.16K
Increased by +2.05%
Sep 30, 23
8 Arrowstreet Capital Limited Partnership 25.60M (1.98%) -61.77K
Decreased by -0.24%
Sep 30, 23
9 Amundi 24.79M (1.92%) -3.80M
Decreased by -15.32%
Sep 30, 23
10 Nuveen Asset Management, LLC 21.27M (1.64%) -337.79K
Decreased by -1.59%
Sep 30, 23
11 Goldman Sachs Group Inc 17.78M (1.37%) 7.87M
Increased by +44.23%
Sep 30, 23
12 Dimensional Fund Advisors, Inc. 17.04M (1.32%) 340.26K
Increased by +2.00%
Sep 30, 23
13 Victory Capital Management Inc. 16.91M (1.31%) -878.07K
Decreased by -5.19%
Sep 30, 23
14 LSV Asset Management 15.96M (1.23%) -166.34K
Decreased by -1.04%
Sep 30, 23
15 Morgan Stanley - Brokerage Accounts 15.88M (1.23%) 634.73K
Increased by +4.00%
Sep 30, 23
16 Northern Trust Corp 14.83M (1.15%) 913.01K
Increased by +6.16%
Sep 30, 23
17 Amvescap Plc. 14.52M (1.12%) 880.27K
Increased by +6.06%
Sep 30, 23
18 AQR Capital Management LLC 14.40M (1.11%) 1.31M
Increased by +9.10%
Sep 30, 23
19 Legal & General Group PLC 13.19M (1.02%) -142.44K
Decreased by -1.08%
Sep 30, 23
20 UBS Asset Mgmt Americas Inc 11.87M (0.92%) -402.28K
Decreased by -3.39%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 41.86M (3.23%) 41.65M
Increased by +99.51%
Sep 30, 23
2 Vanguard Total Stock Mkt Idx Inv 40.46M (3.13%) 51.63K
Increased by +0.13%
Nov 30, 23
3 Vanguard Institutional 500 Index Trust 31.48M (2.43%) 307.57K
Increased by +0.98%
Nov 30, 23
4 Vanguard Mid Cap Index Institutional 29.37M (2.27%) 38.90K
Increased by +0.13%
Nov 30, 23
5 Vanguard PRIMECAP Inv 17.19M (1.33%) -5.22K
Decreased by -0.03%
Sep 30, 23
6 SPDR® S&P 500 ETF Trust 15.81M (1.22%) -111.11K
Decreased by -0.70%
Dec 31, 23
7 Fidelity® 500 Index 15.05M (1.16%) 95.77K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 12.78M (0.99%) 7.63K
Increased by +0.06%
Dec 29, 23
9 Vanguard Value Index Inv 11.10M (0.86%) 58.34K
Increased by +0.53%
Nov 30, 23
10 Victory Sycamore Established Value R 10.60M (0.82%) -100.00K
Decreased by -0.94%
Sep 30, 23
11 Vanguard Mid-Cap Value ETF 10.40M (0.80%) -46.25K
Decreased by -0.44%
Nov 30, 23
12 Vanguard Institutional Index I 8.61M (0.67%) -9.91K
Decreased by -0.12%
Nov 30, 23
13 Technology Select Sector SPDR® ETF 8.15M (0.63%) 2.69K
Increased by +0.03%
Dec 31, 23
14 Vanguard Information Technology ETF 8.12M (0.63%) 10.18K
Increased by +0.13%
Nov 30, 23
15 State St S&P 500® Indx SL Cl III 6.12M (0.47%) -49.40K
Decreased by -0.81%
Dec 31, 23
16 Invesco S&P 500® Equal Weight ETF 5.83M (0.45%) 0.00
Increased by 0.00%
Dec 29, 23
17 CREF Stock R1 5.62M (0.43%) 0.00
Increased by 0.00%
Nov 30, 23
18 DFA US Large Cap Value I 5.45M (0.42%) -6.62K
Decreased by -0.12%
Nov 30, 23
19 iShares MSCI USA Value Factor ETF 4.73M (0.37%) 0.00
Increased by 0.00%
Dec 29, 23