Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 117.51M (12.55%) 12.88M
Increased by +10.96%
Sep 30, 23
2 Berkshire Hathaway Inc 102.52M (10.95%) -18.43M
Decreased by -17.98%
Sep 30, 23
3 BlackRock Inc 87.96M (9.39%) -95.27K
Decreased by -0.11%
Sep 30, 23
4 State Street Corporation 44.09M (4.71%) -346.86K
Decreased by -0.79%
Sep 30, 23
5 Dodge & Cox 35.78M (3.82%) -3.73M
Decreased by -10.41%
Sep 30, 23
6 PRIMECAP Management Company 20.77M (2.22%) -181.62K
Decreased by -0.87%
Sep 30, 23
7 Geode Capital Management, LLC 19.61M (2.09%) 285.19K
Increased by +1.45%
Sep 30, 23
8 LSV Asset Management 12.53M (1.34%) -319.46K
Decreased by -2.55%
Sep 30, 23
9 Dimensional Fund Advisors, Inc. 11.97M (1.28%) -1.18M
Decreased by -9.85%
Sep 30, 23
10 Morgan Stanley - Brokerage Accounts 11.69M (1.25%) -290.42K
Decreased by -2.48%
Sep 30, 23
11 Northern Trust Corp 10.13M (1.08%) 589.77K
Increased by +5.82%
Sep 30, 23
12 Amundi 9.63M (1.03%) 2.33M
Increased by +24.17%
Sep 30, 23
13 Legal & General Group PLC 8.36M (0.89%) -252.04K
Decreased by -3.02%
Sep 30, 23
14 Amvescap Plc. 8.22M (0.88%) 995.13K
Increased by +12.11%
Sep 30, 23
15 Bank of New York Mellon Corp 8.19M (0.87%) -221.16K
Decreased by -2.70%
Sep 30, 23
16 Maj Invest Holding A/S 8.17M (0.87%) -443.83K
Decreased by -5.43%
Sep 30, 23
17 Goldman Sachs Group Inc 7.35M (0.78%) 494.49K
Increased by +6.73%
Sep 30, 23
18 Arrowstreet Capital Limited Partnership 6.55M (0.70%) 2.35M
Increased by +35.85%
Sep 30, 23
19 UBS Asset Mgmt Americas Inc 6.32M (0.68%) -2.13M
Decreased by -33.66%
Sep 30, 23
20 Qube Research & Technologies 6.09M (0.65%) 3.61M
Increased by +59.33%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 27.79M (2.97%) 33.34K
Increased by +0.12%
Nov 30, 23
2 Dodge & Cox Stock I 26.32M (2.81%) 26.19M
Increased by +99.53%
Sep 30, 23
3 Vanguard Institutional 500 Index Trust 21.14M (2.26%) 200.64K
Increased by +0.95%
Nov 30, 23
4 Vanguard Mid Cap Index Institutional 20.17M (2.15%) 21.93K
Increased by +0.11%
Nov 30, 23
5 Vanguard PRIMECAP Inv 12.88M (1.38%) -5.22K
Decreased by -0.04%
Sep 30, 23
6 SPDR® S&P 500 ETF Trust 10.70M (1.14%) -75.34K
Decreased by -0.70%
Dec 31, 23
7 Fidelity® 500 Index 10.11M (1.08%) 64.34K
Increased by +0.64%
Nov 30, 23
8 Pacer US Cash Cows 100 ETF 9.45M (1.01%) 37.58K
Increased by +0.40%
Dec 29, 23
9 iShares Core S&P 500 ETF 8.66M (0.93%) 5.17K
Increased by +0.06%
Dec 29, 23
10 Vanguard Value Index Inv 7.60M (0.81%) 12.59K
Increased by +0.17%
Nov 30, 23
11 iShares Select Dividend ETF 7.57M (0.81%) -4.68K
Decreased by -0.06%
Dec 29, 23
12 Vanguard Mid-Cap Value ETF 7.14M (0.76%) -31.41K
Decreased by -0.44%
Nov 30, 23
13 Vanguard Institutional Index I 5.78M (0.62%) -19.46K
Decreased by -0.34%
Nov 30, 23
14 Technology Select Sector SPDR® ETF 5.53M (0.59%) 1.82K
Increased by +0.03%
Dec 31, 23
15 Vanguard Information Technology ETF 5.46M (0.58%) 75.23K
Increased by +1.38%
Nov 30, 23
16 Vanguard Dividend Appreciation ETF 5.12M (0.55%) 35.75K
Increased by +0.70%
Nov 30, 23
17 DFA US Large Cap Value I 4.83M (0.52%) -322.57K
Decreased by -6.68%
Nov 30, 23
18 Vanguard Equity-Income Inv 4.68M (0.50%) 0.00
Increased by 0.00%
Sep 30, 23
19 State St S&P 500® Indx SL Cl III 4.14M (0.44%) -5.90K
Decreased by -0.14%
Dec 31, 23
20 MonumentItalnlvl1MSCIWdTrEURITL1WldE6441 4.07M (0.44%) 0.00
Increased by 0.00%
Nov 30, 23