Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IMCB 1000.00%
2 KXI 1000.00%
3 JKI 1000.00%
4 JKG 1000.00%
5 JKF 1000.00%
6 JKE 1000.00%
7 JKD 1000.00%
8 IYY 1000.00%
9 IYK 1000.00%
10 IWV 1000.00%
11 IWS 1000.00%
12 IWR 1000.00%
13 IWP 1000.00%
14 IWF 1000.00%
15 IWD 1000.00%
16 IWB 1000.00%
17 IVW 1000.00%
18 IVV 1000.00%
19 IVE 1000.00%
20 IUSV 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.12M (10.26%) -44.96K
Decreased by -0.30%
Sep 30, 23
2 Vanguard Group Inc 14.91M (10.12%) 222.96K
Increased by +1.50%
Sep 30, 23
3 State Street Corporation 7.17M (4.87%) 27.42K
Increased by +0.38%
Sep 30, 23
4 JPMorgan Chase & Co 3.61M (2.45%) 1.04M
Increased by +28.75%
Sep 30, 23
5 Geode Capital Management, LLC 3.29M (2.23%) 107.36K
Increased by +3.27%
Sep 30, 23
6 Renaissance Technologies Corp 2.50M (1.70%) 208.21K
Increased by +8.32%
Sep 30, 23
7 Nordea Investment Mgmt Bank Demark A/s 2.47M (1.67%) 1.45M
Increased by +58.97%
Sep 30, 23
8 Morgan Stanley - Brokerage Accounts 2.46M (1.67%) -352.12K
Decreased by -14.29%
Sep 30, 23
9 Hershey Trust Co 2.07M (1.40%) 0.00
Increased by 0.00%
Sep 30, 23
10 T. Rowe Price Associates, Inc. 1.97M (1.34%) 561.92K
Increased by +28.53%
Sep 30, 23
11 Northern Trust Corp 1.78M (1.21%) 35.39K
Increased by +1.99%
Sep 30, 23
12 Amundi 1.49M (1.01%) -468.48K
Decreased by -31.36%
Sep 30, 23
13 Amvescap Plc. 1.49M (1.01%) -285.46K
Decreased by -19.18%
Sep 30, 23
14 HHG PLC 1.43M (0.97%) -24.60K
Decreased by -1.72%
Sep 30, 23
15 Bank of America Corp 1.35M (0.92%) 69.44K
Increased by +5.14%
Sep 30, 23
16 Legal & General Group PLC 1.31M (0.89%) -23.12K
Decreased by -1.76%
Sep 30, 23
17 Bank of New York Mellon Corp 1.22M (0.83%) -35.94K
Decreased by -2.94%
Sep 30, 23
18 FMR Inc 1.17M (0.79%) 8.34K
Increased by +0.71%
Sep 30, 23
19 Qube Research & Technologies 1.12M (0.76%) 412.76K
Increased by +36.97%
Sep 30, 23
20 American Century Companies Inc 1.06M (0.72%) -280.49K
Decreased by -26.34%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.69M (3.18%) 5.55K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 3.65M (2.48%) 30.99K
Increased by +0.85%
Nov 30, 23
3 SPDR® S&P 500 ETF Trust 1.85M (1.26%) -12.99K
Decreased by -0.70%
Dec 31, 23
4 Fidelity® 500 Index 1.75M (1.18%) 11.11K
Increased by +0.64%
Nov 30, 23
5 JPM US Equity Income-Composite 1.66M (1.13%) 931.73K
Increased by +56.15%
Dec 31, 23
6 iShares Core S&P 500 ETF 1.49M (1.01%) 890.00
Increased by +0.06%
Dec 29, 23
7 iShares MSCI USA Min Vol Factor ETF 1.37M (0.93%) 912.00
Increased by +0.07%
Dec 29, 23
8 Vanguard Growth Index Investor 1.32M (0.90%) 6.98K
Increased by +0.53%
Nov 30, 23
9 JPMorgan Equity Premium Income ETF 1.08M (0.73%) -13.97K
Decreased by -1.29%
Dec 29, 23
10 JPMorgan Equity Income I 1.07M (0.72%) 0.00
Increased by 0.00%
Nov 30, 23
11 Consumer Staples Select Sector SPDR® ETF 1.06M (0.72%) -3.18K
Decreased by -0.30%
Dec 31, 23
12 Vanguard Institutional Index I 999.12K (0.68%) -1.83K
Decreased by -0.18%
Nov 30, 23
13 Vanguard Dividend Appreciation ETF 863.45K (0.59%) 6.04K
Increased by +0.70%
Nov 30, 23
14 JPM US Equity Income-MA 727.65K (0.49%) 727.65K
Increased by +100.00%
Sep 30, 23
15 T. Rowe Price US Large-Cap Core 725.90K (0.49%) 228.45K
Increased by +31.47%
Sep 30, 23
16 T. Rowe Price US Large-Cap Core Eq Comp 725.90K (0.49%) 228.45K
Increased by +31.47%
Sep 30, 23
17 State St S&P 500® Indx SL Cl III 716.28K (0.49%) 400.00
Increased by +0.06%
Dec 31, 23
18 Vanguard High Dividend Yield ETF 662.46K (0.45%) -1.65K
Decreased by -0.25%
Nov 30, 23
19 T. Rowe Price U.S. Large-Cap Core Tr-B 655.56K (0.44%) 241.68K
Increased by +36.87%
Sep 30, 23
20 Vanguard Equity-Income Inv 639.73K (0.43%) 11.21K
Increased by +1.75%
Sep 30, 23