Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKF 1000.00%
2 IMCV 1000.00%
3 IMCB 1000.00%
4 ILCV 1000.00%
5 ITOT 1000.00%
6 ILCB 1000.00%
7 IHF 1000.00%
8 IUSV 1000.00%
9 IVE 1000.00%
10 IVV 1000.00%
11 IWB 1000.00%
12 IWD 1000.00%
13 IWR 1000.00%
14 IWS 1000.00%
15 GLOF 1000.00%
16 IXJ 1000.00%
17 IYH 1000.00%
18 IYY 1000.00%
19 JKD 1000.00%
20 JKI 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.19M (9.11%) -70.55K
Decreased by -0.63%
Sep 30, 23
2 BlackRock Inc 10.69M (8.71%) 60.41K
Increased by +0.56%
Sep 30, 23
3 T. Rowe Price Associates, Inc. 7.08M (5.77%) -143.74K
Decreased by -2.03%
Sep 30, 23
4 Wellington Management Company LLP 6.74M (5.49%) -110.04K
Decreased by -1.63%
Sep 30, 23
5 State Street Corporation 5.63M (4.58%) -226.47K
Decreased by -4.03%
Sep 30, 23
6 FMR Inc 4.98M (4.06%) -2.13M
Decreased by -42.82%
Sep 30, 23
7 Capital World Investors 2.33M (1.90%) 10.30K
Increased by +0.44%
Sep 30, 23
8 Geode Capital Management, LLC 2.33M (1.90%) 36.27K
Increased by +1.56%
Sep 30, 23
9 Morgan Stanley - Brokerage Accounts 2.04M (1.66%) 119.76K
Increased by +5.87%
Sep 30, 23
10 Capital Research Global Investors 2.01M (1.64%) 504.84K
Increased by +25.09%
Sep 30, 23
11 JPMorgan Chase & Co 1.72M (1.40%) 28.65K
Increased by +1.66%
Sep 30, 23
12 Citadel Advisors Llc 1.59M (1.29%) 1.36M
Increased by +85.25%
Sep 30, 23
13 Ameriprise Financial Inc 1.52M (1.24%) 402.56K
Increased by +26.42%
Sep 30, 23
14 Northern Trust Corp 1.33M (1.08%) 64.25K
Increased by +4.84%
Sep 30, 23
15 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 1.30M (1.06%) 1.29M
Increased by +98.75%
Sep 30, 23
16 Newport Trust Co. 1.30M (1.06%) -32.34K
Decreased by -2.49%
Sep 30, 23
17 Franklin Resources Inc 1.11M (0.90%) -48.65K
Decreased by -4.40%
Sep 30, 23
18 Marshall Wace Asset Management Ltd 1.01M (0.83%) 1.01M
Increased by +100.00%
Sep 30, 23
19 Bank of America Corp 997.16K (0.81%) 222.42K
Increased by +22.31%
Sep 30, 23
20 Legal & General Group PLC 985.08K (0.80%) -40.29K
Decreased by -4.09%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.88M (3.16%) 6.94K
Increased by +0.18%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 3.02M (2.46%) 28.02K
Increased by +0.93%
Nov 30, 23
3 Vanguard Wellington™ Inv 2.40M (1.96%) -122.51K
Decreased by -5.09%
Sep 30, 23
4 Vanguard Health Care Inv 2.27M (1.84%) 0.00
Increased by 0.00%
Sep 30, 23
5 SPDR® S&P 500 ETF Trust 1.53M (1.24%) 12.12K
Increased by +0.79%
Dec 29, 23
6 Fidelity® 500 Index 1.44M (1.18%) 9.19K
Increased by +0.64%
Nov 30, 23
7 American Funds Washington Mutual A 1.39M (1.14%) -2.10M
Decreased by -150.88%
Sep 30, 23
8 Capital Group Wash Mutual Invtrs Comp 1.39M (1.14%) -2.10M
Decreased by -150.88%
Sep 30, 23
9 iShares Core S&P 500 ETF 1.23M (1.00%) 730.00
Increased by +0.06%
Dec 29, 23
10 Vanguard Value Index Inv 1.06M (0.86%) 3.02K
Increased by +0.28%
Nov 30, 23
11 T. Rowe Price Growth Stock 926.56K (0.75%) -10.97K
Decreased by -1.18%
Sep 30, 23
12 T. Rowe Price US Growth Stock Composite 926.56K (0.75%) -10.97K
Decreased by -1.18%
Sep 30, 23
13 Health Care Select Sector SPDR® ETF 915.89K (0.75%) -2.82K
Decreased by -0.31%
Dec 29, 23
14 American Funds Invmt Co of Amer A 828.58K (0.67%) 211.41K
Increased by +25.51%
Sep 30, 23
15 Capital Group Investment Co of Amer Comp 828.58K (0.67%) 211.41K
Increased by +25.51%
Sep 30, 23
16 Vanguard Institutional Index I 825.74K (0.67%) -1.87K
Decreased by -0.23%
Nov 30, 23
17 T. Rowe Price Blue Chip Growth 752.59K (0.61%) -104.08K
Decreased by -13.83%
Sep 30, 23
18 T. Rowe Price US Lrg-Cap Core Gr Eq Comp 752.59K (0.61%) -104.08K
Decreased by -13.83%
Sep 30, 23
19 Vanguard Dividend Appreciation ETF 723.02K (0.59%) 5.01K
Increased by +0.69%
Nov 30, 23
20 T. Rowe Price Health Sciences 636.67K (0.52%) 36.52K
Increased by +5.74%
Sep 30, 23