Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYY 1000.00%
2 GLOF 1000.00%
3 IBLC 1000.00%
4 IGM 1000.00%
5 ILCB 1000.00%
6 ILCV 1000.00%
7 IOO 1000.00%
8 ITOT 1000.00%
9 IUSV 1000.00%
10 IVE 1000.00%
11 IVV 1000.00%
12 IWB 1000.00%
13 IWD 1000.00%
14 IWL 1000.00%
15 IWV 1000.00%
16 IWX 1000.00%
17 JKF 1000.00%
18 JKD 1000.00%
19 IXN 1000.00%
20 IYW 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 82.08M (9.00%) 365.39K
Increased by +0.45%
Sep 30, 23
2 BlackRock Inc 73.20M (8.03%) -841.39K
Decreased by -1.15%
Sep 30, 23
3 State Street Corporation 54.68M (6.00%) 238.99K
Increased by +0.44%
Sep 30, 23
4 Geode Capital Management, LLC 17.56M (1.93%) 860.21K
Increased by +4.90%
Sep 30, 23
5 Morgan Stanley - Brokerage Accounts 16.26M (1.78%) 1.92M
Increased by +11.81%
Sep 30, 23
6 Bank of America Corp 15.49M (1.70%) 6.52M
Increased by +42.07%
Sep 30, 23
7 Northern Trust Corp 9.97M (1.09%) 404.95K
Increased by +4.06%
Sep 30, 23
8 Bank of New York Mellon Corp 8.69M (0.95%) 807.36K
Increased by +9.29%
Sep 30, 23
9 JPMorgan Chase & Co 8.15M (0.89%) -308.12K
Decreased by -3.78%
Sep 30, 23
10 Ameriprise Financial Inc 7.90M (0.87%) -33.99K
Decreased by -0.43%
Sep 30, 23
11 Amundi 7.90M (0.87%) 2.82M
Increased by +35.67%
Sep 30, 23
12 Legal & General Group PLC 6.41M (0.70%) -243.97K
Decreased by -3.81%
Sep 30, 23
13 Charles Schwab Investment Management Inc 6.40M (0.70%) 6.39K
Increased by +0.10%
Sep 30, 23
14 California Public Employees Retrmnt Sys 6.35M (0.70%) 871.25K
Increased by +13.73%
Sep 30, 23
15 UBS Asset Mgmt Americas Inc 5.37M (0.59%) 681.23K
Increased by +12.69%
Sep 30, 23
16 FMR Inc 5.21M (0.57%) -1.13M
Decreased by -21.61%
Sep 30, 23
17 Royal Bank of Canada 4.89M (0.54%) -202.74K
Decreased by -4.15%
Sep 30, 23
18 Goldman Sachs Group Inc 4.51M (0.49%) -216.56K
Decreased by -4.80%
Sep 30, 23
19 Dimensional Fund Advisors, Inc. 4.40M (0.48%) -106.01K
Decreased by -2.41%
Sep 30, 23
20 Amvescap Plc. 4.37M (0.48%) -214.65K
Decreased by -4.91%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 28.55M (3.13%) 39.19K
Increased by +0.14%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 22.21M (2.44%) 203.97K
Increased by +0.92%
Nov 30, 23
3 SPDR® S&P 500 ETF Trust 11.24M (1.23%) -79.13K
Decreased by -0.70%
Dec 31, 23
4 Fidelity® 500 Index 10.62M (1.16%) 67.56K
Increased by +0.64%
Nov 30, 23
5 iShares Core S&P 500 ETF 9.09M (1.00%) 5.43K
Increased by +0.06%
Dec 29, 23
6 Vanguard Value Index Inv 7.81M (0.86%) 23.58K
Increased by +0.30%
Nov 30, 23
7 Vanguard Institutional Index I 6.07M (0.67%) -13.24K
Decreased by -0.22%
Nov 30, 23
8 Technology Select Sector SPDR® ETF 5.80M (0.64%) 1.91K
Increased by +0.03%
Dec 31, 23
9 SPDR® Dow Jones Industrial Avrg ETF Tr 5.68M (0.62%) 29.65K
Increased by +0.52%
Dec 31, 23
10 Vanguard Information Technology ETF 4.96M (0.54%) 29.70K
Increased by +0.60%
Nov 30, 23
11 State St S&P 500® Indx SL Cl III 4.36M (0.48%) 4.40K
Increased by +0.10%
Dec 31, 23
12 Vanguard High Dividend Yield ETF 3.77M (0.41%) -7.13K
Decreased by -0.19%
Nov 30, 23
13 Columbia Dividend Value 3.69M (0.40%) -41.64K
Decreased by -1.13%
Sep 30, 23
14 Columbia Dividend Income Inst 3.67M (0.40%) -18.96K
Decreased by -0.52%
Nov 30, 23
15 Blackrock Eq Idx Fund CF 3.26M (0.36%) 27.03K
Increased by +0.83%
Dec 31, 23
16 SPDR® S&P Dividend ETF 3.02M (0.33%) 0.00
Increased by 0.00%
Dec 31, 23
17 JPM US Equity Income-MA 2.61M (0.29%) 2.60M
Increased by +99.89%
Sep 30, 23
18 JPMorgan Equity Income I 2.56M (0.28%) 0.00
Increased by 0.00%
Nov 30, 23
19 iShares MSCI USA Min Vol Factor ETF 2.51M (0.28%) 1.70K
Increased by +0.07%
Dec 29, 23
20 JPM US Equity Income-Composite 2.50M (0.27%) -102.87K
Decreased by -4.11%
Dec 31, 23