Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYH 1000.00%
2 IRBO 1000.00%
3 IUSG 1000.00%
4 JKE 1000.00%
5 IUSV 1000.00%
6 ILCG 1000.00%
7 ILCB 1000.00%
8 IHI 1000.00%
9 JKD 1000.00%
10 IWF 1000.00%
11 ITOT 1000.00%
12 IWL 1000.00%
13 IWV 1000.00%
14 IWY 1000.00%
15 IXJ 1000.00%
16 IVE 1000.00%
17 IVV 1000.00%
18 IVW 1000.00%
19 IWB 1000.00%
20 IYY 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 30.04M (8.58%) 456.17K
Increased by +1.52%
Sep 30, 23
2 Vanguard Group Inc 29.87M (8.53%) 196.32K
Increased by +0.66%
Sep 30, 23
3 T. Rowe Price Associates, Inc. 16.70M (4.77%) -2.32M
Decreased by -13.90%
Sep 30, 23
4 State Street Corporation 14.64M (4.18%) -166.19K
Decreased by -1.13%
Sep 30, 23
5 FMR Inc 7.72M (2.21%) -470.69K
Decreased by -6.09%
Sep 30, 23
6 Capital World Investors 7.56M (2.16%) 48.07K
Increased by +0.64%
Sep 30, 23
7 JPMorgan Chase & Co 7.01M (2.00%) -1.01M
Decreased by -14.34%
Sep 30, 23
8 Bank of New York Mellon Corp 6.92M (1.97%) -204.00K
Decreased by -2.95%
Sep 30, 23
9 Geode Capital Management, LLC 6.77M (1.93%) 160.43K
Increased by +2.37%
Sep 30, 23
10 AllianceBernstein L.P. 6.77M (1.93%) -191.66K
Decreased by -2.83%
Sep 30, 23
11 Morgan Stanley - Brokerage Accounts 5.32M (1.52%) -21.46K
Decreased by -0.40%
Sep 30, 23
12 Edgewood Management LLC 4.76M (1.36%) -141.28K
Decreased by -2.97%
Sep 30, 23
13 Jennison Associates LLC 4.59M (1.31%) 274.69K
Increased by +5.99%
Sep 30, 23
14 Fisher Asset Management, LLC 4.41M (1.26%) -38.23K
Decreased by -0.87%
Sep 30, 23
15 Baillie Gifford & Co Limited. 4.09M (1.17%) -26.39K
Decreased by -0.64%
Sep 30, 23
16 Amvescap Plc. 3.75M (1.07%) 232.21K
Increased by +6.19%
Sep 30, 23
17 Northern Trust Corp 3.51M (1.00%) 115.06K
Increased by +3.27%
Sep 30, 23
18 Nuveen Asset Management, LLC 3.30M (0.94%) 8.84K
Increased by +0.27%
Sep 30, 23
19 Bank of America Corp 3.11M (0.89%) 274.54K
Increased by +8.81%
Sep 30, 23
20 Franklin Resources Inc 3.06M (0.87%) -1.20K
Decreased by -0.04%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 11.02M (3.15%) 13.33K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 8.56M (2.45%) 78.13K
Increased by +0.91%
Nov 30, 23
3 Invesco QQQ Trust 6.44M (1.84%) 14.32K
Increased by +0.22%
Dec 29, 23
4 SPDR® S&P 500 ETF Trust 4.34M (1.24%) -30.51K
Decreased by -0.70%
Dec 31, 23
5 Fidelity® 500 Index 4.09M (1.17%) 26.05K
Increased by +0.64%
Nov 30, 23
6 iShares Core S&P 500 ETF 3.51M (1.00%) 2.09K
Increased by +0.06%
Dec 29, 23
7 Vanguard Growth Index Investor 3.10M (0.88%) 16.91K
Increased by +0.55%
Nov 30, 23
8 Health Care Select Sector SPDR® ETF 2.62M (0.75%) -1.90K
Decreased by -0.07%
Dec 31, 23
9 T. Rowe Price Blue Chip Growth 2.61M (0.74%) -152.22K
Decreased by -5.84%
Sep 30, 23
10 T. Rowe Price US Lrg-Cap Core Gr Eq Comp 2.61M (0.74%) -152.22K
Decreased by -5.84%
Sep 30, 23
11 Edgewood Growth Instl 2.43M (0.69%) -116.87K
Decreased by -4.81%
Sep 30, 23
12 Vanguard Institutional Index I 2.34M (0.67%) -5.44K
Decreased by -0.23%
Nov 30, 23
13 American Funds New Perspective A 2.32M (0.66%) 0.00
Increased by 0.00%
Sep 30, 23
14 Capital Group New Perspective Comp 2.32M (0.66%) 0.00
Increased by 0.00%
Sep 30, 23
15 American Funds Growth Fund of Amer A 2.16M (0.62%) -7.23K
Decreased by -0.34%
Sep 30, 23
16 Capital Group Growth Fnd of Amer Comp 2.16M (0.62%) -7.23K
Decreased by -0.34%
Sep 30, 23
17 AllianceBernstein US L/C Growth Eqty MF 2.15M (0.61%) -95.17K
Decreased by -4.43%
Nov 30, 23
18 American Funds IS® Growth 1 2.06M (0.59%) 0.00
Increased by 0.00%
Sep 30, 23
19 Capital Group Growth Composite 2.06M (0.59%) 0.00
Increased by 0.00%
Sep 30, 23
20 AB Large Cap Growth A 2.05M (0.59%) -85.38K
Decreased by -4.17%
Nov 30, 23