Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 229.29M (9.54%) -18.19M
Decreased by -7.93%
Sep 30, 23
2 BlackRock Inc 184.37M (7.67%) -14.98M
Decreased by -8.12%
Sep 30, 23
3 State Street Corporation 130.95M (5.45%) -10.88M
Decreased by -8.31%
Sep 30, 23
4 Geode Capital Management, LLC 47.04M (1.96%) -2.66M
Decreased by -5.65%
Sep 30, 23
5 Morgan Stanley - Brokerage Accounts 41.25M (1.72%) -424.12K
Decreased by -1.03%
Sep 30, 23
6 State Farm Mutual Automobile Ins Co 31.68M (1.32%) 0.00
Increased by 0.00%
Sep 30, 23
7 JPMorgan Chase & Co 31.41M (1.31%) -373.88K
Decreased by -1.19%
Sep 30, 23
8 Northern Trust Corp 30.33M (1.26%) -819.78K
Decreased by -2.70%
Sep 30, 23
9 Capital Research & Mgmt Co - Division 3 28.99M (1.21%) 1.16M
Increased by +4.00%
Sep 30, 23
10 Bank of America Corp 24.75M (1.03%) -505.40K
Decreased by -2.04%
Sep 30, 23
11 Bank of New York Mellon Corp 21.90M (0.91%) -1.58M
Decreased by -7.21%
Sep 30, 23
12 Wellington Management Company LLP 20.63M (0.86%) -2.33M
Decreased by -11.28%
Sep 30, 23
13 Wells Fargo & Co 19.13M (0.80%) -1.04M
Decreased by -5.41%
Sep 30, 23
14 T. Rowe Price Associates, Inc. 18.46M (0.77%) -9.45M
Decreased by -51.20%
Sep 30, 23
15 Legal & General Group PLC 18.08M (0.75%) -1.70M
Decreased by -9.40%
Sep 30, 23
16 FMR Inc 17.86M (0.74%) -3.04M
Decreased by -17.00%
Sep 30, 23
17 Massachusetts Financial Services Company 17.62M (0.73%) -3.19M
Decreased by -18.12%
Sep 30, 23
18 Charles Schwab Investment Management Inc 15.70M (0.65%) -1.42M
Decreased by -9.04%
Sep 30, 23
19 Goldman Sachs Group Inc 12.66M (0.53%) 2.39M
Increased by +18.86%
Sep 30, 23
20 Amvescap Plc. 12.49M (0.52%) -1.26M
Decreased by -10.07%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 75.47M (3.14%) 100.63K
Increased by +0.13%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 58.69M (2.44%) 540.73K
Increased by +0.92%
Nov 30, 23
3 SPDR® S&P 500 ETF Trust 29.67M (1.23%) -208.49K
Decreased by -0.70%
Dec 31, 23
4 Fidelity® 500 Index 28.06M (1.17%) 178.57K
Increased by +0.64%
Nov 30, 23
5 iShares Core S&P 500 ETF 23.98M (1.00%) 14.31K
Increased by +0.06%
Dec 29, 23
6 Vanguard Value Index Inv 20.64M (0.86%) 57.08K
Increased by +0.28%
Nov 30, 23
7 Health Care Select Sector SPDR® ETF 17.90M (0.74%) -12.99K
Decreased by -0.07%
Dec 31, 23
8 Vanguard Institutional Index I 16.05M (0.67%) -35.37K
Decreased by -0.22%
Nov 30, 23
9 Vanguard Dividend Appreciation ETF 13.87M (0.58%) 93.40K
Increased by +0.67%
Nov 30, 23
10 American Funds Washington Mutual A 13.57M (0.56%) -1.43M
Decreased by -10.56%
Sep 30, 23
11 Capital Group Wash Mutual Invtrs Comp 13.57M (0.56%) -1.43M
Decreased by -10.56%
Sep 30, 23
12 State St S&P 500® Indx SL Cl III 11.49M (0.48%) -16.30K
Decreased by -0.14%
Dec 31, 23
13 Vanguard High Dividend Yield ETF 10.85M (0.45%) -23.27K
Decreased by -0.21%
Nov 30, 23
14 Blackrock Eq Idx Fund CF 8.61M (0.36%) 60.39K
Increased by +0.70%
Dec 31, 23
15 MFS Large Cap Value Equity 8.50M (0.35%) -1.59M
Decreased by -18.65%
Sep 30, 23
16 MFS Value A 8.36M (0.35%) -92.74K
Decreased by -1.11%
Nov 30, 23
17 Vanguard Health Care ETF 8.14M (0.34%) -99.67K
Decreased by -1.22%
Nov 30, 23
18 Vanguard Dividend Growth Inv 7.89M (0.33%) 0.00
Increased by 0.00%
Sep 30, 23
19 Vanguard Equity-Income Inv 7.72M (0.32%) -1.41M
Decreased by -18.28%
Sep 30, 23
20 iShares Russell 1000 Value ETF 6.55M (0.27%) -26.51K
Decreased by -0.40%
Dec 29, 23