Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWX 1000.00%
2 ILCB 1000.00%
3 ILCV 1000.00%
4 IWB 1000.00%
5 IWD 1000.00%
6 IYY 1000.00%
7 IWL 1000.00%
8 IYK 1000.00%
9 IWV 1000.00%
10 IMCB 1000.00%
11 IMCV 1000.00%
12 KXI 1000.00%
13 ITOT 1000.00%
14 IUSV 1000.00%
15 JKI 1000.00%
16 IVE 1000.00%
17 JKG 1000.00%
18 IVV 1000.00%
19 JKF 1000.00%
20 JKD 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 325.63M (40.69%) 0.00
Increased by 0.00%
Sep 30, 23
2 BlackRock Inc 86.45M (10.80%) 3.15M
Increased by +3.65%
Sep 30, 23
3 Vanguard Group Inc 70.22M (8.77%) 417.12K
Increased by +0.59%
Sep 30, 23
4 State Street Corporation 37.15M (4.64%) 73.53K
Increased by +0.20%
Sep 30, 23
5 Bank of America Corp 30.54M (3.82%) -2.91M
Decreased by -9.54%
Sep 30, 23
6 Capital Research & Mgmt Co - Division 3 26.17M (3.27%) -7.98K
Decreased by -0.03%
Sep 30, 23
7 Amvescap Plc. 24.60M (3.07%) 2.37M
Increased by +9.63%
Sep 30, 23
8 Geode Capital Management, LLC 15.84M (1.98%) 359.01K
Increased by +2.27%
Sep 30, 23
9 Franklin Resources Inc 13.51M (1.69%) 688.00K
Increased by +5.09%
Sep 30, 23
10 T. Rowe Price Associates, Inc. 12.60M (1.58%) -368.63K
Decreased by -2.92%
Sep 30, 23
11 Morgan Stanley - Brokerage Accounts 12.58M (1.57%) 850.33K
Increased by +6.76%
Sep 30, 23
12 Bank of New York Mellon Corp 9.27M (1.16%) 3.16K
Increased by +0.03%
Sep 30, 23
13 LSV Asset Management 9.26M (1.16%) 1.98M
Increased by +21.35%
Sep 30, 23
14 Northern Trust Corp 9.12M (1.14%) 324.45K
Increased by +3.56%
Sep 30, 23
15 Nuveen Asset Management, LLC 7.18M (0.90%) -69.10K
Decreased by -0.96%
Sep 30, 23
16 JPMorgan Chase & Co 7.00M (0.87%) -923.03K
Decreased by -13.19%
Sep 30, 23
17 Legal & General Group PLC 6.97M (0.87%) 85.30K
Increased by +1.22%
Sep 30, 23
18 Arnhold & S. Bleichroeder Advisers, LLC 6.46M (0.81%) -171.64K
Decreased by -2.66%
Sep 30, 23
19 Capital Research Global Investors 6.00M (0.75%) -2.23M
Decreased by -37.11%
Sep 30, 23
20 Goldman Sachs Group Inc 5.94M (0.74%) 232.60K
Increased by +3.91%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 24.99M (3.12%) 30.75K
Increased by +0.12%
Nov 30, 23
2 Invesco QQQ Trust 22.43M (2.80%) 49.92K
Increased by +0.22%
Dec 29, 23
3 Vanguard Institutional 500 Index Trust 19.46M (2.43%) 166.16K
Increased by +0.85%
Nov 30, 23
4 American Funds Washington Mutual A 17.95M (2.24%) -48.70K
Decreased by -0.27%
Sep 30, 23
5 Capital Group Wash Mutual Invtrs Comp 17.95M (2.24%) -48.70K
Decreased by -0.27%
Sep 30, 23
6 BlackRock Equity Dividend Instl 11.93M (1.49%) -398.79K
Decreased by -3.34%
Nov 30, 23
7 American Funds Income Fund of Amer A 10.75M (1.34%) -2.23M
Decreased by -20.71%
Sep 30, 23
8 SPDR® S&P 500 ETF Trust 9.81M (1.23%) -69.06K
Decreased by -0.70%
Dec 31, 23
9 Fidelity® 500 Index 9.30M (1.16%) 59.20K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 7.94M (0.99%) 4.74K
Increased by +0.06%
Dec 29, 23
11 Vanguard Value Index Inv 6.86M (0.86%) 30.98K
Increased by +0.45%
Nov 30, 23
12 Consumer Staples Select Sector SPDR® ETF 5.62M (0.70%) -17.20K
Decreased by -0.31%
Dec 31, 23
13 Vanguard Institutional Index I 5.32M (0.66%) -8.96K
Decreased by -0.17%
Nov 30, 23
14 Franklin Mutual Global Discovery Z 4.80M (0.60%) -246.59K
Decreased by -5.14%
Nov 30, 23
15 Franklin Mutual Shares Z 4.79M (0.60%) 0.00
Increased by 0.00%
Nov 30, 23
16 First Eagle Global A 4.47M (0.56%) 0.00
Increased by 0.00%
Nov 30, 23
17 iShares MSCI USA Min Vol Factor ETF 3.81M (0.48%) -1.12K
Decreased by -0.03%
Dec 29, 23
18 State St S&P 500® Indx SL Cl III 3.81M (0.48%) -8.50K
Decreased by -0.22%
Dec 31, 23
19 Vanguard High Dividend Yield ETF 3.61M (0.45%) -10.01K
Decreased by -0.28%
Nov 30, 23
20 CREF Stock R1 3.42M (0.43%) 221.20K
Increased by +6.46%
Nov 30, 23