Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKE 1000.00%
2 GLOF 1000.00%
3 IYY 1000.00%
4 JKF 1000.00%
5 JKD 1000.00%
6 IGM 1000.00%
7 ILCB 1000.00%
8 ILCG 1000.00%
9 ILCV 1000.00%
10 ITOT 1000.00%
11 IUSG 1000.00%
12 IVV 1000.00%
13 IVW 1000.00%
14 IWB 1000.00%
15 IWF 1000.00%
16 IWL 1000.00%
17 IWV 1000.00%
18 IWY 1000.00%
19 IXN 1000.00%
20 IYW 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.90M (9.51%) -37.76K
Decreased by -0.29%
Sep 30, 23
2 BlackRock Inc 10.89M (8.03%) -41.60K
Decreased by -0.38%
Sep 30, 23
3 PRIMECAP Management Company 6.01M (4.43%) -79.81K
Decreased by -1.33%
Sep 30, 23
4 State Street Corporation 5.48M (4.04%) -176.42K
Decreased by -3.22%
Sep 30, 23
5 Capital Research & Mgmt Co - Division 3 4.94M (3.64%) -439.53K
Decreased by -8.89%
Sep 30, 23
6 Massachusetts Financial Services Company 3.35M (2.47%) -76.58K
Decreased by -2.29%
Sep 30, 23
7 Wellington Management Company LLP 3.16M (2.33%) 190.35K
Increased by +6.02%
Sep 30, 23
8 Geode Capital Management, LLC 2.95M (2.18%) 45.88K
Increased by +1.55%
Sep 30, 23
9 FMR Inc 2.74M (2.02%) -86.26K
Decreased by -3.14%
Sep 30, 23
10 Goldman Sachs Group Inc 2.63M (1.94%) 400.90K
Increased by +15.27%
Sep 30, 23
11 T. Rowe Price Associates, Inc. 2.51M (1.85%) -103.45K
Decreased by -4.12%
Sep 30, 23
12 HHG PLC 2.35M (1.73%) 102.25K
Increased by +4.36%
Sep 30, 23
13 Ameriprise Financial Inc 1.96M (1.45%) -146.38K
Decreased by -7.45%
Sep 30, 23
14 Northern Trust Corp 1.60M (1.18%) 54.47K
Increased by +3.41%
Sep 30, 23
15 Pictet Asset Manangement SA 1.57M (1.16%) 1.57M
Increased by +100.00%
Sep 30, 23
16 State Farm Mutual Automobile Ins Co 1.42M (1.05%) 0.00
Increased by 0.00%
Sep 30, 23
17 Bank of America Corp 1.40M (1.03%) -22.46K
Decreased by -1.61%
Sep 30, 23
18 Bank of New York Mellon Corp 1.39M (1.02%) -43.97K
Decreased by -3.17%
Sep 30, 23
19 Amvescap Plc. 1.37M (1.01%) 153.75K
Increased by +11.26%
Sep 30, 23
20 T. Rowe Price Investment Management,Inc. 1.28M (0.94%) 4.09K
Increased by +0.32%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers AMF Index 23.15M (17.07%) 0.00
Increased by 0.00%
Mar 31, 23
2 Vanguard Total Stock Mkt Idx Inv 4.28M (3.16%) 5.18K
Increased by +0.12%
Nov 30, 23
3 Vanguard PRIMECAP Inv 3.58M (2.64%) -33.20K
Decreased by -0.93%
Sep 30, 23
4 Vanguard Institutional 500 Index Trust 3.33M (2.46%) 31.25K
Increased by +0.94%
Nov 30, 23
5 Invesco QQQ Trust 2.49M (1.83%) 5.53K
Increased by +0.22%
Dec 29, 23
6 MFS Large Cap Value Equity 1.79M (1.32%) -48.53K
Decreased by -2.71%
Sep 30, 23
7 MFS Value A 1.76M (1.30%) -19.52K
Decreased by -1.11%
Nov 30, 23
8 SPDR® S&P 500 ETF Trust 1.68M (1.24%) -11.83K
Decreased by -0.71%
Dec 31, 23
9 Fidelity® 500 Index 1.59M (1.17%) 10.14K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 1.35M (1.00%) 810.00
Increased by +0.06%
Dec 29, 23
11 Vanguard Growth Index Investor 1.20M (0.89%) 6.58K
Increased by +0.55%
Nov 30, 23
12 Vanguard Wellington™ Inv 1.20M (0.89%) 541.34K
Increased by +44.99%
Sep 30, 23
13 American Funds Washington Mutual A 1.16M (0.85%) -3.14K
Decreased by -0.27%
Sep 30, 23
14 Capital Group Wash Mutual Invtrs Comp 1.16M (0.85%) -3.14K
Decreased by -0.27%
Sep 30, 23
15 Columbia Dividend Value 1.12M (0.83%) -172.79K
Decreased by -15.41%
Sep 30, 23
16 Columbia Dividend Income Inst 1.12M (0.82%) -5.76K
Decreased by -0.52%
Nov 30, 23
17 American Funds American Balanced A 1.10M (0.81%) -429.52K
Decreased by -38.97%
Sep 30, 23
18 Vanguard Institutional Index I 911.28K (0.67%) -1.90K
Decreased by -0.21%
Nov 30, 23
19 American Funds Fundamental Invs A 881.00K (0.65%) -543.00
Decreased by -0.06%
Sep 30, 23
20 Capital Group Fundamental Invtrs Comp 881.00K (0.65%) -543.00
Decreased by -0.06%
Sep 30, 23