Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKF 1000.00%
2 GLOF 1000.00%
3 JKG 1000.00%
4 KXI 1000.00%
5 ILCV 1000.00%
6 IMCB 1000.00%
7 IMCV 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 IWR 1000.00%
15 ILCB 1000.00%
16 IWS 1000.00%
17 IWV 1000.00%
18 JKI 1000.00%
19 IYK 1000.00%
20 IYY 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 81.74M (11.02%) -676.53K
Decreased by -0.83%
Sep 30, 23
2 BlackRock Inc 61.69M (8.31%) 2.04M
Increased by +3.31%
Sep 30, 23
3 Berkshire Hathaway Inc 50.00M (6.74%) 0.00
Increased by 0.00%
Sep 30, 23
4 State Street Corporation 33.07M (4.46%) -947.49K
Decreased by -2.87%
Sep 30, 23
5 Sanders Capital, LLC 22.66M (3.05%) 499.00K
Increased by +2.20%
Sep 30, 23
6 Harris Associates L.P. 17.18M (2.32%) 7.26M
Increased by +42.26%
Sep 30, 23
7 Geode Capital Management, LLC 14.32M (1.93%) 417.15K
Increased by +2.91%
Sep 30, 23
8 Capital World Investors 14.24M (1.92%) 254.79K
Increased by +1.79%
Sep 30, 23
9 Dimensional Fund Advisors, Inc. 12.09M (1.63%) 206.96K
Increased by +1.71%
Sep 30, 23
10 LSV Asset Management 9.81M (1.32%) -182.10K
Decreased by -1.86%
Sep 30, 23
11 Morgan Stanley - Brokerage Accounts 9.02M (1.22%) -82.25K
Decreased by -0.91%
Sep 30, 23
12 Renaissance Technologies Corp 8.07M (1.09%) -325.20K
Decreased by -4.03%
Sep 30, 23
13 Northern Trust Corp 7.83M (1.06%) 511.98K
Increased by +6.54%
Sep 30, 23
14 Neuberger Berman Group LLC 7.02M (0.95%) 713.05K
Increased by +10.16%
Sep 30, 23
15 Pacer Advisors, INC. 6.39M (0.86%) 6.33M
Increased by +99.07%
Sep 30, 23
16 AQR Capital Management LLC 5.63M (0.76%) -55.12K
Decreased by -0.98%
Sep 30, 23
17 Legal & General Group PLC 5.29M (0.71%) -65.53K
Decreased by -1.24%
Sep 30, 23
18 Amvescap Plc. 5.15M (0.69%) -274.15K
Decreased by -5.32%
Sep 30, 23
19 Bank of New York Mellon Corp 4.88M (0.66%) -167.63K
Decreased by -3.44%
Sep 30, 23
20 JPMorgan Chase & Co 4.53M (0.61%) -76.42K
Decreased by -1.69%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 20.25M (2.73%) 25.18K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 15.10M (2.04%) 148.87K
Increased by +0.99%
Nov 30, 23
3 Vanguard Mid Cap Index Institutional 14.68M (1.98%) 17.58K
Increased by +0.12%
Nov 30, 23
4 American Funds Capital World Gr&Inc A 10.18M (1.37%) -7.74K
Decreased by -0.08%
Sep 30, 23
5 Capital Group World Growth & Inc Cmp 10.18M (1.37%) -7.74K
Decreased by -0.08%
Sep 30, 23
6 SPDR® S&P 500 ETF Trust 8.07M (1.09%) -57.38K
Decreased by -0.71%
Dec 31, 23
7 Oakmark Investor 8.05M (1.08%) 2.45M
Increased by +30.43%
Sep 30, 23
8 Fidelity® 500 Index 7.69M (1.04%) 48.97K
Increased by +0.64%
Nov 30, 23
9 Pacer US Cash Cows 100 ETF 7.01M (0.95%) 14.55K
Increased by +0.21%
Nov 30, 23
10 iShares Core S&P 500 ETF 6.59M (0.89%) 3.93K
Increased by +0.06%
Dec 29, 23
11 Vanguard Mid-Cap Value ETF 5.20M (0.70%) -23.11K
Decreased by -0.44%
Nov 30, 23
12 Consumer Staples Select Sector SPDR® ETF 4.66M (0.63%) -14.32K
Decreased by -0.31%
Dec 31, 23
13 Vanguard Value Index Inv 4.55M (0.61%) 24.53K
Increased by +0.54%
Nov 30, 23
14 Vanguard Institutional Index I 4.40M (0.59%) -7.78K
Decreased by -0.18%
Nov 30, 23
15 Neuberger Berman Large Cap Value Inv 4.37M (0.59%) 462.18K
Increased by +10.58%
Sep 30, 23
16 Vanguard Windsor™ II Inv 4.34M (0.59%) 0.00
Increased by 0.00%
Sep 30, 23
17 iShares MSCI USA Min Vol Factor ETF 3.26M (0.44%) 3.48K
Increased by +0.11%
Dec 29, 23
18 State St S&P 500® Indx SL Cl III 3.15M (0.42%) -5.60K
Decreased by -0.18%
Dec 31, 23
19 Vanguard Equity-Income Inv 3.08M (0.41%) 0.00
Increased by 0.00%
Sep 30, 23
20 DFA US Large Cap Value I 3.03M (0.41%) -3.68K
Decreased by -0.12%
Nov 30, 23