Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 27.68M (11.08%) -443.53K
Decreased by -1.60%
Sep 30, 23
2 BlackRock Inc 22.03M (8.81%) 286.57K
Increased by +1.30%
Sep 30, 23
3 Wellington Management Company LLP 13.06M (5.22%) -507.98K
Decreased by -3.89%
Sep 30, 23
4 State Street Corporation 11.56M (4.63%) 125.29K
Increased by +1.08%
Sep 30, 23
5 Aristotle Capital Management LLC 11.43M (4.57%) -232.98K
Decreased by -2.04%
Sep 30, 23
6 FMR Inc 11.26M (4.51%) 281.68K
Increased by +2.50%
Sep 30, 23
7 Greenhaven Associates Inc 8.98M (3.59%) -84.00K
Decreased by -0.94%
Sep 30, 23
8 Capital World Investors 6.80M (2.72%) -6.07M
Decreased by -89.33%
Sep 30, 23
9 Manufacturers Life Insurance Co 6.54M (2.62%) 366.98K
Increased by +5.61%
Sep 30, 23
10 Geode Capital Management, LLC 5.55M (2.22%) 79.85K
Increased by +1.44%
Sep 30, 23
11 Dimensional Fund Advisors, Inc. 3.37M (1.35%) -167.91K
Decreased by -4.99%
Sep 30, 23
12 Morgan Stanley - Brokerage Accounts 2.99M (1.20%) -331.88K
Decreased by -11.09%
Sep 30, 23
13 Smead Capital Management Inc 2.91M (1.17%) -100.63K
Decreased by -3.46%
Sep 30, 23
14 Northern Trust Corp 2.85M (1.14%) 88.08K
Increased by +3.09%
Sep 30, 23
15 Amvescap Plc. 2.81M (1.12%) 392.53K
Increased by +13.97%
Sep 30, 23
16 Bank of America Corp 2.79M (1.12%) -46.18K
Decreased by -1.65%
Sep 30, 23
17 Pacer Advisors, INC. 2.60M (1.04%) 316.18K
Increased by +12.15%
Sep 30, 23
18 Goldman Sachs Group Inc 2.58M (1.03%) 445.92K
Increased by +17.29%
Sep 30, 23
19 Ameriprise Financial Inc 2.27M (0.91%) 266.19K
Increased by +11.72%
Sep 30, 23
20 Principal Financial Group Inc 2.23M (0.89%) -48.84K
Decreased by -2.19%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.24M (2.90%) 9.52K
Increased by +0.13%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 6.09M (2.44%) 56.66K
Increased by +0.93%
Nov 30, 23
3 Vanguard Mid Cap Index Institutional 5.76M (2.31%) 5.11K
Increased by +0.09%
Nov 30, 23
4 Vanguard Wellington™ Inv 3.46M (1.38%) -51.52K
Decreased by -1.49%
Sep 30, 23
5 SPDR® S&P 500 ETF Trust 3.08M (1.23%) -21.61K
Decreased by -0.70%
Dec 31, 23
6 Fidelity® 500 Index 2.94M (1.18%) 18.73K
Increased by +0.64%
Nov 30, 23
7 Vanguard Equity-Income Inv 2.89M (1.15%) 141.56K
Increased by +4.91%
Sep 30, 23
8 Vanguard Windsor™ II Inv 2.76M (1.10%) -488.07K
Decreased by -17.70%
Sep 30, 23
9 Pacer US Cash Cows 100 ETF 2.66M (1.06%) 10.56K
Increased by +0.40%
Dec 29, 23
10 iShares Core S&P 500 ETF 2.49M (1.00%) 1.49K
Increased by +0.06%
Dec 29, 23
11 Fidelity® Contrafund® 2.48M (0.99%) 179.80K
Increased by +7.24%
Nov 30, 23
12 Smead US Value Composite 2.40M (0.96%) 0.00
Increased by 0.00%
Dec 31, 23
13 Smead Value Investor 2.40M (0.96%) 0.00
Increased by 0.00%
Nov 30, 23
14 Vanguard Value Index Inv 2.23M (0.89%) 10.16K
Increased by +0.46%
Nov 30, 23
15 American Funds Growth Fund of Amer A 2.15M (0.86%) -7.21K
Decreased by -0.34%
Sep 30, 23
16 Capital Group Growth Fnd of Amer Comp 2.15M (0.86%) -7.21K
Decreased by -0.34%
Sep 30, 23
17 iShares US Home Construction ETF 2.01M (0.80%) 8.41K
Increased by +0.42%
Dec 29, 23
18 Vanguard Mid-Cap Value ETF 2.00M (0.80%) -9.00K
Decreased by -0.45%
Nov 30, 23
19 iShares MSCI USA Quality Factor ETF 1.77M (0.71%) 1.08K
Increased by +0.06%
Dec 29, 23
20 Vanguard Institutional Index I 1.64M (0.66%) -3.29K
Decreased by -0.20%
Nov 30, 23