Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EXI 1000.00%
2 IVV 1000.00%
3 IVE 1000.00%
4 IUSV 1000.00%
5 ITOT 1000.00%
6 IMCV 1000.00%
7 IMCB 1000.00%
8 ILCV 1000.00%
9 ILCB 1000.00%
10 JKI 1000.00%
11 JKG 1000.00%
12 JKF 1000.00%
13 JKD 1000.00%
14 IYY 1000.00%
15 IWV 1000.00%
16 IWS 1000.00%
17 IWR 1000.00%
18 IWD 1000.00%
19 IWB 1000.00%
20 GCAD 5.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.03M (9.56%) 278.63K
Increased by +1.55%
Sep 30, 23
2 Vanguard Group Inc 17.49M (9.28%) -446.09K
Decreased by -2.55%
Sep 30, 23
3 Capital World Investors 12.75M (6.76%) 2.61M
Increased by +20.44%
Sep 30, 23
4 T. Rowe Price Associates, Inc. 9.54M (5.06%) -1.01M
Decreased by -10.58%
Sep 30, 23
5 State Street Corporation 9.20M (4.88%) 404.15K
Increased by +4.39%
Sep 30, 23
6 Wells Fargo & Co 5.05M (2.68%) 5.04K
Increased by +0.10%
Sep 30, 23
7 Geode Capital Management, LLC 3.77M (2.00%) 106.69K
Increased by +2.83%
Sep 30, 23
8 Wellington Management Company LLP 3.28M (1.74%) -134.02K
Decreased by -4.09%
Sep 30, 23
9 Capital Research Global Investors 3.11M (1.65%) -745.82K
Decreased by -23.98%
Sep 30, 23
10 Morgan Stanley - Brokerage Accounts 2.51M (1.33%) 47.69K
Increased by +1.90%
Sep 30, 23
11 FMR Inc 2.43M (1.29%) -167.05K
Decreased by -6.87%
Sep 30, 23
12 ClearBridge Advisors, LLC 2.26M (1.20%) -39.93K
Decreased by -1.77%
Sep 30, 23
13 HHG PLC 2.00M (1.06%) -891.59K
Decreased by -44.54%
Sep 30, 23
14 Allspring Global Investments Holdings, LLC 1.96M (1.04%) 101.51K
Increased by +5.18%
Sep 30, 23
15 Bank of America Corp 1.73M (0.92%) -5.25K
Decreased by -0.30%
Sep 30, 23
16 Bank of New York Mellon Corp 1.65M (0.88%) -570.75K
Decreased by -34.50%
Sep 30, 23
17 Northern Trust Corp 1.57M (0.83%) 68.55K
Increased by +4.36%
Sep 30, 23
18 Longview Partners (Guernsey) Ltd. 1.52M (0.81%) -867.08K
Decreased by -56.89%
Sep 30, 23
19 Amvescap Plc. 1.46M (0.77%) 193.69K
Increased by +13.27%
Sep 30, 23
20 Diamond Hill Capital Management Inc 1.45M (0.77%) 266.47K
Increased by +18.38%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.93M (3.15%) 14.95K
Increased by +0.25%
Nov 30, 23
2 American Funds Washington Mutual A 4.85M (2.57%) 1.53M
Increased by +31.45%
Sep 30, 23
3 Capital Group Wash Mutual Invtrs Comp 4.85M (2.57%) 1.53M
Increased by +31.45%
Sep 30, 23
4 Vanguard Institutional 500 Index Trust 4.61M (2.45%) 41.72K
Increased by +0.90%
Nov 30, 23
5 American Funds American Balanced A 4.06M (2.15%) 785.31K
Increased by +19.34%
Sep 30, 23
6 SPDR® S&P 500 ETF Trust 2.34M (1.24%) -16.35K
Decreased by -0.70%
Dec 31, 23
7 Fidelity® 500 Index 2.20M (1.17%) 14.03K
Increased by +0.64%
Nov 30, 23
8 BlackRock Equity Dividend Instl 2.07M (1.10%) -34.78K
Decreased by -1.68%
Nov 30, 23
9 iShares Core S&P 500 ETF 1.89M (1.00%) 1.13K
Increased by +0.06%
Dec 29, 23
10 Vanguard Value Index Inv 1.62M (0.86%) 6.58K
Increased by +0.40%
Nov 30, 23
11 Allspring Special Mid Cap Value Inst 1.54M (0.82%) 0.00
Increased by 0.00%
Nov 30, 23
12 Vanguard Equity-Income Inv 1.53M (0.81%) -558.01K
Decreased by -36.53%
Sep 30, 23
13 T. Rowe Price Equity Income 1.48M (0.78%) 15.00K
Increased by +1.02%
Sep 30, 23
14 T. Rowe Price US Lg-Cp Equity Inc Comp 1.48M (0.78%) 15.00K
Increased by +1.02%
Sep 30, 23
15 Allspring Special US Mid Cap Value Eq 1.44M (0.77%) 215.30K
Increased by +14.90%
Sep 30, 23
16 Janus Henderson Enterprise D 1.37M (0.73%) -4.64K
Decreased by -0.34%
Sep 30, 23
17 Janus Inst Mid Cap Growth CF 1.37M (0.73%) -4.64K
Decreased by -0.34%
Sep 30, 23
18 American Funds IS® Asset Allocation 1 1.35M (0.72%) 607.50K
Increased by +44.95%
Sep 30, 23
19 SPDR® S&P Dividend ETF 1.33M (0.71%) 0.00
Increased by 0.00%
Dec 31, 23
20 iShares US Aerospace & Defense ETF 1.31M (0.70%) 0.00
Increased by 0.00%
Dec 29, 23