Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 44.06M (9.11%) 104.67K
Increased by +0.24%
Sep 30, 23
2 BlackRock Inc 34.03M (7.03%) -407.41K
Decreased by -1.20%
Sep 30, 23
3 State Street Corporation 19.33M (4.00%) -790.35K
Decreased by -4.09%
Sep 30, 23
4 FMR Inc 13.92M (2.88%) 354.51K
Increased by +2.55%
Sep 30, 23
5 Capital World Investors 12.06M (2.49%) 205.23K
Increased by +1.70%
Sep 30, 23
6 Capital Research Global Investors 11.94M (2.47%) -91.16K
Decreased by -0.76%
Sep 30, 23
7 Massachusetts Financial Services Company 11.80M (2.44%) -321.20K
Decreased by -2.72%
Sep 30, 23
8 Capital Research & Mgmt Co - Division 3 10.94M (2.26%) -274.94K
Decreased by -2.51%
Sep 30, 23
9 T. Rowe Price Associates, Inc. 10.66M (2.20%) 1.59M
Increased by +14.93%
Sep 30, 23
10 Geode Capital Management, LLC 9.72M (2.01%) 156.08K
Increased by +1.60%
Sep 30, 23
11 Bank of New York Mellon Corp 7.47M (1.54%) -244.69K
Decreased by -3.28%
Sep 30, 23
12 Wellington Management Company LLP 6.93M (1.43%) -480.32K
Decreased by -6.93%
Sep 30, 23
13 Morgan Stanley - Brokerage Accounts 6.64M (1.37%) -23.13K
Decreased by -0.35%
Sep 30, 23
14 Nuveen Asset Management, LLC 6.57M (1.36%) 60.50K
Increased by +0.92%
Sep 30, 23
15 JPMorgan Chase & Co 6.29M (1.30%) 388.30K
Increased by +6.18%
Sep 30, 23
16 Winder Investment Pte Ltd 5.08M (1.05%) 0.00
Increased by 0.00%
Jun 30, 23
17 Winder Pte Ltd 5.08M (1.05%) 5.08M
Increased by +100.00%
Sep 30, 23
18 Northern Trust Corp 5.08M (1.05%) 123.17K
Increased by +2.42%
Sep 30, 23
19 Franklin Resources Inc 4.30M (0.89%) -52.78K
Decreased by -1.23%
Sep 30, 23
20 Wells Fargo & Co 3.87M (0.80%) -43.22K
Decreased by -1.12%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 15.29M (3.16%) 20.27K
Increased by +0.13%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 11.89M (2.46%) 109.56K
Increased by +0.92%
Nov 30, 23
3 SPDR® S&P 500 ETF Trust 6.02M (1.24%) 47.81K
Increased by +0.79%
Dec 29, 23
4 Fidelity® 500 Index 5.69M (1.18%) 36.18K
Increased by +0.64%
Nov 30, 23
5 American Funds Invmt Co of Amer A 5.37M (1.11%) -9.78K
Decreased by -0.18%
Sep 30, 23
6 Capital Group Investment Co of Amer Comp 5.37M (1.11%) -9.78K
Decreased by -0.18%
Sep 30, 23
7 American Funds American Mutual A 5.33M (1.10%) -211.09K
Decreased by -3.96%
Sep 30, 23
8 Capital Group American Mutual Comp 5.33M (1.10%) -211.09K
Decreased by -3.96%
Sep 30, 23
9 iShares Core S&P 500 ETF 4.83M (1.00%) 2.88K
Increased by +0.06%
Dec 29, 23
10 Vanguard Growth Index Investor 4.30M (0.89%) 23.48K
Increased by +0.55%
Nov 30, 23
11 American Funds Washington Mutual A 3.93M (0.81%) -88.50K
Decreased by -2.25%
Sep 30, 23
12 Capital Group Wash Mutual Invtrs Comp 3.93M (0.81%) -88.50K
Decreased by -2.25%
Sep 30, 23
13 Vanguard Dividend Growth Inv 3.92M (0.81%) -173.39K
Decreased by -4.42%
Sep 30, 23
14 Vanguard Institutional Index I 3.25M (0.67%) -7.22K
Decreased by -0.22%
Nov 30, 23
15 American Funds Growth Fund of Amer A 3.09M (0.64%) -10.37K
Decreased by -0.34%
Sep 30, 23
16 Capital Group Growth Fnd of Amer Comp 3.09M (0.64%) -10.37K
Decreased by -0.34%
Sep 30, 23
17 Vanguard Dividend Appreciation ETF 2.82M (0.58%) 19.04K
Increased by +0.67%
Nov 30, 23
18 Materials Select Sector SPDR® ETF 2.70M (0.56%) 139.75K
Increased by +5.17%
Dec 29, 23
19 American Funds American Balanced A 2.65M (0.55%) -27.00K
Decreased by -1.02%
Sep 30, 23
20 Franklin Rising Dividends A 2.55M (0.53%) 0.00
Increased by 0.00%
Oct 31, 23