Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IVW 1000.00%
2 JKE 1000.00%
3 JKD 1000.00%
4 ILCB 1000.00%
5 IYY 1000.00%
6 IYH 1000.00%
7 IXJ 1000.00%
8 IWY 1000.00%
9 IOO 1000.00%
10 ITOT 1000.00%
11 GLOF 1000.00%
12 IUSG 1000.00%
13 IWV 1000.00%
14 IWL 1000.00%
15 IHE 1000.00%
16 IVV 1000.00%
17 IWF 1000.00%
18 IWB 1000.00%
19 MEDX 11.75%
20 GDOC 10.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Lilly Endowment Inc 99.98M (11.14%) -1.04M
Decreased by -1.05%
Sep 30, 23
2 Vanguard Group Inc 70.58M (7.86%) 659.84K
Increased by +0.93%
Sep 30, 23
3 BlackRock Inc 65.67M (7.32%) 1.22M
Increased by +1.86%
Sep 30, 23
4 PNC Financial Services Group Inc 51.79M (5.77%) -80.51K
Decreased by -0.16%
Sep 30, 23
5 State Street Corporation 33.41M (3.72%) -471.56K
Decreased by -1.41%
Sep 30, 23
6 FMR Inc 32.19M (3.59%) -610.82K
Decreased by -1.90%
Sep 30, 23
7 Capital World Investors 26.86M (2.99%) -7.53K
Decreased by -0.03%
Sep 30, 23
8 PRIMECAP Management Company 23.06M (2.57%) -482.67K
Decreased by -2.09%
Sep 30, 23
9 T. Rowe Price Associates, Inc. 22.24M (2.48%) -1.92M
Decreased by -8.66%
Sep 30, 23
10 State Farm Mutual Automobile Ins Co 17.16M (1.91%) -206.03K
Decreased by -1.20%
Sep 30, 23
11 JPMorgan Chase & Co 15.80M (1.76%) 1.66M
Increased by +10.53%
Sep 30, 23
12 Geode Capital Management, LLC 15.71M (1.75%) 508.72K
Increased by +3.24%
Sep 30, 23
13 Wellington Management Company LLP 12.85M (1.43%) -1.60M
Decreased by -12.42%
Sep 30, 23
14 Morgan Stanley - Brokerage Accounts 12.55M (1.40%) 83.92K
Increased by +0.67%
Sep 30, 23
15 Northern Trust Corp 10.16M (1.13%) 355.32K
Increased by +3.50%
Sep 30, 23
16 Bank of America Corp 9.84M (1.10%) -374.46K
Decreased by -3.81%
Sep 30, 23
17 Jennison Associates LLC 8.41M (0.94%) -173.82K
Decreased by -2.07%
Sep 30, 23
18 Bank of New York Mellon Corp 7.86M (0.88%) -575.80K
Decreased by -7.32%
Sep 30, 23
19 Capital Research Global Investors 7.25M (0.81%) 469.27K
Increased by +6.47%
Sep 30, 23
20 Capital Research & Mgmt Co - Division 3 6.14M (0.68%) -59.02K
Decreased by -0.96%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 26.78M (2.98%) 36.19K
Increased by +0.14%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 19.44M (2.16%) 179.52K
Increased by +0.92%
Nov 30, 23
3 Vanguard PRIMECAP Inv 13.22M (1.47%) -128.44K
Decreased by -0.97%
Sep 30, 23
4 SPDR® S&P 500 ETF Trust 9.90M (1.10%) 78.52K
Increased by +0.79%
Dec 29, 23
5 Fidelity® 500 Index 9.29M (1.04%) 59.13K
Increased by +0.64%
Nov 30, 23
6 iShares Core S&P 500 ETF 7.94M (0.88%) 4.74K
Increased by +0.06%
Dec 29, 23
7 Vanguard Growth Index Investor 7.53M (0.84%) 41.11K
Increased by +0.55%
Nov 30, 23
8 American Funds Growth Fund of Amer A 6.89M (0.77%) -75.30K
Decreased by -1.09%
Sep 30, 23
9 Capital Group Growth Fnd of Amer Comp 6.89M (0.77%) -75.30K
Decreased by -1.09%
Sep 30, 23
10 American Funds Washington Mutual A 6.71M (0.75%) -18.21K
Decreased by -0.27%
Sep 30, 23
11 Capital Group Wash Mutual Invtrs Comp 6.71M (0.75%) -18.21K
Decreased by -0.27%
Sep 30, 23
12 Vanguard Health Care Inv 6.35M (0.71%) -228.26K
Decreased by -3.59%
Sep 30, 23
13 Health Care Select Sector SPDR® ETF 5.93M (0.66%) -18.29K
Decreased by -0.31%
Dec 29, 23
14 JPMorgan Large Cap Growth I 5.65M (0.63%) 997.16K
Increased by +17.65%
Nov 30, 23
15 Fidelity® Contrafund® 5.41M (0.60%) 0.00
Increased by 0.00%
Nov 30, 23
16 Vanguard Institutional Index I 5.31M (0.59%) -11.73K
Decreased by -0.22%
Nov 30, 23
17 American Funds American Balanced A 4.66M (0.52%) 0.00
Increased by 0.00%
Sep 30, 23
18 American Funds New Perspective A 3.88M (0.43%) 0.00
Increased by 0.00%
Sep 30, 23
19 Capital Group New Perspective Comp 3.88M (0.43%) 0.00
Increased by 0.00%
Sep 30, 23
20 State St S&P 500® Indx SL Cl III 3.81M (0.42%) 12.50K
Increased by +0.33%
Nov 30, 23