Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 65.59M (11.05%) -400.37K
Decreased by -0.61%
Sep 30, 23
2 PRIMECAP Management Company 49.80M (8.39%) -254.12K
Decreased by -0.51%
Sep 30, 23
3 Capital World Investors 44.03M (7.42%) 28.86M
Increased by +65.55%
Sep 30, 23
4 State Street Corporation 39.87M (6.72%) -235.78K
Decreased by -0.59%
Sep 30, 23
5 BlackRock Inc 32.20M (5.42%) -954.98K
Decreased by -2.97%
Sep 30, 23
6 T. Rowe Price Associates, Inc. 25.40M (4.28%) -289.04K
Decreased by -1.14%
Sep 30, 23
7 T. Rowe Price Investment Management,Inc. 17.28M (2.91%) -1.00M
Decreased by -5.81%
Sep 30, 23
8 Geode Capital Management, LLC 12.68M (2.14%) 196.42K
Increased by +1.55%
Sep 30, 23
9 Putnam Investments LLC 12.12M (2.04%) 1.06M
Increased by +8.78%
Sep 30, 23
10 Artisan Partners Limited Partnership 10.74M (1.81%) -269.54K
Decreased by -2.51%
Sep 30, 23
11 Ameriprise Financial Inc 10.34M (1.74%) -1.59M
Decreased by -15.41%
Sep 30, 23
12 Barrow Hanley Mewhinney & Strauss LLC 7.94M (1.34%) -3.35M
Decreased by -42.21%
Sep 30, 23
13 American Century Companies Inc 7.83M (1.32%) -1.23M
Decreased by -15.68%
Sep 30, 23
14 JPMorgan Chase & Co 7.61M (1.28%) -1.94M
Decreased by -25.51%
Sep 30, 23
15 Morgan Stanley - Brokerage Accounts 7.19M (1.21%) -1.29M
Decreased by -18.01%
Sep 30, 23
16 Provident Trust Company 7.14M (1.20%) -62.69K
Decreased by -0.88%
Sep 30, 23
17 Dimensional Fund Advisors, Inc. 5.38M (0.91%) 150.30K
Increased by +2.80%
Sep 30, 23
18 US Global Investors Inc 4.97M (0.84%) -696.48K
Decreased by -14.01%
Sep 30, 23
19 Northern Trust Corp 4.87M (0.82%) 32.09K
Increased by +0.66%
Sep 30, 23
20 FMR Inc 4.63M (0.78%) -1.49M
Decreased by -32.12%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers LIF Index 64.97M (10.94%) 0.00
Increased by 0.00%
Mar 31, 23
2 Vanguard PRIMECAP Inv 25.44M (4.28%) -3.27K
Decreased by -0.01%
Sep 30, 23
3 Vanguard Total Stock Mkt Idx Inv 18.71M (3.15%) 24.44K
Increased by +0.13%
Nov 30, 23
4 American Funds American Balanced A 17.61M (2.97%) 12.92M
Increased by +73.36%
Sep 30, 23
5 American Funds Washington Mutual A 15.51M (2.61%) 11.36M
Increased by +73.23%
Sep 30, 23
6 Capital Group Wash Mutual Invtrs Comp 15.51M (2.61%) 11.36M
Increased by +73.23%
Sep 30, 23
7 Vanguard Institutional 500 Index Trust 14.51M (2.44%) 135.38K
Increased by +0.93%
Nov 30, 23
8 Vanguard Mid Cap Index Institutional 13.54M (2.28%) 8.62K
Increased by +0.06%
Nov 30, 23
9 T. Rowe Price Mid-Cap Growth 8.50M (1.43%) -479.20K
Decreased by -5.64%
Sep 30, 23
10 T. Rowe Price US Mid-Cap Growth Equity 8.50M (1.43%) -479.20K
Decreased by -5.64%
Sep 30, 23
11 Vanguard Capital Opportunity Inv 7.71M (1.30%) 0.00
Increased by 0.00%
Sep 30, 23
12 Fidelity® 500 Index 6.90M (1.16%) 54.94K
Increased by +0.80%
Oct 31, 23
13 Putnam Large Cap Value A 6.79M (1.14%) 933.86K
Increased by +13.75%
Sep 30, 23
14 Putnam US Large Cap Value Equity 6.79M (1.14%) 933.86K
Increased by +13.75%
Sep 30, 23
15 SPDR® S&P 500 ETF Trust 6.75M (1.14%) 21.59K
Increased by +0.32%
Nov 30, 23
16 Vanguard PRIMECAP Core Inv 6.07M (1.02%) -31.20K
Decreased by -0.51%
Sep 30, 23
17 iShares Core S&P 500 ETF 5.87M (0.99%) 5.68K
Increased by +0.10%
Nov 30, 23
18 US Global Jets ETF 5.74M (0.97%) 0.00
Increased by 0.00%
Nov 30, 23
19 American Funds Growth Fund of Amer A 5.14M (0.87%) -17.22K
Decreased by -0.34%
Sep 30, 23
20 Capital Group Growth Fnd of Amer Comp 5.14M (0.87%) -17.22K
Decreased by -0.34%
Sep 30, 23