Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IVV 1000.00%
2 ILCB 1000.00%
3 IVW 1000.00%
4 ITOT 1000.00%
5 IVE 1000.00%
6 IUSG 1000.00%
7 JKG 1000.00%
8 JKE 1000.00%
9 JKD 1000.00%
10 ILCG 1000.00%
11 IYY 1000.00%
12 IYC 1000.00%
13 IMCB 1000.00%
14 IUSV 1000.00%
15 IWV 1000.00%
16 IWR 1000.00%
17 IMCG 1000.00%
18 IWP 1000.00%
19 IWF 1000.00%
20 IWB 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 32.63M (13.81%) 124.01K
Increased by +0.38%
Sep 30, 23
2 T. Rowe Price Associates, Inc. 26.20M (11.09%) -965.41K
Decreased by -3.68%
Sep 30, 23
3 BlackRock Inc 23.11M (9.78%) 881.16K
Increased by +3.81%
Sep 30, 23
4 Amvescap Plc. 13.51M (5.72%) -3.36M
Decreased by -24.87%
Sep 30, 23
5 State Street Corporation 13.02M (5.51%) -38.67K
Decreased by -0.30%
Sep 30, 23
6 Fisher Asset Management, LLC 10.59M (4.48%) 1.03M
Increased by +9.72%
Sep 30, 23
7 Nuveen Asset Management, LLC 10.16M (4.30%) -1.78M
Decreased by -17.56%
Sep 30, 23
8 Barrow Hanley Mewhinney & Strauss LLC 9.42M (3.99%) 1.90M
Increased by +20.18%
Sep 30, 23
9 ING Investment Management LLC 8.03M (3.40%) 3.47M
Increased by +43.14%
Sep 30, 23
10 Bank of New York Mellon Corp 7.59M (3.21%) -347.54K
Decreased by -4.58%
Sep 30, 23
11 Geode Capital Management, LLC 6.08M (2.57%) 103.99K
Increased by +1.71%
Sep 30, 23
12 Wellington Management Company LLP 4.72M (2.00%) -35.42K
Decreased by -0.75%
Sep 30, 23
13 Goldman Sachs Group Inc 4.60M (1.95%) 3.19M
Increased by +69.33%
Sep 30, 23
14 Marshall Wace Asset Management Ltd 4.55M (1.93%) 4.03M
Increased by +88.55%
Sep 30, 23
15 Massachusetts Financial Services Company 4.49M (1.90%) -2.74M
Decreased by -61.04%
Sep 30, 23
16 Neuberger Berman Group LLC 3.61M (1.53%) 3.46M
Increased by +95.96%
Sep 30, 23
17 Capital World Investors 3.03M (1.28%) -9.13M
Decreased by -300.81%
Sep 30, 23
18 Northern Trust Corp 2.87M (1.22%) 98.66K
Increased by +3.43%
Sep 30, 23
19 Schroder Investment Management Group 2.85M (1.21%) 622.48K
Increased by +21.84%
Sep 30, 23
20 Morgan Stanley - Brokerage Accounts 2.78M (1.17%) -358.86K
Decreased by -12.93%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 11.98M (5.07%) 1.20M
Increased by +10.02%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 8.99M (3.81%) 1.06M
Increased by +11.77%
Nov 30, 23
3 SPDR® S&P 500 ETF Trust 4.55M (1.93%) -31.97K
Decreased by -0.70%
Dec 31, 23
4 Vanguard Mid Cap Index Institutional 4.34M (1.84%) 436.98K
Increased by +10.06%
Nov 30, 23
5 T. Rowe Price Growth Stock 4.34M (1.84%) -780.26K
Decreased by -17.96%
Sep 30, 23
6 T. Rowe Price US Growth Stock Composite 4.34M (1.84%) -780.26K
Decreased by -17.96%
Sep 30, 23
7 CREF Growth R1 3.94M (1.67%) -66.35K
Decreased by -1.68%
Nov 30, 23
8 UBS: Global Equity 3.90M (1.65%) 0.00
Increased by 0.00%
Sep 30, 23
9 Fidelity® 500 Index 3.83M (1.62%) 24.38K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 3.68M (1.56%) 2.19K
Increased by +0.06%
Dec 29, 23
11 Allianz Income and Growth IT H2 EUR 3.53M (1.49%) 29.43K
Increased by +0.83%
Nov 30, 23
12 Vanguard Growth Index Investor 3.37M (1.43%) 353.85K
Increased by +10.51%
Nov 30, 23
13 American Funds Growth Fund of Amer A 2.99M (1.27%) -2.12M
Decreased by -70.75%
Sep 30, 23
14 Capital Group Growth Fnd of Amer Comp 2.99M (1.27%) -2.12M
Decreased by -70.75%
Sep 30, 23
15 T. Rowe Price Equity Income 2.93M (1.24%) -10.00K
Decreased by -0.34%
Sep 30, 23
16 T. Rowe Price US Lg-Cp Equity Inc Comp 2.93M (1.24%) -10.00K
Decreased by -0.34%
Sep 30, 23
17 T. Rowe Price Growth Stock Tr-B 2.79M (1.18%) -308.77K
Decreased by -11.05%
Sep 30, 23
18 Invesco Comstock A 2.74M (1.16%) 103.17K
Increased by +3.77%
Nov 30, 23
19 CREF Stock R1 2.66M (1.12%) 278.77K
Increased by +10.49%
Nov 30, 23
20 Vanguard Institutional Index I 2.46M (1.04%) 261.49K
Increased by +10.63%
Nov 30, 23