Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IVV 1000.00%
2 IUSV 1000.00%
3 ITOT 1000.00%
4 IVE 1000.00%
5 IUSG 1000.00%
6 IYG 1000.00%
7 JKD 1000.00%
8 JKE 1000.00%
9 IXG 1000.00%
10 IOO 1000.00%
11 ILCG 1000.00%
12 IWY 1000.00%
13 ILCB 1000.00%
14 IBLC 1000.00%
15 IWV 1000.00%
16 IYY 1000.00%
17 IVW 1000.00%
18 GLOF 1000.00%
19 IWB 1000.00%
20 IWF 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 74.51M (8.02%) -70.67K
Decreased by -0.09%
Sep 30, 23
2 BlackRock Inc 66.71M (7.18%) 853.91K
Increased by +1.28%
Sep 30, 23
3 State Street Corporation 34.01M (3.66%) -1.25M
Decreased by -3.67%
Sep 30, 23
4 JPMorgan Chase & Co 24.63M (2.65%) 3.65M
Increased by +14.82%
Sep 30, 23
5 T. Rowe Price Associates, Inc. 22.47M (2.42%) -1.68M
Decreased by -7.46%
Sep 30, 23
6 FMR Inc 20.81M (2.24%) -310.80K
Decreased by -1.49%
Sep 30, 23
7 Capital Research & Mgmt Co - Division 3 20.37M (2.19%) 987.53K
Increased by +4.85%
Sep 30, 23
8 Geode Capital Management, LLC 16.88M (1.82%) 234.85K
Increased by +1.39%
Sep 30, 23
9 Morgan Stanley - Brokerage Accounts 15.80M (1.70%) -268.30K
Decreased by -1.70%
Sep 30, 23
10 Capital Research Global Investors 13.00M (1.40%) -1.53M
Decreased by -11.79%
Sep 30, 23
11 Wellington Management Company LLP 12.05M (1.30%) -669.08K
Decreased by -5.55%
Sep 30, 23
12 Bank of New York Mellon Corp 10.77M (1.16%) -470.08K
Decreased by -4.37%
Sep 30, 23
13 Northern Trust Corp 9.08M (0.98%) 251.52K
Increased by +2.77%
Sep 30, 23
14 Nuveen Asset Management, LLC 8.28M (0.89%) -137.86K
Decreased by -1.66%
Sep 30, 23
15 HHG PLC 8.12M (0.87%) -86.25K
Decreased by -1.06%
Sep 30, 23
16 Jennison Associates LLC 7.97M (0.86%) 515.48K
Increased by +6.47%
Sep 30, 23
17 Massachusetts Financial Services Company 6.41M (0.69%) -67.56K
Decreased by -1.05%
Sep 30, 23
18 Franklin Resources Inc 6.18M (0.66%) 315.87K
Increased by +5.11%
Sep 30, 23
19 Akre Capital Management, LLC 5.85M (0.63%) -18.70K
Decreased by -0.32%
Sep 30, 23
20 Legal & General Group PLC 5.82M (0.63%) -219.50K
Decreased by -3.77%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 26.36M (2.84%) 35.12K
Increased by +0.13%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 20.28M (2.18%) 187.71K
Increased by +0.93%
Nov 30, 23
3 SPDR® S&P 500 ETF Trust 10.21M (1.10%) -71.69K
Decreased by -0.70%
Dec 31, 23
4 Fidelity® 500 Index 9.70M (1.04%) 61.70K
Increased by +0.64%
Nov 30, 23
5 American Funds Growth Fund of Amer A 9.34M (1.00%) -484.54K
Decreased by -5.19%
Sep 30, 23
6 Capital Group Growth Fnd of Amer Comp 9.34M (1.00%) -484.54K
Decreased by -5.19%
Sep 30, 23
7 iShares Core S&P 500 ETF 8.25M (0.89%) 4.92K
Increased by +0.06%
Dec 29, 23
8 Vanguard Growth Index Investor 7.41M (0.80%) 40.49K
Increased by +0.55%
Nov 30, 23
9 American Funds Invmt Co of Amer A 6.00M (0.65%) 193.83K
Increased by +3.23%
Sep 30, 23
10 Capital Group Investment Co of Amer Comp 6.00M (0.65%) 193.83K
Increased by +3.23%
Sep 30, 23
11 Vanguard Institutional Index I 5.54M (0.60%) -12.23K
Decreased by -0.22%
Nov 30, 23
12 Financial Select Sector SPDR® ETF 5.43M (0.58%) 11.10K
Increased by +0.20%
Dec 31, 23
13 Vanguard Dividend Appreciation ETF 4.82M (0.52%) 32.61K
Increased by +0.68%
Nov 30, 23
14 Akre Focus Instl 4.71M (0.51%) -292.00K
Decreased by -6.20%
Oct 31, 23
15 JPM US Large Cap Growth-MA 4.61M (0.50%) 4.39M
Increased by +95.20%
Sep 30, 23
16 JPMorgan Large Cap Growth I 4.61M (0.50%) 0.00
Increased by 0.00%
Nov 30, 23
17 State St S&P 500® Indx SL Cl III 3.95M (0.43%) -18.80K
Decreased by -0.48%
Dec 31, 23
18 Capital Group AMCAP Composite 3.86M (0.42%) -945.80K
Decreased by -24.50%
Sep 30, 23
19 VA CollegeAmerica Amcap 529A 3.86M (0.42%) -945.80K
Decreased by -24.50%
Sep 30, 23
20 MFS Growth Equity 3.72M (0.40%) -20.25K
Decreased by -0.54%
Sep 30, 23