Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 68.45M (9.45%) 262.15K
Increased by +0.38%
Sep 30, 23
2 BlackRock Inc 50.68M (7.00%) -470.71K
Decreased by -0.93%
Sep 30, 23
3 State Street Corporation 33.68M (4.65%) -396.17K
Decreased by -1.18%
Sep 30, 23
4 Geode Capital Management, LLC 14.57M (2.01%) 340.67K
Increased by +2.34%
Sep 30, 23
5 JPMorgan Chase & Co 14.35M (1.98%) -630.25K
Decreased by -4.39%
Sep 30, 23
6 Morgan Stanley - Brokerage Accounts 12.71M (1.76%) 12.27K
Increased by +0.10%
Sep 30, 23
7 Bank of America Corp 12.60M (1.74%) 774.28K
Increased by +6.15%
Sep 30, 23
8 Wellington Management Company LLP 12.09M (1.67%) -1.13M
Decreased by -9.37%
Sep 30, 23
9 Northern Trust Corp 9.20M (1.27%) 151.16K
Increased by +1.64%
Sep 30, 23
10 Wells Fargo & Co 7.94M (1.10%) -59.92K
Decreased by -0.75%
Sep 30, 23
11 Royal Bank of Canada 7.23M (1.00%) -201.03K
Decreased by -2.78%
Sep 30, 23
12 Bank of New York Mellon Corp 6.77M (0.93%) -212.22K
Decreased by -3.14%
Sep 30, 23
13 T. Rowe Price Associates, Inc. 6.36M (0.88%) -116.30K
Decreased by -1.83%
Sep 30, 23
14 FMR Inc 5.47M (0.76%) -369.26K
Decreased by -6.75%
Sep 30, 23
15 Charles Schwab Investment Management Inc 5.39M (0.74%) 237.53K
Increased by +4.41%
Sep 30, 23
16 UBS Group AG 5.04M (0.70%) -405.15K
Decreased by -8.04%
Sep 30, 23
17 Nuveen Asset Management, LLC 4.74M (0.65%) 1.84K
Increased by +0.04%
Sep 30, 23
18 Legal & General Group PLC 4.64M (0.64%) -267.42K
Decreased by -5.77%
Sep 30, 23
19 Ameriprise Financial Inc 4.59M (0.63%) 199.66K
Increased by +4.35%
Sep 30, 23
20 Goldman Sachs Group Inc 4.40M (0.61%) -31.73K
Decreased by -0.72%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 22.84M (3.15%) 31.57K
Increased by +0.14%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 17.76M (2.45%) 163.63K
Increased by +0.92%
Nov 30, 23
3 SPDR® S&P 500 ETF Trust 9.00M (1.24%) 71.38K
Increased by +0.79%
Dec 29, 23
4 Fidelity® 500 Index 8.49M (1.17%) 54.04K
Increased by +0.64%
Nov 30, 23
5 iShares Core S&P 500 ETF 7.22M (1.00%) 4.31K
Increased by +0.06%
Dec 29, 23
6 Vanguard Growth Index Investor 6.42M (0.89%) 35.02K
Increased by +0.55%
Nov 30, 23
7 SPDR® Dow Jones Industrial Avrg ETF Tr 5.65M (0.78%) -26.35K
Decreased by -0.47%
Dec 29, 23
8 Vanguard Dividend Growth Inv 5.35M (0.74%) 0.00
Increased by 0.00%
Sep 30, 23
9 Vanguard Institutional Index I 4.86M (0.67%) -10.44K
Decreased by -0.22%
Nov 30, 23
10 Vanguard Dividend Appreciation ETF 4.20M (0.58%) 28.17K
Increased by +0.67%
Nov 30, 23
11 State St S&P 500® Indx SL Cl III 3.48M (0.48%) 12.90K
Increased by +0.37%
Nov 30, 23
12 Vanguard Wellington™ Inv 3.38M (0.47%) -889.80K
Decreased by -26.30%
Sep 30, 23
13 Vanguard High Dividend Yield ETF 3.28M (0.45%) -5.38K
Decreased by -0.16%
Nov 30, 23
14 Consumer Discret Sel Sect SPDR® ETF 2.97M (0.41%) -1.36K
Decreased by -0.05%
Dec 29, 23
15 JPMorgan Equity Income I 2.60M (0.36%) 80.55K
Increased by +3.10%
Nov 30, 23
16 Blackrock Eq Idx Fund CF 2.59M (0.36%) 6.84K
Increased by +0.26%
Dec 31, 23
17 JPM US Equity Income-Composite 2.57M (0.35%) -78.25K
Decreased by -3.05%
Sep 30, 23
18 JPM US Equity Income-MA 2.57M (0.35%) 2.56M
Increased by +99.90%
Sep 30, 23
19 Columbia Dividend Value 2.05M (0.28%) -23.17K
Decreased by -1.13%
Sep 30, 23
20 Columbia Dividend Income Inst 2.04M (0.28%) -10.55K
Decreased by -0.52%
Nov 30, 23