Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.24M (9.21%) -103.65K
Decreased by -0.85%
Sep 30, 23
2 BlackRock Inc 11.42M (8.59%) -98.02K
Decreased by -0.86%
Sep 30, 23
3 State Street Corporation 6.30M (4.74%) -212.76K
Decreased by -3.38%
Sep 30, 23
4 Massachusetts Financial Services Company 5.15M (3.87%) 708.44K
Increased by +13.76%
Sep 30, 23
5 JPMorgan Chase & Co 4.51M (3.39%) 793.82K
Increased by +17.61%
Sep 30, 23
6 T. Rowe Price Associates, Inc. 2.67M (2.01%) -475.64K
Decreased by -17.81%
Sep 30, 23
7 Geode Capital Management, LLC 2.52M (1.89%) 29.34K
Increased by +1.17%
Sep 30, 23
8 Morgan Stanley - Brokerage Accounts 2.40M (1.80%) 294.83K
Increased by +12.29%
Sep 30, 23
9 FMR Inc 2.33M (1.76%) -229.46K
Decreased by -9.83%
Sep 30, 23
10 Putnam Investments LLC 1.94M (1.46%) -13.24K
Decreased by -0.68%
Sep 30, 23
11 Northern Trust Corp 1.60M (1.20%) 50.27K
Increased by +3.15%
Sep 30, 23
12 Bank of America Corp 1.57M (1.18%) 3.09K
Increased by +0.20%
Sep 30, 23
13 Arrowstreet Capital Limited Partnership 1.55M (1.17%) -371.38K
Decreased by -23.92%
Sep 30, 23
14 Bank of New York Mellon Corp 1.48M (1.12%) -13.76K
Decreased by -0.93%
Sep 30, 23
15 Viking Global Investors LP 1.46M (1.10%) 933.58K
Increased by +64.04%
Sep 30, 23
16 Amvescap Plc. 1.45M (1.09%) -328.68K
Decreased by -22.64%
Sep 30, 23
17 Boston Partners Global Investors, Inc 1.20M (0.90%) 133.35K
Increased by +11.13%
Sep 30, 23
18 Manufacturers Life Insurance Co 1.19M (0.89%) -27.78K
Decreased by -2.34%
Sep 30, 23
19 WCM Investment Management 1.09M (0.82%) 14.09K
Increased by +1.29%
Sep 30, 23
20 Legal & General Group PLC 1.04M (0.78%) -61.73K
Decreased by -5.96%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.23M (3.18%) 6.81K
Increased by +0.16%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 3.29M (2.47%) 30.61K
Increased by +0.93%
Nov 30, 23
3 MFS Large Cap Value Equity 2.92M (2.19%) 527.26K
Increased by +18.07%
Sep 30, 23
4 MFS Value A 2.87M (2.16%) -31.83K
Decreased by -1.11%
Nov 30, 23
5 JPM US Large Cap Growth-MA 2.08M (1.56%) 1.91M
Increased by +91.88%
Sep 30, 23
6 JPMorgan Large Cap Growth I 1.91M (1.44%) -307.71K
Decreased by -16.09%
Nov 30, 23
7 SPDR® S&P 500 ETF Trust 1.64M (1.23%) -11.53K
Decreased by -0.70%
Dec 31, 23
8 Fidelity® 500 Index 1.57M (1.18%) 10.00K
Increased by +0.64%
Nov 30, 23
9 iShares Core S&P 500 ETF 1.33M (1.00%) 790.00
Increased by +0.06%
Dec 29, 23
10 Vanguard Value Index Inv 1.16M (0.87%) 3.20K
Increased by +0.28%
Nov 30, 23
11 Putnam Large Cap Value A 1.03M (0.78%) 20.76K
Increased by +2.01%
Dec 31, 23
12 Putnam US Large Cap Value Equity 1.01M (0.76%) 0.00
Increased by 0.00%
Sep 30, 23
13 Health Care Select Sector SPDR® ETF 989.23K (0.74%) -720.00
Decreased by -0.07%
Dec 31, 23
14 Vanguard Institutional Index I 899.03K (0.68%) -2.05K
Decreased by -0.23%
Nov 30, 23
15 Pacer US Cash Cows 100 ETF 838.42K (0.63%) 1.74K
Increased by +0.21%
Nov 30, 23
16 Vanguard Dividend Appreciation ETF 804.59K (0.61%) 5.52K
Increased by +0.69%
Nov 30, 23
17 Swedbank Robur Globalfond A 750.00K (0.56%) -50.00K
Decreased by -6.67%
Dec 31, 23
18 T. Rowe Price Dividend Growth 740.29K (0.56%) -17.30K
Decreased by -2.34%
Sep 30, 23
19 T. Rowe Price US Dividend Growth Eq Comp 740.29K (0.56%) -17.30K
Decreased by -2.34%
Sep 30, 23
20 BGF World Healthscience A2 732.72K (0.55%) 0.00
Increased by 0.00%
Oct 31, 23