Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ILCB 1000.00%
2 JKF 1000.00%
3 IYY 1000.00%
4 IYK 1000.00%
5 IWX 1000.00%
6 IWV 1000.00%
7 GLOF 1000.00%
8 IWL 1000.00%
9 IWD 1000.00%
10 IWB 1000.00%
11 IVW 1000.00%
12 JKD 1000.00%
13 IVV 1000.00%
14 IVE 1000.00%
15 IUSV 1000.00%
16 IUSG 1000.00%
17 ITOT 1000.00%
18 KXI 1000.00%
19 ILCV 1000.00%
20 FOANC 7.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 123.77M (9.11%) 82.14K
Increased by +0.07%
Sep 30, 23
2 BlackRock Inc 101.56M (7.48%) 1.22M
Increased by +1.20%
Sep 30, 23
3 State Street Corporation 58.51M (4.31%) -1.01M
Decreased by -1.73%
Sep 30, 23
4 JPMorgan Chase & Co 35.35M (2.60%) 4.52M
Increased by +12.79%
Sep 30, 23
5 T. Rowe Price Associates, Inc. 34.72M (2.56%) 3.91M
Increased by +11.27%
Sep 30, 23
6 FMR Inc 29.28M (2.16%) -1.85M
Decreased by -6.33%
Sep 30, 23
7 Geode Capital Management, LLC 26.25M (1.93%) 463.66K
Increased by +1.77%
Sep 30, 23
8 Capital Research Global Investors 23.86M (1.76%) 6.18M
Increased by +25.91%
Sep 30, 23
9 Bank of America Corp 23.72M (1.75%) 506.32K
Increased by +2.13%
Sep 30, 23
10 Morgan Stanley - Brokerage Accounts 21.63M (1.59%) -1.58M
Decreased by -7.30%
Sep 30, 23
11 Capital World Investors 21.10M (1.55%) 4.86M
Increased by +23.02%
Sep 30, 23
12 Lindsell Train Ltd 17.51M (1.29%) -761.00K
Decreased by -4.35%
Sep 30, 23
13 Northern Trust Corp 17.10M (1.26%) 303.96K
Increased by +1.78%
Sep 30, 23
14 Capital Research & Mgmt Co - Division 3 15.34M (1.13%) 60.35K
Increased by +0.39%
Sep 30, 23
15 Ameriprise Financial Inc 14.30M (1.05%) -1.01M
Decreased by -7.04%
Sep 30, 23
16 Bank of New York Mellon Corp 11.87M (0.87%) 65.98K
Increased by +0.56%
Sep 30, 23
17 Nuveen Asset Management, LLC 10.65M (0.78%) -49.85K
Decreased by -0.47%
Sep 30, 23
18 Neuberger Berman Group LLC 10.55M (0.78%) 981.02K
Increased by +9.30%
Sep 30, 23
19 Wells Fargo & Co 10.11M (0.74%) -169.53K
Decreased by -1.68%
Sep 30, 23
20 Legal & General Group PLC 9.68M (0.71%) -397.29K
Decreased by -4.10%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 42.64M (3.14%) 51.40K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 33.16M (2.44%) 304.56K
Increased by +0.92%
Nov 30, 23
3 Invesco QQQ Trust 24.89M (1.83%) 55.38K
Increased by +0.22%
Dec 29, 23
4 American Funds American Mutual A 21.24M (1.56%) 55.89K
Increased by +0.26%
Sep 30, 23
5 Capital Group American Mutual Comp 21.24M (1.56%) 55.89K
Increased by +0.26%
Sep 30, 23
6 SPDR® S&P 500 ETF Trust 16.78M (1.24%) -117.82K
Decreased by -0.70%
Dec 31, 23
7 Fidelity® 500 Index 15.85M (1.17%) 100.88K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 13.55M (1.00%) 8.09K
Increased by +0.06%
Dec 29, 23
9 Vanguard Value Index Inv 11.66M (0.86%) 27.94K
Increased by +0.24%
Nov 30, 23
10 Consumer Staples Select Sector SPDR® ETF 9.27M (0.68%) -28.42K
Decreased by -0.31%
Dec 31, 23
11 Vanguard Institutional Index I 9.07M (0.67%) -20.96K
Decreased by -0.23%
Nov 30, 23
12 American Funds New Perspective A 8.22M (0.61%) 1.63M
Increased by +19.88%
Sep 30, 23
13 Capital Group New Perspective Comp 8.22M (0.61%) 1.63M
Increased by +19.88%
Sep 30, 23
14 JPM US Equity Income-Composite 7.90M (0.58%) -1.66M
Decreased by -21.03%
Sep 30, 23
15 JPM US Equity Income-MA 7.90M (0.58%) 7.89M
Increased by +99.88%
Sep 30, 23
16 UBS: Global Equity 7.79M (0.57%) -1.33M
Decreased by -17.09%
Sep 30, 23
17 State St S&P 500® Indx SL Cl III 6.50M (0.48%) -100.00
Decreased by -0.00%
Dec 31, 23
18 American Funds Capital Income Bldr A 6.48M (0.48%) 4.96M
Increased by +76.48%
Sep 30, 23
19 T. Rowe Price US Value Equity Composite 6.30M (0.46%) -253.16K
Decreased by -4.02%
Sep 30, 23
20 T. Rowe Price Value 6.30M (0.46%) -253.16K
Decreased by -4.02%
Sep 30, 23