Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKF 1000.00%
2 GLOF 1000.00%
3 IGM 1000.00%
4 ILCB 1000.00%
5 ILCV 1000.00%
6 IRBO 1000.00%
7 ITOT 1000.00%
8 IUSG 1000.00%
9 IVRS 1000.00%
10 IVV 1000.00%
11 IVW 1000.00%
12 IWB 1000.00%
13 IWF 1000.00%
14 IWL 1000.00%
15 IWV 1000.00%
16 IWY 1000.00%
17 IXP 1000.00%
18 IYW 1000.00%
19 IYY 1000.00%
20 JKD 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 183.24M (8.32%) 1.73M
Increased by +0.95%
Sep 30, 23
2 BlackRock Inc 155.97M (7.08%) 189.14K
Increased by +0.12%
Sep 30, 23
3 FMR Inc 130.81M (5.94%) 5.00M
Increased by +3.82%
Sep 30, 23
4 State Street Corporation 86.05M (3.91%) -2.49M
Decreased by -2.89%
Sep 30, 23
5 T. Rowe Price Associates, Inc. 48.58M (2.21%) -3.74M
Decreased by -7.70%
Sep 30, 23
6 JPMorgan Chase & Co 48.39M (2.20%) 4.35M
Increased by +8.99%
Sep 30, 23
7 Geode Capital Management, LLC 45.20M (2.05%) 1.14M
Increased by +2.53%
Sep 30, 23
8 Capital World Investors 37.13M (1.69%) -16.74K
Decreased by -0.05%
Sep 30, 23
9 Morgan Stanley - Brokerage Accounts 36.28M (1.65%) 1.18M
Increased by +3.27%
Sep 30, 23
10 Capital Research & Mgmt Co - Division 3 33.65M (1.53%) -2.18M
Decreased by -6.47%
Sep 30, 23
11 Capital Research Global Investors 25.78M (1.17%) 4.01M
Increased by +15.54%
Sep 30, 23
12 Northern Trust Corp 23.00M (1.04%) 946.87K
Increased by +4.12%
Sep 30, 23
13 Wellington Management Company LLP 20.97M (0.95%) -2.72M
Decreased by -12.95%
Sep 30, 23
14 Bank of America Corp 18.82M (0.85%) 5.22M
Increased by +27.74%
Sep 30, 23
15 Nuveen Asset Management, LLC 17.73M (0.80%) -525.57K
Decreased by -2.97%
Sep 30, 23
16 Amvescap Plc. 17.39M (0.79%) -1.27M
Decreased by -7.27%
Sep 30, 23
17 Bank of New York Mellon Corp 16.27M (0.74%) -753.76K
Decreased by -4.63%
Sep 30, 23
18 Sanders Capital, LLC 14.23M (0.65%) -74.33K
Decreased by -0.52%
Sep 30, 23
19 Legal & General Group PLC 14.01M (0.64%) -647.94K
Decreased by -4.63%
Sep 30, 23
20 Charles Schwab Investment Management Inc 13.14M (0.60%) 111.73K
Increased by +0.85%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 69.66M (3.16%) 94.50K
Increased by +0.14%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 54.17M (2.46%) 500.47K
Increased by +0.92%
Nov 30, 23
3 Fidelity® Contrafund® 41.36M (1.88%) 0.00
Increased by 0.00%
Nov 30, 23
4 American Funds Growth Fund of Amer A 31.78M (1.44%) 390.06K
Increased by +1.23%
Sep 30, 23
5 Capital Group Growth Fnd of Amer Comp 31.78M (1.44%) 390.06K
Increased by +1.23%
Sep 30, 23
6 SPDR® S&P 500 ETF Trust 27.36M (1.24%) -192.28K
Decreased by -0.70%
Dec 31, 23
7 Fidelity® 500 Index 25.90M (1.18%) 164.82K
Increased by +0.64%
Nov 30, 23
8 Invesco QQQ Trust 25.00M (1.14%) 55.63K
Increased by +0.22%
Dec 29, 23
9 iShares Core S&P 500 ETF 22.11M (1.00%) 13.20K
Increased by +0.06%
Dec 29, 23
10 Vanguard Growth Index Investor 19.58M (0.89%) 107.00K
Increased by +0.55%
Nov 30, 23
11 Vanguard Institutional Index I 14.81M (0.67%) -32.67K
Decreased by -0.22%
Nov 30, 23
12 Fidelity Contrafund Commingled Pl O 14.70M (0.67%) 0.00
Increased by 0.00%
Nov 30, 23
13 Communication Services Sel Sect SPDR®ETF 10.92M (0.50%) 46.08K
Increased by +0.42%
Dec 29, 23
14 State St S&P 500® Indx SL Cl III 10.60M (0.48%) -21.40K
Decreased by -0.20%
Dec 31, 23
15 JPM US Large Cap Growth-MA 10.44M (0.47%) 9.62M
Increased by +92.16%
Sep 30, 23
16 JPMorgan Large Cap Growth I 10.24M (0.46%) 304.36K
Increased by +2.97%
Nov 30, 23
17 American Funds Invmt Co of Amer A 9.99M (0.45%) 1.40M
Increased by +14.03%
Sep 30, 23
18 Capital Group Investment Co of Amer Comp 9.99M (0.45%) 1.40M
Increased by +14.03%
Sep 30, 23
19 American Funds IS® Growth 1 9.44M (0.43%) -288.33K
Decreased by -3.05%
Sep 30, 23
20 Capital Group Growth Composite 9.44M (0.43%) -288.33K
Decreased by -3.05%
Sep 30, 23