Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKF 1000.00%
2 JKI 1000.00%
3 JKG 1000.00%
4 JKE 1000.00%
5 JKD 1000.00%
6 IYY 1000.00%
7 IYK 1000.00%
8 IWV 1000.00%
9 IWS 1000.00%
10 IWR 1000.00%
11 IWD 1000.00%
12 IWB 1000.00%
13 IVV 1000.00%
14 IVE 1000.00%
15 IUSV 1000.00%
16 ITOT 1000.00%
17 IMCV 1000.00%
18 IMCG 1000.00%
19 IMCB 1000.00%
20 ILCV 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 30.13M (11.28%) -100.02K
Decreased by -0.33%
Sep 30, 23
2 BlackRock Inc 18.58M (6.96%) -34.54K
Decreased by -0.19%
Sep 30, 23
3 State Farm Mutual Automobile Ins Co 16.72M (6.26%) 0.00
Increased by 0.00%
Sep 30, 23
4 Fundsmith LLP 15.31M (5.73%) -154.44K
Decreased by -1.01%
Sep 30, 23
5 State Street Corporation 14.15M (5.30%) 435.56K
Increased by +3.08%
Sep 30, 23
6 Bank of America Corp 7.30M (2.73%) 2.40M
Increased by +32.83%
Sep 30, 23
7 Geode Capital Management, LLC 5.68M (2.13%) 131.19K
Increased by +2.31%
Sep 30, 23
8 Franklin Resources Inc 4.89M (1.83%) -2.59K
Decreased by -0.05%
Sep 30, 23
9 FUNDSMITH INVESTMENT SERVICES LTD. 4.08M (1.53%) 1.62K
Increased by +0.04%
Sep 30, 23
10 Massachusetts Financial Services Company 3.78M (1.42%) -12.88K
Decreased by -0.34%
Sep 30, 23
11 Northern Trust Corp 3.44M (1.29%) 93.03K
Increased by +2.71%
Sep 30, 23
12 Morgan Stanley - Brokerage Accounts 3.22M (1.21%) 169.86K
Increased by +5.27%
Sep 30, 23
13 Goldman Sachs Group Inc 2.46M (0.92%) -103.64K
Decreased by -4.21%
Sep 30, 23
14 Vaughan Nelson Scarbrgh & Mccullough LP 2.22M (0.83%) 46.06K
Increased by +2.07%
Sep 30, 23
15 Capital Research Global Investors 2.21M (0.83%) 1.17K
Increased by +0.05%
Sep 30, 23
16 Bank of New York Mellon Corp 2.12M (0.79%) -51.42K
Decreased by -2.42%
Sep 30, 23
17 Champlain Investment Partners, LLC 2.07M (0.77%) -8.82K
Decreased by -0.43%
Sep 30, 23
18 ProShare Advisors LLC 2.06M (0.77%) 33.36K
Increased by +1.62%
Sep 30, 23
19 Legal & General Group PLC 1.88M (0.70%) -48.67K
Decreased by -2.60%
Sep 30, 23
20 Amvescap Plc. 1.83M (0.68%) 244.21K
Increased by +13.36%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fundsmith Equity I Acc 13.98M (5.23%) 0.00
Increased by 0.00%
Jun 30, 23
2 Vanguard Total Stock Mkt Idx Inv 7.88M (2.95%) 10.02K
Increased by +0.13%
Nov 30, 23
3 Vanguard Institutional 500 Index Trust 6.12M (2.29%) 63.43K
Increased by +1.04%
Nov 30, 23
4 Vanguard Mid Cap Index Institutional 5.71M (2.14%) 6.76K
Increased by +0.12%
Nov 30, 23
5 Franklin Rising Dividends A 4.25M (1.59%) 0.00
Increased by 0.00%
Nov 30, 23
6 Champlain Mid Cap Fund, LLC 3.06M (1.15%) 5.80K
Increased by +0.19%
Nov 30, 23
7 MFS Massachusetts Inv Gr Stk A 3.05M (1.14%) -17.15K
Decreased by -0.56%
Nov 30, 23
8 SPDR® S&P Dividend ETF 2.95M (1.10%) -1.77K
Decreased by -0.06%
Nov 30, 23
9 Fidelity® 500 Index 2.91M (1.09%) 23.16K
Increased by +0.80%
Oct 31, 23
10 SPDR® S&P 500 ETF Trust 2.85M (1.07%) 9.09K
Increased by +0.32%
Nov 30, 23
11 ProShares S&P 500 Dividend Aristocrats 2.54M (0.95%) 0.00
Increased by 0.00%
Nov 30, 23
12 iShares Core S&P 500 ETF 2.48M (0.93%) 2.40K
Increased by +0.10%
Nov 30, 23
13 American Funds American Mutual A 2.19M (0.82%) -4.56K
Decreased by -0.21%
Sep 30, 23
14 Capital Group American Mutual Comp 2.19M (0.82%) -4.56K
Decreased by -0.21%
Sep 30, 23
15 MFS Large Cap Growth Equity 2.16M (0.81%) 14.00K
Increased by +0.65%
Sep 30, 23
16 Vanguard Value Index Inv 2.15M (0.81%) 3.68K
Increased by +0.17%
Nov 30, 23
17 Consumer Staples Select Sector SPDR® ETF 1.88M (0.70%) 7.63K
Increased by +0.41%
Nov 30, 23
18 Vanguard Institutional Index I 1.67M (0.63%) -1.00K
Decreased by -0.06%
Nov 30, 23
19 Vanguard Dividend Appreciation ETF 1.45M (0.54%) 10.13K
Increased by +0.70%
Nov 30, 23
20 State St S&P 500® Indx SL Cl III 1.20M (0.45%) 4.80K
Increased by +0.40%
Nov 30, 23