Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 43.62M (8.86%) 50.37K
Increased by +0.12%
Sep 30, 23
2 BlackRock Inc 40.56M (8.24%) -573.12K
Decreased by -1.41%
Sep 30, 23
3 State Street Corporation 20.71M (4.21%) -618.04K
Decreased by -2.98%
Sep 30, 23
4 Capital Research & Mgmt Co - Division 3 19.95M (4.05%) -470.03K
Decreased by -2.36%
Sep 30, 23
5 FMR Inc 19.42M (3.95%) 61.41K
Increased by +0.32%
Sep 30, 23
6 Capital World Investors 17.21M (3.50%) 12.21K
Increased by +0.07%
Sep 30, 23
7 Wellington Management Company LLP 14.64M (2.97%) 10.40K
Increased by +0.07%
Sep 30, 23
8 Massachusetts Financial Services Company 12.36M (2.51%) -291.97K
Decreased by -2.36%
Sep 30, 23
9 Geode Capital Management, LLC 9.84M (2.00%) 211.61K
Increased by +2.15%
Sep 30, 23
10 Ameriprise Financial Inc 8.28M (1.68%) 31.82K
Increased by +0.38%
Sep 30, 23
11 T. Rowe Price Associates, Inc. 7.72M (1.57%) -528.93K
Decreased by -6.85%
Sep 30, 23
12 Mawer Investment Management Ltd 7.24M (1.47%) -267.28K
Decreased by -3.69%
Sep 30, 23
13 Bank of America Corp 6.94M (1.41%) 173.74K
Increased by +2.51%
Sep 30, 23
14 Morgan Stanley - Brokerage Accounts 6.15M (1.25%) 150.66K
Increased by +2.45%
Sep 30, 23
15 Northern Trust Corp 5.98M (1.21%) 271.41K
Increased by +4.54%
Sep 30, 23
16 Nuveen Asset Management, LLC 4.46M (0.91%) -72.22K
Decreased by -1.62%
Sep 30, 23
17 JPMorgan Chase & Co 4.26M (0.87%) -12.40K
Decreased by -0.29%
Sep 30, 23
18 Parnassus Investments, LLC 4.25M (0.86%) -83.38K
Decreased by -1.96%
Sep 30, 23
19 Goldman Sachs Group Inc 4.14M (0.84%) 369.10K
Increased by +8.92%
Sep 30, 23
20 UBS Asset Mgmt Americas Inc 3.95M (0.80%) -29.29K
Decreased by -0.74%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 21.13M (4.29%) -57.34K
Decreased by -0.27%
Sep 30, 23
2 Capital Group Wash Mutual Invtrs Comp 21.13M (4.29%) -57.34K
Decreased by -0.27%
Sep 30, 23
3 Vanguard Total Stock Mkt Idx Inv 15.47M (3.14%) 21.89K
Increased by +0.14%
Nov 30, 23
4 Vanguard Institutional 500 Index Trust 12.04M (2.45%) 110.94K
Increased by +0.92%
Nov 30, 23
5 Vanguard Dividend Growth Inv 7.77M (1.58%) -620.86K
Decreased by -7.99%
Sep 30, 23
6 MFS Large Cap Value Equity 7.76M (1.58%) -210.53K
Decreased by -2.71%
Sep 30, 23
7 MFS Value A 7.64M (1.55%) -84.69K
Decreased by -1.11%
Nov 30, 23
8 SPDR® S&P 500 ETF Trust 6.08M (1.23%) -42.78K
Decreased by -0.70%
Dec 31, 23
9 Fidelity® 500 Index 5.76M (1.17%) 36.63K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 4.91M (1.00%) 2.93K
Increased by +0.06%
Dec 29, 23
11 Vanguard Value Index Inv 4.23M (0.86%) 12.76K
Increased by +0.30%
Nov 30, 23
12 American Funds American Mutual A 3.84M (0.78%) -498.13K
Decreased by -12.96%
Sep 30, 23
13 Capital Group American Mutual Comp 3.84M (0.78%) -498.13K
Decreased by -12.96%
Sep 30, 23
14 Columbia Dividend Value 3.46M (0.70%) -39.09K
Decreased by -1.13%
Sep 30, 23
15 Parnassus Core Equity Investor 3.39M (0.69%) -52.82K
Decreased by -1.56%
Nov 30, 23
16 Vanguard Institutional Index I 3.29M (0.67%) -7.11K
Decreased by -0.22%
Nov 30, 23
17 Financial Select Sector SPDR® ETF 3.23M (0.66%) 6.62K
Increased by +0.21%
Dec 31, 23
18 Columbia Dividend Income Inst 3.08M (0.63%) -382.63K
Decreased by -12.42%
Nov 30, 23
19 Vanguard Dividend Appreciation ETF 2.85M (0.58%) 19.33K
Increased by +0.68%
Nov 30, 23
20 American Funds Growth Fund of Amer A 2.67M (0.54%) -8.95K
Decreased by -0.34%
Sep 30, 23