Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 63.13M (8.41%) -359.94K
Decreased by -0.57%
Sep 30, 23
2 BlackRock Inc 52.25M (6.96%) -1.07M
Decreased by -2.05%
Sep 30, 23
3 AllianceBernstein L.P. 40.80M (5.43%) 3.62M
Increased by +8.88%
Sep 30, 23
4 JPMorgan Chase & Co 35.13M (4.68%) 5.37M
Increased by +15.29%
Sep 30, 23
5 State Street Corporation 33.47M (4.46%) -1.22M
Decreased by -3.64%
Sep 30, 23
6 FMR Inc 33.05M (4.40%) -6.41M
Decreased by -19.38%
Sep 30, 23
7 Loomis, Sayles & Company LP 26.26M (3.50%) -941.70K
Decreased by -3.59%
Sep 30, 23
8 Capital World Investors 22.96M (3.06%) 1.37M
Increased by +5.99%
Sep 30, 23
9 Wellington Management Company LLP 19.52M (2.60%) 3.30M
Increased by +16.89%
Sep 30, 23
10 Nuveen Asset Management, LLC 18.36M (2.44%) 39.84K
Increased by +0.22%
Sep 30, 23
11 T. Rowe Price Associates, Inc. 17.24M (2.30%) -397.61K
Decreased by -2.31%
Sep 30, 23
12 Geode Capital Management, LLC 14.76M (1.97%) -22.52K
Decreased by -0.15%
Sep 30, 23
13 Morgan Stanley - Brokerage Accounts 13.78M (1.83%) -1.59M
Decreased by -11.55%
Sep 30, 23
14 Bank of America Corp 12.89M (1.72%) 238.85K
Increased by +1.85%
Sep 30, 23
15 Amvescap Plc. 11.62M (1.55%) -2.05M
Decreased by -17.64%
Sep 30, 23
16 ClearBridge Advisors, LLC 11.29M (1.50%) -2.94M
Decreased by -26.00%
Sep 30, 23
17 HHG PLC 11.28M (1.50%) 628.13K
Increased by +5.57%
Sep 30, 23
18 BROADWOOD CAPITAL Inc 8.50M (1.13%) -811.74K
Decreased by -9.55%
Sep 30, 23
19 Franklin Resources Inc 8.36M (1.11%) -246.37K
Decreased by -2.95%
Sep 30, 23
20 Northern Trust Corp 7.64M (1.02%) 243.40K
Increased by +3.19%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 22.99M (3.06%) 28.65K
Increased by +0.12%
Nov 30, 23
2 Invesco QQQ Trust 19.03M (2.53%) 42.35K
Increased by +0.22%
Dec 29, 23
3 Vanguard Institutional 500 Index Trust 18.13M (2.41%) 161.31K
Increased by +0.89%
Nov 30, 23
4 JPM US Large Cap Growth-MA 14.46M (1.93%) 13.19M
Increased by +91.26%
Sep 30, 23
5 AllianceBernstein US L/C Growth Eqty MF 13.58M (1.81%) 464.66K
Increased by +3.42%
Oct 31, 23
6 AB Large Cap Growth A 13.24M (1.76%) 340.99K
Increased by +2.58%
Nov 30, 23
7 SPDR® S&P 500 ETF Trust 9.17M (1.22%) 72.71K
Increased by +0.79%
Dec 29, 23
8 Fidelity® 500 Index 8.67M (1.15%) 55.15K
Increased by +0.64%
Nov 30, 23
9 CREF Growth R1 8.27M (1.10%) 255.39K
Increased by +3.09%
Oct 31, 23
10 Capital Group AMCAP Composite 8.13M (1.08%) -7.48K
Decreased by -0.09%
Sep 30, 23
11 VA CollegeAmerica Amcap 529A 8.13M (1.08%) -7.48K
Decreased by -0.09%
Sep 30, 23
12 JPMorgan Large Cap Growth I 7.64M (1.02%) -6.82M
Decreased by -89.25%
Nov 30, 23
13 iShares Core S&P 500 ETF 7.36M (0.98%) 4.39K
Increased by +0.06%
Dec 29, 23
14 Loomis Sayles Growth Y 6.56M (0.87%) 0.00
Increased by 0.00%
Nov 30, 23
15 Vanguard Growth Index Investor 6.46M (0.86%) 34.82K
Increased by +0.54%
Nov 30, 23
16 American Funds New Perspective A 6.21M (0.83%) 0.00
Increased by 0.00%
Sep 30, 23
17 Capital Group New Perspective Comp 6.21M (0.83%) 0.00
Increased by 0.00%
Sep 30, 23
18 Fidelity® Magellan® 5.64M (0.75%) 242.37K
Increased by +4.30%
Nov 30, 23
19 Consumer Staples Select Sector SPDR® ETF 5.57M (0.74%) 22.61K
Increased by +0.41%
Nov 30, 23
20 American Funds Fundamental Invs A 5.44M (0.72%) -3.35K
Decreased by -0.06%
Sep 30, 23