Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ILCB 1000.00%
2 KXI 1000.00%
3 JKF 1000.00%
4 JKD 1000.00%
5 IYY 1000.00%
6 IYK 1000.00%
7 IWX 1000.00%
8 IWV 1000.00%
9 IWL 1000.00%
10 IWD 1000.00%
11 IWB 1000.00%
12 IVV 1000.00%
13 IVE 1000.00%
14 IUSV 1000.00%
15 HDV 1000.00%
16 ITOT 1000.00%
17 ILCV 1000.00%
18 WBIY 6.29%
19 FORH 6.14%
20 FDL 5.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 159.87M (9.05%) -1.24M
Decreased by -0.78%
Sep 30, 23
2 BlackRock Inc 127.18M (7.20%) 8.12M
Increased by +6.39%
Sep 30, 23
3 Capital World Investors 87.84M (4.97%) -8.56M
Decreased by -9.74%
Sep 30, 23
4 State Street Corporation 68.30M (3.87%) -2.27M
Decreased by -3.32%
Sep 30, 23
5 Charles Schwab Investment Management Inc 44.46M (2.52%) 840.56K
Increased by +1.89%
Sep 30, 23
6 Geode Capital Management, LLC 37.81M (2.14%) 781.44K
Increased by +2.07%
Sep 30, 23
7 FMR Inc 20.74M (1.17%) -528.36K
Decreased by -2.55%
Sep 30, 23
8 Morgan Stanley - Brokerage Accounts 18.34M (1.04%) -78.98K
Decreased by -0.43%
Sep 30, 23
9 Bank of New York Mellon Corp 17.31M (0.98%) -583.95K
Decreased by -3.37%
Sep 30, 23
10 Northern Trust Corp 16.61M (0.94%) 42.49K
Increased by +0.26%
Sep 30, 23
11 Bank of America Corp 13.77M (0.78%) -225.33K
Decreased by -1.64%
Sep 30, 23
12 Capital Research Global Investors 13.04M (0.74%) -21.61M
Decreased by -165.74%
Sep 30, 23
13 Capital Research & Mgmt Co - Division 3 11.89M (0.67%) -2.31M
Decreased by -19.41%
Sep 30, 23
14 Goldman Sachs Group Inc 11.52M (0.65%) 2.55M
Increased by +22.10%
Sep 30, 23
15 Amvescap Plc. 11.32M (0.64%) -307.06K
Decreased by -2.71%
Sep 30, 23
16 Legal & General Group PLC 9.80M (0.55%) -492.10K
Decreased by -5.02%
Sep 30, 23
17 Harris Associates L.P. 9.62M (0.54%) 2.42M
Increased by +25.10%
Sep 30, 23
18 Ameriprise Financial Inc 9.17M (0.52%) 722.26K
Increased by +7.87%
Sep 30, 23
19 Arrowstreet Capital Limited Partnership 8.81M (0.50%) 1.26M
Increased by +14.29%
Sep 30, 23
20 Fayez Sarofim & Company 7.99M (0.45%) -1.71M
Decreased by -21.41%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 55.54M (3.14%) 63.99K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 43.25M (2.45%) 388.93K
Increased by +0.90%
Nov 30, 23
3 Schwab US Dividend Equity ETF™ 27.92M (1.58%) 4.08K
Increased by +0.01%
Dec 30, 23
4 American Funds Income Fund of Amer A 25.49M (1.44%) 0.00
Increased by 0.00%
Sep 30, 23
5 American Funds American Balanced A 25.44M (1.44%) -2.38M
Decreased by -9.35%
Sep 30, 23
6 SPDR® S&P 500 ETF Trust 21.80M (1.23%) -153.15K
Decreased by -0.70%
Dec 31, 23
7 American Funds Washington Mutual A 21.09M (1.19%) -57.23K
Decreased by -0.27%
Sep 30, 23
8 Capital Group Wash Mutual Invtrs Comp 21.09M (1.19%) -57.23K
Decreased by -0.27%
Sep 30, 23
9 Fidelity® 500 Index 20.68M (1.17%) 131.60K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 17.62M (1.00%) 10.52K
Increased by +0.06%
Dec 29, 23
11 Vanguard Value Index Inv 15.21M (0.86%) 45.95K
Increased by +0.30%
Nov 30, 23
12 American Funds Fundamental Invs A 14.91M (0.84%) 219.88K
Increased by +1.47%
Sep 30, 23
13 Capital Group Fundamental Invtrs Comp 14.91M (0.84%) 219.88K
Increased by +1.47%
Sep 30, 23
14 Consumer Staples Select Sector SPDR® ETF 12.47M (0.71%) -38.17K
Decreased by -0.31%
Dec 31, 23
15 Vanguard Institutional Index I 11.83M (0.67%) -25.49K
Decreased by -0.22%
Nov 30, 23
16 American Funds Capital Income Bldr A 10.83M (0.61%) -3.70M
Decreased by -34.19%
Sep 30, 23
17 iShares Select Dividend ETF 10.41M (0.59%) -6.44K
Decreased by -0.06%
Dec 29, 23
18 iShares Core High Dividend ETF 9.04M (0.51%) -8.98K
Decreased by -0.10%
Dec 29, 23
19 State St S&P 500® Indx SL Cl III 8.45M (0.48%) -28.20K
Decreased by -0.33%
Dec 31, 23
20 Pacer US Cash Cows 100 ETF 8.21M (0.46%) 32.62K
Increased by +0.40%
Dec 29, 23