Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 42.31M (13.03%) -672.51K
Decreased by -1.59%
Sep 30, 23
2 Vanguard Group Inc 38.30M (11.80%) 66.75K
Increased by +0.17%
Sep 30, 23
3 BlackRock Inc 27.30M (8.41%) -939.43K
Decreased by -3.44%
Sep 30, 23
4 State Street Corporation 15.01M (4.62%) -3.05M
Decreased by -20.35%
Sep 30, 23
5 Amvescap Plc. 8.79M (2.71%) 268.97K
Increased by +3.06%
Sep 30, 23
6 Geode Capital Management, LLC 7.36M (2.27%) 198.91K
Increased by +2.70%
Sep 30, 23
7 Northern Trust Corp 6.11M (1.88%) 424.06K
Increased by +6.94%
Sep 30, 23
8 Morgan Stanley - Brokerage Accounts 5.33M (1.64%) -140.31K
Decreased by -2.63%
Sep 30, 23
9 Dimensional Fund Advisors, Inc. 3.78M (1.16%) -534.59K
Decreased by -14.15%
Sep 30, 23
10 Pacer Advisors, INC. 3.64M (1.12%) -719.52K
Decreased by -19.78%
Sep 30, 23
11 Amundi 3.54M (1.09%) 959.83K
Increased by +27.15%
Sep 30, 23
12 Capital Research & Mgmt Co - Division 3 3.48M (1.07%) -2.67M
Decreased by -76.84%
Sep 30, 23
13 Ameriprise Financial Inc 3.33M (1.03%) -2.52M
Decreased by -75.59%
Sep 30, 23
14 AQR Capital Management LLC 3.25M (1.00%) -422.60K
Decreased by -12.99%
Sep 30, 23
15 Deutsche Bank AG 3.06M (0.94%) 107.01K
Increased by +3.49%
Sep 30, 23
16 Bank of New York Mellon Corp 2.97M (0.92%) -74.08K
Decreased by -2.49%
Sep 30, 23
17 Neuberger Berman Group LLC 2.86M (0.88%) -118.73K
Decreased by -4.15%
Sep 30, 23
18 LSV Asset Management 2.68M (0.83%) -179.64K
Decreased by -6.71%
Sep 30, 23
19 Grantham, Mayo, Van Otterloo & Co., LLC 2.65M (0.82%) -490.74K
Decreased by -18.54%
Sep 30, 23
20 FMR Inc 2.55M (0.79%) 24.42K
Increased by +0.96%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Fundamental Invs A 17.35M (5.35%) -1.65M
Decreased by -9.51%
Sep 30, 23
2 Capital Group Fundamental Invtrs Comp 17.35M (5.35%) -1.65M
Decreased by -9.51%
Sep 30, 23
3 American Funds Washington Mutual A 10.64M (3.28%) -28.86K
Decreased by -0.27%
Sep 30, 23
4 Capital Group Wash Mutual Invtrs Comp 10.64M (3.28%) -28.86K
Decreased by -0.27%
Sep 30, 23
5 Vanguard Total Stock Mkt Idx Inv 10.43M (3.21%) 12.85K
Increased by +0.12%
Nov 30, 23
6 Vanguard Institutional 500 Index Trust 8.10M (2.49%) 76.64K
Increased by +0.95%
Nov 30, 23
7 Vanguard Mid Cap Index Institutional 7.56M (2.33%) 13.14K
Increased by +0.17%
Nov 30, 23
8 American Funds Growth Fund of Amer A 6.18M (1.90%) 62.38K
Increased by +1.01%
Sep 30, 23
9 Capital Group Growth Fnd of Amer Comp 6.18M (1.90%) 62.38K
Increased by +1.01%
Sep 30, 23
10 American Funds New Perspective A 4.62M (1.42%) 0.00
Increased by 0.00%
Sep 30, 23
11 Capital Group New Perspective Comp 4.62M (1.42%) 0.00
Increased by 0.00%
Sep 30, 23
12 SPDR® S&P 500 ETF Trust 4.03M (1.24%) -28.32K
Decreased by -0.70%
Dec 31, 23
13 Fidelity® 500 Index 3.87M (1.19%) 24.64K
Increased by +0.64%
Nov 30, 23
14 Pacer US Cash Cows 100 ETF 3.78M (1.16%) 15.01K
Increased by +0.40%
Dec 29, 23
15 iShares Core S&P 500 ETF 3.26M (1.00%) 1.94K
Increased by +0.06%
Dec 29, 23
16 American Funds American Balanced A 3.00M (0.92%) 0.00
Increased by 0.00%
Sep 30, 23
17 Vanguard Value Index Inv 2.84M (0.88%) 4.22K
Increased by +0.15%
Nov 30, 23
18 Vanguard Mid-Cap Value ETF 2.67M (0.82%) -11.86K
Decreased by -0.44%
Nov 30, 23
19 Invesco S&P 500® Equal Weight ETF 2.65M (0.82%) 0.00
Increased by 0.00%
Dec 29, 23
20 FlexShares Mstar Glbl Upstrm Nat Res ETF 2.44M (0.75%) 0.00
Increased by 0.00%
Dec 29, 23