Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYY 1000.00%
2 ILCV 1000.00%
3 ITOT 1000.00%
4 IUSG 1000.00%
5 GLOF 1000.00%
6 IUSV 1000.00%
7 IVE 1000.00%
8 IVV 1000.00%
9 IVW 1000.00%
10 IWB 1000.00%
11 IWD 1000.00%
12 IWL 1000.00%
13 IWV 1000.00%
14 IWX 1000.00%
15 IXC 1000.00%
16 IYE 1000.00%
17 JKF 1000.00%
18 ILCB 1000.00%
19 JKD 1000.00%
20 NRGU 10.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 37.67M (9.94%) -2.74M
Decreased by -7.28%
Sep 30, 23
2 BlackRock Inc 31.61M (8.34%) -2.15M
Decreased by -6.79%
Sep 30, 23
3 State Street Corporation 27.09M (7.15%) -1.14M
Decreased by -4.19%
Sep 30, 23
4 Elliott Investment Management L.P. 11.06M (2.92%) 0.00
Increased by 0.00%
Sep 30, 23
5 Geode Capital Management, LLC 7.59M (2.00%) -255.32K
Decreased by -3.36%
Sep 30, 23
6 Morgan Stanley - Brokerage Accounts 7.19M (1.90%) -256.19K
Decreased by -3.56%
Sep 30, 23
7 Bank of New York Mellon Corp 6.00M (1.58%) -815.16K
Decreased by -13.58%
Sep 30, 23
8 Ameriprise Financial Inc 5.27M (1.39%) -455.93K
Decreased by -8.65%
Sep 30, 23
9 Dimensional Fund Advisors, Inc. 5.02M (1.32%) -221.39K
Decreased by -4.41%
Sep 30, 23
10 Northern Trust Corp 4.53M (1.19%) 43.99K
Increased by +0.97%
Sep 30, 23
11 Boston Partners Global Investors, Inc 4.50M (1.19%) -686.05K
Decreased by -15.26%
Sep 30, 23
12 FMR Inc 4.30M (1.14%) -122.97K
Decreased by -2.86%
Sep 30, 23
13 Raymond James & Associates 4.01M (1.06%) 101.44K
Increased by +2.53%
Sep 30, 23
14 Amundi 3.77M (0.99%) -36.09K
Decreased by -0.96%
Sep 30, 23
15 Amvescap Plc. 3.48M (0.92%) 59.80K
Increased by +1.72%
Sep 30, 23
16 Goldman Sachs Group Inc 3.03M (0.80%) 520.66K
Increased by +17.16%
Sep 30, 23
17 Legal & General Group PLC 2.86M (0.76%) -182.05K
Decreased by -6.36%
Sep 30, 23
18 Wellington Management Company LLP 2.76M (0.73%) -431.75K
Decreased by -15.65%
Sep 30, 23
19 Principal Financial Group Inc 2.75M (0.72%) 36.99K
Increased by +1.35%
Sep 30, 23
20 Bank of America Corp 2.71M (0.72%) 4.52K
Increased by +0.17%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 12.53M (3.31%) 19.78K
Increased by +0.16%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 9.75M (2.57%) 88.19K
Increased by +0.90%
Nov 30, 23
3 Energy Select Sector SPDR® ETF 9.22M (2.43%) -27.95K
Decreased by -0.30%
Dec 31, 23
4 SPDR® S&P 500 ETF Trust 4.68M (1.24%) -32.85K
Decreased by -0.70%
Dec 31, 23
5 Fidelity® 500 Index 4.66M (1.23%) 29.65K
Increased by +0.64%
Nov 30, 23
6 iShares Core S&P 500 ETF 3.78M (1.00%) 2.26K
Increased by +0.06%
Dec 29, 23
7 Vanguard Value Index Inv 3.43M (0.90%) 9.63K
Increased by +0.28%
Nov 30, 23
8 Vanguard Institutional Index I 2.67M (0.70%) -4.98K
Decreased by -0.19%
Nov 30, 23
9 Pacer US Cash Cows 100 ETF 2.31M (0.61%) 9.18K
Increased by +0.40%
Dec 29, 23
10 Vanguard Energy ETF 2.08M (0.55%) -105.92K
Decreased by -5.08%
Nov 30, 23
11 Vanguard High Dividend Yield ETF 1.91M (0.50%) -4.43K
Decreased by -0.23%
Nov 30, 23
12 State St S&P 500® Indx SL Cl III 1.81M (0.48%) -96.70K
Decreased by -5.33%
Dec 31, 23
13 Principal Equity Income A 1.61M (0.43%) -66.39K
Decreased by -4.11%
Nov 30, 23
14 Blackrock Eq Idx Fund CF 1.36M (0.36%) -61.56K
Decreased by -4.54%
Dec 31, 23
15 Vanguard Equity-Income Inv 1.35M (0.36%) -105.94K
Decreased by -7.85%
Sep 30, 23
16 JHancock Disciplined Value I 1.25M (0.33%) 0.00
Increased by 0.00%
Nov 30, 23
17 MicroSectors™ US Big Oil 3X Lvrgd ETN 1.23M (0.32%) -563.33K
Decreased by -45.85%
Feb 28, 23
18 Vanguard Energy Inv 1.18M (0.31%) -107.14K
Decreased by -9.09%
Sep 30, 23
19 DFA US Large Cap Value I 1.17M (0.31%) -1.42K
Decreased by -0.12%
Nov 30, 23
20 iShares Select Dividend ETF 1.14M (0.30%) -706.00
Decreased by -0.06%
Dec 29, 23