Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 243.54M (9.62%) -99.63K
Decreased by -0.04%
Sep 30, 23
2 BlackRock Inc 202.94M (8.02%) -2.72M
Decreased by -1.34%
Sep 30, 23
3 State Street Corporation 115.67M (4.57%) -2.89M
Decreased by -2.50%
Sep 30, 23
4 Wellington Management Company LLP 82.44M (3.26%) 5.20M
Increased by +6.30%
Sep 30, 23
5 Geode Capital Management, LLC 54.07M (2.14%) 1.35M
Increased by +2.50%
Sep 30, 23
6 Morgan Stanley - Brokerage Accounts 38.59M (1.52%) -572.82K
Decreased by -1.48%
Sep 30, 23
7 FMR Inc 38.15M (1.51%) -819.45K
Decreased by -2.15%
Sep 30, 23
8 Bank of America Corp 35.75M (1.41%) -1.58M
Decreased by -4.42%
Sep 30, 23
9 Charles Schwab Investment Management Inc 31.95M (1.26%) 1.25M
Increased by +3.90%
Sep 30, 23
10 Northern Trust Corp 29.86M (1.18%) 1.19M
Increased by +3.97%
Sep 30, 23
11 T. Rowe Price Associates, Inc. 29.28M (1.16%) -112.22K
Decreased by -0.38%
Sep 30, 23
12 Bank of New York Mellon Corp 24.99M (0.99%) -1.72M
Decreased by -6.90%
Sep 30, 23
13 JPMorgan Chase & Co 22.95M (0.91%) -1.11M
Decreased by -4.83%
Sep 30, 23
14 Legal & General Group PLC 20.14M (0.80%) -545.92K
Decreased by -2.71%
Sep 30, 23
15 Deutsche Bank AG 19.32M (0.76%) -2.20M
Decreased by -11.37%
Sep 30, 23
16 Amvescap Plc. 17.67M (0.70%) -3.73M
Decreased by -21.10%
Sep 30, 23
17 Nuveen Asset Management, LLC 16.65M (0.66%) 8.66K
Increased by +0.05%
Sep 30, 23
18 Ameriprise Financial Inc 16.60M (0.66%) -429.59K
Decreased by -2.59%
Sep 30, 23
19 Wells Fargo & Co 16.41M (0.65%) -1.19M
Decreased by -7.22%
Sep 30, 23
20 Amundi 14.55M (0.57%) 1.75M
Increased by +12.02%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 79.55M (3.14%) 108.66K
Increased by +0.14%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 61.85M (2.44%) 569.76K
Increased by +0.92%
Nov 30, 23
3 SPDR® S&P 500 ETF Trust 31.23M (1.23%) -219.44K
Decreased by -0.70%
Dec 31, 23
4 Fidelity® 500 Index 29.57M (1.17%) 188.17K
Increased by +0.64%
Nov 30, 23
5 iShares Core S&P 500 ETF 25.24M (1.00%) 15.07K
Increased by +0.06%
Dec 29, 23
6 Vanguard Value Index Inv 21.75M (0.86%) 60.34K
Increased by +0.28%
Nov 30, 23
7 Vanguard Health Care Inv 20.48M (0.81%) 0.00
Increased by 0.00%
Sep 30, 23
8 Schwab US Dividend Equity ETF™ 19.27M (0.76%) 2.82K
Increased by +0.01%
Dec 30, 23
9 Health Care Select Sector SPDR® ETF 18.84M (0.74%) -13.67K
Decreased by -0.07%
Dec 31, 23
10 Vanguard Institutional Index I 16.91M (0.67%) -37.33K
Decreased by -0.22%
Nov 30, 23
11 Vanguard Dividend Appreciation ETF 14.61M (0.58%) 98.23K
Increased by +0.67%
Nov 30, 23
12 Vanguard Equity-Income Inv 12.85M (0.51%) 1.25M
Increased by +9.71%
Sep 30, 23
13 State St S&P 500® Indx SL Cl III 12.10M (0.48%) -27.60K
Decreased by -0.23%
Dec 31, 23
14 Vanguard High Dividend Yield ETF 11.43M (0.45%) -23.18K
Decreased by -0.20%
Nov 30, 23
15 Blackrock Eq Idx Fund CF 9.06M (0.36%) 53.90K
Increased by +0.59%
Dec 31, 23
16 Vanguard Health Care ETF 8.58M (0.34%) -105.64K
Decreased by -1.23%
Nov 30, 23
17 Vanguard Wellington™ Inv 8.29M (0.33%) 2.17M
Increased by +26.21%
Sep 30, 23
18 Fidelity® Contrafund® 8.10M (0.32%) 110.60K
Increased by +1.37%
Nov 30, 23
19 American Funds Income Fund of Amer A 7.25M (0.29%) -558.30K
Decreased by -7.70%
Sep 30, 23
20 MFS Large Cap Value Equity 7.19M (0.28%) -2.92M
Decreased by -40.69%
Sep 30, 23