Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IXN 1000.00%
2 GLOF 1000.00%
3 IGM 1000.00%
4 ILCB 1000.00%
5 IOO 1000.00%
6 IRBO 1000.00%
7 ITOT 1000.00%
8 IUSG 1000.00%
9 IVRS 1000.00%
10 IVV 1000.00%
11 IVW 1000.00%
12 IWB 1000.00%
13 IWF 1000.00%
14 IWFH 1000.00%
15 IWL 1000.00%
16 IWV 1000.00%
17 IWY 1000.00%
18 IYW 1000.00%
19 IYY 1000.00%
20 JKD 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 649.21M (8.74%) -4.04M
Decreased by -0.62%
Sep 30, 23
2 BlackRock Inc 533.63M (7.19%) -2.61M
Decreased by -0.49%
Sep 30, 23
3 State Street Corporation 288.46M (3.88%) -5.16M
Decreased by -1.79%
Sep 30, 23
4 FMR Inc 215.87M (2.91%) 5.76M
Increased by +2.67%
Sep 30, 23
5 T. Rowe Price Associates, Inc. 151.92M (2.05%) -7.98M
Decreased by -5.25%
Sep 30, 23
6 Geode Capital Management, LLC 151.22M (2.04%) 3.09M
Increased by +2.04%
Sep 30, 23
7 Morgan Stanley - Brokerage Accounts 123.13M (1.66%) -367.86K
Decreased by -0.30%
Sep 30, 23
8 JPMorgan Chase & Co 116.60M (1.57%) 3.58M
Increased by +3.07%
Sep 30, 23
9 Capital World Investors 88.62M (1.19%) 3.11M
Increased by +3.51%
Sep 30, 23
10 Capital Research & Mgmt Co - Division 3 81.93M (1.10%) -1.81M
Decreased by -2.21%
Sep 30, 23
11 Northern Trust Corp 81.27M (1.09%) 2.49M
Increased by +3.06%
Sep 30, 23
12 Capital Research Global Investors 75.06M (1.01%) 1.63M
Increased by +2.17%
Sep 30, 23
13 Bank of New York Mellon Corp 70.58M (0.95%) -1.35M
Decreased by -1.91%
Sep 30, 23
14 Bank of America Corp 66.22M (0.89%) -2.95M
Decreased by -4.46%
Sep 30, 23
15 Wellington Management Company LLP 64.91M (0.87%) -2.03M
Decreased by -3.12%
Sep 30, 23
16 Nuveen Asset Management, LLC 53.24M (0.72%) -768.56K
Decreased by -1.44%
Sep 30, 23
17 Legal & General Group PLC 49.12M (0.66%) -2.29M
Decreased by -4.67%
Sep 30, 23
18 AllianceBernstein L.P. 46.54M (0.63%) 1.05M
Increased by +2.25%
Sep 30, 23
19 Charles Schwab Investment Management Inc 43.43M (0.58%) 261.55K
Increased by +0.60%
Sep 30, 23
20 UBS Asset Mgmt Americas Inc 42.01M (0.57%) 2.79M
Increased by +6.64%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 232.88M (3.14%) 317.45K
Increased by +0.14%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 181.09M (2.44%) 1.67M
Increased by +0.92%
Nov 30, 23
3 SPDR® S&P 500 ETF Trust 91.61M (1.23%) -643.71K
Decreased by -0.70%
Dec 31, 23
4 Fidelity® 500 Index 86.58M (1.17%) 550.96K
Increased by +0.64%
Nov 30, 23
5 iShares Core S&P 500 ETF 74.03M (1.00%) 44.19K
Increased by +0.06%
Dec 29, 23
6 Vanguard Growth Index Investor 65.45M (0.88%) 357.81K
Increased by +0.55%
Nov 30, 23
7 Invesco QQQ Trust 52.63M (0.71%) 117.10K
Increased by +0.22%
Dec 29, 23
8 Vanguard Institutional Index I 49.52M (0.67%) -109.13K
Decreased by -0.22%
Nov 30, 23
9 American Funds Growth Fund of Amer A 39.31M (0.53%) -451.44K
Decreased by -1.15%
Sep 30, 23
10 Capital Group Growth Fnd of Amer Comp 39.31M (0.53%) -451.44K
Decreased by -1.15%
Sep 30, 23
11 Vanguard Information Technology ETF 36.30M (0.49%) 4.79M
Increased by +13.19%
Nov 30, 23
12 State St S&P 500® Indx SL Cl III 35.49M (0.48%) 1.40K
Increased by +0.00%
Dec 31, 23
13 Technology Select Sector SPDR® ETF 34.74M (0.47%) 11.45K
Increased by +0.03%
Dec 31, 23
14 American Funds Washington Mutual A 29.29M (0.39%) 398.33K
Increased by +1.36%
Sep 30, 23
15 Capital Group Wash Mutual Invtrs Comp 29.29M (0.39%) 398.33K
Increased by +1.36%
Sep 30, 23
16 Blackrock Eq Idx Fund CF 26.57M (0.36%) 203.36K
Increased by +0.77%
Dec 31, 23
17 American Funds Invmt Co of Amer A 26.40M (0.36%) -48.08K
Decreased by -0.18%
Sep 30, 23
18 Capital Group Investment Co of Amer Comp 26.40M (0.36%) -48.08K
Decreased by -0.18%
Sep 30, 23
19 American Funds American Balanced A 26.11M (0.35%) 237.90K
Increased by +0.91%
Sep 30, 23
20 iShares Russell 1000 Growth ETF 25.63M (0.35%) -42.77K
Decreased by -0.17%
Dec 29, 23