Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.37M (12.31%) -96.93K
Decreased by -0.48%
Sep 30, 23
2 BlackRock Inc 14.11M (8.53%) -556.46K
Decreased by -3.94%
Sep 30, 23
3 Capital World Investors 12.13M (7.34%) -298.01K
Decreased by -2.46%
Sep 30, 23
4 State Street Corporation 6.85M (4.14%) -168.12K
Decreased by -2.45%
Sep 30, 23
5 AllianceBernstein L.P. 3.58M (2.16%) 238.04K
Increased by +6.66%
Sep 30, 23
6 Geode Capital Management, LLC 3.30M (1.99%) 73.76K
Increased by +2.24%
Sep 30, 23
7 Macquarie Group Ltd 2.66M (1.61%) -152.71K
Decreased by -5.75%
Sep 30, 23
8 FMR Inc 2.35M (1.42%) 37.72K
Increased by +1.60%
Sep 30, 23
9 Amundi 2.12M (1.28%) 157.40K
Increased by +7.42%
Sep 30, 23
10 Raymond James & Associates 2.06M (1.25%) 67.53K
Increased by +3.28%
Sep 30, 23
11 Amvescap Plc. 2.01M (1.21%) 8.51K
Increased by +0.42%
Sep 30, 23
12 Neuberger Berman Group LLC 1.86M (1.12%) 18.51K
Increased by +1.00%
Sep 30, 23
13 Northern Trust Corp 1.84M (1.11%) 27.87K
Increased by +1.51%
Sep 30, 23
14 Wellington Management Company LLP 1.82M (1.10%) -232.28K
Decreased by -12.77%
Sep 30, 23
15 Nuveen Asset Management, LLC 1.71M (1.03%) -49.12K
Decreased by -2.87%
Sep 30, 23
16 Deutsche Bank AG 1.70M (1.03%) -118.35K
Decreased by -6.97%
Sep 30, 23
17 Goldman Sachs Group Inc 1.69M (1.02%) 157.30K
Increased by +9.30%
Sep 30, 23
18 Bessemer Group Inc 1.66M (1.00%) 358.17K
Increased by +21.62%
Sep 30, 23
19 JPMorgan Chase & Co 1.61M (0.97%) 36.06K
Increased by +2.25%
Sep 30, 23
20 Morgan Stanley - Brokerage Accounts 1.42M (0.86%) -81.14K
Decreased by -5.70%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.24M (3.17%) 8.99K
Increased by +0.17%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 4.07M (2.46%) 37.44K
Increased by +0.92%
Nov 30, 23
3 Vanguard Mid Cap Index Institutional 3.80M (2.30%) 4.78K
Increased by +0.13%
Nov 30, 23
4 American Funds Growth Fund of Amer A 3.70M (2.23%) -268.15K
Decreased by -7.26%
Sep 30, 23
5 Capital Group Growth Fnd of Amer Comp 3.70M (2.23%) -268.15K
Decreased by -7.26%
Sep 30, 23
6 American Funds Washington Mutual A 2.48M (1.50%) -6.74K
Decreased by -0.27%
Sep 30, 23
7 Capital Group Wash Mutual Invtrs Comp 2.48M (1.50%) -6.74K
Decreased by -0.27%
Sep 30, 23
8 American Funds Fundamental Invs A 2.10M (1.27%) -51.64K
Decreased by -2.46%
Sep 30, 23
9 Capital Group Fundamental Invtrs Comp 2.10M (1.27%) -51.64K
Decreased by -2.46%
Sep 30, 23
10 SPDR® S&P 500 ETF Trust 2.06M (1.25%) 16.27K
Increased by +0.79%
Dec 29, 23
11 American Funds New Perspective A 1.97M (1.19%) 0.00
Increased by 0.00%
Sep 30, 23
12 Capital Group New Perspective Comp 1.97M (1.19%) 0.00
Increased by 0.00%
Sep 30, 23
13 Fidelity® 500 Index 1.95M (1.18%) 12.38K
Increased by +0.64%
Nov 30, 23
14 iShares Core S&P 500 ETF 1.65M (1.00%) 990.00
Increased by +0.06%
Dec 29, 23
15 iShares MSCI USA Min Vol Factor ETF 1.21M (0.73%) 828.00
Increased by +0.07%
Dec 29, 23
16 Fidelity® Magellan® 1.20M (0.73%) -800.00
Decreased by -0.07%
Nov 30, 23
17 Vanguard Mid-Cap Growth ETF 1.16M (0.70%) 3.64K
Increased by +0.31%
Nov 30, 23
18 Vanguard Institutional Index I 1.11M (0.67%) -2.76K
Decreased by -0.25%
Nov 30, 23
19 Technology Select Sector SPDR® ETF 1.05M (0.64%) -718.00
Decreased by -0.07%
Dec 29, 23
20 Vanguard Dividend Appreciation ETF 962.18K (0.58%) 6.74K
Increased by +0.70%
Nov 30, 23