Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ILCB 1000.00%
2 IXN 1000.00%
3 IWX 1000.00%
4 IWV 1000.00%
5 IWL 1000.00%
6 IYY 1000.00%
7 ILCV 1000.00%
8 IGM 1000.00%
9 IWD 1000.00%
10 JKF 1000.00%
11 JKD 1000.00%
12 IYW 1000.00%
13 IWB 1000.00%
14 IVV 1000.00%
15 IVRS 1000.00%
16 IVE 1000.00%
17 IUSV 1000.00%
18 IDAT 1000.00%
19 ITOT 1000.00%
20 BERZ 6.67%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 94.23M (8.56%) 305.86K
Increased by +0.32%
Sep 30, 23
2 BlackRock Inc 85.78M (7.80%) -422.85K
Decreased by -0.49%
Sep 30, 23
3 State Street Corporation 45.13M (4.10%) -1.07M
Decreased by -2.37%
Sep 30, 23
4 PRIMECAP Management Company 37.64M (3.42%) -375.83K
Decreased by -1.00%
Sep 30, 23
5 Capital Research Global Investors 37.29M (3.39%) -14.88M
Decreased by -39.89%
Sep 30, 23
6 Sanders Capital, LLC 22.08M (2.01%) 54.64K
Increased by +0.25%
Sep 30, 23
7 FMR Inc 21.90M (1.99%) 7.09M
Increased by +32.37%
Sep 30, 23
8 Capital World Investors 21.35M (1.94%) 24.91K
Increased by +0.12%
Sep 30, 23
9 Geode Capital Management, LLC 21.09M (1.92%) 256.46K
Increased by +1.22%
Sep 30, 23
10 T. Rowe Price Associates, Inc. 18.60M (1.69%) 147.07K
Increased by +0.79%
Sep 30, 23
11 Wellington Management Company LLP 17.38M (1.58%) 5.26M
Increased by +30.24%
Sep 30, 23
12 Morgan Stanley - Brokerage Accounts 17.30M (1.57%) 2.85M
Increased by +16.49%
Sep 30, 23
13 Capital Research & Mgmt Co - Division 3 15.54M (1.41%) 122.17K
Increased by +0.79%
Sep 30, 23
14 Bank of New York Mellon Corp 11.43M (1.04%) -1.03M
Decreased by -9.04%
Sep 30, 23
15 Northern Trust Corp 10.83M (0.98%) 80.34K
Increased by +0.74%
Sep 30, 23
16 Goldman Sachs Group Inc 10.53M (0.96%) 5.79M
Increased by +55.03%
Sep 30, 23
17 ING Investment Management LLC 8.97M (0.82%) 574.51K
Increased by +6.40%
Sep 30, 23
18 UBS Asset Mgmt Americas Inc 8.86M (0.81%) 516.82K
Increased by +5.83%
Sep 30, 23
19 Amvescap Plc. 8.81M (0.80%) 927.30K
Increased by +10.53%
Sep 30, 23
20 JPMorgan Chase & Co 8.31M (0.76%) 4.52M
Increased by +54.38%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 34.33M (3.12%) 41.47K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 26.70M (2.43%) 249.62K
Increased by +0.94%
Nov 30, 23
3 Vanguard PRIMECAP Inv 23.65M (2.15%) -97.79K
Decreased by -0.41%
Sep 30, 23
4 Invesco QQQ Trust 20.19M (1.83%) 44.92K
Increased by +0.22%
Dec 29, 23
5 American Funds Growth Fund of Amer A 17.20M (1.56%) -3.33M
Decreased by -19.37%
Sep 30, 23
6 Capital Group Growth Fnd of Amer Comp 17.20M (1.56%) -3.33M
Decreased by -19.37%
Sep 30, 23
7 American Funds Fundamental Invs A 14.52M (1.32%) -8.94K
Decreased by -0.06%
Sep 30, 23
8 Capital Group Fundamental Invtrs Comp 14.52M (1.32%) -8.94K
Decreased by -0.06%
Sep 30, 23
9 SPDR® S&P 500 ETF Trust 13.51M (1.23%) -95.05K
Decreased by -0.70%
Dec 31, 23
10 Fidelity® 500 Index 12.76M (1.16%) 81.22K
Increased by +0.64%
Nov 30, 23
11 Capital Group AMCAP Composite 11.81M (1.07%) -883.64K
Decreased by -7.48%
Sep 30, 23
12 VA CollegeAmerica Amcap 529A 11.81M (1.07%) -883.64K
Decreased by -7.48%
Sep 30, 23
13 iShares Core S&P 500 ETF 10.94M (0.99%) 6.53K
Increased by +0.06%
Dec 29, 23
14 Vanguard Value Index Inv 9.39M (0.85%) 23.45K
Increased by +0.25%
Nov 30, 23
15 American Funds Invmt Co of Amer A 9.28M (0.84%) -2.93M
Decreased by -31.53%
Sep 30, 23
16 Capital Group Investment Co of Amer Comp 9.28M (0.84%) -2.93M
Decreased by -31.53%
Sep 30, 23
17 Vanguard Institutional Index I 7.30M (0.66%) -16.44K
Decreased by -0.23%
Nov 30, 23
18 Technology Select Sector SPDR® ETF 6.98M (0.63%) 2.30K
Increased by +0.03%
Dec 31, 23
19 Vanguard Windsor™ II Inv 6.39M (0.58%) 0.00
Increased by 0.00%
Sep 30, 23
20 Vanguard Information Technology ETF 6.09M (0.55%) -24.62K
Decreased by -0.40%
Nov 30, 23