Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKF 1000.00%
2 IVV 1000.00%
3 JKI 1000.00%
4 JKG 1000.00%
5 IVE 1000.00%
6 IUSV 1000.00%
7 ITOT 1000.00%
8 IWD 1000.00%
9 IMCV 1000.00%
10 IMCG 1000.00%
11 IMCB 1000.00%
12 ILCV 1000.00%
13 ILCG 1000.00%
14 ILCB 1000.00%
15 IAI 1000.00%
16 IWR 1000.00%
17 IWS 1000.00%
18 IWV 1000.00%
19 IWB 1000.00%
20 IXG 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Investors Finance Co PLC 58.18M (17.11%) 0.00
Increased by 0.00%
Sep 30, 23
2 Vanguard Group Inc 44.32M (13.03%) -336.46K
Decreased by -0.76%
Sep 30, 23
3 BlackRock Inc 30.98M (9.11%) 833.51K
Increased by +2.69%
Sep 30, 23
4 Massachusetts Financial Services Company 25.59M (7.53%) -2.77M
Decreased by -10.84%
Sep 30, 23
5 State Street Corporation 14.20M (4.18%) -234.08K
Decreased by -1.65%
Sep 30, 23
6 Franklin Resources Inc 8.47M (2.49%) 2.00M
Increased by +23.57%
Sep 30, 23
7 Geode Capital Management, LLC 8.10M (2.38%) 174.75K
Increased by +2.16%
Sep 30, 23
8 Capital World Investors 7.95M (2.34%) -2.71M
Decreased by -34.13%
Sep 30, 23
9 Manufacturers Life Insurance Co 6.28M (1.85%) 4.28M
Increased by +68.15%
Sep 30, 23
10 Diamond Hill Capital Management Inc 4.92M (1.45%) -130.80K
Decreased by -2.66%
Sep 30, 23
11 Ameriprise Financial Inc 4.79M (1.41%) 681.24K
Increased by +14.23%
Sep 30, 23
12 Goldman Sachs Group Inc 4.52M (1.33%) -1.13M
Decreased by -25.02%
Sep 30, 23
13 Bank of America Corp 4.27M (1.26%) 697.88K
Increased by +16.35%
Sep 30, 23
14 Morgan Stanley - Brokerage Accounts 4.10M (1.21%) -1.63M
Decreased by -39.85%
Sep 30, 23
15 Two Sigma Investments LLC 3.46M (1.02%) -376.71K
Decreased by -10.88%
Sep 30, 23
16 Northern Trust Corp 3.36M (0.99%) 171.96K
Increased by +5.11%
Sep 30, 23
17 Two Sigma Advisers, LLC 3.28M (0.96%) -801.50K
Decreased by -24.47%
Sep 30, 23
18 Bank of New York Mellon Corp 3.11M (0.91%) -12.05K
Decreased by -0.39%
Sep 30, 23
19 Citadel Advisors Llc 3.07M (0.90%) 848.94K
Increased by +27.63%
Sep 30, 23
20 BB&T Corp. 2.85M (0.84%) -49.18K
Decreased by -1.73%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers SDI Index 55.43M (16.30%) 0.00
Increased by 0.00%
Mar 31, 23
2 MFS Large Cap Value Equity 15.22M (4.48%) -412.71K
Decreased by -2.71%
Sep 30, 23
3 MFS Value A 14.97M (4.40%) -166.02K
Decreased by -1.11%
Nov 30, 23
4 Vanguard Total Stock Mkt Idx Inv 12.31M (3.62%) 15.34K
Increased by +0.12%
Nov 30, 23
5 Vanguard Mid Cap Index Institutional 8.94M (2.63%) 11.13K
Increased by +0.12%
Nov 30, 23
6 Vanguard Institutional 500 Index Trust 8.27M (2.43%) 83.21K
Increased by +1.01%
Nov 30, 23
7 Franklin Rising Dividends A 6.94M (2.04%) 0.00
Increased by 0.00%
Oct 31, 23
8 Franklin Rising Dividends Fund A 6.94M (2.04%) 0.00
Increased by 0.00%
Nov 30, 23
9 SPDR® S&P 500 ETF Trust 4.18M (1.23%) -29.49K
Decreased by -0.71%
Dec 31, 23
10 Fidelity® 500 Index 3.95M (1.16%) 25.14K
Increased by +0.64%
Nov 30, 23
11 Diamond Hill Large Cap Equity 3.90M (1.15%) -68.57K
Decreased by -1.76%
Dec 31, 23
12 American Funds Washington Mutual A 3.49M (1.03%) -3.20M
Decreased by -91.89%
Sep 30, 23
13 Capital Group Wash Mutual Invtrs Comp 3.49M (1.03%) -3.20M
Decreased by -91.89%
Sep 30, 23
14 iShares Core S&P 500 ETF 3.39M (1.00%) 2.02K
Increased by +0.06%
Dec 29, 23
15 Vanguard Value Index Inv 3.36M (0.99%) 4.74K
Increased by +0.14%
Nov 30, 23
16 Vanguard Mid-Cap Value ETF 3.16M (0.93%) -13.97K
Decreased by -0.44%
Nov 30, 23
17 American Funds Growth Fund of Amer A 2.31M (0.68%) -7.74K
Decreased by -0.34%
Sep 30, 23
18 Capital Group Growth Fnd of Amer Comp 2.31M (0.68%) -7.74K
Decreased by -0.34%
Sep 30, 23
19 Vanguard Institutional Index I 2.26M (0.66%) -7.60K
Decreased by -0.34%
Nov 30, 23
20 Diamond Hill Large Cap Inv 2.26M (0.66%) -149.51K
Decreased by -6.62%
Dec 31, 23