Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYY 1000.00%
2 ILCG 1000.00%
3 ITOT 1000.00%
4 ILCB 1000.00%
5 IUSG 1000.00%
6 JKE 1000.00%
7 IWL 1000.00%
8 IGM 1000.00%
9 IWV 1000.00%
10 IWY 1000.00%
11 JKD 1000.00%
12 IXP 1000.00%
13 IRBO 1000.00%
14 IYC 1000.00%
15 IVV 1000.00%
16 IVW 1000.00%
17 IWB 1000.00%
18 IWF 1000.00%
19 IWFH 1000.00%
20 GNAF 10.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 36.26M (8.40%) 81.26K
Increased by +0.22%
Sep 30, 23
2 BlackRock Inc 29.97M (6.94%) 58.50K
Increased by +0.20%
Sep 30, 23
3 FMR Inc 22.38M (5.18%) -1.17M
Decreased by -5.21%
Sep 30, 23
4 State Street Corporation 16.28M (3.77%) -422.89K
Decreased by -2.60%
Sep 30, 23
5 T. Rowe Price Associates, Inc. 12.33M (2.86%) -47.06K
Decreased by -0.38%
Sep 30, 23
6 Capital World Investors 11.67M (2.70%) 235.06K
Increased by +2.01%
Sep 30, 23
7 Capital Research Global Investors 10.66M (2.47%) -6.82M
Decreased by -63.95%
Sep 30, 23
8 JPMorgan Chase & Co 9.52M (2.20%) -78.77K
Decreased by -0.83%
Sep 30, 23
9 Capital Research & Mgmt Co - Division 3 9.06M (2.10%) -2.10M
Decreased by -23.20%
Sep 30, 23
10 Geode Capital Management, LLC 8.54M (1.98%) 147.41K
Increased by +1.73%
Sep 30, 23
11 Polen Capital 6.44M (1.49%) -170.76K
Decreased by -2.65%
Sep 30, 23
12 Morgan Stanley - Brokerage Accounts 6.11M (1.42%) -116.28K
Decreased by -1.90%
Sep 30, 23
13 Baillie Gifford & Co Limited. 5.32M (1.23%) -343.35K
Decreased by -6.45%
Sep 30, 23
14 Edgewood Management LLC 4.74M (1.10%) -152.37K
Decreased by -3.22%
Sep 30, 23
15 Northern Trust Corp 4.63M (1.07%) 96.94K
Increased by +2.09%
Sep 30, 23
16 Loomis, Sayles & Company LP 4.56M (1.06%) -160.41K
Decreased by -3.52%
Sep 30, 23
17 Fisher Asset Management, LLC 4.04M (0.94%) 51.97K
Increased by +1.29%
Sep 30, 23
18 Jennison Associates LLC 3.88M (0.90%) 759.38K
Increased by +19.58%
Sep 30, 23
19 Amvescap Plc. 3.44M (0.80%) -73.52K
Decreased by -2.14%
Sep 30, 23
20 Bank of New York Mellon Corp 3.44M (0.80%) -39.78K
Decreased by -1.16%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 13.89M (3.22%) 19.49K
Increased by +0.14%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 10.70M (2.48%) 99.31K
Increased by +0.93%
Nov 30, 23
3 American Funds Growth Fund of Amer A 9.37M (2.17%) -2.27M
Decreased by -24.23%
Sep 30, 23
4 Capital Group Growth Fnd of Amer Comp 9.37M (2.17%) -2.27M
Decreased by -24.23%
Sep 30, 23
5 Invesco QQQ Trust 8.00M (1.85%) 17.80K
Increased by +0.22%
Dec 29, 23
6 SPDR® S&P 500 ETF Trust 5.40M (1.25%) -37.96K
Decreased by -0.70%
Dec 31, 23
7 Fidelity® 500 Index 5.16M (1.20%) 32.86K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 4.36M (1.01%) 2.60K
Increased by +0.06%
Dec 29, 23
9 JPM US Large Cap Growth-MA 4.00M (0.93%) 3.64M
Increased by +90.96%
Sep 30, 23
10 JPMorgan Large Cap Growth I 4.00M (0.93%) 0.00
Increased by 0.00%
Nov 30, 23
11 Fidelity® Contrafund® 3.84M (0.89%) 0.00
Increased by 0.00%
Nov 30, 23
12 Vanguard Growth Index Investor 3.80M (0.88%) 21.35K
Increased by +0.56%
Nov 30, 23
13 American Funds Invmt Co of Amer A 3.75M (0.87%) -1.40M
Decreased by -37.21%
Sep 30, 23
14 Capital Group Investment Co of Amer Comp 3.75M (0.87%) -1.40M
Decreased by -37.21%
Sep 30, 23
15 American Funds IS® Growth 1 3.39M (0.78%) -146.42K
Decreased by -4.32%
Sep 30, 23
16 Capital Group Growth Composite 3.39M (0.78%) -146.42K
Decreased by -4.32%
Sep 30, 23
17 Vanguard Institutional Index I 2.95M (0.68%) -6.54K
Decreased by -0.22%
Nov 30, 23
18 American Funds American Balanced A 2.85M (0.66%) -201.61K
Decreased by -7.07%
Sep 30, 23
19 American Funds New Perspective A 2.48M (0.58%) -11.28K
Decreased by -0.45%
Sep 30, 23
20 Capital Group New Perspective Comp 2.48M (0.58%) -11.28K
Decreased by -0.45%
Sep 30, 23