Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 107.84M (8.99%) 33.11K
Increased by +0.03%
Sep 30, 23
2 BlackRock Inc 90.86M (7.57%) -1.97M
Decreased by -2.17%
Sep 30, 23
3 State Street Corporation 54.50M (4.54%) -712.19K
Decreased by -1.31%
Sep 30, 23
4 Morgan Stanley - Brokerage Accounts 26.54M (2.21%) -2.73M
Decreased by -10.27%
Sep 30, 23
5 Wellington Management Company LLP 23.40M (1.95%) -5.25M
Decreased by -22.44%
Sep 30, 23
6 Geode Capital Management, LLC 23.25M (1.94%) 335.44K
Increased by +1.44%
Sep 30, 23
7 Capital Research & Mgmt Co - Division 3 20.47M (1.71%) 1.05M
Increased by +5.15%
Sep 30, 23
8 Bank of New York Mellon Corp 19.56M (1.63%) -569.27K
Decreased by -2.91%
Sep 30, 23
9 AllianceBernstein L.P. 19.05M (1.59%) -3.32M
Decreased by -17.41%
Sep 30, 23
10 FMR Inc 18.50M (1.54%) 125.75K
Increased by +0.68%
Sep 30, 23
11 Northern Trust Corp 15.56M (1.30%) 674.20K
Increased by +4.33%
Sep 30, 23
12 Wells Fargo & Co 13.68M (1.14%) 217.52K
Increased by +1.59%
Sep 30, 23
13 Goldman Sachs Group Inc 11.58M (0.97%) 874.56K
Increased by +7.55%
Sep 30, 23
14 JPMorgan Chase & Co 11.29M (0.94%) -1.95M
Decreased by -17.29%
Sep 30, 23
15 Edgewood Management LLC 10.46M (0.87%) -305.66K
Decreased by -2.92%
Sep 30, 23
16 Fisher Asset Management, LLC 9.67M (0.81%) 150.77K
Increased by +1.56%
Sep 30, 23
17 Bank of America Corp 9.67M (0.81%) -3.79M
Decreased by -39.17%
Sep 30, 23
18 T. Rowe Price Associates, Inc. 9.14M (0.76%) -604.39K
Decreased by -6.61%
Sep 30, 23
19 Jennison Associates LLC 8.48M (0.71%) -157.86K
Decreased by -1.86%
Sep 30, 23
20 Legal & General Group PLC 8.39M (0.70%) -370.92K
Decreased by -4.42%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 38.39M (3.20%) 53.32K
Increased by +0.14%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 29.86M (2.49%) 277.54K
Increased by +0.93%
Nov 30, 23
3 SPDR® S&P 500 ETF Trust 15.09M (1.26%) -106.00K
Decreased by -0.70%
Dec 31, 23
4 Fidelity® 500 Index 14.28M (1.19%) 90.84K
Increased by +0.64%
Nov 30, 23
5 Vanguard Dividend Growth Inv 14.00M (1.17%) 0.00
Increased by 0.00%
Sep 30, 23
6 iShares Core S&P 500 ETF 12.19M (1.02%) 7.28K
Increased by +0.06%
Dec 29, 23
7 Vanguard Growth Index Investor 10.79M (0.90%) 59.09K
Increased by +0.55%
Nov 30, 23
8 iShares MSCI USA Quality Factor ETF 9.29M (0.77%) 5.68K
Increased by +0.06%
Dec 29, 23
9 Vanguard Institutional Index I 8.16M (0.68%) -17.63K
Decreased by -0.22%
Nov 30, 23
10 Vanguard Dividend Appreciation ETF 7.14M (0.59%) 48.71K
Increased by +0.68%
Nov 30, 23
11 Consumer Discret Sel Sect SPDR® ETF 7.00M (0.58%) 619.30K
Increased by +8.84%
Dec 31, 23
12 Fundsmith Equity I Acc 6.15M (0.51%) 0.00
Increased by 0.00%
Jun 30, 23
13 American Funds Washington Mutual A 5.91M (0.49%) 356.16K
Increased by +6.02%
Sep 30, 23
14 Capital Group Wash Mutual Invtrs Comp 5.91M (0.49%) 356.16K
Increased by +6.02%
Sep 30, 23
15 State St S&P 500® Indx SL Cl III 5.84M (0.49%) -7.20K
Decreased by -0.12%
Dec 31, 23
16 SPDR® Dow Jones Industrial Avrg ETF Tr 5.68M (0.47%) 29.65K
Increased by +0.52%
Dec 31, 23
17 Edgewood Growth Instl 5.50M (0.46%) -194.93K
Decreased by -3.55%
Sep 30, 23
18 American Funds Growth Fund of Amer A 4.72M (0.39%) -885.61K
Decreased by -18.76%
Sep 30, 23
19 Capital Group Growth Fnd of Amer Comp 4.72M (0.39%) -885.61K
Decreased by -18.76%
Sep 30, 23
20 Blackrock Eq Idx Fund CF 4.38M (0.36%) 28.27K
Increased by +0.65%
Dec 31, 23