Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKG 1000.00%
2 IWS 1000.00%
3 ILCB 1000.00%
4 IWR 1000.00%
5 IWP 1000.00%
6 IWF 1000.00%
7 IWD 1000.00%
8 IGM 1000.00%
9 JKF 1000.00%
10 JKI 1000.00%
11 GLOF 1000.00%
12 IWB 1000.00%
13 IUSV 1000.00%
14 IVW 1000.00%
15 IVV 1000.00%
16 IUSG 1000.00%
17 JKE 1000.00%
18 ITOT 1000.00%
19 IYY 1000.00%
20 IVE 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.82M (13.08%) -821.41K
Decreased by -3.06%
Sep 30, 23
2 BlackRock Inc 18.34M (8.94%) 100.85K
Increased by +0.55%
Sep 30, 23
3 PRIMECAP Management Company 15.24M (7.43%) -239.27K
Decreased by -1.57%
Sep 30, 23
4 State Street Corporation 9.11M (4.44%) -210.35K
Decreased by -2.31%
Sep 30, 23
5 Capital Research & Mgmt Co - Division 3 6.88M (3.35%) -6.82M
Decreased by -99.19%
Sep 30, 23
6 Ameriprise Financial Inc 6.24M (3.04%) -242.16K
Decreased by -3.88%
Sep 30, 23
7 Geode Capital Management, LLC 5.28M (2.58%) 483.79K
Increased by +9.16%
Sep 30, 23
8 Beutel, Goodman & Company Ltd. 4.38M (2.13%) -585.00
Decreased by -0.01%
Sep 30, 23
9 First Trust Advisors L.P. 3.58M (1.75%) -2.88M
Decreased by -80.45%
Sep 30, 23
10 Arrowstreet Capital Limited Partnership 2.98M (1.45%) 958.48K
Increased by +32.17%
Sep 30, 23
11 Amvescap Plc. 2.61M (1.27%) -797.37K
Decreased by -30.53%
Sep 30, 23
12 Amundi 2.53M (1.23%) 113.83K
Increased by +4.50%
Sep 30, 23
13 UBS Asset Mgmt Americas Inc 2.35M (1.15%) 852.38K
Increased by +36.20%
Sep 30, 23
14 Northern Trust Corp 2.30M (1.12%) 47.04K
Increased by +2.05%
Sep 30, 23
15 Morgan Stanley - Brokerage Accounts 2.20M (1.08%) -8.56K
Decreased by -0.39%
Sep 30, 23
16 Bank of New York Mellon Corp 2.20M (1.07%) -92.50K
Decreased by -4.20%
Sep 30, 23
17 Goldman Sachs Group Inc 2.13M (1.04%) 199.58K
Increased by +9.36%
Sep 30, 23
18 Legal & General Group PLC 2.05M (1.00%) -61.17K
Decreased by -2.98%
Sep 30, 23
19 Charles Schwab Investment Management Inc 1.78M (0.87%) 1.24K
Increased by +0.07%
Sep 30, 23
20 Edmond de Rothschild Holding S.A. 1.74M (0.85%) -20.78K
Decreased by -1.20%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard PRIMECAP Inv 8.31M (4.05%) -11.17K
Decreased by -0.13%
Sep 30, 23
2 Vanguard Total Stock Mkt Idx Inv 6.60M (3.22%) 7.29K
Increased by +0.11%
Nov 30, 23
3 Vanguard Institutional 500 Index Trust 5.14M (2.50%) 46.78K
Increased by +0.91%
Nov 30, 23
4 Vanguard Mid Cap Index Institutional 4.79M (2.34%) 5.47K
Increased by +0.11%
Nov 30, 23
5 American Funds Washington Mutual A 3.30M (1.61%) -2.50M
Decreased by -75.96%
Sep 30, 23
6 Capital Group Wash Mutual Invtrs Comp 3.30M (1.61%) -2.50M
Decreased by -75.96%
Sep 30, 23
7 Vanguard Capital Opportunity Inv 2.75M (1.34%) 0.00
Increased by 0.00%
Sep 30, 23
8 Columbia Seligman Tech & Info A 2.68M (1.31%) 0.00
Increased by 0.00%
Nov 30, 23
9 Columbia Seligman Technology Growth 2.68M (1.31%) -39.50K
Decreased by -1.47%
Sep 30, 23
10 SPDR® S&P 500 ETF Trust 2.57M (1.26%) -18.10K
Decreased by -0.70%
Dec 31, 23
11 Fidelity® 500 Index 2.46M (1.20%) 15.63K
Increased by +0.64%
Nov 30, 23
12 First Trust Capital Strength ETF 2.15M (1.05%) 0.00
Increased by 0.00%
Dec 28, 23
13 iShares Core S&P 500 ETF 2.08M (1.01%) 1.24K
Increased by +0.06%
Dec 29, 23
14 First Trust Rising Dividend Achiev ETF 2.04M (1.00%) 2.87K
Increased by +0.14%
Dec 28, 23
15 Vanguard Value Index Inv 1.81M (0.88%) 4.13K
Increased by +0.23%
Nov 30, 23
16 Vanguard Mid-Cap Value ETF 1.70M (0.83%) -7.42K
Decreased by -0.44%
Nov 30, 23
17 American Funds Fundamental Invs A 1.66M (0.81%) -727.32K
Decreased by -43.90%
Sep 30, 23
18 Capital Group Fundamental Invtrs Comp 1.66M (0.81%) -727.32K
Decreased by -43.90%
Sep 30, 23