Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GLOF 1000.00%
2 JKI 1000.00%
3 JKG 1000.00%
4 JKF 1000.00%
5 JKD 1000.00%
6 IYY 1000.00%
7 IYM 1000.00%
8 IWV 1000.00%
9 IWS 1000.00%
10 IWR 1000.00%
11 IWD 1000.00%
12 IWB 1000.00%
13 IVW 1000.00%
14 IVV 1000.00%
15 IVE 1000.00%
16 IUSV 1000.00%
17 IUSG 1000.00%
18 IMCV 1000.00%
19 IMCB 1000.00%
20 ILCV 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 29.98M (12.27%) -509.27K
Decreased by -1.70%
Sep 30, 23
2 State Farm Mutual Automobile Ins Co 26.34M (10.78%) -696.94K
Decreased by -2.65%
Sep 30, 23
3 BlackRock Inc 21.92M (8.97%) 81.50K
Increased by +0.37%
Sep 30, 23
4 State Street Corporation 11.68M (4.78%) -706.45K
Decreased by -6.05%
Sep 30, 23
5 FMR Inc 8.06M (3.30%) -287.00K
Decreased by -3.56%
Sep 30, 23
6 Geode Capital Management, LLC 5.52M (2.26%) 47.05K
Increased by +0.85%
Sep 30, 23
7 Dimensional Fund Advisors, Inc. 4.74M (1.94%) -345.99K
Decreased by -7.30%
Sep 30, 23
8 Northern Trust Corp 4.18M (1.71%) 149.59K
Increased by +3.58%
Sep 30, 23
9 Morgan Stanley - Brokerage Accounts 3.93M (1.61%) -138.03K
Decreased by -3.51%
Sep 30, 23
10 Capital World Investors 3.76M (1.54%) -30.00
Decreased by -0.00%
Sep 30, 23
11 Amvescap Plc. 2.26M (0.93%) 159.23K
Increased by +7.04%
Sep 30, 23
12 T. Rowe Price Associates, Inc. 2.07M (0.85%) 559.13K
Increased by +26.95%
Sep 30, 23
13 Goldman Sachs Group Inc 1.96M (0.80%) 55.90K
Increased by +2.85%
Sep 30, 23
14 Pacer Advisors, INC. 1.83M (0.75%) -31.69K
Decreased by -1.73%
Sep 30, 23
15 Bank of New York Mellon Corp 1.82M (0.74%) -88.55K
Decreased by -4.87%
Sep 30, 23
16 Legal & General Group PLC 1.65M (0.68%) -45.80K
Decreased by -2.77%
Sep 30, 23
17 Charles Schwab Investment Management Inc 1.46M (0.60%) 11.54K
Increased by +0.79%
Sep 30, 23
18 Wells Fargo & Co 1.39M (0.57%) -51.57K
Decreased by -3.72%
Sep 30, 23
19 First Trust Advisors L.P. 1.28M (0.52%) -42.99K
Decreased by -3.35%
Sep 30, 23
20 Bank of America Corp 1.24M (0.51%) -26.60K
Decreased by -2.14%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers LIF Index 38.27M (15.67%) 0.00
Increased by 0.00%
Mar 31, 23
2 Vanguard Total Stock Mkt Idx Inv 7.80M (3.19%) 9.40K
Increased by +0.12%
Nov 30, 23
3 Vanguard Institutional 500 Index Trust 6.06M (2.48%) 53.66K
Increased by +0.89%
Nov 30, 23
4 Vanguard Mid Cap Index Institutional 5.65M (2.31%) 6.84K
Increased by +0.12%
Nov 30, 23
5 SPDR® S&P 500 ETF Trust 3.03M (1.24%) -21.32K
Decreased by -0.70%
Dec 31, 23
6 Fidelity® Contrafund® 2.99M (1.22%) 46.00K
Increased by +1.54%
Nov 30, 23
7 Fidelity® 500 Index 2.90M (1.19%) 18.44K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 2.45M (1.00%) 1.46K
Increased by +0.06%
Dec 29, 23
9 Vanguard Value Index Inv 2.13M (0.87%) 8.07K
Increased by +0.38%
Nov 30, 23
10 Pacer US Cash Cows 100 ETF 2.05M (0.84%) 8.15K
Increased by +0.40%
Dec 29, 23
11 Vanguard Mid-Cap Value ETF 2.00M (0.82%) -8.85K
Decreased by -0.44%
Nov 30, 23
12 American Funds Washington Mutual A 1.99M (0.82%) -5.41K
Decreased by -0.27%
Sep 30, 23
13 Capital Group Wash Mutual Invtrs Comp 1.99M (0.82%) -5.41K
Decreased by -0.27%
Sep 30, 23
14 Vanguard Institutional Index I 1.66M (0.68%) -3.53K
Decreased by -0.21%
Nov 30, 23
15 Vanguard Dividend Appreciation ETF 1.45M (0.59%) 9.82K
Increased by +0.68%
Nov 30, 23
16 DFA US Large Cap Value I 1.38M (0.57%) -1.68K
Decreased by -0.12%
Nov 30, 23
17 Materials Select Sector SPDR® ETF 1.30M (0.53%) -81.40K
Decreased by -6.26%
Dec 31, 23
18 Fidelity Contrafund Commingled Pl O 1.23M (0.50%) 85.32K
Increased by +6.92%
Nov 30, 23
19 State St S&P 500® Indx SL Cl III 1.18M (0.48%) -12.20K
Decreased by -1.04%
Dec 31, 23