Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IGM 1000.00%
2 IUSG 1000.00%
3 ITOT 1000.00%
4 IRBO 1000.00%
5 IOO 1000.00%
6 IDAT 1000.00%
7 ILCB 1000.00%
8 JKE 1000.00%
9 JKD 1000.00%
10 GLOF 1000.00%
11 IYY 1000.00%
12 IYW 1000.00%
13 IXN 1000.00%
14 IWY 1000.00%
15 IWV 1000.00%
16 IBLC 1000.00%
17 IWL 1000.00%
18 IWF 1000.00%
19 IWB 1000.00%
20 IVW 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 203.68M (8.59%) 2.29M
Increased by +1.12%
Sep 30, 23
2 BlackRock Inc 179.72M (7.58%) -2.38M
Decreased by -1.32%
Sep 30, 23
3 FMR Inc 129.02M (5.44%) -2.47M
Decreased by -1.92%
Sep 30, 23
4 State Street Corporation 88.69M (3.74%) -2.82M
Decreased by -3.18%
Sep 30, 23
5 T. Rowe Price Associates, Inc. 53.26M (2.25%) -1.46M
Decreased by -2.74%
Sep 30, 23
6 Geode Capital Management, LLC 48.51M (2.05%) 1.05M
Increased by +2.17%
Sep 30, 23
7 JPMorgan Chase & Co 34.80M (1.47%) -768.14K
Decreased by -2.21%
Sep 30, 23
8 Morgan Stanley - Brokerage Accounts 32.70M (1.38%) -556.44K
Decreased by -1.70%
Sep 30, 23
9 Northern Trust Corp 26.31M (1.11%) 910.01K
Increased by +3.46%
Sep 30, 23
10 Bank of America Corp 21.38M (0.90%) -821.38K
Decreased by -3.84%
Sep 30, 23
11 Bank of New York Mellon Corp 21.09M (0.89%) -1.03M
Decreased by -4.89%
Sep 30, 23
12 Jennison Associates LLC 18.90M (0.80%) -2.22M
Decreased by -11.72%
Sep 30, 23
13 Nuveen Asset Management, LLC 17.69M (0.75%) -397.78K
Decreased by -2.25%
Sep 30, 23
14 Legal & General Group PLC 16.15M (0.68%) -714.11K
Decreased by -4.42%
Sep 30, 23
15 Goldman Sachs Group Inc 15.11M (0.64%) 46.56K
Increased by +0.31%
Sep 30, 23
16 GQG Partners LLC 14.04M (0.59%) 100.78K
Increased by +0.72%
Sep 30, 23
17 Baillie Gifford & Co Limited. 13.78M (0.58%) -1.80M
Decreased by -13.05%
Sep 30, 23
18 UBS Asset Mgmt Americas Inc 13.69M (0.58%) -458.50K
Decreased by -3.35%
Sep 30, 23
19 Charles Schwab Investment Management Inc 13.20M (0.56%) 77.09K
Increased by +0.58%
Sep 30, 23
20 AllianceBernstein L.P. 12.70M (0.54%) 410.57K
Increased by +3.23%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 73.55M (3.10%) 100.15K
Increased by +0.14%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 60.20M (2.54%) 556.14K
Increased by +0.92%
Nov 30, 23
3 SPDR® S&P 500 ETF Trust 30.44M (1.28%) -213.89K
Decreased by -0.70%
Dec 31, 23
4 Fidelity® 500 Index 28.78M (1.21%) 183.16K
Increased by +0.64%
Nov 30, 23
5 iShares Core S&P 500 ETF 24.60M (1.04%) 14.68K
Increased by +0.06%
Dec 29, 23
6 Vanguard Growth Index Investor 20.67M (0.87%) 113.00K
Increased by +0.55%
Nov 30, 23
7 2ndVote Advisers Shareholders First 20.13M (0.85%) 0.00
Increased by 0.00%
Mar 31, 23
8 Invesco QQQ Trust 17.49M (0.74%) 38.92K
Increased by +0.22%
Dec 29, 23
9 Fidelity Growth Compy Commingled Pl O 17.48M (0.74%) -347.50K
Decreased by -1.99%
Nov 30, 23
10 Vanguard Institutional Index I 16.46M (0.69%) -36.34K
Decreased by -0.22%
Nov 30, 23
11 Fidelity® Growth Company 13.25M (0.56%) -63.40K
Decreased by -0.48%
Nov 30, 23
12 State St S&P 500® Indx SL Cl III 11.79M (0.50%) -900.00
Decreased by -0.01%
Dec 31, 23
13 Fidelity® Blue Chip Growth 10.48M (0.44%) -242.10K
Decreased by -2.31%
Nov 30, 23
14 Fidelity® Contrafund® 10.03M (0.42%) 95.50K
Increased by +0.95%
Nov 30, 23
15 Blackrock Eq Idx Fund CF 8.83M (0.37%) 64.64K
Increased by +0.73%
Dec 31, 23
16 iShares Russell 1000 Growth ETF 8.18M (0.35%) -13.65K
Decreased by -0.17%
Dec 29, 23
17 American Funds Growth Fund of Amer A 7.55M (0.32%) -106.14K
Decreased by -1.41%
Sep 30, 23
18 Capital Group Growth Fnd of Amer Comp 7.55M (0.32%) -106.14K
Decreased by -1.41%
Sep 30, 23
19 T. Rowe Price Blue Chip Growth 7.33M (0.31%) -404.73K
Decreased by -5.52%
Sep 30, 23
20 T. Rowe Price US Lrg-Cap Core Gr Eq Comp 7.33M (0.31%) -404.73K
Decreased by -5.52%
Sep 30, 23