Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.44M (11.96%) -217.90K
Decreased by -0.93%
Sep 30, 23
2 BlackRock Inc 17.93M (9.15%) -815.43K
Decreased by -4.55%
Sep 30, 23
3 State Street Corporation 10.34M (5.28%) -963.01K
Decreased by -9.31%
Sep 30, 23
4 Fidelity International Ltd 6.45M (3.29%) 5.00K
Increased by +0.08%
Sep 30, 23
5 Massachusetts Financial Services Company 4.75M (2.42%) 374.87K
Increased by +7.90%
Sep 30, 23
6 Charles Schwab Investment Management Inc 4.74M (2.42%) -23.42K
Decreased by -0.49%
Sep 30, 23
7 Geode Capital Management, LLC 4.63M (2.36%) 77.24K
Increased by +1.67%
Sep 30, 23
8 Wellington Management Company LLP 4.26M (2.17%) -1.19M
Decreased by -27.85%
Sep 30, 23
9 Beutel, Goodman & Company Ltd. 4.16M (2.12%) -556.38K
Decreased by -13.39%
Sep 30, 23
10 Boston Partners Global Investors, Inc 3.73M (1.90%) 664.80K
Increased by +17.83%
Sep 30, 23
11 Bank of New York Mellon Corp 3.31M (1.69%) -112.92K
Decreased by -3.41%
Sep 30, 23
12 Lazard Asset Management LLC 3.03M (1.55%) 1.50M
Increased by +49.58%
Sep 30, 23
13 Capital Research Global Investors 2.97M (1.52%) 152.00
Increased by +0.01%
Sep 30, 23
14 Citadel Advisors Llc 2.93M (1.50%) -766.89K
Decreased by -26.16%
Sep 30, 23
15 Amundi 2.89M (1.47%) -25.81K
Decreased by -0.89%
Sep 30, 23
16 Goldman Sachs Group Inc 2.88M (1.47%) -142.79K
Decreased by -4.96%
Sep 30, 23
17 Northern Trust Corp 2.59M (1.32%) 301.93K
Increased by +11.65%
Sep 30, 23
18 Cooke & Bieler LP 2.56M (1.31%) 321.60K
Increased by +12.57%
Sep 30, 23
19 First Trust Advisors L.P. 2.41M (1.23%) 578.08K
Increased by +23.96%
Sep 30, 23
20 Baird Financial Group, Inc. 2.33M (1.19%) 63.16K
Increased by +2.71%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.19M (3.16%) 7.28K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 4.81M (2.46%) 37.63K
Increased by +0.78%
Nov 30, 23
3 Fidelity Global Dividend I-Acc-EUR 4.50M (2.30%) -36.73K
Decreased by -0.82%
Nov 30, 23
4 Vanguard Mid Cap Index Institutional 4.49M (2.29%) 8.13K
Increased by +0.18%
Nov 30, 23
5 Communication Services Sel Sect SPDR®ETF 4.36M (2.22%) 18.37K
Increased by +0.42%
Dec 29, 23
6 SPDR® S&P 500 ETF Trust 2.44M (1.24%) -17.08K
Decreased by -0.70%
Dec 31, 23
7 Fidelity® 500 Index 2.30M (1.17%) 14.65K
Increased by +0.64%
Nov 30, 23
8 First Trust Rising Dividend Achiev ETF 2.09M (1.07%) 2.94K
Increased by +0.14%
Dec 28, 23
9 iShares Select Dividend ETF 2.06M (1.05%) -1.28K
Decreased by -0.06%
Dec 29, 23
10 iShares Core S&P 500 ETF 1.97M (1.01%) 1.18K
Increased by +0.06%
Dec 29, 23
11 Vanguard Value Index Inv 1.69M (0.86%) 2.76K
Increased by +0.16%
Nov 30, 23
12 Fidelity Global Dividend A ACC 1.61M (0.82%) -17.00K
Decreased by -1.05%
Nov 30, 23
13 Vanguard Mid-Cap Value ETF 1.59M (0.81%) -6.93K
Decreased by -0.44%
Nov 30, 23
14 Principal Equity Income A 1.42M (0.72%) -19.24K
Decreased by -1.35%
Nov 30, 23
15 JHancock Disciplined Value I 1.41M (0.72%) 0.00
Increased by 0.00%
Nov 30, 23
16 Vanguard Institutional Index I 1.32M (0.67%) -4.43K
Decreased by -0.34%
Nov 30, 23
17 American Funds Capital World Gr&Inc A 1.30M (0.66%) -988.00
Decreased by -0.08%
Sep 30, 23
18 Capital Group World Growth & Inc Cmp 1.30M (0.66%) -988.00
Decreased by -0.08%
Sep 30, 23
19 Invesco S&P 500® Equal Weight ETF 1.15M (0.59%) 0.00
Increased by 0.00%
Dec 29, 23