Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 147.27M (9.23%) 7.88M
Increased by +5.35%
Sep 30, 23
2 BlackRock Inc 121.23M (7.60%) 602.03K
Increased by +0.50%
Sep 30, 23
3 State Street Corporation 63.02M (3.95%) -492.26K
Decreased by -0.78%
Sep 30, 23
4 JPMorgan Chase & Co 38.84M (2.43%) 4.74M
Increased by +12.19%
Sep 30, 23
5 FMR Inc 31.48M (1.97%) -2.03M
Decreased by -6.44%
Sep 30, 23
6 Geode Capital Management, LLC 30.92M (1.94%) 1.81M
Increased by +5.84%
Sep 30, 23
7 Morgan Stanley - Brokerage Accounts 20.02M (1.25%) -3.98M
Decreased by -19.89%
Sep 30, 23
8 Loomis, Sayles & Company LP 19.30M (1.21%) -671.61K
Decreased by -3.48%
Sep 30, 23
9 Fisher Asset Management, LLC 18.79M (1.18%) 251.05K
Increased by +1.34%
Sep 30, 23
10 Northern Trust Corp 18.72M (1.17%) 635.99K
Increased by +3.40%
Sep 30, 23
11 Arnhold & S. Bleichroeder Advisers, LLC 18.57M (1.16%) -163.85K
Decreased by -0.88%
Sep 30, 23
12 Bank of America Corp 15.12M (0.95%) -395.71K
Decreased by -2.62%
Sep 30, 23
13 Capital World Investors 15.06M (0.94%) 3.76K
Increased by +0.02%
Sep 30, 23
14 Bank of New York Mellon Corp 14.53M (0.91%) -856.09K
Decreased by -5.89%
Sep 30, 23
15 Goldman Sachs Group Inc 13.99M (0.88%) -1.46M
Decreased by -10.45%
Sep 30, 23
16 PRIMECAP Management Company 13.14M (0.82%) -86.05K
Decreased by -0.65%
Sep 30, 23
17 Nuveen Asset Management, LLC 12.55M (0.79%) -194.65K
Decreased by -1.55%
Sep 30, 23
18 Parnassus Investments, LLC 12.41M (0.78%) -200.13K
Decreased by -1.61%
Sep 30, 23
19 Charles Schwab Investment Management Inc 11.70M (0.73%) 61.60K
Increased by +0.53%
Sep 30, 23
20 Putnam Investments LLC 11.64M (0.73%) 213.69K
Increased by +1.84%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 51.05M (3.20%) 72.00K
Increased by +0.14%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 38.37M (2.41%) 354.26K
Increased by +0.92%
Nov 30, 23
3 SPDR® S&P 500 ETF Trust 19.58M (1.23%) -137.68K
Decreased by -0.70%
Dec 31, 23
4 Fidelity® 500 Index 18.34M (1.15%) 116.74K
Increased by +0.64%
Nov 30, 23
5 iShares Core S&P 500 ETF 15.83M (0.99%) 9.45K
Increased by +0.06%
Dec 29, 23
6 Vanguard Value Index Inv 13.96M (0.88%) 40.45K
Increased by +0.29%
Nov 30, 23
7 First Eagle Global A 13.40M (0.84%) 0.00
Increased by 0.00%
Nov 30, 23
8 JPMorgan Large Cap Growth I 13.23M (0.83%) 232.70K
Increased by +1.76%
Nov 30, 23
9 JPM US Large Cap Growth-MA 10.53M (0.66%) 9.60M
Increased by +91.21%
Sep 30, 23
10 Vanguard Institutional Index I 10.49M (0.66%) -23.23K
Decreased by -0.22%
Nov 30, 23
11 Technology Select Sector SPDR® ETF 10.10M (0.63%) 3.33K
Increased by +0.03%
Dec 31, 23
12 Vanguard Dividend Appreciation ETF 9.07M (0.57%) 61.22K
Increased by +0.68%
Nov 30, 23
13 Parnassus Core Equity Investor 8.89M (0.56%) -138.63K
Decreased by -1.56%
Nov 30, 23
14 Vanguard Information Technology ETF 8.89M (0.56%) 128.82K
Increased by +1.45%
Nov 30, 23
15 Vanguard PRIMECAP Inv 8.79M (0.55%) 0.00
Increased by 0.00%
Sep 30, 23
16 State St S&P 500® Indx SL Cl III 7.59M (0.48%) 68.20K
Increased by +0.90%
Dec 31, 23
17 American Funds Washington Mutual A 5.84M (0.37%) -15.84K
Decreased by -0.27%
Sep 30, 23
18 Capital Group Wash Mutual Invtrs Comp 5.84M (0.37%) -15.84K
Decreased by -0.27%
Sep 30, 23
19 Blackrock Eq Idx Fund CF 5.68M (0.36%) 93.27K
Increased by +1.64%
Dec 31, 23
20 Vanguard Wellington™ Inv 5.44M (0.34%) 5.44M
Increased by +100.00%
Sep 30, 23