Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 29.93M (9.32%) 170.45K
Increased by +0.57%
Sep 30, 23
2 BlackRock Inc 27.08M (8.44%) 146.89K
Increased by +0.54%
Sep 30, 23
3 Capital Research & Mgmt Co - Division 3 16.98M (5.29%) -1.84M
Decreased by -10.85%
Sep 30, 23
4 State Street Corporation 12.72M (3.96%) -182.29K
Decreased by -1.43%
Sep 30, 23
5 Bank of New York Mellon Corp 11.33M (3.53%) 927.58K
Increased by +8.19%
Sep 30, 23
6 Wells Fargo & Co 9.70M (3.02%) 42.55K
Increased by +0.44%
Sep 30, 23
7 Geode Capital Management, LLC 8.52M (2.65%) 206.28K
Increased by +2.42%
Sep 30, 23
8 Bank of America Corp 7.37M (2.30%) 125.08K
Increased by +1.70%
Sep 30, 23
9 Charles Schwab Investment Management Inc 6.80M (2.12%) 178.32K
Increased by +2.62%
Sep 30, 23
10 Northern Trust Corp 4.48M (1.40%) 246.79K
Increased by +5.51%
Sep 30, 23
11 FMR Inc 4.32M (1.34%) -150.44K
Decreased by -3.48%
Sep 30, 23
12 Morgan Stanley - Brokerage Accounts 3.60M (1.12%) 182.65K
Increased by +5.08%
Sep 30, 23
13 Goldman Sachs Group Inc 2.74M (0.85%) 950.92K
Increased by +34.72%
Sep 30, 23
14 Legal & General Group PLC 2.62M (0.82%) -62.25K
Decreased by -2.38%
Sep 30, 23
15 Select Equity Group LP 2.35M (0.73%) 2.00K
Increased by +0.09%
Sep 30, 23
16 First Trust Advisors L.P. 2.24M (0.70%) -200.14K
Decreased by -8.92%
Sep 30, 23
17 London Company of Virginia 2.23M (0.70%) -88.23K
Decreased by -3.95%
Sep 30, 23
18 Amvescap Plc. 2.18M (0.68%) 168.77K
Increased by +7.74%
Sep 30, 23
19 Royal Bank of Canada 2.06M (0.64%) 255.16K
Increased by +12.39%
Sep 30, 23
20 California Public Employees Retrmnt Sys 1.98M (0.62%) -5.47K
Decreased by -0.28%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 10.17M (3.17%) 12.05K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 7.82M (2.44%) 75.74K
Increased by +0.97%
Nov 30, 23
3 Invesco QQQ Trust 6.61M (2.06%) 14.70K
Increased by +0.22%
Dec 29, 23
4 American Funds American Mutual A 5.72M (1.78%) -11.90K
Decreased by -0.21%
Sep 30, 23
5 Capital Group American Mutual Comp 5.72M (1.78%) -11.90K
Decreased by -0.21%
Sep 30, 23
6 American Funds Washington Mutual A 5.11M (1.59%) -885.87K
Decreased by -17.34%
Sep 30, 23
7 Capital Group Wash Mutual Invtrs Comp 5.11M (1.59%) -885.87K
Decreased by -17.34%
Sep 30, 23
8 Schwab US Dividend Equity ETF™ 5.05M (1.57%) 738.00
Increased by +0.01%
Dec 30, 23
9 SPDR® S&P 500 ETF Trust 3.99M (1.24%) 31.71K
Increased by +0.79%
Dec 29, 23
10 Fidelity® 500 Index 3.74M (1.16%) 23.80K
Increased by +0.64%
Nov 30, 23
11 iShares Core S&P 500 ETF 3.20M (1.00%) 1.91K
Increased by +0.06%
Dec 29, 23
12 Vanguard Growth Index Investor 2.86M (0.89%) 15.27K
Increased by +0.53%
Nov 30, 23
13 American Funds Capital Income Bldr A 2.63M (0.82%) 0.00
Increased by 0.00%
Sep 30, 23
14 Fidelity® Magellan® 2.61M (0.81%) 95.00K
Increased by +3.65%
Nov 30, 23
15 Vanguard Institutional Index I 2.14M (0.67%) -4.62K
Decreased by -0.22%
Nov 30, 23
16 Vanguard Dividend Appreciation ETF 1.85M (0.58%) 12.83K
Increased by +0.69%
Nov 30, 23
17 Fidelity Global Dividend I-Acc-EUR 1.64M (0.51%) 190.52K
Increased by +11.65%
Nov 30, 23
18 State St S&P 500® Indx SL Cl III 1.53M (0.48%) 6.30K
Increased by +0.41%
Nov 30, 23
19 iShares Russell Mid-Cap Growth ETF 1.49M (0.46%) 0.00
Increased by 0.00%
Dec 29, 23
20 iShares MSCI USA Quality Factor ETF 1.47M (0.46%) 900.00
Increased by +0.06%
Dec 29, 23