Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 62.38M (12.15%) -318.22K
Decreased by -0.51%
Sep 30, 23
2 BlackRock Inc 36.50M (7.11%) 462.76K
Increased by +1.27%
Sep 30, 23
3 State Street Corporation 21.16M (4.12%) -138.76K
Decreased by -0.66%
Sep 30, 23
4 Geode Capital Management, LLC 12.37M (2.41%) 264.56K
Increased by +2.14%
Sep 30, 23
5 FMR Inc 10.88M (2.12%) -69.09K
Decreased by -0.64%
Sep 30, 23
6 Bank of America Corp 10.73M (2.09%) 283.21K
Increased by +2.64%
Sep 30, 23
7 Massachusetts Financial Services Company 8.59M (1.67%) 23.86K
Increased by +0.28%
Sep 30, 23
8 Morgan Stanley - Brokerage Accounts 6.21M (1.21%) -414.48K
Decreased by -6.68%
Sep 30, 23
9 Dimensional Fund Advisors, Inc. 5.54M (1.08%) -191.88K
Decreased by -3.46%
Sep 30, 23
10 Northern Trust Corp 5.54M (1.08%) 316.00K
Increased by +5.70%
Sep 30, 23
11 AllianceBernstein L.P. 5.12M (1.00%) -289.77K
Decreased by -5.65%
Sep 30, 23
12 Fisher Asset Management, LLC 4.83M (0.94%) -21.02K
Decreased by -0.44%
Sep 30, 23
13 Ontario Teachers Pension Plan Board 3.89M (0.76%) -498.19K
Decreased by -12.79%
Sep 30, 23
14 Legal & General Group PLC 3.85M (0.75%) -115.40K
Decreased by -3.00%
Sep 30, 23
15 Bank of New York Mellon Corp 3.74M (0.73%) -61.86K
Decreased by -1.65%
Sep 30, 23
16 Amvescap Plc. 3.65M (0.71%) 328.35K
Increased by +9.01%
Sep 30, 23
17 Citadel Advisors Llc 3.64M (0.71%) -179.98K
Decreased by -4.94%
Sep 30, 23
18 U.S. Bancorp 3.62M (0.71%) 4.39K
Increased by +0.12%
Sep 30, 23
19 Goldman Sachs Group Inc 3.50M (0.68%) 804.48K
Increased by +23.00%
Sep 30, 23
20 Principal Financial Group Inc 3.41M (0.66%) -561.69K
Decreased by -16.49%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 16.39M (3.19%) 28.65K
Increased by +0.17%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 12.74M (2.48%) 117.29K
Increased by +0.92%
Nov 30, 23
3 Vanguard Mid Cap Index Institutional 11.88M (2.31%) 14.26K
Increased by +0.12%
Nov 30, 23
4 Invesco QQQ Trust 9.57M (1.86%) 21.27K
Increased by +0.22%
Dec 29, 23
5 SPDR® S&P 500 ETF Trust 6.45M (1.26%) -45.26K
Decreased by -0.70%
Dec 31, 23
6 Fidelity® 500 Index 6.09M (1.19%) 38.77K
Increased by +0.64%
Nov 30, 23
7 iShares Core S&P 500 ETF 5.21M (1.01%) 3.11K
Increased by +0.06%
Dec 29, 23
8 Vanguard Value Index Inv 4.48M (0.87%) 9.00K
Increased by +0.20%
Nov 30, 23
9 Vanguard Mid-Cap Value ETF 4.21M (0.82%) -18.63K
Decreased by -0.44%
Nov 30, 23
10 MFS Large Cap Value Equity 4.15M (0.81%) -112.60K
Decreased by -2.71%
Sep 30, 23
11 MFS Value A 4.08M (0.80%) -45.30K
Decreased by -1.11%
Nov 30, 23
12 Fidelity® Contrafund® 4.08M (0.79%) 228.97K
Increased by +5.62%
Nov 30, 23
13 Vanguard Institutional Index I 3.48M (0.68%) -8.02K
Decreased by -0.23%
Nov 30, 23
14 American Funds Washington Mutual A 2.55M (0.50%) -6.93K
Decreased by -0.27%
Sep 30, 23
15 Capital Group Wash Mutual Invtrs Comp 2.55M (0.50%) -6.93K
Decreased by -0.27%
Sep 30, 23
16 State St S&P 500® Indx SL Cl III 2.49M (0.49%) -5.20K
Decreased by -0.21%
Dec 31, 23
17 Vanguard High Dividend Yield ETF 2.31M (0.45%) -4.71K
Decreased by -0.20%
Nov 30, 23
18 Industrial Select Sector SPDR® ETF 2.27M (0.44%) -10.14K
Decreased by -0.45%
Dec 31, 23