Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ILCB 1000.00%
2 ITOT 1000.00%
3 IMCV 1000.00%
4 IMCG 1000.00%
5 IDU 1000.00%
6 IMCB 1000.00%
7 ILCV 1000.00%
8 ILCG 1000.00%
9 IGF 1000.00%
10 JXI 1000.00%
11 JKI 1000.00%
12 JKG 1000.00%
13 JKF 1000.00%
14 JKE 1000.00%
15 JKD 1000.00%
16 IYY 1000.00%
17 IWV 1000.00%
18 IWS 1000.00%
19 IWR 1000.00%
20 IWD 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 268.41M (13.02%) 21.73M
Increased by +8.10%
Sep 30, 23
2 FMR Inc 176.03M (8.54%) 4.04M
Increased by +2.30%
Sep 30, 23
3 BlackRock Inc 161.73M (7.84%) 17.70M
Increased by +10.94%
Sep 30, 23
4 JPMorgan Chase & Co 112.58M (5.46%) 18.68M
Increased by +16.59%
Sep 30, 23
5 Capital Research Global Investors 110.86M (5.38%) -19.06M
Decreased by -17.19%
Sep 30, 23
6 Capital Research & Mgmt Co - Division 3 108.41M (5.26%) 7.39M
Increased by +6.82%
Sep 30, 23
7 State Street Corporation 104.11M (5.05%) 15.35M
Increased by +14.74%
Sep 30, 23
8 Massachusetts Financial Services Company 83.52M (4.05%) 18.18M
Increased by +21.77%
Sep 30, 23
9 Third Point, LLC 56.86M (2.76%) 2.86M
Increased by +5.03%
Sep 30, 23
10 Blackstone Inc 48.08M (2.33%) 0.00
Increased by 0.00%
Sep 30, 23
11 Geode Capital Management, LLC 44.31M (2.15%) 9.36M
Increased by +21.12%
Sep 30, 23
12 T. Rowe Price Associates, Inc. 34.70M (1.68%) -6.47M
Decreased by -18.64%
Sep 30, 23
13 Deutsche Bank AG 32.93M (1.60%) -2.78M
Decreased by -8.45%
Sep 30, 23
14 Ameriprise Financial Inc 30.39M (1.47%) -1.56M
Decreased by -5.15%
Sep 30, 23
15 Gallagher Fiduciary Advisors, LLC 23.58M (1.14%) -389.77K
Decreased by -1.65%
Sep 30, 23
16 Pictet Asset Manangement SA 22.79M (1.11%) 22.79M
Increased by +100.00%
Sep 30, 23
17 Sixth Street Partners Management Company, L.P. 22.52M (1.09%) -3.80M
Decreased by -16.87%
Sep 30, 23
18 Citadel Advisors Llc 18.34M (0.89%) 5.44M
Increased by +29.65%
Sep 30, 23
19 Northern Trust Corp 18.27M (0.89%) 3.26M
Increased by +17.83%
Sep 30, 23
20 Jennison Associates LLC 17.16M (0.83%) 529.11K
Increased by +3.08%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 76.44M (3.71%) 136.83K
Increased by +0.18%
Nov 30, 23
2 American Funds Invmt Co of Amer A 72.10M (3.50%) 13.71M
Increased by +19.01%
Sep 30, 23
3 Capital Group Investment Co of Amer Comp 72.10M (3.50%) 13.71M
Increased by +19.01%
Sep 30, 23
4 Vanguard Mid Cap Index Institutional 55.48M (2.69%) 66.47K
Increased by +0.12%
Nov 30, 23
5 Vanguard Institutional 500 Index Trust 50.98M (2.47%) 485.05K
Increased by +0.95%
Nov 30, 23
6 American Funds Growth Fund of Amer A 38.04M (1.85%) -21.75M
Decreased by -57.18%
Sep 30, 23
7 Capital Group Growth Fnd of Amer Comp 38.04M (1.85%) -21.75M
Decreased by -57.18%
Sep 30, 23
8 Utilities Select Sector SPDR® ETF 32.30M (1.57%) -21.64K
Decreased by -0.07%
Dec 29, 23
9 SPDR® S&P 500 ETF Trust 26.04M (1.26%) 210.16K
Increased by +0.81%
Dec 29, 23
10 MFS Value A 25.10M (1.22%) -278.44K
Decreased by -1.11%
Nov 30, 23
11 JPMorgan US Equity L 24.96M (1.21%) 1.22M
Increased by +4.88%
Nov 30, 23
12 American Funds American Balanced A 24.75M (1.20%) 0.00
Increased by 0.00%
Sep 30, 23
13 Fidelity® 500 Index 24.37M (1.18%) 155.08K
Increased by +0.64%
Nov 30, 23
14 American Funds Fundamental Invs A 24.14M (1.17%) -14.87K
Decreased by -0.06%
Sep 30, 23
15 Capital Group Fundamental Invtrs Comp 24.14M (1.17%) -14.87K
Decreased by -0.06%
Sep 30, 23
16 Fidelity® Low-Priced Stock 22.80M (1.11%) -23.74K
Decreased by -0.10%
Oct 31, 23
17 MFS Large Cap Value Equity 21.70M (1.05%) 13.29M
Increased by +61.28%
Sep 30, 23
18 iShares Core S&P 500 ETF 21.25M (1.03%) 12.68K
Increased by +0.06%
Dec 29, 23
19 Vanguard Value Index Inv 20.90M (1.01%) 43.56K
Increased by +0.21%
Nov 30, 23
20 American Funds IS® Growth-Income 1 20.24M (0.98%) -1.11M
Decreased by -5.49%
Sep 30, 23