Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 61.67M (12.40%) 7.10M
Increased by +11.52%
Sep 30, 23
2 BlackRock Inc 51.30M (10.31%) -2.39M
Decreased by -4.65%
Sep 30, 23
3 JPMorgan Chase & Co 33.02M (6.64%) 726.61K
Increased by +2.20%
Sep 30, 23
4 State Street Corporation 29.49M (5.93%) -926.84K
Decreased by -3.14%
Sep 30, 23
5 Geode Capital Management, LLC 10.93M (2.20%) 235.63K
Increased by +2.15%
Sep 30, 23
6 Capital Research Global Investors 10.11M (2.03%) -312.58K
Decreased by -3.09%
Sep 30, 23
7 Amvescap Plc. 8.44M (1.70%) -858.92K
Decreased by -10.18%
Sep 30, 23
8 Legal & General Group PLC 7.05M (1.42%) 87.97K
Increased by +1.25%
Sep 30, 23
9 Northern Trust Corp 6.16M (1.24%) 170.59K
Increased by +2.77%
Sep 30, 23
10 Capital World Investors 5.75M (1.16%) -7.42K
Decreased by -0.13%
Sep 30, 23
11 Morgan Stanley - Brokerage Accounts 5.61M (1.13%) 221.07K
Increased by +3.94%
Sep 30, 23
12 Nordea Investment Mgmt Bank Demark A/s 5.26M (1.06%) -299.66K
Decreased by -5.69%
Sep 30, 23
13 Bank of New York Mellon Corp 4.69M (0.94%) -196.83K
Decreased by -4.19%
Sep 30, 23
14 RARE Infrastructure 4.52M (0.91%) -597.65K
Decreased by -13.22%
Sep 30, 23
15 FMR Inc 4.16M (0.84%) -714.45K
Decreased by -17.18%
Sep 30, 23
16 Massachusetts Financial Services Company 3.94M (0.79%) -101.10K
Decreased by -2.57%
Sep 30, 23
17 Pictet Asset Manangement SA 3.85M (0.77%) 3.85M
Increased by +100.00%
Sep 30, 23
18 Bank of America Corp 3.45M (0.69%) 445.51K
Increased by +12.90%
Sep 30, 23
19 Goldman Sachs Group Inc 3.32M (0.67%) -73.54K
Decreased by -2.22%
Sep 30, 23
20 California Public Employees Retrmnt Sys 3.08M (0.62%) 21.36K
Increased by +0.69%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 15.65M (3.15%) 16.98K
Increased by +0.11%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 12.16M (2.44%) 98.72K
Increased by +0.81%
Nov 30, 23
3 Vanguard Mid Cap Index Institutional 11.34M (2.28%) 15.47K
Increased by +0.14%
Nov 30, 23
4 Utilities Select Sector SPDR® ETF 7.54M (1.52%) -5.05K
Decreased by -0.07%
Dec 29, 23
5 JPMorgan Equity Premium Income ETF 6.24M (1.25%) -80.61K
Decreased by -1.29%
Dec 29, 23
6 SPDR® S&P 500 ETF Trust 6.21M (1.25%) 49.14K
Increased by +0.79%
Dec 29, 23
7 Fidelity® 500 Index 5.82M (1.17%) 37.01K
Increased by +0.64%
Nov 30, 23
8 JPM US Equity Income-Composite 5.58M (1.12%) 0.00
Increased by 0.00%
Sep 30, 23
9 JPM US Equity Income-MA 5.58M (1.12%) 5.58M
Increased by +99.90%
Sep 30, 23
10 JPMorgan Equity Income I 5.47M (1.10%) 0.00
Increased by 0.00%
Nov 30, 23
11 iShares Core S&P 500 ETF 4.96M (1.00%) 2.96K
Increased by +0.06%
Dec 29, 23
12 American Funds Income Fund of Amer A 4.63M (0.93%) 0.00
Increased by 0.00%
Sep 30, 23
13 iShares MSCI USA Quality Factor ETF 4.31M (0.87%) 2.63K
Increased by +0.06%
Dec 29, 23
14 Vanguard Value Index Inv 4.28M (0.86%) 17.50K
Increased by +0.41%
Nov 30, 23
15 Vanguard Mid-Cap Value ETF 4.02M (0.81%) -17.83K
Decreased by -0.44%
Nov 30, 23
16 iShares Select Dividend ETF 3.84M (0.77%) -2.38K
Decreased by -0.06%
Dec 29, 23
17 American Funds Washington Mutual A 3.73M (0.75%) -10.13K
Decreased by -0.27%
Sep 30, 23
18 Capital Group Wash Mutual Invtrs Comp 3.73M (0.75%) -10.13K
Decreased by -0.27%
Sep 30, 23
19 Vanguard Institutional Index I 3.33M (0.67%) -6.47K
Decreased by -0.19%
Nov 30, 23
20 American Funds American Mutual A 3.16M (0.63%) -6.57K
Decreased by -0.21%
Sep 30, 23