Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 131.21M (9.56%) -137.33K
Decreased by -0.10%
Sep 30, 23
2 BlackRock Inc 111.98M (8.16%) 1.40M
Increased by +1.25%
Sep 30, 23
3 State Street Corporation 58.41M (4.26%) -648.76K
Decreased by -1.11%
Sep 30, 23
4 Geode Capital Management, LLC 27.65M (2.01%) 581.40K
Increased by +2.10%
Sep 30, 23
5 Morgan Stanley - Brokerage Accounts 25.63M (1.87%) -1.22M
Decreased by -4.78%
Sep 30, 23
6 Bank of America Corp 23.75M (1.73%) -120.41K
Decreased by -0.51%
Sep 30, 23
7 JPMorgan Chase & Co 18.74M (1.37%) 147.13K
Increased by +0.78%
Sep 30, 23
8 Charles Schwab Investment Management Inc 18.42M (1.34%) 920.03K
Increased by +4.99%
Sep 30, 23
9 Northern Trust Corp 16.88M (1.23%) 595.36K
Increased by +3.53%
Sep 30, 23
10 Bank of New York Mellon Corp 14.11M (1.03%) -117.28K
Decreased by -0.83%
Sep 30, 23
11 Capital Research Global Investors 13.87M (1.01%) -17.32K
Decreased by -0.12%
Sep 30, 23
12 Royal Bank of Canada 13.34M (0.97%) -2.38M
Decreased by -17.84%
Sep 30, 23
13 Wells Fargo & Co 12.26M (0.89%) -261.73K
Decreased by -2.14%
Sep 30, 23
14 Wellington Management Company LLP 11.44M (0.83%) -769.50K
Decreased by -6.73%
Sep 30, 23
15 FMR Inc 10.26M (0.75%) -1.56M
Decreased by -15.16%
Sep 30, 23
16 Legal & General Group PLC 10.04M (0.73%) -364.10K
Decreased by -3.63%
Sep 30, 23
17 T. Rowe Price Associates, Inc. 9.96M (0.73%) -1.39M
Decreased by -13.91%
Sep 30, 23
18 Goldman Sachs Group Inc 8.72M (0.64%) 1.69M
Increased by +19.34%
Sep 30, 23
19 Amundi 8.25M (0.60%) 1.04M
Increased by +12.59%
Sep 30, 23
20 California Public Employees Retrmnt Sys 8.19M (0.60%) -532.61K
Decreased by -6.50%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 43.14M (3.14%) 61.49K
Increased by +0.14%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 33.55M (2.45%) 308.92K
Increased by +0.92%
Nov 30, 23
3 Invesco QQQ Trust 25.15M (1.83%) 55.95K
Increased by +0.22%
Dec 29, 23
4 SPDR® S&P 500 ETF Trust 16.95M (1.23%) -119.14K
Decreased by -0.70%
Dec 31, 23
5 Fidelity® 500 Index 16.04M (1.17%) 102.08K
Increased by +0.64%
Nov 30, 23
6 iShares Core S&P 500 ETF 13.69M (1.00%) 8.17K
Increased by +0.06%
Dec 29, 23
7 Vanguard Value Index Inv 11.80M (0.86%) 30.88K
Increased by +0.26%
Nov 30, 23
8 Schwab US Dividend Equity ETF™ 11.66M (0.85%) 1.70K
Increased by +0.01%
Dec 30, 23
9 Vanguard Institutional Index I 9.17M (0.67%) -20.51K
Decreased by -0.22%
Nov 30, 23
10 Consumer Staples Select Sector SPDR® ETF 8.42M (0.61%) -25.87K
Decreased by -0.31%
Dec 31, 23
11 Vanguard Dividend Growth Inv 8.14M (0.59%) 0.00
Increased by 0.00%
Sep 30, 23
12 Vanguard Dividend Appreciation ETF 7.93M (0.58%) 53.58K
Increased by +0.68%
Nov 30, 23
13 State St S&P 500® Indx SL Cl III 6.56M (0.48%) -15.20K
Decreased by -0.23%
Dec 31, 23
14 Vanguard High Dividend Yield ETF 6.20M (0.45%) -13.48K
Decreased by -0.22%
Nov 30, 23
15 Fundsmith Equity I Acc 6.00M (0.44%) 0.00
Increased by 0.00%
Jun 30, 23
16 Blackrock Eq Idx Fund CF 4.91M (0.36%) 29.89K
Increased by +0.61%
Dec 31, 23
17 MFS Value A 4.33M (0.32%) 365.40K
Increased by +8.43%
Nov 30, 23
18 American Funds Invmt Co of Amer A 3.98M (0.29%) -7.26K
Decreased by -0.18%
Sep 30, 23
19 Capital Group Investment Co of Amer Comp 3.98M (0.29%) -7.26K
Decreased by -0.18%
Sep 30, 23
20 American Funds American Mutual A 3.91M (0.28%) -108.14K
Decreased by -2.77%
Sep 30, 23