Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 225.38M (9.57%) 430.52K
Increased by +0.19%
Sep 30, 23
2 BlackRock Inc 153.65M (6.53%) -4.69M
Decreased by -3.05%
Sep 30, 23
3 State Street Corporation 101.04M (4.29%) -2.07M
Decreased by -2.05%
Sep 30, 23
4 Geode Capital Management, LLC 46.21M (1.96%) 1.09M
Increased by +2.36%
Sep 30, 23
5 Morgan Stanley - Brokerage Accounts 44.77M (1.90%) -323.07K
Decreased by -0.72%
Sep 30, 23
6 Wellington Management Company LLP 35.61M (1.51%) 3.05M
Increased by +8.56%
Sep 30, 23
7 Bank of America Corp 31.44M (1.34%) -131.14K
Decreased by -0.42%
Sep 30, 23
8 Northern Trust Corp 29.31M (1.25%) 670.86K
Increased by +2.29%
Sep 30, 23
9 T. Rowe Price Associates, Inc. 24.98M (1.06%) -555.21K
Decreased by -2.22%
Sep 30, 23
10 FMR Inc 24.21M (1.03%) -547.80K
Decreased by -2.26%
Sep 30, 23
11 JPMorgan Chase & Co 22.41M (0.95%) -734.96K
Decreased by -3.28%
Sep 30, 23
12 Bank of New York Mellon Corp 21.16M (0.90%) -791.66K
Decreased by -3.74%
Sep 30, 23
13 Legal & General Group PLC 16.19M (0.69%) -716.26K
Decreased by -4.42%
Sep 30, 23
14 Charles Schwab Investment Management Inc 16.00M (0.68%) 131.34K
Increased by +0.82%
Sep 30, 23
15 State Farm Mutual Automobile Ins Co 15.80M (0.67%) 0.00
Increased by 0.00%
Sep 30, 23
16 Ameriprise Financial Inc 15.54M (0.66%) -1.08M
Decreased by -6.92%
Sep 30, 23
17 Wells Fargo & Co 15.08M (0.64%) -482.48K
Decreased by -3.20%
Sep 30, 23
18 Goldman Sachs Group Inc 14.51M (0.62%) 851.31K
Increased by +5.87%
Sep 30, 23
19 Nuveen Asset Management, LLC 11.69M (0.50%) -598.73K
Decreased by -5.12%
Sep 30, 23
20 Royal Bank of Canada 11.17M (0.47%) 346.93K
Increased by +3.11%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 73.89M (3.14%) 99.75K
Increased by +0.14%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 57.46M (2.44%) 533.25K
Increased by +0.93%
Nov 30, 23
3 SPDR® S&P 500 ETF Trust 29.05M (1.23%) -204.11K
Decreased by -0.70%
Dec 31, 23
4 Fidelity® 500 Index 27.47M (1.17%) 174.81K
Increased by +0.64%
Nov 30, 23
5 iShares Core S&P 500 ETF 23.48M (1.00%) 14.01K
Increased by +0.06%
Dec 29, 23
6 Vanguard Value Index Inv 20.20M (0.86%) 53.42K
Increased by +0.26%
Nov 30, 23
7 Vanguard Institutional Index I 15.71M (0.67%) -34.72K
Decreased by -0.22%
Nov 30, 23
8 Consumer Staples Select Sector SPDR® ETF 14.44M (0.61%) -44.18K
Decreased by -0.31%
Dec 31, 23
9 Vanguard Dividend Appreciation ETF 13.64M (0.58%) 91.83K
Increased by +0.67%
Nov 30, 23
10 State St S&P 500® Indx SL Cl III 11.25M (0.48%) -9.40K
Decreased by -0.08%
Dec 31, 23
11 Vanguard Wellington™ Inv 11.10M (0.47%) 2.22M
Increased by +19.97%
Sep 30, 23
12 Vanguard High Dividend Yield ETF 10.60M (0.45%) -24.19K
Decreased by -0.23%
Nov 30, 23
13 Vanguard Dividend Growth Inv 9.66M (0.41%) 0.00
Increased by 0.00%
Sep 30, 23
14 Blackrock Eq Idx Fund CF 8.43M (0.36%) 60.19K
Increased by +0.71%
Dec 31, 23
15 Vanguard Equity-Income Inv 7.00M (0.30%) -99.34K
Decreased by -1.42%
Sep 30, 23
16 Vanguard Consumer Staples ETF 6.18M (0.26%) -195.69K
Decreased by -3.17%
Nov 30, 23
17 American Funds Income Fund of Amer A 5.87M (0.25%) -150.00K
Decreased by -2.55%
Sep 30, 23
18 Vanguard Windsor™ II Inv 5.72M (0.24%) 0.00
Increased by 0.00%
Sep 30, 23
19 SPDR® Dow Jones Industrial Avrg ETF Tr 5.68M (0.24%) 29.65K
Increased by +0.52%
Dec 31, 23
20 Columbia Dividend Value 5.53M (0.24%) -62.45K
Decreased by -1.13%
Sep 30, 23