Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 135.91M (8.77%) 57.29K
Increased by +0.04%
Sep 30, 23
2 Capital World Investors 117.44M (7.58%) 1.26M
Increased by +1.07%
Sep 30, 23
3 Capital Research & Mgmt Co - Division 3 102.46M (6.61%) -3.83M
Decreased by -3.74%
Sep 30, 23
4 BlackRock Inc 94.17M (6.08%) -1.27M
Decreased by -1.35%
Sep 30, 23
5 State Street Corporation 57.15M (3.69%) -1.45M
Decreased by -2.53%
Sep 30, 23
6 Capital Research Global Investors 53.55M (3.46%) 1.99M
Increased by +3.71%
Sep 30, 23
7 Morgan Stanley - Brokerage Accounts 42.83M (2.76%) -887.64K
Decreased by -2.07%
Sep 30, 23
8 T. Rowe Price Associates, Inc. 32.80M (2.12%) -1.71M
Decreased by -5.21%
Sep 30, 23
9 Geode Capital Management, LLC 29.09M (1.88%) 599.13K
Increased by +2.06%
Sep 30, 23
10 JPMorgan Chase & Co 28.80M (1.86%) 184.91K
Increased by +0.64%
Sep 30, 23
11 Wellington Management Company LLP 27.82M (1.80%) 3.12M
Increased by +11.22%
Sep 30, 23
12 Amvescap Plc. 17.15M (1.11%) 4.30M
Increased by +25.10%
Sep 30, 23
13 Bank of America Corp 16.70M (1.08%) 1.46M
Increased by +8.77%
Sep 30, 23
14 Fundsmith LLP 15.06M (0.97%) -720.38K
Decreased by -4.78%
Sep 30, 23
15 FMR Inc 14.49M (0.94%) -1.41M
Decreased by -9.73%
Sep 30, 23
16 Bank of New York Mellon Corp 14.36M (0.93%) -586.21K
Decreased by -4.08%
Sep 30, 23
17 Charles Schwab Investment Management Inc 13.27M (0.86%) 87.95K
Increased by +0.66%
Sep 30, 23
18 Ameriprise Financial Inc 13.21M (0.85%) -85.39K
Decreased by -0.65%
Sep 30, 23
19 Northern Trust Corp 13.05M (0.84%) -90.50K
Decreased by -0.69%
Sep 30, 23
20 Fayez Sarofim & Company 12.62M (0.81%) 330.16K
Increased by +2.62%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 48.65M (3.14%) 58.84K
Increased by +0.12%
Nov 30, 23
2 American Funds American Balanced A 41.89M (2.70%) 186.21K
Increased by +0.44%
Sep 30, 23
3 Vanguard Institutional 500 Index Trust 37.84M (2.44%) 351.50K
Increased by +0.93%
Nov 30, 23
4 American Funds Income Fund of Amer A 37.51M (2.42%) 533.98K
Increased by +1.42%
Sep 30, 23
5 American Funds Fundamental Invs A 30.64M (1.98%) 994.66K
Increased by +3.25%
Sep 30, 23
6 Capital Group Fundamental Invtrs Comp 30.64M (1.98%) 994.66K
Increased by +3.25%
Sep 30, 23
7 American Funds Washington Mutual A 29.39M (1.90%) 1.74M
Increased by +5.91%
Sep 30, 23
8 Capital Group Wash Mutual Invtrs Comp 29.39M (1.90%) 1.74M
Increased by +5.91%
Sep 30, 23
9 American Funds Capital Income Bldr A 23.35M (1.51%) 212.59K
Increased by +0.91%
Sep 30, 23
10 American Funds Invmt Co of Amer A 21.30M (1.37%) -38.79K
Decreased by -0.18%
Sep 30, 23
11 Capital Group Investment Co of Amer Comp 21.30M (1.37%) -38.79K
Decreased by -0.18%
Sep 30, 23
12 SPDR® S&P 500 ETF Trust 19.15M (1.24%) -134.47K
Decreased by -0.70%
Dec 31, 23
13 American Funds Capital World Gr&Inc A 18.60M (1.20%) 671.52K
Increased by +3.61%
Sep 30, 23
14 Capital Group World Growth & Inc Cmp 18.60M (1.20%) 671.52K
Increased by +3.61%
Sep 30, 23
15 Fidelity® 500 Index 18.09M (1.17%) 115.11K
Increased by +0.64%
Nov 30, 23
16 iShares Core S&P 500 ETF 15.46M (1.00%) 9.23K
Increased by +0.06%
Dec 29, 23
17 Fundsmith Equity I Acc 14.88M (0.96%) -671.44K
Decreased by -4.51%
Jun 30, 23
18 Morgan Stanley Glbl Franchise 14.85M (0.96%) -142.97K
Decreased by -0.96%
Sep 30, 23
19 MS INVF Global Brands A USD 14.54M (0.94%) -95.29K
Decreased by -0.66%
Nov 30, 23
20 Vanguard Value Index Inv 13.30M (0.86%) 32.88K
Increased by +0.25%
Nov 30, 23