Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 37.14M (10.31%) -274.15K
Decreased by -0.74%
Sep 30, 23
2 BlackRock Inc 32.68M (9.07%) 392.82K
Increased by +1.20%
Sep 30, 23
3 State Street Corporation 16.38M (4.55%) -220.26K
Decreased by -1.34%
Sep 30, 23
4 Geode Capital Management, LLC 7.89M (2.19%) 165.60K
Increased by +2.10%
Sep 30, 23
5 Morgan Stanley - Brokerage Accounts 6.32M (1.75%) 57.53K
Increased by +0.91%
Sep 30, 23
6 Northern Trust Corp 4.35M (1.21%) 197.42K
Increased by +4.54%
Sep 30, 23
7 Dimensional Fund Advisors, Inc. 3.61M (1.00%) 256.42K
Increased by +7.10%
Sep 30, 23
8 Amvescap Plc. 3.03M (0.84%) -558.92K
Decreased by -18.45%
Sep 30, 23
9 Goldman Sachs Group Inc 2.94M (0.82%) -1.09M
Decreased by -37.07%
Sep 30, 23
10 Bank of New York Mellon Corp 2.75M (0.76%) -79.25K
Decreased by -2.89%
Sep 30, 23
11 Legal & General Group PLC 2.73M (0.76%) -93.38K
Decreased by -3.42%
Sep 30, 23
12 Nippon Life Insurance Co. 2.56M (0.71%) 0.00
Increased by 0.00%
Sep 30, 23
13 UBS Asset Mgmt Americas Inc 2.33M (0.65%) -33.37K
Decreased by -1.43%
Sep 30, 23
14 Charles Schwab Investment Management Inc 2.27M (0.63%) 38.23K
Increased by +1.68%
Sep 30, 23
15 Bank of America Corp 1.77M (0.49%) 109.06K
Increased by +6.16%
Sep 30, 23
16 Nuveen Asset Management, LLC 1.61M (0.45%) -174.57K
Decreased by -10.82%
Sep 30, 23
17 Barclays PLC 1.44M (0.40%) 532.35K
Increased by +36.89%
Sep 30, 23
18 JPMorgan Chase & Co 1.36M (0.38%) 21.09K
Increased by +1.55%
Sep 30, 23
19 FMR Inc 1.32M (0.37%) 36.60K
Increased by +2.78%
Sep 30, 23
20 Swiss National Bank 1.17M (0.33%) -151.30K
Decreased by -12.89%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 11.37M (3.16%) 13.69K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 8.85M (2.46%) 85.93K
Increased by +0.97%
Nov 30, 23
3 SPDR® S&P 500 ETF Trust 4.48M (1.24%) 35.52K
Increased by +0.79%
Dec 29, 23
4 Fidelity® 500 Index 4.23M (1.17%) 26.92K
Increased by +0.64%
Nov 30, 23
5 Vanguard Mid Cap Index Institutional 4.13M (1.15%) 7.17K
Increased by +0.17%
Nov 30, 23
6 iShares Core S&P 500 ETF 3.60M (1.00%) 2.15K
Increased by +0.06%
Dec 29, 23
7 iShares Select Dividend ETF 3.17M (0.88%) -1.96K
Decreased by -0.06%
Dec 29, 23
8 Vanguard Value Index Inv 3.11M (0.86%) 10.71K
Increased by +0.34%
Nov 30, 23
9 Vanguard Institutional Index I 2.42M (0.67%) -4.92K
Decreased by -0.20%
Nov 30, 23
10 Financial Select Sector SPDR® ETF 2.37M (0.66%) -524.00
Decreased by -0.02%
Dec 29, 23
11 Zacks Dividend Strategy 1.82M (0.51%) 132.74K
Increased by +7.28%
Sep 30, 23
12 State St S&P 500® Indx SL Cl III 1.74M (0.48%) 7.10K
Increased by +0.41%
Nov 30, 23
13 Vanguard High Dividend Yield ETF 1.65M (0.46%) -1.24K
Decreased by -0.07%
Nov 30, 23
14 Vanguard Mid-Cap Value ETF 1.46M (0.41%) -6.51K
Decreased by -0.45%
Nov 30, 23
15 Blackrock Eq Idx Fund CF 1.29M (0.36%) 2.35K
Increased by +0.18%
Dec 31, 23
16 Fidelity® Mid Cap Index 1.06M (0.29%) 10.26K
Increased by +0.97%
Nov 30, 23
17 iShares Russell Mid-Cap ETF 1.06M (0.29%) -798.00
Decreased by -0.08%
Dec 29, 23
18 DFA US Large Cap Value I 1.05M (0.29%) -1.27K
Decreased by -0.12%
Nov 30, 23
19 iShares Russell 1000 Value ETF 985.97K (0.27%) -4.00K
Decreased by -0.41%
Dec 29, 23
20 Invesco S&P 500® Equal Weight ETF 937.65K (0.26%) 0.00
Increased by 0.00%
Dec 29, 23