Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWX 1000.00%
2 ITOT 1000.00%
3 ILCV 1000.00%
4 ILCB 1000.00%
5 IGM 1000.00%
6 IDAT 1000.00%
7 IUSG 1000.00%
8 IUSV 1000.00%
9 IVE 1000.00%
10 IVRS 1000.00%
11 IVV 1000.00%
12 GLOF 1000.00%
13 IVW 1000.00%
14 IWB 1000.00%
15 IWD 1000.00%
16 IWF 1000.00%
17 IWL 1000.00%
18 IRBO 1000.00%
19 JKF 1000.00%
20 JKD 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 110.72M (9.96%) 483.39K
Increased by +0.44%
Sep 30, 23
2 BlackRock Inc 85.76M (7.72%) 670.82K
Increased by +0.78%
Sep 30, 23
3 State Street Corporation 46.36M (4.17%) -2.68M
Decreased by -5.78%
Sep 30, 23
4 T. Rowe Price Associates, Inc. 23.43M (2.11%) 4.61M
Increased by +19.67%
Sep 30, 23
5 Geode Capital Management, LLC 22.12M (1.99%) 539.83K
Increased by +2.44%
Sep 30, 23
6 Morgan Stanley - Brokerage Accounts 20.77M (1.87%) 438.66K
Increased by +2.11%
Sep 30, 23
7 AllianceBernstein L.P. 18.80M (1.69%) 755.71K
Increased by +4.02%
Sep 30, 23
8 Wellington Management Company LLP 15.05M (1.35%) -249.43K
Decreased by -1.66%
Sep 30, 23
9 Ameriprise Financial Inc 14.25M (1.28%) -369.50K
Decreased by -2.59%
Sep 30, 23
10 Northern Trust Corp 12.29M (1.11%) 415.40K
Increased by +3.38%
Sep 30, 23
11 Bank of America Corp 11.15M (1.00%) -1.08M
Decreased by -9.71%
Sep 30, 23
12 Bank of New York Mellon Corp 11.04M (0.99%) 90.16K
Increased by +0.82%
Sep 30, 23
13 FMR Inc 10.65M (0.96%) -4.69M
Decreased by -44.04%
Sep 30, 23
14 Amundi 9.97M (0.90%) 2.00M
Increased by +20.05%
Sep 30, 23
15 Amvescap Plc. 9.25M (0.83%) 1.25M
Increased by +13.55%
Sep 30, 23
16 Capital World Investors 8.66M (0.78%) 7.92M
Increased by +91.38%
Sep 30, 23
17 Capital Research & Mgmt Co - Division 3 8.46M (0.76%) -486.89K
Decreased by -5.76%
Sep 30, 23
18 Aristotle Capital Management LLC 8.37M (0.75%) -143.93K
Decreased by -1.72%
Sep 30, 23
19 Legal & General Group PLC 7.95M (0.71%) -315.76K
Decreased by -3.97%
Sep 30, 23
20 Fidelity International Ltd 7.57M (0.68%) 468.24K
Increased by +6.18%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 34.98M (3.15%) 49.96K
Increased by +0.14%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 27.20M (2.45%) 249.00K
Increased by +0.92%
Nov 30, 23
3 Invesco QQQ Trust 20.36M (1.83%) 45.30K
Increased by +0.22%
Dec 29, 23
4 SPDR® S&P 500 ETF Trust 13.72M (1.23%) -96.36K
Decreased by -0.70%
Dec 31, 23
5 Fidelity® 500 Index 13.00M (1.17%) 82.76K
Increased by +0.64%
Nov 30, 23
6 iShares Core S&P 500 ETF 11.09M (1.00%) 6.62K
Increased by +0.06%
Dec 29, 23
7 Vanguard Value Index Inv 9.57M (0.86%) 28.17K
Increased by +0.29%
Nov 30, 23
8 Vanguard Institutional Index I 7.44M (0.67%) -16.64K
Decreased by -0.22%
Nov 30, 23
9 Technology Select Sector SPDR® ETF 7.07M (0.64%) 2.33K
Increased by +0.03%
Dec 31, 23
10 Vanguard Equity-Income Inv 6.59M (0.59%) -385.75K
Decreased by -5.85%
Sep 30, 23
11 Vanguard Dividend Appreciation ETF 6.46M (0.58%) 43.67K
Increased by +0.68%
Nov 30, 23
12 Vanguard Information Technology ETF 6.08M (0.55%) 13.59K
Increased by +0.22%
Nov 30, 23
13 State St S&P 500® Indx SL Cl III 5.31M (0.48%) -18.70K
Decreased by -0.35%
Dec 31, 23
14 Vanguard High Dividend Yield ETF 5.02M (0.45%) -7.98K
Decreased by -0.16%
Nov 30, 23
15 Fidelity Global Technology A-Dis-EUR 4.59M (0.41%) -140.76K
Decreased by -3.07%
Nov 30, 23
16 American Funds Washington Mutual A 4.53M (0.41%) 1.31M
Increased by +28.85%
Sep 30, 23
17 Capital Group Wash Mutual Invtrs Comp 4.53M (0.41%) 1.31M
Increased by +28.85%
Sep 30, 23
18 iShares Semiconductor ETF 4.52M (0.41%) -25.48K
Decreased by -0.56%
Dec 29, 23
19 VanEck Semiconductor ETF 4.11M (0.37%) -51.70K
Decreased by -1.26%
Nov 30, 23
20 Blackrock Eq Idx Fund CF 3.98M (0.36%) 18.48K
Increased by +0.46%
Dec 31, 23