Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWP 1000.00%
2 JKE 1000.00%
3 JKD 1000.00%
4 IYY 1000.00%
5 IWV 1000.00%
6 IWS 1000.00%
7 IWR 1000.00%
8 IWF 1000.00%
9 IWD 1000.00%
10 IWB 1000.00%
11 IVW 1000.00%
12 IVV 1000.00%
13 IVE 1000.00%
14 IUSV 1000.00%
15 IUSG 1000.00%
16 ITOT 1000.00%
17 IMCG 1000.00%
18 IMCB 1000.00%
19 ILCG 1000.00%
20 ILCB 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.51M (11.81%) -138.87K
Decreased by -1.03%
Sep 30, 23
2 BlackRock Inc 9.49M (8.30%) 345.80K
Increased by +3.64%
Sep 30, 23
3 Capital World Investors 5.26M (4.60%) -608.34K
Decreased by -11.56%
Sep 30, 23
4 State Street Corporation 4.44M (3.88%) -78.88K
Decreased by -1.78%
Sep 30, 23
5 Morgan Stanley - Brokerage Accounts 3.15M (2.76%) -1.15K
Decreased by -0.04%
Sep 30, 23
6 JPMorgan Chase & Co 2.75M (2.41%) 70.27K
Increased by +2.55%
Sep 30, 23
7 Geode Capital Management, LLC 2.51M (2.20%) 47.83K
Increased by +1.90%
Sep 30, 23
8 Bank of America Corp 2.28M (1.99%) 56.87K
Increased by +2.49%
Sep 30, 23
9 Amundi 2.03M (1.78%) -215.94K
Decreased by -10.63%
Sep 30, 23
10 Massachusetts Financial Services Company 1.91M (1.67%) 172.58K
Increased by +9.04%
Sep 30, 23
11 UBS Group AG 1.52M (1.33%) 3.85K
Increased by +0.25%
Sep 30, 23
12 Northern Trust Corp 1.40M (1.22%) 43.99K
Increased by +3.14%
Sep 30, 23
13 Goldman Sachs Group Inc 1.26M (1.10%) 83.25K
Increased by +6.63%
Sep 30, 23
14 Lazard Asset Management LLC 1.15M (1.00%) -2.52K
Decreased by -0.22%
Sep 30, 23
15 Amvescap Plc. 1.13M (0.99%) 2.36K
Increased by +0.21%
Sep 30, 23
16 Alecta Pensionsforsakring, Omsesidigt 1.09M (0.96%) 0.00
Increased by 0.00%
Sep 30, 23
17 Sumitomo Mitsui Trust Holdings Inc 897.89K (0.78%) -26.35K
Decreased by -2.93%
Sep 30, 23
18 Ninety One UK Limited 893.52K (0.78%) -13.42K
Decreased by -1.50%
Sep 30, 23
19 Bank of New York Mellon Corp 875.92K (0.77%) -43.36K
Decreased by -4.95%
Sep 30, 23
20 HHG PLC 864.62K (0.76%) 176.77K
Increased by +20.45%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.60M (3.15%) 4.37K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 2.80M (2.45%) 25.28K
Increased by +0.90%
Nov 30, 23
3 Vanguard Mid Cap Index Institutional 2.61M (2.28%) 2.09K
Increased by +0.08%
Nov 30, 23
4 American Funds Growth Fund of Amer A 1.46M (1.28%) -4.90K
Decreased by -0.34%
Sep 30, 23
5 Capital Group Growth Fnd of Amer Comp 1.46M (1.28%) -4.90K
Decreased by -0.34%
Sep 30, 23
6 SPDR® S&P 500 ETF Trust 1.41M (1.24%) -9.93K
Decreased by -0.70%
Dec 31, 23
7 Fidelity® 500 Index 1.34M (1.17%) 8.52K
Increased by +0.64%
Nov 30, 23
8 American Funds American Balanced A 1.22M (1.07%) 0.00
Increased by 0.00%
Sep 30, 23
9 iShares Core S&P 500 ETF 1.14M (1.00%) 680.00
Increased by +0.06%
Dec 29, 23
10 JPM US Large Cap Growth-MA 1.11M (0.97%) 1.01M
Increased by +90.76%
Sep 30, 23
11 Vanguard Growth Index Investor 1.01M (0.88%) 5.66K
Increased by +0.56%
Nov 30, 23
12 American Funds Washington Mutual A 960.77K (0.84%) -2.61K
Decreased by -0.27%
Sep 30, 23
13 Capital Group Wash Mutual Invtrs Comp 960.77K (0.84%) -2.61K
Decreased by -0.27%
Sep 30, 23
14 MFS Growth Equity 915.07K (0.80%) 54.13K
Increased by +5.92%
Sep 30, 23
15 JPMorgan Large Cap Growth I 879.08K (0.77%) -232.91K
Decreased by -26.49%
Nov 30, 23
16 American Funds Fundamental Invs A 792.89K (0.69%) -488.00
Decreased by -0.06%
Sep 30, 23
17 Capital Group Fundamental Invtrs Comp 792.89K (0.69%) -488.00
Decreased by -0.06%
Sep 30, 23
18 Vanguard Institutional Index I 765.67K (0.67%) -1.48K
Decreased by -0.19%
Nov 30, 23
19 MFS Growth B 694.39K (0.61%) -142.96K
Decreased by -20.59%
Nov 30, 23
20 Vanguard Dividend Appreciation ETF 662.04K (0.58%) 4.59K
Increased by +0.69%
Nov 30, 23