Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 106.89M (9.61%) 387.63K
Increased by +0.36%
Sep 30, 23
2 BlackRock Inc 78.36M (7.04%) -2.01M
Decreased by -2.57%
Sep 30, 23
3 State Street Corporation 44.93M (4.04%) -692.91K
Decreased by -1.54%
Sep 30, 23
4 Bank of America Corp 26.98M (2.42%) -2.81M
Decreased by -10.43%
Sep 30, 23
5 Capital Research Global Investors 25.37M (2.28%) -2.00M
Decreased by -7.89%
Sep 30, 23
6 Geode Capital Management, LLC 22.35M (2.01%) 401.22K
Increased by +1.79%
Sep 30, 23
7 Morgan Stanley - Brokerage Accounts 21.50M (1.93%) -441.05K
Decreased by -2.05%
Sep 30, 23
8 Northern Trust Corp 15.22M (1.37%) 232.03K
Increased by +1.52%
Sep 30, 23
9 Royal Bank of Canada 14.11M (1.27%) -867.35K
Decreased by -6.15%
Sep 30, 23
10 JPMorgan Chase & Co 14.00M (1.26%) -148.91K
Decreased by -1.06%
Sep 30, 23
11 Fisher Asset Management, LLC 11.10M (1.00%) 229.12K
Increased by +2.06%
Sep 30, 23
12 Wells Fargo & Co 10.66M (0.96%) 60.58K
Increased by +0.57%
Sep 30, 23
13 Amvescap Plc. 10.54M (0.95%) 1.12M
Increased by +10.58%
Sep 30, 23
14 Charles Schwab Investment Management Inc 10.00M (0.90%) -9.07K
Decreased by -0.09%
Sep 30, 23
15 Bank of New York Mellon Corp 9.53M (0.86%) -32.09K
Decreased by -0.34%
Sep 30, 23
16 Loomis, Sayles & Company LP 8.72M (0.78%) -307.36K
Decreased by -3.52%
Sep 30, 23
17 Nuveen Asset Management, LLC 8.53M (0.77%) 632.20K
Increased by +7.41%
Sep 30, 23
18 UBS Group AG 8.44M (0.76%) -417.63K
Decreased by -4.95%
Sep 30, 23
19 FMR Inc 7.36M (0.66%) -587.42K
Decreased by -7.98%
Sep 30, 23
20 Legal & General Group PLC 6.99M (0.63%) -643.80K
Decreased by -9.21%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 35.90M (3.23%) 52.32K
Increased by +0.15%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 27.92M (2.51%) 256.67K
Increased by +0.92%
Nov 30, 23
3 Invesco QQQ Trust 20.79M (1.87%) 46.25K
Increased by +0.22%
Dec 29, 23
4 SPDR® S&P 500 ETF Trust 14.18M (1.27%) 112.55K
Increased by +0.79%
Dec 29, 23
5 Fidelity® 500 Index 13.35M (1.20%) 84.94K
Increased by +0.64%
Nov 30, 23
6 iShares Core S&P 500 ETF 11.38M (1.02%) 6.79K
Increased by +0.06%
Dec 29, 23
7 Vanguard Growth Index Investor 10.09M (0.91%) 55.14K
Increased by +0.55%
Nov 30, 23
8 American Funds American Mutual A 9.22M (0.83%) -310.82K
Decreased by -3.37%
Sep 30, 23
9 Capital Group American Mutual Comp 9.22M (0.83%) -310.82K
Decreased by -3.37%
Sep 30, 23
10 Vanguard Institutional Index I 7.63M (0.69%) -16.66K
Decreased by -0.22%
Nov 30, 23
11 Vanguard Dividend Appreciation ETF 6.59M (0.59%) 44.60K
Increased by +0.68%
Nov 30, 23
12 Consumer Discret Sel Sect SPDR® ETF 5.96M (0.54%) -2.72K
Decreased by -0.05%
Dec 29, 23
13 State St S&P 500® Indx SL Cl III 5.47M (0.49%) 22.00K
Increased by +0.40%
Nov 30, 23
14 American Funds Invmt Co of Amer A 5.24M (0.47%) -293.38K
Decreased by -5.60%
Sep 30, 23
15 Capital Group Investment Co of Amer Comp 5.24M (0.47%) -293.38K
Decreased by -5.60%
Sep 30, 23
16 Vanguard Wellington™ Inv 5.19M (0.47%) -4.06M
Decreased by -78.18%
Sep 30, 23
17 Vanguard High Dividend Yield ETF 5.08M (0.46%) -12.08K
Decreased by -0.24%
Nov 30, 23
18 Capital Group AMCAP Composite 4.58M (0.41%) 592.95K
Increased by +12.94%
Sep 30, 23
19 VA CollegeAmerica Amcap 529A 4.58M (0.41%) 592.95K
Increased by +12.94%
Sep 30, 23
20 JPM US Large Cap Growth-MA 4.44M (0.40%) 4.02M
Increased by +90.52%
Sep 30, 23