Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.26M (9.03%) 187.48K
Increased by +0.88%
Sep 30, 23
2 BlackRock Inc 16.67M (7.08%) 443.50K
Increased by +2.66%
Sep 30, 23
3 State Street Corporation 10.01M (4.25%) -375.91K
Decreased by -3.76%
Sep 30, 23
4 Massachusetts Financial Services Company 5.71M (2.42%) -114.63K
Decreased by -2.01%
Sep 30, 23
5 FMR Inc 5.43M (2.31%) 2.15M
Increased by +39.54%
Sep 30, 23
6 Morgan Stanley - Brokerage Accounts 5.06M (2.15%) 75.57K
Increased by +1.49%
Sep 30, 23
7 Geode Capital Management, LLC 4.40M (1.87%) 121.54K
Increased by +2.76%
Sep 30, 23
8 T. Rowe Price Associates, Inc. 4.07M (1.73%) -913.75K
Decreased by -22.42%
Sep 30, 23
9 Parnassus Investments, LLC 2.95M (1.25%) -43.56K
Decreased by -1.47%
Sep 30, 23
10 Fiera Capital Corporation 2.80M (1.19%) -259.96K
Decreased by -9.29%
Sep 30, 23
11 Capital World Investors 2.77M (1.17%) 34.00K
Increased by +1.23%
Sep 30, 23
12 JPMorgan Chase & Co 2.73M (1.16%) 167.50K
Increased by +6.13%
Sep 30, 23
13 AllianceBernstein L.P. 2.70M (1.15%) 363.56K
Increased by +13.47%
Sep 30, 23
14 ClearBridge Advisors, LLC 2.66M (1.13%) 28.55K
Increased by +1.07%
Sep 30, 23
15 HHG PLC 2.64M (1.12%) 175.93K
Increased by +6.67%
Sep 30, 23
16 Northern Trust Corp 2.52M (1.07%) 106.32K
Increased by +4.21%
Sep 30, 23
17 Capital Research Global Investors 2.48M (1.05%) 387.96K
Increased by +15.64%
Sep 30, 23
18 Goldman Sachs Group Inc 2.19M (0.93%) -610.09K
Decreased by -27.91%
Sep 30, 23
19 Ameriprise Financial Inc 2.03M (0.86%) -111.61K
Decreased by -5.49%
Sep 30, 23
20 Bank of New York Mellon Corp 1.85M (0.78%) -14.26K
Decreased by -0.77%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.25M (3.08%) 8.58K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 5.77M (2.45%) 53.45K
Increased by +0.93%
Nov 30, 23
3 SPDR® S&P 500 ETF Trust 2.92M (1.24%) 23.24K
Increased by +0.79%
Dec 29, 23
4 American Funds New Perspective A 2.86M (1.22%) -73.65K
Decreased by -2.57%
Sep 30, 23
5 Capital Group New Perspective Comp 2.86M (1.22%) -73.65K
Decreased by -2.57%
Sep 30, 23
6 Fidelity® 500 Index 2.76M (1.17%) 17.54K
Increased by +0.64%
Nov 30, 23
7 iShares Core S&P 500 ETF 2.35M (1.00%) 1.40K
Increased by +0.06%
Dec 29, 23
8 Vanguard Growth Index Investor 2.04M (0.87%) 11.17K
Increased by +0.55%
Nov 30, 23
9 MFS Large Cap Value Equity 1.97M (0.84%) -53.50K
Decreased by -2.71%
Sep 30, 23
10 American Funds Growth Fund of Amer A 1.87M (0.79%) -130.07K
Decreased by -6.96%
Sep 30, 23
11 Capital Group Growth Fnd of Amer Comp 1.87M (0.79%) -130.07K
Decreased by -6.96%
Sep 30, 23
12 Parnassus Core Equity Investor 1.74M (0.74%) -27.14K
Decreased by -1.56%
Nov 30, 23
13 MFS Value A 1.68M (0.72%) -18.67K
Decreased by -1.11%
Nov 30, 23
14 Vanguard Institutional Index I 1.58M (0.67%) -3.94K
Decreased by -0.25%
Nov 30, 23
15 Vanguard Dividend Appreciation ETF 1.36M (0.58%) 9.46K
Increased by +0.69%
Nov 30, 23
16 Materials Select Sector SPDR® ETF 1.31M (0.56%) 67.86K
Increased by +5.17%
Dec 29, 23
17 Fidelity® Magellan® 1.24M (0.52%) -800.00
Decreased by -0.06%
Nov 30, 23
18 State St S&P 500® Indx SL Cl III 1.13M (0.48%) 4.60K
Increased by +0.41%
Nov 30, 23
19 AB Large Cap Growth A 991.21K (0.42%) 320.56K
Increased by +32.34%
Nov 30, 23
20 T. Rowe Price Blue Chip Growth 884.64K (0.38%) -61.93K
Decreased by -7.00%
Sep 30, 23