Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKG 1000.00%
2 IWB 1000.00%
3 ITOT 1000.00%
4 IWV 1000.00%
5 IYC 1000.00%
6 IYY 1000.00%
7 GLOF 1000.00%
8 JKD 1000.00%
9 JKF 1000.00%
10 JKI 1000.00%
11 IRBO 1000.00%
12 IWD 1000.00%
13 IMCV 1000.00%
14 IMCB 1000.00%
15 ILCV 1000.00%
16 ILCB 1000.00%
17 IWR 1000.00%
18 IWS 1000.00%
19 UFO 5.03%
20 DIP 3.67%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 54.32M (8.71%) -6.98M
Decreased by -12.85%
Sep 30, 23
2 BlackRock Inc 44.66M (7.16%) -4.60M
Decreased by -10.31%
Sep 30, 23
3 State Street Corporation 28.81M (4.62%) 46.81K
Increased by +0.16%
Sep 30, 23
4 AQR Capital Management LLC 14.64M (2.35%) 12.13M
Increased by +82.84%
Sep 30, 23
5 Citigroup Inc 14.17M (2.27%) 12.32M
Increased by +86.92%
Sep 30, 23
6 Geode Capital Management, LLC 12.51M (2.00%) -257.52K
Decreased by -2.06%
Sep 30, 23
7 Northern Trust Corp 11.26M (1.80%) 1.78M
Increased by +15.78%
Sep 30, 23
8 New York State Common Retirement Fund 10.30M (1.65%) 6.48M
Increased by +62.91%
Sep 30, 23
9 Berkshire Hathaway Inc 9.68M (1.55%) 9.68M
Increased by +100.00%
Sep 30, 23
10 Morgan Stanley - Brokerage Accounts 9.54M (1.53%) -1.30M
Decreased by -13.67%
Sep 30, 23
11 Goldman Sachs Group Inc 9.46M (1.52%) 1.95M
Increased by +20.65%
Sep 30, 23
12 Amvescap Plc. 8.67M (1.39%) 1.69M
Increased by +19.44%
Sep 30, 23
13 Bank of New York Mellon Corp 8.42M (1.35%) -853.32K
Decreased by -10.14%
Sep 30, 23
14 First Trust Advisors L.P. 6.49M (1.04%) 79.55K
Increased by +1.23%
Sep 30, 23
15 COWEN AND COMPANY, LLC 6.38M (1.02%) 4.38M
Increased by +68.63%
Sep 30, 23
16 JPMorgan Chase & Co 5.31M (0.85%) 54.98K
Increased by +1.04%
Sep 30, 23
17 Legal & General Group PLC 5.12M (0.82%) -82.04K
Decreased by -1.60%
Sep 30, 23
18 Charles Schwab Investment Management Inc 4.74M (0.76%) 38.69K
Increased by +0.82%
Sep 30, 23
19 Bank of America Corp 4.59M (0.74%) 457.49K
Increased by +9.98%
Sep 30, 23
20 UBS Asset Mgmt Americas Inc 3.97M (0.64%) 274.87K
Increased by +6.92%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Invesco QQQ Trust 70.37M (11.28%) 156.22K
Increased by +0.22%
Dec 29, 23
2 Vanguard Total Stock Mkt Idx Inv 18.48M (2.96%) 26.29K
Increased by +0.14%
Nov 30, 23
3 Vanguard Mid Cap Index Institutional 10.61M (1.70%) -33.92K
Decreased by -0.32%
Nov 30, 23
4 Invesco NASDAQ 100 ETF 5.65M (0.91%) 32.90K
Increased by +0.58%
Dec 29, 23
5 Vanguard Institutional Extnd Mkt Idx Tr 5.39M (0.86%) 151.17K
Increased by +2.80%
Nov 30, 23
6 Vanguard Value Index Inv 4.93M (0.79%) 10.68K
Increased by +0.22%
Nov 30, 23
7 Vanguard Mid-Cap Value ETF 4.64M (0.74%) -20.01K
Decreased by -0.43%
Nov 30, 23
8 First Trust NASDAQ-100 Equal Wtd ETF 4.12M (0.66%) -1.82K
Decreased by -0.04%
Dec 28, 23
9 State St Russell Sm/Mid Cp® Indx NL Cl C 3.85M (0.62%) 148.50K
Increased by +3.85%
Dec 31, 23
10 iShares NASDAQ 100 ETF USD Acc 3.70M (0.59%) 0.00
Increased by 0.00%
Dec 29, 23
11 Fidelity® Extended Market Index 3.51M (0.56%) 21.93K
Increased by +0.62%
Nov 30, 23
12 Vanguard High Dividend Yield ETF 2.90M (0.46%) -18.39K
Decreased by -0.64%
Nov 30, 23
13 Invesco EQQQ NASDAQ-100 ETF 2.57M (0.41%) 4.25K
Increased by +0.17%
Dec 29, 23
14 Global X NASDAQ 100 Covered Call ETF 2.43M (0.39%) 0.00
Increased by 0.00%
Dec 29, 23
15 Vanguard Communication Services ETF 2.38M (0.38%) -7.70K
Decreased by -0.32%
Nov 30, 23
16 JPM Global Income A (div) EUR 2.33M (0.37%) 0.00
Increased by 0.00%
Nov 30, 23
17 Schwab Fundamental US Small Company ETF 2.31M (0.37%) 1.65K
Increased by +0.07%
Dec 30, 23
18 Fidelity Nasdaq Composite Index 2.25M (0.36%) -11.08K
Decreased by -0.49%
Nov 30, 23
19 WisdomTree US Quality Dividend Gr ETF 2.18M (0.35%) 1.38K
Increased by +0.06%
Nov 30, 23
20 JNL/Mellon Nasdaq® 100 Index A 2.08M (0.33%) 446.01K
Increased by +21.47%
Sep 30, 23