Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKF 1000.00%
2 IWV 1000.00%
3 IWX 1000.00%
4 IXC 1000.00%
5 IYE 1000.00%
6 IWD 1000.00%
7 IYY 1000.00%
8 JKD 1000.00%
9 JKE 1000.00%
10 IWB 1000.00%
11 IVV 1000.00%
12 IVE 1000.00%
13 IUSV 1000.00%
14 IWL 1000.00%
15 ITOT 1000.00%
16 ILCV 1000.00%
17 ILCG 1000.00%
18 ILCB 1000.00%
19 IEZ 1000.00%
20 OIH 20.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 130.53M (9.19%) 1.41M
Increased by +1.08%
Sep 30, 23
2 BlackRock Inc 105.72M (7.45%) -1.10M
Decreased by -1.04%
Sep 30, 23
3 State Street Corporation 79.31M (5.59%) -4.48M
Decreased by -5.65%
Sep 30, 23
4 T. Rowe Price Associates, Inc. 66.76M (4.70%) 42.82M
Increased by +64.15%
Sep 30, 23
5 Capital World Investors 50.48M (3.56%) 7.40M
Increased by +14.66%
Sep 30, 23
6 GQG Partners LLC 35.98M (2.53%) 2.39M
Increased by +6.63%
Sep 30, 23
7 Wellington Management Company LLP 31.64M (2.23%) -2.64M
Decreased by -8.33%
Sep 30, 23
8 FMR Inc 27.17M (1.91%) 282.71K
Increased by +1.04%
Sep 30, 23
9 Arnhold & S. Bleichroeder Advisers, LLC 26.90M (1.89%) -394.71K
Decreased by -1.47%
Sep 30, 23
10 Geode Capital Management, LLC 26.39M (1.86%) 403.69K
Increased by +1.53%
Sep 30, 23
11 Bank of America Corp 22.52M (1.59%) 118.17K
Increased by +0.52%
Sep 30, 23
12 Deutsche Bank AG 20.96M (1.48%) -2.08M
Decreased by -9.94%
Sep 30, 23
13 Bank of New York Mellon Corp 19.20M (1.35%) -576.82K
Decreased by -3.00%
Sep 30, 23
14 Amundi 17.31M (1.22%) 1.36M
Increased by +7.87%
Sep 30, 23
15 Morgan Stanley - Brokerage Accounts 15.79M (1.11%) 292.82K
Increased by +1.85%
Sep 30, 23
16 Capital Research & Mgmt Co - Division 3 14.71M (1.04%) -362.67K
Decreased by -2.47%
Sep 30, 23
17 Northern Trust Corp 14.26M (1.00%) -101.14K
Decreased by -0.71%
Sep 30, 23
18 Boston Partners Global Investors, Inc 13.37M (0.94%) -1.99M
Decreased by -14.90%
Sep 30, 23
19 Franklin Resources Inc 12.11M (0.85%) -2.70M
Decreased by -22.28%
Sep 30, 23
20 Egerton Capital LLP 9.84M (0.69%) 1.23M
Increased by +12.46%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 44.55M (3.14%) 54.30K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 34.64M (2.44%) 325.34K
Increased by +0.94%
Nov 30, 23
3 Energy Select Sector SPDR® ETF 32.25M (2.27%) -97.76K
Decreased by -0.30%
Dec 31, 23
4 First Eagle Global A 19.91M (1.40%) 0.00
Increased by 0.00%
Nov 30, 23
5 SPDR® S&P 500 ETF Trust 17.55M (1.24%) -123.66K
Decreased by -0.70%
Dec 31, 23
6 American Funds Growth Fund of Amer A 16.69M (1.18%) 1.56M
Increased by +9.33%
Sep 30, 23
7 Capital Group Growth Fnd of Amer Comp 16.69M (1.18%) 1.56M
Increased by +9.33%
Sep 30, 23
8 Fidelity® 500 Index 16.56M (1.17%) 105.39K
Increased by +0.64%
Nov 30, 23
9 iShares Core S&P 500 ETF 14.23M (1.00%) 8.49K
Increased by +0.06%
Dec 29, 23
10 American Funds American Balanced A 12.07M (0.85%) 2.17M
Increased by +18.01%
Sep 30, 23
11 Goldman Sachs GQG Ptnrs Intl Opps Instl 11.03M (0.78%) 0.00
Increased by 0.00%
Sep 30, 23
12 American Funds New Perspective A 10.34M (0.73%) 0.00
Increased by 0.00%
Sep 30, 23
13 Capital Group New Perspective Comp 10.34M (0.73%) 0.00
Increased by 0.00%
Sep 30, 23
14 Vanguard Institutional Index I 9.47M (0.67%) -20.73K
Decreased by -0.22%
Nov 30, 23
15 DWS Top Dividende LD 9.46M (0.67%) -6.00
Decreased by -0.00%
Nov 30, 23
16 VanEck Oil Services ETF 8.45M (0.60%) 0.00
Increased by 0.00%
Dec 30, 23
17 Vanguard Energy ETF 7.40M (0.52%) 50.03K
Increased by +0.68%
Nov 30, 23
18 State St S&P 500® Indx SL Cl III 6.82M (0.48%) 26.50K
Increased by +0.39%
Dec 31, 23
19 American Funds Fundamental Invs A 6.69M (0.47%) -4.12K
Decreased by -0.06%
Sep 30, 23
20 Capital Group Fundamental Invtrs Comp 6.69M (0.47%) -4.12K
Decreased by -0.06%
Sep 30, 23