Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWX 1000.00%
2 IGF 1000.00%
3 HDV 1000.00%
4 JKD 1000.00%
5 ILCB 1000.00%
6 ILCV 1000.00%
7 ITOT 1000.00%
8 IUSV 1000.00%
9 IVE 1000.00%
10 JKF 1000.00%
11 IVV 1000.00%
12 IWB 1000.00%
13 IWD 1000.00%
14 JXI 1000.00%
15 IDU 1000.00%
16 IWL 1000.00%
17 IWV 1000.00%
18 IYY 1000.00%
19 XLU 8.27%
20 FUTY 7.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 99.57M (9.15%) 352.02K
Increased by +0.35%
Sep 30, 23
2 BlackRock Inc 77.63M (7.14%) -479.82K
Decreased by -0.62%
Sep 30, 23
3 State Street Corporation 62.80M (5.77%) 178.32K
Increased by +0.28%
Sep 30, 23
4 FMR Inc 38.91M (3.58%) 1.84M
Increased by +4.73%
Sep 30, 23
5 T. Rowe Price Associates, Inc. 34.29M (3.15%) -9.03M
Decreased by -26.33%
Sep 30, 23
6 Massachusetts Financial Services Company 26.10M (2.40%) -912.23K
Decreased by -3.49%
Sep 30, 23
7 Geode Capital Management, LLC 20.12M (1.85%) 307.77K
Increased by +1.53%
Sep 30, 23
8 Franklin Resources Inc 15.68M (1.44%) -386.13K
Decreased by -2.46%
Sep 30, 23
9 Northern Trust Corp 10.74M (0.99%) 163.99K
Increased by +1.53%
Sep 30, 23
10 Capital Research & Mgmt Co - Division 3 10.74M (0.99%) 5.15M
Increased by +48.00%
Sep 30, 23
11 Morgan Stanley - Brokerage Accounts 9.81M (0.90%) 349.12K
Increased by +3.56%
Sep 30, 23
12 Capital Research Global Investors 9.47M (0.87%) -2.44M
Decreased by -25.72%
Sep 30, 23
13 Legal & General Group PLC 9.01M (0.83%) -362.56K
Decreased by -4.02%
Sep 30, 23
14 Bank of New York Mellon Corp 8.21M (0.75%) -310.60K
Decreased by -3.78%
Sep 30, 23
15 Ameriprise Financial Inc 7.55M (0.69%) 2.10M
Increased by +27.79%
Sep 30, 23
16 JPMorgan Chase & Co 7.49M (0.69%) 2.86M
Increased by +38.16%
Sep 30, 23
17 Federated Hermes Inc 6.78M (0.62%) -17.10K
Decreased by -0.25%
Sep 30, 23
18 Bank of America Corp 6.78M (0.62%) -103.42K
Decreased by -1.53%
Sep 30, 23
19 California Public Employees Retrmnt Sys 6.63M (0.61%) -16.48K
Decreased by -0.25%
Sep 30, 23
20 Charles Schwab Investment Management Inc 5.98M (0.55%) 89.90K
Increased by +1.50%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 34.23M (3.15%) 40.99K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 26.58M (2.44%) 249.25K
Increased by +0.94%
Nov 30, 23
3 Utilities Select Sector SPDR® ETF 16.46M (1.51%) -46.24K
Decreased by -0.28%
Dec 31, 23
4 MFS Large Cap Value Equity 15.25M (1.40%) -413.61K
Decreased by -2.71%
Sep 30, 23
5 MFS Value A 15.00M (1.38%) -166.38K
Decreased by -1.11%
Nov 30, 23
6 SPDR® S&P 500 ETF Trust 13.45M (1.24%) -94.46K
Decreased by -0.70%
Dec 31, 23
7 Fidelity® 500 Index 12.71M (1.17%) 80.87K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 10.86M (1.00%) 6.48K
Increased by +0.06%
Dec 29, 23
9 Vanguard Value Index Inv 9.35M (0.86%) 24.50K
Increased by +0.26%
Nov 30, 23
10 Franklin Income A1 9.00M (0.83%) 0.00
Increased by 0.00%
Nov 30, 23
11 Vanguard Institutional Index I 7.27M (0.67%) -15.00K
Decreased by -0.21%
Nov 30, 23
12 T. Rowe Price Equity Income 7.04M (0.65%) -420.00K
Decreased by -5.97%
Sep 30, 23
13 T. Rowe Price US Lg-Cp Equity Inc Comp 7.04M (0.65%) -420.00K
Decreased by -5.97%
Sep 30, 23
14 Vanguard Utilities ETF 6.44M (0.59%) -116.45K
Decreased by -1.81%
Nov 30, 23
15 American Funds Capital Income Bldr A 5.75M (0.53%) -949.17K
Decreased by -16.52%
Sep 30, 23
16 SPDR® S&P Dividend ETF 5.73M (0.53%) 0.00
Increased by 0.00%
Dec 31, 23
17 American Funds Washington Mutual A 5.65M (0.52%) 3.31M
Increased by +58.56%
Sep 30, 23
18 Capital Group Wash Mutual Invtrs Comp 5.65M (0.52%) 3.31M
Increased by +58.56%
Sep 30, 23
19 State St S&P 500® Indx SL Cl III 5.20M (0.48%) -8.90K
Decreased by -0.17%
Dec 31, 23
20 iShares MSCI USA Min Vol Factor ETF 4.98M (0.46%) 728.56K
Increased by +14.62%
Nov 30, 23