Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 28.46M (9.00%) -56.94K
Decreased by -0.20%
Sep 30, 23
2 BlackRock Inc 24.34M (7.70%) -467.82K
Decreased by -1.92%
Sep 30, 23
3 State Street Corporation 14.02M (4.43%) -414.42K
Decreased by -2.96%
Sep 30, 23
4 JPMorgan Chase & Co 9.70M (3.07%) -685.91K
Decreased by -7.07%
Sep 30, 23
5 TCI Fund Management Limited 9.06M (2.86%) -271.00K
Decreased by -2.99%
Sep 30, 23
6 Wellington Management Company LLP 7.58M (2.40%) 881.22K
Increased by +11.63%
Sep 30, 23
7 FMR Inc 6.40M (2.02%) 11.72K
Increased by +0.18%
Sep 30, 23
8 Geode Capital Management, LLC 6.04M (1.91%) 75.31K
Increased by +1.25%
Sep 30, 23
9 Morgan Stanley - Brokerage Accounts 5.66M (1.79%) 428.74K
Increased by +7.58%
Sep 30, 23
10 Capital Research & Mgmt Co - Division 3 4.89M (1.54%) 2.35K
Increased by +0.05%
Sep 30, 23
11 Bank of America Corp 4.04M (1.28%) 1.83M
Increased by +45.25%
Sep 30, 23
12 Amvescap Plc. 4.03M (1.27%) -213.95K
Decreased by -5.31%
Sep 30, 23
13 Edgewood Management LLC 3.57M (1.13%) -109.99K
Decreased by -3.08%
Sep 30, 23
14 Northern Trust Corp 3.28M (1.04%) 52.56K
Increased by +1.60%
Sep 30, 23
15 Capital World Investors 2.81M (0.89%) -650.66K
Decreased by -23.19%
Sep 30, 23
16 T. Rowe Price Associates, Inc. 2.64M (0.83%) -172.70K
Decreased by -6.55%
Sep 30, 23
17 Bank of New York Mellon Corp 2.58M (0.81%) -94.00K
Decreased by -3.65%
Sep 30, 23
18 Legal & General Group PLC 2.51M (0.79%) -90.38K
Decreased by -3.60%
Sep 30, 23
19 Nuveen Asset Management, LLC 2.49M (0.79%) -388.69K
Decreased by -15.59%
Sep 30, 23
20 Parnassus Investments, LLC 2.46M (0.78%) -41.08K
Decreased by -1.67%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 9.97M (3.15%) 14.41K
Increased by +0.14%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 7.93M (2.51%) 73.36K
Increased by +0.92%
Nov 30, 23
3 SPDR® S&P 500 ETF Trust 3.99M (1.26%) -28.03K
Decreased by -0.70%
Dec 31, 23
4 Fidelity® 500 Index 3.79M (1.20%) 24.13K
Increased by +0.64%
Nov 30, 23
5 iShares Core S&P 500 ETF 3.23M (1.02%) 1.93K
Increased by +0.06%
Dec 29, 23
6 Vanguard Growth Index Investor 2.80M (0.89%) 15.34K
Increased by +0.55%
Nov 30, 23
7 Vanguard Wellington™ Inv 2.40M (0.76%) 216.37K
Increased by +9.03%
Sep 30, 23
8 Vanguard Institutional Index I 2.17M (0.69%) -4.85K
Decreased by -0.22%
Nov 30, 23
9 Financial Select Sector SPDR® ETF 2.12M (0.67%) 4.33K
Increased by +0.20%
Dec 31, 23
10 Vanguard Dividend Appreciation ETF 1.90M (0.60%) 12.93K
Increased by +0.68%
Nov 30, 23
11 Edgewood Growth Instl 1.83M (0.58%) -70.81K
Decreased by -3.86%
Sep 30, 23
12 American Funds Washington Mutual A 1.79M (0.57%) -4.86K
Decreased by -0.27%
Sep 30, 23
13 Capital Group Wash Mutual Invtrs Comp 1.79M (0.57%) -4.86K
Decreased by -0.27%
Sep 30, 23
14 Parnassus Core Equity Investor 1.69M (0.53%) -26.34K
Decreased by -1.56%
Nov 30, 23
15 American Funds Invmt Co of Amer A 1.67M (0.53%) -3.04K
Decreased by -0.18%
Sep 30, 23
16 Capital Group Investment Co of Amer Comp 1.67M (0.53%) -3.04K
Decreased by -0.18%
Sep 30, 23
17 State St S&P 500® Indx SL Cl III 1.55M (0.49%) -8.00K
Decreased by -0.52%
Dec 31, 23
18 Fidelity® Magellan® 1.17M (0.37%) -800.00
Decreased by -0.07%
Nov 30, 23
19 Blackrock Eq Idx Fund CF 1.16M (0.37%) 3.51K
Increased by +0.30%
Dec 31, 23
20 Invesco Global A 894.13K (0.28%) 0.00
Increased by 0.00%
Nov 30, 23