Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IVE 1000.00%
2 IMCV 1000.00%
3 IWB 1000.00%
4 IVV 1000.00%
5 IUSV 1000.00%
6 JKI 1000.00%
7 KXI 1000.00%
8 JKG 1000.00%
9 ITOT 1000.00%
10 JKF 1000.00%
11 JKD 1000.00%
12 ILCB 1000.00%
13 IYY 1000.00%
14 IYK 1000.00%
15 IWV 1000.00%
16 IWS 1000.00%
17 IWR 1000.00%
18 ILCV 1000.00%
19 IMCB 1000.00%
20 IWD 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 22.00M (11.36%) 35.08K
Increased by +0.16%
Sep 30, 23
2 BlackRock Inc 14.80M (7.64%) 102.21K
Increased by +0.69%
Sep 30, 23
3 Dodge & Cox 14.69M (7.58%) -3.46M
Decreased by -23.59%
Sep 30, 23
4 Capital Research & Mgmt Co - Division 3 9.01M (4.65%) 2.12M
Increased by +23.58%
Sep 30, 23
5 State Street Corporation 8.28M (4.27%) -135.84K
Decreased by -1.64%
Sep 30, 23
6 LSV Asset Management 6.52M (3.37%) -458.93K
Decreased by -7.03%
Sep 30, 23
7 Clarkston Capital Partners, LLC 4.66M (2.40%) -436.56K
Decreased by -9.37%
Sep 30, 23
8 Geode Capital Management, LLC 3.99M (2.06%) 53.44K
Increased by +1.34%
Sep 30, 23
9 Marshall Wace Asset Management Ltd 3.77M (1.95%) 1.62M
Increased by +42.95%
Sep 30, 23
10 AQR Capital Management LLC 3.48M (1.79%) 1.50M
Increased by +43.17%
Sep 30, 23
11 Morgan Stanley - Brokerage Accounts 3.45M (1.78%) 988.86K
Increased by +28.69%
Sep 30, 23
12 Citadel Advisors Llc 3.40M (1.76%) -320.70K
Decreased by -9.43%
Sep 30, 23
13 Amvescap Plc. 3.09M (1.59%) 355.69K
Increased by +11.52%
Sep 30, 23
14 Dimensional Fund Advisors, Inc. 2.51M (1.30%) -355.20K
Decreased by -14.15%
Sep 30, 23
15 Bank of New York Mellon Corp 2.08M (1.07%) -18.54K
Decreased by -0.89%
Sep 30, 23
16 Northern Trust Corp 2.02M (1.04%) 218.00K
Increased by +10.81%
Sep 30, 23
17 Charles Schwab Investment Management Inc 1.61M (0.83%) -6.61K
Decreased by -0.41%
Sep 30, 23
18 Legal & General Group PLC 1.49M (0.77%) -53.39K
Decreased by -3.57%
Sep 30, 23
19 Man Group PLC 1.34M (0.69%) 413.24K
Increased by +30.91%
Sep 30, 23
20 Schroder Investment Management Group 1.24M (0.64%) -293.39K
Decreased by -23.60%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 10.73M (5.54%) 10.68M
Increased by +99.53%
Sep 30, 23
2 Vanguard Total Stock Mkt Idx Inv 5.67M (2.92%) 7.10K
Increased by +0.13%
Nov 30, 23
3 Vanguard Institutional 500 Index Trust 4.52M (2.33%) 44.13K
Increased by +0.98%
Nov 30, 23
4 Clarkston Capital SMID Composite 3.12M (1.61%) -327.31K
Decreased by -10.49%
Sep 30, 23
5 American Funds Growth Fund of Amer A 2.57M (1.32%) -8.60K
Decreased by -0.34%
Sep 30, 23
6 Capital Group Growth Fnd of Amer Comp 2.57M (1.32%) -8.60K
Decreased by -0.34%
Sep 30, 23
7 Vanguard Small Cap Index 2.34M (1.21%) 9.79K
Increased by +0.42%
Nov 30, 23
8 American Funds IS® Growth-Income 1 2.33M (1.20%) 0.00
Increased by 0.00%
Sep 30, 23
9 Capital Group Core Equity Composite 2.33M (1.20%) 0.00
Increased by 0.00%
Sep 30, 23
10 SPDR® S&P 500 ETF Trust 2.29M (1.18%) -16.06K
Decreased by -0.70%
Dec 31, 23
11 Fidelity® 500 Index 2.16M (1.12%) 13.76K
Increased by +0.64%
Nov 30, 23
12 Pacer US Cash Cows 100 ETF 2.13M (1.10%) 8.46K
Increased by +0.40%
Dec 29, 23
13 Vanguard Mid Cap Index Institutional 2.05M (1.06%) -578.00
Decreased by -0.03%
Nov 30, 23
14 iShares Core S&P 500 ETF 1.84M (0.95%) 1.10K
Increased by +0.06%
Dec 29, 23
15 Vanguard Small Cap Value Index Inv 1.63M (0.84%) 5.10K
Increased by +0.31%
Nov 30, 23
16 Invesco S&P 500® Equal Weight ETF 1.52M (0.78%) 0.00
Increased by 0.00%
Dec 29, 23
17 Consumer Staples Select Sector SPDR® ETF 1.30M (0.67%) -5.29K
Decreased by -0.41%
Dec 31, 23
18 American Funds Washington Mutual A 1.29M (0.67%) 1.29M
Increased by +100.00%
Sep 30, 23
19 Capital Group Wash Mutual Invtrs Comp 1.29M (0.67%) 1.29M
Increased by +100.00%
Sep 30, 23
20 Vanguard Institutional Index I 1.24M (0.64%) 1.03K
Increased by +0.08%
Nov 30, 23