Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 95.14M (8.36%) 392.78K
Increased by +0.41%
Sep 30, 23
2 BlackRock Inc 83.82M (7.37%) 3.72M
Increased by +4.44%
Sep 30, 23
3 Wellington Management Company LLP 63.07M (5.54%) -12.19M
Decreased by -19.33%
Sep 30, 23
4 FMR Inc 52.01M (4.57%) 6.04M
Increased by +11.61%
Sep 30, 23
5 State Street Corporation 45.92M (4.04%) -621.23K
Decreased by -1.35%
Sep 30, 23
6 JPMorgan Chase & Co 30.98M (2.72%) -2.85M
Decreased by -9.19%
Sep 30, 23
7 Morgan Stanley - Brokerage Accounts 24.75M (2.18%) 371.16K
Increased by +1.50%
Sep 30, 23
8 Bank of New York Mellon Corp 22.69M (1.99%) -775.91K
Decreased by -3.42%
Sep 30, 23
9 Geode Capital Management, LLC 21.88M (1.92%) 433.77K
Increased by +1.98%
Sep 30, 23
10 Bank of America Corp 18.25M (1.60%) 101.54K
Increased by +0.56%
Sep 30, 23
11 Capital Research & Mgmt Co - Division 3 18.02M (1.58%) -1.01M
Decreased by -5.60%
Sep 30, 23
12 Northern Trust Corp 13.73M (1.21%) 313.53K
Increased by +2.28%
Sep 30, 23
13 PRIMECAP Management Company 13.57M (1.19%) -56.70K
Decreased by -0.42%
Sep 30, 23
14 HHG PLC 13.15M (1.16%) -1.28M
Decreased by -9.73%
Sep 30, 23
15 Alecta Pensionsforsakring, Omsesidigt 13.03M (1.15%) -600.00K
Decreased by -4.61%
Sep 30, 23
16 Royal Bank of Canada 13.02M (1.14%) 1.40M
Increased by +10.75%
Sep 30, 23
17 Nuveen Asset Management, LLC 11.85M (1.04%) 129.25K
Increased by +1.09%
Sep 30, 23
18 Amundi 11.36M (1.00%) 1.38M
Increased by +12.12%
Sep 30, 23
19 Fiera Capital Corporation 10.25M (0.90%) -1.02M
Decreased by -9.95%
Sep 30, 23
20 T. Rowe Price Associates, Inc. 9.80M (0.86%) -3.98M
Decreased by -40.62%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 36.00M (3.16%) 43.17K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 28.01M (2.46%) 257.65K
Increased by +0.92%
Nov 30, 23
3 Vanguard Dividend Growth Inv 18.01M (1.58%) -3.90M
Decreased by -21.63%
Sep 30, 23
4 SPDR® S&P 500 ETF Trust 14.10M (1.24%) -99.13K
Decreased by -0.70%
Dec 31, 23
5 Fidelity® 500 Index 13.39M (1.18%) 85.22K
Increased by +0.64%
Nov 30, 23
6 iShares Core S&P 500 ETF 11.40M (1.00%) 6.80K
Increased by +0.06%
Dec 29, 23
7 Vanguard Growth Index Investor 10.12M (0.89%) 55.42K
Increased by +0.55%
Nov 30, 23
8 Vanguard Wellington™ Inv 8.60M (0.76%) -2.11M
Decreased by -24.49%
Sep 30, 23
9 JPM US Equity Income-MA 8.44M (0.74%) 8.43M
Increased by +99.88%
Sep 30, 23
10 Vanguard PRIMECAP Inv 8.17M (0.72%) 0.00
Increased by 0.00%
Sep 30, 23
11 JPMorgan Equity Income I 7.77M (0.68%) -232.43K
Decreased by -2.99%
Nov 30, 23
12 Vanguard Institutional Index I 7.66M (0.67%) -16.43K
Decreased by -0.21%
Nov 30, 23
13 American Funds Washington Mutual A 7.48M (0.66%) -20.30K
Decreased by -0.27%
Sep 30, 23
14 Capital Group Wash Mutual Invtrs Comp 7.48M (0.66%) -20.30K
Decreased by -0.27%
Sep 30, 23
15 JPM US Equity Income-Composite 6.87M (0.60%) -1.57M
Decreased by -22.82%
Dec 31, 23
16 Consumer Discret Sel Sect SPDR® ETF 6.55M (0.58%) 578.90K
Increased by +8.84%
Dec 31, 23
17 UBS: Global Equity 6.38M (0.56%) 0.00
Increased by 0.00%
Sep 30, 23
18 American Funds American Balanced A 5.73M (0.50%) 0.00
Increased by 0.00%
Sep 30, 23
19 State St S&P 500® Indx SL Cl III 5.47M (0.48%) -24.10K
Decreased by -0.44%
Dec 31, 23
20 Fidelity Growth Compy Commingled Pl O 5.06M (0.44%) -26.23K
Decreased by -0.52%
Nov 30, 23