Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 32.76M (8.49%) 180.62K
Increased by +0.55%
Sep 30, 23
2 BlackRock Inc 28.00M (7.26%) -2.05M
Decreased by -7.32%
Sep 30, 23
3 State Street Corporation 15.64M (4.06%) -475.37K
Decreased by -3.04%
Sep 30, 23
4 Capital World Investors 12.76M (3.31%) -121.09K
Decreased by -0.95%
Sep 30, 23
5 Morgan Stanley - Brokerage Accounts 12.42M (3.22%) 50.74K
Increased by +0.41%
Sep 30, 23
6 T. Rowe Price Associates, Inc. 10.14M (2.63%) 1.02M
Increased by +10.05%
Sep 30, 23
7 FMR Inc 8.32M (2.16%) -890.12K
Decreased by -10.70%
Sep 30, 23
8 Capital Research Global Investors 7.47M (1.94%) 1.38M
Increased by +18.48%
Sep 30, 23
9 Geode Capital Management, LLC 7.12M (1.85%) 139.47K
Increased by +1.96%
Sep 30, 23
10 Massachusetts Financial Services Company 6.41M (1.66%) -387.80K
Decreased by -6.05%
Sep 30, 23
11 Bank of America Corp 5.55M (1.44%) 283.22K
Increased by +5.10%
Sep 30, 23
12 Royal Bank of Canada 4.60M (1.19%) -130.92K
Decreased by -2.85%
Sep 30, 23
13 JPMorgan Chase & Co 4.06M (1.05%) -1.04M
Decreased by -25.68%
Sep 30, 23
14 Northern Trust Corp 3.93M (1.02%) 99.38K
Increased by +2.53%
Sep 30, 23
15 TCI Fund Management Limited 3.19M (0.83%) 20.00K
Increased by +0.63%
Sep 30, 23
16 Bank of New York Mellon Corp 3.10M (0.80%) -102.42K
Decreased by -3.31%
Sep 30, 23
17 Wellington Management Company LLP 3.08M (0.80%) 274.46K
Increased by +8.91%
Sep 30, 23
18 PRIMECAP Management Company 3.03M (0.78%) -52.12K
Decreased by -1.72%
Sep 30, 23
19 Amundi 2.90M (0.75%) 60.44K
Increased by +2.08%
Sep 30, 23
20 Fisher Asset Management, LLC 2.57M (0.67%) 114.39K
Increased by +4.45%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 12.10M (3.14%) 16.21K
Increased by +0.13%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 9.41M (2.44%) 86.64K
Increased by +0.92%
Nov 30, 23
3 SPDR® S&P 500 ETF Trust 4.76M (1.23%) -33.43K
Decreased by -0.70%
Dec 31, 23
4 Fidelity® 500 Index 4.50M (1.17%) 28.62K
Increased by +0.64%
Nov 30, 23
5 iShares Core S&P 500 ETF 3.85M (1.00%) 2.30K
Increased by +0.06%
Dec 29, 23
6 American Funds Growth Fund of Amer A 3.49M (0.90%) -213.78K
Decreased by -6.13%
Sep 30, 23
7 Capital Group Growth Fnd of Amer Comp 3.49M (0.90%) -213.78K
Decreased by -6.13%
Sep 30, 23
8 Vanguard Growth Index Investor 3.40M (0.88%) 18.58K
Increased by +0.55%
Nov 30, 23
9 Health Care Select Sector SPDR® ETF 2.87M (0.74%) -2.08K
Decreased by -0.07%
Dec 31, 23
10 Vanguard Institutional Index I 2.57M (0.67%) -5.79K
Decreased by -0.23%
Nov 30, 23
11 Capital Group AMCAP Composite 2.21M (0.57%) 125.18K
Increased by +5.65%
Sep 30, 23
12 VA CollegeAmerica Amcap 529A 2.21M (0.57%) 125.18K
Increased by +5.65%
Sep 30, 23
13 Vanguard Health Care Inv 2.11M (0.55%) 83.72K
Increased by +3.97%
Sep 30, 23
14 American Funds Fundamental Invs A 2.09M (0.54%) -1.29K
Decreased by -0.06%
Sep 30, 23
15 Capital Group Fundamental Invtrs Comp 2.09M (0.54%) -1.29K
Decreased by -0.06%
Sep 30, 23
16 American Funds American Balanced A 2.00M (0.52%) -72.22K
Decreased by -3.61%
Sep 30, 23
17 Morgan Stanley Glbl Franchise 1.92M (0.50%) 25.09K
Increased by +1.31%
Sep 30, 23
18 American Funds New Perspective A 1.90M (0.49%) 0.00
Increased by 0.00%
Sep 30, 23
19 Capital Group New Perspective Comp 1.90M (0.49%) 0.00
Increased by 0.00%
Sep 30, 23
20 MS INVF Global Brands A USD 1.88M (0.49%) -12.31K
Decreased by -0.66%
Nov 30, 23