Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IUSV 1000.00%
2 ITOT 1000.00%
3 IVE 1000.00%
4 ILCV 1000.00%
5 ILCG 1000.00%
6 ILCB 1000.00%
7 IVV 1000.00%
8 IWB 1000.00%
9 IWD 1000.00%
10 IWL 1000.00%
11 IWV 1000.00%
12 IWX 1000.00%
13 IXP 1000.00%
14 IYY 1000.00%
15 JKD 1000.00%
16 JKE 1000.00%
17 JKF 1000.00%
18 RSPC 5.11%
19 EWCO 4.68%
20 XLC 4.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 43.38M (7.60%) -4.83M
Decreased by -11.14%
Sep 30, 23
2 SoftBank Group Corp 43.34M (7.60%) 0.00
Increased by 0.00%
Sep 30, 23
3 T. Rowe Price Associates, Inc. 38.17M (6.69%) 978.87K
Increased by +2.56%
Sep 30, 23
4 BlackRock Inc 37.09M (6.50%) -2.38M
Decreased by -6.41%
Sep 30, 23
5 State Street Corporation 22.73M (3.98%) -2.00M
Decreased by -8.81%
Sep 30, 23
6 FMR Inc 16.93M (2.97%) -2.01M
Decreased by -11.86%
Sep 30, 23
7 Dodge & Cox 11.36M (1.99%) -142.24K
Decreased by -1.25%
Sep 30, 23
8 Geode Capital Management, LLC 11.26M (1.97%) -806.81K
Decreased by -7.16%
Sep 30, 23
9 Morgan Stanley - Brokerage Accounts 11.26M (1.97%) 104.49K
Increased by +0.93%
Sep 30, 23
10 Royal Bank of Canada 10.51M (1.84%) 693.44K
Increased by +6.60%
Sep 30, 23
11 Amvescap Plc. 7.68M (1.35%) 45.20K
Increased by +0.59%
Sep 30, 23
12 Neuberger Berman Group LLC 7.47M (1.31%) -14.25K
Decreased by -0.19%
Sep 30, 23
13 JPMorgan Chase & Co 5.78M (1.01%) -3.28M
Decreased by -56.76%
Sep 30, 23
14 Northern Trust Corp 5.25M (0.92%) -277.62K
Decreased by -5.29%
Sep 30, 23
15 Berkshire Hathaway Inc 5.24M (0.92%) 0.00
Increased by 0.00%
Sep 30, 23
16 Bank of New York Mellon Corp 4.50M (0.79%) -931.94K
Decreased by -20.72%
Sep 30, 23
17 Ameriprise Financial Inc 4.38M (0.77%) -144.49K
Decreased by -3.30%
Sep 30, 23
18 Dimensional Fund Advisors, Inc. 4.23M (0.74%) 54.92K
Increased by +1.30%
Sep 30, 23
19 Millennium Management LLC 4.09M (0.72%) 1.59M
Increased by +38.81%
Sep 30, 23
20 Citadel Advisors Llc 4.02M (0.70%) -2.09M
Decreased by -51.88%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Invesco QQQ Trust 21.15M (3.71%) 47.08K
Increased by +0.22%
Dec 29, 23
2 Vanguard Total Stock Mkt Idx Inv 16.59M (2.91%) 25.19K
Increased by +0.15%
Nov 30, 23
3 Vanguard Institutional 500 Index Trust 12.62M (2.21%) 116.56K
Increased by +0.92%
Nov 30, 23
4 Dodge & Cox Stock I 7.31M (1.28%) 7.27M
Increased by +99.51%
Sep 30, 23
5 SPDR® S&P 500 ETF Trust 6.27M (1.10%) -44.09K
Decreased by -0.70%
Dec 31, 23
6 Fidelity® 500 Index 6.03M (1.06%) 38.38K
Increased by +0.64%
Nov 30, 23
7 iShares Core S&P 500 ETF 5.07M (0.89%) 3.03K
Increased by +0.06%
Dec 29, 23
8 Vanguard Growth Index Investor 4.66M (0.82%) 25.45K
Increased by +0.55%
Nov 30, 23
9 Communication Services Sel Sect SPDR®ETF 4.55M (0.80%) 19.17K
Increased by +0.42%
Dec 29, 23
10 T. Rowe Price Blue Chip Growth 3.63M (0.64%) -206.02K
Decreased by -5.67%
Sep 30, 23
11 T. Rowe Price US Lrg-Cap Core Gr Eq Comp 3.63M (0.64%) -206.02K
Decreased by -5.67%
Sep 30, 23
12 Vanguard Institutional Index I 3.45M (0.60%) -7.54K
Decreased by -0.22%
Nov 30, 23
13 Fidelity Advisor® Growth Opps M 3.37M (0.59%) -565.20K
Decreased by -16.77%
Nov 30, 23
14 T. Rowe Price Growth Stock 3.06M (0.54%) 273.19K
Increased by +8.92%
Sep 30, 23
15 T. Rowe Price US Growth Stock Composite 3.06M (0.54%) 273.19K
Increased by +8.92%
Sep 30, 23
16 American Funds Growth Fund of Amer A 2.70M (0.47%) -9.05K
Decreased by -0.34%
Sep 30, 23
17 Capital Group Growth Fnd of Amer Comp 2.70M (0.47%) -9.05K
Decreased by -0.34%
Sep 30, 23
18 iShares MSCI USA Min Vol Factor ETF 2.61M (0.46%) 1.77K
Increased by +0.07%
Dec 29, 23
19 T. Rowe Price Comm & Tech Investor 2.48M (0.43%) -42.30K
Decreased by -1.71%
Sep 30, 23
20 State St S&P 500® Indx SL Cl III 2.43M (0.43%) -42.70K
Decreased by -1.76%
Dec 31, 23