Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYY 1000.00%
2 IWD 1000.00%
3 IWB 1000.00%
4 IVV 1000.00%
5 IVE 1000.00%
6 ISCB 1000.00%
7 IWR 1000.00%
8 IWS 1000.00%
9 IWV 1000.00%
10 IYC 1000.00%
11 JKJ 1000.00%
12 IUSV 1000.00%
13 ITOT 1000.00%
14 ISCV 1000.00%
15 WBIG 2.36%
16 RCD 2.00%
17 RSPD 1.96%
18 SPDV 1.75%
19 QDIV 1.66%
20 GDIV 1.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 31.55M (13.82%) 173.11K
Increased by +0.55%
Sep 30, 23
2 BlackRock Inc 15.02M (6.58%) -1.34M
Decreased by -8.95%
Sep 30, 23
3 FMR Inc 14.02M (6.14%) 280.96K
Increased by +2.00%
Sep 30, 23
4 State Street Corporation 9.32M (4.08%) -266.09K
Decreased by -2.85%
Sep 30, 23
5 Victory Capital Management Inc. 6.82M (2.99%) 305.66K
Increased by +4.48%
Sep 30, 23
6 Franklin Resources Inc 5.90M (2.58%) -2.56M
Decreased by -43.41%
Sep 30, 23
7 Ameriprise Financial Inc 5.25M (2.30%) 1.15M
Increased by +22.00%
Sep 30, 23
8 Geode Capital Management, LLC 5.15M (2.26%) 119.48K
Increased by +2.32%
Sep 30, 23
9 Ninety One UK Limited 4.72M (2.07%) -1.03M
Decreased by -21.82%
Sep 30, 23
10 American Century Companies Inc 4.49M (1.96%) 960.88K
Increased by +21.42%
Sep 30, 23
11 Millennium Management LLC 4.48M (1.96%) 3.62M
Increased by +80.90%
Sep 30, 23
12 Arrowstreet Capital Limited Partnership 4.40M (1.93%) 490.96K
Increased by +11.15%
Sep 30, 23
13 Amvescap Plc. 4.39M (1.93%) 1.21M
Increased by +27.42%
Sep 30, 23
14 JPMorgan Chase & Co 4.15M (1.82%) -9.92M
Decreased by -239.19%
Sep 30, 23
15 AllianceBernstein L.P. 3.43M (1.50%) -1.03M
Decreased by -30.14%
Sep 30, 23
16 Capital Research Global Investors 3.24M (1.42%) 610.91K
Increased by +18.83%
Sep 30, 23
17 Northern Trust Corp 3.19M (1.40%) 152.51K
Increased by +4.78%
Sep 30, 23
18 Dimensional Fund Advisors, Inc. 3.16M (1.39%) -377.10K
Decreased by -11.91%
Sep 30, 23
19 Morgan Stanley - Brokerage Accounts 2.96M (1.30%) 1.01M
Increased by +33.96%
Sep 30, 23
20 Bank of New York Mellon Corp 2.51M (1.10%) 122.66K
Increased by +4.89%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.11M (3.11%) 41.64K
Increased by +0.59%
Nov 30, 23
2 Vanguard Small Cap Index 5.89M (2.58%) 23.50K
Increased by +0.40%
Nov 30, 23
3 Vanguard Institutional 500 Index Trust 5.66M (2.48%) 59.92K
Increased by +1.06%
Nov 30, 23
4 Victory Sycamore Established Value R 4.78M (2.09%) 660.00K
Increased by +13.81%
Sep 30, 23
5 Vanguard Small Cap Value Index Inv 4.10M (1.79%) 13.23K
Increased by +0.32%
Nov 30, 23
6 American Century Small Cap Value Inv 3.38M (1.48%) 1.44M
Increased by +42.60%
Sep 30, 23
7 American Century U.S. Small Cap Value 3.38M (1.48%) 1.44M
Increased by +42.60%
Sep 30, 23
8 Vanguard Equity-Income Inv 3.36M (1.47%) 863.83K
Increased by +25.72%
Sep 30, 23
9 Pacer US Cash Cows 100 ETF 3.09M (1.35%) 12.26K
Increased by +0.40%
Dec 29, 23
10 SPDR® S&P 500 ETF Trust 2.86M (1.25%) -19.86K
Decreased by -0.69%
Dec 31, 23
11 Invesco S&P 500® Equal Weight ETF 2.82M (1.24%) 0.00
Increased by 0.00%
Dec 29, 23
12 Franklin Mutual Shares Z 2.76M (1.21%) 0.00
Increased by 0.00%
Nov 30, 23
13 Fidelity® 500 Index 2.70M (1.18%) 17.19K
Increased by +0.64%
Nov 30, 23
14 Columbia Contrarian Core Inst 2.60M (1.14%) 296.51K
Increased by +11.39%
Nov 30, 23
15 JPM US Mid Cap Value-MA 2.42M (1.06%) 2.41M
Increased by +99.59%
Sep 30, 23
16 JPMorgan Mid Cap Value L 2.42M (1.06%) 0.00
Increased by 0.00%
Nov 30, 23
17 JPM US Mid Cap Value-Composite 2.38M (1.04%) -45.73K
Decreased by -1.92%
Dec 31, 23
18 Columbia Contrarian Large Cap Core 2.31M (1.01%) 0.00
Increased by 0.00%
Oct 31, 23
19 iShares Core S&P 500 ETF 2.28M (1.00%) 2.21K
Increased by +0.10%
Nov 30, 23