Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITOT 1000.00%
2 JKE 1000.00%
3 JKD 1000.00%
4 IYY 1000.00%
5 IYC 1000.00%
6 IWY 1000.00%
7 IWV 1000.00%
8 IWL 1000.00%
9 IWF 1000.00%
10 IWB 1000.00%
11 IVW 1000.00%
12 GLOF 1000.00%
13 IVV 1000.00%
14 IUSG 1000.00%
15 IDRV 1000.00%
16 ILCB 1000.00%
17 TSL 121.10%
18 PP 24.23%
19 TSLL 20.66%
20 XLY 16.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 225.94M (8.18%) 3.45M
Increased by +1.53%
Sep 30, 23
2 BlackRock Inc 186.65M (6.75%) 763.79K
Increased by +0.41%
Sep 30, 23
3 State Street Corporation 104.86M (3.79%) 745.98K
Increased by +0.71%
Sep 30, 23
4 Geode Capital Management, LLC 53.88M (1.95%) 2.22M
Increased by +4.12%
Sep 30, 23
5 Capital World Investors 41.10M (1.49%) -1.17M
Decreased by -2.85%
Sep 30, 23
6 Morgan Stanley - Brokerage Accounts 30.16M (1.09%) 2.18M
Increased by +7.22%
Sep 30, 23
7 JPMorgan Chase & Co 29.42M (1.06%) 2.68M
Increased by +9.11%
Sep 30, 23
8 FMR Inc 29.04M (1.05%) 269.18K
Increased by +0.93%
Sep 30, 23
9 Northern Trust Corp 27.54M (1.00%) 909.17K
Increased by +3.30%
Sep 30, 23
10 T. Rowe Price Associates, Inc. 26.60M (0.96%) -1.39M
Decreased by -5.21%
Sep 30, 23
11 Baillie Gifford & Co Limited. 22.30M (0.81%) -890.31K
Decreased by -3.99%
Sep 30, 23
12 Bank of New York Mellon Corp 19.12M (0.69%) -483.50K
Decreased by -2.53%
Sep 30, 23
13 Jennison Associates LLC 18.65M (0.67%) -454.94K
Decreased by -2.44%
Sep 30, 23
14 BAMCO Inc 17.67M (0.64%) -27.87K
Decreased by -0.16%
Sep 30, 23
15 Legal & General Group PLC 17.14M (0.62%) -851.18K
Decreased by -4.97%
Sep 30, 23
16 Goldman Sachs Group Inc 15.61M (0.56%) 1.81M
Increased by +11.57%
Sep 30, 23
17 Nuveen Asset Management, LLC 15.17M (0.55%) -297.66K
Decreased by -1.96%
Sep 30, 23
18 UBS Asset Mgmt Americas Inc 15.12M (0.55%) 2.16M
Increased by +14.27%
Sep 30, 23
19 Charles Schwab Investment Management Inc 14.70M (0.53%) 496.30K
Increased by +3.38%
Sep 30, 23
20 Loomis, Sayles & Company LP 10.30M (0.37%) -376.69K
Decreased by -3.66%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 84.57M (3.06%) 115.30K
Increased by +0.14%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 67.30M (2.44%) 620.96K
Increased by +0.92%
Nov 30, 23
3 Invesco QQQ Trust 34.07M (1.23%) 75.83K
Increased by +0.22%
Dec 29, 23
4 SPDR® S&P 500 ETF Trust 34.07M (1.23%) -239.59K
Decreased by -0.70%
Dec 31, 23
5 Fidelity® 500 Index 32.18M (1.16%) 204.77K
Increased by +0.64%
Nov 30, 23
6 iShares Core S&P 500 ETF 27.55M (1.00%) 16.44K
Increased by +0.06%
Dec 29, 23
7 Vanguard Growth Index Investor 23.77M (0.86%) 129.96K
Increased by +0.55%
Nov 30, 23
8 American Funds Growth Fund of Amer A 22.55M (0.82%) -898.23K
Decreased by -3.98%
Sep 30, 23
9 Capital Group Growth Fnd of Amer Comp 22.55M (0.82%) -898.23K
Decreased by -3.98%
Sep 30, 23
10 Vanguard Institutional Index I 18.40M (0.67%) -40.62K
Decreased by -0.22%
Nov 30, 23
11 Consumer Discret Sel Sect SPDR® ETF 14.07M (0.51%) -5.70K
Decreased by -0.04%
Dec 31, 23
12 State St S&P 500® Indx SL Cl III 13.21M (0.48%) 16.00K
Increased by +0.12%
Dec 31, 23
13 Baron Partners Retail 12.15M (0.44%) -2.50K
Decreased by -0.02%
Dec 31, 23
14 American Funds New Perspective A 10.53M (0.38%) -474.00K
Decreased by -4.50%
Sep 30, 23
15 Capital Group New Perspective Comp 10.53M (0.38%) -474.00K
Decreased by -4.50%
Sep 30, 23
16 Blackrock Eq Idx Fund CF 9.88M (0.36%) 81.94K
Increased by +0.83%
Dec 31, 23
17 iShares Russell 1000 Growth ETF 9.50M (0.34%) -15.86K
Decreased by -0.17%
Dec 29, 23
18 American Funds IS® Growth 1 7.56M (0.27%) -83.00K
Decreased by -1.10%
Sep 30, 23
19 Capital Group Growth Composite 7.56M (0.27%) -83.00K
Decreased by -1.10%
Sep 30, 23
20 JPM US Large Cap Growth-MA 7.27M (0.26%) 6.74M
Increased by +92.78%
Sep 30, 23