Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IUSV 1000.00%
2 IVE 1000.00%
3 JKG 1000.00%
4 KXI 1000.00%
5 JKF 1000.00%
6 JKE 1000.00%
7 JKD 1000.00%
8 ILCB 1000.00%
9 ILCG 1000.00%
10 JKI 1000.00%
11 ILCV 1000.00%
12 IMCB 1000.00%
13 IMCG 1000.00%
14 IYY 1000.00%
15 IYK 1000.00%
16 IWV 1000.00%
17 IWS 1000.00%
18 IMCV 1000.00%
19 IWR 1000.00%
20 IWD 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 35.74M (12.85%) -2.23M
Decreased by -6.24%
Sep 30, 23
2 BlackRock Inc 21.31M (7.66%) 126.38K
Increased by +0.59%
Sep 30, 23
3 T. Rowe Price Associates, Inc. 13.56M (4.87%) 388.94K
Increased by +2.87%
Sep 30, 23
4 State Street Corporation 13.11M (4.71%) -387.11K
Decreased by -2.95%
Sep 30, 23
5 Wellington Management Company LLP 9.73M (3.50%) 200.59K
Increased by +2.06%
Sep 30, 23
6 FMR Inc 7.45M (2.68%) 1.03M
Increased by +13.89%
Sep 30, 23
7 Charles Schwab Investment Management Inc 6.60M (2.37%) 223.45K
Increased by +3.39%
Sep 30, 23
8 Geode Capital Management, LLC 6.17M (2.22%) 88.39K
Increased by +1.43%
Sep 30, 23
9 Amvescap Plc. 5.93M (2.13%) -929.32K
Decreased by -15.68%
Sep 30, 23
10 Pzena Investment Management, LLC 5.44M (1.96%) 5.44M
Increased by +100.00%
Sep 30, 23
11 Northern Trust Corp 5.23M (1.88%) 134.78K
Increased by +2.58%
Sep 30, 23
12 Victory Capital Management Inc. 5.00M (1.80%) -393.18K
Decreased by -7.87%
Sep 30, 23
13 Bank of New York Mellon Corp 4.25M (1.53%) 2.10M
Increased by +49.30%
Sep 30, 23
14 Dimensional Fund Advisors, Inc. 4.09M (1.47%) -16.43K
Decreased by -0.40%
Sep 30, 23
15 Morgan Stanley - Brokerage Accounts 3.60M (1.29%) -50.37K
Decreased by -1.40%
Sep 30, 23
16 Yacktman Asset Management Co 3.05M (1.10%) -9.34K
Decreased by -0.31%
Sep 30, 23
17 Amundi 2.86M (1.03%) 1.08M
Increased by +37.85%
Sep 30, 23
18 Legal & General Group PLC 2.05M (0.74%) -18.94K
Decreased by -0.92%
Sep 30, 23
19 Goldman Sachs Group Inc 2.02M (0.72%) 904.81K
Increased by +44.89%
Sep 30, 23
20 Capital Research Global Investors 1.91M (0.69%) 1.91M
Increased by +100.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 8.95M (3.22%) 12.00K
Increased by +0.13%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 6.96M (2.50%) 64.92K
Increased by +0.93%
Nov 30, 23
3 Vanguard Windsor Investor Shares 6.59M (2.37%) 2.50M
Increased by +37.86%
Sep 30, 23
4 Vanguard Mid Cap Index Institutional 6.49M (2.33%) 6.76K
Increased by +0.10%
Nov 30, 23
5 Schwab US Dividend Equity ETF™ 4.49M (1.61%) 656.00
Increased by +0.01%
Dec 30, 23
6 SPDR® S&P 500 ETF Trust 3.53M (1.27%) -24.67K
Decreased by -0.70%
Dec 31, 23
7 Fidelity® 500 Index 3.33M (1.20%) 21.17K
Increased by +0.64%
Nov 30, 23
8 Victory Sycamore Established Value R 3.32M (1.19%) -155.00K
Decreased by -4.67%
Sep 30, 23
9 T. Rowe Price Mid-Cap Value 2.85M (1.03%) 187.77K
Increased by +6.58%
Sep 30, 23
10 T. Rowe Price US Mid-Cap Value Equity 2.85M (1.03%) 187.77K
Increased by +6.58%
Sep 30, 23
11 iShares Core S&P 500 ETF 2.84M (1.02%) 1.70K
Increased by +0.06%
Dec 29, 23
12 T. Rowe Price Equity Income 2.71M (0.98%) -15.00K
Decreased by -0.55%
Sep 30, 23
13 T. Rowe Price US Lg-Cp Equity Inc Comp 2.71M (0.98%) -15.00K
Decreased by -0.55%
Sep 30, 23
14 Pzena Large Cap Value 2.50M (0.90%) 0.00
Increased by 0.00%
Dec 31, 23
15 Vanguard Value Index Inv 2.44M (0.88%) 765.00
Increased by +0.03%
Nov 30, 23
16 Vanguard Mid-Cap Value ETF 2.30M (0.83%) -10.20K
Decreased by -0.44%
Nov 30, 23
17 FlexShares Mstar Glbl Upstrm Nat Res ETF 2.06M (0.74%) 0.00
Increased by 0.00%
Nov 30, 23
18 Consumer Staples Select Sector SPDR® ETF 2.01M (0.72%) -6.16K
Decreased by -0.31%
Dec 31, 23
19 American Funds Income Fund of Amer A 1.90M (0.68%) 1.90M
Increased by +100.00%
Sep 30, 23
20 Vanguard Institutional Index I 1.90M (0.68%) -6.40K
Decreased by -0.34%
Nov 30, 23