Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IXN 1000.00%
2 IWY 1000.00%
3 IWX 1000.00%
4 IWV 1000.00%
5 IWTR 1000.00%
6 IWL 1000.00%
7 IWF 1000.00%
8 IWD 1000.00%
9 IWB 1000.00%
10 IVW 1000.00%
11 IVV 1000.00%
12 IVE 1000.00%
13 IUSV 1000.00%
14 IUSG 1000.00%
15 ITOT 1000.00%
16 IRBO 1000.00%
17 IYW 1000.00%
18 IOO 1000.00%
19 ILCV 1000.00%
20 ILCB 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 88.86M (9.80%) 458.85K
Increased by +0.52%
Sep 30, 23
2 BlackRock Inc 78.51M (8.66%) -1.17M
Decreased by -1.49%
Sep 30, 23
3 State Street Corporation 37.24M (4.11%) -687.55K
Decreased by -1.85%
Sep 30, 23
4 Capital Research Global Investors 27.43M (3.03%) 10.36M
Increased by +37.79%
Sep 30, 23
5 Wellington Management Company LLP 26.45M (2.92%) -76.25K
Decreased by -0.29%
Sep 30, 23
6 Bank of America Corp 22.79M (2.51%) 459.84K
Increased by +2.02%
Sep 30, 23
7 JPMorgan Chase & Co 21.94M (2.42%) 2.34M
Increased by +10.65%
Sep 30, 23
8 Geode Capital Management, LLC 19.27M (2.13%) -1.38M
Decreased by -7.16%
Sep 30, 23
9 Charles Schwab Investment Management Inc 18.89M (2.08%) 839.96K
Increased by +4.45%
Sep 30, 23
10 PRIMECAP Management Company 15.80M (1.74%) -124.19K
Decreased by -0.79%
Sep 30, 23
11 Bank of New York Mellon Corp 14.98M (1.65%) -194.57K
Decreased by -1.30%
Sep 30, 23
12 T. Rowe Price Associates, Inc. 14.45M (1.59%) -1.03M
Decreased by -7.10%
Sep 30, 23
13 Morgan Stanley - Brokerage Accounts 14.15M (1.56%) 1.76M
Increased by +12.40%
Sep 30, 23
14 Northern Trust Corp 11.10M (1.22%) 315.30K
Increased by +2.84%
Sep 30, 23
15 Franklin Resources Inc 10.83M (1.19%) -1.02M
Decreased by -9.38%
Sep 30, 23
16 Massachusetts Financial Services Company 10.46M (1.15%) -3.44M
Decreased by -32.90%
Sep 30, 23
17 Goldman Sachs Group Inc 9.22M (1.02%) 1.24M
Increased by +13.48%
Sep 30, 23
18 Royal Bank of Canada 8.02M (0.88%) 736.31K
Increased by +9.19%
Sep 30, 23
19 HHG PLC 7.35M (0.81%) -913.72K
Decreased by -12.43%
Sep 30, 23
20 UBS Asset Mgmt Americas Inc 6.82M (0.75%) 723.05K
Increased by +10.60%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 28.45M (3.14%) 39.01K
Increased by +0.14%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 22.13M (2.44%) 202.23K
Increased by +0.91%
Nov 30, 23
3 Invesco QQQ Trust 16.61M (1.83%) 36.95K
Increased by +0.22%
Dec 29, 23
4 Schwab US Dividend Equity ETF™ 12.72M (1.40%) 1.86K
Increased by +0.01%
Dec 30, 23
5 SPDR® S&P 500 ETF Trust 11.20M (1.24%) -78.69K
Decreased by -0.70%
Dec 31, 23
6 Vanguard PRIMECAP Inv 10.76M (1.19%) -1.86K
Decreased by -0.02%
Sep 30, 23
7 Fidelity® 500 Index 10.58M (1.17%) 67.33K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 9.05M (1.00%) 5.40K
Increased by +0.06%
Dec 29, 23
9 Vanguard Wellington™ Inv 8.09M (0.89%) -120.64K
Decreased by -1.49%
Sep 30, 23
10 Vanguard Growth Index Investor 8.00M (0.88%) 43.69K
Increased by +0.55%
Nov 30, 23
11 American Funds American Mutual A 7.29M (0.80%) 1.16M
Increased by +15.86%
Sep 30, 23
12 Capital Group American Mutual Comp 7.29M (0.80%) 1.16M
Increased by +15.86%
Sep 30, 23
13 Vanguard Dividend Growth Inv 7.26M (0.80%) 0.00
Increased by 0.00%
Sep 30, 23
14 Vanguard Institutional Index I 6.05M (0.67%) -13.62K
Decreased by -0.23%
Nov 30, 23
15 Technology Select Sector SPDR® ETF 5.77M (0.64%) 1.90K
Increased by +0.03%
Dec 31, 23
16 MFS Large Cap Value Equity 5.72M (0.63%) -2.15M
Decreased by -37.52%
Sep 30, 23
17 American Funds Invmt Co of Amer A 5.57M (0.61%) 1.79M
Increased by +32.17%
Sep 30, 23
18 Capital Group Investment Co of Amer Comp 5.57M (0.61%) 1.79M
Increased by +32.17%
Sep 30, 23
19 Vanguard Dividend Appreciation ETF 5.24M (0.58%) 35.27K
Increased by +0.67%
Nov 30, 23
20 MFS Value A 5.14M (0.57%) -57.03K
Decreased by -1.11%
Nov 30, 23