Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IVW 1000.00%
2 GLOF 1000.00%
3 JKF 1000.00%
4 JKE 1000.00%
5 JKD 1000.00%
6 IYY 1000.00%
7 IYH 1000.00%
8 IXJ 1000.00%
9 IWY 1000.00%
10 IWX 1000.00%
11 IWV 1000.00%
12 IWL 1000.00%
13 IWF 1000.00%
14 IWD 1000.00%
15 IWB 1000.00%
16 IHF 1000.00%
17 IVV 1000.00%
18 IVE 1000.00%
19 IUSV 1000.00%
20 IUSG 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 83.61M (8.97%) -286.92K
Decreased by -0.34%
Sep 30, 23
2 BlackRock Inc 72.93M (7.83%) -1.23M
Decreased by -1.69%
Sep 30, 23
3 State Street Corporation 44.43M (4.77%) -1.89M
Decreased by -4.25%
Sep 30, 23
4 FMR Inc 43.49M (4.67%) -1.45M
Decreased by -3.33%
Sep 30, 23
5 Capital World Investors 28.85M (3.10%) -310.49K
Decreased by -1.08%
Sep 30, 23
6 T. Rowe Price Associates, Inc. 26.76M (2.87%) -1.18M
Decreased by -4.42%
Sep 30, 23
7 Wellington Management Company LLP 25.22M (2.71%) 527.53K
Increased by +2.09%
Sep 30, 23
8 JPMorgan Chase & Co 23.32M (2.50%) 915.15K
Increased by +3.92%
Sep 30, 23
9 Geode Capital Management, LLC 17.87M (1.92%) 323.96K
Increased by +1.81%
Sep 30, 23
10 Morgan Stanley - Brokerage Accounts 15.72M (1.69%) -445.82K
Decreased by -2.84%
Sep 30, 23
11 Capital Research Global Investors 14.80M (1.59%) 393.45K
Increased by +2.66%
Sep 30, 23
12 Bank of America Corp 11.91M (1.28%) 2.41M
Increased by +20.22%
Sep 30, 23
13 AllianceBernstein L.P. 11.71M (1.26%) -39.91K
Decreased by -0.34%
Sep 30, 23
14 Capital Research & Mgmt Co - Division 3 11.32M (1.21%) -2.21M
Decreased by -19.49%
Sep 30, 23
15 Royal Bank of Canada 10.22M (1.10%) 232.68K
Increased by +2.28%
Sep 30, 23
16 Northern Trust Corp 9.79M (1.05%) 341.75K
Increased by +3.49%
Sep 30, 23
17 Bank of New York Mellon Corp 8.24M (0.88%) 180.33K
Increased by +2.19%
Sep 30, 23
18 Wells Fargo & Co 8.02M (0.86%) 498.46K
Increased by +6.21%
Sep 30, 23
19 Nuveen Asset Management, LLC 7.04M (0.76%) -116.37K
Decreased by -1.65%
Sep 30, 23
20 Legal & General Group PLC 6.67M (0.72%) -272.93K
Decreased by -4.09%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 29.04M (3.12%) 40.08K
Increased by +0.14%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 22.58M (2.42%) 208.56K
Increased by +0.92%
Nov 30, 23
3 2ndVote Advisers LIF Index 21.92M (2.35%) 0.00
Increased by 0.00%
Mar 31, 23
4 SPDR® S&P 500 ETF Trust 11.40M (1.22%) -80.15K
Decreased by -0.70%
Dec 31, 23
5 Fidelity® 500 Index 10.79M (1.16%) 68.69K
Increased by +0.64%
Nov 30, 23
6 American Funds Washington Mutual A 10.05M (1.08%) -675.06K
Decreased by -6.72%
Sep 30, 23
7 Capital Group Wash Mutual Invtrs Comp 10.05M (1.08%) -675.06K
Decreased by -6.72%
Sep 30, 23
8 iShares Core S&P 500 ETF 9.21M (0.99%) 5.50K
Increased by +0.06%
Dec 29, 23
9 American Funds Growth Fund of Amer A 9.02M (0.97%) -620.28K
Decreased by -6.88%
Sep 30, 23
10 Capital Group Growth Fnd of Amer Comp 9.02M (0.97%) -620.28K
Decreased by -6.88%
Sep 30, 23
11 Fidelity® Contrafund® 8.22M (0.88%) 0.00
Increased by 0.00%
Nov 30, 23
12 American Funds American Balanced A 8.13M (0.87%) -396.88K
Decreased by -4.88%
Sep 30, 23
13 Vanguard Value Index Inv 7.94M (0.85%) 21.95K
Increased by +0.28%
Nov 30, 23
14 Health Care Select Sector SPDR® ETF 6.88M (0.74%) -4.99K
Decreased by -0.07%
Dec 31, 23
15 Vanguard Health Care Inv 6.20M (0.67%) 100.66K
Increased by +1.62%
Sep 30, 23
16 Vanguard Institutional Index I 6.17M (0.66%) -13.63K
Decreased by -0.22%
Nov 30, 23
17 2ndVote Advisers SDI Index 6.02M (0.65%) 0.00
Increased by 0.00%
Mar 31, 23
18 SPDR® Dow Jones Industrial Avrg ETF Tr 5.68M (0.61%) 29.65K
Increased by +0.52%
Dec 31, 23
19 Vanguard Dividend Appreciation ETF 5.33M (0.57%) 35.85K
Increased by +0.67%
Nov 30, 23
20 State St S&P 500® Indx SL Cl III 4.42M (0.47%) -9.20K
Decreased by -0.21%
Dec 31, 23