Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ILCB 1000.00%
2 IWV 1000.00%
3 IWY 1000.00%
4 IXG 1000.00%
5 IWL 1000.00%
6 IWF 1000.00%
7 GLOF 1000.00%
8 IYY 1000.00%
9 IWB 1000.00%
10 IVW 1000.00%
11 IVV 1000.00%
12 IVE 1000.00%
13 JKE 1000.00%
14 IUSV 1000.00%
15 IUSG 1000.00%
16 JKD 1000.00%
17 IYG 1000.00%
18 ITOT 1000.00%
19 XLF 8.19%
20 FNTC 6.74%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 141.05M (8.93%) -470.75K
Decreased by -0.33%
Sep 30, 23
2 BlackRock Inc 124.90M (7.90%) -2.01M
Decreased by -1.61%
Sep 30, 23
3 State Street Corporation 71.47M (4.52%) -2.66M
Decreased by -3.73%
Sep 30, 23
4 FMR Inc 50.36M (3.19%) 2.26M
Increased by +4.48%
Sep 30, 23
5 Morgan Stanley - Brokerage Accounts 49.81M (3.15%) -174.35K
Decreased by -0.35%
Sep 30, 23
6 T. Rowe Price Associates, Inc. 46.17M (2.92%) -857.95K
Decreased by -1.86%
Sep 30, 23
7 Geode Capital Management, LLC 33.79M (2.14%) 546.82K
Increased by +1.62%
Sep 30, 23
8 Bank of America Corp 24.54M (1.55%) -11.37K
Decreased by -0.05%
Sep 30, 23
9 AllianceBernstein L.P. 24.19M (1.53%) -1.38M
Decreased by -5.69%
Sep 30, 23
10 Capital Research & Mgmt Co - Division 3 22.35M (1.41%) 1.89M
Increased by +8.47%
Sep 30, 23
11 Massachusetts Financial Services Company 21.29M (1.35%) -801.45K
Decreased by -3.76%
Sep 30, 23
12 Goldman Sachs Group Inc 20.22M (1.28%) 2.28M
Increased by +11.28%
Sep 30, 23
13 Wellington Management Company LLP 19.24M (1.22%) -883.21K
Decreased by -4.59%
Sep 30, 23
14 Royal Bank of Canada 18.74M (1.19%) -140.74K
Decreased by -0.75%
Sep 30, 23
15 Northern Trust Corp 17.07M (1.08%) 763.50K
Increased by +4.47%
Sep 30, 23
16 TCI Fund Management Limited 16.80M (1.06%) -988.98K
Decreased by -5.89%
Sep 30, 23
17 Capital World Investors 16.57M (1.05%) 559.97K
Increased by +3.38%
Sep 30, 23
18 Ameriprise Financial Inc 14.23M (0.90%) 374.49K
Increased by +2.63%
Sep 30, 23
19 Bank of New York Mellon Corp 12.38M (0.78%) -287.90K
Decreased by -2.32%
Sep 30, 23
20 Jennison Associates LLC 11.74M (0.74%) -322.66K
Decreased by -2.75%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 49.92M (3.16%) 66.95K
Increased by +0.13%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 38.91M (2.46%) 362.18K
Increased by +0.93%
Nov 30, 23
3 SPDR® S&P 500 ETF Trust 19.65M (1.24%) -138.12K
Decreased by -0.70%
Dec 31, 23
4 Fidelity® 500 Index 18.72M (1.18%) 119.15K
Increased by +0.64%
Nov 30, 23
5 iShares Core S&P 500 ETF 15.88M (1.00%) 9.48K
Increased by +0.06%
Dec 29, 23
6 Vanguard Growth Index Investor 13.71M (0.87%) 77.34K
Increased by +0.56%
Nov 30, 23
7 Vanguard Institutional Index I 10.71M (0.68%) -23.55K
Decreased by -0.22%
Nov 30, 23
8 Financial Select Sector SPDR® ETF 10.44M (0.66%) 21.35K
Increased by +0.20%
Dec 31, 23
9 Vanguard Dividend Appreciation ETF 8.87M (0.56%) 62.85K
Increased by +0.71%
Nov 30, 23
10 State St S&P 500® Indx SL Cl III 7.61M (0.48%) -60.90K
Decreased by -0.80%
Dec 31, 23
11 American Funds Growth Fund of Amer A 7.39M (0.47%) 1.27M
Increased by +17.23%
Sep 30, 23
12 Capital Group Growth Fnd of Amer Comp 7.39M (0.47%) 1.27M
Increased by +17.23%
Sep 30, 23
13 T. Rowe Price Blue Chip Growth 7.18M (0.45%) -458.19K
Decreased by -6.38%
Sep 30, 23
14 T. Rowe Price US Lrg-Cap Core Gr Eq Comp 7.18M (0.45%) -458.19K
Decreased by -6.38%
Sep 30, 23
15 Fidelity® Contrafund® 7.15M (0.45%) 134.80K
Increased by +1.89%
Nov 30, 23
16 Vanguard Dividend Growth Inv 6.56M (0.42%) 0.00
Increased by 0.00%
Sep 30, 23
17 iShares MSCI USA Quality Factor ETF 6.55M (0.41%) 4.00K
Increased by +0.06%
Dec 29, 23
18 American Funds Fundamental Invs A 5.77M (0.36%) 563.59K
Increased by +9.77%
Sep 30, 23
19 Capital Group Fundamental Invtrs Comp 5.77M (0.36%) 563.59K
Increased by +9.77%
Sep 30, 23
20 American Funds Washington Mutual A 5.74M (0.36%) 63.08K
Increased by +1.10%
Sep 30, 23