Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 145.87M (14.14%) -61.14K
Decreased by -0.04%
Sep 30, 23
2 BlackRock Inc 98.64M (9.56%) -690.23K
Decreased by -0.70%
Sep 30, 23
3 Capital Research & Mgmt Co - Division 3 53.55M (5.19%) -1.99M
Decreased by -3.71%
Sep 30, 23
4 State Street Corporation 51.67M (5.01%) -5.33M
Decreased by -10.32%
Sep 30, 23
5 Capital Research Global Investors 37.13M (3.60%) 54.48K
Increased by +0.15%
Sep 30, 23
6 Bank of America Corp 35.56M (3.45%) -1.72M
Decreased by -4.85%
Sep 30, 23
7 Principal Financial Group Inc 25.85M (2.51%) -40.72K
Decreased by -0.16%
Sep 30, 23
8 Wellington Management Company LLP 25.35M (2.46%) -415.20K
Decreased by -1.64%
Sep 30, 23
9 Geode Capital Management, LLC 23.95M (2.32%) 585.70K
Increased by +2.45%
Sep 30, 23
10 Amvescap Plc. 23.69M (2.30%) 3.80M
Increased by +16.04%
Sep 30, 23
11 Allianz Asset Management AG 23.60M (2.29%) -417.72K
Decreased by -1.77%
Sep 30, 23
12 Capital World Investors 21.16M (2.05%) 0.00
Increased by 0.00%
Sep 30, 23
13 JPMorgan Chase & Co 17.53M (1.70%) 86.08K
Increased by +0.49%
Sep 30, 23
14 Cohen & Steers Inc 15.00M (1.45%) 9.09M
Increased by +60.62%
Sep 30, 23
15 Dimensional Fund Advisors, Inc. 14.21M (1.38%) 256.80K
Increased by +1.81%
Sep 30, 23
16 Barrow Hanley Mewhinney & Strauss LLC 13.95M (1.35%) -583.74K
Decreased by -4.18%
Sep 30, 23
17 Legal & General Group PLC 12.59M (1.22%) -283.75K
Decreased by -2.25%
Sep 30, 23
18 Morgan Stanley - Brokerage Accounts 11.45M (1.11%) -1.09M
Decreased by -9.53%
Sep 30, 23
19 Northern Trust Corp 11.13M (1.08%) 213.92K
Increased by +1.92%
Sep 30, 23
20 Nuveen Asset Management, LLC 10.22M (0.99%) -21.75K
Decreased by -0.21%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Capital Income Bldr A 44.83M (4.34%) 0.00
Increased by 0.00%
Sep 30, 23
2 Vanguard Real Estate Index Investor 35.70M (3.46%) -292.10K
Decreased by -0.82%
Nov 30, 23
3 American Funds Income Fund of Amer A 34.48M (3.34%) 0.00
Increased by 0.00%
Sep 30, 23
4 Vanguard Total Stock Mkt Idx Inv 26.96M (2.61%) 35.86K
Increased by +0.13%
Nov 30, 23
5 Vanguard Institutional 500 Index Trust 22.04M (2.14%) 227.64K
Increased by +1.03%
Nov 30, 23
6 Vanguard Mid Cap Index Institutional 20.38M (1.98%) 23.10K
Increased by +0.11%
Nov 30, 23
7 SPDR® S&P 500 ETF Trust 12.75M (1.24%) -89.64K
Decreased by -0.70%
Dec 31, 23
8 Fidelity® 500 Index 11.81M (1.14%) 75.15K
Increased by +0.64%
Nov 30, 23
9 PIMCO Income Instl 11.63M (1.13%) 0.00
Increased by 0.00%
Sep 30, 23
10 American Funds Fundamental Invs A 11.28M (1.09%) -6.95K
Decreased by -0.06%
Sep 30, 23
11 Capital Group Fundamental Invtrs Comp 11.28M (1.09%) -6.95K
Decreased by -0.06%
Sep 30, 23
12 iShares Core S&P 500 ETF 10.30M (1.00%) 6.15K
Increased by +0.06%
Dec 29, 23
13 Vanguard Wellington™ Inv 10.05M (0.97%) 1.22M
Increased by +12.10%
Sep 30, 23
14 Vanguard Value Index Inv 8.70M (0.84%) 35.33K
Increased by +0.41%
Nov 30, 23
15 Principal Real Estate Securities R5 8.33M (0.81%) 0.00
Increased by 0.00%
Nov 30, 23
16 Vanguard Mid-Cap Value ETF 8.16M (0.79%) -36.03K
Decreased by -0.44%
Nov 30, 23
17 American Funds Invmt Co of Amer A 7.10M (0.69%) -12.93K
Decreased by -0.18%
Sep 30, 23
18 Capital Group Investment Co of Amer Comp 7.10M (0.69%) -12.93K
Decreased by -0.18%
Sep 30, 23
19 AMOne Shinko US-REIT Open 6.78M (0.66%) 1.88M
Increased by +27.79%
Sep 5, 23
20 Vanguard Institutional Index I 6.76M (0.65%) -12.05K
Decreased by -0.18%
Nov 30, 23