Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 33.16M (9.79%) -1.04M
Decreased by -3.13%
Sep 30, 23
2 BlackRock Inc 30.10M (8.89%) 896.59K
Increased by +2.98%
Sep 30, 23
3 State Street Corporation 24.18M (7.14%) -330.65K
Decreased by -1.37%
Sep 30, 23
4 FMR Inc 9.08M (2.68%) -1.64M
Decreased by -18.07%
Sep 30, 23
5 Morgan Stanley - Brokerage Accounts 8.96M (2.65%) 517.07K
Increased by +5.77%
Sep 30, 23
6 Charles Schwab Investment Management Inc 8.04M (2.38%) -234.63K
Decreased by -2.92%
Sep 30, 23
7 Ameriprise Financial Inc 6.80M (2.01%) -105.28K
Decreased by -1.55%
Sep 30, 23
8 Geode Capital Management, LLC 6.64M (1.96%) -8.57K
Decreased by -0.13%
Sep 30, 23
9 Bank of America Corp 4.51M (1.33%) -429.96K
Decreased by -9.54%
Sep 30, 23
10 Nuveen Asset Management, LLC 4.42M (1.30%) -1.71M
Decreased by -38.71%
Sep 30, 23
11 Dimensional Fund Advisors, Inc. 4.18M (1.23%) 56.88K
Increased by +1.36%
Sep 30, 23
12 Bank of New York Mellon Corp 4.11M (1.21%) -349.06K
Decreased by -8.50%
Sep 30, 23
13 Northern Trust Corp 3.90M (1.15%) 121.06K
Increased by +3.10%
Sep 30, 23
14 Arrowstreet Capital Limited Partnership 3.46M (1.02%) 1.68M
Increased by +48.58%
Sep 30, 23
15 Amundi 3.38M (1.00%) 354.14K
Increased by +10.48%
Sep 30, 23
16 Putnam Investments LLC 3.32M (0.98%) -23.82K
Decreased by -0.72%
Sep 30, 23
17 Amvescap Plc. 3.02M (0.89%) -93.96K
Decreased by -3.11%
Sep 30, 23
18 Allianz Asset Management AG 2.89M (0.85%) 7.55K
Increased by +0.26%
Sep 30, 23
19 Goldman Sachs Group Inc 2.55M (0.75%) 239.06K
Increased by +9.38%
Sep 30, 23
20 Pacer Advisors, INC. 2.45M (0.72%) 12.72K
Increased by +0.52%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 11.07M (3.27%) 19.12K
Increased by +0.17%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 8.61M (2.54%) 79.58K
Increased by +0.92%
Nov 30, 23
3 Energy Select Sector SPDR® ETF 8.27M (2.44%) -25.06K
Decreased by -0.30%
Dec 31, 23
4 Schwab US Dividend Equity ETF™ 5.56M (1.64%) 812.00
Increased by +0.01%
Dec 30, 23
5 SPDR® S&P 500 ETF Trust 4.20M (1.24%) -29.49K
Decreased by -0.70%
Dec 31, 23
6 Fidelity® 500 Index 4.11M (1.22%) 26.19K
Increased by +0.64%
Nov 30, 23
7 iShares Core S&P 500 ETF 3.39M (1.00%) 2.02K
Increased by +0.06%
Dec 29, 23
8 Vanguard Value Index Inv 3.03M (0.89%) 10.09K
Increased by +0.33%
Nov 30, 23
9 Columbia Dividend Value 2.97M (0.88%) -33.53K
Decreased by -1.13%
Sep 30, 23
10 Columbia Dividend Income Inst 2.96M (0.87%) -15.27K
Decreased by -0.52%
Nov 30, 23
11 Pacer US Cash Cows 100 ETF 2.77M (0.82%) 11.00K
Increased by +0.40%
Dec 29, 23
12 Vanguard Institutional Index I 2.35M (0.70%) -5.05K
Decreased by -0.21%
Nov 30, 23
13 Putnam Large Cap Value A 2.01M (0.59%) 40.37K
Increased by +2.01%
Dec 31, 23
14 Putnam US Large Cap Value Equity 1.97M (0.58%) 0.00
Increased by 0.00%
Sep 30, 23
15 Vanguard Energy ETF 1.84M (0.54%) -25.49K
Decreased by -1.39%
Nov 30, 23
16 State St S&P 500® Indx SL Cl III 1.63M (0.48%) -61.50K
Decreased by -3.78%
Dec 31, 23
17 Vanguard High Dividend Yield ETF 1.58M (0.47%) -3.75K
Decreased by -0.24%
Nov 30, 23
18 Fidelity® Contrafund® 1.54M (0.45%) 0.00
Increased by 0.00%
Nov 30, 23
19 iShares Select Dividend ETF 1.40M (0.41%) -868.00
Decreased by -0.06%
Dec 29, 23
20 Vanguard Equity-Income Inv 1.32M (0.39%) -52.77K
Decreased by -4.00%
Sep 30, 23