Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IVW 1000.00%
2 ILCB 1000.00%
3 ILCG 1000.00%
4 IWF 1000.00%
5 IVV 1000.00%
6 IWD 1000.00%
7 IWB 1000.00%
8 IMCB 1000.00%
9 IMCG 1000.00%
10 ITOT 1000.00%
11 IUSG 1000.00%
12 IUSV 1000.00%
13 JKG 1000.00%
14 JKE 1000.00%
15 JKD 1000.00%
16 IYY 1000.00%
17 IVE 1000.00%
18 IWV 1000.00%
19 IWS 1000.00%
20 IWR 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 15.14M (11.42%) -15.09K
Decreased by -0.10%
Sep 30, 23
2 BlackRock Inc 10.81M (8.16%) 557.28K
Increased by +5.15%
Sep 30, 23
3 State Farm Mutual Automobile Ins Co 9.81M (7.40%) -143.19K
Decreased by -1.46%
Sep 30, 23
4 Massachusetts Financial Services Company 7.74M (5.84%) -730.72K
Decreased by -9.44%
Sep 30, 23
5 State Street Corporation 5.16M (3.89%) -221.12K
Decreased by -4.28%
Sep 30, 23
6 JPMorgan Chase & Co 4.50M (3.40%) 1.45M
Increased by +32.15%
Sep 30, 23
7 Principal Financial Group Inc 4.34M (3.28%) -63.33K
Decreased by -1.46%
Sep 30, 23
8 FMR Inc 3.04M (2.29%) 194.34K
Increased by +6.39%
Sep 30, 23
9 Geode Capital Management, LLC 3.01M (2.27%) 64.03K
Increased by +2.13%
Sep 30, 23
10 ClearBridge Advisors, LLC 2.95M (2.22%) -80.40K
Decreased by -2.73%
Sep 30, 23
11 Northern Trust Corp 2.48M (1.87%) 54.45K
Increased by +2.19%
Sep 30, 23
12 Bank of America Corp 2.47M (1.86%) 68.77K
Increased by +2.78%
Sep 30, 23
13 Amvescap Plc. 2.31M (1.75%) 83.19K
Increased by +3.59%
Sep 30, 23
14 Allspring Global Investments Holdings, LLC 2.17M (1.64%) -351.18K
Decreased by -16.16%
Sep 30, 23
15 Stockbridge Partners LLC 1.87M (1.41%) -179.00K
Decreased by -9.57%
Sep 30, 23
16 Vontobel Asset Management Inc 1.72M (1.30%) -13.56K
Decreased by -0.79%
Sep 30, 23
17 T. Rowe Price Associates, Inc. 1.66M (1.25%) -488.51K
Decreased by -29.48%
Sep 30, 23
18 Goldman Sachs Group Inc 1.47M (1.11%) 531.15K
Increased by +36.23%
Sep 30, 23
19 Morgan Stanley - Brokerage Accounts 1.33M (1.00%) 55.99K
Increased by +4.21%
Sep 30, 23
20 Dimensional Fund Advisors, Inc. 1.17M (0.88%) 3.36K
Increased by +0.29%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.16M (3.14%) 4.62K
Increased by +0.11%
Nov 30, 23
2 MFS Growth Equity 3.30M (2.49%) -17.99K
Decreased by -0.54%
Sep 30, 23
3 MFS Growth B 3.26M (2.46%) 0.00
Increased by 0.00%
Nov 30, 23
4 Vanguard Institutional 500 Index Trust 3.24M (2.44%) 27.45K
Increased by +0.85%
Nov 30, 23
5 Principal MidCap R5 3.12M (2.36%) 28.80K
Increased by +0.92%
Nov 30, 23
6 Principal Aligned MidCap Equity 3.08M (2.32%) -13.71K
Decreased by -0.45%
Sep 30, 23
7 Vanguard Mid Cap Index Institutional 3.02M (2.28%) 3.31K
Increased by +0.11%
Nov 30, 23
8 Allspring Special US Mid Cap Value Eq 1.73M (1.30%) -241.90K
Decreased by -14.02%
Sep 30, 23
9 Allspring Special Mid Cap Value Inst 1.68M (1.27%) -46.00K
Decreased by -2.74%
Dec 31, 23
10 SPDR® S&P 500 ETF Trust 1.64M (1.24%) -11.53K
Decreased by -0.70%
Dec 31, 23
11 Fidelity® 500 Index 1.55M (1.17%) 9.85K
Increased by +0.64%
Nov 30, 23
12 JPM US Equity-MA 1.47M (1.11%) 1.47M
Increased by +99.88%
Dec 31, 23
13 MFS Mid Cap Growth A 1.46M (1.10%) 0.00
Increased by 0.00%
Nov 30, 23
14 MFS Mid Cap Growth Equity 1.46M (1.10%) -6.05K
Decreased by -0.42%
Sep 30, 23
15 Fidelity® Magellan® 1.45M (1.09%) 60.00K
Increased by +4.14%
Nov 30, 23
16 JPMorgan US Equity L 1.39M (1.05%) -138.08K
Decreased by -9.96%
Nov 30, 23
17 iShares Core S&P 500 ETF 1.32M (1.00%) 790.00
Increased by +0.06%
Dec 29, 23
18 Vanguard Growth Index Investor 1.17M (0.88%) 6.29K
Increased by +0.54%
Nov 30, 23
19 State Farm Growth 1.04M (0.78%) 0.00
Increased by 0.00%
Sep 30, 23
20 Touchstone Mid Cap Y 996.47K (0.75%) 12.94K
Increased by +1.30%
Sep 30, 23