Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 44.09M (12.60%) -1.04M
Decreased by -2.35%
Sep 30, 23
2 BlackRock Inc 33.98M (9.71%) 14.39M
Increased by +42.36%
Sep 30, 23
3 FMR Inc 25.60M (7.32%) -1.34M
Decreased by -5.22%
Sep 30, 23
4 State Street Corporation 11.49M (3.28%) 4.34M
Increased by +37.79%
Sep 30, 23
5 Oaktree Capital Management LLC 9.00M (2.57%) -8.00M
Decreased by -88.89%
Sep 30, 23
6 LSV Asset Management 8.15M (2.33%) -231.50K
Decreased by -2.84%
Sep 30, 23
7 Dimensional Fund Advisors, Inc. 5.85M (1.67%) 277.28K
Increased by +4.74%
Sep 30, 23
8 Bank of New York Mellon Corp 5.55M (1.59%) 597.88K
Increased by +10.77%
Sep 30, 23
9 Geode Capital Management, LLC 5.40M (1.54%) 254.85K
Increased by +4.72%
Sep 30, 23
10 Morgan Stanley - Brokerage Accounts 5.38M (1.54%) 545.87K
Increased by +10.14%
Sep 30, 23
11 Neuberger Berman Group LLC 5.22M (1.49%) -342.98K
Decreased by -6.57%
Sep 30, 23
12 Amvescap Plc. 5.19M (1.48%) 575.80K
Increased by +11.09%
Sep 30, 23
13 Koch Industries Inc 4.92M (1.41%) 0.00
Increased by 0.00%
Sep 30, 23
14 River Road Asset Management, LLC 4.76M (1.36%) -609.84K
Decreased by -12.82%
Sep 30, 23
15 LAURION CAPITAL MANAGEMENT LP 4.59M (1.31%) -3.50M
Decreased by -76.33%
Sep 30, 23
16 Franklin Resources Inc 4.52M (1.29%) 242.33K
Increased by +5.37%
Sep 30, 23
17 ClearBridge Advisors, LLC 4.15M (1.18%) -38.09K
Decreased by -0.92%
Sep 30, 23
18 HHG PLC 4.03M (1.15%) -144.08K
Decreased by -3.57%
Sep 30, 23
19 Jacobs Levy Equity Management, Inc. 3.80M (1.09%) -100.55K
Decreased by -2.64%
Sep 30, 23
20 Third Point, LLC 3.60M (1.03%) 285.65K
Increased by +7.93%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 11.50M (3.29%) 13.46K
Increased by +0.12%
Nov 30, 23
2 iShares Core S&P Mid-Cap ETF 10.20M (2.91%) -1.85K
Decreased by -0.02%
Dec 29, 23
3 Pacer US Cash Cows 100 ETF 5.50M (1.57%) 21.87K
Increased by +0.40%
Dec 29, 23
4 Vanguard Institutional Extnd Mkt Idx Tr 5.01M (1.43%) 92.81K
Increased by +1.85%
Nov 30, 23
5 Vanguard Small Cap Index 4.76M (1.36%) 19.17K
Increased by +0.40%
Nov 30, 23
6 Vanguard Mid Cap Index Institutional 4.18M (1.19%) 157.00
Increased by +0.00%
Nov 30, 23
7 Franklin Utilities A1 3.99M (1.14%) 0.00
Increased by 0.00%
Oct 31, 23
8 Franklin Utilities Fund A1 3.99M (1.14%) 0.00
Increased by 0.00%
Nov 30, 23
9 Vanguard Equity-Income Inv 3.89M (1.11%) -719.92K
Decreased by -18.49%
Sep 30, 23
10 SPDR® S&P MIDCAP 400 ETF Trust 2.77M (0.79%) -23.81K
Decreased by -0.86%
Nov 30, 23
11 PGIM Jennison Utility B 2.75M (0.79%) 0.00
Increased by 0.00%
Nov 30, 23
12 Vanguard Small Cap Growth Index Inv 2.66M (0.76%) 16.01K
Increased by +0.60%
Nov 30, 23
13 iShares S&P Mid-Cap 400 Growth ETF 2.22M (0.63%) -3.11K
Decreased by -0.14%
Dec 29, 23
14 State St Russell Sm/Mid Cp® Indx NL Cl C 2.14M (0.61%) 24.70K
Increased by +1.16%
Dec 31, 23
15 Janus Henderson Global Alpha Equity 2.08M (0.59%) 0.00
Increased by 0.00%
Sep 30, 23
16 Janus Henderson Global Select D 2.08M (0.59%) 0.00
Increased by 0.00%
Sep 30, 23
17 Vanguard Utilities ETF 1.95M (0.56%) -65.08K
Decreased by -3.33%
Nov 30, 23
18 Fidelity® Extended Market Index 1.86M (0.53%) 22.37K
Increased by +1.20%
Nov 30, 23
19 Invesco Small Cap Value A 1.78M (0.51%) 0.00
Increased by 0.00%
Nov 30, 23
20 Fidelity® Dividend Growth 1.72M (0.49%) -40.20K
Decreased by -2.34%
Nov 30, 23