Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 142.60M (11.93%) -1.89M
Decreased by -1.33%
Sep 30, 23
2 BlackRock Inc 90.18M (7.54%) 1.25M
Increased by +1.39%
Sep 30, 23
3 Davis Selected Advisers 64.06M (5.36%) 1.12M
Increased by +1.74%
Sep 30, 23
4 State Street Corporation 61.09M (5.11%) -197.81K
Decreased by -0.32%
Sep 30, 23
5 T. Rowe Price Associates, Inc. 50.22M (4.20%) 1.72M
Increased by +3.42%
Sep 30, 23
6 Amvescap Plc. 28.24M (2.36%) 5.94M
Increased by +21.03%
Sep 30, 23
7 Geode Capital Management, LLC 26.85M (2.25%) 247.95K
Increased by +0.92%
Sep 30, 23
8 Camber Capital Management LLC 20.00M (1.67%) -2.50M
Decreased by -12.50%
Sep 30, 23
9 Deerfield Management Co 19.86M (1.66%) 2.16M
Increased by +10.87%
Sep 30, 23
10 Ameriprise Financial Inc 19.52M (1.63%) 9.99M
Increased by +51.20%
Sep 30, 23
11 Pacer Advisors, INC. 15.66M (1.31%) 2.25K
Increased by +0.01%
Sep 30, 23
12 Rubric Capital Management LP 13.25M (1.11%) 1.30M
Increased by +9.81%
Sep 30, 23
13 AQR Capital Management LLC 12.75M (1.07%) -481.10K
Decreased by -3.77%
Sep 30, 23
14 Morgan Stanley - Brokerage Accounts 12.47M (1.04%) 611.77K
Increased by +4.91%
Sep 30, 23
15 Northern Trust Corp 12.09M (1.01%) 993.63K
Increased by +8.22%
Sep 30, 23
16 Bank of New York Mellon Corp 11.72M (0.98%) -437.05K
Decreased by -3.73%
Sep 30, 23
17 Schroder Investment Management Group 10.86M (0.91%) -729.60K
Decreased by -6.72%
Sep 30, 23
18 Charles Schwab Investment Management Inc 10.77M (0.90%) 187.71K
Increased by +1.74%
Sep 30, 23
19 Dimensional Fund Advisors, Inc. 10.70M (0.90%) -652.91K
Decreased by -6.10%
Sep 30, 23
20 Arrowstreet Capital Limited Partnership 9.88M (0.83%) -1.94M
Decreased by -19.62%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 37.61M (3.15%) 46.02K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 29.24M (2.45%) 285.47K
Increased by +0.98%
Nov 30, 23
3 Vanguard Mid Cap Index Institutional 27.27M (2.28%) 51.02K
Increased by +0.19%
Nov 30, 23
4 Pacer US Cash Cows 100 ETF 20.77M (1.74%) 82.60K
Increased by +0.40%
Dec 29, 23
5 Davis NY Venture A 19.66M (1.64%) 0.00
Increased by 0.00%
Oct 31, 23
6 SPDR® S&P 500 ETF Trust 14.81M (1.24%) -103.95K
Decreased by -0.70%
Dec 31, 23
7 Fidelity® 500 Index 13.98M (1.17%) 88.94K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 11.95M (1.00%) 7.13K
Increased by +0.06%
Dec 29, 23
9 T. Rowe Price Equity Income 10.46M (0.88%) 540.00K
Increased by +5.16%
Sep 30, 23
10 T. Rowe Price US Lg-Cp Equity Inc Comp 10.46M (0.88%) 540.00K
Increased by +5.16%
Sep 30, 23
11 Vanguard Value Index Inv 10.28M (0.86%) 25.71K
Increased by +0.25%
Nov 30, 23
12 Vanguard Mid-Cap Value ETF 9.66M (0.81%) -42.68K
Decreased by -0.44%
Nov 30, 23
13 Invesco S&P 500® Equal Weight ETF 9.63M (0.81%) 0.00
Increased by 0.00%
Dec 29, 23
14 Health Care Select Sector SPDR® ETF 8.91M (0.75%) -6.47K
Decreased by -0.07%
Dec 31, 23
15 T. Rowe Price Mid-Cap Value 8.33M (0.70%) 8.33M
Increased by +100.00%
Sep 30, 23
16 T. Rowe Price US Mid-Cap Value Equity 8.33M (0.70%) 8.33M
Increased by +100.00%
Sep 30, 23
17 SPDR® Portfolio S&P 500 High Div ETF 8.17M (0.68%) 11.77K
Increased by +0.14%
Dec 29, 23
18 Vanguard Institutional Index I 7.98M (0.67%) -26.91K
Decreased by -0.34%
Nov 30, 23
19 ICICI Pru Value Discovery Gr 6.98M (0.58%) 0.00
Increased by 0.00%
Dec 31, 23
20 Selected American Shares S 6.01M (0.50%) 0.00
Increased by 0.00%
Sep 30, 23