Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 86.68M (12.15%) 10.96M
Increased by +12.65%
Sep 30, 23
2 BlackRock Inc 66.03M (9.26%) -915.42K
Decreased by -1.39%
Sep 30, 23
3 State Street Corporation 54.24M (7.60%) -1.50M
Decreased by -2.77%
Sep 30, 23
4 Amvescap Plc. 17.03M (2.39%) 3.01M
Increased by +17.70%
Sep 30, 23
5 Geode Capital Management, LLC 16.14M (2.26%) 335.57K
Increased by +2.08%
Sep 30, 23
6 Capital World Investors 14.29M (2.00%) -5.34M
Decreased by -37.41%
Sep 30, 23
7 Morgan Stanley - Brokerage Accounts 12.58M (1.76%) 1.72M
Increased by +13.67%
Sep 30, 23
8 Northern Trust Corp 7.70M (1.08%) -87.34K
Decreased by -1.13%
Sep 30, 23
9 ProShare Advisors LLC 6.94M (0.97%) 1.13M
Increased by +16.26%
Sep 30, 23
10 Legal & General Group PLC 6.65M (0.93%) -56.58K
Decreased by -0.85%
Sep 30, 23
11 Bank of New York Mellon Corp 6.42M (0.90%) -96.93K
Decreased by -1.51%
Sep 30, 23
12 Charles Schwab Investment Management Inc 5.91M (0.83%) 212.16K
Increased by +3.59%
Sep 30, 23
13 Marshall Wace Asset Management Ltd 5.41M (0.76%) 5.04M
Increased by +93.22%
Sep 30, 23
14 Camber Capital Management LLC 5.20M (0.73%) -2.30M
Decreased by -44.23%
Sep 30, 23
15 UBS Asset Mgmt Americas Inc 5.06M (0.71%) 1.10M
Increased by +21.65%
Sep 30, 23
16 LSV Asset Management 4.72M (0.66%) -399.20K
Decreased by -8.46%
Sep 30, 23
17 UBS Group AG 4.40M (0.62%) -483.05K
Decreased by -10.99%
Sep 30, 23
18 Dimensional Fund Advisors, Inc. 3.90M (0.55%) -905.78K
Decreased by -23.21%
Sep 30, 23
19 First Trust Advisors L.P. 3.42M (0.48%) 972.78K
Increased by +28.41%
Sep 30, 23
20 Goldman Sachs Group Inc 3.41M (0.48%) -964.45K
Decreased by -28.30%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 23.03M (3.23%) 29.59K
Increased by +0.13%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 17.46M (2.45%) 160.92K
Increased by +0.92%
Nov 30, 23
3 Vanguard Mid Cap Index Institutional 16.68M (2.34%) 20.18K
Increased by +0.12%
Nov 30, 23
4 Invesco QQQ Trust 15.80M (2.22%) 35.15K
Increased by +0.22%
Dec 29, 23
5 SPDR® S&P Dividend ETF 10.58M (1.48%) 0.00
Increased by 0.00%
Dec 31, 23
6 iShares Select Dividend ETF 9.42M (1.32%) -5.83K
Decreased by -0.06%
Dec 29, 23
7 SPDR® S&P 500 ETF Trust 8.87M (1.24%) -62.05K
Decreased by -0.70%
Dec 31, 23
8 Fidelity® 500 Index 8.35M (1.17%) 53.13K
Increased by +0.64%
Nov 30, 23
9 ProShares S&P 500 Dividend Aristocrats 7.36M (1.03%) 0.00
Increased by 0.00%
Dec 29, 23
10 iShares Core S&P 500 ETF 7.14M (1.00%) 4.26K
Increased by +0.06%
Dec 29, 23
11 American Funds Income Fund of Amer A 7.06M (0.99%) 0.00
Increased by 0.00%
Sep 30, 23
12 Vanguard Value Index Inv 6.29M (0.88%) 27.54K
Increased by +0.44%
Nov 30, 23
13 American Funds New Perspective A 6.27M (0.88%) 0.00
Increased by 0.00%
Sep 30, 23
14 Capital Group New Perspective Comp 6.27M (0.88%) 0.00
Increased by 0.00%
Sep 30, 23
15 Vanguard Mid-Cap Value ETF 5.91M (0.83%) -26.34K
Decreased by -0.45%
Nov 30, 23
16 SPDR® Dow Jones Industrial Avrg ETF Tr 5.68M (0.80%) 29.65K
Increased by +0.52%
Dec 31, 23
17 Consumer Staples Select Sector SPDR® ETF 5.05M (0.71%) -15.40K
Decreased by -0.30%
Dec 31, 23
18 Vanguard Institutional Index I 4.77M (0.67%) -16.07K
Decreased by -0.34%
Nov 30, 23
19 Invesco S&P 500® Equal Weight ETF 4.09M (0.57%) 0.00
Increased by 0.00%
Dec 29, 23
20 State St S&P 500® Indx SL Cl III 3.42M (0.48%) -4.70K
Decreased by -0.14%
Dec 31, 23