Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 41.86M (13.30%) -219.12K
Decreased by -0.52%
Sep 30, 23
2 BlackRock Inc 29.03M (9.22%) -195.60K
Decreased by -0.67%
Sep 30, 23
3 State Street Corporation 17.59M (5.59%) -733.71K
Decreased by -4.17%
Sep 30, 23
4 Wells Fargo & Co 7.68M (2.44%) 113.89K
Increased by +1.48%
Sep 30, 23
5 Geode Capital Management, LLC 7.14M (2.27%) 134.03K
Increased by +1.88%
Sep 30, 23
6 Bank of America Corp 5.91M (1.88%) -51.83K
Decreased by -0.88%
Sep 30, 23
7 Deutsche Bank AG 5.50M (1.75%) 158.65K
Increased by +2.89%
Sep 30, 23
8 Magellan Asset Management Limited 5.14M (1.63%) -178.55K
Decreased by -3.47%
Sep 30, 23
9 T. Rowe Price Investment Management,Inc. 4.68M (1.49%) 1.83M
Increased by +39.05%
Sep 30, 23
10 JPMorgan Chase & Co 4.30M (1.36%) 142.41K
Increased by +3.32%
Sep 30, 23
11 Amvescap Plc. 4.22M (1.34%) 155.44K
Increased by +3.69%
Sep 30, 23
12 Northern Trust Corp 3.95M (1.26%) -79.31K
Decreased by -2.01%
Sep 30, 23
13 Nuveen Asset Management, LLC 3.84M (1.22%) -155.51K
Decreased by -4.05%
Sep 30, 23
14 Pictet Asset Manangement SA 3.66M (1.16%) 3.66M
Increased by +100.00%
Sep 30, 23
15 Ameriprise Financial Inc 3.53M (1.12%) -13.58K
Decreased by -0.38%
Sep 30, 23
16 Morgan Stanley - Brokerage Accounts 3.35M (1.07%) 44.80K
Increased by +1.34%
Sep 30, 23
17 Legal & General Group PLC 3.09M (0.98%) -86.89K
Decreased by -2.81%
Sep 30, 23
18 Bank of New York Mellon Corp 2.75M (0.87%) -144.95K
Decreased by -5.27%
Sep 30, 23
19 PNC Financial Services Group Inc 2.52M (0.80%) -47.88K
Decreased by -1.90%
Sep 30, 23
20 California Public Employees Retrmnt Sys 1.97M (0.62%) -3.84K
Decreased by -0.20%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 9.90M (3.15%) 11.91K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 7.69M (2.44%) 72.59K
Increased by +0.94%
Nov 30, 23
3 Vanguard Mid Cap Index Institutional 7.17M (2.28%) 5.77K
Increased by +0.08%
Nov 30, 23
4 Utilities Select Sector SPDR® ETF 4.76M (1.51%) -13.37K
Decreased by -0.28%
Dec 31, 23
5 DWS Top Dividende LD 4.14M (1.32%) -3.00
Decreased by -0.00%
Nov 30, 23
6 SPDR® S&P 500 ETF Trust 3.90M (1.24%) -27.30K
Decreased by -0.70%
Dec 31, 23
7 Fidelity® 500 Index 3.68M (1.17%) 23.39K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 3.14M (1.00%) 1.88K
Increased by +0.06%
Dec 29, 23
9 T. Rowe Price Capital Appreciation 3.00M (0.95%) 3.00M
Increased by +100.00%
Sep 30, 23
10 Vanguard Value Index Inv 2.70M (0.86%) 3.97K
Increased by +0.15%
Nov 30, 23
11 Vanguard Mid-Cap Value ETF 2.54M (0.81%) -11.26K
Decreased by -0.44%
Nov 30, 23
12 Columbia Dividend Value 2.52M (0.80%) -28.41K
Decreased by -1.13%
Sep 30, 23
13 Columbia Dividend Income Inst 2.50M (0.80%) -12.94K
Decreased by -0.52%
Nov 30, 23
14 iShares MSCI USA Min Vol Factor ETF 2.44M (0.78%) 1.67K
Increased by +0.07%
Dec 29, 23
15 JPM US Mid Cap Value-MA 2.43M (0.77%) 2.42M
Increased by +99.73%
Sep 30, 23
16 JPMorgan Mid Cap Value L 2.43M (0.77%) 0.00
Increased by 0.00%
Nov 30, 23
17 JPM US Mid Cap Value-Composite 2.38M (0.76%) -45.83K
Decreased by -1.92%
Dec 31, 23
18 iShares Select Dividend ETF 2.37M (0.75%) -1.47K
Decreased by -0.06%
Dec 29, 23
19 Vanguard Institutional Index I 2.10M (0.67%) -3.43K
Decreased by -0.16%
Nov 30, 23
20 Vanguard Utilities ETF 1.86M (0.59%) -33.95K
Decreased by -1.82%
Nov 30, 23