Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EXI 1000.00%
2 IUSV 1000.00%
3 IVE 1000.00%
4 ITOT 1000.00%
5 IVV 1000.00%
6 ILCV 1000.00%
7 ILCG 1000.00%
8 ILCB 1000.00%
9 IDU 1000.00%
10 IVW 1000.00%
11 IWB 1000.00%
12 IWF 1000.00%
13 IWL 1000.00%
14 IWV 1000.00%
15 IWY 1000.00%
16 IYY 1000.00%
17 JKD 1000.00%
18 JKE 1000.00%
19 IUSG 1000.00%
20 JKF 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 36.20M (9.01%) -253.18K
Decreased by -0.70%
Sep 30, 23
2 Gates Bill & Melinda Foundation 35.23M (8.77%) 0.00
Increased by 0.00%
Sep 30, 23
3 BlackRock Inc 29.01M (7.22%) -933.75K
Decreased by -3.22%
Sep 30, 23
4 State Street Corporation 17.73M (4.41%) -382.57K
Decreased by -2.16%
Sep 30, 23
5 Geode Capital Management, LLC 7.42M (1.85%) 130.69K
Increased by +1.76%
Sep 30, 23
6 Morgan Stanley - Brokerage Accounts 6.96M (1.73%) 46.08K
Increased by +0.66%
Sep 30, 23
7 Nordea Investment Mgmt Bank Demark A/s 5.37M (1.34%) 776.49K
Increased by +14.47%
Sep 30, 23
8 Ameriprise Financial Inc 5.21M (1.30%) 66.82K
Increased by +1.28%
Sep 30, 23
9 Pictet Asset Manangement SA 5.16M (1.28%) 5.16M
Increased by +100.00%
Sep 30, 23
10 Capital Research Global Investors 5.09M (1.27%) 590.56K
Increased by +11.61%
Sep 30, 23
11 Parnassus Investments, LLC 4.78M (1.19%) -93.74K
Decreased by -1.96%
Sep 30, 23
12 Lazard Asset Management LLC 4.48M (1.11%) -704.89K
Decreased by -15.74%
Sep 30, 23
13 Wells Fargo & Co 4.23M (1.05%) -186.89K
Decreased by -4.42%
Sep 30, 23
14 Northern Trust Corp 4.07M (1.01%) 90.13K
Increased by +2.22%
Sep 30, 23
15 Amundi 3.81M (0.95%) -40.05K
Decreased by -1.05%
Sep 30, 23
16 Goldman Sachs Group Inc 3.65M (0.91%) -48.98K
Decreased by -1.34%
Sep 30, 23
17 Bank of America Corp 3.61M (0.90%) -457.90K
Decreased by -12.68%
Sep 30, 23
18 Bank of New York Mellon Corp 3.05M (0.76%) -52.48K
Decreased by -1.72%
Sep 30, 23
19 ClearBridge Advisors, LLC 2.98M (0.74%) -48.10K
Decreased by -1.61%
Sep 30, 23
20 Legal & General Group PLC 2.56M (0.64%) -159.00K
Decreased by -6.22%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 12.70M (3.16%) 19.52K
Increased by +0.15%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 8.98M (2.24%) 83.68K
Increased by +0.93%
Nov 30, 23
3 SPDR® S&P 500 ETF Trust 4.52M (1.12%) -31.68K
Decreased by -0.70%
Dec 31, 23
4 Fidelity® 500 Index 4.30M (1.07%) 27.33K
Increased by +0.64%
Nov 30, 23
5 Parnassus Core Equity Investor 3.82M (0.95%) -59.56K
Decreased by -1.56%
Nov 30, 23
6 iShares Core S&P 500 ETF 3.65M (0.91%) 2.18K
Increased by +0.06%
Dec 29, 23
7 American Funds American Mutual A 3.51M (0.87%) -246.42K
Decreased by -7.03%
Sep 30, 23
8 Capital Group American Mutual Comp 3.51M (0.87%) -246.42K
Decreased by -7.03%
Sep 30, 23
9 Vanguard Value Index Inv 3.47M (0.86%) 12.11K
Increased by +0.35%
Nov 30, 23
10 Vanguard Institutional Index I 2.46M (0.61%) -5.63K
Decreased by -0.23%
Nov 30, 23
11 iShares MSCI USA Min Vol Factor ETF 2.26M (0.56%) 1.54K
Increased by +0.07%
Dec 29, 23
12 Columbia Dividend Value 2.20M (0.55%) -24.81K
Decreased by -1.13%
Sep 30, 23
13 Vanguard Dividend Appreciation ETF 2.14M (0.53%) 14.60K
Increased by +0.68%
Nov 30, 23
14 Nordea 1 - Global Climate & Envir BI EUR 2.13M (0.53%) -24.70K
Decreased by -1.16%
Dec 31, 23
15 Pictet-Water I EUR 1.90M (0.47%) -119.61K
Decreased by -6.28%
Nov 30, 23
16 American Funds American Balanced A 1.86M (0.46%) 0.00
Increased by 0.00%
Sep 30, 23
17 Vanguard High Dividend Yield ETF 1.83M (0.46%) -4.90K
Decreased by -0.27%
Nov 30, 23
18 Columbia Dividend Income Inst 1.77M (0.44%) -425.44K
Decreased by -24.00%
Nov 30, 23
19 State St S&P 500® Indx SL Cl III 1.75M (0.44%) -10.50K
Decreased by -0.60%
Dec 31, 23
20 Industrial Select Sector SPDR® ETF 1.74M (0.43%) -4.95K
Decreased by -0.28%
Oct 31, 23