Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWD 1000.00%
2 GLOF 1000.00%
3 ILCB 1000.00%
4 ILCV 1000.00%
5 IOO 1000.00%
6 ITOT 1000.00%
7 IUSV 1000.00%
8 IVE 1000.00%
9 IVV 1000.00%
10 IWB 1000.00%
11 KXI 1000.00%
12 JKF 1000.00%
13 JKD 1000.00%
14 IYY 1000.00%
15 IYC 1000.00%
16 IWX 1000.00%
17 IWV 1000.00%
18 IWL 1000.00%
19 FSTA 8.81%
20 VDC 7.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 137.21M (9.53%) 751.71K
Increased by +0.55%
Sep 30, 23
2 BlackRock Inc 99.75M (6.93%) -614.38K
Decreased by -0.62%
Sep 30, 23
3 State Street Corporation 64.24M (4.46%) 4.17M
Increased by +6.49%
Sep 30, 23
4 Geode Capital Management, LLC 26.41M (1.84%) 915.09K
Increased by +3.46%
Sep 30, 23
5 Morgan Stanley - Brokerage Accounts 24.09M (1.67%) 426.39K
Increased by +1.77%
Sep 30, 23
6 Bank of America Corp 20.98M (1.46%) 432.88K
Increased by +2.06%
Sep 30, 23
7 T. Rowe Price Associates, Inc. 18.09M (1.26%) 261.57K
Increased by +1.45%
Sep 30, 23
8 FMR Inc 16.87M (1.17%) 1.32M
Increased by +7.81%
Sep 30, 23
9 JPMorgan Chase & Co 14.83M (1.03%) 2.24M
Increased by +15.13%
Sep 30, 23
10 Northern Trust Corp 14.77M (1.03%) 562.26K
Increased by +3.81%
Sep 30, 23
11 State Farm Mutual Automobile Ins Co 13.08M (0.91%) 0.00
Increased by 0.00%
Sep 30, 23
12 Ameriprise Financial Inc 13.01M (0.90%) 78.98K
Increased by +0.61%
Sep 30, 23
13 Bank of New York Mellon Corp 11.81M (0.82%) -234.35K
Decreased by -1.99%
Sep 30, 23
14 Charles Schwab Investment Management Inc 10.70M (0.74%) 132.00K
Increased by +1.23%
Sep 30, 23
15 Legal & General Group PLC 9.39M (0.65%) -468.02K
Decreased by -4.98%
Sep 30, 23
16 Fisher Asset Management, LLC 9.12M (0.63%) 239.83K
Increased by +2.63%
Sep 30, 23
17 Nuveen Asset Management, LLC 9.03M (0.63%) 35.81K
Increased by +0.40%
Sep 30, 23
18 Wells Fargo & Co 9.01M (0.63%) -323.32K
Decreased by -3.59%
Sep 30, 23
19 Amvescap Plc. 8.84M (0.61%) -31.60K
Decreased by -0.36%
Sep 30, 23
20 Goldman Sachs Group Inc 8.30M (0.58%) -766.02K
Decreased by -9.23%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 46.42M (3.22%) 60.03K
Increased by +0.13%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 34.79M (2.42%) 321.98K
Increased by +0.93%
Nov 30, 23
3 SPDR® S&P 500 ETF Trust 17.58M (1.22%) -123.52K
Decreased by -0.70%
Dec 31, 23
4 Fidelity® 500 Index 16.63M (1.16%) 105.84K
Increased by +0.64%
Nov 30, 23
5 iShares Core S&P 500 ETF 14.21M (0.99%) 8.48K
Increased by +0.06%
Dec 29, 23
6 Vanguard Value Index Inv 12.69M (0.88%) 33.53K
Increased by +0.26%
Nov 30, 23
7 Vanguard Institutional Index I 9.51M (0.66%) -20.56K
Decreased by -0.22%
Nov 30, 23
8 Vanguard Dividend Appreciation ETF 8.27M (0.57%) 55.23K
Increased by +0.67%
Nov 30, 23
9 State St S&P 500® Indx SL Cl III 6.81M (0.47%) -12.20K
Decreased by -0.18%
Dec 31, 23
10 Vanguard High Dividend Yield ETF 6.43M (0.45%) -14.75K
Decreased by -0.23%
Nov 30, 23
11 SPDR® Dow Jones Industrial Avrg ETF Tr 5.68M (0.39%) 29.65K
Increased by +0.52%
Dec 31, 23
12 Blackrock Eq Idx Fund CF 5.10M (0.35%) 34.94K
Increased by +0.69%
Dec 31, 23
13 Columbia Dividend Income Inst 4.69M (0.33%) 397.99K
Increased by +8.49%
Nov 30, 23
14 Consumer Staples Select Sector SPDR® ETF 4.37M (0.30%) -13.33K
Decreased by -0.31%
Dec 31, 23
15 Columbia Dividend Value 4.29M (0.30%) -48.44K
Decreased by -1.13%
Sep 30, 23
16 JPM US Equity Income-MA 4.13M (0.29%) 4.13M
Increased by +99.89%
Sep 30, 23
17 JPMorgan Equity Income I 4.05M (0.28%) 0.00
Increased by 0.00%
Nov 30, 23
18 JPM US Equity Income-Composite 3.97M (0.28%) -160.32K
Decreased by -4.04%
Dec 31, 23
19 iShares Russell 1000 Value ETF 3.88M (0.27%) -15.71K
Decreased by -0.41%
Dec 29, 23
20 Vanguard Consumer Staples ETF 3.69M (0.26%) -159.72K
Decreased by -4.33%
Nov 30, 23