Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 116.26M (15.97%) -1.11M
Decreased by -0.95%
Sep 30, 23
2 BlackRock Inc 63.49M (8.72%) 1.71M
Increased by +2.70%
Sep 30, 23
3 T. Rowe Price Associates, Inc. 47.50M (6.52%) 1.91M
Increased by +4.03%
Sep 30, 23
4 State Street Corporation 29.65M (4.07%) -349.17K
Decreased by -1.18%
Sep 30, 23
5 JPMorgan Chase & Co 21.07M (2.89%) 58.69K
Increased by +0.28%
Sep 30, 23
6 Wellington Management Company LLP 19.30M (2.65%) 3.57M
Increased by +18.51%
Sep 30, 23
7 Geode Capital Management, LLC 17.93M (2.46%) 294.35K
Increased by +1.64%
Sep 30, 23
8 Arnhold & S. Bleichroeder Advisers, LLC 14.31M (1.97%) -114.17K
Decreased by -0.80%
Sep 30, 23
9 Northern Trust Corp 11.84M (1.63%) 532.92K
Increased by +4.50%
Sep 30, 23
10 Pictet Asset Manangement SA 11.18M (1.54%) 11.18M
Increased by +100.00%
Sep 30, 23
11 Amvescap Plc. 10.87M (1.49%) 365.24K
Increased by +3.36%
Sep 30, 23
12 Legal & General Group PLC 8.86M (1.22%) -100.14K
Decreased by -1.13%
Sep 30, 23
13 Charles Schwab Investment Management Inc 7.81M (1.07%) 95.44K
Increased by +1.22%
Sep 30, 23
14 Morgan Stanley - Brokerage Accounts 6.18M (0.85%) -237.14K
Decreased by -3.84%
Sep 30, 23
15 Allspring Global Investments Holdings, LLC 6.11M (0.84%) 921.30K
Increased by +15.09%
Sep 30, 23
16 Bank of New York Mellon Corp 4.91M (0.68%) -253.59K
Decreased by -5.16%
Sep 30, 23
17 Nuveen Asset Management, LLC 4.80M (0.66%) -50.28K
Decreased by -1.05%
Sep 30, 23
18 Bank of America Corp 4.72M (0.65%) -90.35K
Decreased by -1.92%
Sep 30, 23
19 Massachusetts Financial Services Company 4.64M (0.64%) 554.28K
Increased by +11.96%
Sep 30, 23
20 AllianceBernstein L.P. 4.43M (0.61%) -316.14K
Decreased by -7.14%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 29.63M (4.07%) -547.06K
Decreased by -1.85%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 22.88M (3.14%) 26.76K
Increased by +0.12%
Nov 30, 23
3 Vanguard Institutional 500 Index Trust 17.82M (2.45%) 171.69K
Increased by +0.96%
Nov 30, 23
4 Vanguard Mid Cap Index Institutional 16.62M (2.28%) 23.07K
Increased by +0.14%
Nov 30, 23
5 First Eagle Global A 10.35M (1.42%) 0.00
Increased by 0.00%
Nov 30, 23
6 SPDR® S&P 500 ETF Trust 9.02M (1.24%) -63.22K
Decreased by -0.70%
Dec 31, 23
7 Fidelity® 500 Index 8.52M (1.17%) 54.19K
Increased by +0.64%
Nov 30, 23
8 T. Rowe Price Equity Income 8.19M (1.12%) -390.00K
Decreased by -4.76%
Sep 30, 23
9 T. Rowe Price US Lg-Cp Equity Inc Comp 8.19M (1.12%) -390.00K
Decreased by -4.76%
Sep 30, 23
10 iShares Core S&P 500 ETF 7.27M (1.00%) 4.34K
Increased by +0.06%
Dec 29, 23
11 Vanguard Wellesley® Income Inv 6.86M (0.94%) -451.96K
Decreased by -6.59%
Sep 30, 23
12 Vanguard Value Index Inv 6.28M (0.86%) 31.32K
Increased by +0.50%
Nov 30, 23
13 Vanguard Mid-Cap Value ETF 5.88M (0.81%) -26.03K
Decreased by -0.44%
Nov 30, 23
14 T. Rowe Price US Value Equity Composite 5.01M (0.69%) 541.80K
Increased by +10.80%
Sep 30, 23
15 T. Rowe Price Value 5.01M (0.69%) 541.80K
Increased by +10.80%
Sep 30, 23
16 Vanguard Institutional Index I 4.86M (0.67%) -16.39K
Decreased by -0.34%
Nov 30, 23
17 Vanguard Real Estate II Index 4.61M (0.63%) -31.13K
Decreased by -0.68%
Nov 30, 23
18 Allspring Special Mid Cap Value Inst 4.47M (0.61%) 0.00
Increased by 0.00%
Nov 30, 23
19 Allspring Special US Mid Cap Value Eq 4.47M (0.61%) 793.40K
Increased by +17.73%
Sep 30, 23
20 T. Rowe Price U.S. Value Equity Tr-Z 4.44M (0.61%) 649.37K
Increased by +14.63%
Sep 30, 23