Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITOT 1000.00%
2 IOO 1000.00%
3 ILCV 1000.00%
4 IWV 1000.00%
5 IWL 1000.00%
6 GLOF 1000.00%
7 IWD 1000.00%
8 ILCB 1000.00%
9 JKF 1000.00%
10 HDV 1000.00%
11 JKD 1000.00%
12 IYY 1000.00%
13 IYE 1000.00%
14 IUSV 1000.00%
15 IVE 1000.00%
16 IXC 1000.00%
17 IVV 1000.00%
18 IWB 1000.00%
19 IWX 1000.00%
20 DDG 23.68%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 387.27M (9.79%) -969.58K
Decreased by -0.25%
Sep 30, 23
2 BlackRock Inc 267.50M (6.76%) -4.49M
Decreased by -1.68%
Sep 30, 23
3 State Street Corporation 208.41M (5.27%) 4.50M
Increased by +2.16%
Sep 30, 23
4 FMR Inc 145.20M (3.67%) 4.16M
Increased by +2.87%
Sep 30, 23
5 Geode Capital Management, LLC 74.79M (1.89%) 668.27K
Increased by +0.89%
Sep 30, 23
6 Bank of America Corp 59.84M (1.51%) 3.12M
Increased by +5.22%
Sep 30, 23
7 Morgan Stanley - Brokerage Accounts 53.83M (1.36%) 1.07M
Increased by +1.98%
Sep 30, 23
8 JPMorgan Chase & Co 52.21M (1.32%) -3.76M
Decreased by -7.19%
Sep 30, 23
9 Northern Trust Corp 43.70M (1.10%) 576.08K
Increased by +1.32%
Sep 30, 23
10 Bank of New York Mellon Corp 42.45M (1.07%) -5.08M
Decreased by -11.98%
Sep 30, 23
11 T. Rowe Price Associates, Inc. 40.66M (1.03%) -5.83M
Decreased by -14.35%
Sep 30, 23
12 Dimensional Fund Advisors, Inc. 32.97M (0.83%) 357.64K
Increased by +1.08%
Sep 30, 23
13 State Farm Mutual Automobile Ins Co 30.52M (0.77%) 0.00
Increased by 0.00%
Sep 30, 23
14 Charles Schwab Investment Management Inc 27.52M (0.70%) -150.38K
Decreased by -0.55%
Sep 30, 23
15 Ameriprise Financial Inc 21.61M (0.55%) -1.12M
Decreased by -5.20%
Sep 30, 23
16 Capital World Investors 21.24M (0.54%) -294.17K
Decreased by -1.39%
Sep 30, 23
17 Amvescap Plc. 21.20M (0.54%) -4.04M
Decreased by -19.04%
Sep 30, 23
18 Legal & General Group PLC 21.11M (0.53%) -1.84M
Decreased by -8.72%
Sep 30, 23
19 Nuveen Asset Management, LLC 20.80M (0.53%) 376.12K
Increased by +1.81%
Sep 30, 23
20 Amundi 20.39M (0.52%) 2.27M
Increased by +11.15%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 125.57M (3.17%) -1.00M
Decreased by -0.80%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 98.61M (2.49%) 1.94M
Increased by +1.97%
Nov 30, 23
3 Energy Select Sector SPDR® ETF 80.80M (2.04%) -244.92K
Decreased by -0.30%
Dec 31, 23
4 SPDR® S&P 500 ETF Trust 49.37M (1.25%) -346.90K
Decreased by -0.70%
Dec 31, 23
5 Fidelity® 500 Index 47.15M (1.19%) 795.11K
Increased by +1.69%
Nov 30, 23
6 iShares Core S&P 500 ETF 39.90M (1.01%) 23.82K
Increased by +0.06%
Dec 29, 23
7 Vanguard Value Index Inv 34.34M (0.87%) 118.10K
Increased by +0.34%
Nov 30, 23
8 Vanguard Institutional Index I 26.96M (0.68%) 226.55K
Increased by +0.84%
Nov 30, 23
9 Vanguard Dividend Appreciation ETF 23.30M (0.59%) 400.61K
Increased by +1.72%
Nov 30, 23
10 Vanguard Energy ETF 20.87M (0.53%) 201.25K
Increased by +0.96%
Nov 30, 23
11 State St S&P 500® Indx SL Cl III 19.13M (0.48%) -213.70K
Decreased by -1.12%
Dec 31, 23
12 Vanguard High Dividend Yield ETF 18.22M (0.46%) 155.36K
Increased by +0.85%
Nov 30, 23
13 Blackrock Eq Idx Fund CF 14.32M (0.36%) 113.63K
Increased by +0.79%
Dec 31, 23
14 American Funds Washington Mutual A 14.23M (0.36%) 539.90K
Increased by +3.79%
Sep 30, 23
15 Capital Group Wash Mutual Invtrs Comp 14.23M (0.36%) 539.90K
Increased by +3.79%
Sep 30, 23
16 Fidelity® Contrafund® 12.49M (0.32%) -226.90K
Decreased by -1.82%
Nov 30, 23
17 Strategic Advisers® Fidelity US TtlStk 11.59M (0.29%) 50.80K
Increased by +0.44%
Nov 30, 23
18 iShares Russell 1000 Value ETF 11.00M (0.28%) -44.55K
Decreased by -0.41%
Dec 29, 23
19 JPM US Equity Income-Composite 10.81M (0.27%) -2.16M
Decreased by -19.98%
Sep 30, 23
20 JPM US Equity Income-MA 10.81M (0.27%) 10.80M
Increased by +99.88%
Sep 30, 23