Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.93M (11.47%) -198.13K
Decreased by -0.83%
Sep 30, 23
2 BlackRock Inc 21.63M (10.37%) -467.43K
Decreased by -2.16%
Sep 30, 23
3 State Street Corporation 9.02M (4.32%) -41.63K
Decreased by -0.46%
Sep 30, 23
4 T. Rowe Price Associates, Inc. 7.97M (3.82%) -1.25M
Decreased by -15.74%
Sep 30, 23
5 Amvescap Plc. 6.43M (3.08%) -285.66K
Decreased by -4.44%
Sep 30, 23
6 American Century Companies Inc 4.86M (2.33%) 852.19K
Increased by +17.52%
Sep 30, 23
7 Dodge & Cox 4.83M (2.31%) -37.77K
Decreased by -0.78%
Sep 30, 23
8 PRIMECAP Management Company 4.60M (2.21%) -260.37K
Decreased by -5.66%
Sep 30, 23
9 Geode Capital Management, LLC 4.50M (2.16%) 90.86K
Increased by +2.02%
Sep 30, 23
10 JPMorgan Chase & Co 3.45M (1.65%) -426.60K
Decreased by -12.38%
Sep 30, 23
11 Victory Capital Management Inc. 3.08M (1.48%) 144.15K
Increased by +4.68%
Sep 30, 23
12 Boston Partners Global Investors, Inc 2.69M (1.29%) 608.96K
Increased by +22.60%
Sep 30, 23
13 Northern Trust Corp 2.65M (1.27%) 113.14K
Increased by +4.26%
Sep 30, 23
14 Capital Research Global Investors 2.49M (1.20%) 135.00K
Increased by +5.41%
Sep 30, 23
15 Morgan Stanley - Brokerage Accounts 2.48M (1.19%) -807.81K
Decreased by -32.59%
Sep 30, 23
16 Neuberger Berman Group LLC 2.44M (1.17%) -205.38K
Decreased by -8.40%
Sep 30, 23
17 Allspring Global Investments Holdings, LLC 2.37M (1.14%) 223.00K
Increased by +9.39%
Sep 30, 23
18 Van Eck Associates Corporation 2.30M (1.10%) 359.51K
Increased by +15.66%
Sep 30, 23
19 Legal & General Group PLC 1.90M (0.91%) -4.66K
Decreased by -0.25%
Sep 30, 23
20 Bank of New York Mellon Corp 1.87M (0.90%) -7.66K
Decreased by -0.41%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.55M (3.14%) 7.99K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 5.09M (2.44%) 44.13K
Increased by +0.87%
Nov 30, 23
3 Vanguard Mid Cap Index Institutional 4.75M (2.28%) 3.40K
Increased by +0.07%
Nov 30, 23
4 Dodge & Cox Stock I 3.83M (1.84%) 3.82M
Increased by +99.52%
Sep 30, 23
5 VanEck Morningstar Wide Moat 2.59M (1.24%) 518.18K
Increased by +20.04%
Dec 31, 23
6 VanEck Morningstar Wide Moat ETF 2.59M (1.24%) 2.48K
Increased by +0.10%
Dec 30, 23
7 SPDR® S&P 500 ETF Trust 2.58M (1.24%) -18.10K
Decreased by -0.70%
Dec 31, 23
8 Fidelity® 500 Index 2.44M (1.17%) 15.50K
Increased by +0.64%
Nov 30, 23
9 Allspring Special Mid Cap Value Inst 2.19M (1.05%) 0.00
Increased by 0.00%
Nov 30, 23
10 Vanguard PRIMECAP Inv 2.19M (1.05%) -168.50K
Decreased by -7.70%
Sep 30, 23
11 iShares Core S&P 500 ETF 2.08M (1.00%) 1.24K
Increased by +0.06%
Dec 29, 23
12 Victory Sycamore Established Value R 2.05M (0.98%) 90.00K
Increased by +4.39%
Sep 30, 23
13 American Century Mid Cap Value Inv 1.98M (0.95%) 324.01K
Increased by +16.38%
Sep 30, 23
14 American Century U.S. Mid Cap Value 1.98M (0.95%) 324.01K
Increased by +16.38%
Sep 30, 23
15 American Funds Growth Fund of Amer A 1.86M (0.89%) 126.27K
Increased by +6.78%
Sep 30, 23
16 Capital Group Growth Fnd of Amer Comp 1.86M (0.89%) 126.27K
Increased by +6.78%
Sep 30, 23
17 Allspring Special US Mid Cap Value Eq 1.84M (0.88%) 258.80K
Increased by +14.04%
Sep 30, 23
18 Vanguard Value Index Inv 1.80M (0.86%) 8.42K
Increased by +0.47%
Nov 30, 23
19 Vanguard Mid-Cap Value ETF 1.68M (0.81%) -7.44K
Decreased by -0.44%
Nov 30, 23
20 Health Care Select Sector SPDR® ETF 1.62M (0.77%) 27.35K
Increased by +1.69%
Nov 30, 23