Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 39.80M (8.68%) 55.29K
Increased by +0.14%
Sep 30, 23
2 BlackRock Inc 36.47M (7.95%) -1.71M
Decreased by -4.68%
Sep 30, 23
3 State Street Corporation 18.97M (4.14%) -659.96K
Decreased by -3.48%
Sep 30, 23
4 State Farm Mutual Automobile Ins Co 17.13M (3.74%) 0.00
Increased by 0.00%
Sep 30, 23
5 Capital Research & Mgmt Co - Division 3 15.11M (3.29%) -156.61K
Decreased by -1.04%
Sep 30, 23
6 AllianceBernstein L.P. 14.50M (3.16%) -1.61M
Decreased by -11.14%
Sep 30, 23
7 Wellington Management Company LLP 12.34M (2.69%) 297.04K
Increased by +2.41%
Sep 30, 23
8 Morgan Stanley - Brokerage Accounts 12.27M (2.68%) -236.94K
Decreased by -1.93%
Sep 30, 23
9 Bank of America Corp 12.25M (2.67%) 821.31K
Increased by +6.70%
Sep 30, 23
10 T. Rowe Price Associates, Inc. 10.47M (2.28%) 1.65M
Increased by +15.77%
Sep 30, 23
11 Geode Capital Management, LLC 10.03M (2.19%) -5.58K
Decreased by -0.06%
Sep 30, 23
12 Capital World Investors 9.01M (1.96%) 145.53K
Increased by +1.62%
Sep 30, 23
13 FMR Inc 8.14M (1.77%) -14.38K
Decreased by -0.18%
Sep 30, 23
14 Nuveen Asset Management, LLC 6.46M (1.41%) 1.41M
Increased by +21.81%
Sep 30, 23
15 Northern Trust Corp 6.14M (1.34%) 196.77K
Increased by +3.20%
Sep 30, 23
16 Polen Capital 5.16M (1.13%) -234.04K
Decreased by -4.53%
Sep 30, 23
17 Capital Research Global Investors 4.11M (0.90%) -70.33K
Decreased by -1.71%
Sep 30, 23
18 Bank of New York Mellon Corp 4.00M (0.87%) 150.92K
Increased by +3.77%
Sep 30, 23
19 Massachusetts Financial Services Company 3.72M (0.81%) -481.32K
Decreased by -12.94%
Sep 30, 23
20 Legal & General Group PLC 3.50M (0.76%) -157.95K
Decreased by -4.51%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 12.99M (2.83%) 15.85K
Increased by +0.12%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 11.22M (2.45%) 105.16K
Increased by +0.94%
Nov 30, 23
3 American Funds Growth Fund of Amer A 6.12M (1.33%) 61.08K
Increased by +1.00%
Sep 30, 23
4 Capital Group Growth Fnd of Amer Comp 6.12M (1.33%) 61.08K
Increased by +1.00%
Sep 30, 23
5 SPDR® S&P 500 ETF Trust 5.66M (1.23%) -39.71K
Decreased by -0.70%
Dec 31, 23
6 American Funds New Perspective A 5.39M (1.17%) 0.00
Increased by 0.00%
Sep 30, 23
7 Capital Group New Perspective Comp 5.39M (1.17%) 0.00
Increased by 0.00%
Sep 30, 23
8 Fidelity® 500 Index 5.36M (1.17%) 34.13K
Increased by +0.64%
Nov 30, 23
9 iShares Core S&P 500 ETF 4.57M (1.00%) 2.73K
Increased by +0.06%
Dec 29, 23
10 Vanguard Health Care Inv 4.53M (0.99%) -125.00K
Decreased by -2.76%
Sep 30, 23
11 Capital Group AMCAP Composite 4.03M (0.88%) -20.45K
Decreased by -0.51%
Sep 30, 23
12 VA CollegeAmerica Amcap 529A 4.03M (0.88%) -20.45K
Decreased by -0.51%
Sep 30, 23
13 Vanguard Growth Index Investor 3.65M (0.80%) 19.97K
Increased by +0.55%
Nov 30, 23
14 Health Care Select Sector SPDR® ETF 3.41M (0.74%) -2.48K
Decreased by -0.07%
Dec 31, 23
15 Vanguard Institutional Index I 3.07M (0.67%) -6.75K
Decreased by -0.22%
Nov 30, 23
16 AllianceBernstein US L/C Growth Eqty MF 3.00M (0.65%) -188.13K
Decreased by -6.27%
Nov 30, 23
17 American Funds American Mutual A 2.94M (0.64%) -6.13K
Decreased by -0.21%
Sep 30, 23
18 Capital Group American Mutual Comp 2.94M (0.64%) -6.13K
Decreased by -0.21%
Sep 30, 23
19 AB Large Cap Growth A 2.86M (0.62%) -173.92K
Decreased by -6.08%
Nov 30, 23
20 Vanguard Dividend Appreciation ETF 2.65M (0.58%) 18.07K
Increased by +0.68%
Nov 30, 23