Top 20 ETF Stock Exposure

Rank ETF Shares Market Value Weight % in ETF
1 VTI 55.02M 7.41B 0.55%
2 VTSAX 54.96M 8.22B 0.59%
3 VITSX 54.96M 8.22B 0.59%
4 JPST 45.02M 43.83M 0.19%
5 VOO 42.25M 6.32B 0.68%
6 VFINX 42.25M 6.32B 0.68%
7 VFIAX 42.25M 6.32B 0.68%
8 SPY 19.53M 2.99B 0.75%
9 IVV 16.47M 2.45B 0.70%
10 VVIAX 15.34M 2.29B 1.50%
11 VTV 15.34M 2.29B 1.50%
12 XLV 14.34M 2.14B 5.33%
13 SCHD 13.92M 13.92M 4.19%
14 IBCD.DE 13.09M 11.79M 0.14%
15 VINIX 11.99M 1.79B 0.69%
16 VIIIX 11.99M 1.79B 0.69%
17 VYM 7.95M 1.19B 1.89%
18 VHYAX 7.95M 1.19B 1.89%
19 RAVI 6.37M 6.15M 0.59%
20 VHT 6.11M 914.39M 4.53%

Top 20 Institutional Holders

Rank Holder Shares Change Date reported
1 VANGUARD GROUP INC 159.30M -1.17M
Decreased by -0.73%
Jun 30, 23
2 BLACKROCK INC. 139.16M 440.29K
Increased by +0.32%
Jun 30, 23
3 STATE STREET CORP 78.18M 1.16M
Increased by +1.48%
Jun 30, 23
4 JPMORGAN CHASE & CO 56.77M -1.13M
Decreased by -1.98%
Jun 30, 23
5 BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. 43.46M 596.26K
Increased by +1.37%
Dec 31, 16
6 CAPITAL INTERNATIONAL INVESTORS 43.15M 404.38K
Increased by +0.94%
Jun 30, 23
7 GEODE CAPITAL MANAGEMENT, LLC 34.95M 907.92K
Increased by +2.60%
Jun 30, 23
8 CAPITAL RESEARCH GLOBAL INVESTORS 32.55M -3.17M
Decreased by -9.74%
Jun 30, 23
9 MORGAN STANLEY 31.26M -166.95K
Decreased by -0.53%
Jun 30, 23
10 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 22.80M 1.26M
Increased by +5.53%
Jun 30, 23
11 BLACKROCK FUND ADVISORS 22.18M 1.60M
Increased by +7.22%
Dec 31, 16
12 NORTHERN TRUST CORP 21.44M -780.12K
Decreased by -3.64%
Jun 30, 23
13 BANK OF NEW YORK MELLON CORP 20.00M -184.80K
Decreased by -0.92%
Jun 30, 23
14 NORGES BANK 18.77M 18.77M
Increased by +100.00%
Dec 31, 22
15 BANK OF AMERICA CORP /DE/ 18.26M -2.45M
Decreased by -13.43%
Jun 30, 23
16 BLACKROCK GROUP LTD 14.24M 902.08K
Increased by +6.33%
Dec 31, 16
17 AMERIPRISE FINANCIAL INC 13.87M -851.54K
Decreased by -6.14%
Jun 30, 23
18 PRICE T ROWE ASSOCIATES INC /MD/ 13.16M -4.41M
Decreased by -33.51%
Jun 30, 23
19 LEGAL & GENERAL GROUP PLC 12.63M 741.03K
Increased by +5.87%
Jun 30, 23
20 UBS GROUP AG 11.11M 213.83K
Increased by +1.92%
Jun 30, 23

Top 20 Mutual Fund Holders

Rank Holder Shares Change Date reported
1 VANGUARD SCOTTSDALE FUNDS 138.99M 1.99M
Increased by +1.43%
Feb 28, 23
2 ADVANCED SERIES TRUST 124.72M 2.30M
Increased by +1.84%
Mar 31, 23
3 Franklin Custodian Funds 115.00M 0.00
Increased by 0.00%
Mar 31, 23
4 VANGUARD INDEX FUNDS 113.80M 1.94M
Increased by +1.71%
Mar 31, 23
5 ADVANCED SERIES TRUST 103.15M 0.00
Increased by 0.00%
Mar 31, 23
6 VANGUARD FIXED INCOME SECURITIES FUNDS 100.07M 0.00
Increased by 0.00%
Apr 30, 23
7 PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 90.52M 0.00
Increased by 0.00%
Apr 28, 23
8 VANGUARD SCOTTSDALE FUNDS 79.70M -8.70M
Decreased by -10.92%
Feb 28, 23
9 PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 73.47M 0.00
Increased by 0.00%
Apr 28, 23
10 JOHN HANCOCK SOVEREIGN BOND FUND 70.12M 0.00
Increased by 0.00%
Feb 28, 23
11 ADVANCED SERIES TRUST 51.74M 2.58M
Increased by +4.99%
Mar 31, 23
12 JOHN HANCOCK SOVEREIGN BOND FUND 47.26M 0.00
Increased by 0.00%
Feb 28, 23
13 VANGUARD BOND INDEX FUNDS 44.55M 150.00K
Increased by +0.34%
Mar 31, 23
14 DODGE & COX FUNDS 39.04M 0.00
Increased by 0.00%
Mar 31, 23
15 VANGUARD FIXED INCOME SECURITIES FUNDS 31.45M 5.10M
Increased by +16.22%
Apr 30, 23
16 VANGUARD WELLESLEY INCOME FUND 28.80M 0.00
Increased by 0.00%
Mar 31, 23
17 LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 28.41M -217.00K
Decreased by -0.76%
Mar 31, 23
18 SEI INSTITUTIONAL INVESTMENTS TRUST 27.98M 4.05M
Increased by +14.46%
Feb 28, 23
19 LORD ABBETT BOND DEBENTURE FUND INC 27.86M 0.00
Increased by 0.00%
Mar 31, 23
20 LORD ABBETT BOND DEBENTURE FUND INC 26.72M -225.00K
Decreased by -0.84%
Mar 31, 23