Top 20 ETF Stock Exposure

Rank ETF Shares Market Value Weight % in ETF
1 VTI 54.23M 5.91B 0.44%
2 VTSAX 54.17M 6.03B 0.43%
3 VITSX 54.17M 6.03B 0.43%
4 VOO 41.65M 4.64B 0.50%
5 VFINX 41.65M 4.64B 0.50%
6 VFIAX 41.65M 4.64B 0.50%
7 SPY 19.20M 1.89B 0.47%
8 IVV 16.23M 1.63B 0.47%
9 VVIAX 15.12M 1.68B 1.10%
10 VTV 15.12M 1.68B 1.10%
11 XLV 14.14M 1.42B 3.55%
12 VINIX 11.81M 1.32B 0.50%
13 VIIIX 11.81M 1.32B 0.50%
14 VGHCX 11.67M 1.27B 2.65%
15 VGHAX 11.67M 1.27B 2.65%
16 IS3M.DE 10.53M 10.58M 0.36%
17 VIG 9.82M 1.09B 1.30%
18 VDADX 9.82M 1.09B 1.30%
19 VDIGX 9.09M 991.32M 1.87%
20 IHI 7.67M 771.64M 14.12%

Top 20 Institutional Holders

Rank Holder Shares Change Date reported
1 VANGUARD GROUP INC 155.74M 95.77K
Increased by +0.06%
Jun 30, 23
2 BLACKROCK INC. 137.15M 1.58M
Increased by +1.16%
Jun 30, 23
3 CAPITAL RESEARCH GLOBAL INVESTORS 77.23M 820.37K
Increased by +1.06%
Jun 30, 23
4 STATE STREET CORP 74.82M 1.36M
Increased by +1.82%
Jun 30, 23
5 CAPITAL INTERNATIONAL INVESTORS 59.18M 2.75M
Increased by +4.64%
Jun 30, 23
6 BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. 39.35M 517.08K
Increased by +1.31%
Dec 31, 16
7 MORGAN STANLEY 36.38M -288.54K
Decreased by -0.79%
Jun 30, 23
8 GEODE CAPITAL MANAGEMENT, LLC 31.88M 682.17K
Increased by +2.14%
Jun 30, 23
9 WELLINGTON MANAGEMENT GROUP LLP 29.91M 9.09M
Increased by +30.39%
Jun 30, 23
10 BLACKROCK FUND ADVISORS 23.74M 83.63K
Increased by +0.35%
Dec 31, 16
11 NORTHERN TRUST CORP 22.67M -1.24M
Decreased by -5.49%
Jun 30, 23
12 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 18.15M -3.00M
Decreased by -16.55%
Jun 30, 23
13 BANK OF AMERICA CORP /DE/ 17.31M -2.62M
Decreased by -15.15%
Jun 30, 23
14 UBS ASSET MANAGEMENT AMERICAS INC 17.30M 0.00
Increased by 0.00%
Jun 30, 23
15 NORGES BANK 17.25M 17.25M
Increased by +100.00%
Dec 31, 22
16 WELLS FARGO & COMPANY/MN 17.09M -173.74K
Decreased by -1.02%
Jun 30, 23
17 BANK OF NEW YORK MELLON CORP 15.17M -1.23M
Decreased by -8.13%
Jun 30, 23
18 JPMORGAN CHASE & CO 14.97M 811.45K
Increased by +5.42%
Jun 30, 23
19 STATE FARM INVESTMENT MANAGEMENT CORP 14.72M 14.72M
Increased by +100.00%
Dec 31, 08
20 POLEN CAPITAL MANAGEMENT LLC 13.86M -387.59K
Decreased by -2.80%
Jun 30, 23

Top 20 Mutual Fund Holders

Rank Holder Shares Change Date reported
1 VANGUARD INDEX FUNDS 111.93M 1.65M
Increased by +1.47%
Mar 31, 23
2 VANGUARD SPECIALIZED FUNDS 29.26M 8.25M
Increased by +28.18%
Apr 30, 23
3 INVESTMENT CO OF AMERICA 22.16M 0.00
Increased by 0.00%
Mar 31, 23
4 SPDR S&P 500 ETF TRUST 19.02M -320.59K
Decreased by -1.69%
Mar 31, 23
5 AMERICAN MUTUAL FUND 16.01M 927.76K
Increased by +5.79%
Apr 30, 23
6 SELECT SECTOR SPDR TRUST 13.77M -645.85K
Decreased by -4.69%
Mar 31, 23
7 VANGUARD INSTITUTIONAL INDEX FUNDS 13.28M -110.05K
Decreased by -0.83%
Mar 31, 23
8 BAIRD FUNDS INC 9.44M 0.00
Increased by 0.00%
Mar 31, 23
9 VANGUARD WORLD FUND 9.33M -7.12K
Decreased by -0.08%
Feb 28, 23
10 AMERICAN FUNDS INSURANCE SERIES 9.16M -91.64K
Decreased by -1.00%
Mar 31, 23
11 CAPITAL INCOME BUILDER 9.08M 3.22M
Increased by +35.44%
Apr 30, 23
12 WASHINGTON MUTUAL INVESTORS FUND 8.01M -331.90K
Decreased by -4.14%
Apr 30, 23
13 BAIRD FUNDS INC 7.51M 0.00
Increased by 0.00%
Mar 31, 23
14 COLLEGE RETIREMENT EQUITIES FUND 6.01M 399.63K
Increased by +6.65%
Mar 31, 23
15 JANUS INVESTMENT FUND 5.34M 627.44K
Increased by +11.74%
Mar 31, 23
16 SCHWAB CAPITAL TRUST 4.87M 31.84K
Increased by +0.65%
Apr 30, 23
17 AMERICAN FUNDS FUNDAMENTAL INVESTORS 4.86M 0.00
Increased by 0.00%
Mar 31, 23
18 BAIRD FUNDS INC 4.70M 0.00
Increased by 0.00%
Mar 31, 23
19 AMERICAN BALANCED FUND 4.48M 69.75K
Increased by +1.56%
Mar 31, 23
20 BAIRD FUNDS INC 4.44M 0.00
Increased by 0.00%
Mar 31, 23