Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IUSV 1000.00%
2 ACWI 1000.00%
3 OEF 1000.00%
4 LRGF 1000.00%
5 JKF 1000.00%
6 JKD 1000.00%
7 CRBN 1000.00%
8 IYY 1000.00%
9 IYH 1000.00%
10 IXJ 1000.00%
11 IWX 1000.00%
12 DGRO 1000.00%
13 IWV 1000.00%
14 IWL 1000.00%
15 IWD 1000.00%
16 IWB 1000.00%
17 IVV 1000.00%
18 IVE 1000.00%
19 USCL 1000.00%
20 URTH 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 165.30M (9.56%) 8.83M
Increased by +5.34%
Mar 31, 24
2 BlackRock Inc 133.08M (7.70%) -988.29K
Decreased by -0.74%
Mar 31, 24
3 Capital Research Global Investors 83.98M (4.86%) -2.60M
Decreased by -3.10%
Mar 31, 24
4 State Street Corporation 74.74M (4.32%) 51.46K
Increased by +0.07%
Mar 31, 24
5 Capital Research & Mgmt Co - Division 3 70.18M (4.06%) 5.88M
Increased by +8.38%
Mar 31, 24
6 Morgan Stanley - Brokerage Accounts 36.01M (2.08%) 75.16K
Increased by +0.21%
Mar 31, 24
7 Geode Capital Management, LLC 33.73M (1.95%) 880.32K
Increased by +2.61%
Mar 31, 24
8 Wellington Management Company LLP 28.26M (1.63%) -3.98M
Decreased by -14.08%
Mar 31, 24
9 Goldman Sachs Group Inc 22.82M (1.32%) 14.02M
Increased by +61.45%
Dec 31, 23
10 Northern Trust Corp 21.02M (1.22%) -605.44K
Decreased by -2.88%
Mar 31, 24
11 NORGES BANK 19.22M (1.11%) 1.97M
Increased by +10.27%
Dec 31, 23
12 Wells Fargo & Co 16.79M (0.97%) 317.59K
Increased by +1.89%
Mar 31, 24
13 Polen Capital 16.14M (0.93%) 2.65M
Increased by +16.44%
Mar 31, 24
14 Bank of New York Mellon Corp 14.76M (0.85%) -361.45K
Decreased by -2.45%
Mar 31, 24
15 Legal & General Group PLC 14.21M (0.82%) -93.86K
Decreased by -0.66%
Mar 31, 24
16 JPMorgan Chase & Co 14.10M (0.82%) 826.74K
Increased by +5.86%
Mar 31, 24
17 State Farm Mutual Automobile Ins Co 13.59M (0.79%) 0.00
Increased by 0.00%
Mar 31, 24
18 HHG PLC 13.25M (0.77%) 3.81M
Increased by +28.77%
Dec 31, 23
19 Charles Schwab Investment Management Inc 12.37M (0.72%) 6.37K
Increased by +0.05%
Mar 31, 24
20 Nuveen Asset Management, LLC 10.89M (0.63%) -1.47M
Decreased by -13.53%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 87.24M (5.05%) 87.24M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 54.76M (3.17%) 149.69K
Increased by +0.27%
May 31, 24
3 Vanguard Institutional 500 Index Trust 44.56M (2.58%) 388.63K
Increased by +0.87%
May 31, 24
4 American Funds Invmt Co of Amer A 23.50M (1.36%) -3.25M
Decreased by -13.84%
Mar 31, 24
5 Capital Group Investment Co of Amer Comp 23.50M (1.36%) -3.25M
Decreased by -13.84%
Mar 31, 24
6 American Funds American Mutual A 21.26M (1.23%) -31.03K
Decreased by -0.15%
Mar 31, 24
7 Capital Group American Mutual Comp 21.26M (1.23%) -31.03K
Decreased by -0.15%
Mar 31, 24
8 Fidelity 500 Index 21.13M (1.22%) 107.19K
Increased by +0.51%
May 31, 24
9 SPDR® S&P 500 ETF Trust 20.93M (1.21%) -162.90K
Decreased by -0.78%
Mar 31, 24
10 SPDR® S&P 500® ETF Trust 20.67M (1.20%) 195.05K
Increased by +0.94%
Jun 30, 24
11 Fidelity® 500 Index 20.22M (1.17%) 128.69K
Increased by +0.64%
Nov 30, 23
12 iShares Core S&P 500 ETF 18.57M (1.07%) 94.19K
Increased by +0.51%
Jun 28, 24
13 American Funds Capital World Gr&Inc A 15.97M (0.92%) -18.96K
Decreased by -0.12%
Mar 31, 24
14 Capital Group World Growth & Inc Cmp 15.97M (0.92%) -18.96K
Decreased by -0.12%
Mar 31, 24
15 Vanguard Value Index Inv 14.43M (0.83%) 4.03K
Increased by +0.03%
May 31, 24
16 American Funds Capital Income Bldr A 13.71M (0.79%) 1.07M
Increased by +7.80%
Mar 31, 24
17 Health Care Select Sector SPDR® ETF 13.03M (0.75%) -65.63K
Decreased by -0.50%
Mar 31, 24
18 Capital Group AMCAP Composite 12.99M (0.75%) -16.98K
Decreased by -0.13%
Mar 31, 24
19 VA CollegeAmerica Amcap 529A 12.99M (0.75%) -16.98K
Decreased by -0.13%
Mar 31, 24
20 American Funds Growth Fund of Amer A 12.94M (0.75%) 240.95K
Increased by +1.86%
Mar 31, 24