Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IMCV 1000.00%
2 IWV 1000.00%
3 IWS 1000.00%
4 IWR 1000.00%
5 IWP 1000.00%
6 URTH 1000.00%
7 IWF 1000.00%
8 TOK 1000.00%
9 SUSL 1000.00%
10 IWD 1000.00%
11 IWB 1000.00%
12 IVV 1000.00%
13 DGRO 1000.00%
14 IVE 1000.00%
15 IUSV 1000.00%
16 DSI 1000.00%
17 ITOT 1000.00%
18 IMCG 1000.00%
19 IMCB 1000.00%
20 ILCV 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 32.18M (12.29%) -86.01K
Decreased by -0.27%
Dec 31, 23
2 BlackRock Inc 18.90M (7.22%) -2.03M
Decreased by -10.76%
Dec 31, 23
3 State Street Corporation 11.12M (4.24%) 281.12K
Increased by +2.53%
Dec 31, 23
4 T. Rowe Price Associates, Inc. 8.12M (3.10%) 75.90K
Increased by +0.93%
Dec 31, 23
5 Charles Schwab Investment Management Inc 5.91M (2.26%) -12.67K
Decreased by -0.21%
Dec 31, 23
6 Geode Capital Management, LLC 5.86M (2.24%) 129.97K
Increased by +2.22%
Dec 31, 23
7 Bank of America Corp 5.12M (1.96%) 2.98M
Increased by +58.15%
Dec 31, 23
8 Bank of New York Mellon Corp 5.02M (1.92%) 782.57K
Increased by +15.58%
Dec 31, 23
9 American Century Companies Inc 4.04M (1.54%) -1.03M
Decreased by -25.42%
Dec 31, 23
10 Goldman Sachs Group Inc 3.94M (1.51%) 2.37M
Increased by +59.96%
Dec 31, 23
11 Morgan Stanley - Brokerage Accounts 3.91M (1.49%) 205.12K
Increased by +5.25%
Dec 31, 23
12 Diamond Hill Capital Management Inc 3.89M (1.49%) -291.96K
Decreased by -7.50%
Dec 31, 23
13 Amvescap Plc. 3.81M (1.45%) -311.56K
Decreased by -8.18%
Dec 31, 23
14 Barrow Hanley Mewhinney & Strauss LLC 3.78M (1.44%) -1.57M
Decreased by -41.51%
Dec 31, 23
15 Wellington Management Company LLP 3.65M (1.39%) -185.95K
Decreased by -5.10%
Dec 31, 23
16 Allspring Global Investments Holdings, LLC 3.63M (1.39%) 27.77K
Increased by +0.76%
Dec 31, 23
17 Northern Trust Corp 3.37M (1.29%) -115.00K
Decreased by -3.41%
Dec 31, 23
18 Macquarie Group Ltd 3.37M (1.29%) -544.47K
Decreased by -16.17%
Dec 31, 23
19 Deutsche Bank AG 2.69M (1.03%) 143.52K
Increased by +5.34%
Dec 31, 23
20 Legal & General Group PLC 2.68M (1.02%) 459.35K
Increased by +17.12%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 8.28M (3.16%) 72.33K
Increased by +0.87%
Mar 31, 24
2 Vanguard Institutional 500 Index Trust 6.62M (2.53%) 82.77K
Increased by +1.25%
Mar 31, 24
3 Vanguard Mid Cap Index Institutional 5.71M (2.18%) -133.63K
Decreased by -2.34%
Mar 31, 24
4 Schwab US Dividend Equity ETF™ 4.13M (1.58%) -2.41K
Decreased by -0.06%
Jan 31, 24
5 SPDR® S&P 500 ETF Trust 3.16M (1.21%) -24.65K
Decreased by -0.78%
Mar 31, 24
6 Fidelity 500 Index 3.14M (1.20%) 31.58K
Increased by +1.01%
Feb 29, 24
7 Fidelity® 500 Index 3.05M (1.16%) 19.40K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 2.72M (1.04%) 19.97K
Increased by +0.73%
Mar 28, 24
9 Diamond Hill Large Cap Equity 2.71M (1.03%) 91.00
Increased by +0.00%
Mar 31, 24
10 Allspring Special Mid Cap Value Inst 2.44M (0.93%) -257.60K
Decreased by -10.57%
Mar 31, 24
11 Allspring Special US Mid Cap Value Eq 2.44M (0.93%) -290.90K
Decreased by -11.94%
Mar 31, 24
12 Vanguard Windsor Investor Shares 2.19M (0.84%) -165.54K
Decreased by -7.55%
Dec 31, 23
13 Vanguard Value Index Inv 2.18M (0.83%) -3.93K
Decreased by -0.18%
Mar 31, 24
14 American Century Mid Cap Value Inv 1.91M (0.73%) -12.98K
Decreased by -0.68%
Sep 30, 23
15 American Century U.S. Mid Cap Value 1.91M (0.73%) -12.98K
Decreased by -0.68%
Sep 30, 23
16 Vanguard Mid-Cap Value ETF 1.86M (0.71%) -74.73K
Decreased by -4.02%
Mar 31, 24
17 Financial Select Sector SPDR® ETF 1.74M (0.66%) -2.19K
Decreased by -0.13%
Mar 31, 24
18 Vanguard Institutional Index I 1.73M (0.66%) 2.09K
Increased by +0.12%
Mar 31, 24
19 T. Rowe Price US Value Equity Composite 1.70M (0.65%) -110.49K
Decreased by -6.48%
Mar 31, 24
20 T. Rowe Price Value 1.70M (0.65%) -110.49K
Decreased by -6.48%
Mar 31, 24