Top 20 ETF Stock Exposure

Rank ETF Shares Market Value Weight % in ETF
1 VTI 8.44M 861.74M 0.06%
2 VTSAX 8.43M 923.21M 0.07%
3 VITSX 8.43M 923.21M 0.07%
4 VOO 6.48M 709.61M 0.08%
5 VFINX 6.48M 709.61M 0.08%
6 VFIAX 6.48M 709.61M 0.08%
7 VO 6.26M 685.43M 0.45%
8 VMCPX 6.26M 685.43M 0.45%
9 VMCIX 6.26M 685.43M 0.45%
10 VIMAX 6.26M 685.43M 0.45%
11 QDVL.DE 3.90M 3.78M 0.10%
12 EUN5.DE 3.64M 3.28M 0.02%
13 SPY 3.13M 306.92M 0.08%
14 VWNFX 3.04M 310.49M 0.57%
15 VWNAX 3.04M 310.49M 0.57%
16 IVV 2.53M 254.26M 0.07%
17 EUNT.DE 2.40M 2.32M 0.05%
18 VUG 2.29M 251.18M 0.14%
19 VIGAX 2.29M 251.18M 0.14%
20 VOT 1.87M 204.91M 0.92%

Top 20 Institutional Holders

Rank Holder Shares Change Date reported
1 VANGUARD GROUP INC 30.11M 50.95K
Increased by +0.17%
Jun 30, 23
2 BLACKROCK INC. 22.26M 522.04K
Increased by +2.35%
Jun 30, 23
3 STATE STREET CORP 10.44M 344.11K
Increased by +3.30%
Jun 30, 23
4 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 8.27M 117.98K
Increased by +1.43%
Jun 30, 23
5 ALLIANCEBERNSTEIN L.P. 7.92M -293.26K
Decreased by -3.70%
Jun 30, 23
6 IMPAX ASSET MANAGEMENT GROUP PLC 6.13M 993.52K
Increased by +16.20%
Jun 30, 23
7 GEODE CAPITAL MANAGEMENT, LLC 5.73M 120.30K
Increased by +2.10%
Jun 30, 23
8 BARROW HANLEY MEWHINNEY & STRAUSS LLC 5.44M 617.11K
Increased by +11.34%
Jun 30, 23
9 PICTET ASSET MANAGEMENT LTD 5.21M 530.52K
Increased by +10.18%
Jun 30, 21
10 CAPITAL RESEARCH GLOBAL INVESTORS 5.16M -888.61K
Decreased by -17.21%
Jun 30, 23
11 AMERICAN CENTURY COMPANIES INC 4.98M 327.60K
Increased by +6.57%
Jun 30, 23
12 CLEARBRIDGE INVESTMENTS, LLC 4.44M -185.10K
Decreased by -4.17%
Jun 30, 23
13 SANDS CAPITAL MANAGEMENT, LLC 4.34M -60.66K
Decreased by -1.40%
Jun 30, 23
14 PICTET ASSET MANAGEMENT SA 4.27M 38.41K
Increased by +0.90%
Jun 30, 23
15 UBS ASSET MANAGEMENT AMERICAS INC 4.21M 0.00
Increased by 0.00%
Jun 30, 23
16 NORGES BANK 4.10M 4.10M
Increased by +100.00%
Dec 31, 22
17 INVESCO LTD. 3.98M -131.45K
Decreased by -3.30%
Jun 30, 23
18 GOLDMAN SACHS GROUP INC 3.54M -279.90K
Decreased by -7.90%
Jun 30, 23
19 BANK OF AMERICA CORP /DE/ 3.52M -158.57K
Decreased by -4.51%
Jun 30, 23
20 VICTORY CAPITAL MANAGEMENT INC 3.43M 31.19K
Increased by +0.91%
Jun 30, 23

Top 20 Mutual Fund Holders

Rank Holder Shares Change Date reported
1 VANGUARD INDEX FUNDS 25.49M 246.10K
Increased by +0.97%
Mar 31, 23
2 JANUS INVESTMENT FUND 11.32M 0.00
Increased by 0.00%
Mar 31, 23
3 JOHN HANCOCK SOVEREIGN BOND FUND 10.71M 0.00
Increased by 0.00%
Feb 28, 23
4 JANUS INVESTMENT FUND 9.00M 0.00
Increased by 0.00%
Mar 31, 23
5 JANUS INVESTMENT FUND 6.80M 0.00
Increased by 0.00%
Mar 31, 23
6 JOHN HANCOCK SOVEREIGN BOND FUND 5.91M 0.00
Increased by 0.00%
Feb 28, 23
7 NORTHERN FUNDS 5.40M 0.00
Increased by 0.00%
Mar 31, 23
8 T. Rowe Price Growth Stock Fund, Inc. 3.93M 0.00
Increased by 0.00%
Mar 31, 23
9 JOHN HANCOCK VARIABLE INSURANCE TRUST 3.44M 0.00
Increased by 0.00%
Mar 31, 23
10 PARNASSUS INCOME FUNDS 3.11M 0.00
Increased by 0.00%
Mar 31, 23
11 VANGUARD WINDSOR FUNDS 3.07M -44.39K
Decreased by -1.45%
Apr 30, 23
12 T. Rowe Price Capital Appreciation Fund, Inc. 3.00M 0.00
Increased by 0.00%
Mar 31, 23
13 PARNASSUS INCOME FUNDS 3.00M 0.00
Increased by 0.00%
Mar 31, 23
14 AMERICAN CENTURY INVESTMENT TRUST 2.64M 0.00
Increased by 0.00%
Mar 31, 23
15 T. Rowe Price Equity Funds, Inc. 2.50M 0.00
Increased by 0.00%
Mar 31, 23
16 VICTORY PORTFOLIOS 2.38M 131.93K
Increased by +5.55%
Mar 31, 23
17 VANGUARD INSTITUTIONAL INDEX FUNDS 2.07M -13.95K
Decreased by -0.67%
Mar 31, 23
18 PARNASSUS INCOME FUNDS 2.00M 0.00
Increased by 0.00%
Mar 31, 23
19 EMPOWER FUNDS, INC. 2.00M 0.00
Increased by 0.00%
Mar 31, 23
20 JOHN HANCOCK VARIABLE INSURANCE TRUST 1.89M 0.00
Increased by 0.00%
Mar 31, 23