Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWY 1000.00%
2 ACWI 1000.00%
3 IVE 1000.00%
4 USCL 1000.00%
5 URTH 1000.00%
6 IUSV 1000.00%
7 IUSG 1000.00%
8 TOK 1000.00%
9 ITOT 1000.00%
10 ILCV 1000.00%
11 ILCB 1000.00%
12 IGF 1000.00%
13 ESGU 1000.00%
14 EUSA 1000.00%
15 IDU 1000.00%
16 JXI 1000.00%
17 JKF 1000.00%
18 JKD 1000.00%
19 IYY 1000.00%
20 IWX 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 36.59M (11.73%) -359.70K
Decreased by -0.98%
Jun 30, 24
2 Capital Research & Mgmt Co - Division 3 22.33M (7.16%) -6.11M
Decreased by -27.36%
Jun 30, 24
3 BlackRock Inc 21.43M (6.87%) -1.29M
Decreased by -6.03%
Jun 30, 24
4 FMR Inc 18.71M (6.00%) -1.33M
Decreased by -7.10%
Mar 31, 24
5 State Street Corporation 16.63M (5.33%) -1.14M
Decreased by -6.82%
Mar 31, 24
6 T. Rowe Price Associates, Inc. 9.78M (3.14%) -9.49M
Decreased by -96.99%
Jun 30, 24
7 Capital World Investors 7.96M (2.55%) 973.38K
Increased by +12.24%
Jun 30, 24
8 Geode Capital Management, LLC 7.55M (2.42%) 267.25K
Increased by +3.54%
Mar 31, 24
9 Capital Research Global Investors 6.03M (1.93%) 1.65M
Increased by +27.28%
Jun 30, 24
10 Putnam Investments LLC 5.73M (1.84%) -113.37K
Decreased by -1.98%
Dec 31, 23
11 Putnam Investments, LLC., a Franklin Templeton company 5.73M (1.84%) -113.37K
Decreased by -1.98%
Dec 31, 23
12 Franklin Resources Inc 5.42M (1.74%) 4.99M
Increased by +92.18%
Mar 31, 24
13 Bank of New York Mellon Corp 5.20M (1.67%) -45.85K
Decreased by -0.88%
Jun 30, 24
14 Morgan Stanley - Brokerage Accounts 4.64M (1.49%) 174.55K
Increased by +3.76%
Mar 31, 24
15 NORGES BANK 3.37M (1.08%) 737.77K
Increased by +21.91%
Jun 30, 24
16 Northern Trust Corp 2.90M (0.93%) -306.48K
Decreased by -10.56%
Jun 30, 24
17 Goldman Sachs Group Inc 2.78M (0.89%) 1.23M
Increased by +44.13%
Dec 31, 23
18 Orbis Allan Gray Ltd 2.50M (0.80%) -604.93K
Decreased by -24.24%
Jun 30, 24
19 Amvescap Plc. 2.37M (0.76%) -323.51K
Decreased by -13.63%
Mar 31, 24
20 Legal & General Group PLC 2.26M (0.72%) -33.18K
Decreased by -1.47%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 9.93M (3.18%) -20.88K
Decreased by -0.21%
Jul 31, 24
2 Vanguard Institutional 500 Index Trust 8.18M (2.62%) 80.30K
Increased by +0.98%
Jul 31, 24
3 American Funds American Balanced A 7.14M (2.29%) 713.01K
Increased by +9.99%
Jun 30, 24
4 American Funds Washington Mutual A 7.09M (2.27%) -5.33M
Decreased by -75.25%
Jun 30, 24
5 Capital Group Wash Mutual Invtrs Comp 7.09M (2.27%) -5.33M
Decreased by -75.25%
Jun 30, 24
6 Vanguard Mid Cap Index Institutional 6.74M (2.16%) -5.92K
Decreased by -0.09%
Jul 31, 24
7 Invesco QQQ Trust 6.16M (1.97%) 25.81K
Increased by +0.42%
Aug 29, 24
8 American Funds Fundamental Invs A 5.15M (1.65%) 27.56K
Increased by +0.54%
Jun 30, 24
9 Capital Group Fundamental Invtrs Comp 5.15M (1.65%) 27.56K
Increased by +0.54%
Jun 30, 24
10 The Utilities Select Sector SPDR® ETF 4.68M (1.50%) -4.16K
Decreased by -0.09%
Aug 29, 24
11 American Funds American Mutual A 4.62M (1.48%) 418.33K
Increased by +9.05%
Jun 30, 24
12 Capital Group American Mutual Comp 4.62M (1.48%) 418.33K
Increased by +9.05%
Jun 30, 24
13 American Funds Growth Fund of Amer A 4.50M (1.44%) 1.51M
Increased by +33.49%
Jun 30, 24
14 Capital Group Growth Fnd of Amer Comp 4.50M (1.44%) 1.51M
Increased by +33.49%
Jun 30, 24
15 Utilities Select Sector SPDR® ETF 3.99M (1.28%) 112.32K
Increased by +2.82%
Apr 30, 24
16 Fidelity 500 Index 3.85M (1.24%) -34.62K
Decreased by -0.90%
Jun 30, 24
17 SPDR® S&P 500® ETF Trust 3.76M (1.21%) 8.41K
Increased by +0.22%
Aug 29, 24
18 SPDR® S&P 500 ETF Trust 3.76M (1.21%) -8.17K
Decreased by -0.22%
Apr 30, 24
19 Fidelity® 500 Index 3.75M (1.20%) 23.85K
Increased by +0.64%
Nov 30, 23
20 iShares Core S&P 500 ETF 3.46M (1.11%) -3.57K
Decreased by -0.10%
Aug 28, 24