Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWB 1000.00%
2 IWS 1000.00%
3 EUSA 1000.00%
4 IWR 1000.00%
5 IWD 1000.00%
6 IVV 1000.00%
7 IVE 1000.00%
8 IUSV 1000.00%
9 ITOT 1000.00%
10 KXI 1000.00%
11 IYC 1000.00%
12 USXF 1000.00%
13 IMCV 1000.00%
14 IMCB 1000.00%
15 ILCV 1000.00%
16 URTH 1000.00%
17 CRBN 1000.00%
18 ILCB 1000.00%
19 IYY 1000.00%
20 TOK 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research & Mgmt Co - Division 3 25.22M (11.54%) 4.43M
Increased by +17.55%
Jun 30, 24
2 Vanguard Group Inc 24.94M (11.42%) -49.29K
Decreased by -0.20%
Jun 30, 24
3 T. Rowe Price Associates, Inc. 21.72M (9.94%) 1.50M
Increased by +6.92%
Jun 30, 24
4 BlackRock Inc 17.95M (8.22%) -338.10K
Decreased by -1.88%
Jun 30, 24
5 Capital World Investors 11.55M (5.29%) -431.79K
Decreased by -3.74%
Jun 30, 24
6 State Street Corporation 9.50M (4.35%) -134.04K
Decreased by -1.41%
Mar 31, 24
7 State Street Corp 9.20M (4.21%) -305.61K
Decreased by -3.32%
Jun 30, 24
8 Geode Capital Management, LLC 5.06M (2.32%) 497.70K
Increased by +9.83%
Jun 30, 24
9 Morgan Stanley - Brokerage Accounts 4.14M (1.90%) -259.98K
Decreased by -6.28%
Mar 31, 24
10 Longview Partners (Guernsey) Ltd. 3.57M (1.63%) -503.32K
Decreased by -14.10%
Jun 30, 24
11 NORGES BANK 2.66M (1.22%) 177.33K
Increased by +6.67%
Jun 30, 24
12 Bank of America Corp 2.21M (1.01%) 606.43K
Increased by +27.46%
Mar 31, 24
13 Northern Trust Corp 2.20M (1.01%) -36.20K
Decreased by -1.64%
Jun 30, 24
14 Macquarie Group Ltd 2.10M (0.96%) -280.49K
Decreased by -13.39%
Mar 31, 24
15 Alecta Pensionsforsakring, Omsesidigt 2.06M (0.94%) 0.00
Increased by 0.00%
Jun 30, 24
16 Manufacturers Life Insurance Co 1.99M (0.91%) -114.00K
Decreased by -5.72%
Dec 31, 23
17 Goldman Sachs Group Inc 1.96M (0.90%) -117.54K
Decreased by -6.01%
Jun 30, 24
18 Royal London Asset Management Ltd 1.90M (0.87%) -284.20K
Decreased by -15.00%
Jun 30, 24
19 Pzena Investment Management, LLC 1.85M (0.85%) -83.32K
Decreased by -4.50%
Jun 30, 24
20 Legal & General Group PLC 1.85M (0.85%) 137.99K
Increased by +7.47%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American Balanced A 7.16M (3.28%) 1.01M
Increased by +14.16%
Jun 30, 24
2 Vanguard Total Stock Mkt Idx Inv 6.95M (3.18%) -14.97K
Decreased by -0.22%
Jul 31, 24
3 Vanguard Institutional 500 Index Trust 5.70M (2.61%) 56.29K
Increased by +0.99%
Jul 31, 24
4 American Funds Washington Mutual A 5.69M (2.61%) 2.56M
Increased by +44.94%
Jun 30, 24
5 Capital Group Wash Mutual Invtrs Comp 5.69M (2.61%) 2.56M
Increased by +44.94%
Jun 30, 24
6 American Funds American Mutual A 4.96M (2.27%) 242.10K
Increased by +4.88%
Jun 30, 24
7 Capital Group American Mutual Comp 4.96M (2.27%) 242.10K
Increased by +4.88%
Jun 30, 24
8 American Funds Fundamental Invs A 4.85M (2.22%) -559.48K
Decreased by -11.53%
Jun 30, 24
9 Capital Group Fundamental Invtrs Comp 4.85M (2.22%) -559.48K
Decreased by -11.53%
Jun 30, 24
10 Vanguard Mid Cap Index Institutional 4.71M (2.15%) -4.12K
Decreased by -0.09%
Jul 31, 24
11 T. Rowe Price U.S. Growth Stock SMA 3.27M (1.50%) 3.27M
Increased by +100.00%
Dec 31, 23
12 American Funds Invmt Co of Amer A 2.97M (1.36%) 112.36K
Increased by +3.78%
Jun 30, 24
13 Capital Group Investment Co of Amer Comp 2.97M (1.36%) 112.36K
Increased by +3.78%
Jun 30, 24
14 T. Rowe Price Growth Stock 2.73M (1.25%) -244.74K
Decreased by -8.97%
Jun 30, 24
15 T. Rowe Price US Growth Stock Composite 2.73M (1.25%) -244.74K
Decreased by -8.97%
Jun 30, 24
16 American Funds Capital Income Bldr A 2.71M (1.24%) 408.73K
Increased by +15.08%
Jun 30, 24
17 Fidelity 500 Index 2.69M (1.23%) 158.00
Increased by +0.01%
Jul 31, 24
18 SPDR® S&P 500 ETF Trust 2.62M (1.20%) 18.20K
Increased by +0.69%
May 30, 24
19 SPDR® S&P 500® ETF Trust 2.62M (1.20%) -5.59K
Decreased by -0.21%
Aug 30, 24
20 Fidelity® 500 Index 2.56M (1.17%) 16.27K
Increased by +0.64%
Nov 30, 23