Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ACWI 1000.00%
2 IWY 1000.00%
3 IWX 1000.00%
4 USXF 1000.00%
5 IWV 1000.00%
6 USCL 1000.00%
7 DGRO 1000.00%
8 IWL 1000.00%
9 IWF 1000.00%
10 URTH 1000.00%
11 DSI 1000.00%
12 TOK 1000.00%
13 IWD 1000.00%
14 IWB 1000.00%
15 SUSL 1000.00%
16 SUSA 1000.00%
17 IVW 1000.00%
18 ESGU 1000.00%
19 IVV 1000.00%
20 EUSA 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 43.92M (8.95%) 119.24K
Increased by +0.27%
Mar 31, 24
2 BlackRock Inc 41.96M (8.55%) 960.19K
Increased by +2.29%
Mar 31, 24
3 State Street Corporation 20.97M (4.27%) -20.08K
Decreased by -0.10%
Mar 31, 24
4 Capital Research & Mgmt Co - Division 3 19.95M (4.07%) -20.31K
Decreased by -0.10%
Mar 31, 24
5 FMR Inc 19.22M (3.92%) -253.03K
Decreased by -1.32%
Mar 31, 24
6 Capital World Investors 17.22M (3.51%) 6.40K
Increased by +0.04%
Mar 31, 24
7 Wellington Management Company LLP 11.88M (2.42%) -534.87K
Decreased by -4.50%
Mar 31, 24
8 Massachusetts Financial Services Company 11.26M (2.30%) -845.37K
Decreased by -7.50%
Mar 31, 24
9 T. Rowe Price Associates, Inc. 10.62M (2.17%) 380.83K
Increased by +3.58%
Mar 31, 24
10 Geode Capital Management, LLC 10.61M (2.16%) 590.45K
Increased by +5.57%
Mar 31, 24
11 Ameriprise Financial Inc 7.95M (1.62%) 200.50K
Increased by +2.52%
Mar 31, 24
12 Bank of America Corp 7.80M (1.59%) 1.21M
Increased by +15.55%
Mar 31, 24
13 Goldman Sachs Group Inc 7.22M (1.47%) 3.08M
Increased by +42.68%
Dec 31, 23
14 Mawer Investment Management Ltd 7.11M (1.45%) -44.12K
Decreased by -0.62%
Mar 31, 24
15 Morgan Stanley - Brokerage Accounts 6.07M (1.24%) -16.49K
Decreased by -0.27%
Mar 31, 24
16 NORGES BANK 5.53M (1.13%) 1.55M
Increased by +28.00%
Dec 31, 23
17 Northern Trust Corp 5.46M (1.11%) -242.66K
Decreased by -4.44%
Mar 31, 24
18 Nuveen Asset Management, LLC 4.69M (0.96%) 116.53K
Increased by +2.48%
Mar 31, 24
19 JPMorgan Chase & Co 4.65M (0.95%) 414.80K
Increased by +8.91%
Mar 31, 24
20 Legal & General Group PLC 4.28M (0.87%) -90.67K
Decreased by -2.12%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 21.12M (4.30%) -14.67K
Decreased by -0.07%
Mar 31, 24
2 Capital Group Wash Mutual Invtrs Comp 21.12M (4.30%) -14.67K
Decreased by -0.07%
Mar 31, 24
3 Vanguard Total Stock Mkt Idx Inv 15.52M (3.16%) 44.76K
Increased by +0.29%
May 31, 24
4 Vanguard Institutional 500 Index Trust 12.63M (2.57%) 109.86K
Increased by +0.87%
May 31, 24
5 Vanguard Dividend Growth Inv 7.21M (1.47%) -303.11K
Decreased by -4.20%
Mar 31, 24
6 MFS Large Cap Value Equity 6.81M (1.39%) -633.95K
Decreased by -9.31%
Mar 31, 24
7 MFS Value A 6.70M (1.37%) -47.82K
Decreased by -0.71%
May 31, 24
8 Fidelity 500 Index 5.99M (1.22%) 30.37K
Increased by +0.51%
May 31, 24
9 SPDR® S&P 500 ETF Trust 5.95M (1.21%) -46.14K
Decreased by -0.78%
Mar 31, 24
10 SPDR® S&P 500® ETF Trust 5.87M (1.20%) 55.19K
Increased by +0.94%
Jun 30, 24
11 Fidelity® 500 Index 5.76M (1.17%) 36.63K
Increased by +0.64%
Nov 30, 23
12 iShares Core S&P 500 ETF 5.26M (1.07%) 26.66K
Increased by +0.51%
Jun 28, 24
13 Vanguard Value Index Inv 4.09M (0.83%) 298.00
Increased by +0.01%
May 31, 24
14 American Funds American Mutual A 3.84M (0.78%) -5.60K
Decreased by -0.15%
Mar 31, 24
15 Capital Group American Mutual Comp 3.84M (0.78%) -5.60K
Decreased by -0.15%
Mar 31, 24
16 Parnassus Core Equity Investor 3.36M (0.69%) 0.00
Increased by 0.00%
May 31, 24
17 The Financial Select Sector SPDR® ETF 3.36M (0.68%) 7.30K
Increased by +0.22%
Jun 30, 24
18 Financial Select Sector SPDR® ETF 3.25M (0.66%) -4.12K
Decreased by -0.13%
Mar 31, 24
19 Vanguard Institutional Index I 3.21M (0.65%) -5.98K
Decreased by -0.19%
May 31, 24
20 Columbia Dividend Income Inst 3.07M (0.63%) 0.00
Increased by 0.00%
May 31, 24