Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWS 1000.00%
2 ACWI 1000.00%
3 JKF 1000.00%
4 JKG 1000.00%
5 IYY 1000.00%
6 IYF 1000.00%
7 JKI 1000.00%
8 IXG 1000.00%
9 IWV 1000.00%
10 IWR 1000.00%
11 IWD 1000.00%
12 IWB 1000.00%
13 IVV 1000.00%
14 IVE 1000.00%
15 IUSV 1000.00%
16 CRBN 1000.00%
17 ITOT 1000.00%
18 USXF 1000.00%
19 KLD 1000.00%
20 URTH 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 41.71M (11.72%) -578.39K
Decreased by -1.39%
Mar 31, 24
2 BlackRock Inc 31.15M (8.75%) -1.40M
Decreased by -4.48%
Mar 31, 24
3 State Street Corporation 16.80M (4.72%) -123.33K
Decreased by -0.73%
Mar 31, 24
4 Geode Capital Management, LLC 8.34M (2.34%) 326.48K
Increased by +3.91%
Mar 31, 24
5 Morgan Stanley - Brokerage Accounts 6.41M (1.80%) -4.59K
Decreased by -0.07%
Mar 31, 24
6 Dimensional Fund Advisors, Inc. 4.22M (1.19%) 221.06K
Increased by +5.24%
Mar 31, 24
7 Northern Trust Corp 3.97M (1.12%) -176.29K
Decreased by -4.44%
Mar 31, 24
8 Legal & General Group PLC 3.22M (0.90%) -175.10K
Decreased by -5.44%
Mar 31, 24
9 Amvescap Plc. 3.13M (0.88%) -500.35K
Decreased by -15.98%
Mar 31, 24
10 Goldman Sachs Group Inc 2.82M (0.79%) -4.02M
Decreased by -142.22%
Mar 31, 24
11 Bank of New York Mellon Corp 2.59M (0.73%) -92.66K
Decreased by -3.58%
Mar 31, 24
12 Nippon Life Insurance Co. 2.56M (0.72%) 0.00
Increased by 0.00%
Mar 31, 24
13 Charles Schwab Investment Management Inc 2.38M (0.67%) 31.26K
Increased by +1.31%
Mar 31, 24
14 UBS Asset Mgmt Americas Inc 2.32M (0.65%) -26.23K
Decreased by -1.13%
Mar 31, 24
15 Bank of America Corp 2.00M (0.56%) 278.05K
Increased by +13.88%
Mar 31, 24
16 Nuveen Asset Management, LLC 1.71M (0.48%) 93.43K
Increased by +5.48%
Mar 31, 24
17 JPMorgan Chase & Co 1.69M (0.47%) 273.79K
Increased by +16.22%
Mar 31, 24
18 FMR Inc 1.37M (0.38%) 53.65K
Increased by +3.92%
Dec 31, 23
19 Deutsche Bank AG 1.36M (0.38%) 483.92K
Increased by +35.71%
Dec 31, 23
20 Amundi 1.34M (0.38%) 180.46K
Increased by +13.43%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 11.33M (3.19%) 6.04K
Increased by +0.05%
Jun 30, 24
2 Vanguard Institutional 500 Index Trust 9.23M (2.59%) -37.35K
Decreased by -0.40%
Jun 30, 24
3 Vanguard Mid Cap Index Institutional 7.69M (2.16%) -108.72K
Decreased by -1.41%
Jun 30, 24
4 Fidelity 500 Index 4.39M (1.23%) 22.29K
Increased by +0.51%
May 31, 24
5 SPDR® S&P 500® ETF Trust 4.30M (1.21%) 40.26K
Increased by +0.94%
Jun 30, 24
6 SPDR® S&P 500 ETF Trust 4.27M (1.20%) 9.63K
Increased by +0.23%
Apr 30, 24
7 Fidelity® 500 Index 4.23M (1.19%) 26.92K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 3.83M (1.08%) 19.47K
Increased by +0.51%
Jun 28, 24
9 Vanguard Value Index Inv 2.94M (0.83%) -48.49K
Decreased by -1.65%
Jun 30, 24
10 Vanguard Mid-Cap Value ETF 2.46M (0.69%) -61.27K
Decreased by -2.49%
Jun 30, 24
11 The Financial Select Sector SPDR® ETF 2.45M (0.69%) 5.33K
Increased by +0.22%
Jun 30, 24
12 Financial Select Sector SPDR® ETF 2.43M (0.68%) -6.94K
Decreased by -0.29%
Apr 30, 24
13 Vanguard Institutional Index I 2.33M (0.65%) -27.30K
Decreased by -1.17%
Jun 30, 24
14 iShares Select Dividend ETF 2.25M (0.63%) -751.00
Decreased by -0.03%
Jun 28, 24
15 State St S&P 500® Indx SL Cl III 1.75M (0.49%) -1.16K
Decreased by -0.07%
Jun 30, 24
16 Zacks Dividend Strategy 1.66M (0.47%) 134.98K
Increased by +8.12%
Jun 30, 24
17 Vanguard High Dividend Yield ETF 1.45M (0.41%) -17.85K
Decreased by -1.23%
Jun 30, 24
18 Blackrock Eq Idx Fund CF 1.27M (0.36%) -18.64K
Decreased by -1.47%
Jun 30, 24
19 iShares Russell Mid-Cap ETF 1.13M (0.32%) -88.50K
Decreased by -7.83%
Jun 28, 24
20 Fidelity Mid Cap Index 1.12M (0.32%) 5.73K
Increased by +0.51%
May 31, 24