Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IMCB 1000.00%
2 ITOT 1000.00%
3 USXF 1000.00%
4 URTH 1000.00%
5 DSI 1000.00%
6 ACWI 1000.00%
7 IVW 1000.00%
8 IXN 1000.00%
9 DGRO 1000.00%
10 TOK 1000.00%
11 KLD 1000.00%
12 EUSA 1000.00%
13 IYY 1000.00%
14 CRBN 1000.00%
15 PABU 1000.00%
16 JKI 1000.00%
17 JKD 1000.00%
18 JKE 1000.00%
19 JKF 1000.00%
20 JKH 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 28.18M (9.29%) 16.68K
Increased by +0.06%
Mar 31, 24
2 BlackRock Inc 22.96M (7.57%) -1.08M
Decreased by -4.69%
Mar 31, 24
3 Dodge & Cox 15.81M (5.22%) 147.15K
Increased by +0.93%
Mar 31, 24
4 T. Rowe Price Associates, Inc. 15.60M (5.14%) 5.53M
Increased by +35.43%
Mar 31, 24
5 State Street Corporation 12.53M (4.13%) 152.58K
Increased by +1.22%
Mar 31, 24
6 Capital World Investors 9.52M (3.14%) -15.04M
Decreased by -157.95%
Mar 31, 24
7 Geode Capital Management, LLC 5.81M (1.92%) 240.99K
Increased by +4.15%
Mar 31, 24
8 Wellington Management Company LLP 5.61M (1.85%) 1.98M
Increased by +35.32%
Mar 31, 24
9 Ameriprise Financial Inc 4.98M (1.64%) -539.59K
Decreased by -10.84%
Mar 31, 24
10 NORGES BANK 4.94M (1.63%) -148.86K
Decreased by -3.01%
Dec 31, 23
11 Massachusetts Financial Services Company 4.84M (1.59%) 203.14K
Increased by +4.20%
Mar 31, 24
12 ClearBridge Advisors, LLC 4.65M (1.54%) -922.63K
Decreased by -19.82%
Mar 31, 24
13 Amvescap Plc. 4.60M (1.52%) 1.31K
Increased by +0.03%
Mar 31, 24
14 Morgan Stanley - Brokerage Accounts 4.44M (1.46%) 973.53K
Increased by +21.93%
Mar 31, 24
15 Harris Associates L.P. 4.25M (1.40%) -410.97K
Decreased by -9.67%
Mar 31, 24
16 Impax Asset Management Group PLC 3.71M (1.22%) -62.87K
Decreased by -1.69%
Mar 31, 24
17 Bank of America Corp 3.52M (1.16%) -23.71K
Decreased by -0.67%
Mar 31, 24
18 Goldman Sachs Group Inc 3.35M (1.10%) 1.77M
Increased by +52.98%
Dec 31, 23
19 EdgePoint Investment Group, Inc. 3.12M (1.03%) -292.60K
Decreased by -9.39%
Mar 31, 24
20 HHG PLC 3.11M (1.02%) -391.27K
Decreased by -12.60%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 9.67M (3.19%) -75.70K
Decreased by -0.78%
Jun 30, 24
2 Dodge & Cox Stock I 8.13M (2.68%) 0.00
Increased by 0.00%
Jun 30, 24
3 Vanguard Institutional 500 Index Trust 7.87M (2.60%) -55.27K
Decreased by -0.70%
Jun 30, 24
4 American Funds American Balanced A 4.18M (1.38%) 0.00
Increased by 0.00%
Dec 31, 23
5 Dodge & Cox International Stock I 3.87M (1.28%) 0.00
Increased by 0.00%
Jun 30, 24
6 American Funds Washington Mutual A 3.83M (1.26%) -2.27M
Decreased by -59.43%
Dec 31, 23
7 Capital Group Wash Mutual Invtrs Comp 3.83M (1.26%) -2.27M
Decreased by -59.43%
Dec 31, 23
8 Fidelity 500 Index 3.76M (1.24%) 19.07K
Increased by +0.51%
May 31, 24
9 SPDR® S&P 500 ETF Trust 3.75M (1.24%) -28.91K
Decreased by -0.77%
Mar 31, 24
10 Fidelity® 500 Index 3.66M (1.21%) 23.28K
Increased by +0.64%
Nov 30, 23
11 SPDR® S&P 500® ETF Trust 3.65M (1.20%) 34.40K
Increased by +0.94%
Jun 30, 24
12 Capital Group Fundamental Invtrs Comp 3.61M (1.19%) -2.78M
Decreased by -76.96%
Mar 31, 24
13 iShares Core S&P 500 ETF 3.27M (1.08%) 16.56K
Increased by +0.51%
Jun 28, 24
14 Vanguard Equity-Income Inv 2.85M (0.94%) 106.38K
Increased by +3.73%
Mar 31, 24
15 American Funds New Perspective A 2.61M (0.86%) -1.99M
Decreased by -76.34%
Mar 31, 24
16 Capital Group New Perspective Comp 2.61M (0.86%) -1.99M
Decreased by -76.34%
Mar 31, 24
17 Vanguard Value Index Inv 2.51M (0.83%) -59.72K
Decreased by -2.38%
Jun 30, 24
18 The Technology Select Sector SPDR® ETF 2.20M (0.72%) 4.60K
Increased by +0.21%
Jun 30, 24
19 American Funds Capital World Gr&Inc A 2.15M (0.71%) 0.00
Increased by 0.00%
Dec 31, 23
20 Capital Group World Growth & Inc Cmp 2.15M (0.71%) 0.00
Increased by 0.00%
Dec 31, 23