| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKE | 1000.00% |
| 2 | ITOT | 1000.00% |
| 3 | IRBO | 1000.00% |
| 4 | IUSV | 1000.00% |
| 5 | IWX | 1000.00% |
| 6 | IXN | 1000.00% |
| 7 | IYW | 1000.00% |
| 8 | IYY | 1000.00% |
| 9 | ILCV | 1000.00% |
| 10 | ILCG | 1000.00% |
| 11 | IUSG | 1000.00% |
| 12 | IWV | 1000.00% |
| 13 | ILCB | 1000.00% |
| 14 | IVV | 1000.00% |
| 15 | IVW | 1000.00% |
| 16 | IWB | 1000.00% |
| 17 | JKD | 1000.00% |
| 18 | IWD | 1000.00% |
| 19 | IWL | 1000.00% |
| 20 | IGM | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 45.47M (9.20%) | -238.93K Decreased by -0.53% | Sep 30, 23 |
| 2 | BlackRock Inc | 39.65M (8.02%) | -1.12M Decreased by -2.82% | Sep 30, 23 |
| 3 | JPMorgan Chase & Co | 22.80M (4.61%) | 2.93M Increased by +12.86% | Sep 30, 23 |
| 4 | State Street Corporation | 20.12M (4.07%) | -607.88K Decreased by -3.02% | Sep 30, 23 |
| 5 | Massachusetts Financial Services Company | 13.87M (2.81%) | 2.50M Increased by +18.01% | Sep 30, 23 |
| 6 | FMR Inc | 11.08M (2.24%) | -3.31M Decreased by -29.86% | Sep 30, 23 |
| 7 | Amvescap Plc. | 10.00M (2.02%) | 701.37K Increased by +7.01% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 9.70M (1.96%) | 105.94K Increased by +1.09% | Sep 30, 23 |
| 9 | Franklin Resources Inc | 8.82M (1.79%) | -207.66K Decreased by -2.35% | Sep 30, 23 |
| 10 | Wells Fargo & Co | 8.46M (1.71%) | -41.83K Decreased by -0.49% | Sep 30, 23 |
| 11 | Ameriprise Financial Inc | 7.69M (1.56%) | -732.37K Decreased by -9.52% | Sep 30, 23 |
| 12 | Morgan Stanley - Brokerage Accounts | 6.50M (1.32%) | -162.40K Decreased by -2.50% | Sep 30, 23 |
| 13 | Northern Trust Corp | 5.86M (1.19%) | 4.34K Increased by +0.07% | Sep 30, 23 |
| 14 | Wellington Management Company LLP | 5.38M (1.09%) | -2.27M Decreased by -42.26% | Sep 30, 23 |
| 15 | Lazard Asset Management LLC | 5.26M (1.06%) | -313.00K Decreased by -5.95% | Sep 30, 23 |
| 16 | T. Rowe Price Associates, Inc. | 5.19M (1.05%) | 2.55M Increased by +49.19% | Sep 30, 23 |
| 17 | Bank of America Corp | 4.53M (0.92%) | -820.02K Decreased by -18.12% | Sep 30, 23 |
| 18 | Generation Investment Management LLP | 4.42M (0.89%) | -766.24K Decreased by -17.33% | Sep 30, 23 |
| 19 | Capital Research & Mgmt Co - Division 3 | 4.26M (0.86%) | 167.10K Increased by +3.92% | Sep 30, 23 |
| 20 | Goldman Sachs Group Inc | 3.97M (0.80%) | 461.04K Increased by +11.60% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 15.61M (3.16%) | 23.25K Increased by +0.15% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 12.22M (2.47%) | 111.13K Increased by +0.91% | Nov 30, 23 |
| 3 | Invesco QQQ Trust | 9.08M (1.84%) | 20.20K Increased by +0.22% | Dec 29, 23 |
| 4 | SPDR® S&P 500 ETF Trust | 6.14M (1.24%) | -43.22K Decreased by -0.70% | Dec 31, 23 |
| 5 | MFS Value A | 5.93M (1.20%) | -65.82K Decreased by -1.11% | Nov 30, 23 |
| 6 | Fidelity® 500 Index | 5.84M (1.18%) | 37.18K Increased by +0.64% | Nov 30, 23 |
| 7 | MFS Large Cap Value Equity | 5.39M (1.09%) | 1.69M Increased by +31.41% | Sep 30, 23 |
| 8 | iShares Core S&P 500 ETF | 4.96M (1.00%) | 2.96K Increased by +0.06% | Dec 29, 23 |
| 9 | JPM US Equity Income-MA | 4.89M (0.99%) | 4.89M Increased by +99.89% | Sep 30, 23 |
| 10 | JPMorgan Equity Income I | 4.80M (0.97%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 11 | JPM US Equity Income-Composite | 4.59M (0.93%) | -306.92K Decreased by -6.69% | Dec 31, 23 |
| 12 | Vanguard Value Index Inv | 4.27M (0.86%) | 11.08K Increased by +0.26% | Nov 30, 23 |
| 13 | MFS Large Cap Value (SMA) | 3.70M (0.75%) | 3.70M Increased by +100.00% | Jun 30, 23 |
| 14 | Franklin Rising Dividends Fund A | 3.56M (0.72%) | -330.00K Decreased by -9.28% | Nov 30, 23 |
| 15 | Vanguard Institutional Index I | 3.34M (0.68%) | -7.66K Decreased by -0.23% | Nov 30, 23 |
| 16 | Technology Select Sector SPDR® ETF | 3.17M (0.64%) | 1.04K Increased by +0.03% | Dec 31, 23 |
| 17 | Vanguard Dividend Appreciation ETF | 2.93M (0.59%) | 19.79K Increased by +0.68% | Nov 30, 23 |
| 18 | Columbia Dividend Value | 2.92M (0.59%) | -32.94K Decreased by -1.13% | Sep 30, 23 |
| 19 | Columbia Dividend Income Inst | 2.90M (0.59%) | -15.00K Decreased by -0.52% | Nov 30, 23 |
| 20 | Vanguard Information Technology ETF | 2.75M (0.56%) | -8.81K Decreased by -0.32% | Nov 30, 23 |