| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKF | 1000.00% |
| 2 | IWB | 1000.00% |
| 3 | IWD | 1000.00% |
| 4 | IWL | 1000.00% |
| 5 | IWV | 1000.00% |
| 6 | IWX | 1000.00% |
| 7 | IYM | 1000.00% |
| 8 | IYY | 1000.00% |
| 9 | JKD | 1000.00% |
| 10 | ILCB | 1000.00% |
| 11 | ILCV | 1000.00% |
| 12 | ITOT | 1000.00% |
| 13 | IUSV | 1000.00% |
| 14 | IVE | 1000.00% |
| 15 | IVV | 1000.00% |
| 16 | SMN | 8.28% |
| 17 | GCIG | 7.64% |
| 18 | XLB | 6.21% |
| 19 | VAW | 4.84% |
| 20 | HJEN | 4.63% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 20.96M (9.47%) | 12.07K Increased by +0.06% | Sep 30, 23 |
| 2 | BlackRock Inc | 14.60M (6.59%) | -290.85K Decreased by -1.99% | Sep 30, 23 |
| 3 | State Farm Mutual Automobile Ins Co | 12.96M (5.85%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 4 | State Street Corporation | 9.57M (4.32%) | -124.05K Decreased by -1.30% | Sep 30, 23 |
| 5 | JPMorgan Chase & Co | 9.31M (4.21%) | 315.55K Increased by +3.39% | Sep 30, 23 |
| 6 | Bank of America Corp | 6.61M (2.99%) | 192.73K Increased by +2.92% | Sep 30, 23 |
| 7 | Morgan Stanley - Brokerage Accounts | 5.30M (2.40%) | 235.04K Increased by +4.43% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 4.37M (1.97%) | 83.07K Increased by +1.90% | Sep 30, 23 |
| 9 | Wells Fargo & Co | 4.16M (1.88%) | -4.50K Decreased by -0.11% | Sep 30, 23 |
| 10 | Northern Trust Corp | 3.83M (1.73%) | 39.22K Increased by +1.02% | Sep 30, 23 |
| 11 | Franklin Resources Inc | 3.58M (1.62%) | -51.06K Decreased by -1.43% | Sep 30, 23 |
| 12 | PUBLIC INVESTMENT FUND | 2.75M (1.24%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 13 | Barrow Hanley Mewhinney & Strauss LLC | 2.64M (1.19%) | -94.46K Decreased by -3.58% | Sep 30, 23 |
| 14 | Capital Research Global Investors | 2.59M (1.17%) | 1.47K Increased by +0.06% | Sep 30, 23 |
| 15 | Massachusetts Financial Services Company | 2.14M (0.96%) | -132.03K Decreased by -6.18% | Sep 30, 23 |
| 16 | Neuberger Berman Group LLC | 2.08M (0.94%) | 427.48K Increased by +20.55% | Sep 30, 23 |
| 17 | Bank of New York Mellon Corp | 2.07M (0.94%) | -35.59K Decreased by -1.72% | Sep 30, 23 |
| 18 | Raymond James & Associates | 1.86M (0.84%) | 52.76K Increased by +2.83% | Sep 30, 23 |
| 19 | FMR Inc | 1.72M (0.77%) | 21.42K Increased by +1.25% | Sep 30, 23 |
| 20 | Fayez Sarofim & Company | 1.54M (0.69%) | 85.49K Increased by +5.56% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 6.96M (3.15%) | 8.36K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 5.41M (2.45%) | 50.47K Increased by +0.93% | Nov 30, 23 |
| 3 | JPMorgan Equity Income I | 3.70M (1.67%) | 169.79K Increased by +4.59% | Nov 30, 23 |
| 4 | JPM US Equity Income-Composite | 3.63M (1.64%) | 27.81K Increased by +0.77% | Dec 31, 23 |
| 5 | JPM US Equity Income-MA | 3.60M (1.63%) | 3.60M Increased by +99.90% | Sep 30, 23 |
| 6 | SPDR® S&P 500 ETF Trust | 2.74M (1.24%) | -19.27K Decreased by -0.70% | Dec 31, 23 |
| 7 | Fidelity® 500 Index | 2.59M (1.17%) | 16.47K Increased by +0.64% | Nov 30, 23 |
| 8 | Franklin Rising Dividends A | 2.26M (1.02%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 9 | Franklin Rising Dividends Fund A | 2.26M (1.02%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | iShares Core S&P 500 ETF | 2.21M (1.00%) | 1.32K Increased by +0.06% | Dec 29, 23 |
| 11 | Vanguard Value Index Inv | 1.91M (0.86%) | 6.42K Increased by +0.34% | Nov 30, 23 |
| 12 | Vanguard Institutional Index I | 1.48M (0.67%) | -2.85K Decreased by -0.19% | Nov 30, 23 |
| 13 | JPMorgan Equity Premium Income ETF | 1.29M (0.58%) | -16.63K Decreased by -1.29% | Dec 29, 23 |
| 14 | Vanguard Dividend Appreciation ETF | 1.28M (0.58%) | 8.95K Increased by +0.70% | Nov 30, 23 |
| 15 | MFS Growth Equity | 1.25M (0.57%) | -73.31K Decreased by -5.86% | Sep 30, 23 |
| 16 | American Funds Capital Income Bldr A | 1.17M (0.53%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 17 | Materials Select Sector SPDR® ETF | 1.17M (0.53%) | -72.89K Decreased by -6.25% | Dec 31, 23 |
| 18 | State St S&P 500® Indx SL Cl III | 1.06M (0.48%) | -2.50K Decreased by -0.24% | Dec 31, 23 |
| 19 | Vanguard High Dividend Yield ETF | 997.58K (0.45%) | -2.52K Decreased by -0.25% | Nov 30, 23 |
| 20 | MFS Growth B | 948.14K (0.43%) | -287.59K Decreased by -30.33% | Nov 30, 23 |