| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ILCG | 1000.00% |
| 2 | IYG | 1000.00% |
| 3 | IXG | 1000.00% |
| 4 | IWY | 1000.00% |
| 5 | IWX | 1000.00% |
| 6 | IWV | 1000.00% |
| 7 | ILCB | 1000.00% |
| 8 | IWL | 1000.00% |
| 9 | IWF | 1000.00% |
| 10 | IWD | 1000.00% |
| 11 | IWB | 1000.00% |
| 12 | IVW | 1000.00% |
| 13 | IVV | 1000.00% |
| 14 | IVE | 1000.00% |
| 15 | IUSV | 1000.00% |
| 16 | IUSG | 1000.00% |
| 17 | ITOT | 1000.00% |
| 18 | ILCV | 1000.00% |
| 19 | JKF | 1000.00% |
| 20 | JKE | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc | 151.61M (26.33%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 46.86M (8.14%) | -560.74K Decreased by -1.20% | Sep 30, 23 |
| 3 | BlackRock Inc | 42.68M (7.41%) | -2.47M Decreased by -5.79% | Sep 30, 23 |
| 4 | State Street Corporation | 29.01M (5.04%) | -1.31M Decreased by -4.50% | Sep 30, 23 |
| 5 | Wellington Management Company LLP | 20.35M (3.53%) | -2.78M Decreased by -13.66% | Sep 30, 23 |
| 6 | JPMorgan Chase & Co | 17.46M (3.03%) | -610.48K Decreased by -3.50% | Sep 30, 23 |
| 7 | Morgan Stanley - Brokerage Accounts | 13.00M (2.26%) | -56.88K Decreased by -0.44% | Sep 30, 23 |
| 8 | Bank of America Corp | 12.46M (2.16%) | -53.67K Decreased by -0.43% | Sep 30, 23 |
| 9 | Massachusetts Financial Services Company | 11.27M (1.96%) | -754.78K Decreased by -6.70% | Sep 30, 23 |
| 10 | Geode Capital Management, LLC | 10.83M (1.88%) | 8.41K Increased by +0.08% | Sep 30, 23 |
| 11 | Fisher Asset Management, LLC | 10.43M (1.81%) | -1.09M Decreased by -10.43% | Sep 30, 23 |
| 12 | T. Rowe Price Associates, Inc. | 7.34M (1.27%) | 287.66K Increased by +3.92% | Sep 30, 23 |
| 13 | Northern Trust Corp | 6.95M (1.21%) | 41.44K Increased by +0.60% | Sep 30, 23 |
| 14 | Nuveen Asset Management, LLC | 6.71M (1.17%) | 321.53K Increased by +4.79% | Sep 30, 23 |
| 15 | Amvescap Plc. | 5.75M (1.00%) | -39.33K Decreased by -0.68% | Sep 30, 23 |
| 16 | FMR Inc | 5.29M (0.92%) | -725.18K Decreased by -13.70% | Sep 30, 23 |
| 17 | Bank of New York Mellon Corp | 5.14M (0.89%) | -136.63K Decreased by -2.66% | Sep 30, 23 |
| 18 | Lazard Asset Management LLC | 4.93M (0.86%) | -169.41K Decreased by -3.44% | Sep 30, 23 |
| 19 | Artisan Partners Limited Partnership | 4.36M (0.76%) | -124.10K Decreased by -2.85% | Sep 30, 23 |
| 20 | HHG PLC | 4.31M (0.75%) | -13.01K Decreased by -0.30% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 17.31M (3.01%) | 31.66K Increased by +0.18% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 14.18M (2.46%) | 129.22K Increased by +0.91% | Nov 30, 23 |
| 3 | Vanguard Dividend Growth Inv | 7.74M (1.34%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 4 | SPDR® S&P 500 ETF Trust | 7.10M (1.23%) | -49.93K Decreased by -0.70% | Dec 31, 23 |
| 5 | Fidelity® 500 Index | 6.78M (1.18%) | 43.14K Increased by +0.64% | Nov 30, 23 |
| 6 | MFS Large Cap Value Equity | 6.34M (1.10%) | 241.43K Increased by +3.81% | Sep 30, 23 |
| 7 | MFS Value A | 6.23M (1.08%) | -69.12K Decreased by -1.11% | Nov 30, 23 |
| 8 | iShares Core S&P 500 ETF | 5.73M (1.00%) | 3.42K Increased by +0.06% | Dec 29, 23 |
| 9 | SPDR® Dow Jones Industrial Avrg ETF Tr | 5.68M (0.99%) | 29.65K Increased by +0.52% | Dec 31, 23 |
| 10 | Vanguard Value Index Inv | 4.74M (0.82%) | 15.12K Increased by +0.32% | Nov 30, 23 |
| 11 | JPM US Equity Income-MA | 4.01M (0.70%) | 4.01M Increased by +99.90% | Sep 30, 23 |
| 12 | JPMorgan Equity Income I | 3.93M (0.68%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 13 | Vanguard Institutional Index I | 3.88M (0.67%) | -8.63K Decreased by -0.22% | Nov 30, 23 |
| 14 | JPM US Equity Income-Composite | 3.85M (0.67%) | -155.93K Decreased by -4.05% | Dec 31, 23 |
| 15 | Financial Select Sector SPDR® ETF | 3.77M (0.65%) | 7.70K Increased by +0.20% | Dec 31, 23 |
| 16 | Vanguard Windsor™ II Inv | 2.90M (0.50%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 17 | State St S&P 500® Indx SL Cl III | 2.75M (0.48%) | -27.00K Decreased by -0.98% | Dec 31, 23 |
| 18 | JPMorgan US Equity L | 2.75M (0.48%) | 247.57K Increased by +9.00% | Nov 30, 23 |
| 19 | Bridge Builder Large Cap Growth | 2.28M (0.40%) | -142.00 Decreased by -0.01% | Dec 31, 23 |
| 20 | JPM US Equity-MA | 2.17M (0.38%) | 2.17M Increased by +99.86% | Dec 31, 23 |