| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | COMT | 1000.00% |
| 2 | IWB | 1000.00% |
| 3 | IVV | 1000.00% |
| 4 | IVE | 1000.00% |
| 5 | IUSV | 1000.00% |
| 6 | ITOT | 1000.00% |
| 7 | ILCV | 1000.00% |
| 8 | ILCB | 1000.00% |
| 9 | GLOF | 1000.00% |
| 10 | JKF | 1000.00% |
| 11 | JKD | 1000.00% |
| 12 | IYY | 1000.00% |
| 13 | IYG | 1000.00% |
| 14 | IYF | 1000.00% |
| 15 | IXG | 1000.00% |
| 16 | IWX | 1000.00% |
| 17 | IWV | 1000.00% |
| 18 | IWL | 1000.00% |
| 19 | IWD | 1000.00% |
| 20 | BNKD | 10.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc | 1.03B (13.12%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 608.79M (7.73%) | -725.36K Decreased by -0.12% | Sep 30, 23 |
| 3 | BlackRock Inc | 487.66M (6.19%) | 12.37M Increased by +2.54% | Sep 30, 23 |
| 4 | State Street Corporation | 278.67M (3.54%) | -8.13M Decreased by -2.92% | Sep 30, 23 |
| 5 | FMR Inc | 189.16M (2.40%) | -17.33M Decreased by -9.16% | Sep 30, 23 |
| 6 | JPMorgan Chase & Co | 139.04M (1.77%) | -10.35M Decreased by -7.44% | Sep 30, 23 |
| 7 | Geode Capital Management, LLC | 129.89M (1.65%) | 2.66M Increased by +2.04% | Sep 30, 23 |
| 8 | Morgan Stanley - Brokerage Accounts | 113.15M (1.44%) | 855.11K Increased by +0.76% | Sep 30, 23 |
| 9 | T. Rowe Price Associates, Inc. | 94.15M (1.20%) | -12.47M Decreased by -13.25% | Sep 30, 23 |
| 10 | Northern Trust Corp | 67.65M (0.86%) | 1.40M Increased by +2.07% | Sep 30, 23 |
| 11 | Dodge & Cox | 66.64M (0.85%) | 24.41M Increased by +36.63% | Sep 30, 23 |
| 12 | Franklin Resources Inc | 53.67M (0.68%) | 3.53M Increased by +6.57% | Sep 30, 23 |
| 13 | Harris Associates L.P. | 52.40M (0.67%) | -1.06M Decreased by -2.02% | Sep 30, 23 |
| 14 | Bank of New York Mellon Corp | 52.38M (0.67%) | -2.21M Decreased by -4.22% | Sep 30, 23 |
| 15 | Amvescap Plc. | 49.56M (0.63%) | 678.41K Increased by +1.37% | Sep 30, 23 |
| 16 | Legal & General Group PLC | 46.00M (0.58%) | -1.70M Decreased by -3.70% | Sep 30, 23 |
| 17 | Ameriprise Financial Inc | 45.94M (0.58%) | -2.00M Decreased by -4.36% | Sep 30, 23 |
| 18 | Barclays PLC | 41.29M (0.52%) | 20.36M Increased by +49.31% | Sep 30, 23 |
| 19 | Charles Schwab Investment Management Inc | 40.52M (0.51%) | 746.76K Increased by +1.84% | Sep 30, 23 |
| 20 | Goldman Sachs Group Inc | 38.83M (0.49%) | -2.60M Decreased by -6.71% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 211.71M (2.69%) | 308.30K Increased by +0.15% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 168.50M (2.14%) | 1.54M Increased by +0.92% | Nov 30, 23 |
| 3 | Fidelity® 500 Index | 80.05M (1.02%) | 637.70K Increased by +0.80% | Oct 31, 23 |
| 4 | SPDR® S&P 500 ETF Trust | 78.41M (1.00%) | 250.41K Increased by +0.32% | Nov 30, 23 |
| 5 | iShares Core S&P 500 ETF | 68.13M (0.87%) | 65.98K Increased by +0.10% | Nov 30, 23 |
| 6 | Vanguard Value Index Inv | 57.90M (0.74%) | 168.18K Increased by +0.29% | Nov 30, 23 |
| 7 | Dodge & Cox Stock I | 47.11M (0.60%) | 46.87M Increased by +99.50% | Sep 30, 23 |
| 8 | Vanguard Institutional Index I | 46.07M (0.59%) | -103.69K Decreased by -0.23% | Nov 30, 23 |
| 9 | Financial Select Sector SPDR® ETF | 44.52M (0.57%) | 417.17K Increased by +0.94% | Nov 30, 23 |
| 10 | State St S&P 500® Indx SL Cl III | 33.05M (0.42%) | 135.80K Increased by +0.41% | Nov 30, 23 |
| 11 | Vanguard High Dividend Yield ETF | 31.36M (0.40%) | -47.87K Decreased by -0.15% | Nov 30, 23 |
| 12 | Parnassus Core Equity Investor | 28.36M (0.36%) | -442.21K Decreased by -1.56% | Nov 30, 23 |
| 13 | JPM US Equity Income-Composite | 25.64M (0.33%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 14 | JPM US Equity Income-MA | 25.64M (0.33%) | 25.61M Increased by +99.90% | Sep 30, 23 |
| 15 | JPMorgan Equity Income I | 25.14M (0.32%) | -497.60K Decreased by -1.98% | Oct 31, 23 |
| 16 | Blackrock Eq Idx Fund CF | 24.53M (0.31%) | -480.39K Decreased by -1.96% | Sep 30, 23 |
| 17 | Vanguard Windsor™ II Inv | 22.11M (0.28%) | -2.94M Decreased by -13.30% | Sep 30, 23 |
| 18 | Six Circles U.S. Unconstrained Equity | 19.20M (0.24%) | 6.11M Increased by +31.84% | Sep 30, 23 |
| 19 | iShares Russell 1000 Value ETF | 18.63M (0.24%) | 2.84K Increased by +0.02% | Nov 30, 23 |
| 20 | Franklin Income A1 | 17.49M (0.22%) | -513.50K Decreased by -2.94% | Nov 30, 23 |