| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IYC | 1000.00% |
| 2 | ITOT | 1000.00% |
| 3 | IUSV | 1000.00% |
| 4 | IVE | 1000.00% |
| 5 | IMCV | 1000.00% |
| 6 | IMCB | 1000.00% |
| 7 | ILCV | 1000.00% |
| 8 | ILCB | 1000.00% |
| 9 | IVV | 1000.00% |
| 10 | IWB | 1000.00% |
| 11 | IWD | 1000.00% |
| 12 | GLOF | 1000.00% |
| 13 | JKI | 1000.00% |
| 14 | JKG | 1000.00% |
| 15 | JKF | 1000.00% |
| 16 | IWR | 1000.00% |
| 17 | JKD | 1000.00% |
| 18 | IWS | 1000.00% |
| 19 | IWV | 1000.00% |
| 20 | IYY | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 23.74M (12.31%) | -216.39K Decreased by -0.91% | Sep 30, 23 |
| 2 | BlackRock Inc | 22.02M (11.42%) | 1.63M Increased by +7.40% | Sep 30, 23 |
| 3 | JPMorgan Chase & Co | 12.64M (6.55%) | 822.27K Increased by +6.51% | Sep 30, 23 |
| 4 | State Street Corporation | 10.34M (5.36%) | 267.29K Increased by +2.58% | Sep 30, 23 |
| 5 | T. Rowe Price Associates, Inc. | 5.71M (2.96%) | -3.13M Decreased by -54.79% | Sep 30, 23 |
| 6 | Charles Schwab Investment Management Inc | 4.48M (2.32%) | 66.77K Increased by +1.49% | Sep 30, 23 |
| 7 | Geode Capital Management, LLC | 4.36M (2.26%) | 102.81K Increased by +2.36% | Sep 30, 23 |
| 8 | Amundi | 3.58M (1.86%) | 493.59K Increased by +13.77% | Sep 30, 23 |
| 9 | Amvescap Plc. | 3.45M (1.79%) | 276.37K Increased by +8.01% | Sep 30, 23 |
| 10 | Northern Trust Corp | 2.79M (1.44%) | 199.75K Increased by +7.17% | Sep 30, 23 |
| 11 | Morgan Stanley - Brokerage Accounts | 2.70M (1.40%) | -45.99K Decreased by -1.70% | Sep 30, 23 |
| 12 | Dimensional Fund Advisors, Inc. | 2.68M (1.39%) | 17.23K Increased by +0.64% | Sep 30, 23 |
| 13 | Raymond James & Associates | 2.61M (1.35%) | 112.31K Increased by +4.30% | Sep 30, 23 |
| 14 | Federated Hermes Inc | 2.59M (1.34%) | 687.56K Increased by +26.58% | Sep 30, 23 |
| 15 | Goldman Sachs Group Inc | 2.34M (1.21%) | 1.01M Increased by +43.26% | Sep 30, 23 |
| 16 | UBS Asset Mgmt Americas Inc | 2.06M (1.07%) | 410.27K Increased by +19.96% | Sep 30, 23 |
| 17 | Legal & General Group PLC | 2.04M (1.06%) | -63.41K Decreased by -3.11% | Sep 30, 23 |
| 18 | Pacer Advisors, INC. | 2.01M (1.04%) | 419.16K Increased by +20.88% | Sep 30, 23 |
| 19 | Bank of New York Mellon Corp | 1.85M (0.96%) | -70.51K Decreased by -3.82% | Sep 30, 23 |
| 20 | Raymond James Finl Svs Advisors, Inc. | 1.78M (0.92%) | 60.94K Increased by +3.42% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 6.15M (3.19%) | 7.15K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 4.73M (2.45%) | 44.64K Increased by +0.94% | Nov 30, 23 |
| 3 | Vanguard Mid Cap Index Institutional | 4.46M (2.31%) | 4.58K Increased by +0.10% | Nov 30, 23 |
| 4 | JPM US Equity Income-MA | 3.91M (2.03%) | 3.90M Increased by +99.90% | Sep 30, 23 |
| 5 | JPMorgan Equity Income I | 3.83M (1.98%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 6 | JPM US Equity Income-Composite | 3.75M (1.94%) | -156.19K Decreased by -4.16% | Dec 31, 23 |
| 7 | Schwab US Dividend Equity ETF™ | 3.06M (1.58%) | 446.00 Increased by +0.01% | Dec 30, 23 |
| 8 | SPDR® S&P 500 ETF Trust | 2.40M (1.24%) | -16.79K Decreased by -0.70% | Dec 31, 23 |
| 9 | Fidelity® 500 Index | 2.26M (1.17%) | 14.40K Increased by +0.64% | Nov 30, 23 |
| 10 | Federated Hermes Strategic Val Dividend | 1.97M (1.02%) | 547.55K Increased by +27.75% | Sep 30, 23 |
| 11 | Federated Hermes Strategic Value Div IS | 1.97M (1.02%) | 547.55K Increased by +27.75% | Sep 30, 23 |
| 12 | iShares Core S&P 500 ETF | 1.93M (1.00%) | 1.15K Increased by +0.06% | Dec 29, 23 |
| 13 | Pacer US Cash Cows 100 ETF | 1.81M (0.94%) | 7.20K Increased by +0.40% | Dec 29, 23 |
| 14 | Vanguard Value Index Inv | 1.68M (0.87%) | 3.16K Increased by +0.19% | Nov 30, 23 |
| 15 | iShares MSCI USA Quality Factor ETF | 1.62M (0.84%) | 987.00 Increased by +0.06% | Dec 29, 23 |
| 16 | Vanguard Mid-Cap Value ETF | 1.58M (0.82%) | -7.00K Decreased by -0.44% | Nov 30, 23 |
| 17 | Vanguard Institutional Index I | 1.29M (0.67%) | -4.35K Decreased by -0.34% | Nov 30, 23 |
| 18 | Invesco S&P 500® Equal Weight ETF | 1.28M (0.66%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 19 | T. Rowe Price Mid-Cap Value | 1.25M (0.65%) | -42.64K Decreased by -3.40% | Sep 30, 23 |