| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWB | 1000.00% |
| 2 | ITOT | 1000.00% |
| 3 | IUSV | 1000.00% |
| 4 | IYH | 1000.00% |
| 5 | IVE | 1000.00% |
| 6 | IVV | 1000.00% |
| 7 | IXJ | 1000.00% |
| 8 | IWD | 1000.00% |
| 9 | JKF | 1000.00% |
| 10 | JKD | 1000.00% |
| 11 | IHI | 1000.00% |
| 12 | ILCB | 1000.00% |
| 13 | IWX | 1000.00% |
| 14 | IWV | 1000.00% |
| 15 | ILCV | 1000.00% |
| 16 | IYY | 1000.00% |
| 17 | IWL | 1000.00% |
| 18 | EQTY | 3.98% |
| 19 | EPOL | 2.95% |
| 20 | YLDE | 2.60% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 25.93M (8.94%) | 516.43K Increased by +1.99% | Sep 30, 23 |
| 2 | BlackRock Inc | 22.57M (7.79%) | -111.68K Decreased by -0.49% | Sep 30, 23 |
| 3 | T. Rowe Price Associates, Inc. | 12.89M (4.45%) | -1.35M Decreased by -10.46% | Sep 30, 23 |
| 4 | State Street Corporation | 12.63M (4.36%) | -131.63K Decreased by -1.04% | Sep 30, 23 |
| 5 | Morgan Stanley - Brokerage Accounts | 10.20M (3.52%) | 435.17K Increased by +4.27% | Sep 30, 23 |
| 6 | Wellington Management Company LLP | 8.32M (2.87%) | -1.34M Decreased by -16.06% | Sep 30, 23 |
| 7 | T. Rowe Price Investment Management,Inc. | 6.46M (2.23%) | 218.61K Increased by +3.38% | Sep 30, 23 |
| 8 | Bank of America Corp | 5.54M (1.91%) | 599.66K Increased by +10.83% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 5.35M (1.85%) | 216.42K Increased by +4.04% | Sep 30, 23 |
| 10 | Massachusetts Financial Services Company | 5.19M (1.79%) | 512.57K Increased by +9.87% | Sep 30, 23 |
| 11 | JPMorgan Chase & Co | 4.50M (1.55%) | 798.43K Increased by +17.72% | Sep 30, 23 |
| 12 | Bank of New York Mellon Corp | 4.03M (1.39%) | 395.66K Increased by +9.81% | Sep 30, 23 |
| 13 | Wells Fargo & Co | 3.79M (1.31%) | -19.29K Decreased by -0.51% | Sep 30, 23 |
| 14 | Ameriprise Financial Inc | 3.63M (1.25%) | 304.63K Increased by +8.39% | Sep 30, 23 |
| 15 | Amvescap Plc. | 3.48M (1.20%) | -472.90K Decreased by -13.59% | Sep 30, 23 |
| 16 | ClearBridge Advisors, LLC | 3.14M (1.08%) | 89.71K Increased by +2.86% | Sep 30, 23 |
| 17 | Franklin Resources Inc | 3.07M (1.06%) | 170.83K Increased by +5.57% | Sep 30, 23 |
| 18 | Northern Trust Corp | 2.93M (1.01%) | 100.94K Increased by +3.45% | Sep 30, 23 |
| 19 | Mackenzie Investments | 2.77M (0.96%) | -155.69K Decreased by -5.62% | Sep 30, 23 |
| 20 | Parnassus Investments, LLC | 2.34M (0.81%) | -610.63K Decreased by -26.04% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 9.09M (3.14%) | 10.92K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 7.07M (2.44%) | 65.83K Increased by +0.93% | Nov 30, 23 |
| 3 | T. Rowe Price Capital Appreciation | 4.17M (1.44%) | 150.90K Increased by +3.62% | Sep 30, 23 |
| 4 | SPDR® S&P 500 ETF Trust | 3.60M (1.24%) | 28.55K Increased by +0.79% | Dec 29, 23 |
| 5 | Fidelity® 500 Index | 3.38M (1.17%) | 21.51K Increased by +0.64% | Nov 30, 23 |
| 6 | Vanguard Wellington™ Inv | 3.24M (1.12%) | -790.07K Decreased by -24.40% | Sep 30, 23 |
| 7 | Morgan Stanley Glbl Franchise | 3.23M (1.11%) | 131.10K Increased by +4.07% | Sep 30, 23 |
| 8 | MS INVF Global Brands A USD | 3.18M (1.10%) | -45.90K Decreased by -1.44% | Oct 31, 23 |
| 9 | iShares Core S&P 500 ETF | 2.89M (1.00%) | 1.72K Increased by +0.06% | Dec 29, 23 |
| 10 | Franklin Rising Dividends A | 2.52M (0.87%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 11 | Franklin Rising Dividends Fund A | 2.52M (0.87%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 12 | Vanguard Value Index Inv | 2.49M (0.86%) | 6.53K Increased by +0.26% | Nov 30, 23 |
| 13 | Health Care Select Sector SPDR® ETF | 2.16M (0.74%) | -6.65K Decreased by -0.31% | Dec 29, 23 |
| 14 | Vanguard Institutional Index I | 1.93M (0.67%) | -4.06K Decreased by -0.21% | Nov 30, 23 |
| 15 | Columbia Dividend Value | 1.91M (0.66%) | -21.50K Decreased by -1.13% | Sep 30, 23 |
| 16 | Columbia Dividend Income Inst | 1.90M (0.65%) | -9.79K Decreased by -0.52% | Nov 30, 23 |
| 17 | JPM US Equity Income-Composite | 1.69M (0.58%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 18 | JPM US Equity Income-MA | 1.69M (0.58%) | 1.69M Increased by +99.90% | Sep 30, 23 |
| 19 | Vanguard Dividend Appreciation ETF | 1.68M (0.58%) | 11.48K Increased by +0.68% | Nov 30, 23 |
| 20 | JPMorgan Equity Income I | 1.66M (0.57%) | 0.00 Increased by 0.00% | Nov 30, 23 |