| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ILCV | 1000.00% |
| 2 | GLOF | 1000.00% |
| 3 | IUSV | 1000.00% |
| 4 | ITOT | 1000.00% |
| 5 | ILCB | 1000.00% |
| 6 | JKF | 1000.00% |
| 7 | JKD | 1000.00% |
| 8 | IYY | 1000.00% |
| 9 | IYG | 1000.00% |
| 10 | IYF | 1000.00% |
| 11 | IXG | 1000.00% |
| 12 | IWX | 1000.00% |
| 13 | IWV | 1000.00% |
| 14 | IWL | 1000.00% |
| 15 | IWD | 1000.00% |
| 16 | IWB | 1000.00% |
| 17 | IVV | 1000.00% |
| 18 | IVE | 1000.00% |
| 19 | VBB | 6.45% |
| 20 | FDFF | 5.86% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 12.87M (9.26%) | -38.48K Decreased by -0.30% | Sep 30, 23 |
| 2 | BlackRock Inc | 9.71M (6.99%) | -329.56K Decreased by -3.39% | Sep 30, 23 |
| 3 | State Street Corporation | 5.73M (4.12%) | -423.71K Decreased by -7.40% | Sep 30, 23 |
| 4 | Temasek Holdings Ltd. | 5.10M (3.67%) | 3.91K Increased by +0.08% | Sep 30, 23 |
| 5 | Bank of America Corp | 5.04M (3.62%) | -53.69K Decreased by -1.07% | Sep 30, 23 |
| 6 | Morgan Stanley - Brokerage Accounts | 3.37M (2.42%) | 104.84K Increased by +3.11% | Sep 30, 23 |
| 7 | Charles Schwab Investment Management Inc | 3.33M (2.39%) | 35.16K Increased by +1.06% | Sep 30, 23 |
| 8 | Capital Research Global Investors | 3.17M (2.28%) | 72.25K Increased by +2.28% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 2.62M (1.88%) | -104.18K Decreased by -3.98% | Sep 30, 23 |
| 10 | Wells Fargo & Co | 2.60M (1.87%) | -28.76K Decreased by -1.11% | Sep 30, 23 |
| 11 | JPMorgan Chase & Co | 2.54M (1.83%) | 74.82K Increased by +2.94% | Sep 30, 23 |
| 12 | Capital Research & Mgmt Co - Division 3 | 2.41M (1.74%) | -60.60K Decreased by -2.51% | Sep 30, 23 |
| 13 | Capital World Investors | 2.24M (1.61%) | 75.53K Increased by +3.38% | Sep 30, 23 |
| 14 | FMR Inc | 2.11M (1.51%) | 379.63K Increased by +18.03% | Sep 30, 23 |
| 15 | Fisher Asset Management, LLC | 1.97M (1.42%) | 33.65K Increased by +1.71% | Sep 30, 23 |
| 16 | Wellington Management Company LLP | 1.75M (1.26%) | 307.52K Increased by +17.62% | Sep 30, 23 |
| 17 | Northern Trust Corp | 1.68M (1.21%) | -8.94K Decreased by -0.53% | Sep 30, 23 |
| 18 | Ameriprise Financial Inc | 1.57M (1.13%) | 74.97K Increased by +4.78% | Sep 30, 23 |
| 19 | Massachusetts Financial Services Company | 1.18M (0.85%) | -31.79K Decreased by -2.69% | Sep 30, 23 |
| 20 | Bank of New York Mellon Corp | 1.14M (0.82%) | -7.09K Decreased by -0.62% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 4.21M (3.03%) | 4.96K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 3.42M (2.46%) | 31.34K Increased by +0.92% | Nov 30, 23 |
| 3 | American Funds Washington Mutual A | 2.34M (1.68%) | -62.89K Decreased by -2.69% | Sep 30, 23 |
| 4 | Capital Group Wash Mutual Invtrs Comp | 2.34M (1.68%) | -62.89K Decreased by -2.69% | Sep 30, 23 |
| 5 | Schwab US Dividend Equity ETF™ | 2.21M (1.59%) | 322.00 Increased by +0.01% | Dec 30, 23 |
| 6 | SPDR® S&P 500 ETF Trust | 1.72M (1.24%) | -12.12K Decreased by -0.70% | Dec 31, 23 |
| 7 | Fidelity® 500 Index | 1.64M (1.18%) | 10.41K Increased by +0.64% | Nov 30, 23 |
| 8 | iShares Core S&P 500 ETF | 1.39M (1.00%) | 830.00 Increased by +0.06% | Dec 29, 23 |
| 9 | JPM US Equity Income-MA | 1.26M (0.91%) | 1.26M Increased by +99.90% | Sep 30, 23 |
| 10 | JPMorgan Equity Income I | 1.24M (0.89%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 11 | JPM US Equity Income-Composite | 1.21M (0.87%) | -48.82K Decreased by -4.02% | Dec 31, 23 |
| 12 | Vanguard Wellington™ Inv | 1.16M (0.84%) | 370.25K Increased by +31.86% | Sep 30, 23 |
| 13 | Vanguard Value Index Inv | 1.15M (0.83%) | 3.85K Increased by +0.33% | Nov 30, 23 |
| 14 | American Funds Invmt Co of Amer A | 981.65K (0.71%) | -1.79K Decreased by -0.18% | Sep 30, 23 |
| 15 | Capital Group Investment Co of Amer Comp | 981.65K (0.71%) | -1.79K Decreased by -0.18% | Sep 30, 23 |
| 16 | Vanguard Institutional Index I | 935.35K (0.67%) | -2.08K Decreased by -0.22% | Nov 30, 23 |
| 17 | Financial Select Sector SPDR® ETF | 916.29K (0.66%) | 1.89K Increased by +0.21% | Dec 31, 23 |
| 18 | MFS Large Cap Value (SMA) | 876.89K (0.63%) | 876.89K Increased by +100.00% | Jun 30, 23 |
| 19 | MFS Large Cap Value Equity | 853.73K (0.61%) | -23.16K Decreased by -2.71% | Sep 30, 23 |
| 20 | MFS Value A | 839.76K (0.60%) | -9.31K Decreased by -1.11% | Nov 30, 23 |