| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IHE | 1000.00% |
| 2 | IWD | 1000.00% |
| 3 | GLOF | 1000.00% |
| 4 | IWB | 1000.00% |
| 5 | IVV | 1000.00% |
| 6 | IVE | 1000.00% |
| 7 | IUSV | 1000.00% |
| 8 | ITOT | 1000.00% |
| 9 | IOO | 1000.00% |
| 10 | ILCV | 1000.00% |
| 11 | ILCB | 1000.00% |
| 12 | JKF | 1000.00% |
| 13 | JKD | 1000.00% |
| 14 | IYY | 1000.00% |
| 15 | IYH | 1000.00% |
| 16 | IXJ | 1000.00% |
| 17 | IWX | 1000.00% |
| 18 | IWV | 1000.00% |
| 19 | IWL | 1000.00% |
| 20 | FTXH | 6.60% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 199.74M (9.83%) | -4.00M Decreased by -2.00% | Sep 30, 23 |
| 2 | BlackRock Inc | 170.66M (8.40%) | -2.01M Decreased by -1.18% | Sep 30, 23 |
| 3 | JPMorgan Chase & Co | 96.74M (4.76%) | -6.57M Decreased by -6.79% | Sep 30, 23 |
| 4 | State Street Corporation | 89.47M (4.40%) | -3.10M Decreased by -3.46% | Sep 30, 23 |
| 5 | Capital Research & Mgmt Co - Division 3 | 69.42M (3.42%) | 123.92K Increased by +0.18% | Sep 30, 23 |
| 6 | FMR Inc | 43.02M (2.12%) | -3.72M Decreased by -8.66% | Sep 30, 23 |
| 7 | Geode Capital Management, LLC | 39.70M (1.95%) | 668.71K Increased by +1.68% | Sep 30, 23 |
| 8 | Morgan Stanley - Brokerage Accounts | 36.62M (1.80%) | 1.65M Increased by +4.50% | Sep 30, 23 |
| 9 | Bank of America Corp | 28.17M (1.39%) | -936.23K Decreased by -3.32% | Sep 30, 23 |
| 10 | Ameriprise Financial Inc | 25.76M (1.27%) | -976.09K Decreased by -3.79% | Sep 30, 23 |
| 11 | Northern Trust Corp | 25.29M (1.24%) | 1.39M Increased by +5.51% | Sep 30, 23 |
| 12 | PRIMECAP Management Company | 20.54M (1.01%) | -410.89K Decreased by -2.00% | Sep 30, 23 |
| 13 | Goldman Sachs Group Inc | 17.34M (0.85%) | 840.14K Increased by +4.84% | Sep 30, 23 |
| 14 | Boston Partners Global Investors, Inc | 17.31M (0.85%) | -89.17K Decreased by -0.51% | Sep 30, 23 |
| 15 | Bank of New York Mellon Corp | 17.11M (0.84%) | -42.78K Decreased by -0.25% | Sep 30, 23 |
| 16 | Legal & General Group PLC | 17.00M (0.84%) | -438.42K Decreased by -2.58% | Sep 30, 23 |
| 17 | Dodge & Cox | 16.23M (0.80%) | -171.24K Decreased by -1.05% | Sep 30, 23 |
| 18 | Deutsche Bank AG | 15.88M (0.78%) | -2.03M Decreased by -12.78% | Sep 30, 23 |
| 19 | Dimensional Fund Advisors, Inc. | 15.71M (0.77%) | 1.63M Increased by +10.38% | Sep 30, 23 |
| 20 | Amvescap Plc. | 15.61M (0.77%) | 1.24M Increased by +7.95% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 65.49M (3.22%) | 93.43K Increased by +0.14% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 50.92M (2.51%) | 472.68K Increased by +0.93% | Nov 30, 23 |
| 3 | SPDR® S&P 500 ETF Trust | 25.08M (1.23%) | -176.22K Decreased by -0.70% | Dec 31, 23 |
| 4 | Fidelity® 500 Index | 24.34M (1.20%) | 154.92K Increased by +0.64% | Nov 30, 23 |
| 5 | iShares Core S&P 500 ETF | 20.27M (1.00%) | 12.10K Increased by +0.06% | Dec 29, 23 |
| 6 | JPM US Equity Income-MA | 18.01M (0.89%) | 18.00M Increased by +99.90% | Sep 30, 23 |
| 7 | Vanguard Value Index Inv | 17.90M (0.88%) | 46.49K Increased by +0.26% | Nov 30, 23 |
| 8 | JPMorgan Equity Income I | 17.67M (0.87%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 9 | JPM US Equity Income-Composite | 17.32M (0.85%) | -693.52K Decreased by -4.00% | Dec 31, 23 |
| 10 | American Funds American Mutual A | 16.88M (0.83%) | 384.46K Increased by +2.28% | Sep 30, 23 |
| 11 | Capital Group American Mutual Comp | 16.88M (0.83%) | 384.46K Increased by +2.28% | Sep 30, 23 |
| 12 | Health Care Select Sector SPDR® ETF | 15.13M (0.74%) | -10.98K Decreased by -0.07% | Dec 31, 23 |
| 13 | Vanguard Institutional Index I | 13.92M (0.69%) | -30.76K Decreased by -0.22% | Nov 30, 23 |
| 14 | Vanguard Dividend Appreciation ETF | 12.03M (0.59%) | 81.71K Increased by +0.68% | Nov 30, 23 |
| 15 | Vanguard PRIMECAP Inv | 11.50M (0.57%) | -62.00K Decreased by -0.54% | Sep 30, 23 |
| 16 | Dodge & Cox Stock I | 11.36M (0.56%) | 11.30M Increased by +99.49% | Sep 30, 23 |
| 17 | American Funds Washington Mutual A | 10.66M (0.52%) | 142.10K Increased by +1.33% | Sep 30, 23 |
| 18 | Capital Group Wash Mutual Invtrs Comp | 10.66M (0.52%) | 142.10K Increased by +1.33% | Sep 30, 23 |
| 19 | American Funds Capital Income Bldr A | 10.25M (0.50%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 20 | State St S&P 500® Indx SL Cl III | 9.72M (0.48%) | -262.40K Decreased by -2.70% | Dec 31, 23 |