| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IYG | 1000.00% |
| 2 | IYF | 1000.00% |
| 3 | IXG | 1000.00% |
| 4 | IWX | 1000.00% |
| 5 | IWL | 1000.00% |
| 6 | IVV | 1000.00% |
| 7 | IVE | 1000.00% |
| 8 | IUSV | 1000.00% |
| 9 | JKD | 1000.00% |
| 10 | ITOT | 1000.00% |
| 11 | IWV | 1000.00% |
| 12 | IOO | 1000.00% |
| 13 | IYY | 1000.00% |
| 14 | ILCV | 1000.00% |
| 15 | ILCB | 1000.00% |
| 16 | IWD | 1000.00% |
| 17 | IWB | 1000.00% |
| 18 | JKF | 1000.00% |
| 19 | COMT | 1000.00% |
| 20 | BNKZ | 10.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 167.02M (9.06%) | -3.02M Decreased by -1.81% | Sep 30, 23 |
| 2 | BlackRock Inc | 164.52M (8.93%) | 1.18M Increased by +0.72% | Sep 30, 23 |
| 3 | State Street Corporation | 81.12M (4.40%) | -2.84M Decreased by -3.50% | Sep 30, 23 |
| 4 | Berkshire Hathaway Inc | 55.24M (3.00%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 5 | Geode Capital Management, LLC | 36.59M (1.99%) | 547.52K Increased by +1.50% | Sep 30, 23 |
| 6 | Bank of New York Mellon Corp | 25.89M (1.41%) | -393.14K Decreased by -1.52% | Sep 30, 23 |
| 7 | Morgan Stanley - Brokerage Accounts | 24.58M (1.33%) | -995.43K Decreased by -4.05% | Sep 30, 23 |
| 8 | Fisher Asset Management, LLC | 22.92M (1.24%) | -4.14M Decreased by -18.07% | Sep 30, 23 |
| 9 | Massachusetts Financial Services Company | 22.08M (1.20%) | -566.24K Decreased by -2.56% | Sep 30, 23 |
| 10 | Northern Trust Corp | 20.05M (1.09%) | 232.65K Increased by +1.16% | Sep 30, 23 |
| 11 | Hotchkis & Wiley Capital Management LLC | 18.28M (0.99%) | 1.46M Increased by +8.01% | Sep 30, 23 |
| 12 | Bank of America Corp | 18.10M (0.98%) | -2.93M Decreased by -16.16% | Sep 30, 23 |
| 13 | Pzena Investment Management, LLC | 16.63M (0.90%) | 486.95K Increased by +2.93% | Sep 30, 23 |
| 14 | Putnam Investments LLC | 16.48M (0.89%) | 107.39K Increased by +0.65% | Sep 30, 23 |
| 15 | Amvescap Plc. | 14.56M (0.79%) | -33.12K Decreased by -0.23% | Sep 30, 23 |
| 16 | Arrowstreet Capital Limited Partnership | 14.43M (0.78%) | 1.13M Increased by +7.83% | Sep 30, 23 |
| 17 | Charles Schwab Investment Management Inc | 13.75M (0.75%) | 192.63K Increased by +1.40% | Sep 30, 23 |
| 18 | Legal & General Group PLC | 13.42M (0.73%) | -424.75K Decreased by -3.17% | Sep 30, 23 |
| 19 | Greenhaven Associates Inc | 13.16M (0.71%) | 2.19M Increased by +16.66% | Sep 30, 23 |
| 20 | Susquehanna International Group, LLP | 12.45M (0.68%) | -1.50M Decreased by -12.06% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 56.60M (3.07%) | 67.43K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 46.34M (2.51%) | 437.73K Increased by +0.94% | Nov 30, 23 |
| 3 | SPDR® S&P 500 ETF Trust | 23.59M (1.28%) | -165.71K Decreased by -0.70% | Dec 31, 23 |
| 4 | Fidelity® 500 Index | 22.44M (1.22%) | 142.80K Increased by +0.64% | Nov 30, 23 |
| 5 | iShares Core S&P 500 ETF | 19.06M (1.03%) | 11.38K Increased by +0.06% | Dec 29, 23 |
| 6 | Vanguard Value Index Inv | 15.48M (0.84%) | 39.33K Increased by +0.25% | Nov 30, 23 |
| 7 | MFS Large Cap Value Equity | 15.14M (0.82%) | -410.61K Decreased by -2.71% | Sep 30, 23 |
| 8 | MFS Value A | 14.89M (0.81%) | -165.18K Decreased by -1.11% | Nov 30, 23 |
| 9 | Vanguard Institutional Index I | 12.84M (0.70%) | -26.44K Decreased by -0.21% | Nov 30, 23 |
| 10 | Financial Select Sector SPDR® ETF | 12.54M (0.68%) | 25.64K Increased by +0.20% | Dec 31, 23 |
| 11 | Vanguard Windsor™ II Inv | 12.08M (0.66%) | 759.60K Increased by +6.29% | Sep 30, 23 |
| 12 | BlackRock Equity Dividend Instl | 10.70M (0.58%) | -180.05K Decreased by -1.68% | Nov 30, 23 |
| 13 | Putnam Large Cap Value A | 9.18M (0.50%) | 184.70K Increased by +2.01% | Dec 31, 23 |
| 14 | State St S&P 500® Indx SL Cl III | 9.14M (0.50%) | -68.50K Decreased by -0.75% | Dec 31, 23 |
| 15 | Putnam US Large Cap Value Equity | 9.00M (0.49%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 16 | Vanguard High Dividend Yield ETF | 8.75M (0.47%) | -10.76K Decreased by -0.12% | Nov 30, 23 |
| 17 | Oakmark Investor | 6.84M (0.37%) | 120.00K Increased by +1.75% | Sep 30, 23 |
| 18 | Blackrock Eq Idx Fund CF | 6.84M (0.37%) | 8.14K Increased by +0.12% | Dec 31, 23 |