| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IVE | 1000.00% |
| 2 | IWV | 1000.00% |
| 3 | IWL | 1000.00% |
| 4 | IWD | 1000.00% |
| 5 | IWB | 1000.00% |
| 6 | IVV | 1000.00% |
| 7 | ITOT | 1000.00% |
| 8 | IUSV | 1000.00% |
| 9 | IAK | 1000.00% |
| 10 | JKF | 1000.00% |
| 11 | JKD | 1000.00% |
| 12 | IYY | 1000.00% |
| 13 | IYF | 1000.00% |
| 14 | IXG | 1000.00% |
| 15 | IWX | 1000.00% |
| 16 | ILCB | 1000.00% |
| 17 | ILCV | 1000.00% |
| 18 | KBWP | 7.97% |
| 19 | UTRN | 4.04% |
| 20 | PJFV | 3.67% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 39.06M (9.63%) | 61.88K Increased by +0.16% | Sep 30, 23 |
| 2 | BlackRock Inc | 28.87M (7.12%) | -283.82K Decreased by -0.98% | Sep 30, 23 |
| 3 | T. Rowe Price Associates, Inc. | 27.64M (6.81%) | -291.88K Decreased by -1.06% | Sep 30, 23 |
| 4 | Wellington Management Company LLP | 18.52M (4.57%) | 138.14K Increased by +0.75% | Sep 30, 23 |
| 5 | State Street Corporation | 18.41M (4.54%) | -263.65K Decreased by -1.43% | Sep 30, 23 |
| 6 | FMR Inc | 12.23M (3.01%) | -1.48M Decreased by -12.11% | Sep 30, 23 |
| 7 | Massachusetts Financial Services Company | 11.23M (2.77%) | -100.19K Decreased by -0.89% | Sep 30, 23 |
| 8 | Capital World Investors | 10.27M (2.53%) | 8.08K Increased by +0.08% | Sep 30, 23 |
| 9 | Capital Research & Mgmt Co - Division 3 | 9.29M (2.29%) | -2.02M Decreased by -21.77% | Sep 30, 23 |
| 10 | JPMorgan Chase & Co | 8.14M (2.01%) | 1.05M Increased by +12.89% | Sep 30, 23 |
| 11 | Geode Capital Management, LLC | 8.10M (2.00%) | 115.92K Increased by +1.43% | Sep 30, 23 |
| 12 | Wells Fargo & Co | 5.95M (1.47%) | 21.11K Increased by +0.35% | Sep 30, 23 |
| 13 | Ameriprise Financial Inc | 5.65M (1.39%) | -12.82K Decreased by -0.23% | Sep 30, 23 |
| 14 | Capital Research Global Investors | 4.80M (1.18%) | 2.67M Increased by +55.64% | Sep 30, 23 |
| 15 | Bank of America Corp | 4.28M (1.05%) | 94.46K Increased by +2.21% | Sep 30, 23 |
| 16 | Northern Trust Corp | 4.22M (1.04%) | 93.89K Increased by +2.22% | Sep 30, 23 |
| 17 | Morgan Stanley - Brokerage Accounts | 4.14M (1.02%) | -490.43K Decreased by -11.85% | Sep 30, 23 |
| 18 | Bank of New York Mellon Corp | 3.36M (0.83%) | -130.28K Decreased by -3.88% | Sep 30, 23 |
| 19 | Nuveen Asset Management, LLC | 3.26M (0.80%) | 23.03K Increased by +0.71% | Sep 30, 23 |
| 20 | Deutsche Bank AG | 3.04M (0.75%) | -16.14K Decreased by -0.53% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 12.88M (3.17%) | 19.05K Increased by +0.15% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 10.01M (2.47%) | 91.97K Increased by +0.92% | Nov 30, 23 |
| 3 | Vanguard Dividend Growth Inv | 5.81M (1.43%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 4 | American Funds Washington Mutual A | 5.80M (1.43%) | -1.23M Decreased by -21.13% | Sep 30, 23 |
| 5 | Capital Group Wash Mutual Invtrs Comp | 5.80M (1.43%) | -1.23M Decreased by -21.13% | Sep 30, 23 |
| 6 | MFS Large Cap Value Equity | 5.60M (1.38%) | -151.79K Decreased by -2.71% | Sep 30, 23 |
| 7 | SPDR® S&P 500 ETF Trust | 5.03M (1.24%) | -35.33K Decreased by -0.70% | Dec 31, 23 |
| 8 | MFS Value A | 4.87M (1.20%) | -694.29K Decreased by -14.25% | Nov 30, 23 |
| 9 | Fidelity® 500 Index | 4.79M (1.18%) | 30.46K Increased by +0.64% | Nov 30, 23 |
| 10 | iShares Core S&P 500 ETF | 4.06M (1.00%) | 2.43K Increased by +0.06% | Dec 29, 23 |
| 11 | American Funds Invmt Co of Amer A | 3.85M (0.95%) | 844.94K Increased by +21.93% | Sep 30, 23 |
| 12 | Capital Group Investment Co of Amer Comp | 3.85M (0.95%) | 844.94K Increased by +21.93% | Sep 30, 23 |
| 13 | American Funds American Mutual A | 3.84M (0.95%) | 1.83M Increased by +47.54% | Sep 30, 23 |
| 14 | Capital Group American Mutual Comp | 3.84M (0.95%) | 1.83M Increased by +47.54% | Sep 30, 23 |
| 15 | Vanguard Value Index Inv | 3.52M (0.87%) | 11.36K Increased by +0.32% | Nov 30, 23 |
| 16 | American Funds New Perspective A | 3.19M (0.79%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 17 | Capital Group New Perspective Comp | 3.19M (0.79%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 18 | Vanguard Equity-Income Inv | 2.83M (0.70%) | 65.00K Increased by +2.30% | Sep 30, 23 |
| 19 | JPM US Equity Income-Composite | 2.78M (0.68%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 20 | JPM US Equity Income-MA | 2.78M (0.68%) | 2.78M Increased by +99.90% | Sep 30, 23 |