| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IYF | 1000.00% |
| 2 | IAT | 1000.00% |
| 3 | ISCB | 1000.00% |
| 4 | ISCV | 1000.00% |
| 5 | ITOT | 1000.00% |
| 6 | IWB | 1000.00% |
| 7 | IWD | 1000.00% |
| 8 | IWR | 1000.00% |
| 9 | JKJ | 1000.00% |
| 10 | IWS | 1000.00% |
| 11 | IYY | 1000.00% |
| 12 | IYG | 1000.00% |
| 13 | IWV | 1000.00% |
| 14 | SPDV | 2.07% |
| 15 | RDVY | 1.96% |
| 16 | VNMC | 1.94% |
| 17 | SPYD | 1.31% |
| 18 | FTXO | 1.27% |
| 19 | RYF | 1.25% |
| 20 | KBWB | 1.25% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 16.20M (12.35%) | -204.91K Decreased by -1.26% | Sep 30, 23 |
| 2 | BlackRock Inc | 12.25M (9.34%) | -1.36M Decreased by -11.07% | Sep 30, 23 |
| 3 | State Street Corporation | 6.69M (5.10%) | 61.35K Increased by +0.92% | Sep 30, 23 |
| 4 | First Trust Advisors L.P. | 4.91M (3.75%) | 157.61K Increased by +3.21% | Sep 30, 23 |
| 5 | AllianceBernstein L.P. | 3.67M (2.80%) | 759.80K Increased by +20.68% | Sep 30, 23 |
| 6 | Charles Schwab Investment Management Inc | 3.29M (2.51%) | 115.45K Increased by +3.50% | Sep 30, 23 |
| 7 | Amvescap Plc. | 3.10M (2.36%) | 131.00K Increased by +4.23% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 2.94M (2.24%) | 29.79K Increased by +1.01% | Sep 30, 23 |
| 9 | Morgan Stanley - Brokerage Accounts | 2.91M (2.22%) | 198.58K Increased by +6.82% | Sep 30, 23 |
| 10 | North Reef Capital Management LP | 2.88M (2.20%) | 865.87K Increased by +30.06% | Sep 30, 23 |
| 11 | Goldman Sachs Group Inc | 1.69M (1.29%) | 400.97K Increased by +23.68% | Sep 30, 23 |
| 12 | Citadel Advisors Llc | 1.66M (1.27%) | -458.78K Decreased by -27.60% | Sep 30, 23 |
| 13 | Dimensional Fund Advisors, Inc. | 1.62M (1.24%) | 112.14K Increased by +6.92% | Sep 30, 23 |
| 14 | Adage Capital Partners Gp LLC | 1.46M (1.12%) | 461.74K Increased by +31.56% | Sep 30, 23 |
| 15 | Thrivent Financial For Lutherans | 1.43M (1.09%) | 40.61K Increased by +2.84% | Sep 30, 23 |
| 16 | Bank of New York Mellon Corp | 1.27M (0.97%) | 42.64K Increased by +3.36% | Sep 30, 23 |
| 17 | Northern Trust Corp | 1.20M (0.91%) | 1.32K Increased by +0.11% | Sep 30, 23 |
| 18 | Macquarie Group Ltd | 915.90K (0.70%) | 881.20K Increased by +96.21% | Sep 30, 23 |
| 19 | Neuberger Berman Group LLC | 877.02K (0.67%) | 16.43K Increased by +1.87% | Sep 30, 23 |
| 20 | Balyasny Asset Management LLC | 846.76K (0.65%) | -969.97K Decreased by -114.55% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 4.12M (3.14%) | 4.75K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Small Cap Index | 3.41M (2.60%) | 14.29K Increased by +0.42% | Nov 30, 23 |
| 3 | First Trust Rising Dividend Achiev ETF | 3.28M (2.50%) | 4.61K Increased by +0.14% | Dec 28, 23 |
| 4 | Vanguard Institutional 500 Index Trust | 3.21M (2.45%) | 24.52K Increased by +0.76% | Nov 30, 23 |
| 5 | iShares Select Dividend ETF | 3.08M (2.35%) | -1.91K Decreased by -0.06% | Dec 29, 23 |
| 6 | Vanguard Small Cap Value Index Inv | 2.37M (1.81%) | 5.16K Increased by +0.22% | Nov 30, 23 |
| 7 | Schwab US Dividend Equity ETF™ | 2.07M (1.58%) | 302.00 Increased by +0.01% | Dec 30, 23 |
| 8 | Invesco S&P 500® Equal Weight ETF | 1.89M (1.44%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 9 | SPDR® Portfolio S&P 500 High Div ETF | 1.67M (1.28%) | 2.41K Increased by +0.14% | Dec 29, 23 |
| 10 | SPDR® S&P 500 ETF Trust | 1.63M (1.24%) | 12.95K Increased by +0.79% | Dec 29, 23 |
| 11 | Fidelity® 500 Index | 1.54M (1.17%) | 9.77K Increased by +0.64% | Nov 30, 23 |
| 12 | iShares Core S&P 500 ETF | 1.31M (1.00%) | 780.00 Increased by +0.06% | Dec 29, 23 |
| 13 | Vanguard Institutional Index I | 876.02K (0.67%) | -2.95K Decreased by -0.34% | Nov 30, 23 |
| 14 | Financial Select Sector SPDR® ETF | 857.53K (0.65%) | -192.00 Decreased by -0.02% | Dec 29, 23 |
| 15 | AB Discovery Value Advisor | 843.94K (0.64%) | 82.61K Increased by +9.79% | Nov 30, 23 |
| 16 | SPDR® S&P Bank ETF | 649.92K (0.50%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 17 | State St S&P 500® Indx SL Cl III | 629.82K (0.48%) | 2.50K Increased by +0.40% | Nov 30, 23 |
| 18 | Delaware Small Cap Value A | 612.20K (0.47%) | -9.70K Decreased by -1.58% | Nov 30, 23 |
| 19 | Vanguard High Dividend Yield ETF | 592.04K (0.45%) | -3.08K Decreased by -0.52% | Nov 30, 23 |
| 20 | Vanguard Equity-Income Inv | 581.68K (0.44%) | -43.45K Decreased by -7.47% | Sep 30, 23 |