| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKF | 1000.00% |
| 2 | IUSV | 1000.00% |
| 3 | IVE | 1000.00% |
| 4 | IVV | 1000.00% |
| 5 | IWB | 1000.00% |
| 6 | IWD | 1000.00% |
| 7 | IWL | 1000.00% |
| 8 | IWV | 1000.00% |
| 9 | IWX | 1000.00% |
| 10 | IXP | 1000.00% |
| 11 | IYY | 1000.00% |
| 12 | JKD | 1000.00% |
| 13 | HDV | 1000.00% |
| 14 | ILCB | 1000.00% |
| 15 | ILCV | 1000.00% |
| 16 | ITOT | 1000.00% |
| 17 | BYTE | 5.91% |
| 18 | RSPC | 4.58% |
| 19 | EWCO | 4.48% |
| 20 | PKW | 4.44% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 382.74M (9.60%) | -7.62M Decreased by -1.99% | Sep 30, 23 |
| 2 | BlackRock Inc | 307.01M (7.70%) | -7.15M Decreased by -2.33% | Sep 30, 23 |
| 3 | State Street Corporation | 154.70M (3.88%) | -5.42M Decreased by -3.51% | Sep 30, 23 |
| 4 | Capital Research & Mgmt Co - Division 3 | 138.36M (3.47%) | -33.68M Decreased by -24.34% | Sep 30, 23 |
| 5 | FMR Inc | 114.56M (2.87%) | -5.23M Decreased by -4.57% | Sep 30, 23 |
| 6 | Capital Research Global Investors | 96.84M (2.43%) | -1.40M Decreased by -1.45% | Sep 30, 23 |
| 7 | JPMorgan Chase & Co | 94.19M (2.36%) | 2.72M Increased by +2.89% | Sep 30, 23 |
| 8 | Massachusetts Financial Services Company | 94.09M (2.36%) | -6.13M Decreased by -6.51% | Sep 30, 23 |
| 9 | Capital World Investors | 92.15M (2.31%) | 3.28M Increased by +3.56% | Sep 30, 23 |
| 10 | Geode Capital Management, LLC | 81.40M (2.04%) | 994.23K Increased by +1.22% | Sep 30, 23 |
| 11 | Bank of America Corp | 76.17M (1.91%) | 672.21K Increased by +0.88% | Sep 30, 23 |
| 12 | Dodge & Cox | 75.78M (1.90%) | -951.00K Decreased by -1.25% | Sep 30, 23 |
| 13 | Morgan Stanley - Brokerage Accounts | 51.67M (1.30%) | -1.29M Decreased by -2.51% | Sep 30, 23 |
| 14 | Ameriprise Financial Inc | 49.67M (1.25%) | -601.33K Decreased by -1.21% | Sep 30, 23 |
| 15 | Northern Trust Corp | 46.02M (1.15%) | 141.87K Increased by +0.31% | Sep 30, 23 |
| 16 | Wells Fargo & Co | 41.24M (1.03%) | -852.09K Decreased by -2.07% | Sep 30, 23 |
| 17 | Dimensional Fund Advisors, Inc. | 38.37M (0.96%) | -646.12K Decreased by -1.68% | Sep 30, 23 |
| 18 | Bank of New York Mellon Corp | 36.17M (0.91%) | 1.23M Increased by +3.40% | Sep 30, 23 |
| 19 | Amvescap Plc. | 35.82M (0.90%) | -342.94K Decreased by -0.96% | Sep 30, 23 |
| 20 | ClearBridge Advisors, LLC | 34.84M (0.87%) | -2.40M Decreased by -6.89% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 128.98M (3.24%) | 182.00K Increased by +0.14% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 100.31M (2.52%) | 925.15K Increased by +0.92% | Nov 30, 23 |
| 3 | American Funds Washington Mutual A | 95.48M (2.39%) | -6.95M Decreased by -7.28% | Sep 30, 23 |
| 4 | Capital Group Wash Mutual Invtrs Comp | 95.48M (2.39%) | -6.95M Decreased by -7.28% | Sep 30, 23 |
| 5 | Invesco QQQ Trust | 73.44M (1.84%) | 163.43K Increased by +0.22% | Dec 29, 23 |
| 6 | SPDR® S&P 500 ETF Trust | 49.50M (1.24%) | -347.77K Decreased by -0.70% | Dec 31, 23 |
| 7 | Fidelity® 500 Index | 47.96M (1.20%) | 305.19K Increased by +0.64% | Nov 30, 23 |
| 8 | Dodge & Cox Stock I | 46.59M (1.17%) | 46.36M Increased by +99.50% | Sep 30, 23 |
| 9 | American Funds American Mutual A | 41.10M (1.03%) | -2.15M Decreased by -5.22% | Sep 30, 23 |
| 10 | Capital Group American Mutual Comp | 41.10M (1.03%) | -2.15M Decreased by -5.22% | Sep 30, 23 |
| 11 | iShares Core S&P 500 ETF | 40.00M (1.00%) | 23.87K Increased by +0.06% | Dec 29, 23 |
| 12 | American Funds Invmt Co of Amer A | 37.93M (0.95%) | -4.86M Decreased by -12.81% | Sep 30, 23 |
| 13 | Capital Group Investment Co of Amer Comp | 37.93M (0.95%) | -4.86M Decreased by -12.81% | Sep 30, 23 |
| 14 | American Funds Income Fund of Amer A | 37.34M (0.94%) | 1.30M Increased by +3.48% | Sep 30, 23 |
| 15 | American Funds American Balanced A | 36.48M (0.91%) | -5.47M Decreased by -15.00% | Sep 30, 23 |
| 16 | Vanguard Value Index Inv | 35.28M (0.89%) | 100.50K Increased by +0.28% | Nov 30, 23 |
| 17 | MFS Large Cap Value Equity | 34.59M (0.87%) | -938.07K Decreased by -2.71% | Sep 30, 23 |
| 18 | MFS Value A | 34.02M (0.85%) | -377.36K Decreased by -1.11% | Nov 30, 23 |
| 19 | Vanguard Institutional Index I | 27.43M (0.69%) | -60.27K Decreased by -0.22% | Nov 30, 23 |
| 20 | Vanguard Dividend Appreciation ETF | 24.31M (0.61%) | 164.00K Increased by +0.67% | Nov 30, 23 |