| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWB | 1000.00% |
| 2 | ILCV | 1000.00% |
| 3 | IMCV | 1000.00% |
| 4 | ILCB | 1000.00% |
| 5 | JKI | 1000.00% |
| 6 | IDU | 1000.00% |
| 7 | JXI | 1000.00% |
| 8 | ITOT | 1000.00% |
| 9 | IYY | 1000.00% |
| 10 | IWV | 1000.00% |
| 11 | IWS | 1000.00% |
| 12 | IMCB | 1000.00% |
| 13 | IUSV | 1000.00% |
| 14 | IVE | 1000.00% |
| 15 | IVV | 1000.00% |
| 16 | IWR | 1000.00% |
| 17 | IWD | 1000.00% |
| 18 | JKG | 1000.00% |
| 19 | JKF | 1000.00% |
| 20 | JKD | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Capital Research & Mgmt Co - Division 3 | 82.89M (13.18%) | 12.96M Increased by +15.64% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 76.92M (12.23%) | -89.39K Decreased by -0.12% | Sep 30, 23 |
| 3 | BlackRock Inc | 49.72M (7.91%) | -830.77K Decreased by -1.67% | Sep 30, 23 |
| 4 | State Street Corporation | 32.40M (5.15%) | -1.13M Decreased by -3.50% | Sep 30, 23 |
| 5 | Capital Research Global Investors | 23.02M (3.66%) | -1.51M Decreased by -6.55% | Sep 30, 23 |
| 6 | Boston Partners Global Investors, Inc | 19.83M (3.15%) | -1.66M Decreased by -8.36% | Sep 30, 23 |
| 7 | Deutsche Bank AG | 17.57M (2.79%) | -3.29M Decreased by -18.72% | Sep 30, 23 |
| 8 | T. Rowe Price Investment Management,Inc. | 16.88M (2.68%) | 5.97M Increased by +35.38% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 13.52M (2.15%) | 233.27K Increased by +1.73% | Sep 30, 23 |
| 10 | Neuberger Berman Group LLC | 12.92M (2.05%) | 3.83M Increased by +29.61% | Sep 30, 23 |
| 11 | Pictet Asset Manangement SA | 9.83M (1.56%) | 9.83M Increased by +100.00% | Sep 30, 23 |
| 12 | Jennison Associates LLC | 8.55M (1.36%) | -69.31K Decreased by -0.81% | Sep 30, 23 |
| 13 | Amvescap Plc. | 8.24M (1.31%) | 442.72K Increased by +5.37% | Sep 30, 23 |
| 14 | Morgan Stanley - Brokerage Accounts | 7.89M (1.25%) | -824.77K Decreased by -10.46% | Sep 30, 23 |
| 15 | Legal & General Group PLC | 7.57M (1.20%) | -85.19K Decreased by -1.13% | Sep 30, 23 |
| 16 | T. Rowe Price Associates, Inc. | 6.89M (1.10%) | -79.67K Decreased by -1.16% | Sep 30, 23 |
| 17 | Franklin Resources Inc | 6.68M (1.06%) | -410.00 Decreased by -0.01% | Sep 30, 23 |
| 18 | Cohen & Steers Inc | 6.45M (1.03%) | -1.35M Decreased by -20.90% | Sep 30, 23 |
| 19 | JPMorgan Chase & Co | 6.17M (0.98%) | -264.88K Decreased by -4.29% | Sep 30, 23 |
| 20 | Massachusetts Financial Services Company | 5.96M (0.95%) | -308.67K Decreased by -5.18% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | American Funds American Mutual A | 43.30M (6.88%) | 1.36M Increased by +3.13% | Sep 30, 23 |
| 2 | Capital Group American Mutual Comp | 43.30M (6.88%) | 1.36M Increased by +3.13% | Sep 30, 23 |
| 3 | American Funds American Balanced A | 27.01M (4.29%) | 1.44M Increased by +5.34% | Sep 30, 23 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 19.72M (3.14%) | 23.45K Increased by +0.12% | Nov 30, 23 |
| 5 | Vanguard Institutional 500 Index Trust | 15.39M (2.45%) | 156.51K Increased by +1.02% | Nov 30, 23 |
| 6 | Vanguard Mid Cap Index Institutional | 14.31M (2.28%) | 21.14K Increased by +0.15% | Nov 30, 23 |
| 7 | T. Rowe Price Capital Appreciation | 10.86M (1.73%) | 10.86M Increased by +100.00% | Sep 30, 23 |
| 8 | Utilities Select Sector SPDR® ETF | 9.53M (1.52%) | -26.77K Decreased by -0.28% | Dec 31, 23 |
| 9 | JHancock Disciplined Value Mid Cap I | 9.49M (1.51%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | American Funds Capital Income Bldr A | 8.99M (1.43%) | 2.39M Increased by +26.62% | Sep 30, 23 |
| 11 | American Funds Washington Mutual A | 8.66M (1.38%) | 8.66M Increased by +100.00% | Sep 30, 23 |
| 12 | Capital Group Wash Mutual Invtrs Comp | 8.66M (1.38%) | 8.66M Increased by +100.00% | Sep 30, 23 |
| 13 | SPDR® S&P 500 ETF Trust | 7.79M (1.24%) | -54.60K Decreased by -0.70% | Dec 31, 23 |
| 14 | Fidelity® 500 Index | 7.36M (1.17%) | 46.81K Increased by +0.64% | Nov 30, 23 |
| 15 | iShares Core S&P 500 ETF | 6.29M (1.00%) | 3.75K Increased by +0.06% | Dec 29, 23 |
| 16 | Franklin Utilities A1 | 6.00M (0.95%) | -300.00K Decreased by -5.00% | Nov 30, 23 |
| 17 | Franklin Utilities Fund A1 | 6.00M (0.95%) | -300.00K Decreased by -5.00% | Nov 30, 23 |
| 18 | American Funds Fundamental Invs A | 5.87M (0.93%) | -2.38M Decreased by -40.57% | Sep 30, 23 |
| 19 | Capital Group Fundamental Invtrs Comp | 5.87M (0.93%) | -2.38M Decreased by -40.57% | Sep 30, 23 |
| 20 | iShares Select Dividend ETF | 5.87M (0.93%) | -3.63K Decreased by -0.06% | Dec 29, 23 |