| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKD | 1000.00% |
| 2 | IVW | 1000.00% |
| 3 | IWB | 1000.00% |
| 4 | IWD | 1000.00% |
| 5 | IWL | 1000.00% |
| 6 | IWV | 1000.00% |
| 7 | IWX | 1000.00% |
| 8 | IXC | 1000.00% |
| 9 | IYE | 1000.00% |
| 10 | IYY | 1000.00% |
| 11 | JKF | 1000.00% |
| 12 | HDV | 1000.00% |
| 13 | ILCB | 1000.00% |
| 14 | ILCV | 1000.00% |
| 15 | ITOT | 1000.00% |
| 16 | IUSG | 1000.00% |
| 17 | IUSV | 1000.00% |
| 18 | IVE | 1000.00% |
| 19 | GLOF | 1000.00% |
| 20 | NRGD | 10.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 110.44M (9.32%) | -501.06K Decreased by -0.45% | Sep 30, 23 |
| 2 | BlackRock Inc | 98.64M (8.32%) | -203.43K Decreased by -0.21% | Sep 30, 23 |
| 3 | State Street Corporation | 55.58M (4.69%) | -1.47M Decreased by -2.65% | Sep 30, 23 |
| 4 | JPMorgan Chase & Co | 55.35M (4.67%) | -237.34K Decreased by -0.43% | Sep 30, 23 |
| 5 | Wellington Management Company LLP | 43.64M (3.68%) | -2.95M Decreased by -6.75% | Sep 30, 23 |
| 6 | Massachusetts Financial Services Company | 27.56M (2.32%) | -651.04K Decreased by -2.36% | Sep 30, 23 |
| 7 | Capital World Investors | 26.21M (2.21%) | 248.72K Increased by +0.95% | Sep 30, 23 |
| 8 | FMR Inc | 24.34M (2.05%) | -1.08M Decreased by -4.43% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 22.96M (1.94%) | 208.84K Increased by +0.91% | Sep 30, 23 |
| 10 | Capital Research & Mgmt Co - Division 3 | 19.45M (1.64%) | -2.04M Decreased by -10.47% | Sep 30, 23 |
| 11 | Bank of America Corp | 19.34M (1.63%) | 545.91K Increased by +2.82% | Sep 30, 23 |
| 12 | T. Rowe Price Associates, Inc. | 18.99M (1.60%) | 6.75M Increased by +35.56% | Sep 30, 23 |
| 13 | Morgan Stanley - Brokerage Accounts | 17.08M (1.44%) | -31.74K Decreased by -0.19% | Sep 30, 23 |
| 14 | Amvescap Plc. | 14.80M (1.25%) | -316.00K Decreased by -2.14% | Sep 30, 23 |
| 15 | Harris Associates L.P. | 13.51M (1.14%) | -1.45M Decreased by -10.74% | Sep 30, 23 |
| 16 | Dodge & Cox | 13.43M (1.13%) | -238.74K Decreased by -1.78% | Sep 30, 23 |
| 17 | Eagle Capital Management LLC | 13.36M (1.13%) | 2.36M Increased by +17.65% | Sep 30, 23 |
| 18 | Northern Trust Corp | 12.49M (1.05%) | 386.28K Increased by +3.09% | Sep 30, 23 |
| 19 | Bank of New York Mellon Corp | 12.03M (1.01%) | 1.15M Increased by +9.59% | Sep 30, 23 |
| 20 | Dimensional Fund Advisors, Inc. | 11.74M (0.99%) | -29.43K Decreased by -0.25% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 37.54M (3.17%) | 52.28K Increased by +0.14% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 29.19M (2.46%) | 268.77K Increased by +0.92% | Nov 30, 23 |
| 3 | Energy Select Sector SPDR® ETF | 28.63M (2.41%) | -86.79K Decreased by -0.30% | Dec 31, 23 |
| 4 | SPDR® S&P 500 ETF Trust | 14.64M (1.23%) | -102.78K Decreased by -0.70% | Dec 31, 23 |
| 5 | Fidelity® 500 Index | 13.95M (1.18%) | 88.80K Increased by +0.64% | Nov 30, 23 |
| 6 | MFS Value A | 13.69M (1.15%) | -151.85K Decreased by -1.11% | Nov 30, 23 |
| 7 | MFS Large Cap Value Equity | 13.47M (1.14%) | -365.44K Decreased by -2.71% | Sep 30, 23 |
| 8 | JPM US Equity Income-MA | 12.57M (1.06%) | 12.55M Increased by +99.90% | Sep 30, 23 |
| 9 | JPMorgan Equity Income I | 11.95M (1.01%) | -374.88K Decreased by -3.14% | Nov 30, 23 |
| 10 | iShares Core S&P 500 ETF | 11.83M (1.00%) | 7.06K Increased by +0.06% | Dec 29, 23 |
| 11 | Vanguard Equity-Income Inv | 11.75M (0.99%) | -871.99K Decreased by -7.42% | Sep 30, 23 |
| 12 | JPM US Equity Income-Composite | 11.72M (0.99%) | -849.04K Decreased by -7.25% | Dec 31, 23 |
| 13 | Vanguard Value Index Inv | 10.26M (0.87%) | 24.85K Increased by +0.24% | Nov 30, 23 |
| 14 | American Funds Washington Mutual A | 9.99M (0.84%) | -27.11K Decreased by -0.27% | Sep 30, 23 |
| 15 | Capital Group Wash Mutual Invtrs Comp | 9.99M (0.84%) | -27.11K Decreased by -0.27% | Sep 30, 23 |
| 16 | Dodge & Cox Stock I | 9.48M (0.80%) | 9.42M Increased by +99.31% | Sep 30, 23 |
| 17 | American Funds Income Fund of Amer A | 8.66M (0.73%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 18 | Vanguard Wellington™ Inv | 8.60M (0.73%) | -128.21K Decreased by -1.49% | Sep 30, 23 |
| 19 | Vanguard Institutional Index I | 7.98M (0.67%) | -17.21K Decreased by -0.22% | Nov 30, 23 |
| 20 | iShares MSCI USA Quality Factor ETF | 7.56M (0.64%) | 4.62K Increased by +0.06% | Dec 29, 23 |