| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IYY | 1000.00% |
| 2 | EXI | 1000.00% |
| 3 | GLOF | 1000.00% |
| 4 | ILCB | 1000.00% |
| 5 | ILCV | 1000.00% |
| 6 | ITOT | 1000.00% |
| 7 | IUSV | 1000.00% |
| 8 | IVE | 1000.00% |
| 9 | IVV | 1000.00% |
| 10 | IVW | 1000.00% |
| 11 | IWB | 1000.00% |
| 12 | IWD | 1000.00% |
| 13 | JKF | 1000.00% |
| 14 | IWL | 1000.00% |
| 15 | JKD | 1000.00% |
| 16 | IWV | 1000.00% |
| 17 | IWX | 1000.00% |
| 18 | SUPL | 4.46% |
| 19 | DVAL | 4.40% |
| 20 | UTRN | 4.13% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 176.53M (8.96%) | -2.04M Decreased by -1.15% | Sep 30, 23 |
| 2 | BlackRock Inc | 142.35M (7.23%) | 8.82M Increased by +6.19% | Sep 30, 23 |
| 3 | State Street Corporation | 83.34M (4.23%) | -2.34M Decreased by -2.81% | Sep 30, 23 |
| 4 | Capital World Investors | 65.41M (3.32%) | -22.37M Decreased by -34.19% | Sep 30, 23 |
| 5 | T. Rowe Price Associates, Inc. | 54.89M (2.79%) | 8.45M Increased by +15.38% | Sep 30, 23 |
| 6 | Soroban Capital Partners LP | 42.62M (2.16%) | -9.97M Decreased by -23.40% | Sep 30, 23 |
| 7 | Geode Capital Management, LLC | 39.06M (1.98%) | 141.88K Increased by +0.36% | Sep 30, 23 |
| 8 | Capital Research & Mgmt Co - Division 3 | 35.31M (1.79%) | 4.07M Increased by +11.53% | Sep 30, 23 |
| 9 | Bank of America Corp | 31.04M (1.58%) | 386.32K Increased by +1.24% | Sep 30, 23 |
| 10 | Lazard Asset Management LLC | 29.19M (1.48%) | 2.75M Increased by +9.42% | Sep 30, 23 |
| 11 | Morgan Stanley - Brokerage Accounts | 24.34M (1.24%) | 739.41K Increased by +3.04% | Sep 30, 23 |
| 12 | Capital Research Global Investors | 23.27M (1.18%) | -5.34M Decreased by -22.95% | Sep 30, 23 |
| 13 | JPMorgan Chase & Co | 22.66M (1.15%) | 3.37M Increased by +14.87% | Sep 30, 23 |
| 14 | Fisher Asset Management, LLC | 21.91M (1.11%) | 326.27K Increased by +1.49% | Sep 30, 23 |
| 15 | Royal Bank of Canada | 21.49M (1.09%) | -1.45M Decreased by -6.73% | Sep 30, 23 |
| 16 | Northern Trust Corp | 21.31M (1.08%) | 303.68K Increased by +1.43% | Sep 30, 23 |
| 17 | Bank of New York Mellon Corp | 18.56M (0.94%) | -392.63K Decreased by -2.12% | Sep 30, 23 |
| 18 | Legal & General Group PLC | 18.53M (0.94%) | -756.89K Decreased by -4.08% | Sep 30, 23 |
| 19 | Neuberger Berman Group LLC | 17.79M (0.90%) | 266.05K Increased by +1.50% | Sep 30, 23 |
| 20 | AllianceBernstein L.P. | 16.53M (0.84%) | -1.59M Decreased by -9.62% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 62.85M (3.19%) | 74.44K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 48.90M (2.48%) | 455.75K Increased by +0.93% | Nov 30, 23 |
| 3 | American Funds Washington Mutual A | 42.70M (2.17%) | -5.28M Decreased by -12.37% | Sep 30, 23 |
| 4 | Capital Group Wash Mutual Invtrs Comp | 42.70M (2.17%) | -5.28M Decreased by -12.37% | Sep 30, 23 |
| 5 | Invesco QQQ Trust | 36.14M (1.84%) | 80.42K Increased by +0.22% | Dec 29, 23 |
| 6 | SPDR® S&P 500 ETF Trust | 24.36M (1.24%) | -171.11K Decreased by -0.70% | Dec 31, 23 |
| 7 | Fidelity® 500 Index | 23.38M (1.19%) | 148.78K Increased by +0.64% | Nov 30, 23 |
| 8 | American Funds Fundamental Invs A | 22.27M (1.13%) | -2.87M Decreased by -12.90% | Sep 30, 23 |
| 9 | Capital Group Fundamental Invtrs Comp | 22.27M (1.13%) | -2.87M Decreased by -12.90% | Sep 30, 23 |
| 10 | iShares Core S&P 500 ETF | 19.68M (1.00%) | 11.75K Increased by +0.06% | Dec 29, 23 |
| 11 | Vanguard Value Index Inv | 17.20M (0.87%) | 44.40K Increased by +0.26% | Nov 30, 23 |
| 12 | American Funds American Mutual A | 13.49M (0.68%) | -28.07K Decreased by -0.21% | Sep 30, 23 |
| 13 | Capital Group American Mutual Comp | 13.49M (0.68%) | -28.07K Decreased by -0.21% | Sep 30, 23 |
| 14 | Vanguard Institutional Index I | 13.37M (0.68%) | -29.02K Decreased by -0.22% | Nov 30, 23 |
| 15 | Lazard Glbl Listed Infrastruct USD Hedge | 13.26M (0.67%) | 1.05M Increased by +7.92% | Sep 30, 23 |
| 16 | T. Rowe Price US Value Equity Composite | 12.68M (0.64%) | -757.30K Decreased by -5.97% | Sep 30, 23 |
| 17 | T. Rowe Price Value | 12.68M (0.64%) | -757.30K Decreased by -5.97% | Sep 30, 23 |
| 18 | Lazard Global Listed Infrastructure Inst | 11.81M (0.60%) | -1.45M Decreased by -12.28% | Dec 31, 23 |
| 19 | Vanguard Dividend Appreciation ETF | 11.56M (0.59%) | 78.88K Increased by +0.68% | Nov 30, 23 |
| 20 | American Funds American Balanced A | 11.43M (0.58%) | -1.06M Decreased by -9.29% | Sep 30, 23 |