| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IMCV | 1000.00% |
| 2 | JXI | 1000.00% |
| 3 | JKI | 1000.00% |
| 4 | JKG | 1000.00% |
| 5 | JKF | 1000.00% |
| 6 | JKE | 1000.00% |
| 7 | JKD | 1000.00% |
| 8 | IYY | 1000.00% |
| 9 | IWX | 1000.00% |
| 10 | IWV | 1000.00% |
| 11 | IWL | 1000.00% |
| 12 | IWD | 1000.00% |
| 13 | IWB | 1000.00% |
| 14 | IVV | 1000.00% |
| 15 | IVE | 1000.00% |
| 16 | IUSV | 1000.00% |
| 17 | ITOT | 1000.00% |
| 18 | IMCG | 1000.00% |
| 19 | IMCB | 1000.00% |
| 20 | ILCV | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 76.10M (9.11%) | 181.70K Increased by +0.24% | Sep 30, 23 |
| 2 | BlackRock Inc | 59.11M (7.07%) | -801.17K Decreased by -1.36% | Sep 30, 23 |
| 3 | State Street Corporation | 46.76M (5.60%) | -1.58M Decreased by -3.38% | Sep 30, 23 |
| 4 | Massachusetts Financial Services Company | 27.23M (3.26%) | -135.98K Decreased by -0.50% | Sep 30, 23 |
| 5 | JPMorgan Chase & Co | 23.39M (2.80%) | 1.96M Increased by +8.38% | Sep 30, 23 |
| 6 | T. Rowe Price Associates, Inc. | 21.85M (2.62%) | 1.00M Increased by +4.58% | Sep 30, 23 |
| 7 | Amvescap Plc. | 16.53M (1.98%) | -484.79K Decreased by -2.93% | Sep 30, 23 |
| 8 | Wellington Management Company LLP | 16.34M (1.96%) | 14.11M Increased by +86.32% | Sep 30, 23 |
| 9 | Dodge & Cox | 16.33M (1.95%) | 899.17K Increased by +5.51% | Sep 30, 23 |
| 10 | Geode Capital Management, LLC | 15.44M (1.85%) | 301.33K Increased by +1.95% | Sep 30, 23 |
| 11 | Franklin Resources Inc | 14.00M (1.68%) | 370.00 Increased by +0.00% | Sep 30, 23 |
| 12 | FMR Inc | 13.75M (1.65%) | -1.38M Decreased by -10.04% | Sep 30, 23 |
| 13 | Canada Pension Plan Investment Board | 11.47M (1.37%) | -25.10K Decreased by -0.22% | Sep 30, 23 |
| 14 | Bank of America Corp | 10.81M (1.29%) | -320.56K Decreased by -2.97% | Sep 30, 23 |
| 15 | Bank of New York Mellon Corp | 9.81M (1.17%) | -122.09K Decreased by -1.24% | Sep 30, 23 |
| 16 | Nuveen Asset Management, LLC | 8.89M (1.06%) | 1.09M Increased by +12.23% | Sep 30, 23 |
| 17 | Northern Trust Corp | 8.53M (1.02%) | 220.24K Increased by +2.58% | Sep 30, 23 |
| 18 | Legal & General Group PLC | 8.52M (1.02%) | -155.63K Decreased by -1.83% | Sep 30, 23 |
| 19 | Royal Bank of Canada | 8.48M (1.02%) | -15.72K Decreased by -0.19% | Sep 30, 23 |
| 20 | Goldman Sachs Group Inc | 8.03M (0.96%) | 3.91M Increased by +48.69% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 26.25M (3.14%) | 54.54K Increased by +0.21% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 20.39M (2.44%) | 175.55K Increased by +0.86% | Nov 30, 23 |
| 3 | MFS Large Cap Value Equity | 15.05M (1.80%) | -408.13K Decreased by -2.71% | Sep 30, 23 |
| 4 | MFS Value A | 14.80M (1.77%) | -164.18K Decreased by -1.11% | Nov 30, 23 |
| 5 | Utilities Select Sector SPDR® ETF | 12.63M (1.51%) | -35.46K Decreased by -0.28% | Dec 31, 23 |
| 6 | Dodge & Cox Stock I | 11.25M (1.35%) | 11.19M Increased by +99.50% | Sep 30, 23 |
| 7 | SPDR® S&P 500 ETF Trust | 10.31M (1.23%) | -72.42K Decreased by -0.70% | Dec 31, 23 |
| 8 | Fidelity® 500 Index | 9.75M (1.17%) | 62.06K Increased by +0.64% | Nov 30, 23 |
| 9 | Franklin Income A1 | 8.50M (1.02%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | iShares Core S&P 500 ETF | 8.33M (1.00%) | 4.98K Increased by +0.06% | Dec 29, 23 |
| 11 | Vanguard Equity-Income Inv | 7.35M (0.88%) | 7.35M Increased by +100.00% | Sep 30, 23 |
| 12 | Vanguard Value Index Inv | 7.18M (0.86%) | 27.65K Increased by +0.39% | Nov 30, 23 |
| 13 | JPM US Equity Income-MA | 7.13M (0.85%) | 7.12M Increased by +99.91% | Sep 30, 23 |
| 14 | JPMorgan Equity Income I | 6.98M (0.84%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | JPM US Equity Income-Composite | 6.84M (0.82%) | -283.70K Decreased by -4.14% | Dec 31, 23 |
| 16 | Vanguard Institutional Index I | 5.58M (0.67%) | -12.12K Decreased by -0.22% | Nov 30, 23 |
| 17 | iShares Select Dividend ETF | 5.25M (0.63%) | -3.25K Decreased by -0.06% | Dec 29, 23 |
| 18 | Vanguard Utilities ETF | 4.94M (0.59%) | -85.03K Decreased by -1.72% | Nov 30, 23 |
| 19 | T. Rowe Price Equity Income | 4.78M (0.57%) | 115.00K Increased by +2.41% | Sep 30, 23 |
| 20 | T. Rowe Price US Lg-Cp Equity Inc Comp | 4.78M (0.57%) | 115.00K Increased by +2.41% | Sep 30, 23 |