| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IYY | 1000.00% |
| 2 | IWV | 1000.00% |
| 3 | JKD | 1000.00% |
| 4 | IUSV | 1000.00% |
| 5 | ITOT | 1000.00% |
| 6 | JKI | 1000.00% |
| 7 | IMCV | 1000.00% |
| 8 | IMCG | 1000.00% |
| 9 | IMCB | 1000.00% |
| 10 | ILCV | 1000.00% |
| 11 | ILCG | 1000.00% |
| 12 | ILCB | 1000.00% |
| 13 | IVE | 1000.00% |
| 14 | IVV | 1000.00% |
| 15 | HDV | 1000.00% |
| 16 | IVW | 1000.00% |
| 17 | IWB | 1000.00% |
| 18 | IWD | 1000.00% |
| 19 | IWF | 1000.00% |
| 20 | IWP | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Capital World Investors | 16.42M (13.82%) | -12.11K Decreased by -0.07% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 14.08M (11.85%) | -90.53K Decreased by -0.64% | Sep 30, 23 |
| 3 | Capital Research & Mgmt Co - Division 3 | 11.78M (9.92%) | -290.34K Decreased by -2.46% | Sep 30, 23 |
| 4 | BlackRock Inc | 8.26M (6.95%) | -48.37K Decreased by -0.59% | Sep 30, 23 |
| 5 | State Street Corporation | 4.84M (4.07%) | -745.61K Decreased by -15.41% | Sep 30, 23 |
| 6 | Geode Capital Management, LLC | 2.60M (2.18%) | 49.84K Increased by +1.92% | Sep 30, 23 |
| 7 | Charles Schwab Investment Management Inc | 2.58M (2.17%) | 52.86K Increased by +2.05% | Sep 30, 23 |
| 8 | Victory Capital Management Inc. | 2.29M (1.93%) | 200.34K Increased by +8.75% | Sep 30, 23 |
| 9 | Newport Trust Co. | 2.08M (1.75%) | 4.43K Increased by +0.21% | Sep 30, 23 |
| 10 | Raymond James & Associates | 1.83M (1.54%) | 64.18K Increased by +3.50% | Sep 30, 23 |
| 11 | Bank of America Corp | 1.83M (1.54%) | 236.33K Increased by +12.95% | Sep 30, 23 |
| 12 | Morgan Stanley - Brokerage Accounts | 1.67M (1.41%) | 202.14K Increased by +12.11% | Sep 30, 23 |
| 13 | Wellington Management Company LLP | 1.64M (1.38%) | 9.23K Increased by +0.56% | Sep 30, 23 |
| 14 | Amvescap Plc. | 1.60M (1.35%) | 340.47K Increased by +21.25% | Sep 30, 23 |
| 15 | Northern Trust Corp | 1.47M (1.24%) | 75.29K Increased by +5.13% | Sep 30, 23 |
| 16 | Arrowstreet Capital Limited Partnership | 1.46M (1.23%) | 39.53K Increased by +2.71% | Sep 30, 23 |
| 17 | Congress Asset Management Company, LLP | 1.41M (1.19%) | 12.80K Increased by +0.91% | Sep 30, 23 |
| 18 | Earnest Partners LLC | 1.40M (1.18%) | 57.19K Increased by +4.09% | Sep 30, 23 |
| 19 | JPMorgan Chase & Co | 1.28M (1.07%) | -4.44K Decreased by -0.35% | Sep 30, 23 |
| 20 | Bank of New York Mellon Corp | 1.17M (0.99%) | 3.30K Increased by +0.28% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | American Funds Washington Mutual A | 8.46M (7.12%) | 445.80K Increased by +5.27% | Sep 30, 23 |
| 2 | Capital Group Wash Mutual Invtrs Comp | 8.46M (7.12%) | 445.80K Increased by +5.27% | Sep 30, 23 |
| 3 | American Funds Income Fund of Amer A | 5.65M (4.75%) | 198.38K Increased by +3.51% | Sep 30, 23 |
| 4 | American Funds American Balanced A | 5.15M (4.33%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 3.78M (3.18%) | 4.54K Increased by +0.12% | Nov 30, 23 |
| 6 | Vanguard Institutional 500 Index Trust | 2.94M (2.48%) | 26.64K Increased by +0.90% | Nov 30, 23 |
| 7 | Vanguard Mid Cap Index Institutional | 2.75M (2.31%) | 5.20K Increased by +0.19% | Nov 30, 23 |
| 8 | American Funds Growth Fund of Amer A | 1.98M (1.67%) | -1.13M Decreased by -56.91% | Sep 30, 23 |
| 9 | Capital Group Growth Fnd of Amer Comp | 1.98M (1.67%) | -1.13M Decreased by -56.91% | Sep 30, 23 |
| 10 | Schwab US Dividend Equity ETF™ | 1.90M (1.60%) | 278.00 Increased by +0.01% | Dec 30, 23 |
| 11 | SPDR® S&P 500 ETF Trust | 1.49M (1.26%) | -10.37K Decreased by -0.69% | Dec 31, 23 |
| 12 | Victory Sycamore Established Value R | 1.48M (1.24%) | 210.00K Increased by +14.24% | Sep 30, 23 |
| 13 | Fidelity® 500 Index | 1.41M (1.19%) | 8.96K Increased by +0.64% | Nov 30, 23 |
| 14 | Vanguard Wellesley® Income Inv | 1.24M (1.05%) | 240.00 Increased by +0.02% | Sep 30, 23 |
| 15 | iShares Core S&P 500 ETF | 1.20M (1.01%) | 720.00 Increased by +0.06% | Dec 29, 23 |
| 16 | American Funds Fundamental Invs A | 1.05M (0.88%) | -646.00 Decreased by -0.06% | Sep 30, 23 |
| 17 | Capital Group Fundamental Invtrs Comp | 1.05M (0.88%) | -646.00 Decreased by -0.06% | Sep 30, 23 |
| 18 | Vanguard Value Index Inv | 1.03M (0.87%) | 1.39K Increased by +0.13% | Nov 30, 23 |
| 19 | Vanguard Mid-Cap Value ETF | 972.95K (0.82%) | -4.28K Decreased by -0.44% | Nov 30, 23 |
| 20 | American Funds American Mutual A | 932.21K (0.78%) | -1.94K Decreased by -0.21% | Sep 30, 23 |