| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWD | 1000.00% |
| 2 | IUSV | 1000.00% |
| 3 | IVE | 1000.00% |
| 4 | ILCB | 1000.00% |
| 5 | ILCV | 1000.00% |
| 6 | IVV | 1000.00% |
| 7 | IWV | 1000.00% |
| 8 | IWS | 1000.00% |
| 9 | IWR | 1000.00% |
| 10 | IWB | 1000.00% |
| 11 | IMCV | 1000.00% |
| 12 | IMCB | 1000.00% |
| 13 | JKI | 1000.00% |
| 14 | JKG | 1000.00% |
| 15 | HDV | 1000.00% |
| 16 | JKF | 1000.00% |
| 17 | GLOF | 1000.00% |
| 18 | JKD | 1000.00% |
| 19 | ITOT | 1000.00% |
| 20 | JXI | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 25.21M (12.26%) | -736.98K Decreased by -2.92% | Sep 30, 23 |
| 2 | Capital Research Global Investors | 20.53M (9.99%) | 3.10M Increased by +15.09% | Sep 30, 23 |
| 3 | BlackRock Inc | 17.90M (8.71%) | -1.28M Decreased by -7.16% | Sep 30, 23 |
| 4 | State Street Corporation | 9.89M (4.81%) | -381.93K Decreased by -3.86% | Sep 30, 23 |
| 5 | T. Rowe Price Investment Management,Inc. | 7.68M (3.74%) | 3.51M Increased by +45.62% | Sep 30, 23 |
| 6 | Ameriprise Financial Inc | 5.13M (2.50%) | 724.56K Increased by +14.12% | Sep 30, 23 |
| 7 | Neuberger Berman Group LLC | 4.67M (2.27%) | 754.66K Increased by +16.17% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 4.43M (2.16%) | 94.22K Increased by +2.12% | Sep 30, 23 |
| 9 | Pictet Asset Manangement SA | 3.00M (1.46%) | 3.00M Increased by +100.00% | Sep 30, 23 |
| 10 | Capital World Investors | 2.39M (1.16%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 11 | Amvescap Plc. | 2.23M (1.08%) | 137.96K Increased by +6.19% | Sep 30, 23 |
| 12 | Morgan Stanley - Brokerage Accounts | 2.13M (1.04%) | 27.02K Increased by +1.27% | Sep 30, 23 |
| 13 | Franklin Resources Inc | 2.11M (1.03%) | 1.47K Increased by +0.07% | Sep 30, 23 |
| 14 | Northern Trust Corp | 1.92M (0.94%) | 27.89K Increased by +1.45% | Sep 30, 23 |
| 15 | FMR Inc | 1.79M (0.87%) | -240.74K Decreased by -13.48% | Sep 30, 23 |
| 16 | Massachusetts Financial Services Company | 1.64M (0.80%) | -24.54K Decreased by -1.49% | Sep 30, 23 |
| 17 | Legal & General Group PLC | 1.54M (0.75%) | -47.24K Decreased by -3.07% | Sep 30, 23 |
| 18 | Boston Partners Global Investors, Inc | 1.52M (0.74%) | 1.59K Increased by +0.10% | Sep 30, 23 |
| 19 | Bank of New York Mellon Corp | 1.52M (0.74%) | -62.41K Decreased by -4.12% | Sep 30, 23 |
| 20 | California Public Employees Retrmnt Sys | 1.23M (0.60%) | 27.22K Increased by +2.21% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | American Funds Income Fund of Amer A | 6.50M (3.16%) | 200.35K Increased by +3.08% | Sep 30, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 5.49M (2.67%) | 6.32K Increased by +0.12% | Nov 30, 23 |
| 3 | Vanguard Institutional 500 Index Trust | 5.03M (2.44%) | 48.85K Increased by +0.97% | Nov 30, 23 |
| 4 | T. Rowe Price Capital Appreciation | 4.95M (2.41%) | 2.27M Increased by +45.79% | Sep 30, 23 |
| 5 | American Funds Capital Income Bldr A | 4.94M (2.40%) | 773.05K Increased by +15.65% | Sep 30, 23 |
| 6 | American Funds American Mutual A | 4.28M (2.08%) | 91.10K Increased by +2.13% | Sep 30, 23 |
| 7 | Capital Group American Mutual Comp | 4.28M (2.08%) | 91.10K Increased by +2.13% | Sep 30, 23 |
| 8 | Vanguard Mid Cap Index Institutional | 3.98M (1.94%) | 3.50K Increased by +0.09% | Nov 30, 23 |
| 9 | Neuberger Berman Large Cap Value Inv | 3.28M (1.59%) | 526.78K Increased by +16.08% | Sep 30, 23 |
| 10 | Utilities Select Sector SPDR® ETF | 3.11M (1.51%) | -8.73K Decreased by -0.28% | Dec 31, 23 |
| 11 | American Funds Capital World Gr&Inc A | 2.75M (1.34%) | -2.09K Decreased by -0.08% | Sep 30, 23 |
| 12 | Capital Group World Growth & Inc Cmp | 2.75M (1.34%) | -2.09K Decreased by -0.08% | Sep 30, 23 |
| 13 | SPDR® S&P 500 ETF Trust | 2.54M (1.24%) | -17.81K Decreased by -0.70% | Dec 31, 23 |
| 14 | Fidelity® 500 Index | 2.40M (1.17%) | 15.29K Increased by +0.64% | Nov 30, 23 |
| 15 | iShares Core S&P 500 ETF | 2.05M (1.00%) | 1.23K Increased by +0.06% | Dec 29, 23 |
| 16 | JHancock Disciplined Value Mid Cap I | 1.98M (0.96%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 17 | iShares Select Dividend ETF | 1.95M (0.95%) | -1.20K Decreased by -0.06% | Dec 29, 23 |
| 18 | American Funds Global Balanced R6 | 1.92M (0.93%) | 112.25K Increased by +5.85% | Sep 30, 23 |
| 19 | Franklin Utilities A1 | 1.50M (0.73%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | Franklin Utilities Fund A1 | 1.50M (0.73%) | 0.00 Increased by 0.00% | Nov 30, 23 |