| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JXI | 1000.00% |
| 2 | HDV | 1000.00% |
| 3 | ITOT | 1000.00% |
| 4 | COMT | 1000.00% |
| 5 | IUSV | 1000.00% |
| 6 | IVE | 1000.00% |
| 7 | IVV | 1000.00% |
| 8 | IWB | 1000.00% |
| 9 | IWD | 1000.00% |
| 10 | IWL | 1000.00% |
| 11 | IWV | 1000.00% |
| 12 | IWX | 1000.00% |
| 13 | IYY | 1000.00% |
| 14 | JKD | 1000.00% |
| 15 | JKF | 1000.00% |
| 16 | IDU | 1000.00% |
| 17 | IGF | 1000.00% |
| 18 | ILCB | 1000.00% |
| 19 | ILCV | 1000.00% |
| 20 | XLU | 8.15% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 70.30M (9.14%) | 54.24K Increased by +0.08% | Sep 30, 23 |
| 2 | BlackRock Inc | 58.53M (7.61%) | 1.37M Increased by +2.33% | Sep 30, 23 |
| 3 | State Street Corporation | 40.90M (5.32%) | -1.60M Decreased by -3.92% | Sep 30, 23 |
| 4 | Wellington Management Company LLP | 23.01M (2.99%) | 1.00M Increased by +4.36% | Sep 30, 23 |
| 5 | Massachusetts Financial Services Company | 19.28M (2.51%) | 14.76K Increased by +0.08% | Sep 30, 23 |
| 6 | Geode Capital Management, LLC | 15.17M (1.97%) | 310.17K Increased by +2.04% | Sep 30, 23 |
| 7 | Capital Research Global Investors | 10.63M (1.38%) | 2.44M Increased by +22.98% | Sep 30, 23 |
| 8 | Morgan Stanley - Brokerage Accounts | 10.47M (1.36%) | 492.01K Increased by +4.70% | Sep 30, 23 |
| 9 | Royal Bank of Canada | 9.36M (1.22%) | -277.09K Decreased by -2.96% | Sep 30, 23 |
| 10 | Bank of America Corp | 8.25M (1.07%) | 843.88K Increased by +10.22% | Sep 30, 23 |
| 11 | Franklin Resources Inc | 8.07M (1.05%) | 141.92K Increased by +1.76% | Sep 30, 23 |
| 12 | Northern Trust Corp | 7.92M (1.03%) | 144.61K Increased by +1.83% | Sep 30, 23 |
| 13 | Charles Schwab Investment Management Inc | 7.67M (1.00%) | 124.11K Increased by +1.62% | Sep 30, 23 |
| 14 | FMR Inc | 7.21M (0.94%) | 715.07K Increased by +9.92% | Sep 30, 23 |
| 15 | Legal & General Group PLC | 6.96M (0.90%) | -314.49K Decreased by -4.52% | Sep 30, 23 |
| 16 | Neuberger Berman Group LLC | 6.37M (0.83%) | 1.02M Increased by +15.96% | Sep 30, 23 |
| 17 | Federated Hermes Inc | 6.30M (0.82%) | -156.59K Decreased by -2.48% | Sep 30, 23 |
| 18 | Bank of New York Mellon Corp | 5.71M (0.74%) | -218.73K Decreased by -3.83% | Sep 30, 23 |
| 19 | American Century Companies Inc | 5.09M (0.66%) | -351.20K Decreased by -6.89% | Sep 30, 23 |
| 20 | California Public Employees Retrmnt Sys | 4.71M (0.61%) | -6.80K Decreased by -0.14% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 24.17M (3.14%) | 29.11K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 18.79M (2.44%) | 175.93K Increased by +0.94% | Nov 30, 23 |
| 3 | Utilities Select Sector SPDR® ETF | 11.67M (1.52%) | -7.82K Decreased by -0.07% | Dec 29, 23 |
| 4 | MFS Large Cap Value Equity | 11.17M (1.45%) | -303.04K Decreased by -2.71% | Sep 30, 23 |
| 5 | MFS Value A | 10.99M (1.43%) | -121.91K Decreased by -1.11% | Nov 30, 23 |
| 6 | Vanguard Wellington™ Inv | 10.71M (1.39%) | -159.63K Decreased by -1.49% | Sep 30, 23 |
| 7 | SPDR® S&P 500 ETF Trust | 9.58M (1.25%) | 75.86K Increased by +0.79% | Dec 29, 23 |
| 8 | Fidelity® 500 Index | 8.98M (1.17%) | 57.16K Increased by +0.64% | Nov 30, 23 |
| 9 | iShares Core S&P 500 ETF | 7.68M (1.00%) | 4.58K Increased by +0.06% | Dec 29, 23 |
| 10 | Vanguard Value Index Inv | 6.61M (0.86%) | 18.94K Increased by +0.29% | Nov 30, 23 |
| 11 | Vanguard Institutional Index I | 5.14M (0.67%) | -10.31K Decreased by -0.20% | Nov 30, 23 |
| 12 | Vanguard Utilities ETF | 4.55M (0.59%) | -82.57K Decreased by -1.82% | Nov 30, 23 |
| 13 | Neuberger Berman Large Cap Value Inv | 4.47M (0.58%) | 696.24K Increased by +15.59% | Sep 30, 23 |
| 14 | iShares MSCI USA Min Vol Factor ETF | 4.19M (0.54%) | 2.81K Increased by +0.07% | Dec 29, 23 |
| 15 | American Funds Capital Income Bldr A | 3.79M (0.49%) | 461.52K Increased by +12.17% | Sep 30, 23 |
| 16 | State St S&P 500® Indx SL Cl III | 3.68M (0.48%) | 15.20K Increased by +0.41% | Nov 30, 23 |
| 17 | Federated Hermes Strategic Val Dividend | 3.58M (0.47%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 18 | Federated Hermes Strategic Value Div IS | 3.58M (0.47%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 19 | Franklin Income A1 | 3.50M (0.45%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | Vanguard High Dividend Yield ETF | 3.47M (0.45%) | -11.05K Decreased by -0.32% | Nov 30, 23 |