| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IYE | 1000.00% |
| 2 | HDV | 1000.00% |
| 3 | JKF | 1000.00% |
| 4 | ILCB | 1000.00% |
| 5 | JKD | 1000.00% |
| 6 | ILCV | 1000.00% |
| 7 | ITOT | 1000.00% |
| 8 | IUSG | 1000.00% |
| 9 | IUSV | 1000.00% |
| 10 | IVE | 1000.00% |
| 11 | IVV | 1000.00% |
| 12 | IVW | 1000.00% |
| 13 | IWB | 1000.00% |
| 14 | IWD | 1000.00% |
| 15 | IWL | 1000.00% |
| 16 | IWV | 1000.00% |
| 17 | IWX | 1000.00% |
| 18 | IXC | 1000.00% |
| 19 | IYY | 1000.00% |
| 20 | NRGD | 10.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 54.07M (9.31%) | -211.25K Decreased by -0.39% | Sep 30, 23 |
| 2 | BlackRock Inc | 40.44M (6.96%) | -2.36M Decreased by -5.84% | Sep 30, 23 |
| 3 | Capital Research Global Investors | 36.28M (6.25%) | 2.35M Increased by +6.49% | Sep 30, 23 |
| 4 | State Street Corporation | 34.68M (5.97%) | 928.84K Increased by +2.68% | Sep 30, 23 |
| 5 | JPMorgan Chase & Co | 29.37M (5.06%) | 2.52M Increased by +8.57% | Sep 30, 23 |
| 6 | Wellington Management Company LLP | 23.60M (4.06%) | -2.07M Decreased by -8.77% | Sep 30, 23 |
| 7 | Capital World Investors | 15.97M (2.75%) | 6.24M Increased by +39.05% | Sep 30, 23 |
| 8 | Charles Schwab Investment Management Inc | 12.94M (2.23%) | 145.69K Increased by +1.13% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 12.47M (2.15%) | 291.70K Increased by +2.34% | Sep 30, 23 |
| 10 | Capital Research & Mgmt Co - Division 3 | 12.13M (2.09%) | -1.69M Decreased by -13.94% | Sep 30, 23 |
| 11 | Ameriprise Financial Inc | 11.53M (1.99%) | 892.95K Increased by +7.74% | Sep 30, 23 |
| 12 | T. Rowe Price Associates, Inc. | 10.07M (1.73%) | 369.22K Increased by +3.67% | Sep 30, 23 |
| 13 | Royal Bank of Canada | 9.80M (1.69%) | -820.64K Decreased by -8.38% | Sep 30, 23 |
| 14 | FMR Inc | 9.52M (1.64%) | -92.23K Decreased by -0.97% | Sep 30, 23 |
| 15 | Nuveen Asset Management, LLC | 9.47M (1.63%) | -1.00M Decreased by -10.61% | Sep 30, 23 |
| 16 | Harris Associates L.P. | 7.91M (1.36%) | -714.54K Decreased by -9.03% | Sep 30, 23 |
| 17 | Morgan Stanley - Brokerage Accounts | 7.79M (1.34%) | 116.86K Increased by +1.50% | Sep 30, 23 |
| 18 | Northern Trust Corp | 6.26M (1.08%) | 185.88K Increased by +2.97% | Sep 30, 23 |
| 19 | Massachusetts Financial Services Company | 6.26M (1.08%) | -184.69K Decreased by -2.95% | Sep 30, 23 |
| 20 | Bank of America Corp | 5.45M (0.94%) | -208.66K Decreased by -3.83% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | 2ndVote Advisers Shareholders First | 20.68M (3.56%) | 0.00 Increased by 0.00% | Mar 31, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 18.26M (3.14%) | 32.50K Increased by +0.18% | Nov 30, 23 |
| 3 | Energy Select Sector SPDR® ETF | 14.53M (2.50%) | 54.39K Increased by +0.37% | Nov 30, 23 |
| 4 | Vanguard Institutional 500 Index Trust | 14.19M (2.44%) | 132.83K Increased by +0.94% | Nov 30, 23 |
| 5 | American Funds Growth Fund of Amer A | 11.34M (1.95%) | 714.77K Increased by +6.31% | Sep 30, 23 |
| 6 | Capital Group Growth Fnd of Amer Comp | 11.34M (1.95%) | 714.77K Increased by +6.31% | Sep 30, 23 |
| 7 | American Funds Invmt Co of Amer A | 10.00M (1.72%) | 481.80K Increased by +4.82% | Sep 30, 23 |
| 8 | Capital Group Investment Co of Amer Comp | 10.00M (1.72%) | 481.80K Increased by +4.82% | Sep 30, 23 |
| 9 | Schwab US Dividend Equity ETF™ | 9.38M (1.62%) | 13.16K Increased by +0.14% | Nov 30, 23 |
| 10 | Vanguard Equity-Income Inv | 9.27M (1.60%) | -969.17K Decreased by -10.46% | Sep 30, 23 |
| 11 | American Funds Income Fund of Amer A | 8.98M (1.55%) | 4.85M Increased by +53.98% | Sep 30, 23 |
| 12 | American Funds Washington Mutual A | 7.61M (1.31%) | 468.07K Increased by +6.15% | Sep 30, 23 |
| 13 | Capital Group Wash Mutual Invtrs Comp | 7.61M (1.31%) | 468.07K Increased by +6.15% | Sep 30, 23 |
| 14 | Fidelity® 500 Index | 6.74M (1.16%) | 53.71K Increased by +0.80% | Oct 31, 23 |
| 15 | JPM US Equity Income-Composite | 6.68M (1.15%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 16 | JPM US Equity Income-MA | 6.68M (1.15%) | 6.67M Increased by +99.90% | Sep 30, 23 |
| 17 | SPDR® S&P 500 ETF Trust | 6.60M (1.14%) | 21.11K Increased by +0.32% | Nov 30, 23 |
| 18 | JPMorgan Equity Income I | 6.55M (1.13%) | -128.47K Decreased by -1.96% | Oct 31, 23 |
| 19 | American Funds American Mutual A | 6.01M (1.03%) | -513.23K Decreased by -8.54% | Sep 30, 23 |
| 20 | Capital Group American Mutual Comp | 6.01M (1.03%) | -513.23K Decreased by -8.54% | Sep 30, 23 |