| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IMCV | 1000.00% |
| 2 | FILL | 1000.00% |
| 3 | IYE | 1000.00% |
| 4 | IXC | 1000.00% |
| 5 | IWV | 1000.00% |
| 6 | IWS | 1000.00% |
| 7 | IWR | 1000.00% |
| 8 | IWD | 1000.00% |
| 9 | IWB | 1000.00% |
| 10 | IVW | 1000.00% |
| 11 | IVV | 1000.00% |
| 12 | IUSG | 1000.00% |
| 13 | ILCV | 1000.00% |
| 14 | ITOT | 1000.00% |
| 15 | IMCB | 1000.00% |
| 16 | HDV | 1000.00% |
| 17 | JKI | 1000.00% |
| 18 | ILCB | 1000.00% |
| 19 | JKG | 1000.00% |
| 20 | JKF | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 21.69M (12.18%) | -221.91K Decreased by -1.02% | Sep 30, 23 |
| 2 | Wellington Management Company LLP | 14.27M (8.01%) | 648.32K Increased by +4.54% | Sep 30, 23 |
| 3 | BlackRock Inc | 13.89M (7.79%) | -181.00K Decreased by -1.30% | Sep 30, 23 |
| 4 | State Street Corporation | 11.57M (6.50%) | 128.60K Increased by +1.11% | Sep 30, 23 |
| 5 | Blackstone Inc | 5.85M (3.28%) | -2.10M Decreased by -35.89% | Sep 30, 23 |
| 6 | FMR Inc | 5.59M (3.14%) | -174.92K Decreased by -3.13% | Sep 30, 23 |
| 7 | JPMorgan Chase & Co | 5.47M (3.07%) | 886.20K Increased by +16.21% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 4.01M (2.25%) | 41.27K Increased by +1.03% | Sep 30, 23 |
| 9 | T. Rowe Price Associates, Inc. | 3.84M (2.15%) | 3.50M Increased by +91.13% | Sep 30, 23 |
| 10 | Morgan Stanley - Brokerage Accounts | 3.49M (1.96%) | 89.66K Increased by +2.57% | Sep 30, 23 |
| 11 | Nuveen Asset Management, LLC | 3.43M (1.93%) | 446.77K Increased by +13.02% | Sep 30, 23 |
| 12 | Amvescap Plc. | 3.32M (1.86%) | 206.19K Increased by +6.21% | Sep 30, 23 |
| 13 | Massachusetts Financial Services Company | 3.01M (1.69%) | 858.45K Increased by +28.54% | Sep 30, 23 |
| 14 | Pacer Advisors, INC. | 2.04M (1.15%) | 83.92K Increased by +4.10% | Sep 30, 23 |
| 15 | Dimensional Fund Advisors, Inc. | 2.03M (1.14%) | -30.32K Decreased by -1.50% | Sep 30, 23 |
| 16 | Northern Trust Corp | 2.00M (1.12%) | 12.24K Increased by +0.61% | Sep 30, 23 |
| 17 | Bank of New York Mellon Corp | 1.62M (0.91%) | -57.01K Decreased by -3.53% | Sep 30, 23 |
| 18 | Yacktman Asset Management Co | 1.45M (0.82%) | 957.00 Increased by +0.07% | Sep 30, 23 |
| 19 | T. Rowe Price Investment Management,Inc. | 1.42M (0.79%) | 130.01K Increased by +9.18% | Sep 30, 23 |
| 20 | Capital Research Global Investors | 1.41M (0.79%) | -591.00 Decreased by -0.04% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 5.59M (3.14%) | 6.58K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 4.36M (2.45%) | 37.35K Increased by +0.86% | Nov 30, 23 |
| 3 | Energy Select Sector SPDR® ETF | 4.35M (2.44%) | -13.18K Decreased by -0.30% | Dec 31, 23 |
| 4 | Vanguard Mid Cap Index Institutional | 4.06M (2.28%) | 4.26K Increased by +0.10% | Nov 30, 23 |
| 5 | Invesco QQQ Trust | 3.27M (1.84%) | 7.28K Increased by +0.22% | Dec 29, 23 |
| 6 | Vanguard Equity-Income Inv | 3.01M (1.69%) | 274.13K Increased by +9.10% | Sep 30, 23 |
| 7 | SPDR® S&P 500 ETF Trust | 2.21M (1.24%) | -15.48K Decreased by -0.70% | Dec 31, 23 |
| 8 | Fidelity® 500 Index | 2.08M (1.17%) | 13.26K Increased by +0.64% | Nov 30, 23 |
| 9 | Pacer US Cash Cows 100 ETF | 1.96M (1.10%) | 7.78K Increased by +0.40% | Dec 29, 23 |
| 10 | Vanguard Wellington™ Inv | 1.87M (1.05%) | -27.93K Decreased by -1.49% | Sep 30, 23 |
| 11 | iShares Core S&P 500 ETF | 1.78M (1.00%) | 1.06K Increased by +0.06% | Dec 29, 23 |
| 12 | Vanguard Wellesley® Income Inv | 1.75M (0.98%) | 83.22K Increased by +4.74% | Sep 30, 23 |
| 13 | Vanguard Growth Index Investor | 1.58M (0.88%) | 8.82K Increased by +0.56% | Nov 30, 23 |
| 14 | CREF Stock R1 | 1.55M (0.87%) | -224.63K Decreased by -14.46% | Nov 30, 23 |
| 15 | Hartford Dividend and Growth Y | 1.32M (0.74%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 16 | Diamond Hill Large Cap Equity | 1.31M (0.73%) | 415.37K Increased by +31.81% | Dec 31, 23 |
| 17 | Vanguard Mid-Cap Growth ETF | 1.24M (0.70%) | 3.90K Increased by +0.31% | Nov 30, 23 |
| 18 | Vanguard Institutional Index I | 1.19M (0.67%) | -2.04K Decreased by -0.17% | Nov 30, 23 |
| 19 | Vanguard Windsor Investor Shares | 1.15M (0.64%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 20 | MFS Mid Cap Value A | 1.11M (0.63%) | 185.38K Increased by +16.65% | Nov 30, 23 |