| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKD | 1000.00% |
| 2 | IVE | 1000.00% |
| 3 | IVV | 1000.00% |
| 4 | IWX | 1000.00% |
| 5 | IWB | 1000.00% |
| 6 | IWD | 1000.00% |
| 7 | EXI | 1000.00% |
| 8 | IYY | 1000.00% |
| 9 | JKF | 1000.00% |
| 10 | IWL | 1000.00% |
| 11 | ILCB | 1000.00% |
| 12 | ILCV | 1000.00% |
| 13 | IWV | 1000.00% |
| 14 | ITOT | 1000.00% |
| 15 | IUSV | 1000.00% |
| 16 | MISL | 7.53% |
| 17 | HACK | 5.33% |
| 18 | PPA | 4.81% |
| 19 | UTRN | 4.05% |
| 20 | XAR | 3.98% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Longview Management Group LLC | 28.29M (11.13%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 22.42M (8.82%) | 133.06K Increased by +0.59% | Sep 30, 23 |
| 3 | Wellington Management Company LLP | 16.36M (6.44%) | 1.76M Increased by +10.73% | Sep 30, 23 |
| 4 | Newport Trust Co. | 16.29M (6.41%) | -147.32K Decreased by -0.90% | Sep 30, 23 |
| 5 | BlackRock Inc | 15.33M (6.03%) | -247.96K Decreased by -1.62% | Sep 30, 23 |
| 6 | State Street Corporation | 10.25M (4.03%) | 318.75K Increased by +3.11% | Sep 30, 23 |
| 7 | Bank of America Corp | 8.02M (3.16%) | -239.04K Decreased by -2.98% | Sep 30, 23 |
| 8 | Massachusetts Financial Services Company | 7.80M (3.07%) | -156.75K Decreased by -2.01% | Sep 30, 23 |
| 9 | JPMorgan Chase & Co | 6.38M (2.51%) | -1.22M Decreased by -19.05% | Sep 30, 23 |
| 10 | Wells Fargo & Co | 6.35M (2.50%) | -36.26K Decreased by -0.57% | Sep 30, 23 |
| 11 | Capital Research Global Investors | 6.06M (2.38%) | -2.31M Decreased by -38.11% | Sep 30, 23 |
| 12 | Geode Capital Management, LLC | 4.47M (1.76%) | 129.16K Increased by +2.89% | Sep 30, 23 |
| 13 | T. Rowe Price Associates, Inc. | 4.32M (1.70%) | 1.72M Increased by +39.79% | Sep 30, 23 |
| 14 | Sanders Capital, LLC | 4.02M (1.58%) | 17.06K Increased by +0.42% | Sep 30, 23 |
| 15 | Aristotle Capital Management LLC | 3.19M (1.26%) | -62.95K Decreased by -1.97% | Sep 30, 23 |
| 16 | Royal Bank of Canada | 3.03M (1.19%) | 32.75K Increased by +1.08% | Sep 30, 23 |
| 17 | Morgan Stanley - Brokerage Accounts | 2.47M (0.97%) | -56.20K Decreased by -2.28% | Sep 30, 23 |
| 18 | HHG PLC | 2.39M (0.94%) | -155.30K Decreased by -6.49% | Sep 30, 23 |
| 19 | FMR Inc | 2.29M (0.90%) | 275.95K Increased by +12.03% | Sep 30, 23 |
| 20 | Northern Trust Corp | 2.26M (0.89%) | 97.79K Increased by +4.33% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 7.70M (3.03%) | 9.19K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 5.52M (2.17%) | 51.39K Increased by +0.93% | Nov 30, 23 |
| 3 | Vanguard Dividend Growth Inv | 5.31M (2.09%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 4 | MFS Large Cap Value Equity | 4.38M (1.72%) | -118.69K Decreased by -2.71% | Sep 30, 23 |
| 5 | MFS Value A | 4.30M (1.69%) | -47.75K Decreased by -1.11% | Nov 30, 23 |
| 6 | Vanguard Equity-Income Inv | 3.34M (1.31%) | 463.20K Increased by +13.88% | Sep 30, 23 |
| 7 | JPM US Equity Income-MA | 3.11M (1.22%) | 3.10M Increased by +99.88% | Sep 30, 23 |
| 8 | JPMorgan Equity Income I | 2.96M (1.16%) | -90.48K Decreased by -3.06% | Nov 30, 23 |
| 9 | JPM US Equity Income-Composite | 2.90M (1.14%) | -209.01K Decreased by -7.21% | Dec 31, 23 |
| 10 | SPDR® S&P 500 ETF Trust | 2.79M (1.10%) | -19.56K Decreased by -0.70% | Dec 31, 23 |
| 11 | Fidelity® 500 Index | 2.64M (1.04%) | 16.81K Increased by +0.64% | Nov 30, 23 |
| 12 | American Funds Invmt Co of Amer A | 2.26M (0.89%) | -954.83K Decreased by -42.19% | Sep 30, 23 |
| 13 | Capital Group Investment Co of Amer Comp | 2.26M (0.89%) | -954.83K Decreased by -42.19% | Sep 30, 23 |
| 14 | iShares Core S&P 500 ETF | 2.26M (0.89%) | 1.35K Increased by +0.06% | Dec 29, 23 |
| 15 | Vanguard Value Index Inv | 2.11M (0.83%) | 5.75K Increased by +0.27% | Nov 30, 23 |
| 16 | Vanguard Windsor™ II Inv | 2.07M (0.81%) | 267.20K Increased by +12.92% | Sep 30, 23 |
| 17 | Vanguard Wellesley® Income Inv | 1.70M (0.67%) | 100.05K Increased by +5.88% | Sep 30, 23 |
| 18 | Franklin Rising Dividends A | 1.57M (0.62%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 19 | Franklin Rising Dividends Fund A | 1.57M (0.62%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | Vanguard Institutional Index I | 1.51M (0.59%) | -3.42K Decreased by -0.23% | Nov 30, 23 |