| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IVE | 1000.00% |
| 2 | JKI | 1000.00% |
| 3 | JKG | 1000.00% |
| 4 | JKF | 1000.00% |
| 5 | JKD | 1000.00% |
| 6 | IYY | 1000.00% |
| 7 | IYM | 1000.00% |
| 8 | IWV | 1000.00% |
| 9 | IWS | 1000.00% |
| 10 | IWR | 1000.00% |
| 11 | IWD | 1000.00% |
| 12 | IWB | 1000.00% |
| 13 | IVV | 1000.00% |
| 14 | IVEG | 1000.00% |
| 15 | IMCB | 1000.00% |
| 16 | IUSV | 1000.00% |
| 17 | ITOT | 1000.00% |
| 18 | IMCV | 1000.00% |
| 19 | ILCB | 1000.00% |
| 20 | ILCV | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 41.07M (11.92%) | -475.06K Decreased by -1.16% | Sep 30, 23 |
| 2 | BlackRock Inc | 35.90M (10.42%) | -623.89K Decreased by -1.74% | Sep 30, 23 |
| 3 | State Street Corporation | 22.67M (6.58%) | -736.26K Decreased by -3.25% | Sep 30, 23 |
| 4 | T. Rowe Price Associates, Inc. | 17.27M (5.01%) | 247.74K Increased by +1.43% | Sep 30, 23 |
| 5 | Amvescap Plc. | 14.27M (4.14%) | 16.80K Increased by +0.12% | Sep 30, 23 |
| 6 | Greenhaven Associates Inc | 9.81M (2.85%) | 685.85K Increased by +6.99% | Sep 30, 23 |
| 7 | Charles Schwab Investment Management Inc | 8.81M (2.56%) | 1.01M Increased by +11.48% | Sep 30, 23 |
| 8 | Franklin Resources Inc | 8.07M (2.34%) | -662.01K Decreased by -8.20% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 7.53M (2.19%) | 135.85K Increased by +1.80% | Sep 30, 23 |
| 10 | Royal Bank of Canada | 6.12M (1.78%) | -763.39K Decreased by -12.47% | Sep 30, 23 |
| 11 | Dimensional Fund Advisors, Inc. | 5.49M (1.59%) | 119.33K Increased by +2.17% | Sep 30, 23 |
| 12 | Morgan Stanley - Brokerage Accounts | 4.52M (1.31%) | -366.55K Decreased by -8.11% | Sep 30, 23 |
| 13 | MIZUHO MARKETS AMERICAS LLC | 4.07M (1.18%) | 4.07M Increased by +100.00% | Sep 30, 23 |
| 14 | Goldman Sachs Group Inc | 3.69M (1.07%) | 1.64M Increased by +44.59% | Sep 30, 23 |
| 15 | Northern Trust Corp | 3.62M (1.05%) | 151.08K Increased by +4.18% | Sep 30, 23 |
| 16 | Bank of New York Mellon Corp | 3.44M (1.00%) | -110.67K Decreased by -3.22% | Sep 30, 23 |
| 17 | Bank of America Corp | 3.43M (1.00%) | -1.20M Decreased by -34.87% | Sep 30, 23 |
| 18 | AQR Capital Management LLC | 2.96M (0.86%) | 777.27K Increased by +26.25% | Sep 30, 23 |
| 19 | Legal & General Group PLC | 2.36M (0.68%) | -103.47K Decreased by -4.39% | Sep 30, 23 |
| 20 | UBS Asset Mgmt Americas Inc | 2.35M (0.68%) | -90.31K Decreased by -3.84% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 10.83M (3.15%) | 12.61K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 8.43M (2.45%) | 80.70K Increased by +0.96% | Nov 30, 23 |
| 3 | iShares Select Dividend ETF | 7.95M (2.31%) | -4.92K Decreased by -0.06% | Dec 29, 23 |
| 4 | Vanguard Mid Cap Index Institutional | 7.87M (2.28%) | 5.16K Increased by +0.07% | Nov 30, 23 |
| 5 | T. Rowe Price Equity Income | 6.04M (1.75%) | -120.00K Decreased by -1.99% | Sep 30, 23 |
| 6 | T. Rowe Price US Lg-Cp Equity Inc Comp | 6.04M (1.75%) | -120.00K Decreased by -1.99% | Sep 30, 23 |
| 7 | Schwab US Dividend Equity ETF™ | 5.44M (1.58%) | 794.00 Increased by +0.01% | Dec 30, 23 |
| 8 | SPDR® S&P 500 ETF Trust | 4.30M (1.25%) | 34.03K Increased by +0.79% | Dec 29, 23 |
| 9 | Fidelity® 500 Index | 4.03M (1.17%) | 25.66K Increased by +0.64% | Nov 30, 23 |
| 10 | Invesco Comstock A | 4.03M (1.17%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 11 | Invesco Large Cap Value | 4.03M (1.17%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 12 | Franklin Mutual Shares Z | 3.49M (1.01%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 13 | iShares Core S&P 500 ETF | 3.45M (1.00%) | 2.06K Increased by +0.06% | Dec 29, 23 |
| 14 | Vanguard Value Index Inv | 2.96M (0.86%) | 6.27K Increased by +0.21% | Nov 30, 23 |
| 15 | Vanguard Mid-Cap Value ETF | 2.79M (0.81%) | -12.34K Decreased by -0.44% | Nov 30, 23 |
| 16 | SPDR® Portfolio S&P 500 High Div ETF | 2.68M (0.78%) | 3.86K Increased by +0.14% | Dec 29, 23 |
| 17 | Invesco S&P 500® Equal Weight ETF | 2.57M (0.75%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 18 | Vanguard Institutional Index I | 2.31M (0.67%) | 1.16K Increased by +0.05% | Nov 30, 23 |
| 19 | Invesco S&P 500® High Div Low Vol ETF | 2.28M (0.66%) | -4.20K Decreased by -0.18% | Dec 29, 23 |
| 20 | Materials Select Sector SPDR® ETF | 1.94M (0.56%) | 100.56K Increased by +5.17% | Dec 29, 23 |