| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ILCB | 1000.00% |
| 2 | JKF | 1000.00% |
| 3 | JKD | 1000.00% |
| 4 | IYY | 1000.00% |
| 5 | IWY | 1000.00% |
| 6 | IWX | 1000.00% |
| 7 | IWV | 1000.00% |
| 8 | EXI | 1000.00% |
| 9 | IWL | 1000.00% |
| 10 | IWF | 1000.00% |
| 11 | IWD | 1000.00% |
| 12 | IWB | 1000.00% |
| 13 | IVW | 1000.00% |
| 14 | IVV | 1000.00% |
| 15 | IVE | 1000.00% |
| 16 | IUSV | 1000.00% |
| 17 | IUSG | 1000.00% |
| 18 | ITOT | 1000.00% |
| 19 | ILCV | 1000.00% |
| 20 | UTRN | 3.98% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 26.21M (9.58%) | 1.24M Increased by +4.73% | Sep 30, 23 |
| 2 | Briar Hall Management LLC | 26.16M (9.56%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 3 | BlackRock Inc | 21.59M (7.89%) | -480.77K Decreased by -2.23% | Sep 30, 23 |
| 4 | State Farm Mutual Automobile Ins Co | 21.03M (7.68%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 5 | Northern Trust Corp | 12.83M (4.69%) | 244.15K Increased by +1.90% | Sep 30, 23 |
| 6 | State Street Corporation | 12.06M (4.41%) | -44.45K Decreased by -0.37% | Sep 30, 23 |
| 7 | Wells Fargo & Co | 7.59M (2.77%) | -6.43K Decreased by -0.08% | Sep 30, 23 |
| 8 | Charles Schwab Investment Management Inc | 6.90M (2.52%) | 97.57K Increased by +1.41% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 5.87M (2.14%) | 88.10K Increased by +1.50% | Sep 30, 23 |
| 10 | Capital Research Global Investors | 5.54M (2.02%) | -14.33K Decreased by -0.26% | Sep 30, 23 |
| 11 | Massachusetts Financial Services Company | 4.70M (1.72%) | -1.13M Decreased by -23.97% | Sep 30, 23 |
| 12 | Morgan Stanley - Brokerage Accounts | 4.30M (1.57%) | 2.80K Increased by +0.07% | Sep 30, 23 |
| 13 | Wellington Management Company LLP | 4.04M (1.48%) | -359.15K Decreased by -8.89% | Sep 30, 23 |
| 14 | Bank of America Corp | 3.70M (1.35%) | 184.78K Increased by +4.99% | Sep 30, 23 |
| 15 | Bank of New York Mellon Corp | 3.03M (1.11%) | -83.52K Decreased by -2.76% | Sep 30, 23 |
| 16 | Goldman Sachs Group Inc | 3.01M (1.10%) | 271.88K Increased by +9.02% | Sep 30, 23 |
| 17 | Fisher Asset Management, LLC | 2.83M (1.03%) | 193.85K Increased by +6.85% | Sep 30, 23 |
| 18 | Legal & General Group PLC | 2.19M (0.80%) | -85.39K Decreased by -3.90% | Sep 30, 23 |
| 19 | Amundi | 1.96M (0.72%) | 65.20K Increased by +3.32% | Sep 30, 23 |
| 20 | Stifel Financial Corp | 1.74M (0.64%) | 22.24K Increased by +1.28% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 9.00M (3.29%) | 13.68K Increased by +0.15% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 6.71M (2.45%) | 62.85K Increased by +0.94% | Nov 30, 23 |
| 3 | Schwab US Dividend Equity ETF™ | 4.33M (1.58%) | 632.00 Increased by +0.01% | Dec 30, 23 |
| 4 | SPDR® S&P 500 ETF Trust | 3.37M (1.23%) | -23.65K Decreased by -0.70% | Dec 31, 23 |
| 5 | MFS Large Cap Value Equity | 3.22M (1.18%) | -816.23K Decreased by -25.34% | Sep 30, 23 |
| 6 | Fidelity® 500 Index | 3.21M (1.17%) | 20.41K Increased by +0.64% | Nov 30, 23 |
| 7 | MFS Value A | 3.17M (1.16%) | -35.14K Decreased by -1.11% | Nov 30, 23 |
| 8 | Vanguard Wellington™ Inv | 2.84M (1.04%) | -301.03K Decreased by -10.60% | Sep 30, 23 |
| 9 | iShares Core S&P 500 ETF | 2.73M (1.00%) | 1.63K Increased by +0.06% | Dec 29, 23 |
| 10 | American Funds Invmt Co of Amer A | 2.47M (0.90%) | -4.49K Decreased by -0.18% | Sep 30, 23 |
| 11 | Capital Group Investment Co of Amer Comp | 2.47M (0.90%) | -4.49K Decreased by -0.18% | Sep 30, 23 |
| 12 | Vanguard Value Index Inv | 2.46M (0.90%) | 5.47K Increased by +0.22% | Nov 30, 23 |
| 13 | American Funds American Mutual A | 2.10M (0.77%) | -104.37K Decreased by -4.97% | Sep 30, 23 |
| 14 | Capital Group American Mutual Comp | 2.10M (0.77%) | -104.37K Decreased by -4.97% | Sep 30, 23 |
| 15 | Vanguard Institutional Index I | 1.83M (0.67%) | -3.62K Decreased by -0.20% | Nov 30, 23 |
| 16 | Vanguard Dividend Appreciation ETF | 1.60M (0.58%) | 10.70K Increased by +0.67% | Nov 30, 23 |
| 17 | Vanguard High Dividend Yield ETF | 1.36M (0.50%) | -3.34K Decreased by -0.24% | Nov 30, 23 |
| 18 | State St S&P 500® Indx SL Cl III | 1.31M (0.48%) | -6.40K Decreased by -0.49% | Dec 31, 23 |
| 19 | iShares MSCI USA Quality Factor ETF | 1.20M (0.44%) | 735.00 Increased by +0.06% | Dec 29, 23 |
| 20 | Industrial Select Sector SPDR® ETF | 1.19M (0.43%) | -5.30K Decreased by -0.45% | Dec 31, 23 |