| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWX | 1000.00% |
| 2 | IWV | 1000.00% |
| 3 | IWL | 1000.00% |
| 4 | IWD | 1000.00% |
| 5 | IWB | 1000.00% |
| 6 | IVV | 1000.00% |
| 7 | ILCB | 1000.00% |
| 8 | IYG | 1000.00% |
| 9 | IYY | 1000.00% |
| 10 | JKD | 1000.00% |
| 11 | JKF | 1000.00% |
| 12 | GLOF | 1000.00% |
| 13 | FOVL | 1000.00% |
| 14 | IVE | 1000.00% |
| 15 | IUSV | 1000.00% |
| 16 | ITOT | 1000.00% |
| 17 | IXG | 1000.00% |
| 18 | IOO | 1000.00% |
| 19 | IYF | 1000.00% |
| 20 | ILCV | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 272.35M (9.47%) | -1.10M Decreased by -0.40% | Sep 30, 23 |
| 2 | BlackRock Inc | 189.48M (6.59%) | -2.79M Decreased by -1.47% | Sep 30, 23 |
| 3 | State Street Corporation | 121.97M (4.24%) | -4.28M Decreased by -3.51% | Sep 30, 23 |
| 4 | Morgan Stanley - Brokerage Accounts | 62.94M (2.19%) | 201.44K Increased by +0.32% | Sep 30, 23 |
| 5 | Geode Capital Management, LLC | 54.33M (1.89%) | 958.70K Increased by +1.76% | Sep 30, 23 |
| 6 | Bank of America Corp | 52.98M (1.84%) | -2.88M Decreased by -5.43% | Sep 30, 23 |
| 7 | FMR Inc | 49.42M (1.72%) | 606.38K Increased by +1.23% | Sep 30, 23 |
| 8 | Wellington Management Company LLP | 42.42M (1.47%) | 4.60M Increased by +10.85% | Sep 30, 23 |
| 9 | Capital Research & Mgmt Co - Division 3 | 39.39M (1.37%) | -1.69M Decreased by -4.30% | Sep 30, 23 |
| 10 | Capital World Investors | 37.27M (1.30%) | -1.10M Decreased by -2.94% | Sep 30, 23 |
| 11 | Northern Trust Corp | 33.09M (1.15%) | 871.09K Increased by +2.63% | Sep 30, 23 |
| 12 | T. Rowe Price Associates, Inc. | 31.32M (1.09%) | -1.81M Decreased by -5.78% | Sep 30, 23 |
| 13 | Massachusetts Financial Services Company | 30.57M (1.06%) | -829.18K Decreased by -2.71% | Sep 30, 23 |
| 14 | Bank of New York Mellon Corp | 29.13M (1.01%) | -917.01K Decreased by -3.15% | Sep 30, 23 |
| 15 | Wells Fargo & Co | 24.78M (0.86%) | 116.47K Increased by +0.47% | Sep 30, 23 |
| 16 | Ameriprise Financial Inc | 23.72M (0.82%) | 457.18K Increased by +1.93% | Sep 30, 23 |
| 17 | Royal Bank of Canada | 22.59M (0.79%) | 200.97K Increased by +0.89% | Sep 30, 23 |
| 18 | Dimensional Fund Advisors, Inc. | 20.64M (0.72%) | 1.11M Increased by +5.39% | Sep 30, 23 |
| 19 | Charles Schwab Investment Management Inc | 20.02M (0.70%) | -92.02K Decreased by -0.46% | Sep 30, 23 |
| 20 | Legal & General Group PLC | 18.75M (0.65%) | -1.18M Decreased by -6.29% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 91.08M (3.17%) | 122.61K Increased by +0.13% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 70.83M (2.46%) | 654.93K Increased by +0.92% | Nov 30, 23 |
| 3 | SPDR® S&P 500 ETF Trust | 35.63M (1.24%) | -250.39K Decreased by -0.70% | Dec 31, 23 |
| 4 | Fidelity® 500 Index | 33.86M (1.18%) | 215.50K Increased by +0.64% | Nov 30, 23 |
| 5 | iShares Core S&P 500 ETF | 28.80M (1.00%) | 17.19K Increased by +0.06% | Dec 29, 23 |
| 6 | Vanguard Value Index Inv | 24.91M (0.87%) | 67.66K Increased by +0.27% | Nov 30, 23 |
| 7 | Vanguard Institutional Index I | 19.37M (0.67%) | -42.90K Decreased by -0.22% | Nov 30, 23 |
| 8 | Financial Select Sector SPDR® ETF | 18.94M (0.66%) | 38.74K Increased by +0.20% | Dec 31, 23 |
| 9 | Vanguard Dividend Appreciation ETF | 16.74M (0.58%) | 113.19K Increased by +0.68% | Nov 30, 23 |
| 10 | MFS Large Cap Value Equity | 15.87M (0.55%) | -430.46K Decreased by -2.71% | Sep 30, 23 |
| 11 | MFS Value A | 15.61M (0.54%) | -173.16K Decreased by -1.11% | Nov 30, 23 |
| 12 | American Funds Washington Mutual A | 15.29M (0.53%) | -40.05K Decreased by -0.26% | Sep 30, 23 |
| 13 | Capital Group Wash Mutual Invtrs Comp | 15.29M (0.53%) | -40.05K Decreased by -0.26% | Sep 30, 23 |
| 14 | American Funds American Balanced A | 14.36M (0.50%) | -860.29K Decreased by -5.99% | Sep 30, 23 |
| 15 | American Funds Income Fund of Amer A | 13.89M (0.48%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 16 | State St S&P 500® Indx SL Cl III | 13.80M (0.48%) | -87.40K Decreased by -0.63% | Dec 31, 23 |
| 17 | Vanguard High Dividend Yield ETF | 12.99M (0.45%) | -27.08K Decreased by -0.21% | Nov 30, 23 |
| 18 | Vanguard Equity-Income Inv | 12.93M (0.45%) | 1.56M Increased by +12.04% | Sep 30, 23 |
| 19 | Blackrock Eq Idx Fund CF | 10.33M (0.36%) | 22.15K Increased by +0.21% | Dec 31, 23 |
| 20 | Capital Group American Mutual Comp | 9.46M (0.33%) | -113.70K Decreased by -1.20% | Sep 30, 23 |