| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKD | 1000.00% |
| 2 | IWB | 1000.00% |
| 3 | IVV | 1000.00% |
| 4 | IVE | 1000.00% |
| 5 | JKI | 1000.00% |
| 6 | IUSV | 1000.00% |
| 7 | IWF | 1000.00% |
| 8 | ITOT | 1000.00% |
| 9 | IWL | 1000.00% |
| 10 | IOO | 1000.00% |
| 11 | JKG | 1000.00% |
| 12 | IMCV | 1000.00% |
| 13 | IMCG | 1000.00% |
| 14 | IMCB | 1000.00% |
| 15 | ILCV | 1000.00% |
| 16 | ILCG | 1000.00% |
| 17 | ILCB | 1000.00% |
| 18 | IWV | 1000.00% |
| 19 | HDV | 1000.00% |
| 20 | IWX | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 30.14M (8.94%) | -60.36K Decreased by -0.20% | Sep 30, 23 |
| 2 | BlackRock Inc | 29.44M (8.73%) | 336.28K Increased by +1.14% | Sep 30, 23 |
| 3 | State Street Corporation | 18.02M (5.34%) | -110.20K Decreased by -0.61% | Sep 30, 23 |
| 4 | Charles Schwab Investment Management Inc | 7.19M (2.13%) | 177.71K Increased by +2.47% | Sep 30, 23 |
| 5 | Geode Capital Management, LLC | 6.85M (2.03%) | 186.75K Increased by +2.73% | Sep 30, 23 |
| 6 | Massachusetts Financial Services Company | 6.60M (1.96%) | -202.38K Decreased by -3.07% | Sep 30, 23 |
| 7 | American Century Companies Inc | 5.00M (1.48%) | 641.19K Increased by +12.83% | Sep 30, 23 |
| 8 | Morgan Stanley - Brokerage Accounts | 4.88M (1.45%) | 212.74K Increased by +4.35% | Sep 30, 23 |
| 9 | T. Rowe Price Associates, Inc. | 4.80M (1.42%) | -1.34M Decreased by -27.82% | Sep 30, 23 |
| 10 | Capital Research Global Investors | 4.45M (1.32%) | 1.71K Increased by +0.04% | Sep 30, 23 |
| 11 | Amvescap Plc. | 4.29M (1.27%) | -19.44K Decreased by -0.45% | Sep 30, 23 |
| 12 | Northern Trust Corp | 4.05M (1.20%) | 155.07K Increased by +3.83% | Sep 30, 23 |
| 13 | JPMorgan Chase & Co | 3.66M (1.08%) | -99.67K Decreased by -2.73% | Sep 30, 23 |
| 14 | Federated Hermes Inc | 3.43M (1.02%) | 148.08K Increased by +4.31% | Sep 30, 23 |
| 15 | Wellington Management Company LLP | 3.28M (0.97%) | -1.30M Decreased by -39.63% | Sep 30, 23 |
| 16 | Bank of New York Mellon Corp | 3.28M (0.97%) | -38.15K Decreased by -1.16% | Sep 30, 23 |
| 17 | Bank of America Corp | 3.17M (0.94%) | -360.20K Decreased by -11.35% | Sep 30, 23 |
| 18 | Goldman Sachs Group Inc | 2.81M (0.83%) | 492.99K Increased by +17.57% | Sep 30, 23 |
| 19 | Legal & General Group PLC | 2.68M (0.79%) | -111.64K Decreased by -4.17% | Sep 30, 23 |
| 20 | Wells Fargo & Co | 2.52M (0.75%) | -142.05K Decreased by -5.63% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 10.58M (3.14%) | 12.08K Increased by +0.11% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 8.24M (2.44%) | 76.61K Increased by +0.93% | Nov 30, 23 |
| 3 | Schwab US Dividend Equity ETF™ | 5.32M (1.58%) | 778.00 Increased by +0.01% | Dec 30, 23 |
| 4 | SPDR® S&P 500 ETF Trust | 4.18M (1.24%) | -29.20K Decreased by -0.70% | Dec 31, 23 |
| 5 | Fidelity® 500 Index | 3.94M (1.17%) | 25.08K Increased by +0.64% | Nov 30, 23 |
| 6 | MFS Large Cap Value (SMA) | 3.66M (1.09%) | 3.66M Increased by +100.00% | Jun 30, 23 |
| 7 | MFS Large Cap Value Equity | 3.56M (1.06%) | -96.64K Decreased by -2.71% | Sep 30, 23 |
| 8 | MFS Value A | 3.50M (1.04%) | -38.87K Decreased by -1.11% | Nov 30, 23 |
| 9 | iShares Core S&P 500 ETF | 3.37M (1.00%) | 2.01K Increased by +0.06% | Dec 29, 23 |
| 10 | Vanguard Value Index Inv | 2.90M (0.86%) | 9.90K Increased by +0.34% | Nov 30, 23 |
| 11 | SPDR® S&P Dividend ETF | 2.85M (0.85%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 12 | Consumer Staples Select Sector SPDR® ETF | 2.38M (0.71%) | -7.36K Decreased by -0.31% | Dec 31, 23 |
| 13 | Vanguard Institutional Index I | 2.25M (0.67%) | -5.12K Decreased by -0.23% | Nov 30, 23 |
| 14 | Vanguard Equity-Income Inv | 1.98M (0.59%) | -246.19K Decreased by -12.43% | Sep 30, 23 |
| 15 | American Funds American Mutual A | 1.94M (0.58%) | -4.04K Decreased by -0.21% | Sep 30, 23 |
| 16 | Capital Group American Mutual Comp | 1.94M (0.58%) | -4.04K Decreased by -0.21% | Sep 30, 23 |
| 17 | Federated Hermes Strategic Val Dividend | 1.86M (0.55%) | 69.75K Increased by +3.74% | Sep 30, 23 |
| 18 | Federated Hermes Strategic Value Div IS | 1.86M (0.55%) | 69.75K Increased by +3.74% | Sep 30, 23 |
| 19 | iShares Select Dividend ETF | 1.83M (0.54%) | -1.13K Decreased by -0.06% | Dec 29, 23 |
| 20 | JPMorgan Equity Premium Income ETF | 1.73M (0.51%) | -19.55K Decreased by -1.13% | Nov 30, 23 |