| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | KXI | 1000.00% |
| 2 | JKF | 1000.00% |
| 3 | JKD | 1000.00% |
| 4 | IYY | 1000.00% |
| 5 | IYK | 1000.00% |
| 6 | IWY | 1000.00% |
| 7 | ITOT | 1000.00% |
| 8 | IOO | 1000.00% |
| 9 | ILCV | 1000.00% |
| 10 | ILCB | 1000.00% |
| 11 | HDV | 1000.00% |
| 12 | GLOF | 1000.00% |
| 13 | IWX | 1000.00% |
| 14 | IWV | 1000.00% |
| 15 | IWL | 1000.00% |
| 16 | IWF | 1000.00% |
| 17 | IWD | 1000.00% |
| 18 | IWB | 1000.00% |
| 19 | IVW | 1000.00% |
| 20 | IVV | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc | 400.00M (10.28%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 370.80M (9.53%) | 914.91K Increased by +0.25% | Sep 30, 23 |
| 3 | BlackRock Inc | 301.98M (7.76%) | -611.23K Decreased by -0.20% | Sep 30, 23 |
| 4 | State Street Corporation | 155.24M (3.99%) | -16.01M Decreased by -10.31% | Sep 30, 23 |
| 5 | JPMorgan Chase & Co | 86.51M (2.22%) | 7.56M Increased by +8.74% | Sep 30, 23 |
| 6 | Geode Capital Management, LLC | 82.48M (2.12%) | 3.31M Increased by +4.01% | Sep 30, 23 |
| 7 | Morgan Stanley - Brokerage Accounts | 80.45M (2.07%) | 1.95M Increased by +2.42% | Sep 30, 23 |
| 8 | FMR Inc | 73.87M (1.90%) | -574.00K Decreased by -0.78% | Sep 30, 23 |
| 9 | Charles Schwab Investment Management Inc | 63.14M (1.62%) | 2.46M Increased by +3.90% | Sep 30, 23 |
| 10 | Northern Trust Corp | 44.91M (1.15%) | 2.04M Increased by +4.54% | Sep 30, 23 |
| 11 | T. Rowe Price Associates, Inc. | 37.67M (0.97%) | 3.21M Increased by +8.52% | Sep 30, 23 |
| 12 | Bank of New York Mellon Corp | 35.03M (0.90%) | -1.82M Decreased by -5.19% | Sep 30, 23 |
| 13 | Legal & General Group PLC | 29.47M (0.76%) | -1.04M Decreased by -3.53% | Sep 30, 23 |
| 14 | Bank of America Corp | 29.21M (0.75%) | 1.13M Increased by +3.86% | Sep 30, 23 |
| 15 | Royal Bank of Canada | 28.43M (0.73%) | 192.61K Increased by +0.68% | Sep 30, 23 |
| 16 | Wellington Management Company LLP | 28.18M (0.72%) | -14.77M Decreased by -52.42% | Sep 30, 23 |
| 17 | Ameriprise Financial Inc | 26.29M (0.68%) | -626.06K Decreased by -2.38% | Sep 30, 23 |
| 18 | Amvescap Plc. | 25.85M (0.66%) | 1.96M Increased by +7.60% | Sep 30, 23 |
| 19 | AllianceBernstein L.P. | 23.19M (0.60%) | 725.17K Increased by +3.13% | Sep 30, 23 |
| 20 | UBS Asset Mgmt Americas Inc | 22.89M (0.59%) | 869.54K Increased by +3.80% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 121.97M (3.13%) | 171.25K Increased by +0.14% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 94.86M (2.44%) | 887.77K Increased by +0.94% | Nov 30, 23 |
| 3 | SPDR® S&P 500 ETF Trust | 47.96M (1.23%) | -336.97K Decreased by -0.70% | Dec 31, 23 |
| 4 | Fidelity® 500 Index | 45.35M (1.17%) | 288.61K Increased by +0.64% | Nov 30, 23 |
| 5 | iShares Core S&P 500 ETF | 38.76M (1.00%) | 23.13K Increased by +0.06% | Dec 29, 23 |
| 6 | Schwab US Dividend Equity ETF™ | 33.47M (0.86%) | 4.90K Increased by +0.01% | Dec 30, 23 |
| 7 | Vanguard Value Index Inv | 33.35M (0.86%) | 84.99K Increased by +0.25% | Nov 30, 23 |
| 8 | Vanguard Institutional Index I | 25.94M (0.67%) | -57.79K Decreased by -0.22% | Nov 30, 23 |
| 9 | Consumer Staples Select Sector SPDR® ETF | 23.84M (0.61%) | -72.91K Decreased by -0.31% | Dec 31, 23 |
| 10 | Vanguard Dividend Appreciation ETF | 22.41M (0.58%) | 150.84K Increased by +0.67% | Nov 30, 23 |
| 11 | Vanguard Dividend Growth Inv | 19.68M (0.51%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 12 | State St S&P 500® Indx SL Cl III | 18.57M (0.48%) | -16.50K Decreased by -0.09% | Dec 31, 23 |
| 13 | Vanguard High Dividend Yield ETF | 17.53M (0.45%) | -40.45K Decreased by -0.23% | Nov 30, 23 |
| 14 | Blackrock Eq Idx Fund CF | 13.91M (0.36%) | 98.85K Increased by +0.71% | Dec 31, 23 |
| 15 | Vanguard Windsor™ II Inv | 10.47M (0.27%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 16 | Vanguard Consumer Staples ETF | 10.28M (0.26%) | -463.86K Decreased by -4.51% | Nov 30, 23 |
| 17 | JPM US Equity-MA | 9.99M (0.26%) | 9.97M Increased by +99.88% | Dec 31, 23 |
| 18 | JPMorgan US Equity L | 9.91M (0.25%) | 146.53K Increased by +1.48% | Nov 30, 23 |
| 19 | iShares MSCI USA Quality Factor ETF | 9.49M (0.24%) | 5.80K Increased by +0.06% | Dec 29, 23 |
| 20 | NT S&P 500 Index Fund - NL | 8.55M (0.22%) | -17.79K Decreased by -0.21% | Sep 30, 23 |