| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | HDV | 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 | IWL | 1000.00% |
| 9 | IWF | 1000.00% |
| 10 | IWD | 1000.00% |
| 11 | IWB | 1000.00% |
| 12 | IVV | 1000.00% |
| 13 | IVE | 1000.00% |
| 14 | IUSV | 1000.00% |
| 15 | ITOT | 1000.00% |
| 16 | ILCV | 1000.00% |
| 17 | ILCB | 1000.00% |
| 18 | EXI | 1000.00% |
| 19 | MISL | 7.26% |
| 20 | DFEN | 7.19% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | State Street Corporation | 37.47M (17.81%) | -430.65K Decreased by -1.15% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 22.30M (10.60%) | 279.16K Increased by +1.25% | Sep 30, 23 |
| 3 | BlackRock Inc | 16.82M (7.99%) | 132.16K Increased by +0.79% | Sep 30, 23 |
| 4 | Capital World Investors | 5.94M (2.82%) | -1.55M Decreased by -26.12% | Sep 30, 23 |
| 5 | Charles Schwab Investment Management Inc | 5.69M (2.70%) | 97.92K Increased by +1.72% | Sep 30, 23 |
| 6 | FMR Inc | 5.33M (2.53%) | -1.48M Decreased by -27.82% | Sep 30, 23 |
| 7 | Morgan Stanley - Brokerage Accounts | 5.06M (2.40%) | -200.19K Decreased by -3.96% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 4.52M (2.15%) | 73.61K Increased by +1.63% | Sep 30, 23 |
| 9 | Bank of America Corp | 3.27M (1.56%) | -91.48K Decreased by -2.79% | Sep 30, 23 |
| 10 | Wellington Management Company LLP | 3.16M (1.50%) | 121.36K Increased by +3.84% | Sep 30, 23 |
| 11 | Capital Research Global Investors | 2.94M (1.40%) | -235.33K Decreased by -8.00% | Sep 30, 23 |
| 12 | Wells Fargo & Co | 2.63M (1.25%) | -70.22K Decreased by -2.67% | Sep 30, 23 |
| 13 | Northern Trust Corp | 2.39M (1.14%) | 91.11K Increased by +3.81% | Sep 30, 23 |
| 14 | Franklin Resources Inc | 2.25M (1.07%) | 414.92K Increased by +18.42% | Sep 30, 23 |
| 15 | Ameriprise Financial Inc | 2.20M (1.05%) | -180.64K Decreased by -8.21% | Sep 30, 23 |
| 16 | Royal Bank of Canada | 2.06M (0.98%) | -14.09K Decreased by -0.68% | Sep 30, 23 |
| 17 | Bank of New York Mellon Corp | 1.97M (0.94%) | 46.89K Increased by +2.38% | Sep 30, 23 |
| 18 | UBS Group AG | 1.38M (0.66%) | -179.74K Decreased by -12.99% | Sep 30, 23 |
| 19 | Amvescap Plc. | 1.26M (0.60%) | -305.26K Decreased by -24.32% | Sep 30, 23 |
| 20 | Stifel Financial Corp | 1.19M (0.57%) | 7.12K Increased by +0.60% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 7.89M (3.75%) | 11.00K Increased by +0.14% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 5.46M (2.60%) | 50.22K Increased by +0.92% | Nov 30, 23 |
| 3 | American Funds Income Fund of Amer A | 3.98M (1.89%) | -249.55K Decreased by -6.26% | Sep 30, 23 |
| 4 | Schwab US Dividend Equity ETF™ | 3.53M (1.68%) | 514.00 Increased by +0.01% | Dec 30, 23 |
| 5 | SPDR® S&P 500 ETF Trust | 2.74M (1.30%) | 21.75K Increased by +0.79% | Dec 29, 23 |
| 6 | Fidelity® 500 Index | 2.61M (1.24%) | 16.62K Increased by +0.64% | Nov 30, 23 |
| 7 | iShares Core S&P 500 ETF | 2.20M (1.05%) | 1.31K Increased by +0.06% | Dec 29, 23 |
| 8 | Vanguard Value Index Inv | 2.16M (1.03%) | 6.28K Increased by +0.29% | Nov 30, 23 |
| 9 | Franklin Income A1 | 1.90M (0.90%) | 400.00K Increased by +21.05% | Nov 30, 23 |
| 10 | Vanguard Dividend Growth Inv | 1.74M (0.83%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 11 | Vanguard Institutional Index I | 1.49M (0.71%) | -3.33K Decreased by -0.22% | Nov 30, 23 |
| 12 | Vanguard Dividend Appreciation ETF | 1.33M (0.63%) | 8.78K Increased by +0.66% | Nov 30, 23 |
| 13 | American Funds American Mutual A | 1.25M (0.59%) | -2.60K Decreased by -0.21% | Sep 30, 23 |
| 14 | Capital Group American Mutual Comp | 1.25M (0.59%) | -2.60K Decreased by -0.21% | Sep 30, 23 |
| 15 | iShares US Aerospace & Defense ETF | 1.16M (0.55%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 16 | American Funds Washington Mutual A | 1.10M (0.53%) | -378.00K Decreased by -34.22% | Sep 30, 23 |
| 17 | Capital Group Wash Mutual Invtrs Comp | 1.10M (0.53%) | -378.00K Decreased by -34.22% | Sep 30, 23 |
| 18 | iShares MSCI USA Quality Factor ETF | 1.10M (0.52%) | 675.00 Increased by +0.06% | Dec 29, 23 |
| 19 | State St S&P 500® Indx SL Cl III | 1.07M (0.51%) | 3.60K Increased by +0.34% | Nov 30, 23 |
| 20 | Vanguard High Dividend Yield ETF | 1.02M (0.48%) | -2.78K Decreased by -0.27% | Nov 30, 23 |