| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | FOVL | 1000.00% |
| 2 | IWD | 1000.00% |
| 3 | IWB | 1000.00% |
| 4 | IVV | 1000.00% |
| 5 | IVE | 1000.00% |
| 6 | IUSV | 1000.00% |
| 7 | ITOT | 1000.00% |
| 8 | IMCV | 1000.00% |
| 9 | IMCB | 1000.00% |
| 10 | ILCV | 1000.00% |
| 11 | ILCB | 1000.00% |
| 12 | HDV | 1000.00% |
| 13 | GLOF | 1000.00% |
| 14 | JKI | 1000.00% |
| 15 | JKG | 1000.00% |
| 16 | JKF | 1000.00% |
| 17 | JKD | 1000.00% |
| 18 | IYY | 1000.00% |
| 19 | IYM | 1000.00% |
| 20 | IWV | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 30.93M (11.98%) | -374.72K Decreased by -1.21% | Sep 30, 23 |
| 2 | BlackRock Inc | 22.71M (8.79%) | 626.84K Increased by +2.76% | Sep 30, 23 |
| 3 | Dodge & Cox | 16.22M (6.28%) | -156.80K Decreased by -0.97% | Sep 30, 23 |
| 4 | State Street Corporation | 11.45M (4.43%) | -303.53K Decreased by -2.65% | Sep 30, 23 |
| 5 | Wellington Management Company LLP | 8.72M (3.38%) | -524.58K Decreased by -6.01% | Sep 30, 23 |
| 6 | FMR Inc | 8.41M (3.26%) | 787.22K Increased by +9.36% | Sep 30, 23 |
| 7 | Morgan Stanley - Brokerage Accounts | 6.31M (2.44%) | 569.89K Increased by +9.04% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 5.77M (2.23%) | 157.72K Increased by +2.74% | Sep 30, 23 |
| 9 | Federated Hermes Inc | 5.67M (2.19%) | 217.46K Increased by +3.84% | Sep 30, 23 |
| 10 | Charles Schwab Investment Management Inc | 5.65M (2.19%) | 143.54K Increased by +2.54% | Sep 30, 23 |
| 11 | Dimensional Fund Advisors, Inc. | 4.76M (1.84%) | -116.28K Decreased by -2.44% | Sep 30, 23 |
| 12 | AllianceBernstein L.P. | 4.33M (1.68%) | 57.41K Increased by +1.32% | Sep 30, 23 |
| 13 | JPMorgan Chase & Co | 4.26M (1.65%) | -2.04M Decreased by -47.91% | Sep 30, 23 |
| 14 | Capital Research & Mgmt Co - Division 3 | 4.10M (1.59%) | -3.83M Decreased by -93.33% | Sep 30, 23 |
| 15 | Amvescap Plc. | 4.09M (1.58%) | 815.08K Increased by +19.95% | Sep 30, 23 |
| 16 | Northern Trust Corp | 2.92M (1.13%) | 138.12K Increased by +4.73% | Sep 30, 23 |
| 17 | Pacer Advisors, INC. | 2.64M (1.02%) | 341.69K Increased by +12.96% | Sep 30, 23 |
| 18 | Royal Bank of Canada | 2.53M (0.98%) | 39.61K Increased by +1.57% | Sep 30, 23 |
| 19 | AustralianSuper Pty Ltd | 2.27M (0.88%) | -275.88K Decreased by -12.17% | Sep 30, 23 |
| 20 | Bank of America Corp | 2.20M (0.85%) | -108.28K Decreased by -4.91% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Dodge & Cox Stock I | 10.50M (4.07%) | 10.45M Increased by +99.49% | Sep 30, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 8.12M (3.14%) | 9.34K Increased by +0.11% | Nov 30, 23 |
| 3 | Vanguard Institutional 500 Index Trust | 6.24M (2.42%) | 60.55K Increased by +0.97% | Nov 30, 23 |
| 4 | Vanguard Mid Cap Index Institutional | 5.90M (2.28%) | 7.11K Increased by +0.12% | Nov 30, 23 |
| 5 | Schwab US Dividend Equity ETF™ | 4.03M (1.56%) | 588.00 Increased by +0.01% | Dec 30, 23 |
| 6 | Pacer US Cash Cows 100 ETF | 3.55M (1.37%) | 14.11K Increased by +0.40% | Dec 29, 23 |
| 7 | Vanguard Equity-Income Inv | 3.53M (1.37%) | -331.34K Decreased by -9.39% | Sep 30, 23 |
| 8 | Federated Hermes Strategic Val Dividend | 3.46M (1.34%) | 258.70K Increased by +7.47% | Sep 30, 23 |
| 9 | Federated Hermes Strategic Value Div IS | 3.46M (1.34%) | 258.70K Increased by +7.47% | Sep 30, 23 |
| 10 | iShares Select Dividend ETF | 3.18M (1.23%) | -1.97K Decreased by -0.06% | Dec 29, 23 |
| 11 | SPDR® S&P 500 ETF Trust | 3.14M (1.21%) | -22.19K Decreased by -0.71% | Dec 31, 23 |
| 12 | Fidelity® 500 Index | 2.98M (1.16%) | 18.99K Increased by +0.64% | Nov 30, 23 |
| 13 | Vanguard Wellesley® Income Inv | 2.78M (1.08%) | -183.51K Decreased by -6.59% | Sep 30, 23 |
| 14 | American Funds Washington Mutual A | 2.60M (1.01%) | -7.04K Decreased by -0.27% | Sep 30, 23 |
| 15 | Capital Group Wash Mutual Invtrs Comp | 2.60M (1.01%) | -7.04K Decreased by -0.27% | Sep 30, 23 |
| 16 | iShares Core S&P 500 ETF | 2.55M (0.99%) | 1.52K Increased by +0.06% | Dec 29, 23 |
| 17 | Vanguard Value Index Inv | 2.22M (0.86%) | 3.04K Increased by +0.14% | Nov 30, 23 |
| 18 | Vanguard Mid-Cap Value ETF | 2.09M (0.81%) | -9.26K Decreased by -0.44% | Nov 30, 23 |
| 19 | Fidelity® Low-Priced Stock | 1.99M (0.77%) | -2.07K Decreased by -0.10% | Oct 31, 23 |
| 20 | Thornburg Investment Income Builder A | 1.87M (0.72%) | 0.00 Increased by 0.00% | Nov 30, 23 |