| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ILCV | 1000.00% |
| 2 | GLOF | 1000.00% |
| 3 | JKF | 1000.00% |
| 4 | JKD | 1000.00% |
| 5 | HDV | 1000.00% |
| 6 | IHI | 1000.00% |
| 7 | ILCB | 1000.00% |
| 8 | IYY | 1000.00% |
| 9 | IYH | 1000.00% |
| 10 | IXJ | 1000.00% |
| 11 | IWX | 1000.00% |
| 12 | IWV | 1000.00% |
| 13 | IWL | 1000.00% |
| 14 | IWD | 1000.00% |
| 15 | IWB | 1000.00% |
| 16 | IVV | 1000.00% |
| 17 | IVE | 1000.00% |
| 18 | IUSV | 1000.00% |
| 19 | ITOT | 1000.00% |
| 20 | FLV | 5.39% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 126.11M (9.49%) | 267.82K Increased by +0.21% | Sep 30, 23 |
| 2 | BlackRock Inc | 115.55M (8.70%) | 595.82K Increased by +0.52% | Sep 30, 23 |
| 3 | State Street Corporation | 59.49M (4.48%) | -656.23K Decreased by -1.10% | Sep 30, 23 |
| 4 | Capital Research Global Investors | 32.13M (2.42%) | 635.17K Increased by +1.98% | Sep 30, 23 |
| 5 | Massachusetts Financial Services Company | 32.07M (2.41%) | -3.93M Decreased by -12.25% | Sep 30, 23 |
| 6 | Geode Capital Management, LLC | 26.30M (1.98%) | 684.67K Increased by +2.60% | Sep 30, 23 |
| 7 | Bank of America Corp | 25.25M (1.90%) | -174.75K Decreased by -0.69% | Sep 30, 23 |
| 8 | Wellington Management Company LLP | 24.43M (1.84%) | -55.41K Decreased by -0.23% | Sep 30, 23 |
| 9 | Morgan Stanley - Brokerage Accounts | 23.78M (1.79%) | 1.99M Increased by +8.39% | Sep 30, 23 |
| 10 | Bank of New York Mellon Corp | 20.39M (1.54%) | 508.20K Increased by +2.49% | Sep 30, 23 |
| 11 | JPMorgan Chase & Co | 19.86M (1.50%) | 213.27K Increased by +1.07% | Sep 30, 23 |
| 12 | Franklin Resources Inc | 19.45M (1.46%) | 9.95K Increased by +0.05% | Sep 30, 23 |
| 13 | T. Rowe Price Associates, Inc. | 17.84M (1.34%) | 1.28M Increased by +7.16% | Sep 30, 23 |
| 14 | Deutsche Bank AG | 16.26M (1.22%) | -143.25K Decreased by -0.88% | Sep 30, 23 |
| 15 | Ameriprise Financial Inc | 16.08M (1.21%) | -540.17K Decreased by -3.36% | Sep 30, 23 |
| 16 | Wells Fargo & Co | 13.75M (1.04%) | -56.93K Decreased by -0.41% | Sep 30, 23 |
| 17 | Northern Trust Corp | 13.62M (1.03%) | 285.82K Increased by +2.10% | Sep 30, 23 |
| 18 | Royal Bank of Canada | 13.27M (1.00%) | -43.29K Decreased by -0.33% | Sep 30, 23 |
| 19 | Amvescap Plc. | 12.44M (0.94%) | -390.04K Decreased by -3.14% | Sep 30, 23 |
| 20 | Sanders Capital, LLC | 12.29M (0.93%) | 25.86K Increased by +0.21% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 41.70M (3.14%) | 49.83K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 32.44M (2.44%) | 295.89K Increased by +0.91% | Nov 30, 23 |
| 3 | SPDR® S&P 500 ETF Trust | 16.42M (1.24%) | -115.19K Decreased by -0.70% | Dec 31, 23 |
| 4 | Fidelity® 500 Index | 15.51M (1.17%) | 98.71K Increased by +0.64% | Nov 30, 23 |
| 5 | iShares Core S&P 500 ETF | 13.25M (1.00%) | 7.91K Increased by +0.06% | Dec 29, 23 |
| 6 | Vanguard Dividend Growth Inv | 12.09M (0.91%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 7 | Vanguard Value Index Inv | 11.41M (0.86%) | 33.04K Increased by +0.29% | Nov 30, 23 |
| 8 | Vanguard Windsor™ II Inv | 10.58M (0.80%) | 452.09K Increased by +4.27% | Sep 30, 23 |
| 9 | Health Care Select Sector SPDR® ETF | 9.89M (0.74%) | -7.18K Decreased by -0.07% | Dec 31, 23 |
| 10 | Vanguard Institutional Index I | 8.87M (0.67%) | -20.33K Decreased by -0.23% | Nov 30, 23 |
| 11 | American Funds Capital Income Bldr A | 8.75M (0.66%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 12 | American Funds American Mutual A | 8.26M (0.62%) | 82.81K Increased by +1.00% | Sep 30, 23 |
| 13 | Capital Group American Mutual Comp | 8.26M (0.62%) | 82.81K Increased by +1.00% | Sep 30, 23 |
| 14 | Vanguard Dividend Appreciation ETF | 7.66M (0.58%) | 52.09K Increased by +0.68% | Nov 30, 23 |
| 15 | MFS Large Cap Value (SMA) | 7.59M (0.57%) | 7.59M Increased by +100.00% | Jun 30, 23 |
| 16 | JPM US Equity Income-MA | 7.28M (0.55%) | 7.27M Increased by +99.90% | Sep 30, 23 |
| 17 | JPMorgan Equity Income I | 7.14M (0.54%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | JPM US Equity Income-Composite | 7.00M (0.53%) | -283.69K Decreased by -4.06% | Dec 31, 23 |
| 19 | iShares US Medical Devices ETF | 6.60M (0.50%) | -16.59K Decreased by -0.25% | Dec 29, 23 |
| 20 | State St S&P 500® Indx SL Cl III | 6.36M (0.48%) | -6.50K Decreased by -0.10% | Dec 31, 23 |