| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IYG | 1000.00% |
| 2 | IYY | 1000.00% |
| 3 | JKD | 1000.00% |
| 4 | JKF | 1000.00% |
| 5 | IVE | 1000.00% |
| 6 | IUSV | 1000.00% |
| 7 | ITOT | 1000.00% |
| 8 | IWL | 1000.00% |
| 9 | IOO | 1000.00% |
| 10 | ILCV | 1000.00% |
| 11 | ILCB | 1000.00% |
| 12 | IWD | 1000.00% |
| 13 | IWF | 1000.00% |
| 14 | IWB | 1000.00% |
| 15 | IVV | 1000.00% |
| 16 | IAI | 1000.00% |
| 17 | IWV | 1000.00% |
| 18 | IWX | 1000.00% |
| 19 | IWY | 1000.00% |
| 20 | IXG | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Mitsubishi UFJ Financial Group Inc Junk | 377.09M (29.95%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 2 | State Street Corporation | 111.79M (8.88%) | -2.73M Decreased by -2.45% | Sep 30, 23 |
| 3 | Vanguard Group Inc | 109.65M (8.71%) | -1.21M Decreased by -1.10% | Sep 30, 23 |
| 4 | BlackRock Inc | 87.63M (6.96%) | -3.01M Decreased by -3.44% | Sep 30, 23 |
| 5 | JPMorgan Chase & Co | 52.71M (4.19%) | 2.90M Increased by +5.51% | Sep 30, 23 |
| 6 | Wellington Management Company LLP | 32.82M (2.61%) | -3.44M Decreased by -10.49% | Sep 30, 23 |
| 7 | Geode Capital Management, LLC | 23.62M (1.88%) | -5.54K Decreased by -0.02% | Sep 30, 23 |
| 8 | Bank of America Corp | 23.50M (1.87%) | -175.35K Decreased by -0.75% | Sep 30, 23 |
| 9 | Capital Research Global Investors | 23.49M (1.87%) | -4.58M Decreased by -19.52% | Sep 30, 23 |
| 10 | FMR Inc | 23.47M (1.86%) | 4.10M Increased by +17.46% | Sep 30, 23 |
| 11 | Capital Research & Mgmt Co - Division 3 | 22.63M (1.80%) | -1.83M Decreased by -8.08% | Sep 30, 23 |
| 12 | T. Rowe Price Associates, Inc. | 21.26M (1.69%) | -1.94M Decreased by -9.13% | Sep 30, 23 |
| 13 | Fisher Asset Management, LLC | 19.73M (1.57%) | -182.65K Decreased by -0.93% | Sep 30, 23 |
| 14 | Massachusetts Financial Services Company | 19.62M (1.56%) | -697.76K Decreased by -3.56% | Sep 30, 23 |
| 15 | Ameriprise Financial Inc | 16.99M (1.35%) | -916.83K Decreased by -5.39% | Sep 30, 23 |
| 16 | Royal Bank of Canada | 15.22M (1.21%) | -652.18K Decreased by -4.28% | Sep 30, 23 |
| 17 | Bank of New York Mellon Corp | 13.16M (1.05%) | 415.53K Increased by +3.16% | Sep 30, 23 |
| 18 | Northern Trust Corp | 13.11M (1.04%) | 277.91K Increased by +2.12% | Sep 30, 23 |
| 19 | Goldman Sachs Group Inc | 12.43M (0.99%) | 1.30M Increased by +10.48% | Sep 30, 23 |
| 20 | Franklin Resources Inc | 11.53M (0.92%) | 346.01K Increased by +3.00% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 38.94M (3.09%) | 46.37K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 31.10M (2.47%) | 287.36K Increased by +0.92% | Nov 30, 23 |
| 3 | SPDR® S&P 500 ETF Trust | 15.58M (1.24%) | -109.50K Decreased by -0.70% | Dec 31, 23 |
| 4 | Fidelity® 500 Index | 14.87M (1.18%) | 94.61K Increased by +0.64% | Nov 30, 23 |
| 5 | iShares Core S&P 500 ETF | 12.59M (1.00%) | 7.51K Increased by +0.06% | Dec 29, 23 |
| 6 | MFS Value A | 12.45M (0.99%) | -138.10K Decreased by -1.11% | Nov 30, 23 |
| 7 | MFS Large Cap Value Equity | 11.96M (0.95%) | -324.43K Decreased by -2.71% | Sep 30, 23 |
| 8 | Vanguard Wellington™ Inv | 11.19M (0.89%) | 1.61M Increased by +14.41% | Sep 30, 23 |
| 9 | Vanguard Value Index Inv | 10.65M (0.85%) | 31.98K Increased by +0.30% | Nov 30, 23 |
| 10 | American Funds Invmt Co of Amer A | 10.55M (0.84%) | -4.50M Decreased by -42.62% | Sep 30, 23 |
| 11 | Capital Group Investment Co of Amer Comp | 10.55M (0.84%) | -4.50M Decreased by -42.62% | Sep 30, 23 |
| 12 | JPM US Equity Income-Composite | 10.44M (0.83%) | 720.70K Increased by +6.90% | Dec 31, 23 |
| 13 | JPM US Equity Income-MA | 9.72M (0.77%) | 9.71M Increased by +99.90% | Sep 30, 23 |
| 14 | JPMorgan Equity Income I | 9.53M (0.76%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | American Funds American Mutual A | 9.39M (0.75%) | 144.31K Increased by +1.54% | Sep 30, 23 |
| 16 | Capital Group American Mutual Comp | 9.39M (0.75%) | 144.31K Increased by +1.54% | Sep 30, 23 |
| 17 | American Funds Capital Income Bldr A | 9.10M (0.72%) | 320.16K Increased by +3.52% | Sep 30, 23 |
| 18 | Vanguard Institutional Index I | 8.50M (0.68%) | -18.62K Decreased by -0.22% | Nov 30, 23 |
| 19 | Financial Select Sector SPDR® ETF | 8.28M (0.66%) | 16.95K Increased by +0.20% | Dec 31, 23 |
| 20 | JPM US Equity-MA | 6.76M (0.54%) | 6.76M Increased by +99.89% | Dec 31, 23 |