| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | COMT | 1000.00% |
| 2 | IWX | 1000.00% |
| 3 | IYY | 1000.00% |
| 4 | JKD | 1000.00% |
| 5 | IDU | 1000.00% |
| 6 | IGF | 1000.00% |
| 7 | ILCB | 1000.00% |
| 8 | ILCV | 1000.00% |
| 9 | ITOT | 1000.00% |
| 10 | IUSV | 1000.00% |
| 11 | IVE | 1000.00% |
| 12 | IVV | 1000.00% |
| 13 | IWB | 1000.00% |
| 14 | IWD | 1000.00% |
| 15 | IWL | 1000.00% |
| 16 | IWV | 1000.00% |
| 17 | JXI | 1000.00% |
| 18 | JKF | 1000.00% |
| 19 | XLU | 13.35% |
| 20 | FUTY | 12.74% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 198.43M (9.69%) | 1.96M Increased by +0.99% | Sep 30, 23 |
| 2 | BlackRock Inc | 153.16M (7.48%) | 1.88M Increased by +1.23% | Sep 30, 23 |
| 3 | State Street Corporation | 110.12M (5.38%) | -1.37M Decreased by -1.24% | Sep 30, 23 |
| 4 | JPMorgan Chase & Co | 82.90M (4.05%) | 7.54M Increased by +9.09% | Sep 30, 23 |
| 5 | Morgan Stanley - Brokerage Accounts | 52.03M (2.54%) | 1.27M Increased by +2.43% | Sep 30, 23 |
| 6 | Bank of America Corp | 44.25M (2.16%) | 2.86M Increased by +6.47% | Sep 30, 23 |
| 7 | Geode Capital Management, LLC | 37.48M (1.83%) | 813.50K Increased by +2.17% | Sep 30, 23 |
| 8 | Wells Fargo & Co | 29.36M (1.43%) | 615.24K Increased by +2.10% | Sep 30, 23 |
| 9 | Wellington Management Company LLP | 29.00M (1.42%) | -1.22M Decreased by -4.20% | Sep 30, 23 |
| 10 | T. Rowe Price Associates, Inc. | 26.93M (1.32%) | 9.76M Increased by +36.25% | Sep 30, 23 |
| 11 | FMR Inc | 26.29M (1.28%) | -1.31M Decreased by -5.00% | Sep 30, 23 |
| 12 | Franklin Resources Inc | 26.22M (1.28%) | 3.98M Increased by +15.16% | Sep 30, 23 |
| 13 | Northern Trust Corp | 22.98M (1.12%) | 455.27K Increased by +1.98% | Sep 30, 23 |
| 14 | Royal Bank of Canada | 18.77M (0.92%) | 899.67K Increased by +4.79% | Sep 30, 23 |
| 15 | Nuveen Asset Management, LLC | 18.28M (0.89%) | -243.52K Decreased by -1.33% | Sep 30, 23 |
| 16 | Goldman Sachs Group Inc | 18.23M (0.89%) | 5.52M Increased by +30.27% | Sep 30, 23 |
| 17 | Neuberger Berman Group LLC | 17.85M (0.87%) | -395.82K Decreased by -2.22% | Sep 30, 23 |
| 18 | Bank of New York Mellon Corp | 17.18M (0.84%) | -1.14M Decreased by -6.61% | Sep 30, 23 |
| 19 | Legal & General Group PLC | 15.28M (0.75%) | -451.87K Decreased by -2.96% | Sep 30, 23 |
| 20 | UBS Group AG | 13.62M (0.67%) | -800.75K Decreased by -5.88% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 64.28M (3.14%) | 77.57K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 49.32M (2.41%) | 450.04K Increased by +0.91% | Nov 30, 23 |
| 3 | Utilities Select Sector SPDR® ETF | 30.97M (1.51%) | -87.04K Decreased by -0.28% | Dec 31, 23 |
| 4 | SPDR® S&P 500 ETF Trust | 25.29M (1.24%) | -177.68K Decreased by -0.70% | Dec 31, 23 |
| 5 | Fidelity® 500 Index | 23.58M (1.15%) | 150.07K Increased by +0.64% | Nov 30, 23 |
| 6 | iShares Core S&P 500 ETF | 20.44M (1.00%) | 12.20K Increased by +0.06% | Dec 29, 23 |
| 7 | Vanguard Value Index Inv | 17.59M (0.86%) | 54.25K Increased by +0.31% | Nov 30, 23 |
| 8 | Vanguard Institutional Index I | 13.49M (0.66%) | -29.83K Decreased by -0.22% | Nov 30, 23 |
| 9 | Vanguard Utilities ETF | 12.10M (0.59%) | -54.47K Decreased by -0.45% | Nov 30, 23 |
| 10 | Vanguard Dividend Appreciation ETF | 11.66M (0.57%) | 78.66K Increased by +0.67% | Nov 30, 23 |
| 11 | JPM US Equity Income-MA | 10.17M (0.50%) | 10.16M Increased by +99.90% | Sep 30, 23 |
| 12 | JPMorgan Equity Income I | 9.97M (0.49%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 13 | State St S&P 500® Indx SL Cl III | 9.80M (0.48%) | 134.30K Increased by +1.37% | Dec 31, 23 |
| 14 | JPMorgan US Equity L | 9.78M (0.48%) | 144.87K Increased by +1.48% | Nov 30, 23 |
| 15 | JPM US Equity Income-Composite | 9.77M (0.48%) | -397.12K Decreased by -4.07% | Dec 31, 23 |
| 16 | Franklin Utilities A1 | 9.50M (0.46%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 17 | Franklin Utilities Fund A1 | 9.50M (0.46%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | JPM US Equity-MA | 9.18M (0.45%) | 9.16M Increased by +99.87% | Dec 31, 23 |
| 19 | Vanguard High Dividend Yield ETF | 9.12M (0.45%) | -14.27K Decreased by -0.16% | Nov 30, 23 |
| 20 | Vanguard Equity-Income Inv | 8.39M (0.41%) | -648.73K Decreased by -7.74% | Sep 30, 23 |