| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | EXI | 1000.00% |
| 2 | IYY | 1000.00% |
| 3 | IWX | 1000.00% |
| 4 | IWV | 1000.00% |
| 5 | IWL | 1000.00% |
| 6 | IWD | 1000.00% |
| 7 | IWB | 1000.00% |
| 8 | IVV | 1000.00% |
| 9 | IVE | 1000.00% |
| 10 | IUSV | 1000.00% |
| 11 | ITOT | 1000.00% |
| 12 | ILCV | 1000.00% |
| 13 | ILCB | 1000.00% |
| 14 | JKF | 1000.00% |
| 15 | JKD | 1000.00% |
| 16 | MISL | 6.74% |
| 17 | PPA | 6.29% |
| 18 | HACK | 5.59% |
| 19 | ROKT | 4.11% |
| 20 | XAR | 3.98% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | State Street Corporation | 13.92M (9.25%) | -226.47K Decreased by -1.63% | Sep 30, 23 |
| 2 | Capital Research & Mgmt Co - Division 3 | 12.23M (8.13%) | 45.26K Increased by +0.37% | Sep 30, 23 |
| 3 | Vanguard Group Inc | 12.10M (8.04%) | -12.85K Decreased by -0.11% | Sep 30, 23 |
| 4 | BlackRock Inc | 9.62M (6.39%) | 11.54K Increased by +0.12% | Sep 30, 23 |
| 5 | Wellington Management Company LLP | 5.77M (3.84%) | -43.73K Decreased by -0.76% | Sep 30, 23 |
| 6 | JPMorgan Chase & Co | 4.49M (2.98%) | 410.74K Increased by +9.15% | Sep 30, 23 |
| 7 | FMR Inc | 4.42M (2.94%) | -811.98K Decreased by -18.38% | Sep 30, 23 |
| 8 | Morgan Stanley - Brokerage Accounts | 4.19M (2.79%) | 142.04K Increased by +3.39% | Sep 30, 23 |
| 9 | Massachusetts Financial Services Company | 4.10M (2.72%) | -107.02K Decreased by -2.61% | Sep 30, 23 |
| 10 | Capital World Investors | 3.68M (2.44%) | -33.30K Decreased by -0.91% | Sep 30, 23 |
| 11 | Bank of America Corp | 3.50M (2.33%) | -1.01M Decreased by -28.76% | Sep 30, 23 |
| 12 | Geode Capital Management, LLC | 2.82M (1.87%) | 49.43K Increased by +1.75% | Sep 30, 23 |
| 13 | Sanders Capital, LLC | 2.19M (1.46%) | -898.00 Decreased by -0.04% | Sep 30, 23 |
| 14 | Ameriprise Financial Inc | 1.67M (1.11%) | -31.83K Decreased by -1.90% | Sep 30, 23 |
| 15 | Bank of New York Mellon Corp | 1.61M (1.07%) | 362.51K Increased by +22.58% | Sep 30, 23 |
| 16 | T. Rowe Price Associates, Inc. | 1.58M (1.05%) | -60.90K Decreased by -3.86% | Sep 30, 23 |
| 17 | Northern Trust Corp | 1.24M (0.83%) | 79.26K Increased by +6.37% | Sep 30, 23 |
| 18 | Franklin Resources Inc | 1.21M (0.81%) | 70.91K Increased by +5.84% | Sep 30, 23 |
| 19 | Amvescap Plc. | 1.17M (0.78%) | 502.06K Increased by +42.74% | Sep 30, 23 |
| 20 | Putnam Investments LLC | 1.13M (0.75%) | -12.38K Decreased by -1.10% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | American Funds Washington Mutual A | 6.49M (4.31%) | 211.38K Increased by +3.26% | Sep 30, 23 |
| 2 | Capital Group Wash Mutual Invtrs Comp | 6.49M (4.31%) | 211.38K Increased by +3.26% | Sep 30, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 4.27M (2.84%) | 5.18K Increased by +0.12% | Nov 30, 23 |
| 4 | Vanguard Institutional 500 Index Trust | 3.47M (2.30%) | 31.60K Increased by +0.91% | Nov 30, 23 |
| 5 | Vanguard Dividend Growth Inv | 3.35M (2.23%) | 81.52K Increased by +2.43% | Sep 30, 23 |
| 6 | MFS Large Cap Value Equity | 2.85M (1.89%) | -77.28K Decreased by -2.71% | Sep 30, 23 |
| 7 | MFS Value A | 2.80M (1.86%) | -31.09K Decreased by -1.11% | Nov 30, 23 |
| 8 | American Funds American Balanced A | 2.54M (1.69%) | 56.00K Increased by +2.21% | Sep 30, 23 |
| 9 | SPDR® S&P 500 ETF Trust | 1.75M (1.16%) | -12.26K Decreased by -0.70% | Dec 31, 23 |
| 10 | American Funds American Mutual A | 1.74M (1.16%) | 90.02K Increased by +5.16% | Sep 30, 23 |
| 11 | Capital Group American Mutual Comp | 1.74M (1.16%) | 90.02K Increased by +5.16% | Sep 30, 23 |
| 12 | Fidelity® 500 Index | 1.66M (1.10%) | 10.55K Increased by +0.64% | Nov 30, 23 |
| 13 | JPM US Equity Income-MA | 1.41M (0.94%) | 1.41M Increased by +99.92% | Sep 30, 23 |
| 14 | iShares Core S&P 500 ETF | 1.41M (0.94%) | 840.00 Increased by +0.06% | Dec 29, 23 |
| 15 | American Funds Invmt Co of Amer A | 1.37M (0.91%) | -2.50K Decreased by -0.18% | Sep 30, 23 |
| 16 | Capital Group Investment Co of Amer Comp | 1.37M (0.91%) | -2.50K Decreased by -0.18% | Sep 30, 23 |
| 17 | JPMorgan Equity Income I | 1.29M (0.86%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | JPM US Equity Income-Composite | 1.26M (0.84%) | -148.83K Decreased by -11.77% | Dec 31, 23 |
| 19 | Vanguard Value Index Inv | 1.17M (0.78%) | 3.06K Increased by +0.26% | Nov 30, 23 |
| 20 | JPM US Equity-MA | 1.04M (0.69%) | 1.04M Increased by +99.87% | Dec 31, 23 |