| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ITOT | 1000.00% |
| 2 | IWD | 1000.00% |
| 3 | IWB | 1000.00% |
| 4 | IHE | 1000.00% |
| 5 | ILCB | 1000.00% |
| 6 | JKF | 1000.00% |
| 7 | IUSV | 1000.00% |
| 8 | IWL | 1000.00% |
| 9 | IVV | 1000.00% |
| 10 | IWV | 1000.00% |
| 11 | IYY | 1000.00% |
| 12 | IYH | 1000.00% |
| 13 | IWX | 1000.00% |
| 14 | ILCV | 1000.00% |
| 15 | IXJ | 1000.00% |
| 16 | IVE | 1000.00% |
| 17 | IOO | 1000.00% |
| 18 | JKD | 1000.00% |
| 19 | GLOF | 1000.00% |
| 20 | HDLB | 13.40% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 506.73M (8.98%) | -1.37M Decreased by -0.27% | Sep 30, 23 |
| 2 | BlackRock Inc | 438.92M (7.78%) | -6.23M Decreased by -1.42% | Sep 30, 23 |
| 3 | State Street Corporation | 282.70M (5.01%) | -4.51M Decreased by -1.59% | Sep 30, 23 |
| 4 | Wellington Management Company LLP | 228.11M (4.04%) | -5.00M Decreased by -2.19% | Sep 30, 23 |
| 5 | Capital World Investors | 182.19M (3.23%) | -16.82M Decreased by -9.23% | Sep 30, 23 |
| 6 | Geode Capital Management, LLC | 107.09M (1.90%) | -5.79M Decreased by -5.40% | Sep 30, 23 |
| 7 | Charles Schwab Investment Management Inc | 95.77M (1.70%) | 9.39M Increased by +9.81% | Sep 30, 23 |
| 8 | Morgan Stanley - Brokerage Accounts | 84.93M (1.51%) | 348.63K Increased by +0.41% | Sep 30, 23 |
| 9 | Northern Trust Corp | 63.11M (1.12%) | 37.11K Increased by +0.06% | Sep 30, 23 |
| 10 | Massachusetts Financial Services Company | 60.21M (1.07%) | 5.19M Increased by +8.61% | Sep 30, 23 |
| 11 | State Farm Mutual Automobile Ins Co | 54.51M (0.97%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 12 | Bank of America Corp | 52.19M (0.93%) | -7.42M Decreased by -14.22% | Sep 30, 23 |
| 13 | Bank of New York Mellon Corp | 49.35M (0.87%) | -1.39M Decreased by -2.81% | Sep 30, 23 |
| 14 | T. Rowe Price Associates, Inc. | 49.01M (0.87%) | 16.42M Increased by +33.50% | Sep 30, 23 |
| 15 | Dimensional Fund Advisors, Inc. | 45.24M (0.80%) | -1.76M Decreased by -3.90% | Sep 30, 23 |
| 16 | Legal & General Group PLC | 42.51M (0.75%) | -1.33M Decreased by -3.13% | Sep 30, 23 |
| 17 | JPMorgan Chase & Co | 41.46M (0.73%) | -1.51M Decreased by -3.65% | Sep 30, 23 |
| 18 | Amundi | 38.54M (0.68%) | 4.08M Increased by +10.58% | Sep 30, 23 |
| 19 | Deutsche Bank AG | 36.57M (0.65%) | -3.69M Decreased by -10.08% | Sep 30, 23 |
| 20 | UBS Asset Mgmt Americas Inc | 26.69M (0.47%) | 1.82M Increased by +6.81% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 177.01M (3.14%) | 256.31K Increased by +0.14% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 137.61M (2.44%) | 1.28M Increased by +0.93% | Nov 30, 23 |
| 3 | SPDR® S&P 500 ETF Trust | 69.65M (1.23%) | -489.10K Decreased by -0.70% | Dec 31, 23 |
| 4 | Fidelity® 500 Index | 65.79M (1.17%) | 418.68K Increased by +0.64% | Nov 30, 23 |
| 5 | Schwab US Dividend Equity ETF™ | 64.80M (1.15%) | 9.48K Increased by +0.01% | Dec 30, 23 |
| 6 | Vanguard Health Care Inv | 58.87M (1.04%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 7 | iShares Core S&P 500 ETF | 56.24M (1.00%) | 33.57K Increased by +0.06% | Dec 29, 23 |
| 8 | Vanguard Value Index Inv | 48.40M (0.86%) | 137.20K Increased by +0.28% | Nov 30, 23 |
| 9 | American Funds Washington Mutual A | 47.61M (0.84%) | -1.53M Decreased by -3.21% | Sep 30, 23 |
| 10 | Capital Group Wash Mutual Invtrs Comp | 47.61M (0.84%) | -1.53M Decreased by -3.21% | Sep 30, 23 |
| 11 | American Funds Income Fund of Amer A | 46.84M (0.83%) | -5.84M Decreased by -12.47% | Sep 30, 23 |
| 12 | Health Care Select Sector SPDR® ETF | 41.98M (0.74%) | -30.47K Decreased by -0.07% | Dec 31, 23 |
| 13 | Vanguard Institutional Index I | 37.63M (0.67%) | -83.02K Decreased by -0.22% | Nov 30, 23 |
| 14 | Vanguard Equity-Income Inv | 36.84M (0.65%) | -2.09M Decreased by -5.66% | Sep 30, 23 |
| 15 | American Funds American Balanced A | 33.75M (0.60%) | -15.07M Decreased by -44.64% | Sep 30, 23 |
| 16 | MFS Large Cap Value Equity | 31.39M (0.56%) | 983.73K Increased by +3.13% | Sep 30, 23 |
| 17 | MFS Value A | 30.88M (0.55%) | -342.47K Decreased by -1.11% | Nov 30, 23 |
| 18 | State St S&P 500® Indx SL Cl III | 26.95M (0.48%) | -33.20K Decreased by -0.12% | Dec 31, 23 |
| 19 | Vanguard High Dividend Yield ETF | 25.44M (0.45%) | -44.56K Decreased by -0.18% | Nov 30, 23 |
| 20 | Vanguard Wellington™ Inv | 25.08M (0.44%) | -373.73K Decreased by -1.49% | Sep 30, 23 |