| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | FOVL | 1000.00% |
| 2 | IXG | 1000.00% |
| 3 | IWV | 1000.00% |
| 4 | IWS | 1000.00% |
| 5 | IWR | 1000.00% |
| 6 | IWD | 1000.00% |
| 7 | IWB | 1000.00% |
| 8 | IVV | 1000.00% |
| 9 | IVE | 1000.00% |
| 10 | IUSV | 1000.00% |
| 11 | IYF | 1000.00% |
| 12 | JKI | 1000.00% |
| 13 | ITOT | 1000.00% |
| 14 | IYY | 1000.00% |
| 15 | IMCV | 1000.00% |
| 16 | IMCB | 1000.00% |
| 17 | ILCV | 1000.00% |
| 18 | ILCB | 1000.00% |
| 19 | IAK | 1000.00% |
| 20 | JKD | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 29.03M (12.23%) | -422.01K Decreased by -1.45% | Sep 30, 23 |
| 2 | BlackRock Inc | 19.54M (8.23%) | -379.69K Decreased by -1.94% | Sep 30, 23 |
| 3 | Nippon Life Insurance Co. | 18.14M (7.64%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 4 | Bank of America Corp | 12.10M (5.10%) | -1.63M Decreased by -13.44% | Sep 30, 23 |
| 5 | State Street Corporation | 9.87M (4.16%) | -274.12K Decreased by -2.78% | Sep 30, 23 |
| 6 | Capital Research Global Investors | 9.80M (4.13%) | 646.96K Increased by +6.60% | Sep 30, 23 |
| 7 | Geode Capital Management, LLC | 5.16M (2.17%) | -440.29K Decreased by -8.53% | Sep 30, 23 |
| 8 | Wellington Management Company LLP | 4.42M (1.86%) | 575.65K Increased by +13.01% | Sep 30, 23 |
| 9 | Dimensional Fund Advisors, Inc. | 3.92M (1.65%) | 50.15K Increased by +1.28% | Sep 30, 23 |
| 10 | Northern Trust Corp | 3.92M (1.65%) | 16.05K Increased by +0.41% | Sep 30, 23 |
| 11 | First Trust Advisors L.P. | 2.64M (1.11%) | -22.68K Decreased by -0.86% | Sep 30, 23 |
| 12 | Morgan Stanley - Brokerage Accounts | 2.61M (1.10%) | -48.64K Decreased by -1.86% | Sep 30, 23 |
| 13 | Amvescap Plc. | 2.23M (0.94%) | 249.13K Increased by +11.16% | Sep 30, 23 |
| 14 | Legal & General Group PLC | 2.01M (0.85%) | -88.61K Decreased by -4.42% | Sep 30, 23 |
| 15 | Goldman Sachs Group Inc | 1.96M (0.82%) | -387.02K Decreased by -19.77% | Sep 30, 23 |
| 16 | Royal Bank of Canada | 1.85M (0.78%) | -156.22K Decreased by -8.46% | Sep 30, 23 |
| 17 | Bank of New York Mellon Corp | 1.63M (0.69%) | -125.42K Decreased by -7.68% | Sep 30, 23 |
| 18 | Balyasny Asset Management LLC | 1.44M (0.61%) | 963.76K Increased by +67.05% | Sep 30, 23 |
| 19 | Charles Schwab Investment Management Inc | 1.28M (0.54%) | 3.19K Increased by +0.25% | Sep 30, 23 |
| 20 | HSBC Holdings PLC | 1.21M (0.51%) | 456.45K Increased by +37.69% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 7.58M (3.19%) | 9.50K Increased by +0.13% | Nov 30, 23 |
| 2 | Vanguard Mid Cap Index Institutional | 5.49M (2.31%) | 4.00K Increased by +0.07% | Nov 30, 23 |
| 3 | Vanguard Institutional 500 Index Trust | 5.42M (2.28%) | 49.58K Increased by +0.92% | Nov 30, 23 |
| 4 | American Funds American Mutual A | 5.15M (2.17%) | 627.77K Increased by +12.19% | Sep 30, 23 |
| 5 | Capital Group American Mutual Comp | 5.15M (2.17%) | 627.77K Increased by +12.19% | Sep 30, 23 |
| 6 | American Funds Capital Income Bldr A | 3.33M (1.40%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 7 | Hartford Dividend and Growth Y | 2.79M (1.17%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 8 | SPDR® S&P 500 ETF Trust | 2.70M (1.14%) | -18.98K Decreased by -0.70% | Dec 31, 23 |
| 9 | Fidelity® 500 Index | 2.59M (1.09%) | 16.49K Increased by +0.64% | Nov 30, 23 |
| 10 | First Trust Rising Dividend Achiev ETF | 2.32M (0.98%) | 3.25K Increased by +0.14% | Dec 28, 23 |
| 11 | iShares Core S&P 500 ETF | 2.18M (0.92%) | 1.30K Increased by +0.06% | Dec 29, 23 |
| 12 | Vanguard Value Index Inv | 2.07M (0.87%) | 3.00K Increased by +0.14% | Nov 30, 23 |
| 13 | iShares Select Dividend ETF | 2.07M (0.87%) | -1.28K Decreased by -0.06% | Dec 29, 23 |
| 14 | Vanguard Mid-Cap Value ETF | 1.95M (0.82%) | -8.68K Decreased by -0.45% | Nov 30, 23 |
| 15 | Vanguard Institutional Index I | 1.48M (0.62%) | -4.99K Decreased by -0.34% | Nov 30, 23 |
| 16 | Financial Select Sector SPDR® ETF | 1.44M (0.61%) | 2.92K Increased by +0.20% | Dec 31, 23 |
| 17 | Vanguard Dividend Appreciation ETF | 1.28M (0.54%) | 8.97K Increased by +0.70% | Nov 30, 23 |
| 18 | Invesco S&P 500® Equal Weight ETF | 1.26M (0.53%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 19 | DFA US Large Cap Value I | 1.23M (0.52%) | -1.49K Decreased by -0.12% | Nov 30, 23 |
| 20 | American Funds Income Fund of Amer A | 1.20M (0.51%) | 0.00 Increased by 0.00% | Sep 30, 23 |