| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | HDV | 1000.00% |
| 2 | IYY | 1000.00% |
| 3 | JKD | 1000.00% |
| 4 | JKF | 1000.00% |
| 5 | IWB | 1000.00% |
| 6 | IVV | 1000.00% |
| 7 | IVE | 1000.00% |
| 8 | IUSV | 1000.00% |
| 9 | ITOT | 1000.00% |
| 10 | IXG | 1000.00% |
| 11 | IWX | 1000.00% |
| 12 | IWV | 1000.00% |
| 13 | IWL | 1000.00% |
| 14 | IWD | 1000.00% |
| 15 | ILCV | 1000.00% |
| 16 | ILCB | 1000.00% |
| 17 | IAT | 1000.00% |
| 18 | IYF | 1000.00% |
| 19 | IYG | 1000.00% |
| 20 | BNKD | 10.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 36.85M (9.33%) | -177.76K Decreased by -0.48% | Sep 30, 23 |
| 2 | BlackRock Inc | 28.20M (7.14%) | -667.69K Decreased by -2.37% | Sep 30, 23 |
| 3 | State Street Corporation | 16.59M (4.20%) | -536.65K Decreased by -3.23% | Sep 30, 23 |
| 4 | FMR Inc | 14.33M (3.63%) | 893.81K Increased by +6.24% | Sep 30, 23 |
| 5 | Capital Research & Mgmt Co - Division 3 | 13.76M (3.48%) | 5.14M Increased by +37.33% | Sep 30, 23 |
| 6 | Wellington Management Company LLP | 12.60M (3.19%) | -1.14M Decreased by -9.07% | Sep 30, 23 |
| 7 | JPMorgan Chase & Co | 11.16M (2.82%) | 547.70K Increased by +4.91% | Sep 30, 23 |
| 8 | Bank of America Corp | 8.80M (2.23%) | -79.28K Decreased by -0.90% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 7.52M (1.90%) | 153.69K Increased by +2.04% | Sep 30, 23 |
| 10 | Massachusetts Financial Services Company | 7.33M (1.86%) | -47.91K Decreased by -0.65% | Sep 30, 23 |
| 11 | Aristotle Capital Management LLC | 5.76M (1.46%) | -170.57K Decreased by -2.96% | Sep 30, 23 |
| 12 | Amvescap Plc. | 5.16M (1.31%) | 484.48K Increased by +9.38% | Sep 30, 23 |
| 13 | T. Rowe Price Associates, Inc. | 4.93M (1.25%) | -3.99M Decreased by -80.97% | Sep 30, 23 |
| 14 | Ameriprise Financial Inc | 4.78M (1.21%) | -1.11M Decreased by -23.21% | Sep 30, 23 |
| 15 | Northern Trust Corp | 4.70M (1.19%) | 93.64K Increased by +1.99% | Sep 30, 23 |
| 16 | T. Rowe Price Investment Management,Inc. | 4.22M (1.07%) | -1.62M Decreased by -38.35% | Sep 30, 23 |
| 17 | Capital Research Global Investors | 3.99M (1.01%) | 2.79M Increased by +69.99% | Sep 30, 23 |
| 18 | Morgan Stanley - Brokerage Accounts | 3.86M (0.98%) | 36.36K Increased by +0.94% | Sep 30, 23 |
| 19 | Putnam Investments LLC | 3.56M (0.90%) | -52.61K Decreased by -1.48% | Sep 30, 23 |
| 20 | Neuberger Berman Group LLC | 3.46M (0.88%) | 90.18K Increased by +2.60% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 12.48M (3.16%) | 14.80K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 9.71M (2.46%) | 88.95K Increased by +0.92% | Nov 30, 23 |
| 3 | American Funds American Mutual A | 6.63M (1.68%) | 2.64M Increased by +39.75% | Sep 30, 23 |
| 4 | Capital Group American Mutual Comp | 6.63M (1.68%) | 2.64M Increased by +39.75% | Sep 30, 23 |
| 5 | SPDR® S&P 500 ETF Trust | 4.92M (1.24%) | -34.46K Decreased by -0.70% | Dec 31, 23 |
| 6 | Fidelity® 500 Index | 4.64M (1.17%) | 29.54K Increased by +0.64% | Nov 30, 23 |
| 7 | JPM US Equity Income-MA | 4.51M (1.14%) | 4.51M Increased by +99.91% | Sep 30, 23 |
| 8 | JPMorgan Equity Income I | 4.43M (1.12%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 9 | JPM US Equity Income-Composite | 4.34M (1.10%) | -175.96K Decreased by -4.06% | Dec 31, 23 |
| 10 | MFS Large Cap Value Equity | 4.33M (1.10%) | -117.47K Decreased by -2.71% | Sep 30, 23 |
| 11 | MFS Value A | 4.26M (1.08%) | -47.25K Decreased by -1.11% | Nov 30, 23 |
| 12 | iShares Core S&P 500 ETF | 3.97M (1.00%) | 2.37K Increased by +0.06% | Dec 29, 23 |
| 13 | Vanguard Dividend Growth Inv | 3.81M (0.97%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 14 | Vanguard Value Index Inv | 3.41M (0.86%) | 10.40K Increased by +0.30% | Nov 30, 23 |
| 15 | Vanguard Equity-Income Inv | 3.33M (0.84%) | -495.28K Decreased by -14.85% | Sep 30, 23 |
| 16 | Columbia Dividend Value | 2.93M (0.74%) | -33.06K Decreased by -1.13% | Sep 30, 23 |
| 17 | Columbia Dividend Income Inst | 2.91M (0.74%) | -15.05K Decreased by -0.52% | Nov 30, 23 |
| 18 | T. Rowe Price Capital Appreciation | 2.72M (0.69%) | -1.03M Decreased by -38.05% | Sep 30, 23 |
| 19 | American Funds American Balanced A | 2.68M (0.68%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 20 | Vanguard Institutional Index I | 2.65M (0.67%) | -6.35K Decreased by -0.24% | Nov 30, 23 |