| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWR | 1000.00% |
| 2 | IVE | 1000.00% |
| 3 | IYF | 1000.00% |
| 4 | IYG | 1000.00% |
| 5 | IUSV | 1000.00% |
| 6 | ITOT | 1000.00% |
| 7 | IYY | 1000.00% |
| 8 | IVV | 1000.00% |
| 9 | IWB | 1000.00% |
| 10 | IMCV | 1000.00% |
| 11 | IMCB | 1000.00% |
| 12 | ILCV | 1000.00% |
| 13 | ILCB | 1000.00% |
| 14 | IWD | 1000.00% |
| 15 | IXG | 1000.00% |
| 16 | JKI | 1000.00% |
| 17 | GLOF | 1000.00% |
| 18 | IAT | 1000.00% |
| 19 | IWV | 1000.00% |
| 20 | IWS | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 114.59M (12.36%) | 2.98M Increased by +2.60% | Sep 30, 23 |
| 2 | BlackRock Inc | 89.53M (9.66%) | -1.25M Decreased by -1.39% | Sep 30, 23 |
| 3 | Wellington Management Company LLP | 53.82M (5.81%) | 4.16M Increased by +7.73% | Sep 30, 23 |
| 4 | State Street Corporation | 51.72M (5.58%) | 2.68M Increased by +5.18% | Sep 30, 23 |
| 5 | JPMorgan Chase & Co | 22.18M (2.39%) | -151.75K Decreased by -0.68% | Sep 30, 23 |
| 6 | Geode Capital Management, LLC | 20.82M (2.25%) | 464.29K Increased by +2.23% | Sep 30, 23 |
| 7 | Charles Schwab Investment Management Inc | 20.17M (2.18%) | 618.38K Increased by +3.07% | Sep 30, 23 |
| 8 | Morgan Stanley - Brokerage Accounts | 15.20M (1.64%) | -497.18K Decreased by -3.27% | Sep 30, 23 |
| 9 | Dimensional Fund Advisors, Inc. | 14.18M (1.53%) | 32.71K Increased by +0.23% | Sep 30, 23 |
| 10 | LSV Asset Management | 13.83M (1.49%) | -913.10K Decreased by -6.60% | Sep 30, 23 |
| 11 | First Trust Advisors L.P. | 13.08M (1.41%) | 966.99K Increased by +7.39% | Sep 30, 23 |
| 12 | Thornburg Investment Management Inc | 11.18M (1.21%) | -554.36K Decreased by -4.96% | Sep 30, 23 |
| 13 | Amvescap Plc. | 11.09M (1.20%) | 1.46M Increased by +13.13% | Sep 30, 23 |
| 14 | Northern Trust Corp | 10.76M (1.16%) | 1.27M Increased by +11.78% | Sep 30, 23 |
| 15 | Amundi | 10.50M (1.13%) | -4.31M Decreased by -41.08% | Sep 30, 23 |
| 16 | Arrowstreet Capital Limited Partnership | 9.72M (1.05%) | 1.99M Increased by +20.48% | Sep 30, 23 |
| 17 | Goldman Sachs Group Inc | 9.29M (1.00%) | 816.46K Increased by +8.78% | Sep 30, 23 |
| 18 | Massachusetts Financial Services Company | 8.86M (0.96%) | -317.59K Decreased by -3.58% | Sep 30, 23 |
| 19 | Allspring Global Investments Holdings, LLC | 8.16M (0.88%) | 8.49K Increased by +0.10% | Sep 30, 23 |
| 20 | Bank of America Corp | 7.53M (0.81%) | 3.19M Increased by +42.32% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Equity-Income Inv | 30.96M (3.34%) | 6.78M Increased by +21.89% | Sep 30, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 29.34M (3.17%) | 33.05K Increased by +0.11% | Nov 30, 23 |
| 3 | Vanguard Institutional 500 Index Trust | 22.88M (2.47%) | 221.89K Increased by +0.97% | Nov 30, 23 |
| 4 | Vanguard Mid Cap Index Institutional | 21.32M (2.30%) | 5.85K Increased by +0.03% | Nov 30, 23 |
| 5 | Vanguard Wellesley® Income Inv | 15.78M (1.70%) | 612.87K Increased by +3.88% | Sep 30, 23 |
| 6 | Schwab US Dividend Equity ETF™ | 14.76M (1.59%) | 2.16K Increased by +0.01% | Dec 30, 23 |
| 7 | SPDR® S&P 500 ETF Trust | 11.46M (1.24%) | -80.59K Decreased by -0.70% | Dec 31, 23 |
| 8 | Thornburg Investment Income Builder A | 10.98M (1.18%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 9 | Thornburg Investment Income Builder Sep | 10.98M (1.18%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | Fidelity® 500 Index | 10.93M (1.18%) | 69.56K Increased by +0.64% | Nov 30, 23 |
| 11 | JPM US Mid Cap Value-MA | 9.63M (1.04%) | 9.60M Increased by +99.69% | Sep 30, 23 |
| 12 | JPMorgan Mid Cap Value L | 9.63M (1.04%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 13 | iShares Select Dividend ETF | 9.48M (1.02%) | -5.86K Decreased by -0.06% | Dec 29, 23 |
| 14 | JPM US Mid Cap Value-Composite | 9.45M (1.02%) | -181.92K Decreased by -1.92% | Dec 31, 23 |
| 15 | First Trust Rising Dividend Achiev ETF | 9.29M (1.00%) | 13.05K Increased by +0.14% | Dec 28, 23 |
| 16 | iShares Core S&P 500 ETF | 9.26M (1.00%) | 5.53K Increased by +0.06% | Dec 29, 23 |
| 17 | SPDR® S&P Regional Banking ETF | 8.62M (0.93%) | 5.57K Increased by +0.06% | Dec 31, 23 |
| 18 | Vanguard Value Index Inv | 8.04M (0.87%) | 16.71K Increased by +0.21% | Nov 30, 23 |
| 19 | Vanguard Mid-Cap Value ETF | 7.55M (0.81%) | -33.69K Decreased by -0.45% | Nov 30, 23 |
| 20 | Allspring Special Mid Cap Value Inst | 6.31M (0.68%) | 0.00 Increased by 0.00% | Oct 31, 23 |