| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | EXI | 1000.00% |
| 2 | JKF | 1000.00% |
| 3 | JKD | 1000.00% |
| 4 | IYY | 1000.00% |
| 5 | IWX | 1000.00% |
| 6 | IWV | 1000.00% |
| 7 | IWL | 1000.00% |
| 8 | IWD | 1000.00% |
| 9 | IWB | 1000.00% |
| 10 | IVV | 1000.00% |
| 11 | IVE | 1000.00% |
| 12 | IUSV | 1000.00% |
| 13 | ITOT | 1000.00% |
| 14 | IOO | 1000.00% |
| 15 | ILCV | 1000.00% |
| 16 | ILCB | 1000.00% |
| 17 | DFEN | 13.66% |
| 18 | MISL | 8.15% |
| 19 | PPA | 6.71% |
| 20 | ORFN | 5.78% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 124.93M (9.45%) | -369.63K Decreased by -0.30% | Sep 30, 23 |
| 2 | State Street Corporation | 123.33M (9.33%) | -1.02M Decreased by -0.83% | Sep 30, 23 |
| 3 | BlackRock Inc | 101.71M (7.70%) | -1.06M Decreased by -1.04% | Sep 30, 23 |
| 4 | Capital Research Global Investors | 73.08M (5.53%) | 6.55M Increased by +8.96% | Sep 30, 23 |
| 5 | Capital Research & Mgmt Co - Division 3 | 54.07M (4.09%) | 8.65M Increased by +16.00% | Sep 30, 23 |
| 6 | Wellington Management Company LLP | 47.19M (3.57%) | 7.90M Increased by +16.73% | Sep 30, 23 |
| 7 | JPMorgan Chase & Co | 35.56M (2.69%) | -2.60M Decreased by -7.31% | Sep 30, 23 |
| 8 | Dodge & Cox | 32.53M (2.46%) | -143.65K Decreased by -0.44% | Sep 30, 23 |
| 9 | Morgan Stanley - Brokerage Accounts | 28.05M (2.12%) | -2.95M Decreased by -10.52% | Sep 30, 23 |
| 10 | Geode Capital Management, LLC | 27.18M (2.06%) | 414.40K Increased by +1.52% | Sep 30, 23 |
| 11 | Bank of America Corp | 21.69M (1.64%) | -2.43M Decreased by -11.22% | Sep 30, 23 |
| 12 | Northern Trust Corp | 13.73M (1.04%) | 256.21K Increased by +1.87% | Sep 30, 23 |
| 13 | Franklin Resources Inc | 13.60M (1.03%) | -747.76K Decreased by -5.50% | Sep 30, 23 |
| 14 | Bank of New York Mellon Corp | 11.29M (0.85%) | -2.47M Decreased by -21.92% | Sep 30, 23 |
| 15 | Wells Fargo & Co | 11.23M (0.85%) | -3.12M Decreased by -27.77% | Sep 30, 23 |
| 16 | Charles Schwab Investment Management Inc | 11.06M (0.84%) | 60.32K Increased by +0.55% | Sep 30, 23 |
| 17 | ClearBridge Advisors, LLC | 10.94M (0.83%) | -5.31M Decreased by -48.50% | Sep 30, 23 |
| 18 | UBS Group AG | 10.85M (0.82%) | -225.37K Decreased by -2.08% | Sep 30, 23 |
| 19 | Sanders Capital, LLC | 10.00M (0.76%) | 1.68M Increased by +16.83% | Sep 30, 23 |
| 20 | Fisher Asset Management, LLC | 9.48M (0.72%) | 200.49K Increased by +2.12% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 45.62M (3.45%) | 55.03K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 35.48M (2.68%) | 324.23K Increased by +0.91% | Nov 30, 23 |
| 3 | American Funds American Mutual A | 23.65M (1.79%) | 390.63K Increased by +1.65% | Sep 30, 23 |
| 4 | Capital Group American Mutual Comp | 23.65M (1.79%) | 390.63K Increased by +1.65% | Sep 30, 23 |
| 5 | Dodge & Cox Stock I | 22.91M (1.73%) | 22.79M Increased by +99.50% | Sep 30, 23 |
| 6 | American Funds Invmt Co of Amer A | 20.61M (1.56%) | 7.54M Increased by +36.57% | Sep 30, 23 |
| 7 | Capital Group Investment Co of Amer Comp | 20.61M (1.56%) | 7.54M Increased by +36.57% | Sep 30, 23 |
| 8 | SPDR® S&P 500 ETF Trust | 17.72M (1.34%) | -124.54K Decreased by -0.70% | Dec 31, 23 |
| 9 | American Funds Capital Income Bldr A | 17.23M (1.30%) | -1.28M Decreased by -7.41% | Sep 30, 23 |
| 10 | Fidelity® 500 Index | 16.96M (1.28%) | 107.93K Increased by +0.64% | Nov 30, 23 |
| 11 | iShares Core S&P 500 ETF | 14.32M (1.08%) | 8.55K Increased by +0.06% | Dec 29, 23 |
| 12 | American Funds Washington Mutual A | 14.20M (1.07%) | -1.54M Decreased by -10.82% | Sep 30, 23 |
| 13 | Capital Group Wash Mutual Invtrs Comp | 14.20M (1.07%) | -1.54M Decreased by -10.82% | Sep 30, 23 |
| 14 | Vanguard Dividend Growth Inv | 14.17M (1.07%) | 1.08M Increased by +7.63% | Sep 30, 23 |
| 15 | Vanguard Value Index Inv | 12.48M (0.94%) | 34.65K Increased by +0.28% | Nov 30, 23 |
| 16 | iShares US Aerospace & Defense ETF | 11.85M (0.90%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 17 | JPM US Equity Income-Composite | 10.99M (0.83%) | -1.23M Decreased by -11.20% | Sep 30, 23 |
| 18 | JPM US Equity Income-MA | 10.99M (0.83%) | 10.98M Increased by +99.89% | Sep 30, 23 |
| 19 | Vanguard Wellington™ Inv | 10.77M (0.82%) | 1.04M Increased by +9.66% | Sep 30, 23 |
| 20 | Capital Group AMCAP Composite | 9.92M (0.75%) | -1.09M Decreased by -11.02% | Sep 30, 23 |