| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWF | 1000.00% |
| 2 | IYF | 1000.00% |
| 3 | IXG | 1000.00% |
| 4 | IWY | 1000.00% |
| 5 | IWX | 1000.00% |
| 6 | IWV | 1000.00% |
| 7 | IWL | 1000.00% |
| 8 | IAI | 1000.00% |
| 9 | ILCB | 1000.00% |
| 10 | ILCV | 1000.00% |
| 11 | ITOT | 1000.00% |
| 12 | IUSV | 1000.00% |
| 13 | IVE | 1000.00% |
| 14 | IVV | 1000.00% |
| 15 | IWB | 1000.00% |
| 16 | JKF | 1000.00% |
| 17 | JKD | 1000.00% |
| 18 | IWD | 1000.00% |
| 19 | IYY | 1000.00% |
| 20 | IYG | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | The Toronto-Dominion Bank | 225.97M (15.16%) | -28.34K Decreased by -0.01% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 123.10M (8.26%) | 266.66K Increased by +0.22% | Sep 30, 23 |
| 3 | BlackRock Inc | 95.18M (6.39%) | -448.04K Decreased by -0.47% | Sep 30, 23 |
| 4 | Dodge & Cox | 78.24M (5.25%) | -159.96K Decreased by -0.20% | Sep 30, 23 |
| 5 | State Street Corporation | 58.49M (3.92%) | -1.90M Decreased by -3.25% | Sep 30, 23 |
| 6 | T. Rowe Price Associates, Inc. | 51.99M (3.49%) | 15.22M Increased by +29.28% | Sep 30, 23 |
| 7 | JPMorgan Chase & Co | 34.88M (2.34%) | 7.78M Increased by +22.29% | Sep 30, 23 |
| 8 | Massachusetts Financial Services Company | 29.78M (2.00%) | 6.20M Increased by +20.81% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 27.58M (1.85%) | 508.92K Increased by +1.85% | Sep 30, 23 |
| 10 | Morgan Stanley - Brokerage Accounts | 22.62M (1.52%) | -364.57K Decreased by -1.61% | Sep 30, 23 |
| 11 | AllianceBernstein L.P. | 18.84M (1.26%) | 1.44M Increased by +7.63% | Sep 30, 23 |
| 12 | Harris Associates L.P. | 18.70M (1.25%) | -166.02K Decreased by -0.89% | Sep 30, 23 |
| 13 | Fisher Asset Management, LLC | 18.33M (1.23%) | 328.73K Increased by +1.79% | Sep 30, 23 |
| 14 | Flossbach von Storch AG | 17.73M (1.19%) | -593.58K Decreased by -3.35% | Sep 30, 23 |
| 15 | Amvescap Plc. | 15.56M (1.04%) | 502.30K Increased by +3.23% | Sep 30, 23 |
| 16 | Northern Trust Corp | 15.55M (1.04%) | 356.11K Increased by +2.29% | Sep 30, 23 |
| 17 | Bank of America Corp | 14.43M (0.97%) | -56.74K Decreased by -0.39% | Sep 30, 23 |
| 18 | Nuveen Asset Management, LLC | 13.50M (0.91%) | -224.24K Decreased by -1.66% | Sep 30, 23 |
| 19 | Bank of New York Mellon Corp | 12.72M (0.85%) | -1.62M Decreased by -12.76% | Sep 30, 23 |
| 20 | Putnam Investments LLC | 11.68M (0.78%) | -76.58K Decreased by -0.66% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | 2ndVote Advisers AMF Index | 191.27M (12.83%) | 0.00 Increased by 0.00% | Mar 31, 23 |
| 2 | 2ndVote Advisers SDI Index | 129.01M (8.66%) | 0.00 Increased by 0.00% | Mar 31, 23 |
| 3 | Dodge & Cox Stock I | 52.92M (3.55%) | 52.65M Increased by +99.49% | Sep 30, 23 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 47.16M (3.16%) | 57.02K Increased by +0.12% | Nov 30, 23 |
| 5 | Vanguard Institutional 500 Index Trust | 36.24M (2.43%) | 339.05K Increased by +0.94% | Nov 30, 23 |
| 6 | SPDR® S&P 500 ETF Trust | 18.35M (1.23%) | -128.92K Decreased by -0.70% | Dec 31, 23 |
| 7 | Fidelity® 500 Index | 17.33M (1.16%) | 110.27K Increased by +0.64% | Nov 30, 23 |
| 8 | iShares Core S&P 500 ETF | 14.82M (0.99%) | 8.85K Increased by +0.06% | Dec 29, 23 |
| 9 | Vanguard Value Index Inv | 12.90M (0.87%) | 32.47K Increased by +0.25% | Nov 30, 23 |
| 10 | JPM US Equity Income-Composite | 12.51M (0.84%) | 2.61M Increased by +20.85% | Dec 31, 23 |
| 11 | Nomura US Value Strategy Mother Fund | 10.67M (0.72%) | 10.65M Increased by +99.86% | Apr 27, 23 |
| 12 | FvS SICAV Multiple Opportunities F | 10.00M (0.67%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 13 | Vanguard Institutional Index I | 9.91M (0.66%) | -21.89K Decreased by -0.22% | Nov 30, 23 |
| 14 | JPM US Equity Income-MA | 9.90M (0.66%) | 9.89M Increased by +99.91% | Sep 30, 23 |
| 15 | Financial Select Sector SPDR® ETF | 9.75M (0.65%) | 19.94K Increased by +0.20% | Dec 31, 23 |
| 16 | JPMorgan Equity Income I | 9.71M (0.65%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 17 | State St S&P 500® Indx SL Cl III | 7.10M (0.48%) | -4.10K Decreased by -0.06% | Dec 31, 23 |
| 18 | Oakmark Investor | 6.88M (0.46%) | 725.00K Increased by +10.53% | Sep 30, 23 |
| 19 | Putnam Large Cap Value A | 5.99M (0.40%) | 120.55K Increased by +2.01% | Dec 31, 23 |
| 20 | Putnam US Large Cap Value Equity | 5.87M (0.39%) | 0.00 Increased by 0.00% | Sep 30, 23 |