| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ITOT | 1000.00% |
| 2 | JKI | 1000.00% |
| 3 | JKG | 1000.00% |
| 4 | JKF | 1000.00% |
| 5 | JKD | 1000.00% |
| 6 | IYY | 1000.00% |
| 7 | IXN | 1000.00% |
| 8 | IVW | 1000.00% |
| 9 | IVV | 1000.00% |
| 10 | GLOF | 1000.00% |
| 11 | IVE | 1000.00% |
| 12 | IUSV | 1000.00% |
| 13 | IUSG | 1000.00% |
| 14 | IDAT | 1000.00% |
| 15 | IGM | 1000.00% |
| 16 | ILCB | 1000.00% |
| 17 | ILCV | 1000.00% |
| 18 | IMCB | 1000.00% |
| 19 | IMCV | 1000.00% |
| 20 | SPDV | 2.89% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 23.58M (11.33%) | -214.40K Decreased by -0.91% | Sep 30, 23 |
| 2 | JPMorgan Chase & Co | 17.68M (8.49%) | 1.50M Increased by +8.49% | Sep 30, 23 |
| 3 | Sanders Capital, LLC | 15.04M (7.23%) | 18.03K Increased by +0.12% | Sep 30, 23 |
| 4 | BlackRock Inc | 14.63M (7.03%) | -351.46K Decreased by -2.40% | Sep 30, 23 |
| 5 | FMR Inc | 13.93M (6.69%) | 1.61M Increased by +11.57% | Sep 30, 23 |
| 6 | Capital Research Global Investors | 11.93M (5.73%) | 11.93M Increased by +100.00% | Sep 30, 23 |
| 7 | State Street Corporation | 9.28M (4.46%) | -628.00 Decreased by -0.01% | Sep 30, 23 |
| 8 | Valueact Holdings, L.p. | 7.69M (3.69%) | -5.75M Decreased by -74.80% | Sep 30, 23 |
| 9 | Wellington Management Company LLP | 4.38M (2.10%) | 127.21K Increased by +2.90% | Sep 30, 23 |
| 10 | Morgan Stanley - Brokerage Accounts | 3.97M (1.91%) | -288.02K Decreased by -7.25% | Sep 30, 23 |
| 11 | Geode Capital Management, LLC | 3.59M (1.72%) | 66.50K Increased by +1.85% | Sep 30, 23 |
| 12 | Slate Path Capital LP | 3.49M (1.68%) | 1.80M Increased by +51.48% | Sep 30, 23 |
| 13 | ClearBridge Advisors, LLC | 2.92M (1.40%) | -532.37K Decreased by -18.21% | Sep 30, 23 |
| 14 | Amvescap Plc. | 2.80M (1.35%) | 10.70K Increased by +0.38% | Sep 30, 23 |
| 15 | Massachusetts Financial Services Company | 2.41M (1.16%) | 470.59K Increased by +19.53% | Sep 30, 23 |
| 16 | Citadel Advisors Llc | 2.16M (1.04%) | 1.98M Increased by +91.90% | Sep 30, 23 |
| 17 | Northern Trust Corp | 1.65M (0.79%) | 38.29K Increased by +2.32% | Sep 30, 23 |
| 18 | Goldman Sachs Group Inc | 1.61M (0.77%) | -149.65K Decreased by -9.30% | Sep 30, 23 |
| 19 | Legal & General Group PLC | 1.60M (0.77%) | -42.09K Decreased by -2.62% | Sep 30, 23 |
| 20 | Holocene Advisors, LP | 1.59M (0.77%) | -313.39K Decreased by -19.68% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 6.18M (2.97%) | 7.67K Increased by +0.12% | Nov 30, 23 |
| 2 | American Funds Capital Income Bldr A | 5.36M (2.57%) | 5.36M Increased by +100.00% | Sep 30, 23 |
| 3 | Fidelity® Low-Priced Stock | 5.05M (2.43%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 4 | Vanguard Institutional 500 Index Trust | 4.70M (2.26%) | 43.72K Increased by +0.93% | Nov 30, 23 |
| 5 | Vanguard Mid Cap Index Institutional | 4.48M (2.15%) | 4.83K Increased by +0.11% | Nov 30, 23 |
| 6 | iShares Select Dividend ETF | 4.14M (1.99%) | -2.55K Decreased by -0.06% | Nov 30, 23 |
| 7 | JPM US Equity Income-Composite | 4.10M (1.97%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 8 | JPM US Equity Income-MA | 4.10M (1.97%) | 4.10M Increased by +99.90% | Sep 30, 23 |
| 9 | JPMorgan Equity Income I | 3.37M (1.62%) | -729.64K Decreased by -21.64% | Oct 31, 23 |
| 10 | Delaware Ivy Science and Technology C | 3.28M (1.58%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 11 | Ivy Science/Technology Composite | 3.28M (1.58%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 12 | Vanguard Windsor™ II Inv | 3.16M (1.52%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 13 | American Funds Income Fund of Amer A | 2.79M (1.34%) | 2.79M Increased by +100.00% | Sep 30, 23 |
| 14 | Vanguard Windsor Investor Shares | 2.73M (1.31%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 15 | American Funds Capital World Gr&Inc A | 2.34M (1.12%) | 2.34M Increased by +100.00% | Sep 30, 23 |
| 16 | Capital Group World Growth & Inc Cmp | 2.34M (1.12%) | 2.34M Increased by +100.00% | Sep 30, 23 |
| 17 | Fidelity® 500 Index | 2.23M (1.07%) | 17.79K Increased by +0.80% | Oct 31, 23 |
| 18 | SPDR® S&P 500 ETF Trust | 2.19M (1.05%) | 7.01K Increased by +0.32% | Nov 30, 23 |
| 19 | iShares Core S&P 500 ETF | 1.90M (0.91%) | 1.84K Increased by +0.10% | Nov 30, 23 |
| 20 | SPDR® Portfolio S&P 500 High Div ETF | 1.44M (0.69%) | -5.47K Decreased by -0.38% | Nov 30, 23 |