| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKD | 1000.00% |
| 2 | IWB | 1000.00% |
| 3 | IVV | 1000.00% |
| 4 | IVE | 1000.00% |
| 5 | IUSV | 1000.00% |
| 6 | ITOT | 1000.00% |
| 7 | ILCB | 1000.00% |
| 8 | ILCV | 1000.00% |
| 9 | JKF | 1000.00% |
| 10 | IXP | 1000.00% |
| 11 | IYY | 1000.00% |
| 12 | IWX | 1000.00% |
| 13 | FOVL | 1000.00% |
| 14 | IWV | 1000.00% |
| 15 | IWL | 1000.00% |
| 16 | GLOF | 1000.00% |
| 17 | IWD | 1000.00% |
| 18 | HDLB | 8.79% |
| 19 | RSPC | 5.38% |
| 20 | GBLO | 5.26% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 620.25M (8.69%) | -46.22K Decreased by -0.01% | Sep 30, 23 |
| 2 | BlackRock Inc | 534.92M (7.49%) | 149.74K Increased by +0.03% | Sep 30, 23 |
| 3 | State Street Corporation | 296.39M (4.15%) | -698.57K Decreased by -0.24% | Sep 30, 23 |
| 4 | Newport Trust Co. | 200.00M (2.80%) | 673.04K Increased by +0.34% | Sep 30, 23 |
| 5 | Geode Capital Management, LLC | 142.13M (1.99%) | 3.96M Increased by +2.79% | Sep 30, 23 |
| 6 | Morgan Stanley - Brokerage Accounts | 93.04M (1.30%) | -4.08M Decreased by -4.38% | Sep 30, 23 |
| 7 | Northern Trust Corp | 75.16M (1.05%) | 1.83M Increased by +2.43% | Sep 30, 23 |
| 8 | Bank of New York Mellon Corp | 60.27M (0.84%) | 334.22K Increased by +0.55% | Sep 30, 23 |
| 9 | Bank of America Corp | 58.19M (0.81%) | 6.96M Increased by +11.96% | Sep 30, 23 |
| 10 | FMR Inc | 57.52M (0.81%) | 32.56M Increased by +56.61% | Sep 30, 23 |
| 11 | Ameriprise Financial Inc | 52.61M (0.74%) | 34.19M Increased by +64.98% | Sep 30, 23 |
| 12 | Legal & General Group PLC | 50.58M (0.71%) | -1.51M Decreased by -2.98% | Sep 30, 23 |
| 13 | Goldman Sachs Group Inc | 50.21M (0.70%) | 12.78M Increased by +25.46% | Sep 30, 23 |
| 14 | Charles Schwab Investment Management Inc | 49.79M (0.70%) | 327.43K Increased by +0.66% | Sep 30, 23 |
| 15 | Dimensional Fund Advisors, Inc. | 46.24M (0.65%) | -2.22M Decreased by -4.81% | Sep 30, 23 |
| 16 | Royal Bank of Canada | 40.97M (0.57%) | -4.34M Decreased by -10.60% | Sep 30, 23 |
| 17 | California Public Employees Retrmnt Sys | 34.56M (0.48%) | 9.52M Increased by +27.54% | Sep 30, 23 |
| 18 | UBS Asset Mgmt Americas Inc | 31.88M (0.45%) | -912.19K Decreased by -2.86% | Sep 30, 23 |
| 19 | Arrowstreet Capital Limited Partnership | 30.25M (0.42%) | 8.96M Increased by +29.60% | Sep 30, 23 |
| 20 | Amvescap Plc. | 29.71M (0.42%) | 2.45M Increased by +8.24% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 224.19M (3.14%) | 390.09K Increased by +0.17% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 174.25M (2.44%) | 1.58M Increased by +0.91% | Nov 30, 23 |
| 3 | Fidelity® 500 Index | 82.78M (1.16%) | 659.43K Increased by +0.80% | Oct 31, 23 |
| 4 | SPDR® S&P 500 ETF Trust | 81.12M (1.14%) | 258.94K Increased by +0.32% | Nov 30, 23 |
| 5 | iShares Core S&P 500 ETF | 70.46M (0.99%) | 68.22K Increased by +0.10% | Nov 30, 23 |
| 6 | Vanguard Value Index Inv | 61.29M (0.86%) | 168.95K Increased by +0.28% | Nov 30, 23 |
| 7 | Vanguard Institutional Index I | 47.64M (0.67%) | -105.87K Decreased by -0.22% | Nov 30, 23 |
| 8 | Communication Services Sel Sect SPDR®ETF | 46.43M (0.65%) | 394.13K Increased by +0.85% | Nov 30, 23 |
| 9 | State St S&P 500® Indx SL Cl III | 34.17M (0.48%) | 140.40K Increased by +0.41% | Nov 30, 23 |
| 10 | Vanguard High Dividend Yield ETF | 32.21M (0.45%) | -54.61K Decreased by -0.17% | Nov 30, 23 |
| 11 | Columbia Dividend Value | 25.43M (0.36%) | 25.43M Increased by +100.00% | Sep 30, 23 |
| 12 | Blackrock Eq Idx Fund CF | 25.37M (0.36%) | -422.82K Decreased by -1.67% | Sep 30, 23 |
| 13 | Columbia Dividend Income Inst | 25.30M (0.35%) | -130.69K Decreased by -0.52% | Nov 30, 23 |
| 14 | iShares MSCI USA Value Factor ETF | 19.66M (0.28%) | -2.22M Decreased by -11.29% | Nov 30, 23 |
| 15 | iShares Select Dividend ETF | 19.15M (0.27%) | -11.79K Decreased by -0.06% | Nov 30, 23 |
| 16 | iShares Russell 1000 Value ETF | 19.15M (0.27%) | 2.92K Increased by +0.02% | Nov 30, 23 |
| 17 | NT S&P 500 Index Fund - NL | 15.69M (0.22%) | -69.38K Decreased by -0.44% | Sep 30, 23 |
| 18 | Schwab® S&P 500 Index | 14.28M (0.20%) | 71.62K Increased by +0.50% | Nov 30, 23 |
| 19 | DFA US Large Cap Value I | 13.49M (0.19%) | -1.35M Decreased by -9.98% | Oct 31, 23 |
| 20 | Fidelity® Total Market Index | 12.65M (0.18%) | 61.14K Increased by +0.48% | Oct 31, 23 |