| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ILCV | 1000.00% |
| 2 | JKF | 1000.00% |
| 3 | IWV | 1000.00% |
| 4 | IWD | 1000.00% |
| 5 | JKD | 1000.00% |
| 6 | IYC | 1000.00% |
| 7 | ILCB | 1000.00% |
| 8 | IWB | 1000.00% |
| 9 | IVV | 1000.00% |
| 10 | IVE | 1000.00% |
| 11 | IUSV | 1000.00% |
| 12 | IWX | 1000.00% |
| 13 | IYY | 1000.00% |
| 14 | KXI | 1000.00% |
| 15 | IWL | 1000.00% |
| 16 | ITOT | 1000.00% |
| 17 | GLOF | 1000.00% |
| 18 | NVQ | 3.94% |
| 19 | RTH | 3.63% |
| 20 | KNGS | 3.36% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 44.53M (9.67%) | 702.57K Increased by +1.58% | Sep 30, 23 |
| 2 | State Street Corporation | 34.87M (7.57%) | 786.57K Increased by +2.26% | Sep 30, 23 |
| 3 | BlackRock Inc | 31.79M (6.90%) | -676.64K Decreased by -2.13% | Sep 30, 23 |
| 4 | Capital World Investors | 29.10M (6.32%) | -3.61M Decreased by -12.40% | Sep 30, 23 |
| 5 | Wells Fargo & Co | 9.72M (2.11%) | 218.18K Increased by +2.24% | Sep 30, 23 |
| 6 | Franklin Resources Inc | 9.39M (2.04%) | 421.29K Increased by +4.48% | Sep 30, 23 |
| 7 | Massachusetts Financial Services Company | 9.30M (2.02%) | -15.40K Decreased by -0.17% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 8.62M (1.87%) | 178.48K Increased by +2.07% | Sep 30, 23 |
| 9 | Bank of America Corp | 8.30M (1.80%) | -3.15M Decreased by -37.90% | Sep 30, 23 |
| 10 | FMR Inc | 6.76M (1.47%) | 1.42M Increased by +20.94% | Sep 30, 23 |
| 11 | Morgan Stanley - Brokerage Accounts | 6.09M (1.32%) | -35.42K Decreased by -0.58% | Sep 30, 23 |
| 12 | Northern Trust Corp | 5.15M (1.12%) | 134.26K Increased by +2.61% | Sep 30, 23 |
| 13 | Bank of New York Mellon Corp | 3.80M (0.82%) | -65.45K Decreased by -1.72% | Sep 30, 23 |
| 14 | T. Rowe Price Associates, Inc. | 3.74M (0.81%) | -471.56K Decreased by -12.62% | Sep 30, 23 |
| 15 | UBS Group AG | 3.60M (0.78%) | 1.23M Increased by +34.24% | Sep 30, 23 |
| 16 | Stifel Financial Corp | 3.57M (0.78%) | 287.75K Increased by +8.06% | Sep 30, 23 |
| 17 | Amvescap Plc. | 3.47M (0.75%) | 127.49K Increased by +3.67% | Sep 30, 23 |
| 18 | Legal & General Group PLC | 3.37M (0.73%) | -151.82K Decreased by -4.50% | Sep 30, 23 |
| 19 | Diamond Hill Capital Management Inc | 2.84M (0.62%) | 1.02M Increased by +36.01% | Sep 30, 23 |
| 20 | Charles Schwab Investment Management Inc | 2.75M (0.60%) | 71.55K Increased by +2.60% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 14.47M (3.14%) | 17.57K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 11.25M (2.44%) | 101.89K Increased by +0.91% | Nov 30, 23 |
| 3 | American Funds Washington Mutual A | 9.53M (2.07%) | -250.85K Decreased by -2.63% | Sep 30, 23 |
| 4 | Capital Group Wash Mutual Invtrs Comp | 9.53M (2.07%) | -250.85K Decreased by -2.63% | Sep 30, 23 |
| 5 | American Funds American Balanced A | 7.64M (1.66%) | -1.44M Decreased by -18.82% | Sep 30, 23 |
| 6 | SPDR® S&P 500 ETF Trust | 5.69M (1.24%) | -40.00K Decreased by -0.70% | Dec 31, 23 |
| 7 | MFS Value A | 5.57M (1.21%) | -61.76K Decreased by -1.11% | Nov 30, 23 |
| 8 | Fidelity® 500 Index | 5.38M (1.17%) | 34.23K Increased by +0.64% | Nov 30, 23 |
| 9 | MFS Large Cap Value Equity | 5.22M (1.13%) | -141.67K Decreased by -2.71% | Sep 30, 23 |
| 10 | American Funds Income Fund of Amer A | 5.02M (1.09%) | -823.07K Decreased by -16.38% | Sep 30, 23 |
| 11 | iShares Core S&P 500 ETF | 4.60M (1.00%) | 2.74K Increased by +0.06% | Dec 29, 23 |
| 12 | Vanguard Value Index Inv | 3.96M (0.86%) | 10.70K Increased by +0.27% | Nov 30, 23 |
| 13 | Templeton Growth A | 3.33M (0.72%) | 339.75K Increased by +10.20% | Nov 30, 23 |
| 14 | Templeton Growth Inc A | 3.33M (0.72%) | 339.75K Increased by +10.20% | Nov 30, 23 |
| 15 | Consumer Staples Select Sector SPDR® ETF | 3.25M (0.71%) | -9.89K Decreased by -0.30% | Dec 31, 23 |
| 16 | SPDR® S&P Dividend ETF | 3.22M (0.70%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 17 | Vanguard Institutional Index I | 3.08M (0.67%) | -6.78K Decreased by -0.22% | Nov 30, 23 |
| 18 | Franklin Rising Dividends A | 2.81M (0.61%) | -240.00K Decreased by -8.55% | Nov 30, 23 |
| 19 | Franklin Rising Dividends Fund A | 2.81M (0.61%) | -240.00K Decreased by -8.55% | Nov 30, 23 |
| 20 | Vanguard Dividend Appreciation ETF | 2.66M (0.58%) | 18.21K Increased by +0.68% | Nov 30, 23 |