| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IVE | 1000.00% |
| 2 | IWD | 1000.00% |
| 3 | IWB | 1000.00% |
| 4 | IVV | 1000.00% |
| 5 | IUSV | 1000.00% |
| 6 | HDV | 1000.00% |
| 7 | ILCB | 1000.00% |
| 8 | ILCV | 1000.00% |
| 9 | IMCB | 1000.00% |
| 10 | IMCV | 1000.00% |
| 11 | ITOT | 1000.00% |
| 12 | JKI | 1000.00% |
| 13 | JKG | 1000.00% |
| 14 | JKF | 1000.00% |
| 15 | JKD | 1000.00% |
| 16 | IYY | 1000.00% |
| 17 | IYG | 1000.00% |
| 18 | IYF | 1000.00% |
| 19 | IXG | 1000.00% |
| 20 | IWV | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 26.29M (12.03%) | -222.65K Decreased by -0.85% | Sep 30, 23 |
| 2 | BlackRock Inc | 19.82M (9.07%) | -466.60K Decreased by -2.35% | Sep 30, 23 |
| 3 | State Street Corporation | 14.98M (6.86%) | 497.28K Increased by +3.32% | Sep 30, 23 |
| 4 | Fayez Sarofim & Company | 7.19M (3.29%) | -296.61K Decreased by -4.12% | Sep 30, 23 |
| 5 | Geode Capital Management, LLC | 5.12M (2.34%) | 86.24K Increased by +1.69% | Sep 30, 23 |
| 6 | Charles Schwab Investment Management Inc | 4.90M (2.24%) | 134.84K Increased by +2.75% | Sep 30, 23 |
| 7 | Morgan Stanley - Brokerage Accounts | 3.48M (1.59%) | 25.01K Increased by +0.72% | Sep 30, 23 |
| 8 | Victory Capital Management Inc. | 3.39M (1.55%) | -33.55K Decreased by -0.99% | Sep 30, 23 |
| 9 | American Century Companies Inc | 2.96M (1.35%) | -128.31K Decreased by -4.34% | Sep 30, 23 |
| 10 | JPMorgan Chase & Co | 2.73M (1.25%) | -3.51M Decreased by -128.35% | Sep 30, 23 |
| 11 | Provident Trust Company | 2.36M (1.08%) | -37.88K Decreased by -1.60% | Sep 30, 23 |
| 12 | Northern Trust Corp | 2.36M (1.08%) | 93.83K Increased by +3.98% | Sep 30, 23 |
| 13 | Bank of New York Mellon Corp | 2.27M (1.04%) | 44.17K Increased by +1.95% | Sep 30, 23 |
| 14 | Amundi | 2.13M (0.97%) | 40.10K Increased by +1.88% | Sep 30, 23 |
| 15 | Legal & General Group PLC | 1.94M (0.89%) | -56.73K Decreased by -2.93% | Sep 30, 23 |
| 16 | Wells Fargo & Co | 1.76M (0.81%) | -23.17K Decreased by -1.31% | Sep 30, 23 |
| 17 | Amvescap Plc. | 1.68M (0.77%) | 119.31K Increased by +7.08% | Sep 30, 23 |
| 18 | Goldman Sachs Group Inc | 1.65M (0.76%) | 125.30K Increased by +7.58% | Sep 30, 23 |
| 19 | Fisher Asset Management, LLC | 1.64M (0.75%) | 675.66K Increased by +41.14% | Sep 30, 23 |
| 20 | Brown Advisory Holdings Inc | 1.61M (0.74%) | -2.00K Decreased by -0.12% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 7.03M (3.22%) | 8.30K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 5.47M (2.50%) | 52.82K Increased by +0.97% | Nov 30, 23 |
| 3 | Vanguard Mid Cap Index Institutional | 5.10M (2.33%) | 5.24K Increased by +0.10% | Nov 30, 23 |
| 4 | Schwab US Dividend Equity ETF™ | 3.53M (1.62%) | 516.00 Increased by +0.01% | Dec 30, 23 |
| 5 | SPDR® S&P Dividend ETF | 3.48M (1.59%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 6 | SPDR® S&P 500 ETF Trust | 2.77M (1.27%) | -19.42K Decreased by -0.70% | Dec 31, 23 |
| 7 | Fidelity® 500 Index | 2.61M (1.20%) | 16.63K Increased by +0.64% | Nov 30, 23 |
| 8 | iShares Select Dividend ETF | 2.32M (1.06%) | -1.44K Decreased by -0.06% | Dec 29, 23 |
| 9 | iShares Core S&P 500 ETF | 2.23M (1.02%) | 1.33K Increased by +0.06% | Dec 29, 23 |
| 10 | Victory Sycamore Established Value R | 2.05M (0.94%) | -15.00K Decreased by -0.73% | Sep 30, 23 |
| 11 | Vanguard Value Index Inv | 1.92M (0.88%) | 2.24K Increased by +0.12% | Nov 30, 23 |
| 12 | Vanguard Mid-Cap Value ETF | 1.81M (0.83%) | -8.04K Decreased by -0.45% | Nov 30, 23 |
| 13 | ProShares S&P 500 Dividend Aristocrats | 1.64M (0.75%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 14 | Vanguard Institutional Index I | 1.49M (0.68%) | -5.03K Decreased by -0.34% | Nov 30, 23 |
| 15 | Financial Select Sector SPDR® ETF | 1.47M (0.67%) | 3.00K Increased by +0.20% | Dec 31, 23 |
| 16 | American Century Mid Cap Value Inv | 1.15M (0.53%) | -46.07K Decreased by -4.00% | Sep 30, 23 |
| 17 | American Century U.S. Mid Cap Value | 1.15M (0.53%) | -46.07K Decreased by -4.00% | Sep 30, 23 |
| 18 | State St S&P 500® Indx SL Cl III | 1.07M (0.49%) | -4.50K Decreased by -0.42% | Dec 31, 23 |
| 19 | Vanguard High Dividend Yield ETF | 991.25K (0.45%) | -1.35K Decreased by -0.14% | Nov 30, 23 |
| 20 | Invesco S&P 500® Equal Weight ETF | 960.99K (0.44%) | 0.00 Increased by 0.00% | Dec 29, 23 |