| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWF | 1000.00% |
| 2 | JKD | 1000.00% |
| 3 | IUSG | 1000.00% |
| 4 | IWD | 1000.00% |
| 5 | IVW | 1000.00% |
| 6 | IYY | 1000.00% |
| 7 | IUSV | 1000.00% |
| 8 | IWY | 1000.00% |
| 9 | IWX | 1000.00% |
| 10 | IVE | 1000.00% |
| 11 | IWV | 1000.00% |
| 12 | IVV | 1000.00% |
| 13 | IWL | 1000.00% |
| 14 | GLOF | 1000.00% |
| 15 | ILCB | 1000.00% |
| 16 | ILCV | 1000.00% |
| 17 | ITOT | 1000.00% |
| 18 | EXI | 1000.00% |
| 19 | IWB | 1000.00% |
| 20 | JKF | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 57.73M (9.49%) | 88.32K Increased by +0.15% | Sep 30, 23 |
| 2 | BlackRock Inc | 41.67M (6.85%) | -190.26K Decreased by -0.46% | Sep 30, 23 |
| 3 | State Street Corporation | 24.25M (3.99%) | -526.86K Decreased by -2.17% | Sep 30, 23 |
| 4 | Capital Research & Mgmt Co - Division 3 | 14.60M (2.40%) | 1.26M Increased by +8.62% | Sep 30, 23 |
| 5 | Bank of America Corp | 13.12M (2.16%) | 1.14M Increased by +8.66% | Sep 30, 23 |
| 6 | Geode Capital Management, LLC | 11.66M (1.92%) | 233.08K Increased by +2.00% | Sep 30, 23 |
| 7 | Massachusetts Financial Services Company | 10.59M (1.74%) | -349.74K Decreased by -3.30% | Sep 30, 23 |
| 8 | Morgan Stanley - Brokerage Accounts | 8.87M (1.46%) | -386.77K Decreased by -4.36% | Sep 30, 23 |
| 9 | T. Rowe Price Associates, Inc. | 8.79M (1.44%) | -1.57M Decreased by -17.84% | Sep 30, 23 |
| 10 | Ameriprise Financial Inc | 8.30M (1.36%) | -100.62K Decreased by -1.21% | Sep 30, 23 |
| 11 | Soroban Capital Partners LP | 8.26M (1.36%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 12 | Wellington Management Company LLP | 7.26M (1.19%) | 19.14K Increased by +0.26% | Sep 30, 23 |
| 13 | Northern Trust Corp | 6.80M (1.12%) | 285.99K Increased by +4.20% | Sep 30, 23 |
| 14 | JPMorgan Chase & Co | 6.01M (0.99%) | -1.44M Decreased by -24.04% | Sep 30, 23 |
| 15 | Fisher Asset Management, LLC | 5.74M (0.94%) | 85.95K Increased by +1.50% | Sep 30, 23 |
| 16 | Capital Research Global Investors | 5.57M (0.92%) | 4.70M Increased by +84.43% | Sep 30, 23 |
| 17 | FMR Inc | 5.50M (0.90%) | 2.12M Increased by +38.56% | Sep 30, 23 |
| 18 | Bank of New York Mellon Corp | 5.20M (0.85%) | -244.87K Decreased by -4.71% | Sep 30, 23 |
| 19 | Franklin Resources Inc | 5.14M (0.85%) | -1.08M Decreased by -20.92% | Sep 30, 23 |
| 20 | Amvescap Plc. | 5.00M (0.82%) | 792.90K Increased by +15.85% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 19.10M (3.14%) | 26.41K Increased by +0.14% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 14.85M (2.44%) | 135.94K Increased by +0.92% | Nov 30, 23 |
| 3 | SPDR® S&P 500 ETF Trust | 7.52M (1.24%) | -52.85K Decreased by -0.70% | Dec 31, 23 |
| 4 | American Funds American Mutual A | 7.24M (1.19%) | 3.37M Increased by +46.47% | Sep 30, 23 |
| 5 | Capital Group American Mutual Comp | 7.24M (1.19%) | 3.37M Increased by +46.47% | Sep 30, 23 |
| 6 | Fidelity® 500 Index | 7.10M (1.17%) | 45.19K Increased by +0.64% | Nov 30, 23 |
| 7 | iShares Core S&P 500 ETF | 6.07M (1.00%) | 3.62K Increased by +0.06% | Dec 29, 23 |
| 8 | Vanguard Dividend Growth Inv | 5.45M (0.90%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 9 | American Funds Washington Mutual A | 5.26M (0.87%) | 960.10K Increased by +18.24% | Sep 30, 23 |
| 10 | Capital Group Wash Mutual Invtrs Comp | 5.26M (0.87%) | 960.10K Increased by +18.24% | Sep 30, 23 |
| 11 | MFS Large Cap Value Equity | 5.25M (0.86%) | -142.43K Decreased by -2.71% | Sep 30, 23 |
| 12 | Vanguard Value Index Inv | 5.22M (0.86%) | 15.12K Increased by +0.29% | Nov 30, 23 |
| 13 | MFS Value A | 5.17M (0.85%) | -57.29K Decreased by -1.11% | Nov 30, 23 |
| 14 | Vanguard Institutional Index I | 4.06M (0.67%) | -8.83K Decreased by -0.22% | Nov 30, 23 |
| 15 | American Funds Capital Income Bldr A | 3.58M (0.59%) | 2.27M Increased by +63.51% | Sep 30, 23 |
| 16 | Vanguard Dividend Appreciation ETF | 3.53M (0.58%) | 23.75K Increased by +0.67% | Nov 30, 23 |
| 17 | Columbia Dividend Value | 2.94M (0.48%) | -33.21K Decreased by -1.13% | Sep 30, 23 |
| 18 | Columbia Dividend Income Inst | 2.93M (0.48%) | -15.13K Decreased by -0.52% | Nov 30, 23 |
| 19 | State St S&P 500® Indx SL Cl III | 2.91M (0.48%) | 300.00 Increased by +0.01% | Dec 31, 23 |
| 20 | Industrial Select Sector SPDR® ETF | 2.76M (0.45%) | -20.54K Decreased by -0.74% | Nov 30, 23 |