| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKD | 1000.00% |
| 2 | JKF | 1000.00% |
| 3 | IVE | 1000.00% |
| 4 | COMT | 1000.00% |
| 5 | ITOT | 1000.00% |
| 6 | IUSV | 1000.00% |
| 7 | EXI | 1000.00% |
| 8 | IWX | 1000.00% |
| 9 | IWV | 1000.00% |
| 10 | IWL | 1000.00% |
| 11 | IYY | 1000.00% |
| 12 | IWD | 1000.00% |
| 13 | ILCB | 1000.00% |
| 14 | IWB | 1000.00% |
| 15 | IVV | 1000.00% |
| 16 | ILCV | 1000.00% |
| 17 | TPOR | 7.84% |
| 18 | FTXR | 6.90% |
| 19 | GCIG | 6.03% |
| 20 | SUPL | 4.31% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 67.04M (9.27%) | 38.07K Increased by +0.06% | Sep 30, 23 |
| 2 | BlackRock Inc | 54.54M (7.55%) | 266.89K Increased by +0.49% | Sep 30, 23 |
| 3 | State Street Corporation | 27.76M (3.84%) | -591.96K Decreased by -2.13% | Sep 30, 23 |
| 4 | JPMorgan Chase & Co | 22.90M (3.17%) | 765.34K Increased by +3.34% | Sep 30, 23 |
| 5 | Charles Schwab Investment Management Inc | 15.89M (2.20%) | 628.94K Increased by +3.96% | Sep 30, 23 |
| 6 | Geode Capital Management, LLC | 13.84M (1.91%) | 248.45K Increased by +1.80% | Sep 30, 23 |
| 7 | Bank of America Corp | 13.61M (1.88%) | -236.21K Decreased by -1.74% | Sep 30, 23 |
| 8 | FMR Inc | 11.08M (1.53%) | -3.07M Decreased by -27.72% | Sep 30, 23 |
| 9 | Wellington Management Company LLP | 9.68M (1.34%) | 2.33M Increased by +24.10% | Sep 30, 23 |
| 10 | Franklin Resources Inc | 8.63M (1.19%) | 886.37K Increased by +10.27% | Sep 30, 23 |
| 11 | Northern Trust Corp | 8.41M (1.16%) | 31.53K Increased by +0.37% | Sep 30, 23 |
| 12 | Ameriprise Financial Inc | 7.59M (1.05%) | -1.04M Decreased by -13.65% | Sep 30, 23 |
| 13 | Wells Fargo & Co | 7.37M (1.02%) | -119.67K Decreased by -1.62% | Sep 30, 23 |
| 14 | Viking Global Investors LP | 6.66M (0.92%) | 5.77M Increased by +86.65% | Sep 30, 23 |
| 15 | Morgan Stanley - Brokerage Accounts | 6.55M (0.91%) | -738.85K Decreased by -11.28% | Sep 30, 23 |
| 16 | Bank of New York Mellon Corp | 6.46M (0.89%) | 142.55K Increased by +2.21% | Sep 30, 23 |
| 17 | Amvescap Plc. | 6.29M (0.87%) | -814.14K Decreased by -12.95% | Sep 30, 23 |
| 18 | ClearBridge Advisors, LLC | 5.80M (0.80%) | -355.33K Decreased by -6.13% | Sep 30, 23 |
| 19 | UBS Group AG | 4.90M (0.68%) | -428.51K Decreased by -8.74% | Sep 30, 23 |
| 20 | Capital Research Global Investors | 4.59M (0.63%) | -235.36K Decreased by -5.13% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 22.67M (3.14%) | 32.00K Increased by +0.14% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 17.63M (2.44%) | 160.60K Increased by +0.91% | Nov 30, 23 |
| 3 | Schwab US Dividend Equity ETF™ | 11.38M (1.57%) | 1.66K Increased by +0.01% | Dec 30, 23 |
| 4 | SPDR® S&P 500 ETF Trust | 8.92M (1.23%) | -62.63K Decreased by -0.70% | Dec 31, 23 |
| 5 | Fidelity® 500 Index | 8.43M (1.17%) | 53.63K Increased by +0.64% | Nov 30, 23 |
| 6 | iShares Core S&P 500 ETF | 7.20M (1.00%) | 4.30K Increased by +0.06% | Dec 29, 23 |
| 7 | Vanguard Value Index Inv | 6.20M (0.86%) | 15.22K Increased by +0.25% | Nov 30, 23 |
| 8 | Vanguard Dividend Growth Inv | 5.83M (0.81%) | 191.18K Increased by +3.28% | Sep 30, 23 |
| 9 | JPM US Equity Income-Composite | 5.60M (0.77%) | 900.92K Increased by +16.10% | Dec 31, 23 |
| 10 | JPMorgan Equity Income I | 5.30M (0.73%) | 600.68K Increased by +11.34% | Nov 30, 23 |
| 11 | Vanguard Institutional Index I | 4.82M (0.67%) | -10.71K Decreased by -0.22% | Nov 30, 23 |
| 12 | JPM US Equity Income-MA | 4.69M (0.65%) | 4.69M Increased by +99.90% | Sep 30, 23 |
| 13 | Vanguard Dividend Appreciation ETF | 4.17M (0.58%) | 29.31K Increased by +0.70% | Nov 30, 23 |
| 14 | Six Circles U.S. Unconstrained Equity | 3.55M (0.49%) | 844.54K Increased by +23.79% | Sep 30, 23 |
| 15 | State St S&P 500® Indx SL Cl III | 3.45M (0.48%) | -2.90K Decreased by -0.08% | Dec 31, 23 |
| 16 | Columbia Dividend Value | 3.27M (0.45%) | -548.01K Decreased by -16.75% | Sep 30, 23 |
| 17 | Vanguard High Dividend Yield ETF | 3.26M (0.45%) | -8.08K Decreased by -0.25% | Nov 30, 23 |
| 18 | Columbia Dividend Income Inst | 3.25M (0.45%) | -16.82K Decreased by -0.52% | Nov 30, 23 |
| 19 | Industrial Select Sector SPDR® ETF | 3.14M (0.43%) | -14.02K Decreased by -0.45% | Dec 31, 23 |
| 20 | Franklin Rising Dividends A | 2.95M (0.41%) | 0.00 Increased by 0.00% | Oct 31, 23 |