| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IVE | 1000.00% |
| 2 | IWX | 1000.00% |
| 3 | ILCV | 1000.00% |
| 4 | IWV | 1000.00% |
| 5 | ITOT | 1000.00% |
| 6 | IWL | 1000.00% |
| 7 | IWD | 1000.00% |
| 8 | IWB | 1000.00% |
| 9 | IVV | 1000.00% |
| 10 | IUSV | 1000.00% |
| 11 | IAT | 1000.00% |
| 12 | JKF | 1000.00% |
| 13 | JKD | 1000.00% |
| 14 | ILCB | 1000.00% |
| 15 | IYY | 1000.00% |
| 16 | IYG | 1000.00% |
| 17 | IYF | 1000.00% |
| 18 | IXG | 1000.00% |
| 19 | BNKO | 10.00% |
| 20 | BNKU | 10.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 136.51M (8.78%) | 6.48M Increased by +4.75% | Sep 30, 23 |
| 2 | BlackRock Inc | 113.59M (7.31%) | 2.88M Increased by +2.54% | Sep 30, 23 |
| 3 | Bank Of Tokyo Mitsubishi Ltd | 68.37M (4.40%) | 24.00M Increased by +35.10% | Sep 30, 23 |
| 4 | State Street Corporation | 63.79M (4.10%) | 3.33M Increased by +5.21% | Sep 30, 23 |
| 5 | JPMorgan Chase & Co | 61.87M (3.98%) | 8.22M Increased by +13.29% | Sep 30, 23 |
| 6 | FMR Inc | 37.47M (2.41%) | 674.58K Increased by +1.80% | Sep 30, 23 |
| 7 | Charles Schwab Investment Management Inc | 31.12M (2.00%) | 1.61M Increased by +5.17% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 29.22M (1.88%) | 3.31M Increased by +11.33% | Sep 30, 23 |
| 9 | T. Rowe Price Associates, Inc. | 28.29M (1.82%) | -15.49M Decreased by -54.74% | Sep 30, 23 |
| 10 | Bank of America Corp | 26.43M (1.70%) | 4.38M Increased by +16.56% | Sep 30, 23 |
| 11 | Aristotle Capital Management LLC | 23.47M (1.51%) | 17.07M Increased by +72.72% | Sep 30, 23 |
| 12 | Royal Bank of Canada | 20.31M (1.31%) | -2.82M Decreased by -13.88% | Sep 30, 23 |
| 13 | Northern Trust Corp | 19.33M (1.24%) | 1.39M Increased by +7.18% | Sep 30, 23 |
| 14 | Morgan Stanley - Brokerage Accounts | 18.13M (1.17%) | 751.87K Increased by +4.15% | Sep 30, 23 |
| 15 | Bank of New York Mellon Corp | 17.31M (1.11%) | 548.82K Increased by +3.17% | Sep 30, 23 |
| 16 | Hotchkis & Wiley Capital Management LLC | 15.83M (1.02%) | -290.00K Decreased by -1.83% | Sep 30, 23 |
| 17 | Davis Selected Advisers | 15.34M (0.99%) | -81.71K Decreased by -0.53% | Sep 30, 23 |
| 18 | Barrow Hanley Mewhinney & Strauss LLC | 11.16M (0.72%) | -689.21K Decreased by -6.18% | Sep 30, 23 |
| 19 | Macquarie Group Ltd | 10.32M (0.66%) | -739.16K Decreased by -7.16% | Sep 30, 23 |
| 20 | Legal & General Group PLC | 9.79M (0.63%) | -211.42K Decreased by -2.16% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 48.84M (3.14%) | 113.69K Increased by +0.23% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 37.95M (2.44%) | 361.97K Increased by +0.95% | Nov 30, 23 |
| 3 | Schwab US Dividend Equity ETF™ | 24.50M (1.58%) | 3.58K Increased by +0.01% | Dec 30, 23 |
| 4 | SPDR® S&P 500 ETF Trust | 19.23M (1.24%) | -134.90K Decreased by -0.70% | Dec 31, 23 |
| 5 | Fidelity® 500 Index | 18.14M (1.17%) | 115.46K Increased by +0.64% | Nov 30, 23 |
| 6 | JPM US Equity Income-Composite | 17.25M (1.11%) | 1.62M Increased by +9.41% | Dec 31, 23 |
| 7 | JPM US Equity Income-MA | 15.63M (1.01%) | 15.61M Increased by +99.91% | Sep 30, 23 |
| 8 | iShares Core S&P 500 ETF | 15.51M (1.00%) | 9.26K Increased by +0.06% | Dec 29, 23 |
| 9 | JPMorgan Equity Income I | 15.32M (0.99%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | Vanguard Windsor™ II Inv | 14.63M (0.94%) | 5.37M Increased by +36.73% | Sep 30, 23 |
| 11 | Vanguard Value Index Inv | 12.60M (0.81%) | 38.74K Increased by +0.31% | Nov 30, 23 |
| 12 | Vanguard Institutional Index I | 10.38M (0.67%) | -24.58K Decreased by -0.24% | Nov 30, 23 |
| 13 | Financial Select Sector SPDR® ETF | 10.20M (0.66%) | 20.87K Increased by +0.20% | Dec 31, 23 |
| 14 | VanEck Morningstar Wide Moat | 8.33M (0.54%) | 253.93K Increased by +3.05% | Dec 31, 23 |
| 15 | VanEck Morningstar Wide Moat ETF | 8.33M (0.54%) | 8.00K Increased by +0.10% | Dec 30, 23 |
| 16 | JPM US Equity-MA | 7.86M (0.51%) | 7.85M Increased by +99.90% | Dec 31, 23 |
| 17 | State St S&P 500® Indx SL Cl III | 7.43M (0.48%) | -13.70K Decreased by -0.18% | Dec 31, 23 |
| 18 | Vanguard High Dividend Yield ETF | 6.89M (0.44%) | -9.19K Decreased by -0.13% | Nov 30, 23 |
| 19 | JPMorgan US Equity L | 6.68M (0.43%) | 744.72K Increased by +11.14% | Nov 30, 23 |
| 20 | First Eagle Global A | 5.97M (0.38%) | 0.00 Increased by 0.00% | Nov 30, 23 |