| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWL | 1000.00% |
| 2 | GLOF | 1000.00% |
| 3 | HDV | 1000.00% |
| 4 | ILCB | 1000.00% |
| 5 | ILCV | 1000.00% |
| 6 | ITOT | 1000.00% |
| 7 | IUSV | 1000.00% |
| 8 | IVE | 1000.00% |
| 9 | IVV | 1000.00% |
| 10 | IWB | 1000.00% |
| 11 | IWD | 1000.00% |
| 12 | JKF | 1000.00% |
| 13 | JKD | 1000.00% |
| 14 | IYY | 1000.00% |
| 15 | IXP | 1000.00% |
| 16 | IWX | 1000.00% |
| 17 | IWV | 1000.00% |
| 18 | DJD | 10.54% |
| 19 | HDLB | 9.25% |
| 20 | WBIY | 8.14% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 351.63M (8.37%) | 930.37K Increased by +0.26% | Sep 30, 23 |
| 2 | BlackRock Inc | 339.13M (8.07%) | 124.60K Increased by +0.04% | Sep 30, 23 |
| 3 | State Street Corporation | 174.07M (4.14%) | -968.82K Decreased by -0.56% | Sep 30, 23 |
| 4 | Charles Schwab Investment Management Inc | 98.03M (2.33%) | 4.53M Increased by +4.62% | Sep 30, 23 |
| 5 | Geode Capital Management, LLC | 84.48M (2.01%) | 2.11M Increased by +2.49% | Sep 30, 23 |
| 6 | Morgan Stanley - Brokerage Accounts | 74.85M (1.78%) | -3.27M Decreased by -4.36% | Sep 30, 23 |
| 7 | Northern Trust Corp | 44.62M (1.06%) | 2.02M Increased by +4.52% | Sep 30, 23 |
| 8 | Bank of America Corp | 38.47M (0.92%) | -27.57M Decreased by -71.67% | Sep 30, 23 |
| 9 | Dimensional Fund Advisors, Inc. | 37.77M (0.90%) | -1.67M Decreased by -4.42% | Sep 30, 23 |
| 10 | Bank of New York Mellon Corp | 32.27M (0.77%) | -719.68K Decreased by -2.23% | Sep 30, 23 |
| 11 | JPMorgan Chase & Co | 32.01M (0.76%) | -12.55M Decreased by -39.19% | Sep 30, 23 |
| 12 | Legal & General Group PLC | 29.79M (0.71%) | -1.02M Decreased by -3.41% | Sep 30, 23 |
| 13 | FMR Inc | 28.40M (0.68%) | 4.13M Increased by +14.56% | Sep 30, 23 |
| 14 | T. Rowe Price Associates, Inc. | 27.26M (0.65%) | -10.15M Decreased by -37.24% | Sep 30, 23 |
| 15 | UBS Asset Mgmt Americas Inc | 26.21M (0.62%) | 5.96M Increased by +22.75% | Sep 30, 23 |
| 16 | Royal Bank of Canada | 24.00M (0.57%) | -3.35M Decreased by -13.97% | Sep 30, 23 |
| 17 | Arrowstreet Capital Limited Partnership | 23.06M (0.55%) | 9.90M Increased by +42.92% | Sep 30, 23 |
| 18 | California Public Employees Retrmnt Sys | 21.26M (0.51%) | -3.48M Decreased by -16.39% | Sep 30, 23 |
| 19 | Federated Hermes Inc | 19.32M (0.46%) | -378.31K Decreased by -1.96% | Sep 30, 23 |
| 20 | Amvescap Plc. | 18.38M (0.44%) | -7.37M Decreased by -40.10% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 118.57M (2.82%) | 142.55K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 102.47M (2.44%) | 950.74K Increased by +0.93% | Nov 30, 23 |
| 3 | SPDR® S&P 500 ETF Trust | 51.87M (1.23%) | -364.12K Decreased by -0.70% | Dec 31, 23 |
| 4 | Schwab US Dividend Equity ETF™ | 51.62M (1.23%) | 7.55K Increased by +0.01% | Dec 30, 23 |
| 5 | Fidelity® 500 Index | 48.99M (1.17%) | 311.75K Increased by +0.64% | Nov 30, 23 |
| 6 | iShares Core S&P 500 ETF | 41.87M (1.00%) | 24.99K Increased by +0.06% | Dec 29, 23 |
| 7 | Vanguard Value Index Inv | 32.43M (0.77%) | 89.80K Increased by +0.28% | Nov 30, 23 |
| 8 | Vanguard Institutional Index I | 28.02M (0.67%) | -61.40K Decreased by -0.22% | Nov 30, 23 |
| 9 | State St S&P 500® Indx SL Cl III | 20.08M (0.48%) | -12.10K Decreased by -0.06% | Dec 31, 23 |
| 10 | Vanguard High Dividend Yield ETF | 18.95M (0.45%) | -36.44K Decreased by -0.19% | Nov 30, 23 |
| 11 | Communication Services Sel Sect SPDR®ETF | 18.59M (0.44%) | 78.41K Increased by +0.42% | Dec 29, 23 |
| 12 | iShares Core High Dividend ETF | 15.66M (0.37%) | -15.57K Decreased by -0.10% | Dec 29, 23 |
| 13 | Blackrock Eq Idx Fund CF | 15.03M (0.36%) | 110.23K Increased by +0.73% | Dec 31, 23 |
| 14 | iShares Russell 1000 Value ETF | 11.43M (0.27%) | -46.30K Decreased by -0.40% | Dec 29, 23 |
| 15 | Federated Hermes Strategic Val Dividend | 11.04M (0.26%) | -272.00K Decreased by -2.46% | Sep 30, 23 |
| 16 | Federated Hermes Strategic Value Div IS | 11.04M (0.26%) | -272.00K Decreased by -2.46% | Sep 30, 23 |
| 17 | iShares Select Dividend ETF | 10.78M (0.26%) | -6.67K Decreased by -0.06% | Dec 29, 23 |
| 18 | iShares MSCI USA Min Vol Factor ETF | 10.04M (0.24%) | 6.76K Increased by +0.07% | Dec 29, 23 |
| 19 | NT S&P 500 Index Fund - NL | 9.23M (0.22%) | -30.47K Decreased by -0.33% | Sep 30, 23 |
| 20 | First Trust Morningstar Div Leaders ETF | 8.76M (0.21%) | -11.82K Decreased by -0.13% | Dec 28, 23 |