| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKF | 1000.00% |
| 2 | IVE | 1000.00% |
| 3 | IVV | 1000.00% |
| 4 | IWB | 1000.00% |
| 5 | IWD | 1000.00% |
| 6 | IWL | 1000.00% |
| 7 | IWV | 1000.00% |
| 8 | IWX | 1000.00% |
| 9 | IXG | 1000.00% |
| 10 | IYF | 1000.00% |
| 11 | IYG | 1000.00% |
| 12 | IYY | 1000.00% |
| 13 | JKD | 1000.00% |
| 14 | COMT | 1000.00% |
| 15 | GLOF | 1000.00% |
| 16 | ILCB | 1000.00% |
| 17 | ILCV | 1000.00% |
| 18 | ITOT | 1000.00% |
| 19 | IUSV | 1000.00% |
| 20 | BNKD | 10.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 323.19M (8.99%) | -7.36M Decreased by -2.28% | Sep 30, 23 |
| 2 | BlackRock Inc | 258.72M (7.20%) | -10.18M Decreased by -3.93% | Sep 30, 23 |
| 3 | FMR Inc | 174.09M (4.84%) | -2.21M Decreased by -1.27% | Sep 30, 23 |
| 4 | State Street Corporation | 143.97M (4.01%) | -8.09M Decreased by -5.62% | Sep 30, 23 |
| 5 | Dodge & Cox | 118.13M (3.29%) | -2.01M Decreased by -1.70% | Sep 30, 23 |
| 6 | JPMorgan Chase & Co | 106.45M (2.96%) | 13.35M Increased by +12.54% | Sep 30, 23 |
| 7 | T. Rowe Price Associates, Inc. | 76.11M (2.12%) | -9.61M Decreased by -12.63% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 69.01M (1.92%) | -61.90K Decreased by -0.09% | Sep 30, 23 |
| 9 | Capital Research & Mgmt Co - Division 3 | 68.95M (1.92%) | 7.11M Increased by +10.32% | Sep 30, 23 |
| 10 | State Farm Mutual Automobile Ins Co | 47.19M (1.31%) | -354.69K Decreased by -0.75% | Sep 30, 23 |
| 11 | PRIMECAP Management Company | 43.71M (1.22%) | -696.17K Decreased by -1.59% | Sep 30, 23 |
| 12 | Amvescap Plc. | 40.53M (1.13%) | 62.34K Increased by +0.15% | Sep 30, 23 |
| 13 | Morgan Stanley - Brokerage Accounts | 40.26M (1.12%) | 2.41M Increased by +5.98% | Sep 30, 23 |
| 14 | Northern Trust Corp | 38.20M (1.06%) | 129.30K Increased by +0.34% | Sep 30, 23 |
| 15 | Ameriprise Financial Inc | 35.41M (0.99%) | -2.13M Decreased by -6.02% | Sep 30, 23 |
| 16 | Davis Selected Advisers | 30.31M (0.84%) | -426.45K Decreased by -1.41% | Sep 30, 23 |
| 17 | Bank of New York Mellon Corp | 29.60M (0.82%) | -921.32K Decreased by -3.11% | Sep 30, 23 |
| 18 | Nuveen Asset Management, LLC | 28.89M (0.80%) | -884.98K Decreased by -3.06% | Sep 30, 23 |
| 19 | Capital World Investors | 26.06M (0.72%) | 963.77K Increased by +3.70% | Sep 30, 23 |
| 20 | Sanders Capital, LLC | 24.44M (0.68%) | 7.41K Increased by +0.03% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 114.97M (3.20%) | 162.94K Increased by +0.14% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 89.18M (2.48%) | 818.55K Increased by +0.92% | Nov 30, 23 |
| 3 | Dodge & Cox Stock I | 81.39M (2.26%) | 80.98M Increased by +99.49% | Sep 30, 23 |
| 4 | SPDR® S&P 500 ETF Trust | 44.76M (1.25%) | -314.48K Decreased by -0.70% | Dec 31, 23 |
| 5 | Fidelity® 500 Index | 42.64M (1.19%) | 271.31K Increased by +0.64% | Nov 30, 23 |
| 6 | iShares Core S&P 500 ETF | 36.17M (1.01%) | 21.59K Increased by +0.06% | Dec 29, 23 |
| 7 | Vanguard Value Index Inv | 31.44M (0.87%) | 89.46K Increased by +0.28% | Nov 30, 23 |
| 8 | Vanguard PRIMECAP Inv | 27.84M (0.77%) | -80.00K Decreased by -0.29% | Sep 30, 23 |
| 9 | American Funds Washington Mutual A | 26.76M (0.74%) | 593.78K Increased by +2.22% | Sep 30, 23 |
| 10 | Capital Group Wash Mutual Invtrs Comp | 26.76M (0.74%) | 593.78K Increased by +2.22% | Sep 30, 23 |
| 11 | Vanguard Institutional Index I | 24.38M (0.68%) | -54.76K Decreased by -0.22% | Nov 30, 23 |
| 12 | Financial Select Sector SPDR® ETF | 23.79M (0.66%) | 48.66K Increased by +0.20% | Dec 31, 23 |
| 13 | JPM US Equity Income-Composite | 23.05M (0.64%) | 5.68M Increased by +24.65% | Dec 31, 23 |
| 14 | Vanguard Windsor™ II Inv | 20.54M (0.57%) | -2.67M Decreased by -13.02% | Sep 30, 23 |
| 15 | Fidelity® Series Large Cap Stock | 19.44M (0.54%) | -194.10K Decreased by -1.00% | Nov 30, 23 |
| 16 | American Funds American Mutual A | 17.61M (0.49%) | 833.58K Increased by +4.73% | Sep 30, 23 |
| 17 | Capital Group American Mutual Comp | 17.61M (0.49%) | 833.58K Increased by +4.73% | Sep 30, 23 |
| 18 | Strategic Advisers® Fidelity US TtlStk | 17.53M (0.49%) | 50.83K Increased by +0.29% | Nov 30, 23 |
| 19 | JPM US Equity Income-MA | 17.37M (0.48%) | 17.35M Increased by +99.91% | Sep 30, 23 |
| 20 | State St S&P 500® Indx SL Cl III | 17.34M (0.48%) | -152.40K Decreased by -0.88% | Dec 31, 23 |