| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWS | 1000.00% |
| 2 | JKJ | 1000.00% |
| 3 | ITOT | 1000.00% |
| 4 | IWP | 1000.00% |
| 5 | IUSV | 1000.00% |
| 6 | IWR | 1000.00% |
| 7 | IWV | 1000.00% |
| 8 | ISCV | 1000.00% |
| 9 | ISCB | 1000.00% |
| 10 | IWB | 1000.00% |
| 11 | IWD | 1000.00% |
| 12 | IWF | 1000.00% |
| 13 | HDV | 1000.00% |
| 14 | IYY | 1000.00% |
| 15 | DIV | 2.00% |
| 16 | KBWD | 1.74% |
| 17 | IPAY | 1.73% |
| 18 | BKC | 1.65% |
| 19 | KVLE | 1.38% |
| 20 | DVYL | 1.36% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 41.38M (11.40%) | -141.19K Decreased by -0.34% | Sep 30, 23 |
| 2 | BlackRock Inc | 37.85M (10.43%) | 1.07M Increased by +2.84% | Sep 30, 23 |
| 3 | Capital Research Global Investors | 19.13M (5.27%) | 8.95K Increased by +0.05% | Sep 30, 23 |
| 4 | Jupiter Asset Management Limited | 17.85M (4.92%) | 408.66K Increased by +2.29% | Sep 30, 23 |
| 5 | State Street Corporation | 13.33M (3.67%) | 131.89K Increased by +0.99% | Sep 30, 23 |
| 6 | AQR Capital Management LLC | 11.50M (3.17%) | 1.09M Increased by +9.46% | Sep 30, 23 |
| 7 | Millennium Management LLC | 11.43M (3.15%) | -1.06M Decreased by -9.30% | Sep 30, 23 |
| 8 | Citadel Advisors Llc | 9.88M (2.72%) | 1.31M Increased by +13.23% | Sep 30, 23 |
| 9 | Charles Schwab Investment Management Inc | 9.88M (2.72%) | 1.44M Increased by +14.57% | Sep 30, 23 |
| 10 | LSV Asset Management | 7.93M (2.18%) | 25.10K Increased by +0.32% | Sep 30, 23 |
| 11 | Geode Capital Management, LLC | 7.61M (2.10%) | -277.05K Decreased by -3.64% | Sep 30, 23 |
| 12 | Schroder Investment Management Group | 6.84M (1.88%) | 605.62K Increased by +8.85% | Sep 30, 23 |
| 13 | Northern Trust Corp | 6.34M (1.75%) | 689.25K Increased by +10.87% | Sep 30, 23 |
| 14 | Discerene Group LP | 6.00M (1.65%) | -167.29K Decreased by -2.79% | Sep 30, 23 |
| 15 | Allianz Asset Management AG | 5.83M (1.61%) | 2.31M Increased by +39.60% | Sep 30, 23 |
| 16 | Morgan Stanley - Brokerage Accounts | 4.69M (1.29%) | -127.28K Decreased by -2.71% | Sep 30, 23 |
| 17 | Dimensional Fund Advisors, Inc. | 3.82M (1.05%) | 496.41K Increased by +12.99% | Sep 30, 23 |
| 18 | Contour Asset Management LLC | 3.82M (1.05%) | 3.82M Increased by +100.00% | Sep 30, 23 |
| 19 | Bank of New York Mellon Corp | 3.77M (1.04%) | -122.66K Decreased by -3.26% | Sep 30, 23 |
| 20 | First Trust Advisors L.P. | 3.33M (0.92%) | -166.32K Decreased by -4.99% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 11.72M (3.23%) | 13.16K Increased by +0.11% | Nov 30, 23 |
| 2 | American Funds American Mutual A | 11.35M (3.13%) | -23.62K Decreased by -0.21% | Sep 30, 23 |
| 3 | Capital Group American Mutual Comp | 11.35M (3.13%) | -23.62K Decreased by -0.21% | Sep 30, 23 |
| 4 | iShares Core S&P Mid-Cap ETF | 11.04M (3.04%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 5 | Vanguard Small Cap Index | 9.70M (2.67%) | 43.03K Increased by +0.44% | Nov 30, 23 |
| 6 | iShares Select Dividend ETF | 9.17M (2.53%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 7 | American Funds Capital Income Bldr A | 7.52M (2.07%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 8 | Vanguard Small Cap Value Index Inv | 6.74M (1.86%) | 14.70K Increased by +0.22% | Nov 30, 23 |
| 9 | Schwab US Dividend Equity ETF™ | 5.88M (1.62%) | 860.00 Increased by +0.01% | Dec 30, 23 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 5.46M (1.50%) | 105.79K Increased by +1.94% | Nov 30, 23 |
| 11 | Jupiter Income Trust L Inc | 3.80M (1.05%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 12 | Jupiter UK Special Situations L Inc | 3.60M (0.99%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 13 | Vanguard Equity-Income Inv | 3.26M (0.90%) | -89.14K Decreased by -2.74% | Sep 30, 23 |
| 14 | SEI World Equity Ex-US A (SIIT) | 3.10M (0.85%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 15 | SPDR® S&P MIDCAP 400 ETF Trust | 3.00M (0.83%) | -25.82K Decreased by -0.86% | Nov 30, 23 |
| 16 | WEDGE QVM-Large Cap Value | 2.52M (0.70%) | 191.38K Increased by +7.58% | Dec 31, 23 |
| 17 | Schroder Global Sust Val Eq X Acc | 2.32M (0.64%) | 450.32K Increased by +19.42% | Sep 30, 23 |
| 18 | iShares S&P Mid-Cap 400 Value ETF | 2.14M (0.59%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 19 | State St Russell Sm/Mid Cp® Indx NL Cl C | 2.13M (0.59%) | -18.40K Decreased by -0.87% | Dec 31, 23 |
| 20 | Jupiter Global Value Equity X Acc | 2.10M (0.58%) | 0.00 Increased by 0.00% | Sep 30, 23 |