| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | DSI | 1000.00% |
| 2 | ACWI | 1000.00% |
| 3 | MADE | 1000.00% |
| 4 | LRGF | 1000.00% |
| 5 | KLD | 1000.00% |
| 6 | IVW | 1000.00% |
| 7 | IVV | 1000.00% |
| 8 | IVE | 1000.00% |
| 9 | IUSV | 1000.00% |
| 10 | IUSG | 1000.00% |
| 11 | CRBN | 1000.00% |
| 12 | ITOT | 1000.00% |
| 13 | ILCV | 1000.00% |
| 14 | USXF | 1000.00% |
| 15 | ILCG | 1000.00% |
| 16 | ILCB | 1000.00% |
| 17 | IBAT | 1000.00% |
| 18 | DGRO | 1000.00% |
| 19 | USCL | 1000.00% |
| 20 | GLOF | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 36.62M (9.24%) | 20.72K Increased by +0.06% | Mar 31, 24 |
| 2 | BlackRock Inc | 27.76M (7.00%) | 456.74K Increased by +1.65% | Mar 31, 24 |
| 3 | JPMorgan Chase & Co | 23.99M (6.05%) | -1.83M Decreased by -7.61% | Mar 31, 24 |
| 4 | FMR Inc | 23.10M (5.83%) | 2.91M Increased by +12.59% | Mar 31, 24 |
| 5 | State Street Corporation | 16.83M (4.25%) | -119.00K Decreased by -0.71% | Mar 31, 24 |
| 6 | Bank of America Corp | 13.54M (3.42%) | -63.05K Decreased by -0.47% | Mar 31, 24 |
| 7 | Massachusetts Financial Services Company | 11.81M (2.98%) | -1.69M Decreased by -14.28% | Mar 31, 24 |
| 8 | Morgan Stanley - Brokerage Accounts | 9.48M (2.39%) | -10.06K Decreased by -0.11% | Mar 31, 24 |
| 9 | Geode Capital Management, LLC | 7.85M (1.98%) | 273.65K Increased by +3.49% | Mar 31, 24 |
| 10 | Goldman Sachs Group Inc | 7.08M (1.79%) | 3.14M Increased by +44.31% | Dec 31, 23 |
| 11 | Nuveen Asset Management, LLC | 5.06M (1.28%) | -456.29K Decreased by -9.02% | Mar 31, 24 |
| 12 | Bank of New York Mellon Corp | 4.69M (1.18%) | -69.87K Decreased by -1.49% | Mar 31, 24 |
| 13 | Northern Trust Corp | 4.53M (1.14%) | -254.80K Decreased by -5.62% | Mar 31, 24 |
| 14 | NORGES BANK | 4.52M (1.14%) | -567.36K Decreased by -12.56% | Dec 31, 23 |
| 15 | AllianceBernstein L.P. | 4.32M (1.09%) | -519.36K Decreased by -12.01% | Mar 31, 24 |
| 16 | Coatue Management LLC | 4.15M (1.05%) | 161.94K Increased by +3.90% | Mar 31, 24 |
| 17 | DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main | 4.07M (1.03%) | -705.94K Decreased by -17.33% | Dec 31, 23 |
| 18 | Raymond James & Associates | 3.80M (0.96%) | 64.45K Increased by +1.69% | Mar 31, 24 |
| 19 | ClearBridge Advisors, LLC | 3.66M (0.92%) | -541.75K Decreased by -14.81% | Mar 31, 24 |
| 20 | Wells Fargo & Co | 3.61M (0.91%) | -44.81K Decreased by -1.24% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 12.64M (3.19%) | 40.73K Increased by +0.32% | Jun 30, 24 |
| 2 | Vanguard Institutional 500 Index Trust | 10.28M (2.59%) | 27.23K Increased by +0.27% | Jun 30, 24 |
| 3 | JPMorgan Large Cap Growth I | 5.02M (1.27%) | 0.00 Increased by 0.00% | May 31, 24 |
| 4 | Fidelity 500 Index | 4.86M (1.23%) | 24.65K Increased by +0.51% | May 31, 24 |
| 5 | SPDR® S&P 500 ETF Trust | 4.82M (1.22%) | -37.45K Decreased by -0.78% | Mar 31, 24 |
| 6 | SPDR® S&P 500® ETF Trust | 4.76M (1.20%) | 44.79K Increased by +0.94% | Jun 30, 24 |
| 7 | Fidelity® 500 Index | 4.65M (1.17%) | 29.59K Increased by +0.64% | Nov 30, 23 |
| 8 | iShares Core S&P 500 ETF | 4.27M (1.08%) | 21.66K Increased by +0.51% | Jun 28, 24 |
| 9 | JPM US Large Cap Growth-MA | 3.74M (0.94%) | 3.74M Increased by +100.00% | Sep 30, 23 |
| 10 | Vanguard Value Index Inv | 3.28M (0.83%) | -42.51K Decreased by -1.30% | Jun 30, 24 |
| 11 | JPM US Equity Income-MA | 2.92M (0.74%) | 2.92M Increased by +99.90% | Sep 30, 23 |
| 12 | Vanguard Institutional Index I | 2.59M (0.65%) | -11.75K Decreased by -0.45% | Jun 30, 24 |
| 13 | MFS Large Cap Value Equity | 2.54M (0.64%) | -304.29K Decreased by -12.00% | Jun 30, 24 |
| 14 | MFS Value A | 2.54M (0.64%) | -15.86K Decreased by -0.63% | Jun 30, 24 |
| 15 | Columbia Dividend Value | 2.51M (0.63%) | -28.36K Decreased by -1.13% | Sep 30, 23 |
| 16 | MFS Growth B | 2.34M (0.59%) | -23.61K Decreased by -1.01% | Jun 30, 24 |
| 17 | MFS Growth Equity | 2.34M (0.59%) | -39.89K Decreased by -1.70% | Jun 30, 24 |
| 18 | American Funds Growth Fund of Amer A | 2.33M (0.59%) | 1.91M Increased by +82.25% | Jun 30, 24 |
| 19 | Fidelity® Puritan® | 2.32M (0.59%) | -22.30K Decreased by -0.96% | Oct 31, 23 |
| 20 | Columbia Dividend Income Inst | 2.18M (0.55%) | -323.97K Decreased by -14.89% | Dec 31, 23 |