| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWD | 1000.00% |
| 2 | IUSV | 1000.00% |
| 3 | IVE | 1000.00% |
| 4 | IWB | 1000.00% |
| 5 | IVV | 1000.00% |
| 6 | PFF | 1000.00% |
| 7 | JKF | 1000.00% |
| 8 | JKD | 1000.00% |
| 9 | LRGF | 1000.00% |
| 10 | DGRO | 1000.00% |
| 11 | EUSA | 1000.00% |
| 12 | ESGU | 1000.00% |
| 13 | USXF | 1000.00% |
| 14 | OEF | 1000.00% |
| 15 | ACWI | 1000.00% |
| 16 | KLD | 1000.00% |
| 17 | ILCB | 1000.00% |
| 18 | ILCV | 1000.00% |
| 19 | IOO | 1000.00% |
| 20 | ITOT | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Mitsubishi UFJ Financial Group Inc Junk | 377.09M (30.51%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 2 | State Street Corporation | 111.57M (9.03%) | -2.35M Decreased by -2.10% | Mar 31, 24 |
| 3 | Vanguard Group Inc | 108.44M (8.77%) | -606.63K Decreased by -0.56% | Mar 31, 24 |
| 4 | BlackRock Inc | 89.22M (7.22%) | -1.28M Decreased by -1.43% | Mar 31, 24 |
| 5 | JPMorgan Chase & Co | 50.28M (4.07%) | -9.66M Decreased by -19.21% | Mar 31, 24 |
| 6 | Wellington Management Company LLP | 42.90M (3.47%) | 4.45M Increased by +10.37% | Mar 31, 24 |
| 7 | Capital Research & Mgmt Co - Division 3 | 28.48M (2.30%) | 3.98M Increased by +13.98% | Mar 31, 24 |
| 8 | Geode Capital Management, LLC | 24.54M (1.99%) | 680.65K Increased by +2.77% | Mar 31, 24 |
| 9 | Bank of America Corp | 22.73M (1.84%) | 1.77M Increased by +7.77% | Mar 31, 24 |
| 10 | Goldman Sachs Group Inc | 22.31M (1.81%) | 9.88M Increased by +44.28% | Dec 31, 23 |
| 11 | Fisher Asset Management, LLC | 20.78M (1.68%) | 554.74K Increased by +2.67% | Mar 31, 24 |
| 12 | Massachusetts Financial Services Company | 19.83M (1.60%) | -369.13K Decreased by -1.86% | Mar 31, 24 |
| 13 | FMR Inc | 17.26M (1.40%) | 9.78K Increased by +0.06% | Mar 31, 24 |
| 14 | Royal Bank of Canada | 14.97M (1.21%) | -249.94K Decreased by -1.67% | Dec 31, 23 |
| 15 | Ameriprise Financial Inc | 13.30M (1.08%) | -2.04M Decreased by -15.34% | Mar 31, 24 |
| 16 | T. Rowe Price Associates, Inc. | 12.89M (1.04%) | -578.12K Decreased by -4.48% | Mar 31, 24 |
| 17 | Bank of New York Mellon Corp | 12.57M (1.02%) | -2.20M Decreased by -17.50% | Mar 31, 24 |
| 18 | Northern Trust Corp | 11.81M (0.96%) | -502.23K Decreased by -4.25% | Mar 31, 24 |
| 19 | Franklin Resources Inc | 11.53M (0.93%) | 346.01K Increased by +3.00% | Sep 30, 23 |
| 20 | Amvescap Plc. | 11.47M (0.93%) | 693.14K Increased by +6.04% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 38.51M (3.12%) | -208.37K Decreased by -0.54% | Jun 30, 24 |
| 2 | Vanguard Institutional 500 Index Trust | 32.16M (2.60%) | 8.88K Increased by +0.03% | Jun 30, 24 |
| 3 | Fidelity 500 Index | 15.25M (1.23%) | 77.36K Increased by +0.51% | May 31, 24 |
| 4 | SPDR® S&P 500 ETF Trust | 15.12M (1.22%) | -117.55K Decreased by -0.78% | Mar 31, 24 |
| 5 | SPDR® S&P 500® ETF Trust | 14.93M (1.21%) | 140.24K Increased by +0.94% | Jun 30, 24 |
| 6 | Fidelity® 500 Index | 14.87M (1.20%) | 94.61K Increased by +0.64% | Nov 30, 23 |
| 7 | iShares Core S&P 500 ETF | 13.36M (1.08%) | 67.80K Increased by +0.51% | Jun 28, 24 |
| 8 | Vanguard Wellington™ Inv | 12.99M (1.05%) | 1.79M Increased by +13.81% | Mar 31, 24 |
| 9 | MFS Large Cap Value Equity | 11.86M (0.96%) | -283.90K Decreased by -2.39% | Mar 31, 24 |
| 10 | MFS Value A | 11.67M (0.94%) | -83.24K Decreased by -0.71% | May 31, 24 |
| 11 | Vanguard Value Index Inv | 9.99M (0.81%) | -214.28K Decreased by -2.15% | Jun 30, 24 |
| 12 | JPM US Equity Income-MA | 9.72M (0.79%) | 9.71M Increased by +99.90% | Sep 30, 23 |
| 13 | JPM US Equity Income-Composite | 9.55M (0.77%) | -439.17K Decreased by -4.60% | Jun 30, 24 |
| 14 | JPMorgan Equity Income I | 9.55M (0.77%) | -304.55K Decreased by -3.19% | May 31, 24 |
| 15 | K2 Alternative Strategies R6 | 9.50M (0.77%) | -2.17K Decreased by -0.02% | Apr 30, 24 |
| 16 | American Funds Washington Mutual A | 8.86M (0.72%) | 1.43M Increased by +16.15% | Jun 30, 24 |
| 17 | The Financial Select Sector SPDR® ETF | 8.53M (0.69%) | 18.53K Increased by +0.22% | Jun 30, 24 |
| 18 | Financial Select Sector SPDR® ETF | 8.28M (0.67%) | -10.46K Decreased by -0.13% | Mar 31, 24 |
| 19 | Vanguard Institutional Index I | 8.11M (0.66%) | -56.40K Decreased by -0.69% | Jun 30, 24 |
| 20 | American Funds Capital Income Bldr A | 7.99M (0.65%) | -359.62K Decreased by -4.50% | Jun 30, 24 |