| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IYF | 1000.00% |
| 2 | ILCG | 1000.00% |
| 3 | ILCB | 1000.00% |
| 4 | IUSG | 1000.00% |
| 5 | IUSV | 1000.00% |
| 6 | IVE | 1000.00% |
| 7 | IVV | 1000.00% |
| 8 | IVW | 1000.00% |
| 9 | IWB | 1000.00% |
| 10 | IWD | 1000.00% |
| 11 | IWF | 1000.00% |
| 12 | IWP | 1000.00% |
| 13 | IWR | 1000.00% |
| 14 | IWS | 1000.00% |
| 15 | IWV | 1000.00% |
| 16 | IXG | 1000.00% |
| 17 | IYG | 1000.00% |
| 18 | JKI | 1000.00% |
| 19 | JKG | 1000.00% |
| 20 | JKF | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 13.25M (13.14%) | -329.75K Decreased by -2.49% | Sep 30, 23 |
| 2 | BlackRock Inc | 8.54M (8.47%) | -95.59K Decreased by -1.12% | Sep 30, 23 |
| 3 | State Street Corporation | 4.45M (4.42%) | -197.12K Decreased by -4.43% | Sep 30, 23 |
| 4 | Aristotle Capital Management LLC | 3.67M (3.64%) | -131.22K Decreased by -3.57% | Sep 30, 23 |
| 5 | JPMorgan Chase & Co | 3.12M (3.09%) | -201.56K Decreased by -6.47% | Sep 30, 23 |
| 6 | Geode Capital Management, LLC | 2.48M (2.46%) | 25.72K Increased by +1.04% | Sep 30, 23 |
| 7 | Morgan Stanley - Brokerage Accounts | 2.24M (2.22%) | -49.64K Decreased by -2.21% | Sep 30, 23 |
| 8 | UBS Asset Mgmt Americas Inc | 1.88M (1.86%) | -108.91K Decreased by -5.80% | Sep 30, 23 |
| 9 | Viking Global Investors LP | 1.73M (1.72%) | 609.91K Increased by +35.17% | Sep 30, 23 |
| 10 | Boston Partners Global Investors, Inc | 1.73M (1.72%) | 1.41K Increased by +0.08% | Sep 30, 23 |
| 11 | Nuveen Asset Management, LLC | 1.51M (1.49%) | -165.95K Decreased by -11.01% | Sep 30, 23 |
| 12 | Bank of New York Mellon Corp | 1.49M (1.48%) | -330.07K Decreased by -22.15% | Sep 30, 23 |
| 13 | FMR Inc | 1.30M (1.28%) | -8.19K Decreased by -0.63% | Sep 30, 23 |
| 14 | Northern Trust Corp | 1.25M (1.24%) | -20.81K Decreased by -1.66% | Sep 30, 23 |
| 15 | UBS Group AG | 1.22M (1.21%) | -32.59K Decreased by -2.67% | Sep 30, 23 |
| 16 | LSV Asset Management | 997.30K (0.99%) | -273.89K Decreased by -27.46% | Sep 30, 23 |
| 17 | Dimensional Fund Advisors, Inc. | 979.29K (0.97%) | -1.63K Decreased by -0.17% | Sep 30, 23 |
| 18 | Lyrical Asset Management LP | 932.51K (0.92%) | -22.41K Decreased by -2.40% | Sep 30, 23 |
| 19 | Royal Bank of Canada | 894.74K (0.89%) | 20.97K Increased by +2.34% | Sep 30, 23 |
| 20 | Bank of America Corp | 803.73K (0.80%) | -27.71K Decreased by -3.45% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 3.21M (3.19%) | 3.71K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 2.50M (2.48%) | 24.76K Increased by +0.99% | Nov 30, 23 |
| 3 | Vanguard Mid Cap Index Institutional | 2.33M (2.31%) | 2.30K Increased by +0.10% | Nov 30, 23 |
| 4 | UBS: Global Equity | 1.56M (1.54%) | -496.63K Decreased by -31.88% | Jun 30, 23 |
| 5 | JHancock Disciplined Value Mid Cap I | 1.31M (1.30%) | 7.12K Increased by +0.54% | Oct 31, 23 |
| 6 | Fidelity® 500 Index | 1.19M (1.18%) | 9.47K Increased by +0.80% | Oct 31, 23 |
| 7 | SPDR® S&P 500 ETF Trust | 1.17M (1.16%) | 3.72K Increased by +0.32% | Nov 30, 23 |
| 8 | iShares Core S&P 500 ETF | 1.01M (1.00%) | 976.00 Increased by +0.10% | Nov 30, 23 |
| 9 | JPMorgan US Equity L | 926.24K (0.92%) | -10.57K Decreased by -1.14% | Oct 31, 23 |
| 10 | Vanguard Windsor™ II Inv | 899.00K (0.89%) | -7.00K Decreased by -0.78% | Sep 30, 23 |
| 11 | Vanguard Value Index Inv | 880.17K (0.87%) | 2.95K Increased by +0.34% | Nov 30, 23 |
| 12 | Vanguard Mid-Cap Value ETF | 826.07K (0.82%) | -3.65K Decreased by -0.44% | Nov 30, 23 |
| 13 | JPM US Mid Cap Value-Composite | 694.85K (0.69%) | -136.40K Decreased by -19.63% | Sep 30, 23 |
| 14 | JPM US Mid Cap Value-MA | 694.85K (0.69%) | 692.45K Increased by +99.65% | Sep 30, 23 |
| 15 | JPMorgan Mid Cap Value L | 694.85K (0.69%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 16 | Vanguard Institutional Index I | 683.93K (0.68%) | -1.39K Decreased by -0.20% | Nov 30, 23 |
| 17 | Financial Select Sector SPDR® ETF | 660.77K (0.66%) | 6.18K Increased by +0.94% | Nov 30, 23 |
| 18 | Vanguard Dividend Appreciation ETF | 596.98K (0.59%) | 3.71K Increased by +0.62% | Nov 30, 23 |
| 19 | First Trust Capital Strength ETF | 518.71K (0.51%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | State St S&P 500® Indx SL Cl III | 490.58K (0.49%) | 2.10K Increased by +0.43% | Nov 30, 23 |