| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IVV | 1000.00% |
| 2 | JKI | 1000.00% |
| 3 | JKG | 1000.00% |
| 4 | JKF | 1000.00% |
| 5 | JKE | 1000.00% |
| 6 | JKD | 1000.00% |
| 7 | IYY | 1000.00% |
| 8 | IYR | 1000.00% |
| 9 | IWV | 1000.00% |
| 10 | IWS | 1000.00% |
| 11 | IWR | 1000.00% |
| 12 | IWD | 1000.00% |
| 13 | IWB | 1000.00% |
| 14 | ILCB | 1000.00% |
| 15 | IVE | 1000.00% |
| 16 | IUSV | 1000.00% |
| 17 | ITOT | 1000.00% |
| 18 | IMCV | 1000.00% |
| 19 | IMCG | 1000.00% |
| 20 | IMCB | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 22.81M (16.13%) | -47.02K Decreased by -0.21% | Sep 30, 23 |
| 2 | BlackRock Inc | 15.82M (11.19%) | 93.17K Increased by +0.59% | Sep 30, 23 |
| 3 | State Street Corporation | 9.53M (6.74%) | -617.71K Decreased by -6.48% | Sep 30, 23 |
| 4 | T. Rowe Price Associates, Inc. | 5.60M (3.96%) | 520.06K Increased by +9.28% | Sep 30, 23 |
| 5 | JPMorgan Chase & Co | 4.79M (3.39%) | -455.90K Decreased by -9.51% | Sep 30, 23 |
| 6 | Principal Financial Group Inc | 4.75M (3.36%) | 6.35K Increased by +0.13% | Sep 30, 23 |
| 7 | Geode Capital Management, LLC | 3.32M (2.35%) | 79.05K Increased by +2.38% | Sep 30, 23 |
| 8 | Deutsche Bank AG | 2.50M (1.77%) | 152.00K Increased by +6.09% | Sep 30, 23 |
| 9 | Wellington Management Company LLP | 2.30M (1.63%) | 341.33K Increased by +14.85% | Sep 30, 23 |
| 10 | Northern Trust Corp | 2.28M (1.61%) | 126.29K Increased by +5.54% | Sep 30, 23 |
| 11 | Legal & General Group PLC | 2.24M (1.58%) | -23.51K Decreased by -1.05% | Sep 30, 23 |
| 12 | Dimensional Fund Advisors, Inc. | 2.05M (1.45%) | 57.35K Increased by +2.80% | Sep 30, 23 |
| 13 | Ameriprise Financial Inc | 1.92M (1.36%) | -57.69K Decreased by -3.00% | Sep 30, 23 |
| 14 | ClearBridge Advisors, LLC | 1.81M (1.28%) | -44.14K Decreased by -2.43% | Sep 30, 23 |
| 15 | Amvescap Plc. | 1.77M (1.25%) | -837.80K Decreased by -47.37% | Sep 30, 23 |
| 16 | Canada Pension Plan Investment Board | 1.75M (1.24%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 17 | Morgan Stanley - Brokerage Accounts | 1.65M (1.17%) | 2.05K Increased by +0.12% | Sep 30, 23 |
| 18 | Goldman Sachs Group Inc | 1.63M (1.15%) | 43.87K Increased by +2.70% | Sep 30, 23 |
| 19 | CenterSquare Investment Management LLC | 1.48M (1.05%) | -255.95K Decreased by -17.24% | Sep 30, 23 |
| 20 | Charles Schwab Investment Management Inc | 1.47M (1.04%) | 29.45K Increased by +2.00% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Real Estate Index Investor | 5.76M (4.07%) | -93.16K Decreased by -1.62% | Nov 30, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 4.45M (3.14%) | 5.22K Increased by +0.12% | Nov 30, 23 |
| 3 | Vanguard Institutional 500 Index Trust | 3.46M (2.45%) | 33.79K Increased by +0.98% | Nov 30, 23 |
| 4 | Vanguard Mid Cap Index Institutional | 3.23M (2.28%) | 4.47K Increased by +0.14% | Nov 30, 23 |
| 5 | SPDR® S&P 500 ETF Trust | 1.73M (1.22%) | -12.26K Decreased by -0.71% | Dec 31, 23 |
| 6 | Fidelity® 500 Index | 1.65M (1.17%) | 10.53K Increased by +0.64% | Nov 30, 23 |
| 7 | Principal Real Estate Securities R5 | 1.55M (1.09%) | -15.76K Decreased by -1.02% | Nov 30, 23 |
| 8 | iShares Core S&P 500 ETF | 1.41M (1.00%) | 840.00 Increased by +0.06% | Dec 29, 23 |
| 9 | Vanguard Value Index Inv | 1.22M (0.86%) | 1.29K Increased by +0.11% | Nov 30, 23 |
| 10 | JPM US Equity Income-MA | 1.18M (0.83%) | 1.17M Increased by +99.90% | Sep 30, 23 |
| 11 | JPMorgan Equity Income I | 1.15M (0.81%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 12 | Vanguard Mid-Cap Value ETF | 1.14M (0.81%) | -5.06K Decreased by -0.44% | Nov 30, 23 |
| 13 | JPM US Equity Income-Composite | 1.13M (0.80%) | -47.81K Decreased by -4.24% | Dec 31, 23 |
| 14 | iShares Envir&Lw Carb Tilt REIdx(UK)LAcc | 1.08M (0.76%) | 52.91K Increased by +4.90% | Nov 30, 23 |
| 15 | Columbia Dividend Value | 1.02M (0.72%) | -11.54K Decreased by -1.13% | Sep 30, 23 |
| 16 | Columbia Dividend Income Inst | 1.02M (0.72%) | -5.25K Decreased by -0.52% | Nov 30, 23 |
| 17 | Vanguard Institutional Index I | 946.95K (0.67%) | -1.41K Decreased by -0.15% | Nov 30, 23 |
| 18 | Vanguard Real Estate II Index | 895.97K (0.63%) | -3.98K Decreased by -0.44% | Nov 30, 23 |
| 19 | DFA Real Estate Securities I | 848.08K (0.60%) | -15.76K Decreased by -1.86% | Nov 30, 23 |
| 20 | Real Estate Select Sector SPDR® | 803.21K (0.57%) | -3.38K Decreased by -0.42% | Dec 29, 23 |