| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKI | 1000.00% |
| 2 | IXJ | 1000.00% |
| 3 | IHI | 1000.00% |
| 4 | JKF | 1000.00% |
| 5 | JKG | 1000.00% |
| 6 | IWV | 1000.00% |
| 7 | IWS | 1000.00% |
| 8 | IWR | 1000.00% |
| 9 | IWD | 1000.00% |
| 10 | IWB | 1000.00% |
| 11 | IVV | 1000.00% |
| 12 | IVE | 1000.00% |
| 13 | IUSV | 1000.00% |
| 14 | IYY | 1000.00% |
| 15 | ITOT | 1000.00% |
| 16 | JKD | 1000.00% |
| 17 | IYH | 1000.00% |
| 18 | IMCV | 1000.00% |
| 19 | IMCB | 1000.00% |
| 20 | ILCV | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 65.35M (12.92%) | 175.91K Increased by +0.27% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 60.33M (11.93%) | -315.10K Decreased by -0.52% | Sep 30, 23 |
| 3 | State Street Corporation | 20.90M (4.13%) | -607.60K Decreased by -2.91% | Sep 30, 23 |
| 4 | T. Rowe Price Associates, Inc. | 17.16M (3.39%) | 1.91M Increased by +11.10% | Sep 30, 23 |
| 5 | JPMorgan Chase & Co | 15.97M (3.16%) | 6.39M Increased by +40.04% | Sep 30, 23 |
| 6 | Amvescap Plc. | 11.60M (2.29%) | 2.21M Increased by +19.07% | Sep 30, 23 |
| 7 | Ameriprise Financial Inc | 10.84M (2.14%) | 1.10M Increased by +10.14% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 10.83M (2.14%) | 203.99K Increased by +1.88% | Sep 30, 23 |
| 9 | Dodge & Cox | 9.85M (1.95%) | 9.85M Increased by +100.00% | Sep 30, 23 |
| 10 | Macquarie Group Ltd | 8.36M (1.65%) | -282.06K Decreased by -3.37% | Sep 30, 23 |
| 11 | Harris Associates L.P. | 7.68M (1.52%) | 5.25M Increased by +68.42% | Sep 30, 23 |
| 12 | State Farm Mutual Automobile Ins Co | 6.85M (1.36%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 13 | Generation Investment Management LLP | 6.56M (1.30%) | -17.71K Decreased by -0.27% | Sep 30, 23 |
| 14 | Bank of New York Mellon Corp | 6.49M (1.28%) | 2.65M Increased by +40.84% | Sep 30, 23 |
| 15 | Northern Trust Corp | 6.19M (1.22%) | 26.03K Increased by +0.42% | Sep 30, 23 |
| 16 | Pzena Investment Management, LLC | 5.72M (1.13%) | 5.72M Increased by +100.00% | Sep 30, 23 |
| 17 | Bank of America Corp | 5.15M (1.02%) | 158.00K Increased by +3.07% | Sep 30, 23 |
| 18 | Carmignac Gestion | 4.85M (0.96%) | 3.99M Increased by +82.36% | Sep 30, 23 |
| 19 | Franklin Resources Inc | 4.80M (0.95%) | 3.24M Increased by +67.38% | Sep 30, 23 |
| 20 | Morgan Stanley - Brokerage Accounts | 4.71M (0.93%) | -430.79K Decreased by -9.15% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 15.90M (3.14%) | 19.67K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 12.35M (2.44%) | 125.20K Increased by +1.01% | Nov 30, 23 |
| 3 | Vanguard Mid Cap Index Institutional | 11.52M (2.28%) | 16.03K Increased by +0.14% | Nov 30, 23 |
| 4 | BlackRock Equity Dividend Instl | 8.90M (1.76%) | -149.77K Decreased by -1.68% | Nov 30, 23 |
| 5 | SPDR® S&P 500 ETF Trust | 6.25M (1.24%) | -43.95K Decreased by -0.70% | Dec 31, 23 |
| 6 | Fidelity® 500 Index | 5.90M (1.17%) | 37.55K Increased by +0.64% | Nov 30, 23 |
| 7 | Pzena Large Cap Value | 5.54M (1.09%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 8 | JPM US Equity Income-MA | 5.10M (1.01%) | 5.10M Increased by +100.00% | Sep 30, 23 |
| 9 | iShares Core S&P 500 ETF | 5.05M (1.00%) | 3.02K Increased by +0.06% | Dec 29, 23 |
| 10 | JPMorgan Equity Income I | 4.99M (0.99%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 11 | Dodge & Cox Stock I | 4.95M (0.98%) | 4.95M Increased by +100.00% | Sep 30, 23 |
| 12 | JPM US Equity Income-Composite | 4.89M (0.97%) | -208.66K Decreased by -4.27% | Dec 31, 23 |
| 13 | Oakmark Investor | 4.69M (0.93%) | 3.85M Increased by +82.03% | Sep 30, 23 |
| 14 | Vanguard Value Index Inv | 4.34M (0.86%) | 6.13K Increased by +0.14% | Nov 30, 23 |
| 15 | Vanguard Mid-Cap Value ETF | 4.08M (0.81%) | -18.13K Decreased by -0.44% | Nov 30, 23 |
| 16 | T. Rowe Price Mid-Cap Value | 3.88M (0.77%) | 211.31K Increased by +5.45% | Sep 30, 23 |
| 17 | T. Rowe Price US Mid-Cap Value Equity | 3.88M (0.77%) | 211.31K Increased by +5.45% | Sep 30, 23 |
| 18 | MS INVF Global Brands A USD | 3.77M (0.75%) | -2.04M Decreased by -54.13% | Mar 31, 23 |
| 19 | Health Care Select Sector SPDR® ETF | 3.76M (0.74%) | -2.74K Decreased by -0.07% | Dec 31, 23 |
| 20 | iShares US Medical Devices ETF | 3.52M (0.70%) | -8.85K Decreased by -0.25% | Dec 29, 23 |