| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKF | 1000.00% |
| 2 | IHF | 1000.00% |
| 3 | ITOT | 1000.00% |
| 4 | IUSV | 1000.00% |
| 5 | IVE | 1000.00% |
| 6 | IVV | 1000.00% |
| 7 | IWB | 1000.00% |
| 8 | IWD | 1000.00% |
| 9 | IWF | 1000.00% |
| 10 | IWL | 1000.00% |
| 11 | IWV | 1000.00% |
| 12 | IWX | 1000.00% |
| 13 | IWY | 1000.00% |
| 14 | IXJ | 1000.00% |
| 15 | IYH | 1000.00% |
| 16 | IYY | 1000.00% |
| 17 | JKD | 1000.00% |
| 18 | ILCB | 1000.00% |
| 19 | ILCV | 1000.00% |
| 20 | PINK | 6.37% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 24.94M (8.56%) | -22.88K Decreased by -0.09% | Sep 30, 23 |
| 2 | BlackRock Inc | 24.51M (8.41%) | -595.77K Decreased by -2.43% | Sep 30, 23 |
| 3 | FMR Inc | 15.97M (5.48%) | 1.94M Increased by +12.15% | Sep 30, 23 |
| 4 | T. Rowe Price Associates, Inc. | 13.71M (4.70%) | -144.81K Decreased by -1.06% | Sep 30, 23 |
| 5 | Dodge & Cox | 13.43M (4.61%) | 1.40M Increased by +10.45% | Sep 30, 23 |
| 6 | State Street Corporation | 13.37M (4.59%) | -507.61K Decreased by -3.80% | Sep 30, 23 |
| 7 | Massachusetts Financial Services Company | 11.83M (4.06%) | 345.61K Increased by +2.92% | Sep 30, 23 |
| 8 | Sanders Capital, LLC | 7.63M (2.62%) | 6.81K Increased by +0.09% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 5.53M (1.90%) | 123.82K Increased by +2.24% | Sep 30, 23 |
| 10 | JPMorgan Chase & Co | 5.17M (1.77%) | 256.23K Increased by +4.96% | Sep 30, 23 |
| 11 | Morgan Stanley - Brokerage Accounts | 4.97M (1.71%) | 225.12K Increased by +4.53% | Sep 30, 23 |
| 12 | Ameriprise Financial Inc | 3.70M (1.27%) | -28.77K Decreased by -0.78% | Sep 30, 23 |
| 13 | Northern Trust Corp | 3.24M (1.11%) | 181.38K Increased by +5.59% | Sep 30, 23 |
| 14 | Bank of America Corp | 3.22M (1.11%) | 231.08K Increased by +7.17% | Sep 30, 23 |
| 15 | Nuveen Asset Management, LLC | 2.89M (0.99%) | 92.63K Increased by +3.21% | Sep 30, 23 |
| 16 | Capital World Investors | 2.75M (0.94%) | -10.28K Decreased by -0.37% | Sep 30, 23 |
| 17 | Dimensional Fund Advisors, Inc. | 2.66M (0.91%) | -44.63K Decreased by -1.68% | Sep 30, 23 |
| 18 | Bank of New York Mellon Corp | 2.57M (0.88%) | 72.71K Increased by +2.83% | Sep 30, 23 |
| 19 | Parnassus Investments, LLC | 2.56M (0.88%) | 2.56M Increased by +100.00% | Sep 30, 23 |
| 20 | Amundi | 2.53M (0.87%) | 553.39K Increased by +21.88% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 9.28M (3.18%) | 11.27K Increased by +0.12% | Nov 30, 23 |
| 2 | Dodge & Cox Stock I | 9.22M (3.16%) | 9.18M Increased by +99.49% | Sep 30, 23 |
| 3 | 2ndVote Advisers AMF Index | 7.84M (2.69%) | 0.00 Increased by 0.00% | Mar 31, 23 |
| 4 | Vanguard Institutional 500 Index Trust | 7.21M (2.47%) | 65.89K Increased by +0.91% | Nov 30, 23 |
| 5 | MFS Large Cap Value Equity | 5.69M (1.95%) | 105.06K Increased by +1.85% | Sep 30, 23 |
| 6 | MFS Value A | 5.59M (1.92%) | -62.05K Decreased by -1.11% | Nov 30, 23 |
| 7 | SPDR® S&P 500 ETF Trust | 3.61M (1.24%) | -25.40K Decreased by -0.70% | Dec 31, 23 |
| 8 | Fidelity® 500 Index | 3.45M (1.18%) | 21.95K Increased by +0.64% | Nov 30, 23 |
| 9 | iShares Core S&P 500 ETF | 2.91M (1.00%) | 1.74K Increased by +0.06% | Dec 29, 23 |
| 10 | Vanguard Value Index Inv | 2.54M (0.87%) | 6.25K Increased by +0.25% | Nov 30, 23 |
| 11 | JPM US Equity Income-MA | 2.28M (0.78%) | 2.28M Increased by +99.91% | Sep 30, 23 |
| 12 | Health Care Select Sector SPDR® ETF | 2.18M (0.75%) | -1.58K Decreased by -0.07% | Dec 31, 23 |
| 13 | JPMorgan Equity Income I | 2.10M (0.72%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 14 | Vanguard Institutional Index I | 1.97M (0.68%) | -4.40K Decreased by -0.22% | Nov 30, 23 |
| 15 | Parnassus Core Equity Investor | 1.91M (0.66%) | -29.79K Decreased by -1.56% | Nov 30, 23 |
| 16 | JPM US Equity Income-Composite | 1.81M (0.62%) | -472.08K Decreased by -26.08% | Dec 31, 23 |
| 17 | Vanguard Windsor™ II Inv | 1.76M (0.60%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 18 | T. Rowe Price Lrg Cp Gr I | 1.68M (0.58%) | -6.22K Decreased by -0.37% | Sep 30, 23 |
| 19 | T. Rowe Price US Large-Cap Growth Equity | 1.68M (0.58%) | -6.22K Decreased by -0.37% | Sep 30, 23 |
| 20 | Strategic Advisers® Fidelity US TtlStk | 1.53M (0.52%) | 42.44K Increased by +2.77% | Nov 30, 23 |