| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKD | 1000.00% |
| 2 | IAI | 1000.00% |
| 3 | ILCB | 1000.00% |
| 4 | ILCV | 1000.00% |
| 5 | ITOT | 1000.00% |
| 6 | IUSG | 1000.00% |
| 7 | IUSV | 1000.00% |
| 8 | IVE | 1000.00% |
| 9 | IVV | 1000.00% |
| 10 | IVW | 1000.00% |
| 11 | IWB | 1000.00% |
| 12 | IWD | 1000.00% |
| 13 | IWL | 1000.00% |
| 14 | IWV | 1000.00% |
| 15 | IWX | 1000.00% |
| 16 | IXG | 1000.00% |
| 17 | IYF | 1000.00% |
| 18 | IYG | 1000.00% |
| 19 | IYY | 1000.00% |
| 20 | JKF | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 33.24M (9.27%) | -73.44K Decreased by -0.22% | Sep 30, 23 |
| 2 | BlackRock Inc | 23.24M (6.48%) | -372.64K Decreased by -1.60% | Sep 30, 23 |
| 3 | JPMorgan Chase & Co | 17.73M (4.94%) | 1.74M Increased by +9.82% | Sep 30, 23 |
| 4 | State Street Corporation | 15.54M (4.33%) | -406.31K Decreased by -2.61% | Sep 30, 23 |
| 5 | Capital World Investors | 13.42M (3.74%) | 224.68K Increased by +1.67% | Sep 30, 23 |
| 6 | Capital Research & Mgmt Co - Division 3 | 12.69M (3.54%) | -1.31M Decreased by -10.31% | Sep 30, 23 |
| 7 | Capital Research Global Investors | 9.00M (2.51%) | -170.57K Decreased by -1.89% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 7.39M (2.06%) | 131.90K Increased by +1.78% | Sep 30, 23 |
| 9 | Bank of New York Mellon Corp | 7.09M (1.98%) | -114.55K Decreased by -1.62% | Sep 30, 23 |
| 10 | Parnassus Investments, LLC | 5.64M (1.57%) | -32.88K Decreased by -0.58% | Sep 30, 23 |
| 11 | Morgan Stanley - Brokerage Accounts | 4.86M (1.35%) | 1.16M Increased by +23.94% | Sep 30, 23 |
| 12 | Fidelity International Ltd | 4.24M (1.18%) | -66.03K Decreased by -1.56% | Sep 30, 23 |
| 13 | GuardCap Asset Management Limited | 4.04M (1.13%) | -200.76K Decreased by -4.97% | Sep 30, 23 |
| 14 | FMR Inc | 4.03M (1.12%) | 70.59K Increased by +1.75% | Sep 30, 23 |
| 15 | Vontobel Asset Management Inc | 3.97M (1.11%) | -34.00K Decreased by -0.86% | Sep 30, 23 |
| 16 | Fiera Capital Corporation | 3.85M (1.07%) | -349.77K Decreased by -9.09% | Sep 30, 23 |
| 17 | Neuberger Berman Group LLC | 3.79M (1.06%) | 148.99K Increased by +3.93% | Sep 30, 23 |
| 18 | Northern Trust Corp | 3.67M (1.02%) | 172.26K Increased by +4.70% | Sep 30, 23 |
| 19 | Ameriprise Financial Inc | 3.58M (1.00%) | 125.26K Increased by +3.50% | Sep 30, 23 |
| 20 | Amvescap Plc. | 3.47M (0.97%) | 217.10K Increased by +6.26% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 11.27M (3.14%) | 17.03K Increased by +0.15% | Nov 30, 23 |
| 2 | American Funds Washington Mutual A | 9.65M (2.69%) | 408.25K Increased by +4.23% | Sep 30, 23 |
| 3 | Capital Group Wash Mutual Invtrs Comp | 9.65M (2.69%) | 408.25K Increased by +4.23% | Sep 30, 23 |
| 4 | Vanguard Institutional 500 Index Trust | 8.77M (2.44%) | 82.24K Increased by +0.94% | Nov 30, 23 |
| 5 | American Funds Income Fund of Amer A | 8.76M (2.44%) | -174.52K Decreased by -1.99% | Sep 30, 23 |
| 6 | American Funds Capital Income Bldr A | 5.28M (1.47%) | 16.24K Increased by +0.31% | Sep 30, 23 |
| 7 | SPDR® S&P 500 ETF Trust | 4.44M (1.24%) | -31.24K Decreased by -0.70% | Dec 31, 23 |
| 8 | JPM US Equity Income-MA | 4.34M (1.21%) | 4.33M Increased by +99.91% | Sep 30, 23 |
| 9 | Parnassus Core Equity Investor | 4.19M (1.17%) | -65.37K Decreased by -1.56% | Nov 30, 23 |
| 10 | Fidelity® 500 Index | 4.19M (1.17%) | 26.68K Increased by +0.64% | Nov 30, 23 |
| 11 | JPMorgan Equity Income I | 4.05M (1.13%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 12 | iShares Core S&P 500 ETF | 3.59M (1.00%) | 2.14K Increased by +0.06% | Dec 29, 23 |
| 13 | Vanguard Value Index Inv | 3.08M (0.86%) | 7.27K Increased by +0.24% | Nov 30, 23 |
| 14 | JPM US Equity Income-Composite | 2.92M (0.81%) | -1.42M Decreased by -48.60% | Dec 31, 23 |
| 15 | American Funds American Mutual A | 2.90M (0.81%) | -1.01M Decreased by -34.64% | Sep 30, 23 |
| 16 | Capital Group American Mutual Comp | 2.90M (0.81%) | -1.01M Decreased by -34.64% | Sep 30, 23 |
| 17 | Vanguard Institutional Index I | 2.40M (0.67%) | -5.24K Decreased by -0.22% | Nov 30, 23 |
| 18 | Financial Select Sector SPDR® ETF | 2.36M (0.66%) | 4.81K Increased by +0.20% | Dec 31, 23 |
| 19 | Columbia Dividend Value | 2.22M (0.62%) | -25.02K Decreased by -1.13% | Sep 30, 23 |
| 20 | Columbia Dividend Income Inst | 2.21M (0.62%) | -11.40K Decreased by -0.52% | Nov 30, 23 |