| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ILCG | 1000.00% |
| 2 | IUSV | 1000.00% |
| 3 | ITOT | 1000.00% |
| 4 | IMCV | 1000.00% |
| 5 | IMCG | 1000.00% |
| 6 | IMCB | 1000.00% |
| 7 | ILCV | 1000.00% |
| 8 | ILCB | 1000.00% |
| 9 | IDU | 1000.00% |
| 10 | JXI | 1000.00% |
| 11 | JKI | 1000.00% |
| 12 | JKG | 1000.00% |
| 13 | JKF | 1000.00% |
| 14 | JKE | 1000.00% |
| 15 | JKD | 1000.00% |
| 16 | IYY | 1000.00% |
| 17 | IWV | 1000.00% |
| 18 | IWS | 1000.00% |
| 19 | IWR | 1000.00% |
| 20 | IWD | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 37.22M (12.82%) | -292.01K Decreased by -0.78% | Sep 30, 23 |
| 2 | BlackRock Inc | 26.38M (9.09%) | -368.55K Decreased by -1.40% | Sep 30, 23 |
| 3 | JPMorgan Chase & Co | 21.11M (7.27%) | -80.53K Decreased by -0.38% | Sep 30, 23 |
| 4 | State Street Corporation | 16.59M (5.72%) | -989.32K Decreased by -5.96% | Sep 30, 23 |
| 5 | Ameriprise Financial Inc | 6.87M (2.37%) | -214.11K Decreased by -3.12% | Sep 30, 23 |
| 6 | Geode Capital Management, LLC | 6.64M (2.29%) | 124.88K Increased by +1.88% | Sep 30, 23 |
| 7 | Wells Fargo & Co | 6.29M (2.17%) | -38.83K Decreased by -0.62% | Sep 30, 23 |
| 8 | Morgan Stanley - Brokerage Accounts | 5.59M (1.93%) | -74.64K Decreased by -1.33% | Sep 30, 23 |
| 9 | Capital Research Global Investors | 5.53M (1.90%) | 969.18K Increased by +17.53% | Sep 30, 23 |
| 10 | T. Rowe Price Associates, Inc. | 5.35M (1.84%) | -1.23M Decreased by -22.93% | Sep 30, 23 |
| 11 | Capital Research & Mgmt Co - Division 3 | 4.97M (1.71%) | -6.10M Decreased by -122.69% | Sep 30, 23 |
| 12 | Pictet Asset Manangement SA | 4.70M (1.62%) | 4.70M Increased by +100.00% | Sep 30, 23 |
| 13 | Amvescap Plc. | 4.66M (1.61%) | 317.68K Increased by +6.81% | Sep 30, 23 |
| 14 | Bank of New York Mellon Corp | 4.52M (1.56%) | -88.92K Decreased by -1.97% | Sep 30, 23 |
| 15 | Franklin Resources Inc | 3.42M (1.18%) | -80.09K Decreased by -2.34% | Sep 30, 23 |
| 16 | Legal & General Group PLC | 3.33M (1.15%) | -45.41K Decreased by -1.36% | Sep 30, 23 |
| 17 | ExodusPoint Capital Management, LP | 3.20M (1.10%) | 1.21M Increased by +37.86% | Sep 30, 23 |
| 18 | Magellan Asset Management Limited | 3.16M (1.09%) | -80.28K Decreased by -2.54% | Sep 30, 23 |
| 19 | abrdn PLC | 3.14M (1.08%) | 58.41K Increased by +1.86% | Sep 30, 23 |
| 20 | Amundi | 3.12M (1.07%) | 1.53M Increased by +49.04% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 9.14M (3.15%) | 8.86K Increased by +0.10% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 7.11M (2.45%) | 64.58K Increased by +0.91% | Nov 30, 23 |
| 3 | Vanguard Mid Cap Index Institutional | 6.63M (2.28%) | 12.40K Increased by +0.19% | Nov 30, 23 |
| 4 | JPM US Equity Income-MA | 5.32M (1.83%) | 5.32M Increased by +99.90% | Sep 30, 23 |
| 5 | JPMorgan Equity Income I | 5.21M (1.80%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 6 | JPM US Equity Income-Composite | 5.11M (1.76%) | -212.49K Decreased by -4.16% | Dec 31, 23 |
| 7 | Utilities Select Sector SPDR® ETF | 4.40M (1.52%) | -12.41K Decreased by -0.28% | Dec 31, 23 |
| 8 | JPM US Mid Cap Value-MA | 3.67M (1.26%) | 3.66M Increased by +99.72% | Sep 30, 23 |
| 9 | JPMorgan Mid Cap Value L | 3.67M (1.26%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | SPDR® S&P 500 ETF Trust | 3.60M (1.24%) | -25.26K Decreased by -0.70% | Dec 31, 23 |
| 11 | JPM US Mid Cap Value-Composite | 3.60M (1.24%) | -69.22K Decreased by -1.92% | Dec 31, 23 |
| 12 | American Funds Fundamental Invs A | 3.41M (1.17%) | 1.31M Increased by +38.51% | Sep 30, 23 |
| 13 | Capital Group Fundamental Invtrs Comp | 3.41M (1.17%) | 1.31M Increased by +38.51% | Sep 30, 23 |
| 14 | Fidelity® 500 Index | 3.40M (1.17%) | 21.62K Increased by +0.64% | Nov 30, 23 |
| 15 | iShares Select Dividend ETF | 3.33M (1.15%) | -2.06K Decreased by -0.06% | Dec 29, 23 |
| 16 | Franklin Utilities A1 | 3.05M (1.05%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 17 | Franklin Utilities Fund A1 | 3.05M (1.05%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | iShares Core S&P 500 ETF | 2.91M (1.00%) | 1.73K Increased by +0.06% | Dec 29, 23 |
| 19 | Columbia Dividend Value | 2.70M (0.93%) | -30.43K Decreased by -1.13% | Sep 30, 23 |
| 20 | Columbia Dividend Income Inst | 2.68M (0.92%) | -13.86K Decreased by -0.52% | Nov 30, 23 |