| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKF | 1000.00% |
| 2 | IUSV | 1000.00% |
| 3 | ITOT | 1000.00% |
| 4 | ILCV | 1000.00% |
| 5 | IVE | 1000.00% |
| 6 | ILCB | 1000.00% |
| 7 | IVEG | 1000.00% |
| 8 | IVV | 1000.00% |
| 9 | IVW | 1000.00% |
| 10 | GLOF | 1000.00% |
| 11 | IWB | 1000.00% |
| 12 | IUSG | 1000.00% |
| 13 | IWD | 1000.00% |
| 14 | IWL | 1000.00% |
| 15 | EXI | 1000.00% |
| 16 | IWV | 1000.00% |
| 17 | IWX | 1000.00% |
| 18 | IYY | 1000.00% |
| 19 | JKD | 1000.00% |
| 20 | VEGI | 22.42% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 22.01M (8.47%) | 7.24K Increased by +0.03% | Sep 30, 23 |
| 2 | BlackRock Inc | 17.71M (6.81%) | -773.82K Decreased by -4.37% | Sep 30, 23 |
| 3 | JPMorgan Chase & Co | 12.08M (4.65%) | -325.38K Decreased by -2.69% | Sep 30, 23 |
| 4 | State Street Corporation | 10.31M (3.97%) | -133.63K Decreased by -1.30% | Sep 30, 23 |
| 5 | Wellington Management Company LLP | 5.34M (2.05%) | -7.52K Decreased by -0.14% | Sep 30, 23 |
| 6 | Morgan Stanley - Brokerage Accounts | 5.09M (1.96%) | 65.01K Increased by +1.28% | Sep 30, 23 |
| 7 | Geode Capital Management, LLC | 5.03M (1.94%) | 141.81K Increased by +2.82% | Sep 30, 23 |
| 8 | Bank of America Corp | 4.84M (1.86%) | -405.64K Decreased by -8.38% | Sep 30, 23 |
| 9 | FMR Inc | 4.37M (1.68%) | 269.57K Increased by +6.16% | Sep 30, 23 |
| 10 | HHG PLC | 4.17M (1.60%) | 175.00K Increased by +4.20% | Sep 30, 23 |
| 11 | Gates Bill & Melinda Foundation | 3.92M (1.51%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 12 | Parnassus Investments, LLC | 3.15M (1.21%) | -51.02K Decreased by -1.62% | Sep 30, 23 |
| 13 | Capital World Investors | 3.14M (1.21%) | 1.31M Increased by +41.64% | Sep 30, 23 |
| 14 | State Farm Mutual Automobile Ins Co | 3.10M (1.19%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 15 | Northern Trust Corp | 3.06M (1.18%) | 73.60K Increased by +2.40% | Sep 30, 23 |
| 16 | Bank of New York Mellon Corp | 2.40M (0.92%) | -124.02K Decreased by -5.17% | Sep 30, 23 |
| 17 | Nuveen Asset Management, LLC | 2.14M (0.82%) | -68.52K Decreased by -3.20% | Sep 30, 23 |
| 18 | Legal & General Group PLC | 1.72M (0.66%) | -102.65K Decreased by -5.98% | Sep 30, 23 |
| 19 | Goldman Sachs Group Inc | 1.57M (0.61%) | 277.23K Increased by +17.62% | Sep 30, 23 |
| 20 | Charles Schwab Investment Management Inc | 1.54M (0.59%) | 33.95K Increased by +2.20% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 8.27M (3.18%) | 9.99K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 6.65M (2.56%) | 60.89K Increased by +0.92% | Nov 30, 23 |
| 3 | SPDR® S&P 500 ETF Trust | 3.30M (1.27%) | -23.21K Decreased by -0.70% | Dec 31, 23 |
| 4 | Fidelity® 500 Index | 3.18M (1.22%) | 20.22K Increased by +0.64% | Nov 30, 23 |
| 5 | iShares Core S&P 500 ETF | 2.67M (1.03%) | 1.59K Increased by +0.06% | Dec 29, 23 |
| 6 | Parnassus Core Equity Investor | 2.59M (1.00%) | 269.94K Increased by +10.43% | Nov 30, 23 |
| 7 | Vanguard Value Index Inv | 2.26M (0.87%) | 6.92K Increased by +0.31% | Nov 30, 23 |
| 8 | Vanguard Institutional Index I | 1.82M (0.70%) | -3.97K Decreased by -0.22% | Nov 30, 23 |
| 9 | Vanguard Wellington™ Inv | 1.79M (0.69%) | -26.63K Decreased by -1.49% | Sep 30, 23 |
| 10 | JPM US Equity-MA | 1.56M (0.60%) | 1.56M Increased by +99.89% | Dec 31, 23 |
| 11 | JPMorgan US Equity L | 1.49M (0.57%) | 142.33K Increased by +9.57% | Nov 30, 23 |
| 12 | Vanguard Dividend Growth Inv | 1.35M (0.52%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 13 | American Funds Capital World Gr&Inc A | 1.29M (0.50%) | -982.00 Decreased by -0.08% | Sep 30, 23 |
| 14 | Capital Group World Growth & Inc Cmp | 1.29M (0.50%) | -982.00 Decreased by -0.08% | Sep 30, 23 |
| 15 | JPM US Equity Income-Composite | 1.29M (0.50%) | 103.21K Increased by +8.01% | Dec 31, 23 |
| 16 | JPMorgan Equity Income I | 1.29M (0.50%) | 126.69K Increased by +9.83% | Nov 30, 23 |
| 17 | State St S&P 500® Indx SL Cl III | 1.28M (0.49%) | -23.20K Decreased by -1.81% | Dec 31, 23 |
| 18 | Industrial Select Sector SPDR® ETF | 1.24M (0.48%) | -9.18K Decreased by -0.74% | Nov 30, 23 |
| 19 | JPM US Large Cap Growth-MA | 1.21M (0.47%) | 1.08M Increased by +88.83% | Sep 30, 23 |
| 20 | JPMorgan Large Cap Growth I | 1.21M (0.47%) | 0.00 Increased by 0.00% | Nov 30, 23 |