| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | EXI | 1000.00% |
| 2 | IYY | 1000.00% |
| 3 | IWV | 1000.00% |
| 4 | IWS | 1000.00% |
| 5 | IWR | 1000.00% |
| 6 | IWD | 1000.00% |
| 7 | IWB | 1000.00% |
| 8 | IVV | 1000.00% |
| 9 | IVE | 1000.00% |
| 10 | IUSV | 1000.00% |
| 11 | ITOT | 1000.00% |
| 12 | JKD | 1000.00% |
| 13 | IMCV | 1000.00% |
| 14 | IMCG | 1000.00% |
| 15 | IMCB | 1000.00% |
| 16 | ILCV | 1000.00% |
| 17 | ILCG | 1000.00% |
| 18 | ILCB | 1000.00% |
| 19 | JKE | 1000.00% |
| 20 | JKF | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 16.54M (11.88%) | -104.40K Decreased by -0.63% | Sep 30, 23 |
| 2 | JPMorgan Chase & Co | 14.92M (10.72%) | -139.37K Decreased by -0.93% | Sep 30, 23 |
| 3 | BlackRock Inc | 9.74M (7.00%) | -88.10K Decreased by -0.90% | Sep 30, 23 |
| 4 | State Street Corporation | 6.61M (4.75%) | 256.68K Increased by +3.88% | Sep 30, 23 |
| 5 | Boston Partners Global Investors, Inc | 3.67M (2.63%) | -124.14K Decreased by -3.38% | Sep 30, 23 |
| 6 | Franklin Resources Inc | 3.20M (2.30%) | -82.47K Decreased by -2.58% | Sep 30, 23 |
| 7 | Bank of America Corp | 3.08M (2.21%) | -17.39K Decreased by -0.56% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 3.01M (2.16%) | 57.14K Increased by +1.90% | Sep 30, 23 |
| 9 | Macquarie Group Ltd | 2.67M (1.92%) | -245.68K Decreased by -9.19% | Sep 30, 23 |
| 10 | Nuveen Asset Management, LLC | 2.42M (1.74%) | -195.88K Decreased by -8.09% | Sep 30, 23 |
| 11 | FMR Inc | 2.39M (1.72%) | 226.65K Increased by +9.48% | Sep 30, 23 |
| 12 | Wells Fargo & Co | 2.32M (1.66%) | -58.94K Decreased by -2.55% | Sep 30, 23 |
| 13 | Morgan Stanley - Brokerage Accounts | 2.03M (1.46%) | -77.97K Decreased by -3.84% | Sep 30, 23 |
| 14 | Northern Trust Corp | 1.72M (1.24%) | 89.77K Increased by +5.21% | Sep 30, 23 |
| 15 | Fisher Asset Management, LLC | 1.68M (1.20%) | -134.60K Decreased by -8.04% | Sep 30, 23 |
| 16 | Adage Capital Partners Gp LLC | 1.43M (1.03%) | 879.53K Increased by +61.56% | Sep 30, 23 |
| 17 | Bank of New York Mellon Corp | 1.30M (0.93%) | -84.48K Decreased by -6.52% | Sep 30, 23 |
| 18 | Dimensional Fund Advisors, Inc. | 1.29M (0.93%) | 59.66K Increased by +4.63% | Sep 30, 23 |
| 19 | AllianceBernstein L.P. | 1.20M (0.86%) | 99.64K Increased by +8.28% | Sep 30, 23 |
| 20 | ProShare Advisors LLC | 1.20M (0.86%) | 18.93K Increased by +1.58% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | JPM US Equity Income-MA | 5.05M (3.63%) | 5.04M Increased by +99.90% | Sep 30, 23 |
| 2 | JPMorgan Equity Income I | 4.95M (3.56%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 3 | JPM US Equity Income-Composite | 4.85M (3.49%) | -195.59K Decreased by -4.03% | Dec 31, 23 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 4.38M (3.14%) | 5.02K Increased by +0.11% | Nov 30, 23 |
| 5 | Vanguard Institutional 500 Index Trust | 3.41M (2.45%) | 33.83K Increased by +0.99% | Nov 30, 23 |
| 6 | Vanguard Mid Cap Index Institutional | 3.18M (2.28%) | 3.72K Increased by +0.12% | Nov 30, 23 |
| 7 | Franklin Rising Dividends A | 2.29M (1.65%) | -31.30K Decreased by -1.36% | Oct 31, 23 |
| 8 | Franklin Rising Dividends Fund A | 2.29M (1.65%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 9 | JHancock Disciplined Value Mid Cap I | 1.86M (1.34%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | SPDR® S&P 500 ETF Trust | 1.73M (1.24%) | -12.12K Decreased by -0.70% | Dec 31, 23 |
| 11 | Fidelity® 500 Index | 1.63M (1.17%) | 10.37K Increased by +0.64% | Nov 30, 23 |
| 12 | JPMorgan Equity Premium Income ETF | 1.54M (1.10%) | -19.84K Decreased by -1.29% | Dec 29, 23 |
| 13 | iShares Core S&P 500 ETF | 1.39M (1.00%) | 830.00 Increased by +0.06% | Dec 29, 23 |
| 14 | Vanguard Value Index Inv | 1.20M (0.86%) | 5.98K Increased by +0.50% | Nov 30, 23 |
| 15 | ProShares S&P 500 Dividend Aristocrats | 1.19M (0.85%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 16 | Vanguard Mid-Cap Value ETF | 1.13M (0.81%) | -5.02K Decreased by -0.45% | Nov 30, 23 |
| 17 | JPM US Mid Cap Value-MA | 1.00M (0.72%) | 1.00M Increased by +99.73% | Sep 30, 23 |
| 18 | JPMorgan Mid Cap Value L | 1.00M (0.72%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | JPM US Mid Cap Value-Composite | 983.90K (0.71%) | -18.94K Decreased by -1.92% | Dec 31, 23 |
| 20 | CREF Stock R1 | 975.33K (0.70%) | -5.70K Decreased by -0.58% | Nov 30, 23 |