| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKE | 1000.00% |
| 2 | IWB | 1000.00% |
| 3 | IVW | 1000.00% |
| 4 | IVV | 1000.00% |
| 5 | IVE | 1000.00% |
| 6 | IUSV | 1000.00% |
| 7 | IUSG | 1000.00% |
| 8 | IWL | 1000.00% |
| 9 | ITOT | 1000.00% |
| 10 | ILCV | 1000.00% |
| 11 | ILCG | 1000.00% |
| 12 | ILCB | 1000.00% |
| 13 | IWV | 1000.00% |
| 14 | IWX | 1000.00% |
| 15 | JKD | 1000.00% |
| 16 | JKF | 1000.00% |
| 17 | GLOF | 1000.00% |
| 18 | IWD | 1000.00% |
| 19 | EXI | 1000.00% |
| 20 | IYY | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 36.34M (9.14%) | 176.90K Increased by +0.49% | Sep 30, 23 |
| 2 | BlackRock Inc | 26.12M (6.57%) | -763.55K Decreased by -2.92% | Sep 30, 23 |
| 3 | JPMorgan Chase & Co | 23.28M (5.85%) | 3.26M Increased by +14.02% | Sep 30, 23 |
| 4 | FMR Inc | 19.92M (5.01%) | 5.27M Increased by +26.45% | Sep 30, 23 |
| 5 | State Street Corporation | 16.57M (4.17%) | -461.73K Decreased by -2.79% | Sep 30, 23 |
| 6 | Massachusetts Financial Services Company | 14.52M (3.65%) | -445.82K Decreased by -3.07% | Sep 30, 23 |
| 7 | Bank of America Corp | 13.98M (3.52%) | 258.79K Increased by +1.85% | Sep 30, 23 |
| 8 | Morgan Stanley - Brokerage Accounts | 9.14M (2.30%) | -570.79K Decreased by -6.24% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 7.42M (1.87%) | 152.92K Increased by +2.06% | Sep 30, 23 |
| 10 | Nuveen Asset Management, LLC | 5.49M (1.38%) | 248.89K Increased by +4.54% | Sep 30, 23 |
| 11 | AllianceBernstein L.P. | 5.15M (1.30%) | -437.02K Decreased by -8.48% | Sep 30, 23 |
| 12 | Bank of New York Mellon Corp | 5.13M (1.29%) | -441.74K Decreased by -8.60% | Sep 30, 23 |
| 13 | Northern Trust Corp | 5.01M (1.26%) | 109.78K Increased by +2.19% | Sep 30, 23 |
| 14 | Ameriprise Financial Inc | 4.85M (1.22%) | -197.31K Decreased by -4.07% | Sep 30, 23 |
| 15 | DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main | 4.78M (1.20%) | -112.87K Decreased by -2.36% | Sep 30, 23 |
| 16 | ClearBridge Advisors, LLC | 4.35M (1.09%) | -536.21K Decreased by -12.32% | Sep 30, 23 |
| 17 | Goldman Sachs Group Inc | 3.94M (0.99%) | 154.87K Increased by +3.93% | Sep 30, 23 |
| 18 | Coatue Management LLC | 3.79M (0.95%) | 2.01M Increased by +53.08% | Sep 30, 23 |
| 19 | Wells Fargo & Co | 3.67M (0.92%) | 14.26K Increased by +0.39% | Sep 30, 23 |
| 20 | Raymond James & Associates | 3.62M (0.91%) | 35.24K Increased by +0.97% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 12.51M (3.15%) | 15.17K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 9.72M (2.45%) | 90.87K Increased by +0.93% | Nov 30, 23 |
| 3 | JPMorgan Large Cap Growth I | 5.02M (1.26%) | 157.03K Increased by +3.13% | Nov 30, 23 |
| 4 | SPDR® S&P 500 ETF Trust | 4.92M (1.24%) | -34.60K Decreased by -0.70% | Dec 31, 23 |
| 5 | Fidelity® 500 Index | 4.65M (1.17%) | 29.59K Increased by +0.64% | Nov 30, 23 |
| 6 | iShares Core S&P 500 ETF | 3.98M (1.00%) | 2.37K Increased by +0.06% | Dec 29, 23 |
| 7 | JPM US Large Cap Growth-MA | 3.74M (0.94%) | 3.74M Increased by +100.00% | Sep 30, 23 |
| 8 | MFS Large Cap Value Equity | 3.60M (0.91%) | -442.99K Decreased by -12.29% | Sep 30, 23 |
| 9 | MFS Value A | 3.55M (0.89%) | -39.33K Decreased by -1.11% | Nov 30, 23 |
| 10 | Vanguard Value Index Inv | 3.42M (0.86%) | 7.76K Increased by +0.23% | Nov 30, 23 |
| 11 | JPM US Equity Income-MA | 2.92M (0.73%) | 2.92M Increased by +99.90% | Sep 30, 23 |
| 12 | JPMorgan Equity Income I | 2.77M (0.70%) | -97.85K Decreased by -3.54% | Nov 30, 23 |
| 13 | JPM US Equity Income-Composite | 2.71M (0.68%) | -209.40K Decreased by -7.72% | Dec 31, 23 |
| 14 | Vanguard Institutional Index I | 2.66M (0.67%) | -5.88K Decreased by -0.22% | Nov 30, 23 |
| 15 | Columbia Dividend Value | 2.51M (0.63%) | -28.36K Decreased by -1.13% | Sep 30, 23 |
| 16 | Columbia Dividend Income Inst | 2.50M (0.63%) | -12.91K Decreased by -0.52% | Nov 30, 23 |
| 17 | MFS Growth Equity | 2.43M (0.61%) | 276.47K Increased by +11.38% | Sep 30, 23 |
| 18 | MFS Growth B | 2.40M (0.60%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | Fidelity® Puritan® | 2.32M (0.58%) | -22.30K Decreased by -0.96% | Oct 31, 23 |
| 20 | Vanguard Dividend Appreciation ETF | 2.30M (0.58%) | 15.46K Increased by +0.67% | Nov 30, 23 |