| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWB | 1000.00% |
| 2 | JKI | 1000.00% |
| 3 | JKG | 1000.00% |
| 4 | JKF | 1000.00% |
| 5 | JKE | 1000.00% |
| 6 | JKD | 1000.00% |
| 7 | IYY | 1000.00% |
| 8 | IYC | 1000.00% |
| 9 | IWV | 1000.00% |
| 10 | IWR | 1000.00% |
| 11 | IWP | 1000.00% |
| 12 | IWF | 1000.00% |
| 13 | IVW | 1000.00% |
| 14 | IVV | 1000.00% |
| 15 | IUSG | 1000.00% |
| 16 | ITOT | 1000.00% |
| 17 | IMCV | 1000.00% |
| 18 | IMCG | 1000.00% |
| 19 | IMCB | 1000.00% |
| 20 | ILCV | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 15.85M (11.96%) | -600.46K Decreased by -3.79% | Sep 30, 23 |
| 2 | BlackRock Inc | 10.26M (7.74%) | -2.05M Decreased by -19.98% | Sep 30, 23 |
| 3 | Morgan Stanley - Brokerage Accounts | 9.28M (7.01%) | 5.99M Increased by +64.52% | Sep 30, 23 |
| 4 | State Street Corporation | 5.43M (4.10%) | -211.02K Decreased by -3.89% | Sep 30, 23 |
| 5 | Amundi | 4.58M (3.46%) | 3.35M Increased by +73.03% | Sep 30, 23 |
| 6 | Artisan Partners Limited Partnership | 4.36M (3.29%) | -358.63K Decreased by -8.22% | Sep 30, 23 |
| 7 | JPMorgan Chase & Co | 3.61M (2.73%) | 273.31K Increased by +7.57% | Sep 30, 23 |
| 8 | Par Capital Management Inc | 3.45M (2.60%) | 50.00K Increased by +1.45% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 3.15M (2.37%) | 7.17K Increased by +0.23% | Sep 30, 23 |
| 10 | Alkeon Capital Management, LLC | 3.06M (2.31%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 11 | Fidelity International Ltd | 2.77M (2.09%) | -544.84K Decreased by -19.64% | Sep 30, 23 |
| 12 | Amvescap Plc. | 2.74M (2.07%) | 204.56K Increased by +7.47% | Sep 30, 23 |
| 13 | Boston Partners Global Investors, Inc | 2.57M (1.94%) | 32.19K Increased by +1.25% | Sep 30, 23 |
| 14 | Pacer Advisors, INC. | 1.82M (1.37%) | 15.41K Increased by +0.85% | Sep 30, 23 |
| 15 | Lyrical Asset Management LP | 1.78M (1.35%) | 400.56K Increased by +22.47% | Sep 30, 23 |
| 16 | Bank of New York Mellon Corp | 1.72M (1.30%) | -105.15K Decreased by -6.11% | Sep 30, 23 |
| 17 | Northern Trust Corp | 1.56M (1.18%) | 22.52K Increased by +1.45% | Sep 30, 23 |
| 18 | Bessemer Group Inc | 1.39M (1.05%) | 3.20K Increased by +0.23% | Sep 30, 23 |
| 19 | Fisher Asset Management, LLC | 1.38M (1.04%) | 187.77K Increased by +13.61% | Sep 30, 23 |
| 20 | Ameriprise Financial Inc | 1.23M (0.93%) | -1.08M Decreased by -87.99% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 4.31M (3.26%) | 5.12K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 3.36M (2.53%) | 30.58K Increased by +0.91% | Nov 30, 23 |
| 3 | Vanguard Mid Cap Index Institutional | 3.13M (2.36%) | 3.11K Increased by +0.10% | Nov 30, 23 |
| 4 | SPDR® S&P 500 ETF Trust | 1.64M (1.24%) | -11.53K Decreased by -0.70% | Dec 31, 23 |
| 5 | Fidelity® 500 Index | 1.61M (1.21%) | 10.22K Increased by +0.64% | Nov 30, 23 |
| 6 | JHancock Disciplined Value Mid Cap I | 1.36M (1.02%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 7 | iShares Core S&P 500 ETF | 1.33M (1.00%) | 790.00 Increased by +0.06% | Dec 29, 23 |
| 8 | Pacer US Cash Cows 100 ETF | 1.33M (1.00%) | 5.26K Increased by +0.40% | Dec 29, 23 |
| 9 | Vanguard Growth Index Investor | 1.21M (0.92%) | 6.94K Increased by +0.57% | Nov 30, 23 |
| 10 | JPM US Mid Cap Value-MA | 974.17K (0.74%) | 971.34K Increased by +99.71% | Sep 30, 23 |
| 11 | JPMorgan Mid Cap Value L | 974.17K (0.74%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 12 | Vanguard Mid-Cap Growth ETF | 958.93K (0.72%) | 3.07K Increased by +0.32% | Nov 30, 23 |
| 13 | Lyrical U.S. Value Equity - CS | 957.39K (0.72%) | 73.64K Increased by +7.69% | Dec 31, 23 |
| 14 | JPM US Mid Cap Value-Composite | 955.77K (0.72%) | -18.40K Decreased by -1.92% | Dec 31, 23 |
| 15 | Vanguard Institutional Index I | 919.03K (0.69%) | -779.00 Decreased by -0.08% | Nov 30, 23 |
| 16 | Fidelity Global Technology A-Dis-EUR | 789.14K (0.60%) | -149.16K Decreased by -18.90% | Nov 30, 23 |
| 17 | Invesco S&P 500® Equal Weight ETF | 770.60K (0.58%) | 4.18K Increased by +0.54% | Nov 30, 23 |
| 18 | Consumer Discret Sel Sect SPDR® ETF | 762.88K (0.58%) | 67.50K Increased by +8.85% | Dec 31, 23 |
| 19 | Patient Opportunity C | 750.00K (0.57%) | 50.00K Increased by +6.67% | Sep 30, 23 |
| 20 | Purisima Global Total Return A | 703.77K (0.53%) | 0.00 Increased by 0.00% | Sep 30, 23 |