| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKD | 1000.00% |
| 2 | JKF | 1000.00% |
| 3 | JKG | 1000.00% |
| 4 | IYY | 1000.00% |
| 5 | IYG | 1000.00% |
| 6 | IYF | 1000.00% |
| 7 | IXG | 1000.00% |
| 8 | IWV | 1000.00% |
| 9 | IWS | 1000.00% |
| 10 | IWR | 1000.00% |
| 11 | IWD | 1000.00% |
| 12 | IWB | 1000.00% |
| 13 | IVV | 1000.00% |
| 14 | IVE | 1000.00% |
| 15 | IUSV | 1000.00% |
| 16 | ITOT | 1000.00% |
| 17 | JKI | 1000.00% |
| 18 | IMCV | 1000.00% |
| 19 | IMCB | 1000.00% |
| 20 | ILCV | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 172.07M (11.98%) | 1.21M Increased by +0.70% | Sep 30, 23 |
| 2 | BlackRock Inc | 130.34M (9.07%) | -2.69M Decreased by -2.06% | Sep 30, 23 |
| 3 | State Street Corporation | 74.34M (5.18%) | 1.10M Increased by +1.48% | Sep 30, 23 |
| 4 | T. Rowe Price Associates, Inc. | 58.00M (4.04%) | -5.11M Decreased by -8.81% | Sep 30, 23 |
| 5 | Amvescap Plc. | 46.71M (3.25%) | -3.70M Decreased by -7.93% | Sep 30, 23 |
| 6 | Charles Schwab Investment Management Inc | 45.74M (3.18%) | 245.03K Increased by +0.54% | Sep 30, 23 |
| 7 | Geode Capital Management, LLC | 33.27M (2.32%) | 806.83K Increased by +2.43% | Sep 30, 23 |
| 8 | Citadel Advisors Llc | 29.42M (2.05%) | 20.84M Increased by +70.84% | Sep 30, 23 |
| 9 | Boston Partners Global Investors, Inc | 29.28M (2.04%) | 7.27M Increased by +24.84% | Sep 30, 23 |
| 10 | Federated Hermes Inc | 28.93M (2.01%) | -985.25K Decreased by -3.41% | Sep 30, 23 |
| 11 | FMR Inc | 26.42M (1.84%) | -10.31M Decreased by -39.02% | Sep 30, 23 |
| 12 | JPMorgan Chase & Co | 26.29M (1.83%) | -2.99M Decreased by -11.37% | Sep 30, 23 |
| 13 | First Trust Advisors L.P. | 21.52M (1.50%) | 1.14M Increased by +5.30% | Sep 30, 23 |
| 14 | Victory Capital Management Inc. | 17.93M (1.25%) | 3.44M Increased by +19.18% | Sep 30, 23 |
| 15 | Bank of America Corp | 14.92M (1.04%) | -1.38M Decreased by -9.26% | Sep 30, 23 |
| 16 | Morgan Stanley - Brokerage Accounts | 14.50M (1.01%) | -765.78K Decreased by -5.28% | Sep 30, 23 |
| 17 | Dimensional Fund Advisors, Inc. | 14.37M (1.00%) | 146.12K Increased by +1.02% | Sep 30, 23 |
| 18 | Northern Trust Corp | 14.27M (0.99%) | 744.44K Increased by +5.22% | Sep 30, 23 |
| 19 | Newport Trust Co. | 11.95M (0.83%) | -230.30K Decreased by -1.93% | Sep 30, 23 |
| 20 | Bank of New York Mellon Corp | 10.50M (0.73%) | -1.03M Decreased by -9.77% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 45.27M (3.15%) | 48.84K Increased by +0.11% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 35.29M (2.46%) | 272.53K Increased by +0.77% | Nov 30, 23 |
| 3 | Vanguard Mid Cap Index Institutional | 32.91M (2.29%) | 61.55K Increased by +0.19% | Nov 30, 23 |
| 4 | Schwab US Dividend Equity ETF™ | 22.78M (1.59%) | 3.33K Increased by +0.01% | Dec 30, 23 |
| 5 | JHancock Disciplined Value Mid Cap I | 19.71M (1.37%) | 1.92M Increased by +9.75% | Nov 30, 23 |
| 6 | Federated Hermes Strategic Val Dividend | 18.22M (1.27%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 7 | Federated Hermes Strategic Value Div IS | 18.22M (1.27%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 8 | SPDR® S&P 500 ETF Trust | 17.70M (1.23%) | -125.41K Decreased by -0.71% | Dec 31, 23 |
| 9 | Fidelity® 500 Index | 16.87M (1.17%) | 107.30K Increased by +0.64% | Nov 30, 23 |
| 10 | iShares Select Dividend ETF | 16.85M (1.17%) | -10.43K Decreased by -0.06% | Dec 29, 23 |
| 11 | iShares Core S&P 500 ETF | 14.42M (1.00%) | 8.61K Increased by +0.06% | Dec 29, 23 |
| 12 | JPM US Mid Cap Value-MA | 14.16M (0.99%) | 14.11M Increased by +99.66% | Sep 30, 23 |
| 13 | JPMorgan Mid Cap Value L | 14.16M (0.99%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 14 | First Trust Rising Dividend Achiev ETF | 14.11M (0.98%) | 19.82K Increased by +0.14% | Dec 28, 23 |
| 15 | JPM US Mid Cap Value-Composite | 13.89M (0.97%) | -267.42K Decreased by -1.92% | Dec 31, 23 |
| 16 | T. Rowe Price Equity Income | 13.77M (0.96%) | -520.00K Decreased by -3.78% | Sep 30, 23 |
| 17 | T. Rowe Price US Lg-Cp Equity Inc Comp | 13.77M (0.96%) | -520.00K Decreased by -3.78% | Sep 30, 23 |
| 18 | SPDR® S&P Regional Banking ETF | 12.53M (0.87%) | 8.10K Increased by +0.06% | Dec 31, 23 |
| 19 | Vanguard Value Index Inv | 12.41M (0.86%) | 28.23K Increased by +0.23% | Nov 30, 23 |
| 20 | Vanguard Mid-Cap Value ETF | 11.65M (0.81%) | -51.10K Decreased by -0.44% | Nov 30, 23 |