| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWV | 1000.00% |
| 2 | JKI | 1000.00% |
| 3 | JKG | 1000.00% |
| 4 | JKF | 1000.00% |
| 5 | JKD | 1000.00% |
| 6 | IYY | 1000.00% |
| 7 | IYC | 1000.00% |
| 8 | IXP | 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 | IMCV | 1000.00% |
| 18 | IMCB | 1000.00% |
| 19 | ILCV | 1000.00% |
| 20 | ILCB | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 45.98M (12.05%) | -249.59K Decreased by -0.54% | Sep 30, 23 |
| 2 | BlackRock Inc | 39.10M (10.25%) | 403.13K Increased by +1.03% | Sep 30, 23 |
| 3 | Bank of America Corp | 25.76M (6.75%) | 3.06M Increased by +11.86% | Sep 30, 23 |
| 4 | State Street Corporation | 19.70M (5.17%) | -1.92M Decreased by -9.73% | Sep 30, 23 |
| 5 | Harris Associates L.P. | 16.66M (4.37%) | 3.28M Increased by +19.68% | Sep 30, 23 |
| 6 | FMR Inc | 13.71M (3.60%) | -1.28M Decreased by -9.35% | Sep 30, 23 |
| 7 | Bank of New York Mellon Corp | 11.67M (3.06%) | -130.22K Decreased by -1.12% | Sep 30, 23 |
| 8 | Black Creek Investment Management Inc | 9.72M (2.55%) | 1.20M Increased by +12.39% | Sep 30, 23 |
| 9 | Charles Schwab Investment Management Inc | 9.29M (2.44%) | 167.81K Increased by +1.81% | Sep 30, 23 |
| 10 | Geode Capital Management, LLC | 8.71M (2.28%) | 146.20K Increased by +1.68% | Sep 30, 23 |
| 11 | Boston Partners Global Investors, Inc | 8.39M (2.20%) | 414.11K Increased by +4.94% | Sep 30, 23 |
| 12 | Capital World Investors | 7.88M (2.07%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 13 | Amundi | 7.18M (1.88%) | 612.93K Increased by +8.54% | Sep 30, 23 |
| 14 | Beutel, Goodman & Company Ltd. | 7.18M (1.88%) | -170.00 Decreased by -0.00% | Sep 30, 23 |
| 15 | First Trust Advisors L.P. | 6.15M (1.61%) | -3.05M Decreased by -49.61% | Sep 30, 23 |
| 16 | Goldman Sachs Group Inc | 5.51M (1.45%) | 7.06K Increased by +0.13% | Sep 30, 23 |
| 17 | Northern Trust Corp | 5.15M (1.35%) | -201.85K Decreased by -3.92% | Sep 30, 23 |
| 18 | Ariel Investments, LLC | 5.14M (1.35%) | -3.12K Decreased by -0.06% | Sep 30, 23 |
| 19 | Dimensional Fund Advisors, Inc. | 5.01M (1.31%) | 25.44K Increased by +0.51% | Sep 30, 23 |
| 20 | Morgan Stanley - Brokerage Accounts | 4.87M (1.28%) | -557.21K Decreased by -11.43% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 12.07M (3.16%) | 14.45K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 9.38M (2.46%) | 89.50K Increased by +0.95% | Nov 30, 23 |
| 3 | Communication Services Sel Sect SPDR®ETF | 8.43M (2.21%) | 35.57K Increased by +0.42% | Dec 29, 23 |
| 4 | American Funds Income Fund of Amer A | 7.88M (2.07%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 5 | Schwab US Dividend Equity ETF™ | 6.06M (1.59%) | 886.00 Increased by +0.01% | Dec 30, 23 |
| 6 | iShares Select Dividend ETF | 6.00M (1.57%) | -3.71K Decreased by -0.06% | Dec 29, 23 |
| 7 | First Trust Rising Dividend Achiev ETF | 5.50M (1.44%) | 7.72K Increased by +0.14% | Dec 28, 23 |
| 8 | Vanguard Small Cap Index | 4.99M (1.31%) | 22.64K Increased by +0.45% | Nov 30, 23 |
| 9 | SPDR® S&P 500 ETF Trust | 4.75M (1.25%) | -33.14K Decreased by -0.70% | Dec 31, 23 |
| 10 | Fidelity® 500 Index | 4.49M (1.18%) | 28.53K Increased by +0.64% | Nov 30, 23 |
| 11 | Vanguard Mid Cap Index Institutional | 4.37M (1.15%) | -616.00 Decreased by -0.01% | Nov 30, 23 |
| 12 | CI Global Leaders Fund D | 4.23M (1.11%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 13 | iShares Core S&P 500 ETF | 3.81M (1.00%) | 2.28K Increased by +0.06% | Dec 29, 23 |
| 14 | JHancock Disciplined Value Mid Cap I | 3.52M (0.92%) | 670.41K Increased by +19.03% | Nov 30, 23 |
| 15 | Vanguard Small Cap Value Index Inv | 3.46M (0.91%) | 7.32K Increased by +0.21% | Nov 30, 23 |
| 16 | Invesco S&P 500® Equal Weight ETF | 3.03M (0.79%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 17 | American Century Mid Cap Value Inv | 2.83M (0.74%) | 544.09K Increased by +19.21% | Sep 30, 23 |
| 18 | American Century U.S. Mid Cap Value | 2.83M (0.74%) | 544.09K Increased by +19.21% | Sep 30, 23 |