| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IMCB | 1000.00% |
| 2 | JKG | 1000.00% |
| 3 | JKE | 1000.00% |
| 4 | JKD | 1000.00% |
| 5 | IYY | 1000.00% |
| 6 | IXG | 1000.00% |
| 7 | IWV | 1000.00% |
| 8 | IWS | 1000.00% |
| 9 | IWR | 1000.00% |
| 10 | IWD | 1000.00% |
| 11 | IWB | 1000.00% |
| 12 | IVV | 1000.00% |
| 13 | IVE | 1000.00% |
| 14 | IUSV | 1000.00% |
| 15 | ITOT | 1000.00% |
| 16 | ILCB | 1000.00% |
| 17 | ILCG | 1000.00% |
| 18 | IMCG | 1000.00% |
| 19 | FINX | 3.60% |
| 20 | KONG | 3.14% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 8.62M (11.92%) | -55.00K Decreased by -0.64% | Sep 30, 23 |
| 2 | BlackRock Inc | 7.24M (10.01%) | 8.12K Increased by +0.11% | Sep 30, 23 |
| 3 | Kayne Anderson Rudnick Investment Management LLC | 3.74M (5.17%) | 46.53K Increased by +1.24% | Sep 30, 23 |
| 4 | Apg All Pensions Group | 3.61M (4.99%) | -68.45K Decreased by -1.90% | Sep 30, 23 |
| 5 | State Street Corporation | 3.18M (4.39%) | -47.03K Decreased by -1.48% | Sep 30, 23 |
| 6 | Morgan Stanley - Brokerage Accounts | 3.16M (4.36%) | -30.89K Decreased by -0.98% | Sep 30, 23 |
| 7 | JPMorgan Chase & Co | 2.03M (2.81%) | -114.89K Decreased by -5.66% | Sep 30, 23 |
| 8 | Atlantic Trust Group, LLC | 1.92M (2.65%) | -1.92M Decreased by -99.96% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 1.81M (2.50%) | 35.81K Increased by +1.98% | Sep 30, 23 |
| 10 | Wells Fargo & Co | 1.38M (1.91%) | -76.51K Decreased by -5.53% | Sep 30, 23 |
| 11 | Amundi | 1.20M (1.65%) | 17.81K Increased by +1.49% | Sep 30, 23 |
| 12 | Amvescap Plc. | 1.11M (1.53%) | 147.14K Increased by +13.29% | Sep 30, 23 |
| 13 | Northern Trust Corp | 818.74K (1.13%) | 28.02K Increased by +3.42% | Sep 30, 23 |
| 14 | Bank of New York Mellon Corp | 817.79K (1.13%) | -25.50K Decreased by -3.12% | Sep 30, 23 |
| 15 | Neuberger Berman Group LLC | 689.48K (0.95%) | -3.29K Decreased by -0.48% | Sep 30, 23 |
| 16 | Handelsbanken Fonder AB | 689.40K (0.95%) | 177.20K Increased by +25.70% | Sep 30, 23 |
| 17 | Parnassus Investments, LLC | 679.88K (0.94%) | -117.12K Decreased by -17.23% | Sep 30, 23 |
| 18 | Charles Schwab Investment Management Inc | 576.57K (0.80%) | 7.21K Increased by +1.25% | Sep 30, 23 |
| 19 | Mitsubishi UFJ Asset Management Co.,Ltd | 575.42K (0.80%) | 27.87K Increased by +4.84% | Sep 30, 23 |
| 20 | Raymond James & Associates | 568.90K (0.79%) | 8.56K Increased by +1.50% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 2.29M (3.16%) | 2.76K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 1.78M (2.46%) | 17.19K Increased by +0.97% | Nov 30, 23 |
| 3 | JPMorgan Equity Premium Income ETF | 1.04M (1.44%) | -13.44K Decreased by -1.29% | Dec 29, 23 |
| 4 | Vanguard Small Cap Index | 944.51K (1.31%) | 3.95K Increased by +0.42% | Nov 30, 23 |
| 5 | SPDR® S&P 500 ETF Trust | 906.00K (1.25%) | 7.14K Increased by +0.79% | Dec 29, 23 |
| 6 | Fidelity® 500 Index | 849.20K (1.17%) | 5.40K Increased by +0.64% | Nov 30, 23 |
| 7 | Vanguard Mid Cap Index Institutional | 828.73K (1.15%) | -223.00 Decreased by -0.03% | Nov 30, 23 |
| 8 | Eaton Vance Atlanta Capital SMID-Cap I | 749.35K (1.04%) | 55.05K Increased by +7.35% | Oct 31, 23 |
| 9 | iShares Core S&P 500 ETF | 725.23K (1.00%) | 430.00 Increased by +0.06% | Dec 29, 23 |
| 10 | MS INVF Global Brands A USD | 697.01K (0.96%) | -6.71K Decreased by -0.96% | Sep 30, 23 |
| 11 | Morgan Stanley Glbl Franchise | 697.01K (0.96%) | -6.71K Decreased by -0.96% | Sep 30, 23 |
| 12 | Invesco S&P 500® Equal Weight ETF | 574.44K (0.79%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 13 | Vanguard Small Cap Growth Index Inv | 528.60K (0.73%) | 3.02K Increased by +0.57% | Nov 30, 23 |
| 14 | Vanguard Institutional Index I | 484.56K (0.67%) | -1.63K Decreased by -0.34% | Nov 30, 23 |
| 15 | Financial Select Sector SPDR® ETF | 474.35K (0.66%) | -104.00 Decreased by -0.02% | Dec 29, 23 |
| 16 | Parnassus Mid-Cap | 450.70K (0.62%) | -229.19K Decreased by -50.85% | Oct 31, 23 |
| 17 | Neuberger Berman Genesis Inv | 438.47K (0.61%) | -2.73K Decreased by -0.62% | Sep 30, 23 |
| 18 | Handelsbanken Global Tema (A1 SEK) | 420.00K (0.58%) | 30.00K Increased by +7.14% | Dec 31, 23 |
| 19 | Vanguard Dividend Appreciation ETF | 418.83K (0.58%) | 2.87K Increased by +0.68% | Nov 30, 23 |
| 20 | Pioneer A | 410.93K (0.57%) | -36.53K Decreased by -8.89% | Oct 31, 23 |