| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ILCG | 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 | IYR | 1000.00% |
| 9 | IWV | 1000.00% |
| 10 | IWS | 1000.00% |
| 11 | IWR | 1000.00% |
| 12 | IWD | 1000.00% |
| 13 | IWB | 1000.00% |
| 14 | IVV | 1000.00% |
| 15 | IVE | 1000.00% |
| 16 | IUSV | 1000.00% |
| 17 | ITOT | 1000.00% |
| 18 | IMCV | 1000.00% |
| 19 | IMCG | 1000.00% |
| 20 | IMCB | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 101.46M (16.83%) | 344.56K Increased by +0.34% | Sep 30, 23 |
| 2 | BlackRock Inc | 63.59M (10.55%) | 2.66M Increased by +4.19% | Sep 30, 23 |
| 3 | State Street Corporation | 43.43M (7.20%) | -629.42K Decreased by -1.45% | Sep 30, 23 |
| 4 | Cohen & Steers Inc | 41.17M (6.83%) | -4.30M Decreased by -10.45% | Sep 30, 23 |
| 5 | JPMorgan Chase & Co | 31.12M (5.16%) | 5.89M Increased by +18.94% | Sep 30, 23 |
| 6 | Capital Research Global Investors | 20.05M (3.33%) | 10.04K Increased by +0.05% | Sep 30, 23 |
| 7 | Amvescap Plc. | 18.47M (3.06%) | 4.39M Increased by +23.79% | Sep 30, 23 |
| 8 | Apg Investments Us Inc | 15.79M (2.62%) | 1.40M Increased by +8.85% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 14.92M (2.48%) | 330.56K Increased by +2.21% | Sep 30, 23 |
| 10 | FMR Inc | 13.86M (2.30%) | 2.06M Increased by +14.87% | Sep 30, 23 |
| 11 | Daiwa Securities Group Inc | 11.52M (1.91%) | -1.96M Decreased by -17.00% | Sep 30, 23 |
| 12 | Citadel Advisors Llc | 10.51M (1.74%) | 4.40M Increased by +41.81% | Sep 30, 23 |
| 13 | CenterSquare Investment Management LLC | 9.46M (1.57%) | 4.05M Increased by +42.81% | Sep 30, 23 |
| 14 | Dimensional Fund Advisors, Inc. | 9.17M (1.52%) | 77.26K Increased by +0.84% | Sep 30, 23 |
| 15 | Nuveen Asset Management, LLC | 8.58M (1.42%) | -746.50K Decreased by -8.70% | Sep 30, 23 |
| 16 | Northern Trust Corp | 8.56M (1.42%) | 136.81K Increased by +1.60% | Sep 30, 23 |
| 17 | Charles Schwab Investment Management Inc | 8.03M (1.33%) | 146.63K Increased by +1.83% | Sep 30, 23 |
| 18 | Legal & General Group PLC | 6.98M (1.16%) | -223.54K Decreased by -3.20% | Sep 30, 23 |
| 19 | Bank of New York Mellon Corp | 5.74M (0.95%) | -167.03K Decreased by -2.91% | Sep 30, 23 |
| 20 | Morgan Stanley - Brokerage Accounts | 5.14M (0.85%) | 255.73K Increased by +4.97% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Real Estate Index Investor | 25.13M (4.17%) | -415.75K Decreased by -1.65% | Nov 30, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 19.39M (3.22%) | 22.47K Increased by +0.12% | Nov 30, 23 |
| 3 | Vanguard Small Cap Index | 16.05M (2.66%) | 65.95K Increased by +0.41% | Nov 30, 23 |
| 4 | Vanguard Institutional 500 Index Trust | 15.12M (2.51%) | 161.07K Increased by +1.07% | Nov 30, 23 |
| 5 | American Funds American Mutual A | 13.98M (2.32%) | -29.09K Decreased by -0.21% | Sep 30, 23 |
| 6 | Capital Group American Mutual Comp | 13.98M (2.32%) | -29.09K Decreased by -0.21% | Sep 30, 23 |
| 7 | Vanguard Small Cap Value Index Inv | 11.16M (1.85%) | 29.83K Increased by +0.27% | Nov 30, 23 |
| 8 | Fidelity US REIT Mother Fund | 8.92M (1.48%) | 1.76M Increased by +19.75% | Sep 15, 23 |
| 9 | Daiwa US-REIT Open Mother Fund | 8.27M (1.37%) | 2.77M Increased by +33.50% | Sep 19, 23 |
| 10 | SPDR® S&P 500 ETF Trust | 7.56M (1.25%) | -53.73K Decreased by -0.71% | Dec 31, 23 |
| 11 | Fidelity® 500 Index | 7.22M (1.20%) | 45.96K Increased by +0.64% | Nov 30, 23 |
| 12 | iShares Core S&P 500 ETF | 6.62M (1.10%) | 452.35K Increased by +6.83% | Dec 29, 23 |
| 13 | Cohen & Steers Instl Realty Shares | 6.36M (1.05%) | -436.09K Decreased by -6.86% | Sep 30, 23 |
| 14 | Cohen & Steers Realty Shares L | 5.66M (0.94%) | -485.32K Decreased by -8.57% | Sep 30, 23 |
| 15 | JPM US Mid Cap Value-MA | 5.01M (0.83%) | 5.00M Increased by +99.73% | Sep 30, 23 |
| 16 | JPMorgan Mid Cap Value L | 5.01M (0.83%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 17 | JPM US Mid Cap Value-Composite | 4.92M (0.82%) | -94.70K Decreased by -1.92% | Dec 31, 23 |
| 18 | Invesco S&P 500® Equal Weight ETF | 4.67M (0.78%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 19 | JPM US Value Advantage-MA | 4.50M (0.75%) | 4.33M Increased by +96.31% | Sep 30, 23 |
| 20 | JPMorgan Value Advantage L | 4.39M (0.73%) | 0.00 Increased by 0.00% | Nov 30, 23 |