| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKD | 1000.00% |
| 2 | IWV | 1000.00% |
| 3 | IWS | 1000.00% |
| 4 | JKI | 1000.00% |
| 5 | IWR | 1000.00% |
| 6 | IWD | 1000.00% |
| 7 | IMCB | 1000.00% |
| 8 | ILCV | 1000.00% |
| 9 | ILCB | 1000.00% |
| 10 | IHF | 1000.00% |
| 11 | JKF | 1000.00% |
| 12 | IXJ | 1000.00% |
| 13 | IWB | 1000.00% |
| 14 | IVV | 1000.00% |
| 15 | IVE | 1000.00% |
| 16 | IUSV | 1000.00% |
| 17 | IYH | 1000.00% |
| 18 | ITOT | 1000.00% |
| 19 | IYY | 1000.00% |
| 20 | JKG | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 11.88M (14.04%) | -828.72K Decreased by -6.98% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 10.19M (12.05%) | -133.39K Decreased by -1.31% | Sep 30, 23 |
| 3 | State Street Corporation | 3.83M (4.52%) | -104.03K Decreased by -2.72% | Sep 30, 23 |
| 4 | Wellington Management Company LLP | 2.49M (2.94%) | 424.68K Increased by +17.08% | Sep 30, 23 |
| 5 | Morgan Stanley - Brokerage Accounts | 2.22M (2.62%) | 1.12M Increased by +50.64% | Sep 30, 23 |
| 6 | Lazard Asset Management LLC | 2.21M (2.62%) | 483.88K Increased by +21.87% | Sep 30, 23 |
| 7 | Geode Capital Management, LLC | 1.92M (2.27%) | 42.58K Increased by +2.22% | Sep 30, 23 |
| 8 | Bank of America Corp | 1.49M (1.76%) | 23.97K Increased by +1.61% | Sep 30, 23 |
| 9 | Dimensional Fund Advisors, Inc. | 1.45M (1.72%) | -5.19K Decreased by -0.36% | Sep 30, 23 |
| 10 | JPMorgan Chase & Co | 1.44M (1.70%) | -950.00 Decreased by -0.07% | Sep 30, 23 |
| 11 | AllianceBernstein L.P. | 1.30M (1.54%) | 607.58K Increased by +46.65% | Sep 30, 23 |
| 12 | Diamond Hill Capital Management Inc | 1.28M (1.51%) | 1.11M Increased by +86.56% | Sep 30, 23 |
| 13 | UBS Asset Mgmt Americas Inc | 1.19M (1.41%) | -9.21K Decreased by -0.77% | Sep 30, 23 |
| 14 | Northern Trust Corp | 1.13M (1.34%) | 126.60K Increased by +11.21% | Sep 30, 23 |
| 15 | FMR Inc | 1.07M (1.26%) | -40.27K Decreased by -3.78% | Sep 30, 23 |
| 16 | Nuveen Asset Management, LLC | 901.92K (1.07%) | -14.11K Decreased by -1.56% | Sep 30, 23 |
| 17 | Veritas Investment Partners (UK) Ltd. | 860.67K (1.02%) | 1.50K Increased by +0.17% | Sep 30, 23 |
| 18 | American Century Companies Inc | 847.75K (1.00%) | 28.91K Increased by +3.41% | Sep 30, 23 |
| 19 | Allspring Global Investments Holdings, LLC | 806.98K (0.95%) | 786.48K Increased by +97.46% | Sep 30, 23 |
| 20 | Thrivent Financial For Lutherans | 778.34K (0.92%) | 61.94K Increased by +7.96% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 2.77M (3.28%) | 3.28K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 2.16M (2.55%) | 20.30K Increased by +0.94% | Nov 30, 23 |
| 3 | Vanguard Mid Cap Index Institutional | 2.01M (2.38%) | 2.72K Increased by +0.14% | Nov 30, 23 |
| 4 | BlackRock Equity Dividend Instl | 1.50M (1.77%) | -140.68K Decreased by -9.37% | Nov 30, 23 |
| 5 | Vanguard Health Care Inv | 1.49M (1.76%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 6 | Diamond Hill Large Cap Equity | 1.13M (1.33%) | 38.78K Increased by +3.44% | Dec 31, 23 |
| 7 | SPDR® S&P 500 ETF Trust | 1.05M (1.24%) | -7.30K Decreased by -0.70% | Dec 31, 23 |
| 8 | Fidelity® 500 Index | 1.03M (1.22%) | 6.57K Increased by +0.64% | Nov 30, 23 |
| 9 | iShares Core S&P 500 ETF | 845.38K (1.00%) | 500.00 Increased by +0.06% | Dec 29, 23 |
| 10 | Allspring Special Mid Cap Value Inst | 766.40K (0.91%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 11 | Vanguard Value Index Inv | 758.66K (0.90%) | 1.03K Increased by +0.14% | Nov 30, 23 |
| 12 | Vanguard Mid-Cap Value ETF | 713.16K (0.84%) | -3.15K Decreased by -0.44% | Nov 30, 23 |
| 13 | Diamond Hill Large Cap Inv | 659.92K (0.78%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 14 | Health Care Select Sector SPDR® ETF | 631.12K (0.75%) | -460.00 Decreased by -0.07% | Dec 31, 23 |
| 15 | Allspring Special US Mid Cap Value Eq | 600.30K (0.71%) | 600.30K Increased by +100.00% | Sep 30, 23 |
| 16 | Vanguard Institutional Index I | 590.94K (0.70%) | -561.00 Decreased by -0.09% | Nov 30, 23 |
| 17 | JPM US Mid Cap Value-Composite | 566.84K (0.67%) | 40.44K Increased by +7.13% | Dec 31, 23 |
| 18 | DFA US Large Cap Value I | 557.09K (0.66%) | -676.00 Decreased by -0.12% | Nov 30, 23 |
| 19 | JPM US Mid Cap Value-MA | 526.40K (0.62%) | 524.92K Increased by +99.72% | Sep 30, 23 |
| 20 | JPMorgan Mid Cap Value L | 526.40K (0.62%) | 0.00 Increased by 0.00% | Nov 30, 23 |