| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKF | 1000.00% |
| 2 | IWL | 1000.00% |
| 3 | IYY | 1000.00% |
| 4 | ILCB | 1000.00% |
| 5 | GLOF | 1000.00% |
| 6 | IYC | 1000.00% |
| 7 | ILCV | 1000.00% |
| 8 | IWV | 1000.00% |
| 9 | IVE | 1000.00% |
| 10 | ITOT | 1000.00% |
| 11 | JKD | 1000.00% |
| 12 | IVV | 1000.00% |
| 13 | IWX | 1000.00% |
| 14 | IUSV | 1000.00% |
| 15 | IWB | 1000.00% |
| 16 | IWD | 1000.00% |
| 17 | RTH | 5.01% |
| 18 | MPAY | 4.88% |
| 19 | XHB | 4.04% |
| 20 | UTRN | 4.01% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 51.45M (8.96%) | -992.81K Decreased by -1.93% | Sep 30, 23 |
| 2 | BlackRock Inc | 39.93M (6.95%) | -1.51M Decreased by -3.78% | Sep 30, 23 |
| 3 | JPMorgan Chase & Co | 25.41M (4.42%) | 1.58M Increased by +6.21% | Sep 30, 23 |
| 4 | State Street Corporation | 24.73M (4.31%) | -490.37K Decreased by -1.98% | Sep 30, 23 |
| 5 | FMR Inc | 21.62M (3.76%) | -404.72K Decreased by -1.87% | Sep 30, 23 |
| 6 | Wells Fargo & Co | 11.30M (1.97%) | -129.11K Decreased by -1.14% | Sep 30, 23 |
| 7 | Geode Capital Management, LLC | 11.05M (1.92%) | 61.14K Increased by +0.55% | Sep 30, 23 |
| 8 | Morgan Stanley - Brokerage Accounts | 10.93M (1.90%) | 116.86K Increased by +1.07% | Sep 30, 23 |
| 9 | Bank of America Corp | 10.49M (1.83%) | 1.01M Increased by +9.65% | Sep 30, 23 |
| 10 | Massachusetts Financial Services Company | 8.05M (1.40%) | -208.95K Decreased by -2.59% | Sep 30, 23 |
| 11 | Northern Trust Corp | 7.14M (1.24%) | 78.90K Increased by +1.11% | Sep 30, 23 |
| 12 | Pershing Square Capital Management, L.p. | 7.07M (1.23%) | -402.23K Decreased by -5.69% | Sep 30, 23 |
| 13 | Bank of New York Mellon Corp | 4.76M (0.83%) | -171.09K Decreased by -3.60% | Sep 30, 23 |
| 14 | Amvescap Plc. | 4.58M (0.80%) | -6.31K Decreased by -0.14% | Sep 30, 23 |
| 15 | Nuveen Asset Management, LLC | 4.52M (0.79%) | 72.66K Increased by +1.61% | Sep 30, 23 |
| 16 | Goldman Sachs Group Inc | 4.36M (0.76%) | 697.57K Increased by +16.01% | Sep 30, 23 |
| 17 | Legal & General Group PLC | 4.08M (0.71%) | -207.03K Decreased by -5.07% | Sep 30, 23 |
| 18 | UBS Asset Mgmt Americas Inc | 3.78M (0.66%) | 175.59K Increased by +4.65% | Sep 30, 23 |
| 19 | Franklin Resources Inc | 3.47M (0.60%) | -77.17K Decreased by -2.23% | Sep 30, 23 |
| 20 | Salem Investment Counselors Inc | 3.45M (0.60%) | 3.66K Increased by +0.11% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 18.24M (3.18%) | 21.90K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 14.28M (2.49%) | 130.32K Increased by +0.91% | Nov 30, 23 |
| 3 | SPDR® S&P 500 ETF Trust | 7.11M (1.24%) | -49.93K Decreased by -0.70% | Dec 31, 23 |
| 4 | Fidelity® 500 Index | 6.83M (1.19%) | 43.45K Increased by +0.64% | Nov 30, 23 |
| 5 | iShares Core S&P 500 ETF | 5.75M (1.00%) | 3.43K Increased by +0.06% | Dec 29, 23 |
| 6 | MFS Large Cap Value Equity | 5.61M (0.98%) | -152.12K Decreased by -2.71% | Sep 30, 23 |
| 7 | MFS Value A | 5.52M (0.96%) | -61.19K Decreased by -1.11% | Nov 30, 23 |
| 8 | Vanguard Value Index Inv | 4.99M (0.87%) | 14.01K Increased by +0.28% | Nov 30, 23 |
| 9 | JPM US Large Cap Growth-MA | 4.86M (0.85%) | 4.41M Increased by +90.81% | Sep 30, 23 |
| 10 | JPMorgan Large Cap Growth I | 4.86M (0.85%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 11 | Vanguard Institutional Index I | 3.91M (0.68%) | -8.46K Decreased by -0.22% | Nov 30, 23 |
| 12 | Vanguard Dividend Appreciation ETF | 3.46M (0.60%) | 23.67K Increased by +0.68% | Nov 30, 23 |
| 13 | Consumer Discret Sel Sect SPDR® ETF | 3.30M (0.57%) | 292.00K Increased by +8.84% | Dec 31, 23 |
| 14 | State St S&P 500® Indx SL Cl III | 2.76M (0.48%) | -44.10K Decreased by -1.60% | Dec 31, 23 |
| 15 | JPM US Equity-MA | 2.61M (0.46%) | 2.61M Increased by +99.88% | Dec 31, 23 |
| 16 | JPMorgan US Equity L | 2.49M (0.43%) | 36.95K Increased by +1.48% | Nov 30, 23 |
| 17 | Fidelity® Blue Chip Growth | 2.46M (0.43%) | -254.70K Decreased by -10.35% | Nov 30, 23 |
| 18 | Franklin Rising Dividends A | 2.43M (0.42%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 19 | Franklin Rising Dividends Fund A | 2.43M (0.42%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | Blackrock Eq Idx Fund CF | 2.06M (0.36%) | -16.36K Decreased by -0.79% | Dec 31, 23 |