| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IXN | 1000.00% |
| 2 | IGM | 1000.00% |
| 3 | IVW | 1000.00% |
| 4 | IDAT | 1000.00% |
| 5 | ILCB | 1000.00% |
| 6 | JKF | 1000.00% |
| 7 | IVV | 1000.00% |
| 8 | IVE | 1000.00% |
| 9 | IYY | 1000.00% |
| 10 | IUSV | 1000.00% |
| 11 | ILCV | 1000.00% |
| 12 | JKD | 1000.00% |
| 13 | IUSG | 1000.00% |
| 14 | ITOT | 1000.00% |
| 15 | SEMI | 4.13% |
| 16 | FTXL | 3.90% |
| 17 | SOXX | 3.71% |
| 18 | SOXQ | 3.71% |
| 19 | MOTO | 3.28% |
| 20 | OCEN | 2.98% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | JPMorgan Chase & Co | 27.81M (10.81%) | -485.12K Decreased by -1.74% | Sep 30, 23 |
| 2 | FMR Inc | 25.78M (10.02%) | 91.45K Increased by +0.35% | Sep 30, 23 |
| 3 | BlackRock Inc | 18.29M (7.11%) | -65.97K Decreased by -0.36% | Sep 30, 23 |
| 4 | Vanguard Group Inc | 10.89M (4.23%) | -119.77K Decreased by -1.10% | Sep 30, 23 |
| 5 | State Street Corporation | 9.96M (3.87%) | -234.61K Decreased by -2.36% | Sep 30, 23 |
| 6 | Massachusetts Financial Services Company | 9.14M (3.55%) | -743.75K Decreased by -8.14% | Sep 30, 23 |
| 7 | T. Rowe Price Associates, Inc. | 8.52M (3.31%) | 3.89M Increased by +45.63% | Sep 30, 23 |
| 8 | Wellington Management Company LLP | 7.37M (2.86%) | -1.08M Decreased by -14.67% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 4.78M (1.86%) | 57.68K Increased by +1.21% | Sep 30, 23 |
| 10 | Pictet Asset Manangement SA | 4.71M (1.83%) | 4.71M Increased by +100.00% | Sep 30, 23 |
| 11 | T. Rowe Price Investment Management,Inc. | 4.20M (1.63%) | -2.15M Decreased by -51.09% | Sep 30, 23 |
| 12 | Amvescap Plc. | 4.10M (1.59%) | -95.28K Decreased by -2.33% | Sep 30, 23 |
| 13 | AllianceBernstein L.P. | 3.77M (1.46%) | -620.16K Decreased by -16.46% | Sep 30, 23 |
| 14 | Bank of America Corp | 3.44M (1.34%) | 398.62K Increased by +11.58% | Sep 30, 23 |
| 15 | HHG PLC | 2.71M (1.05%) | 55.67K Increased by +2.05% | Sep 30, 23 |
| 16 | Fidelity International Ltd | 2.29M (0.89%) | -98.36K Decreased by -4.30% | Sep 30, 23 |
| 17 | Ameriprise Financial Inc | 2.21M (0.86%) | 92.57K Increased by +4.20% | Sep 30, 23 |
| 18 | Morgan Stanley - Brokerage Accounts | 2.19M (0.85%) | 119.18K Increased by +5.45% | Sep 30, 23 |
| 19 | Northern Trust Corp | 2.15M (0.84%) | 211.93K Increased by +9.84% | Sep 30, 23 |
| 20 | Franklin Resources Inc | 2.04M (0.79%) | -1.01M Decreased by -49.77% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Institutional 500 Index Trust | 6.28M (2.44%) | 57.68K Increased by +0.92% | Nov 30, 23 |
| 2 | Select Semiconductors | 4.84M (1.88%) | 167.00K Increased by +3.45% | Nov 30, 23 |
| 3 | Invesco QQQ Trust | 4.71M (1.83%) | 10.50K Increased by +0.22% | Dec 29, 23 |
| 4 | JPM US Equity Income-MA | 3.80M (1.48%) | 3.79M Increased by +99.90% | Sep 30, 23 |
| 5 | Fidelity® Blue Chip Growth | 3.72M (1.45%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 6 | JPMorgan Equity Income I | 3.59M (1.40%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 7 | JPM US Equity Income-Composite | 3.30M (1.28%) | -499.11K Decreased by -15.14% | Dec 31, 23 |
| 8 | JPMorgan US Equity L | 3.27M (1.27%) | 169.69K Increased by +5.19% | Nov 30, 23 |
| 9 | SPDR® S&P 500 ETF Trust | 3.18M (1.24%) | -22.34K Decreased by -0.70% | Dec 31, 23 |
| 10 | MFS Large Cap Value Equity | 3.12M (1.21%) | -412.65K Decreased by -13.22% | Sep 30, 23 |
| 11 | MFS Value A | 3.07M (1.19%) | -34.06K Decreased by -1.11% | Nov 30, 23 |
| 12 | Fidelity® 500 Index | 3.00M (1.17%) | 19.12K Increased by +0.64% | Nov 30, 23 |
| 13 | JPM US Equity-MA | 2.72M (1.06%) | 2.72M Increased by +99.86% | Dec 31, 23 |
| 14 | iShares Core S&P 500 ETF | 2.57M (1.00%) | 1.53K Increased by +0.06% | Dec 29, 23 |
| 15 | Fidelity Select Technology | 2.44M (0.95%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 16 | Select Technology | 2.44M (0.95%) | 37.45K Increased by +1.53% | Oct 31, 23 |
| 17 | T. Rowe Price Capital Appreciation | 2.04M (0.79%) | -1.43M Decreased by -70.19% | Sep 30, 23 |
| 18 | Janus Henderson Enterprise D | 1.80M (0.70%) | -6.10K Decreased by -0.34% | Sep 30, 23 |
| 19 | Janus Inst Mid Cap Growth CF | 1.80M (0.70%) | -6.10K Decreased by -0.34% | Sep 30, 23 |
| 20 | JPMorgan Equity Premium Income ETF | 1.79M (0.70%) | -23.17K Decreased by -1.29% | Dec 29, 23 |