| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKF | 1000.00% |
| 2 | IVV | 1000.00% |
| 3 | IVE | 1000.00% |
| 4 | IUSV | 1000.00% |
| 5 | IUSG | 1000.00% |
| 6 | IWB | 1000.00% |
| 7 | ITOT | 1000.00% |
| 8 | IYF | 1000.00% |
| 9 | IYY | 1000.00% |
| 10 | JKD | 1000.00% |
| 11 | JKE | 1000.00% |
| 12 | ILCV | 1000.00% |
| 13 | IVW | 1000.00% |
| 14 | ILCG | 1000.00% |
| 15 | ILCB | 1000.00% |
| 16 | IAK | 1000.00% |
| 17 | IWD | 1000.00% |
| 18 | IWF | 1000.00% |
| 19 | IWL | 1000.00% |
| 20 | IWV | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 51.25M (8.79%) | 107.28K Increased by +0.21% | Sep 30, 23 |
| 2 | BlackRock Inc | 45.49M (7.80%) | 1.57M Increased by +3.45% | Sep 30, 23 |
| 3 | JPMorgan Chase & Co | 30.76M (5.28%) | 3.00M Increased by +9.75% | Sep 30, 23 |
| 4 | State Street Corporation | 23.88M (4.10%) | -1.08M Decreased by -4.52% | Sep 30, 23 |
| 5 | Wellington Management Company LLP | 21.55M (3.70%) | 2.67M Increased by +12.37% | Sep 30, 23 |
| 6 | Bank of America Corp | 16.79M (2.88%) | -896.72K Decreased by -5.34% | Sep 30, 23 |
| 7 | Massachusetts Financial Services Company | 14.41M (2.47%) | -374.58K Decreased by -2.60% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 11.58M (1.99%) | 242.85K Increased by +2.10% | Sep 30, 23 |
| 9 | T. Rowe Price Associates, Inc. | 11.48M (1.97%) | -313.04K Decreased by -2.73% | Sep 30, 23 |
| 10 | AllianceBernstein L.P. | 9.81M (1.68%) | 59.14K Increased by +0.60% | Sep 30, 23 |
| 11 | FMR Inc | 9.30M (1.60%) | -5.82M Decreased by -62.61% | Sep 30, 23 |
| 12 | HHG PLC | 9.00M (1.54%) | -52.04K Decreased by -0.58% | Sep 30, 23 |
| 13 | Principal Financial Group Inc | 7.49M (1.28%) | -53.68K Decreased by -0.72% | Sep 30, 23 |
| 14 | Capital World Investors | 7.14M (1.22%) | -102.01K Decreased by -1.43% | Sep 30, 23 |
| 15 | Bank of New York Mellon Corp | 6.92M (1.19%) | 655.71K Increased by +9.48% | Sep 30, 23 |
| 16 | Artisan Partners Limited Partnership | 6.57M (1.13%) | -190.21K Decreased by -2.90% | Sep 30, 23 |
| 17 | Morgan Stanley - Brokerage Accounts | 6.15M (1.06%) | -445.64K Decreased by -7.24% | Sep 30, 23 |
| 18 | Northern Trust Corp | 5.98M (1.03%) | 162.92K Increased by +2.72% | Sep 30, 23 |
| 19 | Deutsche Bank AG | 5.64M (0.97%) | 156.33K Increased by +2.77% | Sep 30, 23 |
| 20 | Neuberger Berman Group LLC | 5.57M (0.96%) | -97.27K Decreased by -1.75% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 18.34M (3.15%) | 22.36K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 14.27M (2.45%) | 131.01K Increased by +0.92% | Nov 30, 23 |
| 3 | Vanguard Wellington™ Inv | 11.82M (2.03%) | -375.48K Decreased by -3.18% | Sep 30, 23 |
| 4 | MFS Large Cap Value Equity | 10.02M (1.72%) | -271.87K Decreased by -2.71% | Sep 30, 23 |
| 5 | MFS Value A | 9.86M (1.69%) | -109.36K Decreased by -1.11% | Nov 30, 23 |
| 6 | SPDR® S&P 500 ETF Trust | 7.22M (1.24%) | -50.66K Decreased by -0.70% | Dec 31, 23 |
| 7 | Fidelity® 500 Index | 6.82M (1.17%) | 43.41K Increased by +0.64% | Nov 30, 23 |
| 8 | iShares Core S&P 500 ETF | 5.83M (1.00%) | 3.48K Increased by +0.06% | Dec 29, 23 |
| 9 | Vanguard Value Index Inv | 5.01M (0.86%) | 11.80K Increased by +0.24% | Nov 30, 23 |
| 10 | American Funds Growth Fund of Amer A | 4.87M (0.84%) | 577.12K Increased by +11.84% | Sep 30, 23 |
| 11 | Capital Group Growth Fnd of Amer Comp | 4.87M (0.84%) | 577.12K Increased by +11.84% | Sep 30, 23 |
| 12 | Vanguard Institutional Index I | 3.90M (0.67%) | -8.61K Decreased by -0.22% | Nov 30, 23 |
| 13 | Financial Select Sector SPDR® ETF | 3.83M (0.66%) | 7.84K Increased by +0.20% | Dec 31, 23 |
| 14 | JPMorgan Equity Premium Income ETF | 2.95M (0.51%) | -38.16K Decreased by -1.29% | Dec 29, 23 |
| 15 | Fidelity® Contrafund® | 2.93M (0.50%) | 68.10K Increased by +2.32% | Nov 30, 23 |
| 16 | T. Rowe Price US Value Equity Composite | 2.89M (0.50%) | -360.98K Decreased by -12.47% | Sep 30, 23 |
| 17 | T. Rowe Price Value | 2.89M (0.50%) | -360.98K Decreased by -12.47% | Sep 30, 23 |
| 18 | State St S&P 500® Indx SL Cl III | 2.79M (0.48%) | -2.00K Decreased by -0.07% | Dec 31, 23 |
| 19 | T. Rowe Price U.S. Value Equity Tr-Z | 2.69M (0.46%) | -170.44K Decreased by -6.34% | Sep 30, 23 |
| 20 | Vanguard High Dividend Yield ETF | 2.63M (0.45%) | -6.87K Decreased by -0.26% | Nov 30, 23 |