| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWL | 1000.00% |
| 2 | IYY | 1000.00% |
| 3 | IWX | 1000.00% |
| 4 | IWV | 1000.00% |
| 5 | IVW | 1000.00% |
| 6 | IWB | 1000.00% |
| 7 | IWD | 1000.00% |
| 8 | GLOF | 1000.00% |
| 9 | EXI | 1000.00% |
| 10 | ILCB | 1000.00% |
| 11 | ILCG | 1000.00% |
| 12 | ILCV | 1000.00% |
| 13 | ITOT | 1000.00% |
| 14 | IUSG | 1000.00% |
| 15 | IUSV | 1000.00% |
| 16 | JKF | 1000.00% |
| 17 | IVE | 1000.00% |
| 18 | JKE | 1000.00% |
| 19 | IVV | 1000.00% |
| 20 | JKD | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 10.37M (8.12%) | 21.30K Increased by +0.21% | Sep 30, 23 |
| 2 | BlackRock Inc | 8.33M (6.52%) | 84.23K Increased by +1.01% | Sep 30, 23 |
| 3 | State Street Corporation | 5.37M (4.20%) | -188.85K Decreased by -3.52% | Sep 30, 23 |
| 4 | Bank of America Corp | 4.32M (3.38%) | -391.68K Decreased by -9.07% | Sep 30, 23 |
| 5 | Aristotle Capital Management LLC | 3.73M (2.92%) | -165.13K Decreased by -4.43% | Sep 30, 23 |
| 6 | FMR Inc | 3.69M (2.89%) | 324.06K Increased by +8.78% | Sep 30, 23 |
| 7 | Ameriprise Financial Inc | 3.68M (2.88%) | -84.03K Decreased by -2.29% | Sep 30, 23 |
| 8 | JPMorgan Chase & Co | 2.91M (2.28%) | -278.58K Decreased by -9.57% | Sep 30, 23 |
| 9 | Amvescap Plc. | 2.91M (2.28%) | 52.74K Increased by +1.81% | Sep 30, 23 |
| 10 | Geode Capital Management, LLC | 2.75M (2.15%) | 53.40K Increased by +1.94% | Sep 30, 23 |
| 11 | Morgan Stanley - Brokerage Accounts | 1.93M (1.51%) | -4.83K Decreased by -0.25% | Sep 30, 23 |
| 12 | Wellington Management Company LLP | 1.71M (1.34%) | -221.57K Decreased by -12.95% | Sep 30, 23 |
| 13 | Charles Schwab Investment Management Inc | 1.70M (1.33%) | -30.37K Decreased by -1.79% | Sep 30, 23 |
| 14 | Nuveen Asset Management, LLC | 1.36M (1.06%) | -170.14K Decreased by -12.54% | Sep 30, 23 |
| 15 | Northern Trust Corp | 1.31M (1.03%) | 36.74K Increased by +2.80% | Sep 30, 23 |
| 16 | DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main | 1.26M (0.99%) | -91.10K Decreased by -7.21% | Sep 30, 23 |
| 17 | Boston Partners Global Investors, Inc | 1.16M (0.91%) | 1.23K Increased by +0.11% | Sep 30, 23 |
| 18 | Harris Associates L.P. | 1.09M (0.85%) | -1.17M Decreased by -107.50% | Sep 30, 23 |
| 19 | Diamond Hill Capital Management Inc | 1.05M (0.82%) | -150.62K Decreased by -14.35% | Sep 30, 23 |
| 20 | Dimensional Fund Advisors, Inc. | 999.08K (0.78%) | -109.35K Decreased by -10.94% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 4.03M (3.15%) | 4.88K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 3.13M (2.45%) | 28.83K Increased by +0.92% | Nov 30, 23 |
| 3 | SPDR® S&P 500 ETF Trust | 1.58M (1.24%) | -11.10K Decreased by -0.70% | Dec 31, 23 |
| 4 | Columbia Dividend Value | 1.54M (1.21%) | -17.40K Decreased by -1.13% | Sep 30, 23 |
| 5 | Vanguard Wellington™ Inv | 1.54M (1.20%) | -201.64K Decreased by -13.14% | Sep 30, 23 |
| 6 | Columbia Dividend Income Inst | 1.53M (1.20%) | -7.92K Decreased by -0.52% | Nov 30, 23 |
| 7 | Fidelity® 500 Index | 1.50M (1.17%) | 9.52K Increased by +0.64% | Nov 30, 23 |
| 8 | iShares Core S&P 500 ETF | 1.28M (1.00%) | 760.00 Increased by +0.06% | Dec 29, 23 |
| 9 | JPM US Equity Income-MA | 1.14M (0.89%) | 1.14M Increased by +99.90% | Sep 30, 23 |
| 10 | JPMorgan Equity Income I | 1.14M (0.89%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 11 | JPM US Equity Income-Composite | 1.11M (0.87%) | -22.46K Decreased by -2.02% | Dec 31, 23 |
| 12 | Vanguard Value Index Inv | 1.10M (0.86%) | 2.92K Increased by +0.26% | Nov 30, 23 |
| 13 | Vanguard Windsor™ II Inv | 925.00K (0.72%) | -39.00K Decreased by -4.22% | Sep 30, 23 |
| 14 | Vanguard Institutional Index I | 855.03K (0.67%) | -1.89K Decreased by -0.22% | Nov 30, 23 |
| 15 | JHancock Disciplined Value Mid Cap I | 831.86K (0.65%) | -46.89K Decreased by -5.64% | Nov 30, 23 |
| 16 | CREF Stock R1 | 687.50K (0.54%) | -8.73K Decreased by -1.27% | Nov 30, 23 |
| 17 | Diamond Hill Large Cap Equity | 668.32K (0.52%) | 18.84K Increased by +2.82% | Dec 31, 23 |
| 18 | State St S&P 500® Indx SL Cl III | 612.06K (0.48%) | -1.20K Decreased by -0.20% | Dec 31, 23 |
| 19 | Industrial Select Sector SPDR® ETF | 557.75K (0.44%) | -2.48K Decreased by -0.45% | Dec 31, 23 |
| 20 | Invesco - Diversified Dividend | 549.38K (0.43%) | -87.84K Decreased by -15.99% | Sep 30, 23 |