| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ILCB | 1000.00% |
| 2 | JKD | 1000.00% |
| 3 | IYY | 1000.00% |
| 4 | IWV | 1000.00% |
| 5 | IWS | 1000.00% |
| 6 | IWR | 1000.00% |
| 7 | IWD | 1000.00% |
| 8 | IWB | 1000.00% |
| 9 | IVV | 1000.00% |
| 10 | IVEG | 1000.00% |
| 11 | IVE | 1000.00% |
| 12 | IUSV | 1000.00% |
| 13 | ITOT | 1000.00% |
| 14 | IMCV | 1000.00% |
| 15 | IMCB | 1000.00% |
| 16 | ILCV | 1000.00% |
| 17 | JKI | 1000.00% |
| 18 | JKG | 1000.00% |
| 19 | JKF | 1000.00% |
| 20 | CUT | 5.21% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 11.34M (12.97%) | -86.21K Decreased by -0.76% | Sep 30, 23 |
| 2 | BlackRock Inc | 8.97M (10.27%) | 63.23K Increased by +0.70% | Sep 30, 23 |
| 3 | State Street Corporation | 4.38M (5.01%) | -254.21K Decreased by -5.81% | Sep 30, 23 |
| 4 | JPMorgan Chase & Co | 3.75M (4.30%) | -210.06K Decreased by -5.60% | Sep 30, 23 |
| 5 | American Century Companies Inc | 3.27M (3.75%) | -390.67K Decreased by -11.94% | Sep 30, 23 |
| 6 | Bank of America Corp | 3.20M (3.66%) | -575.40K Decreased by -17.98% | Sep 30, 23 |
| 7 | Victory Capital Management Inc. | 3.09M (3.54%) | -100.22K Decreased by -3.24% | Sep 30, 23 |
| 8 | Charles Schwab Investment Management Inc | 2.19M (2.50%) | 11.54K Increased by +0.53% | Sep 30, 23 |
| 9 | Fidelity International Ltd | 2.15M (2.47%) | -10.00K Decreased by -0.46% | Sep 30, 23 |
| 10 | Geode Capital Management, LLC | 2.12M (2.42%) | 44.01K Increased by +2.08% | Sep 30, 23 |
| 11 | Nordea Investment Mgmt Bank Demark A/s | 1.76M (2.01%) | -26.68K Decreased by -1.52% | Sep 30, 23 |
| 12 | Capital World Investors | 1.67M (1.91%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 13 | Maj Invest Holding A/S | 1.61M (1.84%) | -88.33K Decreased by -5.50% | Sep 30, 23 |
| 14 | Amvescap Plc. | 1.41M (1.61%) | -147.97K Decreased by -10.50% | Sep 30, 23 |
| 15 | Morgan Stanley - Brokerage Accounts | 1.35M (1.54%) | 94.38K Increased by +7.00% | Sep 30, 23 |
| 16 | Ameriprise Financial Inc | 1.34M (1.53%) | 58.44K Increased by +4.37% | Sep 30, 23 |
| 17 | Nuveen Asset Management, LLC | 1.17M (1.34%) | 17.17K Increased by +1.46% | Sep 30, 23 |
| 18 | Northern Trust Corp | 1.15M (1.32%) | 131.06K Increased by +11.35% | Sep 30, 23 |
| 19 | FMR Inc | 1.13M (1.29%) | -22.24K Decreased by -1.97% | Sep 30, 23 |
| 20 | Dimensional Fund Advisors, Inc. | 1.07M (1.22%) | -746.00 Decreased by -0.07% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 2.81M (3.22%) | 3.04K Increased by +0.11% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 2.19M (2.51%) | 20.64K Increased by +0.94% | Nov 30, 23 |
| 3 | Vanguard Mid Cap Index Institutional | 2.04M (2.34%) | 3.79K Increased by +0.19% | Nov 30, 23 |
| 4 | Victory Sycamore Established Value R | 1.95M (2.23%) | -70.00K Decreased by -3.59% | Sep 30, 23 |
| 5 | American Funds Income Fund of Amer A | 1.67M (1.91%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 6 | iShares Select Dividend ETF | 1.59M (1.82%) | -986.00 Decreased by -0.06% | Dec 29, 23 |
| 7 | Fidelity Global Dividend I-Acc-EUR | 1.56M (1.78%) | 11.26K Increased by +0.72% | Nov 30, 23 |
| 8 | Schwab US Dividend Equity ETF™ | 1.41M (1.62%) | 206.00 Increased by +0.01% | Dec 30, 23 |
| 9 | SPDR® S&P 500 ETF Trust | 1.12M (1.28%) | 8.80K Increased by +0.79% | Dec 29, 23 |
| 10 | Fidelity® 500 Index | 1.05M (1.20%) | 6.67K Increased by +0.64% | Nov 30, 23 |
| 11 | JPM US Mid Cap Value-Composite | 1.02M (1.17%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 12 | JPM US Mid Cap Value-MA | 1.02M (1.17%) | 1.02M Increased by +99.71% | Sep 30, 23 |
| 13 | JPMorgan Mid Cap Value L | 1.02M (1.17%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 14 | American Century Mid Cap Value Inv | 987.21K (1.13%) | -218.70K Decreased by -22.15% | Sep 30, 23 |
| 15 | American Century U.S. Mid Cap Value | 987.21K (1.13%) | -218.70K Decreased by -22.15% | Sep 30, 23 |
| 16 | iShares Core S&P 500 ETF | 892.53K (1.02%) | 530.00 Increased by +0.06% | Dec 29, 23 |
| 17 | Columbia Dividend Value | 847.35K (0.97%) | -9.56K Decreased by -1.13% | Sep 30, 23 |
| 18 | Columbia Dividend Income Inst | 843.00K (0.96%) | -4.36K Decreased by -0.52% | Nov 30, 23 |
| 19 | Vanguard Value Index Inv | 770.70K (0.88%) | 2.16K Increased by +0.28% | Nov 30, 23 |
| 20 | Nordea 1 - Global Climate & Envir BI EUR | 755.50K (0.86%) | -605.65K Decreased by -80.17% | Oct 31, 23 |