| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKE | 1000.00% |
| 2 | IWR | 1000.00% |
| 3 | IWS | 1000.00% |
| 4 | IWV | 1000.00% |
| 5 | IWD | 1000.00% |
| 6 | IWB | 1000.00% |
| 7 | IVV | 1000.00% |
| 8 | IVE | 1000.00% |
| 9 | IUSV | 1000.00% |
| 10 | IYY | 1000.00% |
| 11 | ITOT | 1000.00% |
| 12 | JKD | 1000.00% |
| 13 | IMCV | 1000.00% |
| 14 | JKI | 1000.00% |
| 15 | JKG | 1000.00% |
| 16 | IMCG | 1000.00% |
| 17 | IMCB | 1000.00% |
| 18 | ILCV | 1000.00% |
| 19 | COMT | 1000.00% |
| 20 | JKF | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 20.88M (8.88%) | 38.65K Increased by +0.19% | Sep 30, 23 |
| 2 | BlackRock Inc | 19.12M (8.13%) | -202.43K Decreased by -1.06% | Sep 30, 23 |
| 3 | JPMorgan Chase & Co | 15.74M (6.69%) | -1.45M Decreased by -9.22% | Sep 30, 23 |
| 4 | State Street Corporation | 10.82M (4.60%) | -180.33K Decreased by -1.67% | Sep 30, 23 |
| 5 | Wellington Management Company LLP | 10.08M (4.29%) | -670.62K Decreased by -6.65% | Sep 30, 23 |
| 6 | Massachusetts Financial Services Company | 8.31M (3.53%) | -1.26M Decreased by -15.14% | Sep 30, 23 |
| 7 | Geode Capital Management, LLC | 5.08M (2.16%) | 104.63K Increased by +2.06% | Sep 30, 23 |
| 8 | Viking Global Investors LP | 4.04M (1.72%) | 3.14M Increased by +77.75% | Sep 30, 23 |
| 9 | Ameriprise Financial Inc | 3.69M (1.57%) | -14.33K Decreased by -0.39% | Sep 30, 23 |
| 10 | ClearBridge Advisors, LLC | 3.68M (1.57%) | -97.45K Decreased by -2.65% | Sep 30, 23 |
| 11 | Wells Fargo & Co | 3.68M (1.56%) | 48.59K Increased by +1.32% | Sep 30, 23 |
| 12 | Amvescap Plc. | 3.29M (1.40%) | 959.85K Increased by +29.14% | Sep 30, 23 |
| 13 | Morgan Stanley - Brokerage Accounts | 3.10M (1.32%) | 341.98K Increased by +11.02% | Sep 30, 23 |
| 14 | Putnam Investments LLC | 2.58M (1.10%) | -36.63K Decreased by -1.42% | Sep 30, 23 |
| 15 | Northern Trust Corp | 2.37M (1.01%) | 117.53K Increased by +4.95% | Sep 30, 23 |
| 16 | Bank of America Corp | 2.19M (0.93%) | 58.16K Increased by +2.66% | Sep 30, 23 |
| 17 | Boston Partners Global Investors, Inc | 2.05M (0.87%) | 2.19K Increased by +0.11% | Sep 30, 23 |
| 18 | Bank of New York Mellon Corp | 1.99M (0.85%) | -32.96K Decreased by -1.66% | Sep 30, 23 |
| 19 | Legal & General Group PLC | 1.89M (0.80%) | -60.05K Decreased by -3.17% | Sep 30, 23 |
| 20 | Thrivent Financial For Lutherans | 1.39M (0.59%) | -201.00 Decreased by -0.01% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 7.38M (3.14%) | 8.73K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 5.74M (2.44%) | 48.11K Increased by +0.84% | Nov 30, 23 |
| 3 | JPM US Equity Income-MA | 5.65M (2.40%) | 5.64M Increased by +99.90% | Sep 30, 23 |
| 4 | JPMorgan Equity Income I | 5.54M (2.35%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 5 | JPM US Equity Income-Composite | 5.43M (2.31%) | -218.67K Decreased by -4.03% | Dec 31, 23 |
| 6 | MFS Large Cap Value Equity | 3.02M (1.28%) | -707.35K Decreased by -23.41% | Sep 30, 23 |
| 7 | MFS Value A | 2.97M (1.26%) | -32.96K Decreased by -1.11% | Nov 30, 23 |
| 8 | SPDR® S&P 500 ETF Trust | 2.90M (1.23%) | -20.44K Decreased by -0.71% | Dec 31, 23 |
| 9 | Fidelity® 500 Index | 2.74M (1.17%) | 17.47K Increased by +0.64% | Nov 30, 23 |
| 10 | Columbia Dividend Value | 2.58M (1.10%) | -29.07K Decreased by -1.13% | Sep 30, 23 |
| 11 | Columbia Dividend Income Inst | 2.56M (1.09%) | -13.24K Decreased by -0.52% | Nov 30, 23 |
| 12 | iShares Core S&P 500 ETF | 2.35M (1.00%) | 1.40K Increased by +0.06% | Dec 29, 23 |
| 13 | Vanguard Equity-Income Inv | 2.15M (0.91%) | -179.07K Decreased by -8.33% | Sep 30, 23 |
| 14 | Vanguard Value Index Inv | 2.02M (0.86%) | 7.91K Increased by +0.39% | Nov 30, 23 |
| 15 | JPM US Equity-MA | 1.68M (0.71%) | 1.68M Increased by +99.82% | Dec 31, 23 |
| 16 | JPMorgan US Equity L | 1.67M (0.71%) | -501.57K Decreased by -30.07% | Nov 30, 23 |
| 17 | Putnam Large Cap Value A | 1.65M (0.70%) | 33.19K Increased by +2.01% | Dec 31, 23 |
| 18 | Putnam US Large Cap Value Equity | 1.62M (0.69%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 19 | Vanguard Institutional Index I | 1.57M (0.67%) | -3.06K Decreased by -0.20% | Nov 30, 23 |
| 20 | SPDR® S&P Dividend ETF | 1.43M (0.61%) | 0.00 Increased by 0.00% | Dec 31, 23 |