| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IVE | 1000.00% |
| 2 | IYY | 1000.00% |
| 3 | JKD | 1000.00% |
| 4 | JKE | 1000.00% |
| 5 | IWV | 1000.00% |
| 6 | IWL | 1000.00% |
| 7 | JKF | 1000.00% |
| 8 | EXI | 1000.00% |
| 9 | IVV | 1000.00% |
| 10 | IUSV | 1000.00% |
| 11 | ITOT | 1000.00% |
| 12 | IWD | 1000.00% |
| 13 | IUSG | 1000.00% |
| 14 | IWX | 1000.00% |
| 15 | ILCV | 1000.00% |
| 16 | ILCG | 1000.00% |
| 17 | ILCB | 1000.00% |
| 18 | IDU | 1000.00% |
| 19 | IWB | 1000.00% |
| 20 | IVW | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 20.87M (10.21%) | 453.04K Increased by +2.17% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 18.17M (8.89%) | -31.09K Decreased by -0.17% | Sep 30, 23 |
| 3 | State Street Corporation | 8.60M (4.21%) | -364.97K Decreased by -4.24% | Sep 30, 23 |
| 4 | Pictet Asset Manangement SA | 8.15M (3.99%) | 8.15M Increased by +100.00% | Sep 30, 23 |
| 5 | JPMorgan Chase & Co | 6.66M (3.26%) | 44.51K Increased by +0.67% | Sep 30, 23 |
| 6 | Morgan Stanley - Brokerage Accounts | 5.05M (2.47%) | 197.65K Increased by +3.91% | Sep 30, 23 |
| 7 | Geode Capital Management, LLC | 4.67M (2.29%) | 93.95K Increased by +2.01% | Sep 30, 23 |
| 8 | Nordea Investment Mgmt Bank Demark A/s | 3.79M (1.85%) | 107.50K Increased by +2.84% | Sep 30, 23 |
| 9 | Allspring Global Investments Holdings, LLC | 3.73M (1.82%) | 13.17K Increased by +0.35% | Sep 30, 23 |
| 10 | Dimensional Fund Advisors, Inc. | 2.98M (1.46%) | -209.70K Decreased by -7.04% | Sep 30, 23 |
| 11 | Amvescap Plc. | 2.79M (1.37%) | -378.75K Decreased by -13.55% | Sep 30, 23 |
| 12 | Victory Capital Management Inc. | 2.45M (1.20%) | -17.94K Decreased by -0.73% | Sep 30, 23 |
| 13 | Northern Trust Corp | 2.38M (1.16%) | 109.44K Increased by +4.61% | Sep 30, 23 |
| 14 | UBS Group AG | 2.31M (1.13%) | -77.78K Decreased by -3.36% | Sep 30, 23 |
| 15 | Bank of America Corp | 2.24M (1.10%) | 60.39K Increased by +2.70% | Sep 30, 23 |
| 16 | FMR Inc | 2.20M (1.08%) | 563.76K Increased by +25.60% | Sep 30, 23 |
| 17 | Impax Asset Management Group PLC | 2.18M (1.07%) | -171.51K Decreased by -7.86% | Sep 30, 23 |
| 18 | Franklin Resources Inc | 2.13M (1.04%) | -11.63K Decreased by -0.55% | Sep 30, 23 |
| 19 | American Century Companies Inc | 2.09M (1.02%) | -52.52K Decreased by -2.51% | Sep 30, 23 |
| 20 | AllianceBernstein L.P. | 1.97M (0.96%) | 491.50K Increased by +24.93% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 6.44M (3.15%) | 7.50K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 5.01M (2.45%) | 45.54K Increased by +0.91% | Nov 30, 23 |
| 3 | JPM US Equity Income-MA | 3.23M (1.58%) | 3.23M Increased by +99.90% | Sep 30, 23 |
| 4 | JPMorgan Equity Income I | 3.03M (1.48%) | -139.68K Decreased by -4.61% | Nov 30, 23 |
| 5 | Allspring Special US Mid Cap Value Eq | 2.88M (1.41%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 6 | Allspring Special Mid Cap Value Inst | 2.85M (1.40%) | -28.60K Decreased by -1.00% | Dec 31, 23 |
| 7 | SPDR® S&P 500 ETF Trust | 2.53M (1.24%) | -17.67K Decreased by -0.70% | Dec 31, 23 |
| 8 | Pictet-Water I EUR | 2.48M (1.21%) | -112.45K Decreased by -4.54% | Nov 30, 23 |
| 9 | iShares MSCI USA Min Vol Factor ETF | 2.43M (1.19%) | 1.63K Increased by +0.07% | Dec 29, 23 |
| 10 | JPM US Equity Income-Composite | 2.42M (1.18%) | -816.75K Decreased by -33.80% | Dec 31, 23 |
| 11 | Fidelity® 500 Index | 2.40M (1.17%) | 15.25K Increased by +0.64% | Nov 30, 23 |
| 12 | Nordea 1 - Global Climate & Envir BI EUR | 2.30M (1.12%) | -334.30K Decreased by -14.55% | Dec 31, 23 |
| 13 | Pictet - Global Envir Opps I USD | 2.06M (1.01%) | -265.26K Decreased by -12.87% | Nov 30, 23 |
| 14 | iShares Core S&P 500 ETF | 2.04M (1.00%) | 1.22K Increased by +0.06% | Dec 29, 23 |
| 15 | Vanguard Value Index Inv | 1.76M (0.86%) | 3.92K Increased by +0.22% | Nov 30, 23 |
| 16 | Impax Leaders Strategy Composite | 1.66M (0.81%) | -30.14K Decreased by -1.82% | Oct 31, 23 |
| 17 | Victory Sycamore Established Value R | 1.61M (0.79%) | -20.00K Decreased by -1.24% | Sep 30, 23 |
| 18 | DFA US Large Cap Value I | 1.37M (0.67%) | -1.66K Decreased by -0.12% | Nov 30, 23 |
| 19 | Vanguard Institutional Index I | 1.37M (0.67%) | -2.72K Decreased by -0.20% | Nov 30, 23 |
| 20 | Vanguard Dividend Appreciation ETF | 1.18M (0.58%) | 6.08K Increased by +0.51% | Nov 30, 23 |