| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKI | 1000.00% |
| 2 | IWB | 1000.00% |
| 3 | IVV | 1000.00% |
| 4 | IVE | 1000.00% |
| 5 | IUSV | 1000.00% |
| 6 | IWR | 1000.00% |
| 7 | ITOT | 1000.00% |
| 8 | IWS | 1000.00% |
| 9 | IMCV | 1000.00% |
| 10 | IMCB | 1000.00% |
| 11 | ILCV | 1000.00% |
| 12 | ILCB | 1000.00% |
| 13 | IWV | 1000.00% |
| 14 | IYK | 1000.00% |
| 15 | IYY | 1000.00% |
| 16 | KXI | 1000.00% |
| 17 | JKD | 1000.00% |
| 18 | JKF | 1000.00% |
| 19 | IWD | 1000.00% |
| 20 | JKG | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 12.95M (12.60%) | -341.31K Decreased by -2.63% | Sep 30, 23 |
| 2 | BlackRock Inc | 9.66M (9.40%) | -339.07K Decreased by -3.51% | Sep 30, 23 |
| 3 | State Street Corporation | 7.00M (6.81%) | 185.87K Increased by +2.65% | Sep 30, 23 |
| 4 | Geode Capital Management, LLC | 2.31M (2.25%) | -45.06K Decreased by -1.95% | Sep 30, 23 |
| 5 | Amvescap Plc. | 1.78M (1.73%) | 151.39K Increased by +8.52% | Sep 30, 23 |
| 6 | Morgan Stanley - Brokerage Accounts | 1.49M (1.45%) | -26.65K Decreased by -1.79% | Sep 30, 23 |
| 7 | Dimensional Fund Advisors, Inc. | 1.49M (1.45%) | -80.90K Decreased by -5.44% | Sep 30, 23 |
| 8 | Ameriprise Financial Inc | 1.46M (1.42%) | 1.21M Increased by +82.98% | Sep 30, 23 |
| 9 | Northern Trust Corp | 1.46M (1.42%) | 29.73K Increased by +2.04% | Sep 30, 23 |
| 10 | Massachusetts Financial Services Company | 1.42M (1.38%) | -409.81K Decreased by -28.84% | Sep 30, 23 |
| 11 | Wells Fargo & Co | 1.29M (1.25%) | -35.88K Decreased by -2.79% | Sep 30, 23 |
| 12 | ProShare Advisors LLC | 1.20M (1.17%) | 44.26K Increased by +3.69% | Sep 30, 23 |
| 13 | Renaissance Technologies Corp | 1.09M (1.06%) | 293.90K Increased by +26.99% | Sep 30, 23 |
| 14 | Champlain Investment Partners, LLC | 1.05M (1.03%) | 88.28K Increased by +8.37% | Sep 30, 23 |
| 15 | Legal & General Group PLC | 997.47K (0.97%) | -46.12K Decreased by -4.62% | Sep 30, 23 |
| 16 | Coho Partners Ltd | 936.45K (0.91%) | -82.76K Decreased by -8.84% | Sep 30, 23 |
| 17 | UBS Asset Mgmt Americas Inc | 931.05K (0.91%) | 154.95K Increased by +16.64% | Sep 30, 23 |
| 18 | Charles Schwab Investment Management Inc | 861.22K (0.84%) | -29.84K Decreased by -3.47% | Sep 30, 23 |
| 19 | Amundi | 811.65K (0.79%) | 66.69K Increased by +8.22% | Sep 30, 23 |
| 20 | Bank of America Corp | 774.97K (0.75%) | 263.05K Increased by +33.94% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 3.16M (3.07%) | 3.91K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 2.59M (2.52%) | 122.12K Increased by +4.72% | Nov 30, 23 |
| 3 | Vanguard Mid Cap Index Institutional | 2.29M (2.23%) | 89.42K Increased by +3.90% | Nov 30, 23 |
| 4 | SPDR® S&P Dividend ETF | 1.58M (1.54%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 5 | ProShares S&P 500 Dividend Aristocrats | 1.40M (1.36%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 6 | SPDR® S&P 500 ETF Trust | 1.27M (1.23%) | -9.20K Decreased by -0.73% | Dec 31, 23 |
| 7 | Fidelity® 500 Index | 1.24M (1.20%) | 54.05K Increased by +4.37% | Nov 30, 23 |
| 8 | iShares Core S&P 500 ETF | 1.06M (1.03%) | 630.00 Increased by +0.06% | Dec 29, 23 |
| 9 | Champlain Mid Cap Fund, LLC | 1.00M (0.97%) | -25.60K Decreased by -2.56% | Nov 30, 23 |
| 10 | Vanguard Value Index Inv | 864.04K (0.84%) | 34.87K Increased by +4.04% | Nov 30, 23 |
| 11 | Vanguard Mid-Cap Value ETF | 811.56K (0.79%) | 27.79K Increased by +3.42% | Nov 30, 23 |
| 12 | Invesco S&P 500® Equal Weight ETF | 792.86K (0.77%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 13 | Consumer Staples Select Sector SPDR® ETF | 747.32K (0.73%) | -3.04K Decreased by -0.41% | Dec 31, 23 |
| 14 | Invesco S&P 500® Low Volatility ETF | 731.08K (0.71%) | -1.65K Decreased by -0.23% | Dec 29, 23 |
| 15 | Vanguard Institutional Index I | 706.25K (0.69%) | 23.20K Increased by +3.29% | Nov 30, 23 |
| 16 | Vanguard Dividend Appreciation ETF | 610.69K (0.59%) | 26.49K Increased by +4.34% | Nov 30, 23 |
| 17 | MFS Mid Cap Value Equity | 589.86K (0.57%) | -354.94K Decreased by -60.17% | Sep 30, 23 |
| 18 | iShares MSCI USA Min Vol Factor ETF | 531.79K (0.52%) | 1.44K Increased by +0.27% | Dec 29, 23 |
| 19 | Champlain Mid Cap Adv | 530.00K (0.52%) | 55.00K Increased by +10.38% | Sep 30, 23 |
| 20 | First Trust Value Line® Dividend ETF | 529.85K (0.52%) | -34.73K Decreased by -6.56% | Dec 28, 23 |