| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKD | 1000.00% |
| 2 | JXI | 1000.00% |
| 3 | JKI | 1000.00% |
| 4 | JKG | 1000.00% |
| 5 | JKF | 1000.00% |
| 6 | IYY | 1000.00% |
| 7 | IWX | 1000.00% |
| 8 | IWV | 1000.00% |
| 9 | IWL | 1000.00% |
| 10 | IWD | 1000.00% |
| 11 | IWB | 1000.00% |
| 12 | IVV | 1000.00% |
| 13 | IVE | 1000.00% |
| 14 | IUSV | 1000.00% |
| 15 | ITOT | 1000.00% |
| 16 | IMCV | 1000.00% |
| 17 | IMCB | 1000.00% |
| 18 | ILCV | 1000.00% |
| 19 | ILCB | 1000.00% |
| 20 | IGF | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 62.12M (9.88%) | 551.62K Increased by +0.89% | Sep 30, 23 |
| 2 | BlackRock Inc | 58.00M (9.22%) | 189.40K Increased by +0.33% | Sep 30, 23 |
| 3 | Capital Research & Mgmt Co - Division 3 | 55.21M (8.78%) | 286.58K Increased by +0.52% | Sep 30, 23 |
| 4 | State Street Corporation | 33.57M (5.34%) | -1.44M Decreased by -4.28% | Sep 30, 23 |
| 5 | Wellington Management Company LLP | 24.21M (3.85%) | 162.91K Increased by +0.67% | Sep 30, 23 |
| 6 | Newport Trust Co. | 14.42M (2.29%) | 280.96K Increased by +1.95% | Sep 30, 23 |
| 7 | FMR Inc | 14.36M (2.28%) | 2.73M Increased by +19.03% | Sep 30, 23 |
| 8 | ClearBridge Advisors, LLC | 12.15M (1.93%) | 522.82K Increased by +4.30% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 11.72M (1.86%) | 213.79K Increased by +1.82% | Sep 30, 23 |
| 10 | Morgan Stanley - Brokerage Accounts | 10.33M (1.64%) | 60.48K Increased by +0.59% | Sep 30, 23 |
| 11 | Bank of America Corp | 10.22M (1.62%) | 1.38M Increased by +13.55% | Sep 30, 23 |
| 12 | Deutsche Bank AG | 9.99M (1.59%) | -861.84K Decreased by -8.63% | Sep 30, 23 |
| 13 | Neuberger Berman Group LLC | 8.37M (1.33%) | 806.94K Increased by +9.64% | Sep 30, 23 |
| 14 | T. Rowe Price Associates, Inc. | 7.78M (1.24%) | -3.37M Decreased by -43.33% | Sep 30, 23 |
| 15 | Legal & General Group PLC | 7.51M (1.20%) | -155.31K Decreased by -2.07% | Sep 30, 23 |
| 16 | Northern Trust Corp | 7.42M (1.18%) | 280.86K Increased by +3.78% | Sep 30, 23 |
| 17 | Franklin Resources Inc | 6.57M (1.04%) | 260.25K Increased by +3.96% | Sep 30, 23 |
| 18 | Pictet Asset Manangement SA | 5.72M (0.91%) | 5.72M Increased by +100.00% | Sep 30, 23 |
| 19 | Bank of New York Mellon Corp | 5.50M (0.87%) | 471.40K Increased by +8.57% | Sep 30, 23 |
| 20 | Massachusetts Financial Services Company | 4.34M (0.69%) | -615.01K Decreased by -14.17% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 19.74M (3.14%) | 33.26K Increased by +0.17% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 15.34M (2.44%) | 140.85K Increased by +0.92% | Nov 30, 23 |
| 3 | American Funds Washington Mutual A | 15.28M (2.43%) | -41.47K Decreased by -0.27% | Sep 30, 23 |
| 4 | Capital Group Wash Mutual Invtrs Comp | 15.28M (2.43%) | -41.47K Decreased by -0.27% | Sep 30, 23 |
| 5 | American Funds American Mutual A | 11.34M (1.80%) | -23.60K Decreased by -0.21% | Sep 30, 23 |
| 6 | Capital Group American Mutual Comp | 11.34M (1.80%) | -23.60K Decreased by -0.21% | Sep 30, 23 |
| 7 | American Funds American Balanced A | 9.75M (1.55%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 8 | Utilities Select Sector SPDR® ETF | 9.37M (1.49%) | 51.60K Increased by +0.55% | Nov 30, 23 |
| 9 | Vanguard Equity-Income Inv | 7.64M (1.21%) | 556.34K Increased by +7.28% | Sep 30, 23 |
| 10 | Fidelity® 500 Index | 7.29M (1.16%) | 58.04K Increased by +0.80% | Oct 31, 23 |
| 11 | SPDR® S&P 500 ETF Trust | 7.14M (1.14%) | 22.81K Increased by +0.32% | Nov 30, 23 |
| 12 | iShares Core S&P 500 ETF | 6.20M (0.99%) | 6.00K Increased by +0.10% | Nov 30, 23 |
| 13 | Vanguard Value Index Inv | 5.40M (0.86%) | 16.73K Increased by +0.31% | Nov 30, 23 |
| 14 | American Funds New Perspective A | 5.33M (0.85%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 15 | Capital Group New Perspective Comp | 5.33M (0.85%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 16 | iShares MSCI USA Quality Factor ETF | 5.19M (0.83%) | 5.19M Increased by +100.00% | Nov 30, 23 |
| 17 | American Funds Invmt Co of Amer A | 4.84M (0.77%) | 387.30K Increased by +8.01% | Sep 30, 23 |
| 18 | Capital Group Investment Co of Amer Comp | 4.84M (0.77%) | 387.30K Increased by +8.01% | Sep 30, 23 |
| 19 | Neuberger Berman Large Cap Value Inv | 4.75M (0.76%) | 560.09K Increased by +11.79% | Sep 30, 23 |
| 20 | American Funds Capital Income Bldr A | 4.48M (0.71%) | 0.00 Increased by 0.00% | Sep 30, 23 |