| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKD | 1000.00% |
| 2 | ILCB | 1000.00% |
| 3 | ILCV | 1000.00% |
| 4 | GLOF | 1000.00% |
| 5 | IWD | 1000.00% |
| 6 | IWR | 1000.00% |
| 7 | IWS | 1000.00% |
| 8 | IWV | 1000.00% |
| 9 | IXG | 1000.00% |
| 10 | JKI | 1000.00% |
| 11 | JKG | 1000.00% |
| 12 | JKF | 1000.00% |
| 13 | IYG | 1000.00% |
| 14 | IYY | 1000.00% |
| 15 | IMCB | 1000.00% |
| 16 | IMCV | 1000.00% |
| 17 | ITOT | 1000.00% |
| 18 | IUSV | 1000.00% |
| 19 | IVE | 1000.00% |
| 20 | IVV | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 53.79M (13.10%) | -738.04K Decreased by -1.37% | Sep 30, 23 |
| 2 | Capital World Investors | 44.54M (10.85%) | -553.00K Decreased by -1.24% | Sep 30, 23 |
| 3 | BlackRock Inc | 39.38M (9.59%) | -1.95M Decreased by -4.94% | Sep 30, 23 |
| 4 | Bank of America Corp | 24.53M (5.98%) | -5.29M Decreased by -21.54% | Sep 30, 23 |
| 5 | State Street Corporation | 18.61M (4.53%) | -1.34M Decreased by -7.21% | Sep 30, 23 |
| 6 | Geode Capital Management, LLC | 9.23M (2.25%) | 28.30K Increased by +0.31% | Sep 30, 23 |
| 7 | Par Capital Management Inc | 8.40M (2.05%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 8 | First Trust Advisors L.P. | 7.08M (1.73%) | 104.07K Increased by +1.47% | Sep 30, 23 |
| 9 | Dimensional Fund Advisors, Inc. | 6.45M (1.57%) | 4.30K Increased by +0.07% | Sep 30, 23 |
| 10 | Goldman Sachs Group Inc | 6.36M (1.55%) | -434.97K Decreased by -6.84% | Sep 30, 23 |
| 11 | Southpoint Capital Advisors LP | 6.00M (1.46%) | -1.30M Decreased by -21.67% | Sep 30, 23 |
| 12 | Amvescap Plc. | 5.47M (1.33%) | 755.86K Increased by +13.82% | Sep 30, 23 |
| 13 | Arrowstreet Capital Limited Partnership | 5.21M (1.27%) | -1.17M Decreased by -22.56% | Sep 30, 23 |
| 14 | Northern Trust Corp | 4.97M (1.21%) | 178.34K Increased by +3.59% | Sep 30, 23 |
| 15 | AQR Capital Management LLC | 4.77M (1.16%) | -116.14K Decreased by -2.44% | Sep 30, 23 |
| 16 | Morgan Stanley - Brokerage Accounts | 4.53M (1.10%) | -295.49K Decreased by -6.52% | Sep 30, 23 |
| 17 | UBS Asset Mgmt Americas Inc | 4.43M (1.08%) | 1.21M Increased by +27.22% | Sep 30, 23 |
| 18 | Bank of New York Mellon Corp | 4.35M (1.06%) | -763.52K Decreased by -17.56% | Sep 30, 23 |
| 19 | Allianz Asset Management AG | 4.14M (1.01%) | 426.21K Increased by +10.30% | Sep 30, 23 |
| 20 | Legal & General Group PLC | 3.79M (0.92%) | -167.02K Decreased by -4.40% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | American Funds American Balanced A | 22.15M (5.39%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 13.07M (3.18%) | 14.18K Increased by +0.11% | Nov 30, 23 |
| 3 | American Funds Income Fund of Amer A | 11.30M (2.75%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 4 | Vanguard Institutional 500 Index Trust | 10.19M (2.48%) | 100.16K Increased by +0.98% | Nov 30, 23 |
| 5 | Vanguard Mid Cap Index Institutional | 9.50M (2.31%) | 8.50K Increased by +0.09% | Nov 30, 23 |
| 6 | American Funds Fundamental Invs A | 6.68M (1.63%) | -4.11K Decreased by -0.06% | Sep 30, 23 |
| 7 | Capital Group Fundamental Invtrs Comp | 6.68M (1.63%) | -4.11K Decreased by -0.06% | Sep 30, 23 |
| 8 | SPDR® S&P 500 ETF Trust | 5.10M (1.24%) | -35.77K Decreased by -0.70% | Dec 31, 23 |
| 9 | First Trust Rising Dividend Achiev ETF | 4.89M (1.19%) | 6.87K Increased by +0.14% | Dec 28, 23 |
| 10 | Fidelity® 500 Index | 4.87M (1.19%) | 31.00K Increased by +0.64% | Nov 30, 23 |
| 11 | iShares Core S&P 500 ETF | 4.12M (1.00%) | 2.46K Increased by +0.06% | Dec 29, 23 |
| 12 | American Funds IS® Asset Allocation 1 | 4.10M (1.00%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 13 | Vanguard Value Index Inv | 3.58M (0.87%) | 8.26K Increased by +0.23% | Nov 30, 23 |
| 14 | Vanguard Equity-Income Inv | 3.44M (0.84%) | 659.12K Increased by +19.15% | Sep 30, 23 |
| 15 | Vanguard Mid-Cap Value ETF | 3.37M (0.82%) | -14.91K Decreased by -0.44% | Nov 30, 23 |
| 16 | Vanguard Institutional Index I | 2.79M (0.68%) | 935.00 Increased by +0.03% | Nov 30, 23 |
| 17 | Financial Select Sector SPDR® ETF | 2.71M (0.66%) | 5.55K Increased by +0.20% | Dec 31, 23 |
| 18 | Invesco S&P 500® Equal Weight ETF | 2.68M (0.65%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 19 | State St S&P 500® Indx SL Cl III | 1.98M (0.48%) | -23.50K Decreased by -1.19% | Dec 31, 23 |
| 20 | JHancock Disciplined Value Mid Cap I | 1.96M (0.48%) | 473.26K Increased by +24.11% | Nov 30, 23 |