| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IMCG | 1000.00% |
| 2 | IYE | 1000.00% |
| 3 | IXC | 1000.00% |
| 4 | IWV | 1000.00% |
| 5 | IWR | 1000.00% |
| 6 | IWP | 1000.00% |
| 7 | IWF | 1000.00% |
| 8 | IWB | 1000.00% |
| 9 | IVW | 1000.00% |
| 10 | IVV | 1000.00% |
| 11 | IUSG | 1000.00% |
| 12 | ITOT | 1000.00% |
| 13 | IMCV | 1000.00% |
| 14 | IMCB | 1000.00% |
| 15 | IGF | 1000.00% |
| 16 | ILCB | 1000.00% |
| 17 | ILCG | 1000.00% |
| 18 | ILCV | 1000.00% |
| 19 | JKI | 1000.00% |
| 20 | JKG | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 26.85M (12.24%) | -308.35K Decreased by -1.15% | Sep 30, 23 |
| 2 | BlackRock Inc | 18.57M (8.46%) | -248.25K Decreased by -1.34% | Sep 30, 23 |
| 3 | State Street Corporation | 14.90M (6.80%) | 124.02K Increased by +0.83% | Sep 30, 23 |
| 4 | Wellington Management Company LLP | 8.32M (3.79%) | 401.14K Increased by +4.82% | Sep 30, 23 |
| 5 | Tortoise Midstream Energy Fund, Inc. | 7.59M (3.46%) | -255.71K Decreased by -3.37% | Sep 30, 23 |
| 6 | Amvescap Plc. | 6.43M (2.93%) | -73.43K Decreased by -1.14% | Sep 30, 23 |
| 7 | Blackstone Inc | 5.89M (2.68%) | -357.30K Decreased by -6.07% | Sep 30, 23 |
| 8 | Deutsche Bank AG | 5.58M (2.54%) | 3.72M Increased by +66.71% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 4.85M (2.21%) | 51.38K Increased by +1.06% | Sep 30, 23 |
| 10 | Neuberger Berman Group LLC | 3.80M (1.73%) | -233.91K Decreased by -6.16% | Sep 30, 23 |
| 11 | Morgan Stanley - Brokerage Accounts | 3.79M (1.73%) | 524.79K Increased by +13.84% | Sep 30, 23 |
| 12 | Goldman Sachs Group Inc | 3.74M (1.71%) | -32.04K Decreased by -0.86% | Sep 30, 23 |
| 13 | Kayne Anderson Capital Advisors LP | 3.11M (1.42%) | -168.86K Decreased by -5.42% | Sep 30, 23 |
| 14 | Chickasaw Capital Management, LLC | 2.61M (1.19%) | -83.90K Decreased by -3.22% | Sep 30, 23 |
| 15 | Jennison Associates LLC | 2.49M (1.13%) | 39.14K Increased by +1.57% | Sep 30, 23 |
| 16 | FMR Inc | 2.43M (1.11%) | 74.31K Increased by +3.06% | Sep 30, 23 |
| 17 | Zimmer Partners LP | 2.38M (1.09%) | -772.40K Decreased by -32.42% | Sep 30, 23 |
| 18 | Citadel Advisors Llc | 2.37M (1.08%) | 643.80K Increased by +27.17% | Sep 30, 23 |
| 19 | Northern Trust Corp | 2.28M (1.04%) | -13.06K Decreased by -0.57% | Sep 30, 23 |
| 20 | Mitsubishi UFJ Trust & Banking Corp | 2.16M (0.98%) | -409.44K Decreased by -18.98% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 7.00M (3.19%) | 8.79K Increased by +0.13% | Nov 30, 23 |
| 2 | Vanguard Small Cap Index | 5.79M (2.64%) | 23.38K Increased by +0.40% | Nov 30, 23 |
| 3 | Vanguard Institutional 500 Index Trust | 5.45M (2.49%) | 54.01K Increased by +0.99% | Nov 30, 23 |
| 4 | Energy Select Sector SPDR® ETF | 5.42M (2.47%) | -16.43K Decreased by -0.30% | Dec 31, 23 |
| 5 | Vanguard Small Cap Growth Index Inv | 3.24M (1.48%) | 21.34K Increased by +0.66% | Nov 30, 23 |
| 6 | SPDR® S&P 500 ETF Trust | 2.76M (1.26%) | -19.27K Decreased by -0.70% | Dec 31, 23 |
| 7 | Fidelity® 500 Index | 2.61M (1.19%) | 16.59K Increased by +0.64% | Nov 30, 23 |
| 8 | Tortoise Energy Infrastructure TR Ins | 2.44M (1.11%) | -374.31K Decreased by -15.31% | Dec 31, 23 |
| 9 | iShares Core S&P 500 ETF | 2.22M (1.01%) | 1.33K Increased by +0.06% | Dec 29, 23 |
| 10 | Vanguard Energy Inv | 1.72M (0.78%) | 29.56K Increased by +1.72% | Sep 30, 23 |
| 11 | MFS Mid Cap Value Equity | 1.58M (0.72%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 12 | MFS Mid Cap Value A | 1.57M (0.72%) | -3.08K Decreased by -0.20% | Nov 30, 23 |
| 13 | Vanguard Institutional Index I | 1.49M (0.68%) | -5.02K Decreased by -0.34% | Nov 30, 23 |
| 14 | Tortoise Midstream MLP Separate Accounts | 1.46M (0.66%) | 10.62K Increased by +0.73% | Sep 30, 23 |
| 15 | Tortoise Strategic Midsteam Composite | 1.39M (0.63%) | -54.00K Decreased by -3.89% | Sep 30, 23 |
| 16 | Hartford MidCap Y | 1.26M (0.57%) | -41.88K Decreased by -3.32% | Nov 30, 23 |
| 17 | DWS Invest Global Infras FC | 1.23M (0.56%) | 246.01K Increased by +20.07% | Oct 31, 23 |
| 18 | MainGate MLP I | 1.18M (0.54%) | -25.00K Decreased by -2.13% | Sep 30, 23 |
| 19 | Invesco SteelPath MLP Alpha Y | 1.16M (0.53%) | -238.61K Decreased by -20.65% | Sep 30, 23 |
| 20 | Vanguard Energy ETF | 1.11M (0.50%) | -637.00 Decreased by -0.06% | Nov 30, 23 |