| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IUSV | 1000.00% |
| 2 | IYY | 1000.00% |
| 3 | IWB | 1000.00% |
| 4 | IVW | 1000.00% |
| 5 | IVV | 1000.00% |
| 6 | ITOT | 1000.00% |
| 7 | IVE | 1000.00% |
| 8 | IUSG | 1000.00% |
| 9 | JKD | 1000.00% |
| 10 | IWL | 1000.00% |
| 11 | IWY | 1000.00% |
| 12 | IWX | 1000.00% |
| 13 | EXI | 1000.00% |
| 14 | IWF | 1000.00% |
| 15 | ILCB | 1000.00% |
| 16 | GLOF | 1000.00% |
| 17 | ILCG | 1000.00% |
| 18 | ILCV | 1000.00% |
| 19 | JKF | 1000.00% |
| 20 | IWD | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 20.64M (9.10%) | 304.79K Increased by +1.48% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 18.62M (8.21%) | -63.50K Decreased by -0.34% | Sep 30, 23 |
| 3 | JPMorgan Chase & Co | 17.09M (7.53%) | 880.58K Increased by +5.15% | Sep 30, 23 |
| 4 | State Street Corporation | 9.67M (4.26%) | -159.92K Decreased by -1.65% | Sep 30, 23 |
| 5 | FMR Inc | 5.74M (2.53%) | 632.60K Increased by +11.01% | Sep 30, 23 |
| 6 | Geode Capital Management, LLC | 4.96M (2.19%) | 95.31K Increased by +1.92% | Sep 30, 23 |
| 7 | Bank of New York Mellon Corp | 4.32M (1.90%) | -56.41K Decreased by -1.31% | Sep 30, 23 |
| 8 | Ameriprise Financial Inc | 4.05M (1.78%) | 103.82K Increased by +2.56% | Sep 30, 23 |
| 9 | Generation Investment Management LLP | 3.97M (1.75%) | -366.85K Decreased by -9.24% | Sep 30, 23 |
| 10 | Massachusetts Financial Services Company | 3.19M (1.40%) | -78.06K Decreased by -2.45% | Sep 30, 23 |
| 11 | Morgan Stanley - Brokerage Accounts | 2.80M (1.23%) | 17.76K Increased by +0.63% | Sep 30, 23 |
| 12 | Pictet Asset Manangement SA | 2.59M (1.14%) | 2.59M Increased by +100.00% | Sep 30, 23 |
| 13 | Nuveen Asset Management, LLC | 2.54M (1.12%) | -315.90K Decreased by -12.42% | Sep 30, 23 |
| 14 | Northern Trust Corp | 2.52M (1.11%) | 104.65K Increased by +4.15% | Sep 30, 23 |
| 15 | Amvescap Plc. | 2.41M (1.06%) | 102.84K Increased by +4.28% | Sep 30, 23 |
| 16 | Ontario Teachers Pension Plan Board | 2.17M (0.96%) | -90.23K Decreased by -4.16% | Sep 30, 23 |
| 17 | Capital World Investors | 2.16M (0.95%) | 64.06K Increased by +2.96% | Sep 30, 23 |
| 18 | Fisher Asset Management, LLC | 2.12M (0.93%) | -145.28K Decreased by -6.85% | Sep 30, 23 |
| 19 | T. Rowe Price Associates, Inc. | 2.06M (0.91%) | -238.19K Decreased by -11.55% | Sep 30, 23 |
| 20 | Ninety One UK Limited | 1.91M (0.84%) | -617.74K Decreased by -32.36% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 7.16M (3.15%) | 12.08K Increased by +0.17% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 5.57M (2.45%) | 52.12K Increased by +0.94% | Nov 30, 23 |
| 3 | JPMorgan Large Cap Growth I | 3.14M (1.39%) | 483.45K Increased by +15.38% | Nov 30, 23 |
| 4 | SPDR® S&P 500 ETF Trust | 2.84M (1.25%) | 22.41K Increased by +0.79% | Dec 29, 23 |
| 5 | Fidelity® 500 Index | 2.66M (1.17%) | 16.94K Increased by +0.64% | Nov 30, 23 |
| 6 | JPM US Large Cap Growth-MA | 2.66M (1.17%) | 2.43M Increased by +91.42% | Sep 30, 23 |
| 7 | MFS Large Cap Value (SMA) | 2.36M (1.04%) | 2.36M Increased by +100.00% | Jun 30, 23 |
| 8 | MFS Large Cap Value Equity | 2.30M (1.01%) | -62.26K Decreased by -2.71% | Sep 30, 23 |
| 9 | iShares Core S&P 500 ETF | 2.28M (1.00%) | 1.36K Increased by +0.06% | Dec 29, 23 |
| 10 | JPMorgan Equity Premium Income ETF | 1.99M (0.88%) | -25.77K Decreased by -1.29% | Dec 29, 23 |
| 11 | MFS Value A | 1.98M (0.87%) | -22.01K Decreased by -1.11% | Nov 30, 23 |
| 12 | American Funds Europacific Growth A | 1.96M (0.87%) | -15.72K Decreased by -0.80% | Sep 30, 23 |
| 13 | Capital Group EuroPacific Growth Comp | 1.96M (0.87%) | -15.72K Decreased by -0.80% | Sep 30, 23 |
| 14 | Vanguard Value Index Inv | 1.96M (0.86%) | 5.73K Increased by +0.29% | Nov 30, 23 |
| 15 | Columbia Dividend Value | 1.60M (0.71%) | -18.09K Decreased by -1.13% | Sep 30, 23 |
| 16 | Columbia Dividend Income Inst | 1.59M (0.70%) | -8.24K Decreased by -0.52% | Nov 30, 23 |
| 17 | Vanguard Institutional Index I | 1.52M (0.67%) | -3.71K Decreased by -0.24% | Nov 30, 23 |
| 18 | JPMorgan US Equity L | 1.17M (0.51%) | -89.22K Decreased by -7.64% | Nov 30, 23 |
| 19 | State St S&P 500® Indx SL Cl III | 1.09M (0.48%) | 4.50K Increased by +0.41% | Nov 30, 23 |
| 20 | Industrial Select Sector SPDR® ETF | 1.04M (0.46%) | -7.70K Decreased by -0.74% | Nov 30, 23 |