| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWS | 1000.00% |
| 2 | JKI | 1000.00% |
| 3 | IUSV | 1000.00% |
| 4 | ITOT | 1000.00% |
| 5 | IVE | 1000.00% |
| 6 | JKG | 1000.00% |
| 7 | IMCV | 1000.00% |
| 8 | IMCB | 1000.00% |
| 9 | JKF | 1000.00% |
| 10 | ILCV | 1000.00% |
| 11 | ILCB | 1000.00% |
| 12 | IUSG | 1000.00% |
| 13 | IGF | 1000.00% |
| 14 | JKD | 1000.00% |
| 15 | IYY | 1000.00% |
| 16 | IVV | 1000.00% |
| 17 | IYE | 1000.00% |
| 18 | HDV | 1000.00% |
| 19 | IVW | 1000.00% |
| 20 | IWB | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 128.22M (10.59%) | -389.92K Decreased by -0.30% | Sep 30, 23 |
| 2 | BlackRock Inc | 112.44M (9.29%) | -5.75M Decreased by -5.11% | Sep 30, 23 |
| 3 | State Street Corporation | 81.55M (6.73%) | -1.03M Decreased by -1.27% | Sep 30, 23 |
| 4 | Bank of America Corp | 59.05M (4.88%) | 8.20M Increased by +13.88% | Sep 30, 23 |
| 5 | Dodge & Cox | 38.34M (3.17%) | -671.05K Decreased by -1.75% | Sep 30, 23 |
| 6 | T. Rowe Price Associates, Inc. | 30.95M (2.56%) | 10.92M Increased by +35.29% | Sep 30, 23 |
| 7 | Geode Capital Management, LLC | 27.71M (2.29%) | 557.31K Increased by +2.01% | Sep 30, 23 |
| 8 | JPMorgan Chase & Co | 24.43M (2.02%) | 545.05K Increased by +2.23% | Sep 30, 23 |
| 9 | ClearBridge Advisors, LLC | 22.92M (1.89%) | -599.74K Decreased by -2.62% | Sep 30, 23 |
| 10 | Royal Bank of Canada | 20.86M (1.72%) | -532.85K Decreased by -2.55% | Sep 30, 23 |
| 11 | Morgan Stanley - Brokerage Accounts | 19.09M (1.58%) | 712.05K Increased by +3.73% | Sep 30, 23 |
| 12 | Franklin Resources Inc | 15.32M (1.26%) | -375.78K Decreased by -2.45% | Sep 30, 23 |
| 13 | Northern Trust Corp | 14.46M (1.19%) | 1.09M Increased by +7.53% | Sep 30, 23 |
| 14 | Federated Hermes Inc | 13.63M (1.13%) | 921.54K Increased by +6.76% | Sep 30, 23 |
| 15 | Tortoise Midstream Energy Fund, Inc. | 13.31M (1.10%) | 1.19M Increased by +8.94% | Sep 30, 23 |
| 16 | Amvescap Plc. | 12.43M (1.03%) | -628.66K Decreased by -5.06% | Sep 30, 23 |
| 17 | Bank of New York Mellon Corp | 11.30M (0.93%) | 68.67K Increased by +0.61% | Sep 30, 23 |
| 18 | Neuberger Berman Group LLC | 10.81M (0.89%) | 2.38M Increased by +22.01% | Sep 30, 23 |
| 19 | Goldman Sachs Group Inc | 10.34M (0.85%) | 1.84M Increased by +17.83% | Sep 30, 23 |
| 20 | Legal & General Group PLC | 10.26M (0.85%) | -616.75K Decreased by -6.01% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 38.10M (3.15%) | 45.60K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 29.65M (2.45%) | 273.72K Increased by +0.92% | Nov 30, 23 |
| 3 | Energy Select Sector SPDR® ETF | 29.55M (2.44%) | -89.57K Decreased by -0.30% | Dec 31, 23 |
| 4 | Dodge & Cox Stock I | 26.84M (2.22%) | 26.70M Increased by +99.48% | Sep 30, 23 |
| 5 | SPDR® S&P 500 ETF Trust | 15.01M (1.24%) | -105.41K Decreased by -0.70% | Dec 31, 23 |
| 6 | Fidelity® 500 Index | 14.17M (1.17%) | 90.20K Increased by +0.64% | Nov 30, 23 |
| 7 | Vanguard Mid Cap Index Institutional | 13.82M (1.14%) | 20.12K Increased by +0.15% | Nov 30, 23 |
| 8 | iShares Core S&P 500 ETF | 12.12M (1.00%) | 7.23K Increased by +0.06% | Dec 29, 23 |
| 9 | Vanguard Value Index Inv | 10.43M (0.86%) | 35.10K Increased by +0.34% | Nov 30, 23 |
| 10 | UBS: Global Equity | 9.99M (0.83%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 11 | Vanguard Institutional Index I | 8.11M (0.67%) | -18.78K Decreased by -0.23% | Nov 30, 23 |
| 12 | Federated Hermes Strategic Val Dividend | 7.66M (0.63%) | 1.14M Increased by +14.84% | Sep 30, 23 |
| 13 | Federated Hermes Strategic Value Div IS | 7.66M (0.63%) | 1.14M Increased by +14.84% | Sep 30, 23 |
| 14 | ClearBridge Dividend Strategy A | 7.59M (0.63%) | -28.50K Decreased by -0.38% | Sep 30, 23 |
| 15 | ClearBridge Dividend Strategy | 6.39M (0.53%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 16 | Vanguard Energy ETF | 6.34M (0.52%) | 52.05K Increased by +0.82% | Nov 30, 23 |
| 17 | State St S&P 500® Indx SL Cl III | 5.81M (0.48%) | -5.00K Decreased by -0.09% | Dec 31, 23 |
| 18 | JPM US Mid Cap Value-MA | 5.73M (0.47%) | 5.72M Increased by +99.72% | Sep 30, 23 |
| 19 | JPMorgan Mid Cap Value L | 5.73M (0.47%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | JPM US Mid Cap Value-Composite | 5.62M (0.46%) | -108.24K Decreased by -1.92% | Dec 31, 23 |