| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ILCB | 1000.00% |
| 2 | URTH | 1000.00% |
| 3 | IVE | 1000.00% |
| 4 | IUSV | 1000.00% |
| 5 | IUSG | 1000.00% |
| 6 | ITOT | 1000.00% |
| 7 | IMCV | 1000.00% |
| 8 | IMCG | 1000.00% |
| 9 | IMCB | 1000.00% |
| 10 | ILCV | 1000.00% |
| 11 | ILCG | 1000.00% |
| 12 | PABU | 1000.00% |
| 13 | KLD | 1000.00% |
| 14 | SUSL | 1000.00% |
| 15 | JKI | 1000.00% |
| 16 | CRBN | 1000.00% |
| 17 | JKH | 1000.00% |
| 18 | JKG | 1000.00% |
| 19 | JKF | 1000.00% |
| 20 | JKE | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 10.64M (12.29%) | 17.57K Increased by +0.17% | Mar 31, 24 |
| 2 | BlackRock Inc | 10.13M (11.70%) | -379.46K Decreased by -3.75% | Mar 31, 24 |
| 3 | Apg All Pensions Group | 5.93M (6.85%) | 141.15K Increased by +2.38% | Mar 31, 24 |
| 4 | Boston Partners Global Investors, Inc | 5.01M (5.78%) | 72.77K Increased by +1.45% | Mar 31, 24 |
| 5 | State Street Corporation | 4.01M (4.63%) | 43.46K Increased by +1.08% | Mar 31, 24 |
| 6 | Kayne Anderson Rudnick Investment Management LLC | 3.65M (4.22%) | 344.81K Increased by +9.45% | Mar 31, 24 |
| 7 | Van Eck Associates Corporation | 3.31M (3.82%) | 90.95K Increased by +2.75% | Mar 31, 24 |
| 8 | Geode Capital Management, LLC | 2.08M (2.40%) | 67.42K Increased by +3.24% | Mar 31, 24 |
| 9 | Brown Advisory Holdings Inc | 1.83M (2.12%) | -61.84K Decreased by -3.37% | Mar 31, 24 |
| 10 | Goldman Sachs Group Inc | 1.55M (1.80%) | 707.50K Increased by +45.51% | Dec 31, 23 |
| 11 | Massachusetts Financial Services Company | 1.55M (1.79%) | 596.60K Increased by +38.46% | Mar 31, 24 |
| 12 | Amvescap Plc. | 1.53M (1.77%) | -36.58K Decreased by -2.39% | Mar 31, 24 |
| 13 | Pictet Asset Manangement SA | 1.49M (1.72%) | -659.38K Decreased by -44.35% | Mar 31, 24 |
| 14 | Deutsche Bank AG | 1.31M (1.51%) | -25.92K Decreased by -1.98% | Mar 31, 24 |
| 15 | Ako Capital Llp | 1.24M (1.43%) | -973.69K Decreased by -78.72% | Sep 30, 23 |
| 16 | Nordea Investment Mgmt Bank Demark A/s | 1.19M (1.38%) | -119.73K Decreased by -10.05% | Mar 31, 24 |
| 17 | Intermede Investment Partners Ltd | 1.04M (1.20%) | -42.69K Decreased by -4.12% | Dec 31, 23 |
| 18 | Ninety One UK Limited | 995.61K (1.15%) | -93.77K Decreased by -9.42% | Dec 31, 23 |
| 19 | Intermede Investment Partners | 977.34K (1.13%) | -58.88K Decreased by -6.02% | Mar 31, 24 |
| 20 | Bank of America Corp | 958.75K (1.11%) | -87.89K Decreased by -9.17% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | VanEck Morningstar Wide Moat | 2.85M (3.29%) | -150.85K Decreased by -5.29% | Jun 30, 24 |
| 2 | VanEck Morningstar Wide Moat ETF | 2.85M (3.29%) | -861.00 Decreased by -0.03% | Jun 29, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 2.75M (3.18%) | 1.41K Increased by +0.05% | Jun 30, 24 |
| 4 | Vanguard Institutional 500 Index Trust | 2.25M (2.60%) | -5.61K Decreased by -0.25% | Jun 30, 24 |
| 5 | Vanguard Small Cap Index | 2.20M (2.54%) | -35.23K Decreased by -1.60% | Jun 30, 24 |
| 6 | JHancock Disciplined Value Mid Cap I | 1.59M (1.83%) | -26.58K Decreased by -1.68% | May 31, 24 |
| 7 | Vanguard Small Cap Value Index Inv | 1.48M (1.71%) | -16.85K Decreased by -1.14% | Jun 30, 24 |
| 8 | Russell CDN_Core Equity SMA | 1.09M (1.26%) | 540.11K Increased by +49.47% | Dec 31, 23 |
| 9 | Russell Investments Core Equity SMA | 1.09M (1.26%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 10 | Fidelity 500 Index | 1.07M (1.23%) | 5.42K Increased by +0.51% | May 31, 24 |
| 11 | SPDR® S&P 500® ETF Trust | 1.05M (1.21%) | 9.83K Increased by +0.94% | Jun 30, 24 |
| 12 | SPDR® S&P 500 ETF Trust | 1.04M (1.20%) | 2.34K Increased by +0.23% | Apr 30, 24 |
| 13 | Fidelity® 500 Index | 1.02M (1.18%) | 6.51K Increased by +0.64% | Nov 30, 23 |
| 14 | iShares Core S&P 500 ETF | 937.02K (1.08%) | 4.73K Increased by +0.51% | Jun 28, 24 |
| 15 | Invesco S&P 500® Equal Weight ETF | 925.27K (1.07%) | 3.58K Increased by +0.39% | Jun 28, 24 |
| 16 | MFS Mid Cap Value Equity | 906.46K (1.05%) | 164.21K Increased by +18.12% | Mar 31, 24 |
| 17 | MFS Mid Cap Value A | 895.73K (1.03%) | -10.74K Decreased by -1.20% | May 31, 24 |
| 18 | Intermede Global Equity | 858.28K (0.99%) | -15.63K Decreased by -1.82% | Mar 31, 24 |
| 19 | BlackRock Equity Dividend Instl | 850.17K (0.98%) | -158.52K Decreased by -18.65% | Jun 30, 24 |
| 20 | Pictet-Security I USD | 683.08K (0.79%) | -7.00K Decreased by -1.02% | Mar 31, 24 |