| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKJ | 1000.00% |
| 2 | IUSV | 1000.00% |
| 3 | ISCB | 1000.00% |
| 4 | DVY | 1000.00% |
| 5 | JKL | 1000.00% |
| 6 | ISCV | 1000.00% |
| 7 | DGRO | 1000.00% |
| 8 | IYY | 1000.00% |
| 9 | IYM | 1000.00% |
| 10 | VEGI | 1000.00% |
| 11 | IWV | 1000.00% |
| 12 | IWS | 1000.00% |
| 13 | IWR | 1000.00% |
| 14 | ITOT | 1000.00% |
| 15 | IWD | 1000.00% |
| 16 | IWB | 1000.00% |
| 17 | MXI | 1000.00% |
| 18 | IVV | 1000.00% |
| 19 | IVEG | 1000.00% |
| 20 | IVE | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 15.25M (12.31%) | -41.04K Decreased by -0.27% | Jun 30, 24 |
| 2 | Wellington Management Company LLP | 14.73M (11.89%) | 1.66M Increased by +11.29% | Jun 30, 24 |
| 3 | BlackRock Inc | 11.76M (9.50%) | -1.63M Decreased by -13.88% | Jun 30, 24 |
| 4 | State Street Corporation | 5.88M (4.75%) | -25.17K Decreased by -0.43% | Mar 31, 24 |
| 5 | T. Rowe Price Associates, Inc. | 5.22M (4.21%) | 154.61K Increased by +2.96% | Jun 30, 24 |
| 6 | State Street Corp | 4.93M (3.98%) | -952.77K Decreased by -19.33% | Jun 30, 24 |
| 7 | Morgan Stanley - Brokerage Accounts | 4.86M (3.93%) | 1.08M Increased by +22.28% | Mar 31, 24 |
| 8 | Ameriprise Financial Inc | 3.73M (3.01%) | -604.13K Decreased by -16.20% | Jun 30, 24 |
| 9 | Tweedy, Browne Co LLC | 3.16M (2.55%) | 651.96K Increased by +20.64% | Jun 30, 24 |
| 10 | Amvescap Plc. | 2.95M (2.38%) | 614.88K Increased by +20.88% | Jun 30, 24 |
| 11 | Geode Capital Management, LLC | 2.94M (2.37%) | 119.00K Increased by +4.05% | Jun 30, 24 |
| 12 | FMR Inc | 2.61M (2.10%) | 1.97M Increased by +75.79% | Mar 31, 24 |
| 13 | Boston Partners Global Investors, Inc | 2.43M (1.96%) | 53.41K Increased by +2.20% | Dec 31, 23 |
| 14 | Manning & Napier Group, LLC | 2.20M (1.78%) | -46.97K Decreased by -2.13% | Dec 31, 23 |
| 15 | Northern Trust Corp | 2.02M (1.63%) | -177.64K Decreased by -8.80% | Jun 30, 24 |
| 16 | Millennium Management LLC | 1.92M (1.55%) | 1.28M Increased by +66.95% | Mar 31, 24 |
| 17 | JPMorgan Chase & Co | 1.87M (1.51%) | 244.83K Increased by +13.10% | Mar 31, 24 |
| 18 | Brandywine Global Investment Mgmt LLC | 1.74M (1.40%) | 202.52K Increased by +11.67% | Jun 30, 24 |
| 19 | King Luther Capital Management Corp | 1.63M (1.32%) | -6.33K Decreased by -0.39% | Jun 30, 24 |
| 20 | UBS Asset Mgmt Americas Inc | 1.62M (1.31%) | -129.40K Decreased by -7.99% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 3.91M (3.16%) | -8.88K Decreased by -0.23% | Jul 31, 24 |
| 2 | Hartford Dividend and Growth Y | 3.71M (3.00%) | 0.00 Increased by 0.00% | Jul 31, 24 |
| 3 | Vanguard Institutional 500 Index Trust | 3.24M (2.62%) | 29.69K Increased by +0.92% | Jul 31, 24 |
| 4 | Vanguard Small Cap Index | 3.15M (2.54%) | 11.88K Increased by +0.38% | Jul 31, 24 |
| 5 | iShares Select Dividend ETF | 2.74M (2.21%) | 0.00 Increased by 0.00% | Aug 30, 24 |
| 6 | T. Rowe Price Mid-Cap Value | 2.20M (1.78%) | 173.29K Increased by +7.86% | Jun 30, 24 |
| 7 | T. Rowe Price US Mid-Cap Value Equity | 2.20M (1.78%) | 173.29K Increased by +7.86% | Jun 30, 24 |
| 8 | Vanguard Small Cap Value Index Inv | 2.12M (1.71%) | 7.10K Increased by +0.34% | Jul 31, 24 |
| 9 | Vanguard Windsor Investor Shares | 2.12M (1.71%) | -29.69K Decreased by -1.40% | Jun 30, 24 |
| 10 | Invesco S&P 500® Equal Weight ETF | 2.10M (1.69%) | 10.02K Increased by +0.48% | Aug 30, 24 |
| 11 | Tweedy, Browne International Value Fund | 1.95M (1.57%) | 644.03K Increased by +33.02% | Jun 30, 24 |
| 12 | Fidelity 500 Index | 1.53M (1.23%) | 73.00 Increased by +0.00% | Jul 31, 24 |
| 13 | SPDR® S&P 500® ETF Trust | 1.50M (1.21%) | -3.18K Decreased by -0.21% | Aug 30, 24 |
| 14 | SPDR® S&P 500 ETF Trust | 1.49M (1.20%) | 3.33K Increased by +0.22% | Apr 30, 24 |
| 15 | Fidelity® 500 Index | 1.45M (1.17%) | 9.25K Increased by +0.64% | Nov 30, 23 |
| 16 | Vanguard Mid Cap Index Institutional | 1.40M (1.13%) | -1.44M Decreased by -102.62% | Dec 31, 23 |
| 17 | iShares Core S&P 500 ETF | 1.37M (1.10%) | 74.00 Increased by +0.01% | Aug 30, 24 |
| 18 | SPDR® Portfolio S&P 500® High Div ETF | 1.35M (1.09%) | 5.73K Increased by +0.42% | Aug 30, 24 |
| 19 | JHancock Disciplined Value Mid Cap I | 1.26M (1.02%) | 350.39K Increased by +27.80% | Dec 31, 23 |
| 20 | T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z | 1.15M (0.93%) | 78.70K Increased by +6.85% | Jun 30, 24 |