| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | KLD | 1000.00% |
| 2 | ACWI | 1000.00% |
| 3 | JKI | 1000.00% |
| 4 | IUSV | 1000.00% |
| 5 | USCL | 1000.00% |
| 6 | ITOT | 1000.00% |
| 7 | GLOF | 1000.00% |
| 8 | IMCV | 1000.00% |
| 9 | IMCG | 1000.00% |
| 10 | IMCB | 1000.00% |
| 11 | LRGF | 1000.00% |
| 12 | ILCV | 1000.00% |
| 13 | ILCG | 1000.00% |
| 14 | ILCB | 1000.00% |
| 15 | USXF | 1000.00% |
| 16 | JKH | 1000.00% |
| 17 | JKG | 1000.00% |
| 18 | JKF | 1000.00% |
| 19 | JKE | 1000.00% |
| 20 | JKD | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Thoma Bravo LP | 85.61M (18.17%) | 13.95M Increased by +16.29% | Mar 31, 24 |
| 2 | Investors Finance Co PLC | 58.18M (12.35%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 3 | Vanguard Group Inc | 48.24M (10.24%) | 3.17M Increased by +6.58% | Mar 31, 24 |
| 4 | BlackRock Inc | 33.24M (7.06%) | 3.08M Increased by +9.26% | Mar 31, 24 |
| 5 | Massachusetts Financial Services Company | 21.22M (4.51%) | -2.98M Decreased by -14.02% | Mar 31, 24 |
| 6 | State Street Corporation | 15.72M (3.34%) | 1.19M Increased by +7.54% | Mar 31, 24 |
| 7 | Wellington Management Company LLP | 10.69M (2.27%) | 10.69M Increased by +99.95% | Mar 31, 24 |
| 8 | Geode Capital Management, LLC | 9.48M (2.01%) | 1.15M Increased by +12.17% | Mar 31, 24 |
| 9 | Franklin Resources Inc | 9.15M (1.94%) | 651.35K Increased by +7.12% | Mar 31, 24 |
| 10 | Farallon Capital Management, L.L.C. | 8.44M (1.79%) | 1.87M Increased by +22.12% | Mar 31, 24 |
| 11 | Manufacturers Life Insurance Co | 7.53M (1.60%) | 1.46M Increased by +19.43% | Mar 31, 24 |
| 12 | Millennium Management LLC | 5.32M (1.13%) | -604.12K Decreased by -11.35% | Mar 31, 24 |
| 13 | Capital World Investors | 5.27M (1.12%) | -2.68M Decreased by -50.84% | Mar 31, 24 |
| 14 | Goldman Sachs Group Inc | 5.27M (1.12%) | -6.68M Decreased by -126.92% | Mar 31, 24 |
| 15 | Diamond Hill Capital Management Inc | 4.67M (0.99%) | 81.86K Increased by +1.75% | Mar 31, 24 |
| 16 | Ameriprise Financial Inc | 4.65M (0.99%) | -182.65K Decreased by -3.93% | Mar 31, 24 |
| 17 | Bank of America Corp | 4.55M (0.97%) | 389.77K Increased by +8.57% | Mar 31, 24 |
| 18 | Morgan Stanley - Brokerage Accounts | 4.18M (0.89%) | -608.54K Decreased by -14.55% | Mar 31, 24 |
| 19 | NORGES BANK | 4.12M (0.87%) | 282.70K Increased by +6.87% | Dec 31, 23 |
| 20 | Bank Julius Baer & Co. Ltd, Zurich | 3.47M (0.74%) | 844.27K Increased by +24.33% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | 2ndVote Advisers SDI Index | 55.43M (11.77%) | 0.00 Increased by 0.00% | Mar 31, 23 |
| 2 | MFS Large Cap Value Equity | 14.25M (3.03%) | -341.31K Decreased by -2.39% | Mar 31, 24 |
| 3 | MFS Value A | 14.03M (2.98%) | -100.07K Decreased by -0.71% | May 31, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 13.62M (2.89%) | 7.81K Increased by +0.06% | Jun 30, 24 |
| 5 | Vanguard Institutional 500 Index Trust | 9.78M (2.08%) | 27.98K Increased by +0.29% | Jun 30, 24 |
| 6 | Vanguard Mid Cap Index Institutional | 9.26M (1.97%) | -109.32K Decreased by -1.18% | Jun 30, 24 |
| 7 | Franklin Rising Dividends A | 7.47M (1.58%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 8 | Franklin Rising Dividends Fund A | 7.47M (1.58%) | 0.00 Increased by 0.00% | Feb 29, 24 |
| 9 | Vanguard Wellington™ Inv | 4.90M (1.04%) | 4.90M Increased by +100.00% | Mar 31, 24 |
| 10 | Fidelity 500 Index | 4.63M (0.98%) | 23.47K Increased by +0.51% | May 31, 24 |
| 11 | SPDR® S&P 500 ETF Trust | 4.59M (0.97%) | -35.71K Decreased by -0.78% | Mar 31, 24 |
| 12 | SPDR® S&P 500® ETF Trust | 4.53M (0.96%) | 42.71K Increased by +0.94% | Jun 30, 24 |
| 13 | iShares Core S&P 500 ETF | 4.06M (0.86%) | 20.57K Increased by +0.51% | Jun 28, 24 |
| 14 | American Funds Washington Mutual A | 4.02M (0.85%) | 536.62K Increased by +13.35% | Jun 30, 24 |
| 15 | Fidelity® 500 Index | 3.95M (0.84%) | 25.14K Increased by +0.64% | Nov 30, 23 |
| 16 | Diamond Hill Large Cap Equity | 3.88M (0.82%) | 15.17K Increased by +0.39% | Jun 30, 24 |
| 17 | Vanguard Value Index Inv | 3.54M (0.75%) | -45.31K Decreased by -1.28% | Jun 30, 24 |
| 18 | Capital Group Wash Mutual Invtrs Comp | 3.48M (0.74%) | -2.42K Decreased by -0.07% | Mar 31, 24 |
| 19 | Vanguard Mid-Cap Value ETF | 2.97M (0.63%) | -66.64K Decreased by -2.25% | Jun 30, 24 |
| 20 | The Financial Select Sector SPDR® ETF | 2.60M (0.55%) | 5.62K Increased by +0.22% | Jun 30, 24 |