| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IVV | 1000.00% |
| 2 | IAK | 1000.00% |
| 3 | ISCB | 1000.00% |
| 4 | ISCV | 1000.00% |
| 5 | ITOT | 1000.00% |
| 6 | IUSV | 1000.00% |
| 7 | JKJ | 1000.00% |
| 8 | IYY | 1000.00% |
| 9 | IYF | 1000.00% |
| 10 | IXG | 1000.00% |
| 11 | IWV | 1000.00% |
| 12 | IVE | 1000.00% |
| 13 | IWS | 1000.00% |
| 14 | IWR | 1000.00% |
| 15 | IWD | 1000.00% |
| 16 | IWB | 1000.00% |
| 17 | KBWP | 3.95% |
| 18 | KIE | 1.97% |
| 19 | RYF | 1.37% |
| 20 | EZY | 1.09% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 7.00M (13.40%) | 3.53K Increased by +0.05% | Sep 30, 23 |
| 2 | T. Rowe Price Investment Management,Inc. | 5.66M (10.85%) | -4.13K Decreased by -0.07% | Sep 30, 23 |
| 3 | BlackRock Inc | 5.45M (10.43%) | -287.94K Decreased by -5.29% | Sep 30, 23 |
| 4 | Bank of New York Mellon Corp | 3.24M (6.20%) | 573.31K Increased by +17.70% | Sep 30, 23 |
| 5 | FMR Inc | 2.75M (5.26%) | 191.75K Increased by +6.98% | Sep 30, 23 |
| 6 | State Street Corporation | 2.70M (5.18%) | -78.76K Decreased by -2.91% | Sep 30, 23 |
| 7 | Massachusetts Financial Services Company | 1.87M (3.57%) | 109.12K Increased by +5.85% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 1.28M (2.44%) | 21.99K Increased by +1.72% | Sep 30, 23 |
| 9 | T. Rowe Price Associates, Inc. | 1.08M (2.07%) | -2.81K Decreased by -0.26% | Sep 30, 23 |
| 10 | Amvescap Plc. | 1.07M (2.04%) | -41.61K Decreased by -3.90% | Sep 30, 23 |
| 11 | Dimensional Fund Advisors, Inc. | 890.89K (1.71%) | -3.58K Decreased by -0.40% | Sep 30, 23 |
| 12 | Morgan Stanley - Brokerage Accounts | 849.34K (1.63%) | -115.79K Decreased by -13.63% | Sep 30, 23 |
| 13 | Lyrical Asset Management LP | 768.18K (1.47%) | -36.88K Decreased by -4.80% | Sep 30, 23 |
| 14 | Macquarie Group Ltd | 725.81K (1.39%) | -34.29K Decreased by -4.72% | Sep 30, 23 |
| 15 | Wellington Management Company LLP | 638.33K (1.22%) | 85.95K Increased by +13.47% | Sep 30, 23 |
| 16 | Northern Trust Corp | 597.42K (1.14%) | 9.17K Increased by +1.53% | Sep 30, 23 |
| 17 | Schroder Investment Management Group | 584.05K (1.12%) | -74.03K Decreased by -12.68% | Sep 30, 23 |
| 18 | First Trust Advisors L.P. | 461.45K (0.88%) | -99.70K Decreased by -21.61% | Sep 30, 23 |
| 19 | Charles Schwab Investment Management Inc | 439.01K (0.84%) | 5.51K Increased by +1.25% | Sep 30, 23 |
| 20 | Bank of America Corp | 382.55K (0.73%) | -1.59K Decreased by -0.42% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | T. Rowe Price Mid-Cap Growth | 2.19M (4.18%) | -9.70K Decreased by -0.44% | Sep 30, 23 |
| 2 | T. Rowe Price US Mid-Cap Growth Equity | 2.19M (4.18%) | -9.70K Decreased by -0.44% | Sep 30, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 1.66M (3.18%) | 2.07K Increased by +0.12% | Nov 30, 23 |
| 4 | Vanguard Small Cap Index | 1.37M (2.63%) | 5.62K Increased by +0.41% | Nov 30, 23 |
| 5 | Vanguard Institutional 500 Index Trust | 1.29M (2.48%) | 13.26K Increased by +1.03% | Nov 30, 23 |
| 6 | MFS Mid Cap Value Equity | 1.15M (2.20%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 7 | Vanguard Small Cap Value Index Inv | 953.85K (1.83%) | 1.95K Increased by +0.20% | Nov 30, 23 |
| 8 | MFS Mid Cap Value A | 876.67K (1.68%) | -274.31K Decreased by -31.29% | Nov 30, 23 |
| 9 | iShares MSCI USA Min Vol Factor ETF | 685.02K (1.31%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 10 | SPDR® S&P 500 ETF Trust | 655.03K (1.25%) | -4.53K Decreased by -0.69% | Dec 31, 23 |
| 11 | Vanguard Explorer Inv | 630.26K (1.21%) | 83.64K Increased by +13.27% | Sep 30, 23 |
| 12 | Fidelity® 500 Index | 617.87K (1.18%) | 3.93K Increased by +0.64% | Nov 30, 23 |
| 13 | Fidelity® Small Cap Value | 616.80K (1.18%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 14 | T. Rowe Price Mid-Cap Value | 573.30K (1.10%) | -19.51K Decreased by -3.40% | Sep 30, 23 |
| 15 | T. Rowe Price US Mid-Cap Value Equity | 573.30K (1.10%) | -19.51K Decreased by -3.40% | Sep 30, 23 |
| 16 | Invesco S&P 500® Equal Weight ETF | 564.02K (1.08%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 17 | T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z | 509.30K (0.98%) | 15.00K Increased by +2.95% | Sep 30, 23 |
| 18 | iShares Core S&P 500 ETF | 507.09K (0.97%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 19 | T. Rowe Price Small-Cap Stock | 482.19K (0.92%) | -700.00 Decreased by -0.15% | Sep 30, 23 |
| 20 | T. Rowe Price US Small-Cap Core Equity | 482.19K (0.92%) | -700.00 Decreased by -0.15% | Sep 30, 23 |