| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKG | 1000.00% |
| 2 | IVV | 1000.00% |
| 3 | IVE | 1000.00% |
| 4 | IUSV | 1000.00% |
| 5 | ITOT | 1000.00% |
| 6 | IWD | 1000.00% |
| 7 | IWF | 1000.00% |
| 8 | IWP | 1000.00% |
| 9 | IWR | 1000.00% |
| 10 | JKI | 1000.00% |
| 11 | IMCV | 1000.00% |
| 12 | IMCG | 1000.00% |
| 13 | IMCB | 1000.00% |
| 14 | ILCV | 1000.00% |
| 15 | IWB | 1000.00% |
| 16 | ILCG | 1000.00% |
| 17 | ILCB | 1000.00% |
| 18 | IWS | 1000.00% |
| 19 | IAK | 1000.00% |
| 20 | IWV | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 32.27M (12.41%) | 3.32M Increased by +10.30% | Sep 30, 23 |
| 2 | BlackRock Inc | 20.94M (8.05%) | -1.36M Decreased by -6.47% | Sep 30, 23 |
| 3 | State Street Corporation | 10.83M (4.17%) | -621.20K Decreased by -5.73% | Sep 30, 23 |
| 4 | T. Rowe Price Associates, Inc. | 8.05M (3.10%) | 877.22K Increased by +10.90% | Sep 30, 23 |
| 5 | Charles Schwab Investment Management Inc | 5.93M (2.28%) | 172.25K Increased by +2.91% | Sep 30, 23 |
| 6 | Geode Capital Management, LLC | 5.73M (2.20%) | 51.95K Increased by +0.91% | Sep 30, 23 |
| 7 | Barrow Hanley Mewhinney & Strauss LLC | 5.34M (2.06%) | 1.13M Increased by +21.14% | Sep 30, 23 |
| 8 | American Century Companies Inc | 5.07M (1.95%) | -217.82K Decreased by -4.30% | Sep 30, 23 |
| 9 | Bank of New York Mellon Corp | 4.24M (1.63%) | 53.82K Increased by +1.27% | Sep 30, 23 |
| 10 | Diamond Hill Capital Management Inc | 4.18M (1.61%) | 782.70K Increased by +18.71% | Sep 30, 23 |
| 11 | Amvescap Plc. | 4.12M (1.59%) | 1.31M Increased by +31.81% | Sep 30, 23 |
| 12 | Macquarie Group Ltd | 3.91M (1.50%) | 50.20K Increased by +1.28% | Sep 30, 23 |
| 13 | Wellington Management Company LLP | 3.83M (1.47%) | 77.30K Increased by +2.02% | Sep 30, 23 |
| 14 | Morgan Stanley - Brokerage Accounts | 3.70M (1.42%) | 536.14K Increased by +14.48% | Sep 30, 23 |
| 15 | Allspring Global Investments Holdings, LLC | 3.60M (1.39%) | 305.91K Increased by +8.49% | Sep 30, 23 |
| 16 | Northern Trust Corp | 3.48M (1.34%) | 56.55K Increased by +1.62% | Sep 30, 23 |
| 17 | Deutsche Bank AG | 2.54M (0.98%) | -781.19K Decreased by -30.70% | Sep 30, 23 |
| 18 | Dimensional Fund Advisors, Inc. | 2.23M (0.86%) | -66.01K Decreased by -2.96% | Sep 30, 23 |
| 19 | Legal & General Group PLC | 2.22M (0.86%) | -61.05K Decreased by -2.75% | Sep 30, 23 |
| 20 | UBS Asset Mgmt Americas Inc | 2.19M (0.84%) | -144.02K Decreased by -6.58% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 8.21M (3.16%) | 10.36K Increased by +0.13% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 6.38M (2.45%) | 57.90K Increased by +0.91% | Nov 30, 23 |
| 3 | Vanguard Mid Cap Index Institutional | 5.95M (2.29%) | 5.15K Increased by +0.09% | Nov 30, 23 |
| 4 | Schwab US Dividend Equity ETF™ | 4.12M (1.58%) | 602.00 Increased by +0.01% | Dec 30, 23 |
| 5 | SPDR® S&P 500 ETF Trust | 3.23M (1.24%) | -22.63K Decreased by -0.70% | Dec 31, 23 |
| 6 | Fidelity® 500 Index | 3.05M (1.17%) | 19.40K Increased by +0.64% | Nov 30, 23 |
| 7 | Diamond Hill Large Cap Equity | 2.79M (1.07%) | 33.44K Increased by +1.20% | Dec 31, 23 |
| 8 | Allspring Special Mid Cap Value Inst | 2.73M (1.05%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 9 | Allspring Special US Mid Cap Value Eq | 2.73M (1.05%) | 177.80K Increased by +6.52% | Sep 30, 23 |
| 10 | iShares Core S&P 500 ETF | 2.61M (1.00%) | 1.56K Increased by +0.06% | Dec 29, 23 |
| 11 | Vanguard Windsor Investor Shares | 2.36M (0.91%) | -9.69K Decreased by -0.41% | Sep 30, 23 |
| 12 | Vanguard Value Index Inv | 2.24M (0.86%) | 7.64K Increased by +0.34% | Nov 30, 23 |
| 13 | Vanguard Mid-Cap Value ETF | 2.11M (0.81%) | -9.30K Decreased by -0.44% | Nov 30, 23 |
| 14 | American Century Mid Cap Value Inv | 1.91M (0.73%) | -12.98K Decreased by -0.68% | Sep 30, 23 |
| 15 | American Century U.S. Mid Cap Value | 1.91M (0.73%) | -12.98K Decreased by -0.68% | Sep 30, 23 |
| 16 | T. Rowe Price US Value Equity Composite | 1.82M (0.70%) | 164.40K Increased by +9.01% | Sep 30, 23 |
| 17 | T. Rowe Price Value | 1.82M (0.70%) | 164.40K Increased by +9.01% | Sep 30, 23 |
| 18 | Vanguard Institutional Index I | 1.74M (0.67%) | -3.64K Decreased by -0.21% | Nov 30, 23 |
| 19 | Financial Select Sector SPDR® ETF | 1.71M (0.66%) | 3.52K Increased by +0.20% | Dec 31, 23 |
| 20 | Diamond Hill Large Cap Inv | 1.66M (0.64%) | -29.76K Decreased by -1.79% | Nov 30, 23 |