| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKF | 1000.00% |
| 2 | IXG | 1000.00% |
| 3 | IWV | 1000.00% |
| 4 | IWS | 1000.00% |
| 5 | IWR | 1000.00% |
| 6 | IWD | 1000.00% |
| 7 | IWB | 1000.00% |
| 8 | IVV | 1000.00% |
| 9 | IVE | 1000.00% |
| 10 | IUSV | 1000.00% |
| 11 | IYF | 1000.00% |
| 12 | ITOT | 1000.00% |
| 13 | IMCV | 1000.00% |
| 14 | JKI | 1000.00% |
| 15 | JKG | 1000.00% |
| 16 | IMCB | 1000.00% |
| 17 | ILCV | 1000.00% |
| 18 | ILCB | 1000.00% |
| 19 | IYG | 1000.00% |
| 20 | IYY | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 70.21M (9.26%) | -144.75K Decreased by -0.21% | Sep 30, 23 |
| 2 | BlackRock Inc | 65.31M (8.62%) | 715.27K Increased by +1.10% | Sep 30, 23 |
| 3 | Dodge & Cox | 59.03M (7.79%) | -305.21K Decreased by -0.52% | Sep 30, 23 |
| 4 | State Street Corporation | 32.17M (4.24%) | 731.72K Increased by +2.27% | Sep 30, 23 |
| 5 | Artisan Partners Limited Partnership | 19.65M (2.59%) | -567.76K Decreased by -2.89% | Sep 30, 23 |
| 6 | Geode Capital Management, LLC | 16.83M (2.22%) | 1.30M Increased by +7.73% | Sep 30, 23 |
| 7 | Arnhold & S. Bleichroeder Advisers, LLC | 16.24M (2.14%) | -194.61K Decreased by -1.20% | Sep 30, 23 |
| 8 | Davis Selected Advisers | 13.00M (1.71%) | -132.72K Decreased by -1.02% | Sep 30, 23 |
| 9 | Longview Partners (Guernsey) Ltd. | 12.59M (1.66%) | -180.96K Decreased by -1.44% | Sep 30, 23 |
| 10 | FMR Inc | 11.92M (1.57%) | -4.71M Decreased by -39.54% | Sep 30, 23 |
| 11 | American Century Companies Inc | 10.73M (1.42%) | -187.66K Decreased by -1.75% | Sep 30, 23 |
| 12 | Amundi | 10.67M (1.41%) | 1.44M Increased by +13.45% | Sep 30, 23 |
| 13 | Hotchkis & Wiley Capital Management LLC | 9.90M (1.31%) | -225.65K Decreased by -2.28% | Sep 30, 23 |
| 14 | Northern Trust Corp | 9.45M (1.25%) | 715.42K Increased by +7.57% | Sep 30, 23 |
| 15 | Wells Fargo & Co | 8.78M (1.16%) | -260.57K Decreased by -2.97% | Sep 30, 23 |
| 16 | Victory Capital Management Inc. | 8.76M (1.16%) | 129.93K Increased by +1.48% | Sep 30, 23 |
| 17 | Nuveen Asset Management, LLC | 8.41M (1.11%) | 1.16M Increased by +13.84% | Sep 30, 23 |
| 18 | Harris Associates L.P. | 8.37M (1.10%) | 1.27M Increased by +15.17% | Sep 30, 23 |
| 19 | Morgan Stanley - Brokerage Accounts | 7.61M (1.00%) | -64.46K Decreased by -0.85% | Sep 30, 23 |
| 20 | LSV Asset Management | 7.30M (0.96%) | -44.08K Decreased by -0.60% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Dodge & Cox Stock I | 37.33M (4.93%) | 37.14M Increased by +99.49% | Sep 30, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 24.40M (3.22%) | 2.63M Increased by +10.78% | Nov 30, 23 |
| 3 | Vanguard Institutional 500 Index Trust | 18.98M (2.50%) | 2.21M Increased by +11.66% | Nov 30, 23 |
| 4 | First Eagle Global A | 11.02M (1.45%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 5 | SPDR® S&P 500 ETF Trust | 9.48M (1.25%) | -66.58K Decreased by -0.70% | Dec 31, 23 |
| 6 | Fidelity® 500 Index | 9.07M (1.20%) | 57.75K Increased by +0.64% | Nov 30, 23 |
| 7 | iShares Core S&P 500 ETF | 7.66M (1.01%) | 4.57K Increased by +0.06% | Dec 29, 23 |
| 8 | Oakmark Investor | 6.74M (0.89%) | 120.00K Increased by +1.78% | Sep 30, 23 |
| 9 | Vanguard Value Index Inv | 6.68M (0.88%) | 729.56K Increased by +10.92% | Nov 30, 23 |
| 10 | Victory Sycamore Established Value R | 5.67M (0.75%) | -100.00K Decreased by -1.76% | Sep 30, 23 |
| 11 | Columbia Dividend Income Inst | 5.37M (0.71%) | 5.37M Increased by +100.00% | Nov 30, 23 |
| 12 | Vanguard Institutional Index I | 5.19M (0.68%) | 549.31K Increased by +10.59% | Nov 30, 23 |
| 13 | Financial Select Sector SPDR® ETF | 5.04M (0.66%) | 10.29K Increased by +0.20% | Dec 31, 23 |
| 14 | Vanguard Windsor™ II Inv | 4.88M (0.64%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 15 | Vanguard Dividend Appreciation ETF | 4.49M (0.59%) | 31.49K Increased by +0.70% | Nov 30, 23 |
| 16 | American Century Mid Cap Value Inv | 4.44M (0.59%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 17 | American Century U.S. Mid Cap Value | 4.44M (0.59%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 18 | Dodge & Cox Balanced Composite | 4.34M (0.57%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 19 | Dodge & Cox Balanced I | 4.34M (0.57%) | 0.00 Increased by 0.00% | Sep 30, 23 |