| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWS | 1000.00% |
| 2 | IVE | 1000.00% |
| 3 | IVV | 1000.00% |
| 4 | IWB | 1000.00% |
| 5 | IUSV | 1000.00% |
| 6 | ITOT | 1000.00% |
| 7 | ISCB | 1000.00% |
| 8 | IWD | 1000.00% |
| 9 | JKJ | 1000.00% |
| 10 | IWR | 1000.00% |
| 11 | IYY | 1000.00% |
| 12 | IYC | 1000.00% |
| 13 | ISCV | 1000.00% |
| 14 | IWV | 1000.00% |
| 15 | ETEC | 6.22% |
| 16 | RNEW | 3.81% |
| 17 | DEMZ | 1.90% |
| 18 | RCD | 1.85% |
| 19 | MGMT | 1.69% |
| 20 | HAIL | 1.66% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 26.82M (11.48%) | -53.17K Decreased by -0.20% | Sep 30, 23 |
| 2 | BlackRock Inc | 17.85M (7.65%) | -158.25K Decreased by -0.89% | Sep 30, 23 |
| 3 | State Street Corporation | 10.66M (4.56%) | 207.97K Increased by +1.95% | Sep 30, 23 |
| 4 | Harris Associates L.P. | 10.06M (4.31%) | -83.42K Decreased by -0.83% | Sep 30, 23 |
| 5 | Victory Capital Management Inc. | 8.72M (3.73%) | 106.45K Increased by +1.22% | Sep 30, 23 |
| 6 | Dimensional Fund Advisors, Inc. | 7.13M (3.05%) | -8.39K Decreased by -0.12% | Sep 30, 23 |
| 7 | Macquarie Group Ltd | 5.81M (2.49%) | 344.56K Increased by +5.93% | Sep 30, 23 |
| 8 | Diamond Hill Capital Management Inc | 5.46M (2.34%) | 166.01K Increased by +3.04% | Sep 30, 23 |
| 9 | Boston Partners Global Investors, Inc | 5.27M (2.26%) | 1.95M Increased by +37.05% | Sep 30, 23 |
| 10 | Geode Capital Management, LLC | 5.26M (2.25%) | 127.30K Increased by +2.42% | Sep 30, 23 |
| 11 | Bank of America Corp | 4.81M (2.06%) | -28.48K Decreased by -0.59% | Sep 30, 23 |
| 12 | Amvescap Plc. | 4.40M (1.88%) | 1.02M Increased by +23.29% | Sep 30, 23 |
| 13 | American Century Companies Inc | 4.19M (1.79%) | 648.63K Increased by +15.48% | Sep 30, 23 |
| 14 | Morgan Stanley - Brokerage Accounts | 4.18M (1.79%) | 146.18K Increased by +3.50% | Sep 30, 23 |
| 15 | LSV Asset Management | 3.61M (1.55%) | -54.48K Decreased by -1.51% | Sep 30, 23 |
| 16 | FMR Inc | 3.21M (1.38%) | -341.43K Decreased by -10.63% | Sep 30, 23 |
| 17 | Nuveen Asset Management, LLC | 3.09M (1.32%) | 406.23K Increased by +13.17% | Sep 30, 23 |
| 18 | Earnest Partners LLC | 2.96M (1.27%) | 178.38K Increased by +6.03% | Sep 30, 23 |
| 19 | Northern Trust Corp | 2.78M (1.19%) | 170.84K Increased by +6.14% | Sep 30, 23 |
| 20 | Citadel Advisors Llc | 2.44M (1.05%) | 2.43M Increased by +99.67% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 7.38M (3.16%) | 45.86K Increased by +0.62% | Nov 30, 23 |
| 2 | Victory Sycamore Established Value R | 6.13M (2.62%) | 73.50K Increased by +1.20% | Sep 30, 23 |
| 3 | Oakmark Investor | 6.00M (2.57%) | 6.00M Increased by +100.00% | Sep 30, 23 |
| 4 | Vanguard Institutional 500 Index Trust | 5.73M (2.46%) | 59.30K Increased by +1.03% | Nov 30, 23 |
| 5 | Diamond Hill Large Cap Equity | 4.39M (1.88%) | 192.53K Increased by +4.39% | Dec 31, 23 |
| 6 | Delaware Ivy Mid Cap Growth A | 3.20M (1.37%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 7 | Vanguard Small Cap Index | 3.04M (1.30%) | 13.40K Increased by +0.44% | Nov 30, 23 |
| 8 | SPDR® S&P 500 ETF Trust | 2.90M (1.24%) | -20.29K Decreased by -0.70% | Dec 31, 23 |
| 9 | Invesco S&P 500® Equal Weight ETF | 2.88M (1.23%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 10 | Fidelity® 500 Index | 2.74M (1.17%) | 17.43K Increased by +0.64% | Nov 30, 23 |
| 11 | Vanguard Mid Cap Index Institutional | 2.67M (1.14%) | -2.62K Decreased by -0.10% | Nov 30, 23 |
| 12 | Diamond Hill Large Cap Inv | 2.52M (1.08%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 13 | American Century Mid Cap Value Inv | 2.44M (1.05%) | 426.30K Increased by +17.45% | Sep 30, 23 |
| 14 | American Century U.S. Mid Cap Value | 2.44M (1.05%) | 426.30K Increased by +17.45% | Sep 30, 23 |
| 15 | iShares Core S&P 500 ETF | 2.34M (1.00%) | 1.40K Increased by +0.06% | Dec 29, 23 |
| 16 | Harris Assoc. Oakmark Eq & Inc CIT | 2.20M (0.94%) | -130.00K Decreased by -5.91% | Sep 30, 23 |
| 17 | Oakmark Equity And Income Investor | 2.20M (0.94%) | -130.00K Decreased by -5.91% | Sep 30, 23 |
| 18 | Vanguard Small Cap Value Index Inv | 2.12M (0.91%) | 5.57K Increased by +0.26% | Nov 30, 23 |
| 19 | TIAA-CREF Growth & Income Instl | 1.89M (0.81%) | -10.57K Decreased by -0.56% | Nov 30, 23 |