| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IMCV | 1000.00% |
| 2 | IAT | 1000.00% |
| 3 | ILCB | 1000.00% |
| 4 | ILCV | 1000.00% |
| 5 | IMCB | 1000.00% |
| 6 | JKI | 1000.00% |
| 7 | JKG | 1000.00% |
| 8 | JKF | 1000.00% |
| 9 | JKD | 1000.00% |
| 10 | IYY | 1000.00% |
| 11 | IYG | 1000.00% |
| 12 | IYF | 1000.00% |
| 13 | IXG | 1000.00% |
| 14 | IWV | 1000.00% |
| 15 | IWS | 1000.00% |
| 16 | IWR | 1000.00% |
| 17 | IWD | 1000.00% |
| 18 | IWB | 1000.00% |
| 19 | IVV | 1000.00% |
| 20 | IVE | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 58.37M (12.61%) | -2.02M Decreased by -3.47% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 55.08M (11.90%) | -1.67M Decreased by -3.03% | Sep 30, 23 |
| 3 | Capital Research & Mgmt Co - Division 3 | 33.96M (7.33%) | 11.79M Increased by +34.71% | Sep 30, 23 |
| 4 | State Street Corporation | 25.53M (5.51%) | 342.06K Increased by +1.34% | Sep 30, 23 |
| 5 | Hotchkis & Wiley Capital Management LLC | 17.62M (3.81%) | 1.56M Increased by +8.85% | Sep 30, 23 |
| 6 | Amundi | 17.62M (3.80%) | -2.01M Decreased by -11.43% | Sep 30, 23 |
| 7 | Amvescap Plc. | 15.80M (3.41%) | -3.19M Decreased by -20.20% | Sep 30, 23 |
| 8 | Morgan Stanley - Brokerage Accounts | 13.17M (2.84%) | -12.37K Decreased by -0.09% | Sep 30, 23 |
| 9 | Fuller & Thaler Asset Management Inc | 11.59M (2.50%) | 621.72K Increased by +5.36% | Sep 30, 23 |
| 10 | Charles Schwab Investment Management Inc | 10.85M (2.34%) | -378.02K Decreased by -3.48% | Sep 30, 23 |
| 11 | Geode Capital Management, LLC | 10.25M (2.21%) | -10.35K Decreased by -0.10% | Sep 30, 23 |
| 12 | Wellington Management Company LLP | 7.98M (1.72%) | 5.47M Increased by +68.51% | Sep 30, 23 |
| 13 | First Trust Advisors L.P. | 7.94M (1.72%) | -13.43K Decreased by -0.17% | Sep 30, 23 |
| 14 | LSV Asset Management | 6.41M (1.38%) | -347.13K Decreased by -5.42% | Sep 30, 23 |
| 15 | Royal Bank of Canada | 5.53M (1.19%) | 332.22K Increased by +6.01% | Sep 30, 23 |
| 16 | JPMorgan Chase & Co | 5.45M (1.18%) | -6.90M Decreased by -126.72% | Sep 30, 23 |
| 17 | Northern Trust Corp | 4.83M (1.04%) | 168.16K Increased by +3.48% | Sep 30, 23 |
| 18 | Dimensional Fund Advisors, Inc. | 4.16M (0.90%) | -173.64K Decreased by -4.18% | Sep 30, 23 |
| 19 | Apg All Pensions Group | 4.11M (0.89%) | 1.13M Increased by +27.58% | Sep 30, 23 |
| 20 | AQR Capital Management LLC | 3.75M (0.81%) | 3.46M Increased by +92.38% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 14.04M (3.03%) | 16.59K Increased by +0.12% | Nov 30, 23 |
| 2 | American Funds Washington Mutual A | 13.81M (2.98%) | -37.46K Decreased by -0.27% | Sep 30, 23 |
| 3 | Capital Group Wash Mutual Invtrs Comp | 13.81M (2.98%) | -37.46K Decreased by -0.27% | Sep 30, 23 |
| 4 | Vanguard Institutional 500 Index Trust | 11.51M (2.49%) | 107.97K Increased by +0.94% | Nov 30, 23 |
| 5 | Fuller & Thaler Behavrl Small-Cap Value | 10.56M (2.28%) | 852.12K Increased by +8.07% | Nov 30, 23 |
| 6 | Vanguard Mid Cap Index Institutional | 10.20M (2.20%) | 5.72K Increased by +0.06% | Nov 30, 23 |
| 7 | Undiscovered Managers Behavioral Val L | 9.92M (2.14%) | -178.59K Decreased by -1.80% | Nov 30, 23 |
| 8 | American Funds Capital Income Bldr A | 9.63M (2.08%) | 6.30M Increased by +65.45% | Sep 30, 23 |
| 9 | Pioneer A | 9.21M (1.99%) | -182.08K Decreased by -1.98% | Nov 30, 23 |
| 10 | Vanguard Windsor™ II Inv | 9.17M (1.98%) | 862.00K Increased by +9.40% | Sep 30, 23 |
| 11 | Pioneer US Large Core Equity | 9.03M (1.95%) | 8.93M Increased by +98.88% | Dec 31, 23 |
| 12 | American Funds Fundamental Invs A | 6.50M (1.40%) | 4.26M Increased by +65.58% | Sep 30, 23 |
| 13 | Capital Group Fundamental Invtrs Comp | 6.50M (1.40%) | 4.26M Increased by +65.58% | Sep 30, 23 |
| 14 | iShares Select Dividend ETF | 6.35M (1.37%) | -3.93K Decreased by -0.06% | Dec 29, 23 |
| 15 | SPDR® S&P 500 ETF Trust | 5.75M (1.24%) | -40.44K Decreased by -0.70% | Dec 31, 23 |
| 16 | Fidelity® 500 Index | 5.50M (1.19%) | 35.01K Increased by +0.64% | Nov 30, 23 |
| 17 | First Trust Rising Dividend Achiev ETF | 5.41M (1.17%) | 7.59K Increased by +0.14% | Dec 28, 23 |
| 18 | SPDR® S&P Regional Banking ETF | 5.08M (1.10%) | 3.28K Increased by +0.06% | Dec 31, 23 |
| 19 | BlackRock Equity Dividend Instl | 4.84M (1.05%) | -781.17K Decreased by -16.13% | Nov 30, 23 |
| 20 | Amundi Fds US Pioneer A USD C | 4.73M (1.02%) | -18.64K Decreased by -0.39% | Nov 30, 23 |