| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IVE | 1000.00% |
| 2 | EXI | 1000.00% |
| 3 | ILCB | 1000.00% |
| 4 | ILCG | 1000.00% |
| 5 | ILCV | 1000.00% |
| 6 | IMCB | 1000.00% |
| 7 | IWR | 1000.00% |
| 8 | IWD | 1000.00% |
| 9 | IWB | 1000.00% |
| 10 | IVV | 1000.00% |
| 11 | IUSV | 1000.00% |
| 12 | IMCG | 1000.00% |
| 13 | IMCV | 1000.00% |
| 14 | JKI | 1000.00% |
| 15 | JKG | 1000.00% |
| 16 | JKF | 1000.00% |
| 17 | JKE | 1000.00% |
| 18 | JKD | 1000.00% |
| 19 | ITOT | 1000.00% |
| 20 | IYY | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 17.76M (12.59%) | 2.06M Increased by +11.57% | Sep 30, 23 |
| 2 | BlackRock Inc | 11.85M (8.40%) | -553.60K Decreased by -4.67% | Sep 30, 23 |
| 3 | T. Rowe Price Associates, Inc. | 7.10M (5.03%) | 1.49M Increased by +20.94% | Sep 30, 23 |
| 4 | State Street Corporation | 6.43M (4.56%) | 12.85K Increased by +0.20% | Sep 30, 23 |
| 5 | Geode Capital Management, LLC | 3.07M (2.18%) | 55.58K Increased by +1.81% | Sep 30, 23 |
| 6 | Fisher Asset Management, LLC | 2.48M (1.76%) | 123.99K Increased by +4.99% | Sep 30, 23 |
| 7 | Capital Research Global Investors | 2.21M (1.56%) | -100.15K Decreased by -4.54% | Sep 30, 23 |
| 8 | Ameriprise Financial Inc | 2.11M (1.50%) | -9.61K Decreased by -0.46% | Sep 30, 23 |
| 9 | Arnhold & S. Bleichroeder Advisers, LLC | 2.00M (1.42%) | -47.87K Decreased by -2.39% | Sep 30, 23 |
| 10 | Morgan Stanley - Brokerage Accounts | 1.90M (1.35%) | 50.48K Increased by +2.66% | Sep 30, 23 |
| 11 | Northern Trust Corp | 1.82M (1.29%) | 69.83K Increased by +3.85% | Sep 30, 23 |
| 12 | PUBLIC INVESTMENT FUND | 1.80M (1.28%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 13 | Stifel Financial Corp | 1.60M (1.13%) | 13.63K Increased by +0.85% | Sep 30, 23 |
| 14 | Dimensional Fund Advisors, Inc. | 1.58M (1.12%) | 16.45K Increased by +1.04% | Sep 30, 23 |
| 15 | Legal & General Group PLC | 1.53M (1.08%) | -27.66K Decreased by -1.81% | Sep 30, 23 |
| 16 | LSV Asset Management | 1.51M (1.07%) | -72.25K Decreased by -4.77% | Sep 30, 23 |
| 17 | Ontario Teachers Pension Plan Board | 1.39M (0.98%) | -96.36K Decreased by -6.94% | Sep 30, 23 |
| 18 | Hotchkis & Wiley Capital Management LLC | 1.33M (0.95%) | -140.96K Decreased by -10.57% | Sep 30, 23 |
| 19 | Bank of America Corp | 1.25M (0.88%) | -42.39K Decreased by -3.40% | Sep 30, 23 |
| 20 | UBS Asset Mgmt Americas Inc | 1.21M (0.86%) | 19.80K Increased by +1.63% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 4.44M (3.15%) | 9.95K Increased by +0.22% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 3.45M (2.45%) | 29.98K Increased by +0.87% | Nov 30, 23 |
| 3 | Vanguard Mid Cap Index Institutional | 3.22M (2.28%) | 2.52K Increased by +0.08% | Nov 30, 23 |
| 4 | SPDR® S&P 500 ETF Trust | 1.75M (1.24%) | -12.26K Decreased by -0.70% | Dec 31, 23 |
| 5 | Fidelity® 500 Index | 1.65M (1.17%) | 10.50K Increased by +0.64% | Nov 30, 23 |
| 6 | First Eagle Global A | 1.46M (1.03%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 7 | iShares Core S&P 500 ETF | 1.41M (1.00%) | 840.00 Increased by +0.06% | Dec 29, 23 |
| 8 | Columbia Dividend Value | 1.32M (0.93%) | -14.88K Decreased by -1.13% | Sep 30, 23 |
| 9 | Columbia Dividend Income Inst | 1.31M (0.93%) | -6.78K Decreased by -0.52% | Nov 30, 23 |
| 10 | Vanguard Value Index Inv | 1.22M (0.86%) | 4.77K Increased by +0.39% | Nov 30, 23 |
| 11 | American Funds American Mutual A | 1.20M (0.85%) | -102.49K Decreased by -8.57% | Sep 30, 23 |
| 12 | Capital Group American Mutual Comp | 1.20M (0.85%) | -102.49K Decreased by -8.57% | Sep 30, 23 |
| 13 | Vanguard Mid-Cap Value ETF | 1.14M (0.81%) | -5.06K Decreased by -0.44% | Nov 30, 23 |
| 14 | American Funds Income Fund of Amer A | 1.00M (0.71%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 15 | Vanguard Institutional Index I | 944.25K (0.67%) | -1.83K Decreased by -0.19% | Nov 30, 23 |
| 16 | T. Rowe Price US Value Equity Composite | 881.66K (0.62%) | 586.96K Increased by +66.57% | Sep 30, 23 |
| 17 | T. Rowe Price Value | 881.66K (0.62%) | 586.96K Increased by +66.57% | Sep 30, 23 |
| 18 | Vanguard Dividend Appreciation ETF | 814.60K (0.58%) | 5.71K Increased by +0.70% | Nov 30, 23 |
| 19 | T. Rowe Price U.S. Value Equity Tr-Z | 790.64K (0.56%) | 529.54K Increased by +66.98% | Sep 30, 23 |
| 20 | T. Rowe Price US Large-Cap Core Eq Comp | 764.88K (0.54%) | 142.38K Increased by +18.61% | Sep 30, 23 |