| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWL | 1000.00% |
| 2 | FOVL | 1000.00% |
| 3 | IXG | 1000.00% |
| 4 | IUSV | 1000.00% |
| 5 | IVE | 1000.00% |
| 6 | IVV | 1000.00% |
| 7 | IWX | 1000.00% |
| 8 | IWV | 1000.00% |
| 9 | IWB | 1000.00% |
| 10 | IWD | 1000.00% |
| 11 | GLOF | 1000.00% |
| 12 | ILCB | 1000.00% |
| 13 | ILCV | 1000.00% |
| 14 | IMCB | 1000.00% |
| 15 | IMCV | 1000.00% |
| 16 | JKI | 1000.00% |
| 17 | JKG | 1000.00% |
| 18 | ITOT | 1000.00% |
| 19 | JKF | 1000.00% |
| 20 | JKD | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 30.54M (8.40%) | 14.44K Increased by +0.05% | Sep 30, 23 |
| 2 | Dodge & Cox | 28.40M (7.81%) | -6.31M Decreased by -22.22% | Sep 30, 23 |
| 3 | BlackRock Inc | 24.38M (6.70%) | -65.50K Decreased by -0.27% | Sep 30, 23 |
| 4 | Harris Associates L.P. | 19.41M (5.34%) | 318.57K Increased by +1.64% | Sep 30, 23 |
| 5 | State Street Corporation | 15.85M (4.36%) | -405.86K Decreased by -2.56% | Sep 30, 23 |
| 6 | Capital World Investors | 14.68M (4.04%) | 605.66K Increased by +4.13% | Sep 30, 23 |
| 7 | Berkshire Hathaway Inc | 12.47M (3.43%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 8 | Davis Selected Advisers | 11.09M (3.05%) | -174.96K Decreased by -1.58% | Sep 30, 23 |
| 9 | Capital Research Global Investors | 10.48M (2.88%) | 2.48M Increased by +23.68% | Sep 30, 23 |
| 10 | JPMorgan Chase & Co | 10.02M (2.76%) | -1.49M Decreased by -14.87% | Sep 30, 23 |
| 11 | Fisher Asset Management, LLC | 9.59M (2.64%) | -19.62K Decreased by -0.20% | Sep 30, 23 |
| 12 | Aristotle Capital Management LLC | 9.32M (2.56%) | -213.95K Decreased by -2.30% | Sep 30, 23 |
| 13 | Pzena Investment Management, LLC | 7.63M (2.10%) | 585.80K Increased by +7.68% | Sep 30, 23 |
| 14 | Geode Capital Management, LLC | 7.15M (1.97%) | 177.64K Increased by +2.48% | Sep 30, 23 |
| 15 | Eagle Capital Management LLC | 5.83M (1.60%) | -207.14K Decreased by -3.55% | Sep 30, 23 |
| 16 | Dimensional Fund Advisors, Inc. | 4.00M (1.10%) | 101.93K Increased by +2.55% | Sep 30, 23 |
| 17 | Northern Trust Corp | 3.95M (1.09%) | 99.92K Increased by +2.53% | Sep 30, 23 |
| 18 | Franklin Resources Inc | 3.58M (0.98%) | -294.06K Decreased by -8.21% | Sep 30, 23 |
| 19 | Bank of America Corp | 3.54M (0.97%) | 426.05K Increased by +12.03% | Sep 30, 23 |
| 20 | Amvescap Plc. | 3.41M (0.94%) | -495.96K Decreased by -14.54% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Dodge & Cox Stock I | 19.03M (5.23%) | 18.93M Increased by +99.50% | Sep 30, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 11.35M (3.12%) | 13.69K Increased by +0.12% | Nov 30, 23 |
| 3 | Vanguard Institutional 500 Index Trust | 9.30M (2.56%) | 80.61K Increased by +0.87% | Nov 30, 23 |
| 4 | American Funds Washington Mutual A | 5.49M (1.51%) | -14.90K Decreased by -0.27% | Sep 30, 23 |
| 5 | Capital Group Wash Mutual Invtrs Comp | 5.49M (1.51%) | -14.90K Decreased by -0.27% | Sep 30, 23 |
| 6 | American Funds American Mutual A | 5.22M (1.43%) | 2.52M Increased by +48.26% | Sep 30, 23 |
| 7 | Capital Group American Mutual Comp | 5.22M (1.43%) | 2.52M Increased by +48.26% | Sep 30, 23 |
| 8 | Oakmark Investor | 4.71M (1.29%) | -250.00K Decreased by -5.31% | Sep 30, 23 |
| 9 | SPDR® S&P 500 ETF Trust | 4.69M (1.29%) | -33.00K Decreased by -0.70% | Dec 31, 23 |
| 10 | Fidelity® 500 Index | 4.44M (1.22%) | 28.29K Increased by +0.64% | Nov 30, 23 |
| 11 | iShares Core S&P 500 ETF | 3.79M (1.04%) | 2.26K Increased by +0.06% | Dec 29, 23 |
| 12 | American Funds American Balanced A | 3.78M (1.04%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 13 | Davis NY Venture A | 3.36M (0.92%) | -149.55K Decreased by -4.45% | Oct 31, 23 |
| 14 | Oakmark Select Investor | 3.14M (0.86%) | 182.00K Increased by +5.79% | Sep 30, 23 |
| 15 | Vanguard Value Index Inv | 3.11M (0.85%) | 10.23K Increased by +0.33% | Nov 30, 23 |
| 16 | American Funds Invmt Co of Amer A | 3.02M (0.83%) | -864.73K Decreased by -28.66% | Sep 30, 23 |
| 17 | Capital Group Investment Co of Amer Comp | 3.02M (0.83%) | -864.73K Decreased by -28.66% | Sep 30, 23 |
| 18 | Vanguard Windsor™ II Inv | 2.86M (0.79%) | -67.00K Decreased by -2.34% | Sep 30, 23 |