| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ITOT | 1000.00% |
| 2 | JKD | 1000.00% |
| 3 | IYY | 1000.00% |
| 4 | IYK | 1000.00% |
| 5 | IWV | 1000.00% |
| 6 | IWS | 1000.00% |
| 7 | IWR | 1000.00% |
| 8 | IWD | 1000.00% |
| 9 | IWB | 1000.00% |
| 10 | IVV | 1000.00% |
| 11 | IVEG | 1000.00% |
| 12 | IVE | 1000.00% |
| 13 | IUSV | 1000.00% |
| 14 | IMCV | 1000.00% |
| 15 | IMCG | 1000.00% |
| 16 | IMCB | 1000.00% |
| 17 | ILCV | 1000.00% |
| 18 | ILCG | 1000.00% |
| 19 | ILCB | 1000.00% |
| 20 | JKI | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 81.35M (11.56%) | 1.94M Increased by +2.39% | Sep 30, 23 |
| 2 | BlackRock Inc | 53.16M (7.55%) | -821.49K Decreased by -1.55% | Sep 30, 23 |
| 3 | Capital World Investors | 35.77M (5.08%) | -3.12M Decreased by -8.73% | Sep 30, 23 |
| 4 | State Street Corporation | 31.61M (4.49%) | -1.14M Decreased by -3.62% | Sep 30, 23 |
| 5 | Aristotle Capital Management LLC | 26.03M (3.70%) | -471.80K Decreased by -1.81% | Sep 30, 23 |
| 6 | Capital Research & Mgmt Co - Division 3 | 17.50M (2.49%) | 7.23M Increased by +41.32% | Sep 30, 23 |
| 7 | Geode Capital Management, LLC | 15.21M (2.16%) | 221.86K Increased by +1.46% | Sep 30, 23 |
| 8 | Nuveen Asset Management, LLC | 14.58M (2.07%) | -1.62M Decreased by -11.14% | Sep 30, 23 |
| 9 | Independent Franchise Partners LLP | 12.89M (1.83%) | 1.60M Increased by +12.43% | Sep 30, 23 |
| 10 | Northern Trust Corp | 12.51M (1.78%) | 327.32K Increased by +2.62% | Sep 30, 23 |
| 11 | Massachusetts Financial Services Company | 11.10M (1.58%) | 2.55M Increased by +22.94% | Sep 30, 23 |
| 12 | HHG PLC | 10.77M (1.53%) | 1.09M Increased by +10.12% | Sep 30, 23 |
| 13 | FMR Inc | 9.43M (1.34%) | -2.52M Decreased by -26.71% | Sep 30, 23 |
| 14 | Morgan Stanley - Brokerage Accounts | 9.28M (1.32%) | -61.63K Decreased by -0.66% | Sep 30, 23 |
| 15 | Boston Partners Global Investors, Inc | 8.61M (1.22%) | -1.19M Decreased by -13.85% | Sep 30, 23 |
| 16 | Putnam Investments LLC | 7.93M (1.13%) | -296.42K Decreased by -3.74% | Sep 30, 23 |
| 17 | Van Eck Associates Corporation | 7.65M (1.09%) | 3.37M Increased by +44.03% | Sep 30, 23 |
| 18 | State Farm Mutual Automobile Ins Co | 7.63M (1.08%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 19 | Bank of New York Mellon Corp | 6.93M (0.99%) | 585.06K Increased by +8.44% | Sep 30, 23 |
| 20 | WCM Investment Management | 6.89M (0.98%) | 2.46M Increased by +35.76% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 22.26M (3.16%) | 54.51K Increased by +0.24% | Nov 30, 23 |
| 2 | American Funds Washington Mutual A | 17.35M (2.47%) | 6.59M Increased by +37.97% | Sep 30, 23 |
| 3 | Capital Group Wash Mutual Invtrs Comp | 17.35M (2.47%) | 6.59M Increased by +37.97% | Sep 30, 23 |
| 4 | Vanguard Institutional 500 Index Trust | 17.30M (2.46%) | 157.14K Increased by +0.91% | Nov 30, 23 |
| 5 | Vanguard Mid Cap Index Institutional | 16.13M (2.29%) | 17.78K Increased by +0.11% | Nov 30, 23 |
| 6 | American Funds American Balanced A | 9.00M (1.28%) | 3.40M Increased by +37.82% | Sep 30, 23 |
| 7 | SPDR® S&P 500 ETF Trust | 8.69M (1.23%) | -61.03K Decreased by -0.70% | Dec 31, 23 |
| 8 | American Funds Fundamental Invs A | 8.60M (1.22%) | 297.97K Increased by +3.46% | Sep 30, 23 |
| 9 | Capital Group Fundamental Invtrs Comp | 8.60M (1.22%) | 297.97K Increased by +3.46% | Sep 30, 23 |
| 10 | Fidelity® 500 Index | 8.27M (1.18%) | 52.63K Increased by +0.64% | Nov 30, 23 |
| 11 | iShares Core S&P 500 ETF | 7.02M (1.00%) | 4.19K Increased by +0.06% | Dec 29, 23 |
| 12 | VanEck Morningstar Wide Moat | 6.39M (0.91%) | 1.17M Increased by +18.26% | Dec 31, 23 |
| 13 | VanEck Morningstar Wide Moat ETF | 6.39M (0.91%) | 6.13K Increased by +0.10% | Dec 30, 23 |
| 14 | Vanguard Windsor™ II Inv | 6.32M (0.90%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 15 | MFS Value A | 6.14M (0.87%) | -68.13K Decreased by -1.11% | Nov 30, 23 |
| 16 | Vanguard Value Index Inv | 6.08M (0.86%) | 9.86K Increased by +0.16% | Nov 30, 23 |
| 17 | Vanguard Mid-Cap Value ETF | 5.71M (0.81%) | -25.27K Decreased by -0.44% | Nov 30, 23 |
| 18 | American Funds New Perspective A | 5.65M (0.80%) | 1.17M Increased by +20.72% | Sep 30, 23 |
| 19 | Capital Group New Perspective Comp | 5.65M (0.80%) | 1.17M Increased by +20.72% | Sep 30, 23 |
| 20 | FlexShares Mstar Glbl Upstrm Nat Res ETF | 5.28M (0.75%) | 0.00 Increased by 0.00% | Dec 29, 23 |