| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ILCV | 1000.00% |
| 2 | JKF | 1000.00% |
| 3 | JKE | 1000.00% |
| 4 | IWD | 1000.00% |
| 5 | IWB | 1000.00% |
| 6 | IVW | 1000.00% |
| 7 | IVV | 1000.00% |
| 8 | IVE | 1000.00% |
| 9 | IUSV | 1000.00% |
| 10 | IUSG | 1000.00% |
| 11 | ITOT | 1000.00% |
| 12 | IMCV | 1000.00% |
| 13 | IMCG | 1000.00% |
| 14 | IMCB | 1000.00% |
| 15 | JKG | 1000.00% |
| 16 | ILCG | 1000.00% |
| 17 | ILCB | 1000.00% |
| 18 | GLOF | 1000.00% |
| 19 | FOVL | 1000.00% |
| 20 | JKD | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 32.36M (13.04%) | -751.18K Decreased by -2.32% | Sep 30, 23 |
| 2 | Capital World Investors | 21.12M (8.51%) | 4.73K Increased by +0.02% | Sep 30, 23 |
| 3 | BlackRock Inc | 18.01M (7.26%) | -29.45K Decreased by -0.16% | Sep 30, 23 |
| 4 | State Street Corporation | 10.12M (4.08%) | -535.28K Decreased by -5.29% | Sep 30, 23 |
| 5 | Boston Partners Global Investors, Inc | 8.60M (3.46%) | 3.10M Increased by +36.08% | Sep 30, 23 |
| 6 | FMR Inc | 5.69M (2.29%) | 238.50K Increased by +4.19% | Sep 30, 23 |
| 7 | Geode Capital Management, LLC | 5.48M (2.21%) | 25.26K Increased by +0.46% | Sep 30, 23 |
| 8 | Morgan Stanley - Brokerage Accounts | 4.39M (1.77%) | -227.46K Decreased by -5.18% | Sep 30, 23 |
| 9 | Dimensional Fund Advisors, Inc. | 3.44M (1.39%) | 114.86K Increased by +3.34% | Sep 30, 23 |
| 10 | Northern Trust Corp | 2.58M (1.04%) | 20.33K Increased by +0.79% | Sep 30, 23 |
| 11 | Barclays PLC | 2.55M (1.03%) | 396.92K Increased by +15.58% | Sep 30, 23 |
| 12 | Southpoint Capital Advisors LP | 2.43M (0.98%) | -141.93K Decreased by -5.84% | Sep 30, 23 |
| 13 | Brave Warrior Advisors LLC | 2.38M (0.96%) | 2.38M Increased by +100.00% | Sep 30, 23 |
| 14 | Amvescap Plc. | 2.23M (0.90%) | 526.95K Increased by +23.59% | Sep 30, 23 |
| 15 | Goldman Sachs Group Inc | 2.17M (0.87%) | 440.57K Increased by +20.30% | Sep 30, 23 |
| 16 | First Trust Advisors L.P. | 2.05M (0.83%) | 396.11K Increased by +19.31% | Sep 30, 23 |
| 17 | LSV Asset Management | 1.92M (0.77%) | -40.29K Decreased by -2.10% | Sep 30, 23 |
| 18 | Bank of New York Mellon Corp | 1.91M (0.77%) | -95.65K Decreased by -5.02% | Sep 30, 23 |
| 19 | Nuveen Asset Management, LLC | 1.86M (0.75%) | 91.25K Increased by +4.92% | Sep 30, 23 |
| 20 | PRIMECAP Management Company | 1.83M (0.74%) | -12.19K Decreased by -0.67% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 7.82M (3.15%) | 9.28K Increased by +0.12% | Nov 30, 23 |
| 2 | American Funds Washington Mutual A | 7.35M (2.96%) | -19.94K Decreased by -0.27% | Sep 30, 23 |
| 3 | Capital Group Wash Mutual Invtrs Comp | 7.35M (2.96%) | -19.94K Decreased by -0.27% | Sep 30, 23 |
| 4 | Vanguard Institutional 500 Index Trust | 6.09M (2.45%) | 58.79K Increased by +0.96% | Nov 30, 23 |
| 5 | Vanguard Mid Cap Index Institutional | 5.68M (2.29%) | 8.02K Increased by +0.14% | Nov 30, 23 |
| 6 | American Funds Fundamental Invs A | 3.90M (1.57%) | -81.26K Decreased by -2.08% | Sep 30, 23 |
| 7 | Capital Group Fundamental Invtrs Comp | 3.90M (1.57%) | -81.26K Decreased by -2.08% | Sep 30, 23 |
| 8 | American Funds American Balanced A | 3.88M (1.56%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 9 | SPDR® S&P 500 ETF Trust | 3.09M (1.24%) | -21.61K Decreased by -0.70% | Dec 31, 23 |
| 10 | American Funds Growth Fund of Amer A | 3.01M (1.21%) | -2.52M Decreased by -83.78% | Sep 30, 23 |
| 11 | Capital Group Growth Fnd of Amer Comp | 3.01M (1.21%) | -2.52M Decreased by -83.78% | Sep 30, 23 |
| 12 | Fidelity® 500 Index | 2.91M (1.17%) | 18.54K Increased by +0.64% | Nov 30, 23 |
| 13 | Fidelity® Low-Priced Stock | 2.49M (1.01%) | 297.42K Increased by +11.92% | Oct 31, 23 |
| 14 | iShares Core S&P 500 ETF | 2.49M (1.00%) | 1.49K Increased by +0.06% | Dec 29, 23 |
| 15 | JHancock Disciplined Value Mid Cap I | 2.45M (0.99%) | -210.12K Decreased by -8.58% | Nov 30, 23 |
| 16 | American Funds Capital World Gr&Inc A | 2.42M (0.98%) | -1.84K Decreased by -0.08% | Sep 30, 23 |
| 17 | Capital Group World Growth & Inc Cmp | 2.42M (0.98%) | -1.84K Decreased by -0.08% | Sep 30, 23 |
| 18 | Vanguard Value Index Inv | 2.14M (0.86%) | 2.98K Increased by +0.14% | Nov 30, 23 |