| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IVE | 1000.00% |
| 2 | IVV | 1000.00% |
| 3 | ITOT | 1000.00% |
| 4 | IUSV | 1000.00% |
| 5 | IHF | 1000.00% |
| 6 | ILCB | 1000.00% |
| 7 | ILCV | 1000.00% |
| 8 | IMCB | 1000.00% |
| 9 | IMCV | 1000.00% |
| 10 | JKI | 1000.00% |
| 11 | JKG | 1000.00% |
| 12 | JKF | 1000.00% |
| 13 | JKD | 1000.00% |
| 14 | IYY | 1000.00% |
| 15 | IYH | 1000.00% |
| 16 | IXJ | 1000.00% |
| 17 | IWV | 1000.00% |
| 18 | IWS | 1000.00% |
| 19 | IWR | 1000.00% |
| 20 | IWD | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 13.62M (12.22%) | -119.83K Decreased by -0.88% | Sep 30, 23 |
| 2 | BlackRock Inc | 11.39M (10.22%) | -355.94K Decreased by -3.13% | Sep 30, 23 |
| 3 | State Street Corporation | 5.34M (4.79%) | -190.37K Decreased by -3.56% | Sep 30, 23 |
| 4 | American Century Companies Inc | 3.55M (3.19%) | 388.16K Increased by +10.92% | Sep 30, 23 |
| 5 | Victory Capital Management Inc. | 3.41M (3.06%) | 180.89K Increased by +5.30% | Sep 30, 23 |
| 6 | Wellington Management Company LLP | 2.61M (2.34%) | 333.95K Increased by +12.78% | Sep 30, 23 |
| 7 | Geode Capital Management, LLC | 2.47M (2.22%) | 50.65K Increased by +2.05% | Sep 30, 23 |
| 8 | T. Rowe Price Associates, Inc. | 2.21M (1.98%) | 680.88K Increased by +30.84% | Sep 30, 23 |
| 9 | JPMorgan Chase & Co | 2.00M (1.80%) | 538.38K Increased by +26.90% | Sep 30, 23 |
| 10 | Dimensional Fund Advisors, Inc. | 1.97M (1.77%) | -17.81K Decreased by -0.90% | Sep 30, 23 |
| 11 | Amvescap Plc. | 1.80M (1.61%) | 92.54K Increased by +5.14% | Sep 30, 23 |
| 12 | Davis Selected Advisers | 1.67M (1.50%) | 153.81K Increased by +9.22% | Sep 30, 23 |
| 13 | Grantham, Mayo, Van Otterloo & Co., LLC | 1.64M (1.47%) | 38.04K Increased by +2.32% | Sep 30, 23 |
| 14 | Morgan Stanley - Brokerage Accounts | 1.63M (1.47%) | -129.49K Decreased by -7.93% | Sep 30, 23 |
| 15 | Wells Fargo & Co | 1.57M (1.41%) | -51.57K Decreased by -3.27% | Sep 30, 23 |
| 16 | Northern Trust Corp | 1.32M (1.18%) | -6.70K Decreased by -0.51% | Sep 30, 23 |
| 17 | FMR Inc | 1.31M (1.17%) | 182.00K Increased by +13.94% | Sep 30, 23 |
| 18 | UBS Asset Mgmt Americas Inc | 1.27M (1.14%) | 57.52K Increased by +4.53% | Sep 30, 23 |
| 19 | Bank of America Corp | 1.11M (1.00%) | -37.28K Decreased by -3.36% | Sep 30, 23 |
| 20 | Nordea Investment Mgmt Bank Demark A/s | 999.02K (0.90%) | -27.01K Decreased by -2.70% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 3.52M (3.16%) | 4.14K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 2.73M (2.45%) | 25.32K Increased by +0.93% | Nov 30, 23 |
| 3 | Vanguard Mid Cap Index Institutional | 2.55M (2.29%) | 4.73K Increased by +0.19% | Nov 30, 23 |
| 4 | Victory Sycamore Established Value R | 2.27M (2.03%) | 126.00K Increased by +5.56% | Sep 30, 23 |
| 5 | Vanguard Windsor Investor Shares | 1.77M (1.58%) | 208.30K Increased by +11.80% | Sep 30, 23 |
| 6 | SPDR® S&P 500 ETF Trust | 1.38M (1.23%) | -9.78K Decreased by -0.71% | Dec 31, 23 |
| 7 | Fidelity® 500 Index | 1.31M (1.17%) | 8.32K Increased by +0.64% | Nov 30, 23 |
| 8 | American Century Mid Cap Value Inv | 1.23M (1.10%) | 161.66K Increased by +13.16% | Sep 30, 23 |
| 9 | American Century U.S. Mid Cap Value | 1.23M (1.10%) | 161.66K Increased by +13.16% | Sep 30, 23 |
| 10 | iShares Core S&P 500 ETF | 1.12M (1.00%) | 670.00 Increased by +0.06% | Dec 29, 23 |
| 11 | Vanguard Value Index Inv | 961.59K (0.86%) | 2.05K Increased by +0.21% | Nov 30, 23 |
| 12 | Vanguard Mid-Cap Value ETF | 903.41K (0.81%) | -3.99K Decreased by -0.44% | Nov 30, 23 |
| 13 | T. Rowe Price US Large-Cap Core | 893.69K (0.80%) | 297.02K Increased by +33.23% | Sep 30, 23 |
| 14 | T. Rowe Price US Large-Cap Core Eq Comp | 893.69K (0.80%) | 297.02K Increased by +33.23% | Sep 30, 23 |
| 15 | JPM US Mid Cap Value-Composite | 842.69K (0.76%) | 34.82K Increased by +4.13% | Sep 30, 23 |
| 16 | JPM US Mid Cap Value-MA | 842.69K (0.76%) | 840.45K Increased by +99.73% | Sep 30, 23 |
| 17 | JPMorgan Mid Cap Value L | 842.69K (0.76%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | GMO Quality Composite | 835.12K (0.75%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 19 | GMO Quality IV | 835.12K (0.75%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | Health Care Select Sector SPDR® ETF | 833.73K (0.75%) | -608.00 Decreased by -0.07% | Dec 31, 23 |