| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ITOT | 1000.00% |
| 2 | GLOF | 1000.00% |
| 3 | ILCB | 1000.00% |
| 4 | IMCV | 1000.00% |
| 5 | IUSV | 1000.00% |
| 6 | JKI | 1000.00% |
| 7 | ILCV | 1000.00% |
| 8 | JKG | 1000.00% |
| 9 | IMCB | 1000.00% |
| 10 | JKF | 1000.00% |
| 11 | JKD | 1000.00% |
| 12 | IYY | 1000.00% |
| 13 | IYF | 1000.00% |
| 14 | IXG | 1000.00% |
| 15 | IWV | 1000.00% |
| 16 | IWS | 1000.00% |
| 17 | IWR | 1000.00% |
| 18 | IWP | 1000.00% |
| 19 | IWF | 1000.00% |
| 20 | IWD | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 5.39M (16.30%) | 63.14K Increased by +1.17% | Sep 30, 23 |
| 2 | BlackRock Inc | 3.29M (9.95%) | 95.70K Increased by +2.91% | Sep 30, 23 |
| 3 | State Street Corporation | 1.86M (5.62%) | -43.98K Decreased by -2.37% | Sep 30, 23 |
| 4 | Wellington Management Company LLP | 1.82M (5.49%) | -58.39K Decreased by -3.22% | Sep 30, 23 |
| 5 | Franklin Resources Inc | 1.31M (3.96%) | 77.71K Increased by +5.94% | Sep 30, 23 |
| 6 | Boston Partners Global Investors, Inc | 1.23M (3.73%) | -31.34K Decreased by -2.54% | Sep 30, 23 |
| 7 | Champlain Investment Partners, LLC | 1.00M (3.04%) | -2.46K Decreased by -0.25% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 959.62K (2.90%) | 34.78K Increased by +3.62% | Sep 30, 23 |
| 9 | Nuveen Asset Management, LLC | 902.93K (2.73%) | 142.44K Increased by +15.78% | Sep 30, 23 |
| 10 | Bank of New York Mellon Corp | 900.18K (2.72%) | 49.44K Increased by +5.49% | Sep 30, 23 |
| 11 | Viking Global Investors LP | 808.46K (2.45%) | -229.72K Decreased by -28.41% | Sep 30, 23 |
| 12 | Altrinsic Global Advisors LLC | 748.79K (2.27%) | -26.77K Decreased by -3.57% | Sep 30, 23 |
| 13 | Victory Capital Management Inc. | 740.47K (2.24%) | -423.53K Decreased by -57.20% | Sep 30, 23 |
| 14 | Amvescap Plc. | 593.49K (1.80%) | 60.43K Increased by +10.18% | Sep 30, 23 |
| 15 | AQR Capital Management LLC | 543.44K (1.64%) | 135.89K Increased by +25.01% | Sep 30, 23 |
| 16 | FMR Inc | 536.27K (1.62%) | 150.40K Increased by +28.05% | Sep 30, 23 |
| 17 | Massachusetts Financial Services Company | 529.68K (1.60%) | -67.98K Decreased by -12.83% | Sep 30, 23 |
| 18 | LSV Asset Management | 491.65K (1.49%) | -74.56K Decreased by -15.17% | Sep 30, 23 |
| 19 | AllianceBernstein L.P. | 485.74K (1.47%) | -14.21K Decreased by -2.93% | Sep 30, 23 |
| 20 | Dimensional Fund Advisors, Inc. | 466.82K (1.41%) | -65.39K Decreased by -14.01% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 1.36M (4.11%) | 1.63K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 1.06M (3.20%) | 8.33K Increased by +0.79% | Nov 30, 23 |
| 3 | Vanguard Mid Cap Index Institutional | 986.55K (2.99%) | 1.23K Increased by +0.13% | Nov 30, 23 |
| 4 | Champlain Mid Cap Fund, LLC | 854.36K (2.59%) | -100.00 Decreased by -0.01% | Nov 30, 23 |
| 5 | Vanguard Wellington™ Inv | 594.12K (1.80%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 6 | SPDR® S&P 500 ETF Trust | 532.37K (1.61%) | -3.80K Decreased by -0.71% | Dec 31, 23 |
| 7 | Fidelity® 500 Index | 505.78K (1.53%) | 3.22K Increased by +0.64% | Nov 30, 23 |
| 8 | Champlain Mid Cap Adv | 495.00K (1.50%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 9 | Victory Sycamore Established Value R | 482.00K (1.46%) | -303.00K Decreased by -62.86% | Sep 30, 23 |
| 10 | CREF Stock R1 | 455.37K (1.38%) | 21.90K Increased by +4.81% | Nov 30, 23 |
| 11 | iShares Core S&P 500 ETF | 432.38K (1.31%) | 260.00 Increased by +0.06% | Dec 29, 23 |
| 12 | JHancock Disciplined Value Mid Cap I | 409.69K (1.24%) | -49.72K Decreased by -12.14% | Nov 30, 23 |
| 13 | Franklin Mutual Global Discovery Z | 406.20K (1.23%) | -20.60K Decreased by -5.07% | Nov 30, 23 |
| 14 | Vanguard Value Index Inv | 371.47K (1.12%) | 609.00 Increased by +0.16% | Nov 30, 23 |
| 15 | iShares MSCI USA Min Vol Factor ETF | 364.50K (1.10%) | -107.00 Decreased by -0.03% | Dec 29, 23 |
| 16 | Vanguard Mid-Cap Value ETF | 349.36K (1.06%) | -1.56K Decreased by -0.45% | Nov 30, 23 |
| 17 | MFS Mid Cap Value A | 314.74K (0.95%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 18 | MFS Mid Cap Value Equity | 314.74K (0.95%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 19 | Franklin Mutual Shares Z | 300.21K (0.91%) | -24.53K Decreased by -8.17% | Nov 30, 23 |
| 20 | Vanguard Institutional Index I | 288.85K (0.87%) | -972.00 Decreased by -0.34% | Nov 30, 23 |