| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ITOT | 1000.00% |
| 2 | ILCB | 1000.00% |
| 3 | ILCG | 1000.00% |
| 4 | IWB | 1000.00% |
| 5 | IVV | 1000.00% |
| 6 | IVE | 1000.00% |
| 7 | IUSV | 1000.00% |
| 8 | ILCV | 1000.00% |
| 9 | IMCB | 1000.00% |
| 10 | IMCG | 1000.00% |
| 11 | IMCV | 1000.00% |
| 12 | JKI | 1000.00% |
| 13 | JKG | 1000.00% |
| 14 | JKF | 1000.00% |
| 15 | JKE | 1000.00% |
| 16 | JKD | 1000.00% |
| 17 | IYY | 1000.00% |
| 18 | IYR | 1000.00% |
| 19 | IWV | 1000.00% |
| 20 | IWS | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 10.31M (16.19%) | -70.12K Decreased by -0.68% | Sep 30, 23 |
| 2 | BlackRock Inc | 6.39M (10.03%) | 34.53K Increased by +0.54% | Sep 30, 23 |
| 3 | State Street Corporation | 5.83M (9.16%) | -895.06K Decreased by -15.34% | Sep 30, 23 |
| 4 | Principal Financial Group Inc | 2.78M (4.37%) | -18.61K Decreased by -0.67% | Sep 30, 23 |
| 5 | FMR Inc | 2.37M (3.72%) | -71.95K Decreased by -3.04% | Sep 30, 23 |
| 6 | Cohen & Steers Inc | 2.34M (3.68%) | 165.89K Increased by +7.08% | Sep 30, 23 |
| 7 | T. Rowe Price Associates, Inc. | 1.52M (2.39%) | 429.70K Increased by +28.22% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 1.51M (2.37%) | 21.88K Increased by +1.45% | Sep 30, 23 |
| 9 | Massachusetts Financial Services Company | 1.17M (1.84%) | -46.58K Decreased by -3.98% | Sep 30, 23 |
| 10 | Legal & General Group PLC | 980.76K (1.54%) | -16.78K Decreased by -1.71% | Sep 30, 23 |
| 11 | Northern Trust Corp | 978.64K (1.54%) | 55.90K Increased by +5.71% | Sep 30, 23 |
| 12 | Dimensional Fund Advisors, Inc. | 935.77K (1.47%) | 11.26K Increased by +1.20% | Sep 30, 23 |
| 13 | American Century Companies Inc | 828.19K (1.30%) | 71.36K Increased by +8.62% | Sep 30, 23 |
| 14 | Morgan Stanley - Brokerage Accounts | 794.13K (1.25%) | 80.43K Increased by +10.13% | Sep 30, 23 |
| 15 | Ameriprise Financial Inc | 776.15K (1.22%) | 89.20K Increased by +11.49% | Sep 30, 23 |
| 16 | ProShare Advisors LLC | 751.11K (1.18%) | -68.01K Decreased by -9.05% | Sep 30, 23 |
| 17 | JPMorgan Chase & Co | 748.15K (1.17%) | -57.77K Decreased by -7.72% | Sep 30, 23 |
| 18 | Boston Partners Global Investors, Inc | 733.44K (1.15%) | -1.55K Decreased by -0.21% | Sep 30, 23 |
| 19 | Resolution Capital Limited | 726.00K (1.14%) | -109.23K Decreased by -15.05% | Sep 30, 23 |
| 20 | Charles Schwab Investment Management Inc | 671.28K (1.05%) | -8.11K Decreased by -1.21% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Real Estate Index Investor | 2.60M (4.09%) | -42.38K Decreased by -1.63% | Nov 30, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 2.01M (3.16%) | 2.22K Increased by +0.11% | Nov 30, 23 |
| 3 | Vanguard Institutional 500 Index Trust | 1.56M (2.45%) | 12.47K Increased by +0.80% | Nov 30, 23 |
| 4 | Vanguard Mid Cap Index Institutional | 1.46M (2.29%) | 1.34K Increased by +0.09% | Nov 30, 23 |
| 5 | Principal Real Estate Securities R5 | 918.15K (1.44%) | -12.39K Decreased by -1.35% | Nov 30, 23 |
| 6 | SPDR® S&P Dividend ETF | 899.23K (1.41%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 7 | SPDR® S&P 500 ETF Trust | 797.60K (1.25%) | 6.31K Increased by +0.79% | Dec 29, 23 |
| 8 | Fidelity® 500 Index | 747.91K (1.17%) | 4.76K Increased by +0.64% | Nov 30, 23 |
| 9 | ProShares S&P 500 Dividend Aristocrats | 732.80K (1.15%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 10 | iShares Core S&P 500 ETF | 639.21K (1.00%) | 380.00 Increased by +0.06% | Dec 29, 23 |
| 11 | Vanguard Value Index Inv | 552.31K (0.87%) | 3.48K Increased by +0.63% | Nov 30, 23 |
| 12 | JHancock Disciplined Value Mid Cap I | 526.30K (0.83%) | 2.85K Increased by +0.54% | Oct 31, 23 |
| 13 | Vanguard Mid-Cap Value ETF | 516.62K (0.81%) | -2.29K Decreased by -0.44% | Nov 30, 23 |
| 14 | T. Rowe Price Real Assets Tr I-Z | 494.21K (0.78%) | 176.13K Increased by +35.64% | Sep 30, 23 |
| 15 | MFS Mid Cap Value Equity | 464.89K (0.73%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 16 | MFS Mid Cap Value A | 463.98K (0.73%) | -907.00 Decreased by -0.20% | Nov 30, 23 |
| 17 | Cohen & Steers Real Estate Securities A | 461.11K (0.72%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 18 | American Century Mid Cap Value Inv | 459.18K (0.72%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 19 | American Century U.S. Mid Cap Value | 459.18K (0.72%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 20 | iShares Envir&Lw Carb Tilt REIdx(UK)LAcc | 456.13K (0.72%) | 14.62K Increased by +3.21% | Oct 31, 23 |