| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IMCV | 1000.00% |
| 2 | IVV | 1000.00% |
| 3 | IVE | 1000.00% |
| 4 | IUSV | 1000.00% |
| 5 | ITOT | 1000.00% |
| 6 | IOO | 1000.00% |
| 7 | IMCB | 1000.00% |
| 8 | GLOF | 1000.00% |
| 9 | ILCB | 1000.00% |
| 10 | ILCV | 1000.00% |
| 11 | JKI | 1000.00% |
| 12 | JKG | 1000.00% |
| 13 | JKF | 1000.00% |
| 14 | JKD | 1000.00% |
| 15 | IYY | 1000.00% |
| 16 | IYC | 1000.00% |
| 17 | IWX | 1000.00% |
| 18 | IWV | 1000.00% |
| 19 | IWL | 1000.00% |
| 20 | IWD | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 339.91M (8.66%) | 810.43K Increased by +0.24% | Sep 30, 23 |
| 2 | BlackRock Inc | 287.02M (7.31%) | 7.83M Increased by +2.73% | Sep 30, 23 |
| 3 | State Street Corporation | 167.75M (4.28%) | -1.11M Decreased by -0.66% | Sep 30, 23 |
| 4 | Newport Trust Co. | 148.51M (3.78%) | -3.65M Decreased by -2.46% | Sep 30, 23 |
| 5 | Charles Schwab Investment Management Inc | 87.39M (2.23%) | 2.66M Increased by +3.04% | Sep 30, 23 |
| 6 | Geode Capital Management, LLC | 73.99M (1.89%) | 1.68M Increased by +2.28% | Sep 30, 23 |
| 7 | Fisher Asset Management, LLC | 55.63M (1.42%) | -5.09M Decreased by -9.15% | Sep 30, 23 |
| 8 | Morgan Stanley - Brokerage Accounts | 52.28M (1.33%) | 3.76M Increased by +7.19% | Sep 30, 23 |
| 9 | Northern Trust Corp | 38.11M (0.97%) | 1.39M Increased by +3.65% | Sep 30, 23 |
| 10 | Bank of New York Mellon Corp | 29.53M (0.75%) | -501.95K Decreased by -1.70% | Sep 30, 23 |
| 11 | Renaissance Technologies Corp | 27.25M (0.69%) | 6.53M Increased by +23.97% | Sep 30, 23 |
| 12 | Dimensional Fund Advisors, Inc. | 26.79M (0.68%) | -56.54K Decreased by -0.21% | Sep 30, 23 |
| 13 | Legal & General Group PLC | 25.76M (0.66%) | -1.04M Decreased by -4.05% | Sep 30, 23 |
| 14 | Amvescap Plc. | 24.89M (0.63%) | 4.10M Increased by +16.47% | Sep 30, 23 |
| 15 | Barclays PLC | 24.33M (0.62%) | 7.57M Increased by +31.13% | Sep 30, 23 |
| 16 | Bank of America Corp | 22.32M (0.57%) | -5.36M Decreased by -24.01% | Sep 30, 23 |
| 17 | Two Sigma Advisers, LLC | 21.36M (0.54%) | -7.54M Decreased by -35.31% | Sep 30, 23 |
| 18 | Goldman Sachs Group Inc | 20.81M (0.53%) | 2.09M Increased by +10.02% | Sep 30, 23 |
| 19 | LSV Asset Management | 20.24M (0.52%) | 751.50K Increased by +3.71% | Sep 30, 23 |
| 20 | UBS Asset Mgmt Americas Inc | 19.10M (0.49%) | 2.43M Increased by +12.70% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 123.25M (3.14%) | 258.43K Increased by +0.21% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 95.84M (2.44%) | 897.16K Increased by +0.94% | Nov 30, 23 |
| 3 | Schwab US Dividend Equity ETF™ | 61.86M (1.58%) | 9.05K Increased by +0.01% | Dec 30, 23 |
| 4 | SPDR® S&P 500 ETF Trust | 48.50M (1.24%) | -340.62K Decreased by -0.70% | Dec 31, 23 |
| 5 | Fidelity® 500 Index | 45.81M (1.17%) | 291.52K Increased by +0.64% | Nov 30, 23 |
| 6 | iShares Core S&P 500 ETF | 39.16M (1.00%) | 23.38K Increased by +0.06% | Dec 29, 23 |
| 7 | Vanguard Value Index Inv | 33.72M (0.86%) | 113.52K Increased by +0.34% | Nov 30, 23 |
| 8 | Vanguard Institutional Index I | 26.20M (0.67%) | -57.76K Decreased by -0.22% | Nov 30, 23 |
| 9 | iShares Select Dividend ETF | 23.03M (0.59%) | -14.25K Decreased by -0.06% | Dec 29, 23 |
| 10 | Consumer Discret Sel Sect SPDR® ETF | 22.50M (0.57%) | 1.99M Increased by +8.84% | Dec 31, 23 |
| 11 | State St S&P 500® Indx SL Cl III | 18.76M (0.48%) | -36.60K Decreased by -0.20% | Dec 31, 23 |
| 12 | Vanguard High Dividend Yield ETF | 17.65M (0.45%) | -35.23K Decreased by -0.20% | Nov 30, 23 |
| 13 | Blackrock Eq Idx Fund CF | 14.07M (0.36%) | 116.66K Increased by +0.83% | Dec 31, 23 |
| 14 | iShares MSCI USA Value Factor ETF | 13.06M (0.33%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 15 | iShares Russell 1000 Value ETF | 10.66M (0.27%) | -43.17K Decreased by -0.41% | Dec 29, 23 |
| 16 | NT S&P 500 Index Fund - NL | 8.67M (0.22%) | -15.82K Decreased by -0.18% | Sep 30, 23 |
| 17 | Invesco S&P 500® Equal Weight ETF | 8.59M (0.22%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 18 | Zacks Dividend Strategy | 8.39M (0.21%) | -913.84K Decreased by -10.89% | Dec 31, 23 |
| 19 | Schwab® S&P 500 Index | 7.84M (0.20%) | 37.38K Increased by +0.48% | Nov 30, 23 |
| 20 | DFA US Large Cap Value I | 7.47M (0.19%) | -9.06K Decreased by -0.12% | Nov 30, 23 |