| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWF | 1000.00% |
| 2 | IUSG | 1000.00% |
| 3 | IUSV | 1000.00% |
| 4 | IVE | 1000.00% |
| 5 | IVV | 1000.00% |
| 6 | IVW | 1000.00% |
| 7 | IWB | 1000.00% |
| 8 | JKG | 1000.00% |
| 9 | JKE | 1000.00% |
| 10 | IWD | 1000.00% |
| 11 | JKD | 1000.00% |
| 12 | IYY | 1000.00% |
| 13 | EXI | 1000.00% |
| 14 | IYM | 1000.00% |
| 15 | IWV | 1000.00% |
| 16 | IWS | 1000.00% |
| 17 | IWR | 1000.00% |
| 18 | IWP | 1000.00% |
| 19 | ILCB | 1000.00% |
| 20 | ILCG | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 69.63M (12.21%) | -103.39K Decreased by -0.15% | Sep 30, 23 |
| 2 | BlackRock Inc | 45.13M (7.92%) | 76.79K Increased by +0.17% | Sep 30, 23 |
| 3 | State Street Corporation | 28.11M (4.93%) | 643.58K Increased by +2.29% | Sep 30, 23 |
| 4 | Bank of New York Mellon Corp | 24.13M (4.23%) | -493.77K Decreased by -2.05% | Sep 30, 23 |
| 5 | Geode Capital Management, LLC | 14.41M (2.53%) | 286.32K Increased by +1.99% | Sep 30, 23 |
| 6 | Charles Schwab Investment Management Inc | 13.83M (2.43%) | 423.11K Increased by +3.06% | Sep 30, 23 |
| 7 | Bank of America Corp | 8.82M (1.55%) | -65.84K Decreased by -0.75% | Sep 30, 23 |
| 8 | Morgan Stanley - Brokerage Accounts | 8.58M (1.51%) | 337.17K Increased by +3.93% | Sep 30, 23 |
| 9 | Principal Financial Group Inc | 7.81M (1.37%) | -51.60K Decreased by -0.66% | Sep 30, 23 |
| 10 | Northern Trust Corp | 7.44M (1.31%) | 413.57K Increased by +5.56% | Sep 30, 23 |
| 11 | Baird Financial Group, Inc. | 6.88M (1.21%) | 219.25K Increased by +3.18% | Sep 30, 23 |
| 12 | Amvescap Plc. | 6.75M (1.18%) | 957.09K Increased by +14.19% | Sep 30, 23 |
| 13 | Royal Bank of Canada | 6.65M (1.17%) | 568.37K Increased by +8.54% | Sep 30, 23 |
| 14 | Cantillon Capital Management LLC | 5.55M (0.97%) | -21.60K Decreased by -0.39% | Sep 30, 23 |
| 15 | Franklin Resources Inc | 4.63M (0.81%) | -278.84K Decreased by -6.03% | Sep 30, 23 |
| 16 | Legal & General Group PLC | 4.49M (0.79%) | -114.92K Decreased by -2.56% | Sep 30, 23 |
| 17 | London Company of Virginia | 4.42M (0.77%) | -166.95K Decreased by -3.78% | Sep 30, 23 |
| 18 | Goldman Sachs Group Inc | 4.39M (0.77%) | 84.06K Increased by +1.91% | Sep 30, 23 |
| 19 | UBS Asset Mgmt Americas Inc | 3.91M (0.69%) | 393.74K Increased by +10.08% | Sep 30, 23 |
| 20 | DF Dent & Co Inc | 3.74M (0.66%) | -30.05K Decreased by -0.80% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 17.90M (3.14%) | 33.44K Increased by +0.19% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 13.92M (2.44%) | 125.04K Increased by +0.90% | Nov 30, 23 |
| 3 | Vanguard Mid Cap Index Institutional | 12.99M (2.28%) | 12.29K Increased by +0.09% | Nov 30, 23 |
| 4 | Invesco QQQ Trust | 10.45M (1.83%) | 23.25K Increased by +0.22% | Dec 29, 23 |
| 5 | Schwab US Dividend Equity ETF™ | 8.99M (1.58%) | 1.31K Increased by +0.01% | Dec 30, 23 |
| 6 | SPDR® S&P 500 ETF Trust | 7.10M (1.25%) | 56.27K Increased by +0.79% | Dec 29, 23 |
| 7 | Fidelity® 500 Index | 6.66M (1.17%) | 42.37K Increased by +0.64% | Nov 30, 23 |
| 8 | iShares Core S&P 500 ETF | 5.69M (1.00%) | 3.40K Increased by +0.06% | Dec 29, 23 |
| 9 | Principal Aligned MidCap Equity | 5.25M (0.92%) | -29.75K Decreased by -0.57% | Sep 30, 23 |
| 10 | Principal MidCap R5 | 5.20M (0.91%) | -15.18K Decreased by -0.29% | Nov 30, 23 |
| 11 | Vanguard Growth Index Investor | 5.03M (0.88%) | 27.87K Increased by +0.55% | Nov 30, 23 |
| 12 | Vanguard Mid-Cap Growth ETF | 3.97M (0.70%) | 12.46K Increased by +0.31% | Nov 30, 23 |
| 13 | SPDR® S&P Dividend ETF | 3.92M (0.69%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 14 | Vanguard Institutional Index I | 3.81M (0.67%) | -7.87K Decreased by -0.21% | Nov 30, 23 |
| 15 | Vanguard Dividend Appreciation ETF | 3.30M (0.58%) | 17.95K Increased by +0.54% | Nov 30, 23 |
| 16 | Global X US Infrastructure Dev ETF | 2.84M (0.50%) | -12.11K Decreased by -0.43% | Dec 29, 23 |
| 17 | State St S&P 500® Indx SL Cl III | 2.73M (0.48%) | 11.20K Increased by +0.41% | Nov 30, 23 |
| 18 | Franklin Growth A | 2.61M (0.46%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 19 | Franklin Growth Fund A | 2.61M (0.46%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | Vanguard High Dividend Yield ETF | 2.57M (0.45%) | -3.20K Decreased by -0.12% | Nov 30, 23 |