| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IVEG | 1000.00% |
| 2 | ISCB | 1000.00% |
| 3 | ISCV | 1000.00% |
| 4 | ITOT | 1000.00% |
| 5 | JKJ | 1000.00% |
| 6 | IVE | 1000.00% |
| 7 | IYY | 1000.00% |
| 8 | IYM | 1000.00% |
| 9 | IWV | 1000.00% |
| 10 | IUSV | 1000.00% |
| 11 | IWS | 1000.00% |
| 12 | IWR | 1000.00% |
| 13 | IWD | 1000.00% |
| 14 | IWB | 1000.00% |
| 15 | IVV | 1000.00% |
| 16 | PAGG | 8.52% |
| 17 | FXZ | 4.77% |
| 18 | KROP | 4.50% |
| 19 | RSPM | 3.84% |
| 20 | RTM | 3.62% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 14.34M (11.56%) | -58.97K Decreased by -0.41% | Sep 30, 23 |
| 2 | Wellington Management Company LLP | 10.88M (8.77%) | 1.63M Increased by +15.02% | Sep 30, 23 |
| 3 | BlackRock Inc | 10.25M (8.26%) | -969.10K Decreased by -9.46% | Sep 30, 23 |
| 4 | State Street Corporation | 5.50M (4.43%) | -252.01K Decreased by -4.58% | Sep 30, 23 |
| 5 | Ameriprise Financial Inc | 5.01M (4.03%) | -252.75K Decreased by -5.05% | Sep 30, 23 |
| 6 | Geode Capital Management, LLC | 2.85M (2.29%) | 192.03K Increased by +6.75% | Sep 30, 23 |
| 7 | Morgan Stanley - Brokerage Accounts | 2.82M (2.27%) | 639.92K Increased by +22.68% | Sep 30, 23 |
| 8 | Boston Partners Global Investors, Inc | 2.37M (1.91%) | -583.43K Decreased by -24.57% | Sep 30, 23 |
| 9 | Northern Trust Corp | 2.34M (1.89%) | 169.22K Increased by +7.23% | Sep 30, 23 |
| 10 | Manning & Napier Group, LLC | 2.25M (1.81%) | 833.85K Increased by +37.07% | Sep 30, 23 |
| 11 | King Luther Capital Management Corp | 2.07M (1.67%) | -669.39K Decreased by -32.32% | Sep 30, 23 |
| 12 | Amvescap Plc. | 1.76M (1.42%) | 484.50K Increased by +27.46% | Sep 30, 23 |
| 13 | Millennium Management LLC | 1.62M (1.30%) | 1.12M Increased by +69.18% | Sep 30, 23 |
| 14 | Citadel Advisors Llc | 1.60M (1.29%) | 584.27K Increased by +36.61% | Sep 30, 23 |
| 15 | FMR Inc | 1.47M (1.18%) | -519.75K Decreased by -35.46% | Sep 30, 23 |
| 16 | Tweedy, Browne Co LLC | 1.44M (1.16%) | 435.40K Increased by +30.16% | Sep 30, 23 |
| 17 | Jackson Square Partners, LLC | 1.29M (1.04%) | -103.75K Decreased by -8.04% | Sep 30, 23 |
| 18 | T. Rowe Price Associates, Inc. | 1.21M (0.97%) | -10.65K Decreased by -0.88% | Sep 30, 23 |
| 19 | Legal & General Group PLC | 1.11M (0.89%) | -36.44K Decreased by -3.28% | Sep 30, 23 |
| 20 | Deutsche Bank AG | 1.09M (0.88%) | 95.34K Increased by +8.74% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 3.92M (3.16%) | 4.75K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 3.04M (2.45%) | 33.14K Increased by +1.09% | Nov 30, 23 |
| 3 | Hartford Dividend and Growth Y | 2.99M (2.41%) | 415.37K Increased by +13.89% | Nov 30, 23 |
| 4 | Vanguard Mid Cap Index Institutional | 2.84M (2.28%) | 601.00 Increased by +0.02% | Nov 30, 23 |
| 5 | Vanguard Windsor Investor Shares | 2.19M (1.77%) | 493.81K Increased by +22.53% | Sep 30, 23 |
| 6 | Tweedy, Browne International Value Fund | 1.93M (1.56%) | 890.36K Increased by +46.10% | Dec 31, 23 |
| 7 | Invesco S&P 500® Equal Weight ETF | 1.69M (1.36%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 8 | SPDR® S&P 500 ETF Trust | 1.55M (1.25%) | -10.80K Decreased by -0.70% | Dec 31, 23 |
| 9 | Fidelity® 500 Index | 1.45M (1.17%) | 9.25K Increased by +0.64% | Nov 30, 23 |
| 10 | iShares Core S&P 500 ETF | 1.24M (1.00%) | 740.00 Increased by +0.06% | Dec 29, 23 |
| 11 | Vanguard Value Index Inv | 1.07M (0.86%) | 897.00 Increased by +0.08% | Nov 30, 23 |
| 12 | JHancock Disciplined Value Mid Cap I | 910.15K (0.73%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 13 | FlexShares Mstar Glbl Upstrm Nat Res ETF | 888.68K (0.72%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 14 | Columbia Select Large Cap Value A | 876.54K (0.71%) | -17.40K Decreased by -1.99% | Nov 30, 23 |
| 15 | Hartford Capital Appreciation Y | 855.76K (0.69%) | 164.30K Increased by +19.20% | Nov 30, 23 |
| 16 | Vanguard Institutional Index I | 830.05K (0.67%) | -2.80K Decreased by -0.34% | Nov 30, 23 |
| 17 | Manning & Napier Long Term Growth | 816.02K (0.66%) | 331.44K Increased by +40.62% | Sep 30, 23 |
| 18 | Foord International B | 778.89K (0.63%) | 778.89K Increased by +100.00% | Dec 31, 23 |
| 19 | Materials Select Sector SPDR® ETF | 701.24K (0.57%) | 36.27K Increased by +5.17% | Dec 29, 23 |
| 20 | Fidelity® Low-Priced Stock | 692.58K (0.56%) | -721.00 Decreased by -0.10% | Oct 31, 23 |