| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKI | 1000.00% |
| 2 | IAK | 1000.00% |
| 3 | GLOF | 1000.00% |
| 4 | ILCB | 1000.00% |
| 5 | ILCV | 1000.00% |
| 6 | IMCB | 1000.00% |
| 7 | IMCV | 1000.00% |
| 8 | ITOT | 1000.00% |
| 9 | IUSV | 1000.00% |
| 10 | IWB | 1000.00% |
| 11 | IWD | 1000.00% |
| 12 | IWR | 1000.00% |
| 13 | IWS | 1000.00% |
| 14 | IWV | 1000.00% |
| 15 | IYF | 1000.00% |
| 16 | IYY | 1000.00% |
| 17 | JKD | 1000.00% |
| 18 | JKF | 1000.00% |
| 19 | JKG | 1000.00% |
| 20 | MBOX | 2.34% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 39.73M (16.44%) | 1.94M Increased by +4.88% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 26.97M (11.16%) | -324.12K Decreased by -1.20% | Sep 30, 23 |
| 3 | WINDACRE PARTNERSHIP LLC | 15.68M (6.49%) | 981.60K Increased by +6.26% | Sep 30, 23 |
| 4 | Brave Warrior Advisors LLC | 9.50M (3.93%) | 408.11K Increased by +4.30% | Sep 30, 23 |
| 5 | State Street Corporation | 9.08M (3.76%) | 2.90M Increased by +31.95% | Sep 30, 23 |
| 6 | Principal Financial Group Inc | 6.69M (2.77%) | 477.49K Increased by +7.14% | Sep 30, 23 |
| 7 | Cooke & Bieler LP | 6.46M (2.67%) | -290.54K Decreased by -4.50% | Sep 30, 23 |
| 8 | Charles Schwab Investment Management Inc | 6.02M (2.49%) | 86.45K Increased by +1.44% | Sep 30, 23 |
| 9 | Arnhold & S. Bleichroeder Advisers, LLC | 5.94M (2.46%) | 1.54M Increased by +25.84% | Sep 30, 23 |
| 10 | Morgan Stanley - Brokerage Accounts | 4.28M (1.77%) | 1.20M Increased by +28.15% | Sep 30, 23 |
| 11 | Geode Capital Management, LLC | 3.97M (1.64%) | 51.40K Increased by +1.29% | Sep 30, 23 |
| 12 | Dimensional Fund Advisors, Inc. | 3.87M (1.60%) | -96.39K Decreased by -2.49% | Sep 30, 23 |
| 13 | Davenport & Company LLC | 3.34M (1.38%) | 34.13K Increased by +1.02% | Sep 30, 23 |
| 14 | Bank of New York Mellon Corp | 3.06M (1.27%) | 1.18M Increased by +38.53% | Sep 30, 23 |
| 15 | Goldman Sachs Group Inc | 2.90M (1.20%) | 2.09M Increased by +72.32% | Sep 30, 23 |
| 16 | Confluence Investment Management LLC | 2.69M (1.11%) | -29.25K Decreased by -1.09% | Sep 30, 23 |
| 17 | Pictet Asset Manangement SA | 2.42M (1.00%) | 2.42M Increased by +100.00% | Sep 30, 23 |
| 18 | Nuveen Asset Management, LLC | 2.41M (1.00%) | 1.84M Increased by +76.45% | Sep 30, 23 |
| 19 | Northern Trust Corp | 2.36M (0.98%) | 698.32K Increased by +29.53% | Sep 30, 23 |
| 20 | Bank of America Corp | 2.36M (0.98%) | -317.93K Decreased by -13.46% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 8.09M (3.35%) | 8.97K Increased by +0.11% | Nov 30, 23 |
| 2 | iShares Core S&P Mid-Cap ETF | 7.84M (3.24%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 3 | iShares Select Dividend ETF | 6.60M (2.73%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 4 | Vanguard Mid Cap Index Institutional | 5.88M (2.43%) | 3.46K Increased by +0.06% | Nov 30, 23 |
| 5 | BlackRock Equity Dividend Instl | 4.98M (2.06%) | -83.74K Decreased by -1.68% | Nov 30, 23 |
| 6 | First Eagle Global A | 4.30M (1.78%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 7 | Schwab US Dividend Equity ETF™ | 4.07M (1.68%) | 594.00 Increased by +0.01% | Dec 30, 23 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 3.75M (1.55%) | 73.49K Increased by +1.96% | Nov 30, 23 |
| 9 | Principal Equity Income A | 3.50M (1.45%) | -32.55K Decreased by -0.93% | Nov 30, 23 |
| 10 | Vanguard Selected Value Inv | 2.33M (0.97%) | -10.70K Decreased by -0.46% | Sep 30, 23 |
| 11 | Confluence Equity Income | 2.22M (0.92%) | -59.02K Decreased by -2.66% | Sep 30, 23 |
| 12 | Vanguard Value Index Inv | 2.21M (0.92%) | 2.54K Increased by +0.11% | Nov 30, 23 |
| 13 | Vanguard Mid-Cap Value ETF | 2.08M (0.86%) | -9.24K Decreased by -0.44% | Nov 30, 23 |
| 14 | SPDR® S&P MIDCAP 400 ETF Trust | 2.07M (0.86%) | -17.82K Decreased by -0.86% | Nov 30, 23 |
| 15 | State St Russell Sm/Mid Cp® Indx NL Cl C | 1.51M (0.63%) | 28.10K Increased by +1.86% | Dec 31, 23 |
| 16 | iShares S&P Mid-Cap 400 Value ETF | 1.51M (0.63%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 17 | CREF Stock R1 | 1.47M (0.61%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | Fidelity® Extended Market Index | 1.39M (0.57%) | 12.71K Increased by +0.92% | Nov 30, 23 |
| 19 | BlackRock Large Cap Core (SMA) | 1.30M (0.54%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 20 | State St S&P Midcap® Indx SL Cl II | 1.23M (0.51%) | 7.20K Increased by +0.59% | Dec 31, 23 |