| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IBLC | 1000.00% |
| 2 | IYC | 1000.00% |
| 3 | IYY | 1000.00% |
| 4 | IXP | 1000.00% |
| 5 | JKI | 1000.00% |
| 6 | IWV | 1000.00% |
| 7 | GLOF | 1000.00% |
| 8 | JKG | 1000.00% |
| 9 | IWS | 1000.00% |
| 10 | IWR | 1000.00% |
| 11 | IWD | 1000.00% |
| 12 | IWB | 1000.00% |
| 13 | IVV | 1000.00% |
| 14 | JKF | 1000.00% |
| 15 | IVE | 1000.00% |
| 16 | IUSV | 1000.00% |
| 17 | ITOT | 1000.00% |
| 18 | IMCV | 1000.00% |
| 19 | IMCB | 1000.00% |
| 20 | ILCV | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 36.69M (9.73%) | -2.62M Decreased by -7.15% | Sep 30, 23 |
| 2 | Dodge & Cox | 30.04M (7.97%) | -8.66M Decreased by -28.82% | Sep 30, 23 |
| 3 | Vanguard Group Inc | 29.09M (7.71%) | -1.42M Decreased by -4.89% | Sep 30, 23 |
| 4 | Independent Franchise Partners LLP | 18.62M (4.94%) | -194.79K Decreased by -1.05% | Sep 30, 23 |
| 5 | State Street Corporation | 12.87M (3.41%) | -687.05K Decreased by -5.34% | Sep 30, 23 |
| 6 | Ninety One UK Limited | 11.33M (3.01%) | -561.26K Decreased by -4.95% | Sep 30, 23 |
| 7 | LSV Asset Management | 7.61M (2.02%) | -32.90K Decreased by -0.43% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 6.10M (1.62%) | -249.73K Decreased by -4.09% | Sep 30, 23 |
| 9 | Northern Trust Corp | 5.64M (1.50%) | 2.28M Increased by +40.42% | Sep 30, 23 |
| 10 | Pacer Advisors, INC. | 3.84M (1.02%) | 148.29K Increased by +3.86% | Sep 30, 23 |
| 11 | Amvescap Plc. | 3.51M (0.93%) | -11.69K Decreased by -0.33% | Sep 30, 23 |
| 12 | Dimensional Fund Advisors, Inc. | 3.34M (0.89%) | -379.30K Decreased by -11.36% | Sep 30, 23 |
| 13 | Bank of America Corp | 3.12M (0.83%) | -798.44K Decreased by -25.58% | Sep 30, 23 |
| 14 | D. E. Shaw & Co LP | 2.92M (0.77%) | 650.68K Increased by +22.32% | Sep 30, 23 |
| 15 | Morgan Stanley - Brokerage Accounts | 2.68M (0.71%) | -153.09K Decreased by -5.71% | Sep 30, 23 |
| 16 | Yacktman Asset Management Co | 2.62M (0.69%) | -6.80K Decreased by -0.26% | Sep 30, 23 |
| 17 | Wayne Hummer Asset Mgmt Company | 2.41M (0.64%) | 688.19K Increased by +28.51% | Sep 30, 23 |
| 18 | UBS Asset Mgmt Americas Inc | 2.33M (0.62%) | 553.05K Increased by +23.69% | Sep 30, 23 |
| 19 | Legal & General Group PLC | 2.32M (0.62%) | -133.18K Decreased by -5.73% | Sep 30, 23 |
| 20 | Charles Schwab Investment Management Inc | 2.28M (0.61%) | 684.28K Increased by +29.97% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Dodge & Cox Stock I | 22.50M (5.97%) | 22.41M Increased by +99.58% | Sep 30, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 8.13M (2.16%) | 13.34K Increased by +0.16% | Nov 30, 23 |
| 3 | Vanguard Institutional 500 Index Trust | 6.13M (1.62%) | 64.41K Increased by +1.05% | Nov 30, 23 |
| 4 | Vanguard Mid Cap Index Institutional | 5.72M (1.52%) | 2.56K Increased by +0.04% | Nov 30, 23 |
| 5 | Communication Services Sel Sect SPDR®ETF | 5.44M (1.44%) | 22.95K Increased by +0.42% | Dec 29, 23 |
| 6 | Pacer US Cash Cows 100 ETF | 4.25M (1.13%) | 8.81K Increased by +0.21% | Nov 30, 23 |
| 7 | Ninety One GSF Glb Frchs I Acc USD | 4.17M (1.11%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 8 | Ninety One Global Franchise | 4.17M (1.11%) | -72.18K Decreased by -1.73% | Sep 30, 23 |
| 9 | BlackRock Equity Dividend Instl | 4.16M (1.10%) | -69.90K Decreased by -1.68% | Nov 30, 23 |
| 10 | SPDR® S&P 500 ETF Trust | 3.05M (0.81%) | -21.46K Decreased by -0.70% | Dec 31, 23 |
| 11 | Fidelity® 500 Index | 2.94M (0.78%) | 13.25K Increased by +0.45% | Nov 30, 23 |
| 12 | iShares Core S&P 500 ETF | 2.46M (0.65%) | 1.47K Increased by +0.06% | Dec 29, 23 |
| 13 | AMG Yacktman I | 2.40M (0.64%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 14 | Vanguard Value Index Inv | 2.29M (0.61%) | 24.15K Increased by +1.06% | Nov 30, 23 |
| 15 | Independent Franchise Partners US Equity | 2.15M (0.57%) | 0.00 Increased by 0.00% | Sep 29, 23 |
| 16 | Invesco S&P 500® Equal Weight ETF | 2.11M (0.56%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 17 | Vanguard Mid-Cap Value ETF | 2.03M (0.54%) | -8.53K Decreased by -0.42% | Nov 30, 23 |
| 18 | Vanguard Institutional Index I | 1.65M (0.44%) | -5.69K Decreased by -0.35% | Nov 30, 23 |
| 19 | Dodge & Cox Balanced Composite | 1.25M (0.33%) | -87.50K Decreased by -7.03% | Sep 30, 23 |
| 20 | Dodge & Cox Balanced I | 1.25M (0.33%) | -87.50K Decreased by -7.03% | Sep 30, 23 |