| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWS | 1000.00% |
| 2 | ISCV | 1000.00% |
| 3 | ITOT | 1000.00% |
| 4 | IUSV | 1000.00% |
| 5 | IVE | 1000.00% |
| 6 | GLOF | 1000.00% |
| 7 | IVV | 1000.00% |
| 8 | IWB | 1000.00% |
| 9 | IWD | 1000.00% |
| 10 | IWR | 1000.00% |
| 11 | JKJ | 1000.00% |
| 12 | IYY | 1000.00% |
| 13 | IYF | 1000.00% |
| 14 | IXG | 1000.00% |
| 15 | IWV | 1000.00% |
| 16 | IAK | 1000.00% |
| 17 | ISCB | 1000.00% |
| 18 | KIE | 2.25% |
| 19 | RYF | 1.34% |
| 20 | FXO | 1.34% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 10.88M (11.94%) | 181.82K Increased by +1.67% | Sep 30, 23 |
| 2 | BlackRock Inc | 6.20M (6.80%) | -11.23K Decreased by -0.18% | Sep 30, 23 |
| 3 | Wellington Management Company LLP | 5.05M (5.55%) | -180.78K Decreased by -3.58% | Sep 30, 23 |
| 4 | JPMorgan Chase & Co | 4.25M (4.66%) | 168.13K Increased by +3.96% | Sep 30, 23 |
| 5 | State Street Corporation | 3.79M (4.16%) | -173.43K Decreased by -4.58% | Sep 30, 23 |
| 6 | Boston Partners Global Investors, Inc | 2.39M (2.62%) | -20.58K Decreased by -0.86% | Sep 30, 23 |
| 7 | FMR Inc | 2.38M (2.62%) | -8.31K Decreased by -0.35% | Sep 30, 23 |
| 8 | Cooke & Bieler LP | 2.31M (2.54%) | 25.58K Increased by +1.11% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 2.03M (2.23%) | 3.74K Increased by +0.18% | Sep 30, 23 |
| 10 | Amvescap Plc. | 1.90M (2.09%) | 67.75K Increased by +3.56% | Sep 30, 23 |
| 11 | Goldman Sachs Group Inc | 1.38M (1.52%) | -16.20K Decreased by -1.17% | Sep 30, 23 |
| 12 | Regions Financial Corp | 1.22M (1.34%) | -166.96K Decreased by -13.69% | Sep 30, 23 |
| 13 | Dimensional Fund Advisors, Inc. | 1.17M (1.29%) | 16.55K Increased by +1.41% | Sep 30, 23 |
| 14 | Morgan Stanley - Brokerage Accounts | 1.14M (1.25%) | 74.04K Increased by +6.48% | Sep 30, 23 |
| 15 | Apg All Pensions Group | 1.04M (1.14%) | -21.78K Decreased by -2.09% | Sep 30, 23 |
| 16 | Northern Trust Corp | 949.97K (1.04%) | -143.59K Decreased by -15.12% | Sep 30, 23 |
| 17 | Berkshire Hathaway Inc | 831.01K (0.91%) | -1.68M Decreased by -202.71% | Sep 30, 23 |
| 18 | Nuveen Asset Management, LLC | 830.42K (0.91%) | 116.85K Increased by +14.07% | Sep 30, 23 |
| 19 | Bank of New York Mellon Corp | 821.84K (0.90%) | -15.88K Decreased by -1.93% | Sep 30, 23 |
| 20 | Equity Investment Corp | 727.66K (0.80%) | 13.88K Increased by +1.91% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 2.81M (3.08%) | 2.65K Increased by +0.09% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 2.12M (2.33%) | 20.86K Increased by +0.98% | Nov 30, 23 |
| 3 | Vanguard Windsor Investor Shares | 1.55M (1.70%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 4 | JHancock Disciplined Value Mid Cap I | 1.38M (1.51%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 5 | Vanguard Small Cap Index | 1.17M (1.28%) | 4.86K Increased by +0.42% | Nov 30, 23 |
| 6 | SPDR® S&P 500 ETF Trust | 1.06M (1.16%) | -7.45K Decreased by -0.71% | Dec 31, 23 |
| 7 | Vanguard Mid Cap Index Institutional | 1.02M (1.12%) | 1.89K Increased by +0.18% | Nov 30, 23 |
| 8 | Fidelity® 500 Index | 1.01M (1.11%) | 6.45K Increased by +0.64% | Nov 30, 23 |
| 9 | Vanguard Selected Value Inv | 988.52K (1.08%) | -4.30K Decreased by -0.43% | Sep 30, 23 |
| 10 | iShares Core S&P 500 ETF | 853.12K (0.94%) | 510.00 Increased by +0.06% | Dec 29, 23 |
| 11 | Vanguard Small Cap Value Index Inv | 811.01K (0.89%) | 2.57K Increased by +0.32% | Nov 30, 23 |
| 12 | JPM US Mid Cap Value-MA | 792.41K (0.87%) | 790.13K Increased by +99.71% | Sep 30, 23 |
| 13 | JPMorgan Mid Cap Value L | 792.41K (0.87%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 14 | JPM US Mid Cap Value-Composite | 777.45K (0.85%) | -14.96K Decreased by -1.92% | Dec 31, 23 |
| 15 | Invesco S&P 500® Equal Weight ETF | 773.35K (0.85%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 16 | Invesco S&P 500® Low Volatility ETF | 646.75K (0.71%) | -1.45K Decreased by -0.22% | Dec 29, 23 |
| 17 | Vanguard Institutional Index I | 580.44K (0.64%) | -1.95K Decreased by -0.34% | Nov 30, 23 |
| 18 | Financial Select Sector SPDR® ETF | 567.26K (0.62%) | 1.15K Increased by +0.20% | Dec 31, 23 |
| 19 | Vanguard Dividend Appreciation ETF | 500.96K (0.55%) | 3.43K Increased by +0.69% | Nov 30, 23 |
| 20 | Pzena Mid Cap Value | 422.32K (0.46%) | 0.00 Increased by 0.00% | Dec 31, 23 |