| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IMCB | 1000.00% |
| 2 | IWB | 1000.00% |
| 3 | IUSV | 1000.00% |
| 4 | IUSG | 1000.00% |
| 5 | ITOT | 1000.00% |
| 6 | IMCV | 1000.00% |
| 7 | ILCV | 1000.00% |
| 8 | JKI | 1000.00% |
| 9 | ILCB | 1000.00% |
| 10 | JKG | 1000.00% |
| 11 | JKF | 1000.00% |
| 12 | JKD | 1000.00% |
| 13 | IYY | 1000.00% |
| 14 | IYR | 1000.00% |
| 15 | IWV | 1000.00% |
| 16 | IWS | 1000.00% |
| 17 | IWR | 1000.00% |
| 18 | IWD | 1000.00% |
| 19 | HOTL | 4.39% |
| 20 | BYRE | 4.37% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 37.57M (14.73%) | 555.33K Increased by +1.48% | Sep 30, 23 |
| 2 | BlackRock Inc | 30.62M (12.01%) | 11.65M Increased by +38.05% | Sep 30, 23 |
| 3 | State Street Corporation | 11.12M (4.36%) | 1.94M Increased by +17.42% | Sep 30, 23 |
| 4 | Capital World Investors | 10.79M (4.23%) | -258.43K Decreased by -2.39% | Sep 30, 23 |
| 5 | Capital Research & Mgmt Co - Division 3 | 9.92M (3.89%) | -1.76M Decreased by -17.76% | Sep 30, 23 |
| 6 | Putnam Investments LLC | 9.23M (3.62%) | 43.91K Increased by +0.48% | Sep 30, 23 |
| 7 | Wellington Management Company LLP | 9.02M (3.54%) | -2.81M Decreased by -31.09% | Sep 30, 23 |
| 8 | Principal Financial Group Inc | 8.77M (3.44%) | 1.19M Increased by +13.55% | Sep 30, 23 |
| 9 | BAMCO Inc | 8.42M (3.30%) | -6.30K Decreased by -0.07% | Sep 30, 23 |
| 10 | FMR Inc | 6.44M (2.52%) | 340.78K Increased by +5.29% | Sep 30, 23 |
| 11 | Dodge & Cox | 6.10M (2.39%) | -46.68K Decreased by -0.77% | Sep 30, 23 |
| 12 | Allspring Global Investments Holdings, LLC | 5.00M (1.96%) | 124.45K Increased by +2.49% | Sep 30, 23 |
| 13 | Geode Capital Management, LLC | 4.65M (1.82%) | 173.56K Increased by +3.73% | Sep 30, 23 |
| 14 | Morgan Stanley - Brokerage Accounts | 4.06M (1.59%) | -169.24K Decreased by -4.17% | Sep 30, 23 |
| 15 | Dimensional Fund Advisors, Inc. | 3.68M (1.45%) | 7.73K Increased by +0.21% | Sep 30, 23 |
| 16 | Amvescap Plc. | 3.30M (1.29%) | 1.17M Increased by +35.30% | Sep 30, 23 |
| 17 | Nuveen Asset Management, LLC | 3.06M (1.20%) | 143.55K Increased by +4.69% | Sep 30, 23 |
| 18 | Charles Schwab Investment Management Inc | 2.99M (1.17%) | 57.16K Increased by +1.91% | Sep 30, 23 |
| 19 | Bank of New York Mellon Corp | 2.91M (1.14%) | 1.28M Increased by +43.99% | Sep 30, 23 |
| 20 | Citadel Advisors Llc | 2.57M (1.01%) | 1.80M Increased by +70.06% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | American Funds Income Fund of Amer A | 10.79M (4.23%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 2 | Vanguard Real Estate Index Investor | 10.65M (4.18%) | -161.46K Decreased by -1.52% | Nov 30, 23 |
| 3 | iShares Core S&P Mid-Cap ETF | 8.10M (3.18%) | -1.47K Decreased by -0.02% | Dec 29, 23 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 7.79M (3.06%) | 7.34K Increased by +0.09% | Nov 30, 23 |
| 5 | Vanguard Small Cap Index | 6.46M (2.53%) | 24.15K Increased by +0.37% | Nov 30, 23 |
| 6 | Baron Growth Retail | 5.38M (2.11%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 7 | Baron Small Cap Growth Strategy | 5.38M (2.11%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 8 | American Funds American Balanced A | 5.30M (2.08%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 9 | Putnam Large Cap Value A | 4.66M (1.83%) | 93.81K Increased by +2.01% | Dec 31, 23 |
| 10 | Putnam US Large Cap Value Equity | 4.57M (1.79%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 11 | Vanguard Small Cap Value Index Inv | 4.49M (1.76%) | 11.59K Increased by +0.26% | Nov 30, 23 |
| 12 | Dodge & Cox Stock I | 4.47M (1.75%) | 4.47M Increased by +100.00% | Sep 30, 23 |
| 13 | Allspring Special Mid Cap Value Inst | 4.25M (1.67%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 14 | Allspring Special US Mid Cap Value Eq | 4.25M (1.67%) | 147.50K Increased by +3.47% | Sep 30, 23 |
| 15 | American Funds Capital Income Bldr A | 4.09M (1.60%) | -551.80K Decreased by -13.49% | Sep 30, 23 |
| 16 | Vanguard Institutional Extnd Mkt Idx Tr | 3.81M (1.49%) | 81.61K Increased by +2.14% | Nov 30, 23 |
| 17 | Principal Real Estate Securities R5 | 2.71M (1.06%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | Hartford Balanced Income Y | 2.12M (0.83%) | -39.84K Decreased by -1.88% | Nov 30, 23 |
| 19 | SPDR® S&P MIDCAP 400 ETF Trust | 2.10M (0.82%) | -18.09K Decreased by -0.86% | Nov 30, 23 |
| 20 | Fidelity US REIT Mother Fund | 2.10M (0.82%) | 273.00K Increased by +13.00% | Sep 15, 23 |