| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ILCB | 1000.00% |
| 2 | JKG | 1000.00% |
| 3 | JKF | 1000.00% |
| 4 | JKE | 1000.00% |
| 5 | JKD | 1000.00% |
| 6 | IYY | 1000.00% |
| 7 | IXG | 1000.00% |
| 8 | IWV | 1000.00% |
| 9 | IWS | 1000.00% |
| 10 | IWR | 1000.00% |
| 11 | JKI | 1000.00% |
| 12 | IWD | 1000.00% |
| 13 | IWB | 1000.00% |
| 14 | IVV | 1000.00% |
| 15 | IVE | 1000.00% |
| 16 | IUSV | 1000.00% |
| 17 | ITOT | 1000.00% |
| 18 | IMCV | 1000.00% |
| 19 | IMCG | 1000.00% |
| 20 | IMCB | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 24.97M (9.68%) | -442.24K Decreased by -1.77% | Sep 30, 23 |
| 2 | BlackRock Inc | 17.80M (6.90%) | -584.56K Decreased by -3.28% | Sep 30, 23 |
| 3 | T. Rowe Price Associates, Inc. | 11.88M (4.60%) | -642.56K Decreased by -5.41% | Sep 30, 23 |
| 4 | Wellington Management Company LLP | 11.15M (4.32%) | -371.50K Decreased by -3.33% | Sep 30, 23 |
| 5 | State Street Corporation | 10.33M (4.00%) | -429.09K Decreased by -4.16% | Sep 30, 23 |
| 6 | FMR Inc | 9.35M (3.62%) | 2.70M Increased by +28.92% | Sep 30, 23 |
| 7 | Synovus Financial Corp | 8.16M (3.16%) | -40.38K Decreased by -0.49% | Sep 30, 23 |
| 8 | Orbis Allan Gray Ltd | 7.14M (2.77%) | -98.22K Decreased by -1.38% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 5.58M (2.16%) | 69.26K Increased by +1.24% | Sep 30, 23 |
| 10 | Boston Partners Global Investors, Inc | 5.14M (1.99%) | 1.48M Increased by +28.81% | Sep 30, 23 |
| 11 | Franklin Resources Inc | 4.96M (1.92%) | 18.31K Increased by +0.37% | Sep 30, 23 |
| 12 | Victory Capital Management Inc. | 3.50M (1.36%) | 116.66K Increased by +3.33% | Sep 30, 23 |
| 13 | Morgan Stanley - Brokerage Accounts | 3.40M (1.32%) | 89.06K Increased by +2.62% | Sep 30, 23 |
| 14 | Ameriprise Financial Inc | 3.29M (1.27%) | 2.54M Increased by +77.19% | Sep 30, 23 |
| 15 | Nordea Investment Mgmt Bank Demark A/s | 2.90M (1.13%) | -630.73K Decreased by -21.72% | Sep 30, 23 |
| 16 | Northern Trust Corp | 2.84M (1.10%) | 70.61K Increased by +2.49% | Sep 30, 23 |
| 17 | Harris Associates L.P. | 2.79M (1.08%) | 507.70K Increased by +18.19% | Sep 30, 23 |
| 18 | HHG PLC | 2.16M (0.84%) | -24.92K Decreased by -1.15% | Sep 30, 23 |
| 19 | Artisan Partners Limited Partnership | 2.06M (0.80%) | -238.25K Decreased by -11.56% | Sep 30, 23 |
| 20 | Bank of America Corp | 2.00M (0.78%) | 40.24K Increased by +2.01% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 6.33M (2.45%) | 10.10K Increased by +0.16% | Nov 30, 23 |
| 2 | Vanguard Wellington™ Inv | 5.57M (2.16%) | -83.06K Decreased by -1.49% | Sep 30, 23 |
| 3 | Vanguard Institutional 500 Index Trust | 4.98M (1.93%) | 58.15K Increased by +1.17% | Nov 30, 23 |
| 4 | Vanguard Mid Cap Index Institutional | 4.61M (1.79%) | 5.22K Increased by +0.11% | Nov 30, 23 |
| 5 | SPDR® S&P 500 ETF Trust | 3.21M (1.24%) | -22.48K Decreased by -0.70% | Dec 31, 23 |
| 6 | Fidelity® 500 Index | 3.03M (1.17%) | 19.28K Increased by +0.64% | Nov 30, 23 |
| 7 | iShares Core S&P 500 ETF | 2.59M (1.01%) | 1.55K Increased by +0.06% | Dec 29, 23 |
| 8 | Victory Sycamore Established Value R | 2.36M (0.91%) | 75.00K Increased by +3.18% | Sep 30, 23 |
| 9 | Vanguard Value Index Inv | 2.22M (0.86%) | 2.87K Increased by +0.13% | Nov 30, 23 |
| 10 | Oakmark Investor | 2.20M (0.85%) | 400.00K Increased by +18.18% | Sep 30, 23 |
| 11 | Vanguard Mid-Cap Value ETF | 2.09M (0.81%) | -9.24K Decreased by -0.44% | Nov 30, 23 |
| 12 | Orbis Global Equity Investor | 1.92M (0.74%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 13 | Fidelity Advisor® Growth Opps M | 1.80M (0.70%) | 330.70K Increased by +18.36% | Nov 30, 23 |
| 14 | Franklin Mutual Global Discovery Z | 1.78M (0.69%) | 158.76K Increased by +8.93% | Nov 30, 23 |
| 15 | T. Rowe Price Lrg Cp Gr I | 1.74M (0.67%) | 134.87K Increased by +7.75% | Sep 30, 23 |
| 16 | T. Rowe Price US Large-Cap Growth Equity | 1.74M (0.67%) | 134.87K Increased by +7.75% | Sep 30, 23 |
| 17 | Vanguard Institutional Index I | 1.73M (0.67%) | -3.15K Decreased by -0.18% | Nov 30, 23 |
| 18 | Financial Select Sector SPDR® ETF | 1.71M (0.66%) | 3.48K Increased by +0.20% | Dec 31, 23 |
| 19 | T. Rowe Price Mid-Cap Value | 1.61M (0.62%) | 16.47K Increased by +1.03% | Sep 30, 23 |
| 20 | T. Rowe Price US Mid-Cap Value Equity | 1.61M (0.62%) | 16.47K Increased by +1.03% | Sep 30, 23 |