| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWD | 1000.00% |
| 2 | GLOF | 1000.00% |
| 3 | IAI | 1000.00% |
| 4 | ILCB | 1000.00% |
| 5 | ILCV | 1000.00% |
| 6 | JKF | 1000.00% |
| 7 | JKD | 1000.00% |
| 8 | IOO | 1000.00% |
| 9 | ITOT | 1000.00% |
| 10 | IUSV | 1000.00% |
| 11 | IVE | 1000.00% |
| 12 | IYY | 1000.00% |
| 13 | IVV | 1000.00% |
| 14 | IYG | 1000.00% |
| 15 | IYF | 1000.00% |
| 16 | IWB | 1000.00% |
| 17 | IXG | 1000.00% |
| 18 | IWF | 1000.00% |
| 19 | IWY | 1000.00% |
| 20 | IWX | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 28.84M (8.64%) | -149.52K Decreased by -0.52% | Sep 30, 23 |
| 2 | BlackRock Inc | 22.59M (6.76%) | -15.83K Decreased by -0.07% | Sep 30, 23 |
| 3 | State Street Corporation | 19.12M (5.72%) | -706.86K Decreased by -3.70% | Sep 30, 23 |
| 4 | Geode Capital Management, LLC | 6.17M (1.85%) | 84.22K Increased by +1.37% | Sep 30, 23 |
| 5 | Morgan Stanley - Brokerage Accounts | 5.69M (1.70%) | 412.38K Increased by +7.24% | Sep 30, 23 |
| 6 | Capital World Investors | 5.67M (1.70%) | -2.19M Decreased by -38.54% | Sep 30, 23 |
| 7 | Dodge & Cox | 5.54M (1.66%) | -61.23K Decreased by -1.10% | Sep 30, 23 |
| 8 | Fisher Asset Management, LLC | 5.37M (1.61%) | 173.81K Increased by +3.24% | Sep 30, 23 |
| 9 | Massachusetts Financial Services Company | 5.17M (1.55%) | -1.35M Decreased by -26.11% | Sep 30, 23 |
| 10 | T. Rowe Price Associates, Inc. | 4.68M (1.40%) | 291.55K Increased by +6.23% | Sep 30, 23 |
| 11 | Bank of New York Mellon Corp | 4.14M (1.24%) | 41.49K Increased by +1.00% | Sep 30, 23 |
| 12 | Bank of America Corp | 3.44M (1.03%) | 748.07K Increased by +21.72% | Sep 30, 23 |
| 13 | Northern Trust Corp | 3.34M (1.00%) | 104.42K Increased by +3.13% | Sep 30, 23 |
| 14 | AllianceBernstein L.P. | 3.26M (0.98%) | -31.62K Decreased by -0.97% | Sep 30, 23 |
| 15 | Amvescap Plc. | 2.79M (0.84%) | 159.51K Increased by +5.71% | Sep 30, 23 |
| 16 | Eagle Capital Management LLC | 2.68M (0.80%) | -127.33K Decreased by -4.76% | Sep 30, 23 |
| 17 | Greenhaven Associates Inc | 2.33M (0.70%) | 58.37K Increased by +2.50% | Sep 30, 23 |
| 18 | Legal & General Group PLC | 2.22M (0.66%) | -93.66K Decreased by -4.22% | Sep 30, 23 |
| 19 | Putnam Investments LLC | 2.21M (0.66%) | -35.79K Decreased by -1.62% | Sep 30, 23 |
| 20 | Dimensional Fund Advisors, Inc. | 2.17M (0.65%) | -64.13K Decreased by -2.95% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 9.48M (2.84%) | 11.99K Increased by +0.13% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 7.38M (2.21%) | 73.36K Increased by +0.99% | Nov 30, 23 |
| 3 | SPDR® Dow Jones Industrial Avrg ETF Tr | 5.68M (1.70%) | 29.65K Increased by +0.52% | Dec 31, 23 |
| 4 | SPDR® S&P 500 ETF Trust | 4.02M (1.20%) | -28.18K Decreased by -0.70% | Dec 31, 23 |
| 5 | Dodge & Cox Stock I | 3.99M (1.20%) | 3.97M Increased by +99.51% | Sep 30, 23 |
| 6 | Fidelity® 500 Index | 3.84M (1.15%) | 24.45K Increased by +0.64% | Nov 30, 23 |
| 7 | iShares Core S&P 500 ETF | 3.25M (0.97%) | 1.94K Increased by +0.06% | Dec 29, 23 |
| 8 | Vanguard Value Index Inv | 2.58M (0.77%) | 8.30K Increased by +0.32% | Nov 30, 23 |
| 9 | American Funds Income Fund of Amer A | 2.17M (0.65%) | -127.70K Decreased by -5.88% | Sep 30, 23 |
| 10 | Financial Select Sector SPDR® ETF | 2.14M (0.64%) | 4.37K Increased by +0.20% | Dec 31, 23 |
| 11 | Vanguard Institutional Index I | 1.99M (0.60%) | -4.80K Decreased by -0.24% | Nov 30, 23 |
| 12 | Vanguard Dividend Appreciation ETF | 1.90M (0.57%) | 13.12K Increased by +0.69% | Nov 30, 23 |
| 13 | Loomis Sayles Core | 1.64M (0.49%) | 1.64M Increased by +100.00% | Sep 30, 23 |
| 14 | State St S&P 500® Indx SL Cl III | 1.56M (0.47%) | -19.10K Decreased by -1.23% | Dec 31, 23 |
| 15 | Vanguard High Dividend Yield ETF | 1.45M (0.43%) | -3.65K Decreased by -0.25% | Nov 30, 23 |
| 16 | Putnam Large Cap Value A | 1.22M (0.37%) | 24.64K Increased by +2.01% | Dec 31, 23 |
| 17 | Putnam US Large Cap Value Equity | 1.20M (0.36%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 18 | Blackrock Eq Idx Fund CF | 1.17M (0.35%) | -4.10K Decreased by -0.35% | Dec 31, 23 |
| 19 | Capital Group Growth Fnd of Amer Comp | 1.15M (0.34%) | -636.19K Decreased by -55.45% | Sep 30, 23 |