| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWR | 1000.00% |
| 2 | JKK | 1000.00% |
| 3 | IVE | 1000.00% |
| 4 | ITOT | 1000.00% |
| 5 | ISCG | 1000.00% |
| 6 | ISCB | 1000.00% |
| 7 | IVV | 1000.00% |
| 8 | JKJ | 1000.00% |
| 9 | IYC | 1000.00% |
| 10 | IWB | 1000.00% |
| 11 | IWD | 1000.00% |
| 12 | IWF | 1000.00% |
| 13 | IWV | 1000.00% |
| 14 | IUSV | 1000.00% |
| 15 | IWS | 1000.00% |
| 16 | IWP | 1000.00% |
| 17 | DIVC | 3.33% |
| 18 | WBIG | 1.92% |
| 19 | RCD | 1.78% |
| 20 | SDEI | 1.74% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 15.75M (12.04%) | 55.26K Increased by +0.35% | Sep 30, 23 |
| 2 | BlackRock Inc | 12.18M (9.31%) | 155.43K Increased by +1.28% | Sep 30, 23 |
| 3 | Capital Research Global Investors | 12.11M (9.25%) | 2.20M Increased by +18.20% | Sep 30, 23 |
| 4 | State Street Corporation | 6.96M (5.32%) | -98.51K Decreased by -1.42% | Sep 30, 23 |
| 5 | Bank of New York Mellon Corp | 3.28M (2.51%) | 1.42M Increased by +43.38% | Sep 30, 23 |
| 6 | Morgan Stanley - Brokerage Accounts | 3.20M (2.44%) | -906.98K Decreased by -28.35% | Sep 30, 23 |
| 7 | Geode Capital Management, LLC | 3.02M (2.31%) | 56.21K Increased by +1.86% | Sep 30, 23 |
| 8 | Citadel Advisors Llc | 2.78M (2.12%) | 409.62K Increased by +14.75% | Sep 30, 23 |
| 9 | Marshall Wace Asset Management Ltd | 2.72M (2.08%) | -1.12M Decreased by -41.20% | Sep 30, 23 |
| 10 | Cooke & Bieler LP | 2.42M (1.85%) | -373.19K Decreased by -15.41% | Sep 30, 23 |
| 11 | London Company of Virginia | 2.23M (1.70%) | 21.63K Increased by +0.97% | Sep 30, 23 |
| 12 | Amvescap Plc. | 1.84M (1.41%) | -1.28M Decreased by -69.34% | Sep 30, 23 |
| 13 | TD Global Investment Solutions – TD Epoch | 1.39M (1.06%) | -160.07K Decreased by -11.54% | Sep 30, 23 |
| 14 | Northern Trust Corp | 1.35M (1.03%) | 92.55K Increased by +6.85% | Sep 30, 23 |
| 15 | Veritas Investment Partners (UK) Ltd. | 1.35M (1.03%) | 1.20K Increased by +0.09% | Sep 30, 23 |
| 16 | Silvercrest Asset Management Group LLC | 1.33M (1.02%) | 192.76K Increased by +14.44% | Sep 30, 23 |
| 17 | Ameriprise Financial Inc | 1.31M (1.00%) | 836.47K Increased by +63.77% | Sep 30, 23 |
| 18 | Kovitz Investment Group Partners, LLC | 1.30M (1.00%) | 76.42K Increased by +5.86% | Sep 30, 23 |
| 19 | Deutsche Bank AG | 1.26M (0.96%) | 356.72K Increased by +28.41% | Sep 30, 23 |
| 20 | Goldman Sachs Group Inc | 1.22M (0.93%) | 490.17K Increased by +40.09% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | American Funds American Mutual A | 8.87M (6.78%) | 512.01K Increased by +5.77% | Sep 30, 23 |
| 2 | Capital Group American Mutual Comp | 8.87M (6.78%) | 512.01K Increased by +5.77% | Sep 30, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 4.13M (3.15%) | 5.09K Increased by +0.12% | Nov 30, 23 |
| 4 | Vanguard Small Cap Index | 3.41M (2.61%) | 14.57K Increased by +0.43% | Nov 30, 23 |
| 5 | Vanguard Institutional 500 Index Trust | 3.18M (2.43%) | 35.79K Increased by +1.12% | Nov 30, 23 |
| 6 | Vanguard Small Cap Value Index Inv | 2.37M (1.81%) | 4.72K Increased by +0.20% | Nov 30, 23 |
| 7 | Touchstone Mid Cap Y | 1.81M (1.38%) | 32.25K Increased by +1.78% | Sep 30, 23 |
| 8 | Fidelity® 500 Index | 1.51M (1.15%) | 12.03K Increased by +0.80% | Oct 31, 23 |
| 9 | SPDR® S&P 500 ETF Trust | 1.44M (1.10%) | 4.70K Increased by +0.33% | Nov 30, 23 |
| 10 | SPDR® Portfolio S&P 500 High Div ETF | 1.31M (1.00%) | -4.99K Decreased by -0.38% | Nov 30, 23 |
| 11 | American Funds Income Fund of Amer A | 1.31M (1.00%) | -176.25K Decreased by -13.50% | Sep 30, 23 |
| 12 | Folksam LO Världen | 1.30M (0.99%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 13 | iShares Core S&P 500 ETF | 1.28M (0.98%) | 1.25K Increased by +0.10% | Nov 30, 23 |
| 14 | Invesco S&P 500® Equal Weight ETF | 1.21M (0.92%) | 6.51K Increased by +0.54% | Nov 30, 23 |
| 15 | American Funds IS® Growth-Income 1 | 959.60K (0.73%) | 959.60K Increased by +100.00% | Sep 30, 23 |
| 16 | Capital Group Core Equity Composite | 959.60K (0.73%) | 959.60K Increased by +100.00% | Sep 30, 23 |
| 17 | Capital Group Dividend Value ETF | 919.19K (0.70%) | 202.76K Increased by +22.06% | Nov 30, 23 |
| 18 | Vanguard Institutional Index I | 867.90K (0.66%) | -2.92K Decreased by -0.34% | Nov 30, 23 |
| 19 | Columbia Select Mid Cap Value Instl | 769.00K (0.59%) | 65.00K Increased by +8.45% | Nov 30, 23 |
| 20 | Vanguard Selected Value Inv | 768.84K (0.59%) | -119.55K Decreased by -15.55% | Sep 30, 23 |