| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IVW | 1000.00% |
| 2 | IWY | 1000.00% |
| 3 | IWX | 1000.00% |
| 4 | IWV | 1000.00% |
| 5 | IWL | 1000.00% |
| 6 | IWF | 1000.00% |
| 7 | IWD | 1000.00% |
| 8 | IWB | 1000.00% |
| 9 | IVE | 1000.00% |
| 10 | IVV | 1000.00% |
| 11 | IHF | 1000.00% |
| 12 | ILCB | 1000.00% |
| 13 | ILCV | 1000.00% |
| 14 | ITOT | 1000.00% |
| 15 | JKF | 1000.00% |
| 16 | JKD | 1000.00% |
| 17 | IYY | 1000.00% |
| 18 | IUSG | 1000.00% |
| 19 | IYH | 1000.00% |
| 20 | IUSV | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 17.13M (8.80%) | -352.64K Decreased by -2.06% | Sep 30, 23 |
| 2 | BlackRock Inc | 15.22M (7.82%) | 320.60K Increased by +2.11% | Sep 30, 23 |
| 3 | Sanders Capital, LLC | 10.95M (5.62%) | 7.60K Increased by +0.07% | Sep 30, 23 |
| 4 | Wellington Management Company LLP | 10.02M (5.14%) | -944.51K Decreased by -9.43% | Sep 30, 23 |
| 5 | State Street Corporation | 8.58M (4.40%) | -399.53K Decreased by -4.66% | Sep 30, 23 |
| 6 | JPMorgan Chase & Co | 4.81M (2.47%) | 354.38K Increased by +7.37% | Sep 30, 23 |
| 7 | Arnhold & S. Bleichroeder Advisers, LLC | 4.51M (2.31%) | -49.44K Decreased by -1.10% | Sep 30, 23 |
| 8 | Bank of America Corp | 4.37M (2.24%) | -710.37K Decreased by -16.25% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 3.79M (1.95%) | -6.42K Decreased by -0.17% | Sep 30, 23 |
| 10 | Royal Bank of Canada | 3.28M (1.69%) | -370.36K Decreased by -11.29% | Sep 30, 23 |
| 11 | Arrowstreet Capital Limited Partnership | 3.25M (1.67%) | 255.49K Increased by +7.86% | Sep 30, 23 |
| 12 | T. Rowe Price Associates, Inc. | 3.13M (1.61%) | -2.62M Decreased by -83.76% | Sep 30, 23 |
| 13 | Longview Partners (Guernsey) Ltd. | 2.31M (1.19%) | -232.53K Decreased by -10.07% | Sep 30, 23 |
| 14 | Northern Trust Corp | 2.15M (1.11%) | 67.33K Increased by +3.13% | Sep 30, 23 |
| 15 | Morgan Stanley - Brokerage Accounts | 2.15M (1.10%) | 30.07K Increased by +1.40% | Sep 30, 23 |
| 16 | Amvescap Plc. | 2.15M (1.10%) | 102.03K Increased by +4.75% | Sep 30, 23 |
| 17 | Harris Associates L.P. | 1.98M (1.02%) | -1.03M Decreased by -51.85% | Sep 30, 23 |
| 18 | HHG PLC | 1.78M (0.92%) | 677.87K Increased by +38.01% | Sep 30, 23 |
| 19 | FMR Inc | 1.74M (0.89%) | -1.74M Decreased by -100.22% | Jun 30, 23 |
| 20 | Franklin Resources Inc | 1.68M (0.86%) | -56.34K Decreased by -3.35% | Jun 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 6.39M (3.28%) | 7.70K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 4.91M (2.52%) | 45.33K Increased by +0.92% | Nov 30, 23 |
| 3 | Vanguard Wellington™ Inv | 3.94M (2.03%) | -421.92K Decreased by -10.70% | Sep 30, 23 |
| 4 | First Eagle Global A | 3.11M (1.60%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 5 | Vanguard Health Care Inv | 2.80M (1.44%) | -159.47K Decreased by -5.70% | Sep 30, 23 |
| 6 | Vanguard Windsor™ II Inv | 2.46M (1.26%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 7 | SPDR® S&P 500 ETF Trust | 2.46M (1.26%) | 19.42K Increased by +0.79% | Dec 29, 23 |
| 8 | JPM US Large Cap Growth-MA | 2.44M (1.25%) | 2.21M Increased by +90.53% | Sep 30, 23 |
| 9 | Fidelity® 500 Index | 2.35M (1.20%) | 14.93K Increased by +0.64% | Nov 30, 23 |
| 10 | iShares Core S&P 500 ETF | 1.97M (1.01%) | 1.18K Increased by +0.06% | Dec 29, 23 |
| 11 | Vanguard Value Index Inv | 1.75M (0.90%) | 5.24K Increased by +0.30% | Nov 30, 23 |
| 12 | Health Care Select Sector SPDR® ETF | 1.47M (0.76%) | -4.54K Decreased by -0.31% | Dec 29, 23 |
| 13 | Vanguard Institutional Index I | 1.34M (0.69%) | -3.06K Decreased by -0.23% | Nov 30, 23 |
| 14 | Diamond Hill Large Cap Equity | 1.26M (0.65%) | 27.88K Increased by +2.21% | Nov 30, 23 |
| 15 | JPMorgan Large Cap Growth I | 1.25M (0.64%) | -1.19M Decreased by -94.64% | Nov 30, 23 |
| 16 | State St S&P 500® Indx SL Cl III | 962.11K (0.49%) | 4.00K Increased by +0.42% | Nov 30, 23 |
| 17 | T. Rowe Price US Value Equity Composite | 852.31K (0.44%) | -179.38K Decreased by -21.05% | Sep 30, 23 |
| 18 | T. Rowe Price Value | 852.31K (0.44%) | -179.38K Decreased by -21.05% | Sep 30, 23 |
| 19 | Diamond Hill Large Cap Inv | 773.83K (0.40%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | T. Rowe Price U.S. Value Equity Tr-Z | 757.64K (0.39%) | -184.60K Decreased by -24.36% | Sep 30, 23 |