| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ITOT | 1000.00% |
| 2 | JKD | 1000.00% |
| 3 | IVE | 1000.00% |
| 4 | IUSV | 1000.00% |
| 5 | JKI | 1000.00% |
| 6 | JKG | 1000.00% |
| 7 | IYY | 1000.00% |
| 8 | IYF | 1000.00% |
| 9 | IAK | 1000.00% |
| 10 | IXG | 1000.00% |
| 11 | JKF | 1000.00% |
| 12 | IWV | 1000.00% |
| 13 | IWS | 1000.00% |
| 14 | IWR | 1000.00% |
| 15 | IWD | 1000.00% |
| 16 | ILCB | 1000.00% |
| 17 | ILCV | 1000.00% |
| 18 | IWB | 1000.00% |
| 19 | IMCB | 1000.00% |
| 20 | IMCV | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 39.65M (13.24%) | -1.14M Decreased by -2.88% | Sep 30, 23 |
| 2 | BlackRock Inc | 25.23M (8.42%) | -694.84K Decreased by -2.75% | Sep 30, 23 |
| 3 | T. Rowe Price Associates, Inc. | 21.97M (7.34%) | -1.17M Decreased by -5.31% | Sep 30, 23 |
| 4 | State Street Corporation | 16.68M (5.57%) | -587.39K Decreased by -3.52% | Sep 30, 23 |
| 5 | JPMorgan Chase & Co | 12.88M (4.30%) | 24.50K Increased by +0.19% | Sep 30, 23 |
| 6 | FMR Inc | 11.38M (3.80%) | -761.61K Decreased by -6.69% | Sep 30, 23 |
| 7 | Amvescap Plc. | 7.42M (2.48%) | 91.91K Increased by +1.24% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 6.94M (2.32%) | 404.25K Increased by +5.83% | Sep 30, 23 |
| 9 | Dimensional Fund Advisors, Inc. | 5.71M (1.91%) | -6.74K Decreased by -0.12% | Sep 30, 23 |
| 10 | Victory Capital Management Inc. | 5.14M (1.72%) | 1.08M Increased by +21.07% | Sep 30, 23 |
| 11 | Hotchkis & Wiley Capital Management LLC | 4.85M (1.62%) | -83.15K Decreased by -1.72% | Sep 30, 23 |
| 12 | LSV Asset Management | 4.66M (1.55%) | -203.93K Decreased by -4.38% | Sep 30, 23 |
| 13 | Massachusetts Financial Services Company | 4.50M (1.50%) | -653.00 Decreased by -0.01% | Sep 30, 23 |
| 14 | Royal Bank of Canada | 3.60M (1.20%) | -71.94K Decreased by -2.00% | Sep 30, 23 |
| 15 | Ameriprise Financial Inc | 3.50M (1.17%) | 87.00K Increased by +2.48% | Sep 30, 23 |
| 16 | Northern Trust Corp | 3.36M (1.12%) | 88.13K Increased by +2.62% | Sep 30, 23 |
| 17 | Diamond Hill Capital Management Inc | 3.32M (1.11%) | -9.12K Decreased by -0.27% | Sep 30, 23 |
| 18 | Morgan Stanley - Brokerage Accounts | 3.09M (1.03%) | 28.09K Increased by +0.91% | Sep 30, 23 |
| 19 | Newport Trust Co. | 2.99M (1.00%) | -28.08K Decreased by -0.94% | Sep 30, 23 |
| 20 | Legal & General Group PLC | 2.90M (0.97%) | -92.98K Decreased by -3.21% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 9.56M (3.19%) | 11.17K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 7.45M (2.49%) | 72.25K Increased by +0.97% | Nov 30, 23 |
| 3 | Vanguard Mid Cap Index Institutional | 6.95M (2.32%) | 10.02K Increased by +0.14% | Nov 30, 23 |
| 4 | JPM US Equity Income-Composite | 5.08M (1.70%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 5 | JPM US Equity Income-MA | 5.08M (1.70%) | 5.07M Increased by +99.89% | Sep 30, 23 |
| 6 | JPMorgan Equity Income I | 4.39M (1.47%) | -687.26K Decreased by -15.65% | Oct 31, 23 |
| 7 | Fidelity® 500 Index | 3.54M (1.18%) | 28.21K Increased by +0.80% | Oct 31, 23 |
| 8 | SPDR® S&P 500 ETF Trust | 3.47M (1.16%) | 11.10K Increased by +0.32% | Nov 30, 23 |
| 9 | Victory Sycamore Established Value R | 3.28M (1.10%) | 810.00K Increased by +24.70% | Sep 30, 23 |
| 10 | iShares Core S&P 500 ETF | 3.01M (1.01%) | 2.91K Increased by +0.10% | Nov 30, 23 |
| 11 | MFS Mid Cap Value Equity | 2.86M (0.95%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 12 | MFS Mid Cap Value A | 2.85M (0.95%) | -5.58K Decreased by -0.20% | Nov 30, 23 |
| 13 | Vanguard Value Index Inv | 2.62M (0.87%) | 4.35K Increased by +0.17% | Nov 30, 23 |
| 14 | Vanguard Mid-Cap Value ETF | 2.46M (0.82%) | -10.93K Decreased by -0.44% | Nov 30, 23 |
| 15 | Vanguard Windsor™ II Inv | 2.44M (0.81%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 16 | Diamond Hill Large Cap Equity | 2.34M (0.78%) | 2.25K Increased by +0.10% | Nov 30, 23 |
| 17 | T. Rowe Price Equity Income | 2.23M (0.74%) | -10.00K Decreased by -0.45% | Sep 30, 23 |
| 18 | T. Rowe Price US Lg-Cp Equity Inc Comp | 2.23M (0.74%) | -10.00K Decreased by -0.45% | Sep 30, 23 |
| 19 | JPM US Mid Cap Value-Composite | 2.13M (0.71%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 20 | JPM US Mid Cap Value-MA | 2.13M (0.71%) | 2.12M Increased by +99.71% | Sep 30, 23 |