| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IYH | 1000.00% |
| 2 | ISCB | 1000.00% |
| 3 | ISCV | 1000.00% |
| 4 | ITOT | 1000.00% |
| 5 | IUSV | 1000.00% |
| 6 | JKJ | 1000.00% |
| 7 | IWV | 1000.00% |
| 8 | IYY | 1000.00% |
| 9 | IXJ | 1000.00% |
| 10 | IVE | 1000.00% |
| 11 | IVV | 1000.00% |
| 12 | IWB | 1000.00% |
| 13 | IWD | 1000.00% |
| 14 | IWR | 1000.00% |
| 15 | IWS | 1000.00% |
| 16 | FLV | 2.26% |
| 17 | XHS | 2.07% |
| 18 | RYH | 1.58% |
| 19 | DEMZ | 1.48% |
| 20 | FXH | 1.33% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 15.01M (11.70%) | -189.71K Decreased by -1.26% | Sep 30, 23 |
| 2 | Generation Investment Management LLP | 12.17M (9.49%) | -101.73K Decreased by -0.84% | Sep 30, 23 |
| 3 | BlackRock Inc | 10.05M (7.84%) | 113.30K Increased by +1.13% | Sep 30, 23 |
| 4 | State Street Corporation | 6.45M (5.03%) | -288.98K Decreased by -4.48% | Sep 30, 23 |
| 5 | JPMorgan Chase & Co | 4.77M (3.72%) | 53.51K Increased by +1.12% | Sep 30, 23 |
| 6 | American Century Companies Inc | 4.72M (3.68%) | 322.65K Increased by +6.84% | Sep 30, 23 |
| 7 | Amvescap Plc. | 4.39M (3.42%) | -938.57K Decreased by -21.38% | Sep 30, 23 |
| 8 | Perpetual Ltd | 4.28M (3.34%) | -68.20K Decreased by -1.59% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 3.24M (2.53%) | 48.41K Increased by +1.49% | Sep 30, 23 |
| 10 | Morgan Stanley - Brokerage Accounts | 2.11M (1.65%) | -84.33K Decreased by -3.99% | Sep 30, 23 |
| 11 | ArrowMark Colorado Holdings, LLC (ArrowMark Partners) | 2.11M (1.64%) | 375.73K Increased by +17.84% | Sep 30, 23 |
| 12 | Fiduciary Management, Inc. of Milwaukee | 1.95M (1.52%) | 22.84K Increased by +1.17% | Sep 30, 23 |
| 13 | Massachusetts Financial Services Company | 1.73M (1.35%) | -7.41K Decreased by -0.43% | Sep 30, 23 |
| 14 | Burgundy Asset Management Ltd | 1.66M (1.29%) | -30.67K Decreased by -1.85% | Sep 30, 23 |
| 15 | Northern Trust Corp | 1.65M (1.28%) | 45.56K Increased by +2.76% | Sep 30, 23 |
| 16 | Macquarie Group Ltd | 1.63M (1.27%) | -322.02K Decreased by -19.80% | Sep 30, 23 |
| 17 | Dimensional Fund Advisors, Inc. | 1.57M (1.22%) | 28.01K Increased by +1.79% | Sep 30, 23 |
| 18 | Lazard Asset Management LLC | 1.25M (0.97%) | 1.16M Increased by +92.87% | Sep 30, 23 |
| 19 | Legal & General Group PLC | 1.17M (0.91%) | -51.16K Decreased by -4.36% | Sep 30, 23 |
| 20 | Charles Schwab Investment Management Inc | 1.11M (0.86%) | 11.49K Increased by +1.04% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 4.09M (3.19%) | 4.89K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 3.18M (2.48%) | 32.30K Increased by +1.01% | Nov 30, 23 |
| 3 | Vanguard Mid Cap Index Institutional | 2.97M (2.31%) | 1.70K Increased by +0.06% | Nov 30, 23 |
| 4 | JPM US Mid Cap Value-MA | 2.59M (2.02%) | 2.58M Increased by +99.72% | Sep 30, 23 |
| 5 | American Century Mid Cap Value Inv | 2.46M (1.92%) | 223.47K Increased by +9.07% | Sep 30, 23 |
| 6 | American Century U.S. Mid Cap Value | 2.46M (1.92%) | 223.47K Increased by +9.07% | Sep 30, 23 |
| 7 | JPMorgan Mid Cap Value L | 2.39M (1.86%) | -34.44K Decreased by -1.44% | Nov 30, 23 |
| 8 | JPM US Mid Cap Value-Composite | 2.34M (1.83%) | -242.29K Decreased by -10.34% | Dec 31, 23 |
| 9 | SPDR® S&P 500 ETF Trust | 1.61M (1.26%) | -11.24K Decreased by -0.70% | Dec 31, 23 |
| 10 | Fidelity® 500 Index | 1.52M (1.19%) | 9.69K Increased by +0.64% | Nov 30, 23 |
| 11 | Invesco Comstock A | 1.49M (1.16%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 12 | Invesco Large Cap Value | 1.49M (1.16%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 13 | MFS Mid Cap Growth Equity | 1.35M (1.05%) | -5.61K Decreased by -0.42% | Sep 30, 23 |
| 14 | Invesco S&P 500® Equal Weight ETF | 1.32M (1.03%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 15 | iShares Core S&P 500 ETF | 1.30M (1.01%) | 780.00 Increased by +0.06% | Dec 29, 23 |
| 16 | Swedbank Robur Globalfond A | 1.25M (0.97%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 17 | MFS Mid Cap Growth A | 1.18M (0.92%) | -174.57K Decreased by -14.82% | Oct 31, 23 |
| 18 | Vanguard Value Index Inv | 1.12M (0.87%) | 536.00 Increased by +0.05% | Nov 30, 23 |
| 19 | Vanguard Mid-Cap Value ETF | 1.05M (0.82%) | -4.67K Decreased by -0.44% | Nov 30, 23 |
| 20 | Health Care Select Sector SPDR® ETF | 968.64K (0.76%) | -704.00 Decreased by -0.07% | Dec 31, 23 |