| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IMCV | 1000.00% |
| 2 | IWP | 1000.00% |
| 3 | IWF | 1000.00% |
| 4 | IWD | 1000.00% |
| 5 | IWB | 1000.00% |
| 6 | IVW | 1000.00% |
| 7 | IVV | 1000.00% |
| 8 | IVE | 1000.00% |
| 9 | IUSV | 1000.00% |
| 10 | IUSG | 1000.00% |
| 11 | ITOT | 1000.00% |
| 12 | IMCG | 1000.00% |
| 13 | IMCB | 1000.00% |
| 14 | ILCV | 1000.00% |
| 15 | ILCG | 1000.00% |
| 16 | ILCB | 1000.00% |
| 17 | JKI | 1000.00% |
| 18 | JKG | 1000.00% |
| 19 | JKF | 1000.00% |
| 20 | JKE | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 46.61M (16.11%) | -241.02K Decreased by -0.52% | Sep 30, 23 |
| 2 | BlackRock Inc | 22.14M (7.65%) | -243.39K Decreased by -1.10% | Sep 30, 23 |
| 3 | Capital World Investors | 18.84M (6.51%) | -1.52M Decreased by -8.09% | Sep 30, 23 |
| 4 | State Street Corporation | 13.19M (4.56%) | -721.70K Decreased by -5.47% | Sep 30, 23 |
| 5 | Geode Capital Management, LLC | 7.54M (2.61%) | 145.25K Increased by +1.93% | Sep 30, 23 |
| 6 | Cohen & Steers Inc | 7.44M (2.57%) | -286.09K Decreased by -3.85% | Sep 30, 23 |
| 7 | Deutsche Bank AG | 4.57M (1.58%) | 29.68K Increased by +0.65% | Sep 30, 23 |
| 8 | Dimensional Fund Advisors, Inc. | 4.30M (1.49%) | 32.45K Increased by +0.75% | Sep 30, 23 |
| 9 | Morgan Stanley - Brokerage Accounts | 4.22M (1.46%) | -152.97K Decreased by -3.62% | Sep 30, 23 |
| 10 | Northern Trust Corp | 3.91M (1.35%) | 47.90K Increased by +1.22% | Sep 30, 23 |
| 11 | Pictet Asset Manangement SA | 3.39M (1.17%) | 3.39M Increased by +100.00% | Sep 30, 23 |
| 12 | FMR Inc | 3.38M (1.17%) | -351.60K Decreased by -10.40% | Sep 30, 23 |
| 13 | Amvescap Plc. | 3.24M (1.12%) | 1.08M Increased by +33.22% | Sep 30, 23 |
| 14 | Charles Schwab Investment Management Inc | 3.08M (1.06%) | -719.33K Decreased by -23.39% | Sep 30, 23 |
| 15 | Wellington Management Company LLP | 3.01M (1.04%) | 2.29M Increased by +75.91% | Sep 30, 23 |
| 16 | Amundi | 2.65M (0.92%) | -1.16M Decreased by -43.69% | Sep 30, 23 |
| 17 | Daiwa Securities Group Inc | 2.54M (0.88%) | 672.68K Increased by +26.49% | Sep 30, 23 |
| 18 | TD Global Investment Solutions – TD Epoch | 2.36M (0.81%) | -367.41K Decreased by -15.58% | Sep 30, 23 |
| 19 | Bank of New York Mellon Corp | 2.31M (0.80%) | -55.75K Decreased by -2.41% | Sep 30, 23 |
| 20 | Legal & General Group PLC | 2.20M (0.76%) | -83.09K Decreased by -3.78% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | American Funds Income Fund of Amer A | 12.76M (4.41%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 2 | Vanguard Real Estate Index Investor | 11.84M (4.09%) | -182.48K Decreased by -1.54% | Nov 30, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 9.13M (3.16%) | 10.88K Increased by +0.12% | Nov 30, 23 |
| 4 | Vanguard Institutional 500 Index Trust | 7.11M (2.46%) | 63.69K Increased by +0.90% | Nov 30, 23 |
| 5 | Vanguard Mid Cap Index Institutional | 6.64M (2.29%) | 12.21K Increased by +0.18% | Nov 30, 23 |
| 6 | American Funds American Balanced A | 4.32M (1.49%) | -2.14M Decreased by -49.64% | Sep 30, 23 |
| 7 | SPDR® S&P 500 ETF Trust | 3.60M (1.24%) | -25.26K Decreased by -0.70% | Dec 31, 23 |
| 8 | Fidelity® 500 Index | 3.40M (1.18%) | 21.64K Increased by +0.64% | Nov 30, 23 |
| 9 | iShares Core S&P 500 ETF | 2.91M (1.01%) | 1.74K Increased by +0.06% | Dec 29, 23 |
| 10 | Pictet-Security I USD | 2.62M (0.91%) | -8.14K Decreased by -0.31% | Jun 30, 23 |
| 11 | Vanguard Value Index Inv | 2.50M (0.86%) | 3.46K Increased by +0.14% | Nov 30, 23 |
| 12 | Fidelity US REIT Mother Fund | 2.38M (0.82%) | -250.00K Decreased by -10.49% | Sep 15, 23 |
| 13 | Vanguard Mid-Cap Value ETF | 2.35M (0.81%) | -10.44K Decreased by -0.44% | Nov 30, 23 |
| 14 | Vanguard Institutional Index I | 1.95M (0.67%) | -1.49K Decreased by -0.08% | Nov 30, 23 |
| 15 | Vanguard Real Estate II Index | 1.84M (0.64%) | -7.03K Decreased by -0.38% | Nov 30, 23 |
| 16 | DFA Real Estate Securities I | 1.74M (0.60%) | -31.76K Decreased by -1.82% | Nov 30, 23 |
| 17 | Real Estate Select Sector SPDR® | 1.65M (0.57%) | -6.95K Decreased by -0.42% | Dec 29, 23 |
| 18 | Schwab US REIT ETF™ | 1.50M (0.52%) | 237.00 Increased by +0.02% | Dec 30, 23 |
| 19 | Invesco S&P 500® Equal Weight ETF | 1.45M (0.50%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 20 | SPDR® Portfolio S&P 500 High Div ETF | 1.40M (0.48%) | 2.01K Increased by +0.14% | Dec 29, 23 |