| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IYY | 1000.00% |
| 2 | IWS | 1000.00% |
| 3 | ISCV | 1000.00% |
| 4 | IUSV | 1000.00% |
| 5 | ITOT | 1000.00% |
| 6 | JKJ | 1000.00% |
| 7 | IYG | 1000.00% |
| 8 | IYF | 1000.00% |
| 9 | IXG | 1000.00% |
| 10 | IWR | 1000.00% |
| 11 | IWD | 1000.00% |
| 12 | ISCB | 1000.00% |
| 13 | IWV | 1000.00% |
| 14 | IWB | 1000.00% |
| 15 | IVV | 1000.00% |
| 16 | IVE | 1000.00% |
| 17 | ACTV | 3.50% |
| 18 | WBIG | 2.50% |
| 19 | RPV | 1.95% |
| 20 | KCE | 1.82% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 51.34M (15.74%) | -1.92M Decreased by -3.74% | Sep 30, 23 |
| 2 | BlackRock Inc | 46.19M (14.16%) | -1.66M Decreased by -3.60% | Sep 30, 23 |
| 3 | Trian Fund Management LP | 33.94M (10.40%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 4 | State Street Corporation | 23.72M (7.27%) | -974.61K Decreased by -4.11% | Sep 30, 23 |
| 5 | Dimensional Fund Advisors, Inc. | 11.21M (3.43%) | 1.64M Increased by +14.66% | Sep 30, 23 |
| 6 | Geode Capital Management, LLC | 9.63M (2.95%) | 26.22K Increased by +0.27% | Sep 30, 23 |
| 7 | Massachusetts Financial Services Company | 7.00M (2.15%) | -80.26K Decreased by -1.15% | Sep 30, 23 |
| 8 | Northern Trust Corp | 5.94M (1.82%) | 1.40M Increased by +23.47% | Sep 30, 23 |
| 9 | Amundi | 5.76M (1.77%) | 886.06K Increased by +15.38% | Sep 30, 23 |
| 10 | Morgan Stanley - Brokerage Accounts | 5.41M (1.66%) | 88.75K Increased by +1.64% | Sep 30, 23 |
| 11 | Goldman Sachs Group Inc | 4.16M (1.28%) | 1.24M Increased by +29.88% | Sep 30, 23 |
| 12 | Charles Schwab Investment Management Inc | 3.90M (1.19%) | 5.08K Increased by +0.13% | Sep 30, 23 |
| 13 | Fisher Asset Management, LLC | 3.53M (1.08%) | 306.20K Increased by +8.68% | Sep 30, 23 |
| 14 | FMR Inc | 3.53M (1.08%) | -267.37K Decreased by -7.58% | Sep 30, 23 |
| 15 | Bank of New York Mellon Corp | 2.90M (0.89%) | -164.61K Decreased by -5.68% | Sep 30, 23 |
| 16 | AQR Capital Management LLC | 2.34M (0.72%) | 799.98K Increased by +34.25% | Sep 30, 23 |
| 17 | Ameriprise Financial Inc | 2.25M (0.69%) | -69.91K Decreased by -3.11% | Sep 30, 23 |
| 18 | D. E. Shaw & Co LP | 2.04M (0.62%) | 510.70K Increased by +25.09% | Sep 30, 23 |
| 19 | Citadel Advisors Llc | 1.97M (0.60%) | -3.65M Decreased by -185.83% | Sep 30, 23 |
| 20 | Deutsche Bank AG | 1.92M (0.59%) | 402.10K Increased by +20.92% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 13.76M (4.22%) | 127.45K Increased by +0.93% | Nov 30, 23 |
| 2 | Vanguard Small Cap Index | 11.34M (3.48%) | 49.81K Increased by +0.44% | Nov 30, 23 |
| 3 | Vanguard Institutional 500 Index Trust | 10.66M (3.27%) | 85.46K Increased by +0.80% | Nov 30, 23 |
| 4 | iShares Select Dividend ETF | 10.57M (3.24%) | -6.51K Decreased by -0.06% | Nov 30, 23 |
| 5 | Vanguard Small Cap Value Index Inv | 7.92M (2.43%) | 23.41K Increased by +0.30% | Nov 30, 23 |
| 6 | Invesco S&P 500® Equal Weight ETF | 5.47M (1.68%) | 29.61K Increased by +0.54% | Nov 30, 23 |
| 7 | Fidelity® 500 Index | 5.19M (1.59%) | 41.38K Increased by +0.80% | Oct 31, 23 |
| 8 | SPDR® S&P 500 ETF Trust | 5.15M (1.58%) | 16.23K Increased by +0.32% | Nov 30, 23 |
| 9 | SPDR® Portfolio S&P 500 High Div ETF | 4.73M (1.45%) | -18.06K Decreased by -0.38% | Nov 30, 23 |
| 10 | iShares Core S&P 500 ETF | 4.42M (1.35%) | 4.27K Increased by +0.10% | Nov 30, 23 |
| 11 | MFS Mid Cap Value A | 3.29M (1.01%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 12 | MFS Mid Cap Value Equity | 3.29M (1.01%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 13 | DFA US Small Cap Value I | 3.14M (0.96%) | 1.38M Increased by +44.08% | Oct 31, 23 |
| 14 | Vanguard Institutional Index I | 2.99M (0.92%) | -10.06K Decreased by -0.34% | Nov 30, 23 |
| 15 | Financial Select Sector SPDR® ETF | 2.88M (0.88%) | 27.05K Increased by +0.94% | Nov 30, 23 |
| 16 | DFA US Targeted Value I | 2.61M (0.80%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 17 | Folksam LO Världen | 2.50M (0.77%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | State St S&P 500® Indx SL Cl III | 2.14M (0.66%) | 8.40K Increased by +0.39% | Nov 30, 23 |
| 19 | Dimensional US Targeted Value ETF | 2.14M (0.66%) | 2.93K Increased by +0.14% | Nov 30, 23 |
| 20 | Vanguard High Dividend Yield ETF | 1.63M (0.50%) | -8.52K Decreased by -0.52% | Nov 30, 23 |