| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWX | 1000.00% |
| 2 | ILCV | 1000.00% |
| 3 | IWL | 1000.00% |
| 4 | IWV | 1000.00% |
| 5 | IYY | 1000.00% |
| 6 | ILCG | 1000.00% |
| 7 | ILCB | 1000.00% |
| 8 | IMCG | 1000.00% |
| 9 | IMCV | 1000.00% |
| 10 | IMCB | 1000.00% |
| 11 | IOO | 1000.00% |
| 12 | ITOT | 1000.00% |
| 13 | IUSV | 1000.00% |
| 14 | IVE | 1000.00% |
| 15 | IVV | 1000.00% |
| 16 | IWB | 1000.00% |
| 17 | JKI | 1000.00% |
| 18 | JKG | 1000.00% |
| 19 | IWD | 1000.00% |
| 20 | JKF | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Dodge & Cox | 63.70M (9.39%) | 2.30M Increased by +3.61% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 60.87M (8.98%) | -46.74K Decreased by -0.08% | Sep 30, 23 |
| 3 | BlackRock Inc | 52.39M (7.73%) | 214.28K Increased by +0.41% | Sep 30, 23 |
| 4 | Wellington Management Company LLP | 33.40M (4.92%) | -8.54M Decreased by -25.57% | Sep 30, 23 |
| 5 | Massachusetts Financial Services Company | 30.06M (4.43%) | -1.18M Decreased by -3.92% | Sep 30, 23 |
| 6 | State Street Corporation | 28.27M (4.17%) | -52.80K Decreased by -0.19% | Sep 30, 23 |
| 7 | Franklin Resources Inc | 16.11M (2.38%) | 1.71M Increased by +10.60% | Sep 30, 23 |
| 8 | Amvescap Plc. | 13.06M (1.93%) | 588.72K Increased by +4.51% | Sep 30, 23 |
| 9 | Fisher Asset Management, LLC | 12.91M (1.90%) | 897.75K Increased by +6.95% | Sep 30, 23 |
| 10 | Geode Capital Management, LLC | 12.63M (1.86%) | 139.78K Increased by +1.11% | Sep 30, 23 |
| 11 | Morgan Stanley - Brokerage Accounts | 10.18M (1.50%) | -203.88K Decreased by -2.00% | Sep 30, 23 |
| 12 | Putnam Investments LLC | 8.85M (1.30%) | -52.53K Decreased by -0.59% | Sep 30, 23 |
| 13 | Pictet Asset Manangement SA | 7.57M (1.12%) | 7.57M Increased by +100.00% | Sep 30, 23 |
| 14 | Northern Trust Corp | 7.07M (1.04%) | 415.06K Increased by +5.87% | Sep 30, 23 |
| 15 | ClearBridge Advisors, LLC | 7.05M (1.04%) | -479.49K Decreased by -6.80% | Sep 30, 23 |
| 16 | FMR Inc | 6.90M (1.02%) | -767.48K Decreased by -11.12% | Sep 30, 23 |
| 17 | Bank of New York Mellon Corp | 6.16M (0.91%) | 197.77K Increased by +3.21% | Sep 30, 23 |
| 18 | Capital World Investors | 5.62M (0.83%) | -1.24M Decreased by -22.04% | Sep 30, 23 |
| 19 | Schroder Investment Management Group | 5.57M (0.82%) | -319.21K Decreased by -5.73% | Sep 30, 23 |
| 20 | Newport Trust Co. | 5.55M (0.82%) | -71.97K Decreased by -1.30% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Dodge & Cox Stock I | 31.56M (4.65%) | 31.40M Increased by +99.50% | Sep 30, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 21.32M (3.14%) | 24.98K Increased by +0.12% | Nov 30, 23 |
| 3 | Vanguard Institutional 500 Index Trust | 16.58M (2.45%) | 148.78K Increased by +0.90% | Nov 30, 23 |
| 4 | Dodge & Cox International Stock I | 16.16M (2.38%) | 1.86M Increased by +11.51% | Sep 30, 23 |
| 5 | Vanguard Wellington™ Inv | 9.12M (1.35%) | -3.11M Decreased by -34.05% | Sep 30, 23 |
| 6 | Vanguard Equity-Income Inv | 8.62M (1.27%) | 525.98K Increased by +6.10% | Sep 30, 23 |
| 7 | SPDR® S&P 500 ETF Trust | 8.40M (1.24%) | -58.98K Decreased by -0.70% | Dec 31, 23 |
| 8 | Fidelity® 500 Index | 7.93M (1.17%) | 50.45K Increased by +0.64% | Nov 30, 23 |
| 9 | iShares Core S&P 500 ETF | 6.78M (1.00%) | 4.04K Increased by +0.06% | Dec 29, 23 |
| 10 | MFS Large Cap Value Equity | 6.77M (1.00%) | -183.68K Decreased by -2.71% | Sep 30, 23 |
| 11 | MFS Value A | 6.66M (0.98%) | -73.89K Decreased by -1.11% | Nov 30, 23 |
| 12 | Franklin Rising Dividends Fund A | 6.57M (0.97%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 13 | Vanguard Value Index Inv | 5.66M (0.84%) | 10.56K Increased by +0.19% | Nov 30, 23 |
| 14 | Vanguard Institutional Index I | 4.53M (0.67%) | -9.43K Decreased by -0.21% | Nov 30, 23 |
| 15 | MFS Growth Equity | 4.44M (0.65%) | -361.13K Decreased by -8.14% | Sep 30, 23 |
| 16 | Pictet-Security I USD | 3.94M (0.58%) | 4.38K Increased by +0.11% | Nov 30, 23 |
| 17 | Putnam Large Cap Value A | 3.67M (0.54%) | 73.74K Increased by +2.01% | Dec 31, 23 |
| 18 | Putnam US Large Cap Value Equity | 3.59M (0.53%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 19 | Vanguard Wellesley® Income Inv | 3.53M (0.52%) | -100.87K Decreased by -2.86% | Sep 30, 23 |
| 20 | Invesco Comstock A | 3.26M (0.48%) | 0.00 Increased by 0.00% | Nov 30, 23 |