| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKI | 1000.00% |
| 2 | IWD | 1000.00% |
| 3 | IWR | 1000.00% |
| 4 | IWS | 1000.00% |
| 5 | IAT | 1000.00% |
| 6 | IWV | 1000.00% |
| 7 | IXG | 1000.00% |
| 8 | IYF | 1000.00% |
| 9 | IYY | 1000.00% |
| 10 | JKD | 1000.00% |
| 11 | JKF | 1000.00% |
| 12 | JKG | 1000.00% |
| 13 | ILCB | 1000.00% |
| 14 | ILCV | 1000.00% |
| 15 | IMCB | 1000.00% |
| 16 | IMCV | 1000.00% |
| 17 | ITOT | 1000.00% |
| 18 | IUSV | 1000.00% |
| 19 | IVE | 1000.00% |
| 20 | IVV | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 109.89M (11.79%) | -695.42K Decreased by -0.63% | Sep 30, 23 |
| 2 | BlackRock Inc | 100.91M (10.83%) | 6.97M Increased by +6.91% | Sep 30, 23 |
| 3 | State Street Corporation | 46.98M (5.04%) | -212.04K Decreased by -0.45% | Sep 30, 23 |
| 4 | Fuller & Thaler Asset Management Inc | 32.34M (3.47%) | 993.22K Increased by +3.07% | Sep 30, 23 |
| 5 | FMR Inc | 31.78M (3.41%) | 3.99M Increased by +12.56% | Sep 30, 23 |
| 6 | Ontario Teachers Pension Plan Board | 25.54M (2.74%) | 25.54M Increased by +100.00% | Sep 30, 23 |
| 7 | Charles Schwab Investment Management Inc | 23.13M (2.48%) | 3.22M Increased by +13.91% | Sep 30, 23 |
| 8 | Citadel Advisors Llc | 22.21M (2.38%) | 18.46M Increased by +83.10% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 20.13M (2.16%) | 429.05K Increased by +2.13% | Sep 30, 23 |
| 10 | Amvescap Plc. | 17.84M (1.91%) | -583.28K Decreased by -3.27% | Sep 30, 23 |
| 11 | Morgan Stanley - Brokerage Accounts | 14.35M (1.54%) | -248.39K Decreased by -1.73% | Sep 30, 23 |
| 12 | Capital Research & Mgmt Co - Division 3 | 14.02M (1.50%) | 5.12K Increased by +0.04% | Sep 30, 23 |
| 13 | Goldman Sachs Group Inc | 11.22M (1.20%) | 1.52M Increased by +13.59% | Sep 30, 23 |
| 14 | Northern Trust Corp | 10.85M (1.16%) | 880.14K Increased by +8.11% | Sep 30, 23 |
| 15 | Bank of America Corp | 9.73M (1.04%) | -1.30M Decreased by -13.40% | Sep 30, 23 |
| 16 | Dimensional Fund Advisors, Inc. | 9.38M (1.01%) | 493.42K Increased by +5.26% | Sep 30, 23 |
| 17 | LSV Asset Management | 8.37M (0.90%) | -328.30K Decreased by -3.92% | Sep 30, 23 |
| 18 | Earnest Partners LLC | 8.34M (0.90%) | 1.16M Increased by +13.92% | Sep 30, 23 |
| 19 | Adage Capital Partners Gp LLC | 8.08M (0.87%) | 1.48M Increased by +18.28% | Sep 30, 23 |
| 20 | Bank of New York Mellon Corp | 7.10M (0.76%) | 363.70K Increased by +5.12% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 29.46M (3.16%) | 35.45K Increased by +0.12% | Nov 30, 23 |
| 2 | Fuller & Thaler Behavrl Small-Cap Value | 27.85M (2.99%) | 814.35K Increased by +2.92% | Nov 30, 23 |
| 3 | Undiscovered Managers Behavioral Val L | 26.18M (2.81%) | -404.47K Decreased by -1.55% | Nov 30, 23 |
| 4 | Vanguard Institutional 500 Index Trust | 22.81M (2.45%) | 218.93K Increased by +0.96% | Nov 30, 23 |
| 5 | Vanguard Mid Cap Index Institutional | 21.28M (2.28%) | 10.73K Increased by +0.05% | Nov 30, 23 |
| 6 | iShares Select Dividend ETF | 15.57M (1.67%) | -9.63K Decreased by -0.06% | Dec 29, 23 |
| 7 | Schwab US Dividend Equity ETF™ | 14.73M (1.58%) | 2.15K Increased by +0.01% | Dec 30, 23 |
| 8 | American Funds Washington Mutual A | 13.06M (1.40%) | -35.44K Decreased by -0.27% | Sep 30, 23 |
| 9 | Capital Group Wash Mutual Invtrs Comp | 13.06M (1.40%) | -35.44K Decreased by -0.27% | Sep 30, 23 |
| 10 | SPDR® S&P 500 ETF Trust | 11.55M (1.24%) | -81.03K Decreased by -0.70% | Dec 31, 23 |
| 11 | Fidelity® 500 Index | 10.91M (1.17%) | 69.39K Increased by +0.64% | Nov 30, 23 |
| 12 | iShares Core S&P 500 ETF | 9.33M (1.00%) | 5.57K Increased by +0.06% | Dec 29, 23 |
| 13 | Fidelity® Series Stk Selec Lg Cp Val | 8.04M (0.86%) | 3.14M Increased by +39.06% | Nov 30, 23 |
| 14 | Vanguard Value Index Inv | 8.01M (0.86%) | 841.00 Increased by +0.01% | Nov 30, 23 |
| 15 | Vanguard Mid-Cap Value ETF | 7.53M (0.81%) | -33.55K Decreased by -0.45% | Nov 30, 23 |
| 16 | SPDR® Portfolio S&P 500 High Div ETF | 7.30M (0.78%) | 10.51K Increased by +0.14% | Dec 29, 23 |
| 17 | Invesco S&P 500® Equal Weight ETF | 7.14M (0.77%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 18 | Strategic Advisers® Fidelity US TtlStk | 6.34M (0.68%) | 736.50K Increased by +11.61% | Nov 30, 23 |
| 19 | Vanguard Institutional Index I | 6.24M (0.67%) | -21.00K Decreased by -0.34% | Nov 30, 23 |
| 20 | Financial Select Sector SPDR® ETF | 6.03M (0.65%) | 56.45K Increased by +0.94% | Nov 30, 23 |