| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IVE | 1000.00% |
| 2 | ILCB | 1000.00% |
| 3 | ILCV | 1000.00% |
| 4 | IMCB | 1000.00% |
| 5 | IMCV | 1000.00% |
| 6 | ITOT | 1000.00% |
| 7 | JKI | 1000.00% |
| 8 | JKG | 1000.00% |
| 9 | JKF | 1000.00% |
| 10 | JKD | 1000.00% |
| 11 | IYY | 1000.00% |
| 12 | IYF | 1000.00% |
| 13 | IXG | 1000.00% |
| 14 | IWV | 1000.00% |
| 15 | IWS | 1000.00% |
| 16 | IWR | 1000.00% |
| 17 | IWD | 1000.00% |
| 18 | IWB | 1000.00% |
| 19 | IVV | 1000.00% |
| 20 | IUSV | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 20.96M (11.36%) | -1.55M Decreased by -7.40% | Sep 30, 23 |
| 2 | JPMorgan Chase & Co | 14.65M (7.94%) | -143.73K Decreased by -0.98% | Sep 30, 23 |
| 3 | BlackRock Inc | 13.15M (7.13%) | -865.22K Decreased by -6.58% | Sep 30, 23 |
| 4 | State Street Corporation | 7.97M (4.32%) | -461.31K Decreased by -5.79% | Sep 30, 23 |
| 5 | T. Rowe Price Associates, Inc. | 5.41M (2.93%) | -60.24K Decreased by -1.11% | Sep 30, 23 |
| 6 | Geode Capital Management, LLC | 3.99M (2.17%) | -20.96K Decreased by -0.52% | Sep 30, 23 |
| 7 | Amvescap Plc. | 3.90M (2.11%) | -120.85K Decreased by -3.10% | Sep 30, 23 |
| 8 | Allspring Global Investments Holdings, LLC | 3.26M (1.77%) | 20.28K Increased by +0.62% | Sep 30, 23 |
| 9 | Dimensional Fund Advisors, Inc. | 2.63M (1.43%) | 249.00 Increased by +0.01% | Sep 30, 23 |
| 10 | Northern Trust Corp | 2.24M (1.21%) | 131.74K Increased by +5.89% | Sep 30, 23 |
| 11 | Morgan Stanley - Brokerage Accounts | 1.71M (0.93%) | 228.66K Increased by +13.36% | Sep 30, 23 |
| 12 | Legal & General Group PLC | 1.63M (0.88%) | -73.82K Decreased by -4.53% | Sep 30, 23 |
| 13 | Charles Schwab Investment Management Inc | 1.57M (0.85%) | -16.95K Decreased by -1.08% | Sep 30, 23 |
| 14 | Davis Selected Advisers | 1.52M (0.82%) | -34.38K Decreased by -2.27% | Sep 30, 23 |
| 15 | Boston Partners Global Investors, Inc | 1.47M (0.80%) | -56.02K Decreased by -3.82% | Sep 30, 23 |
| 16 | Bank of New York Mellon Corp | 1.46M (0.79%) | -29.81K Decreased by -2.04% | Sep 30, 23 |
| 17 | Prudential Financial Inc | 939.61K (0.51%) | 596.42K Increased by +63.48% | Sep 30, 23 |
| 18 | Royal Bank of Canada | 935.19K (0.51%) | 23.76K Increased by +2.54% | Sep 30, 23 |
| 19 | Goldman Sachs Group Inc | 907.89K (0.49%) | 252.54K Increased by +27.82% | Sep 30, 23 |
| 20 | UBS Asset Mgmt Americas Inc | 866.47K (0.47%) | -124.07K Decreased by -14.32% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 5.64M (3.06%) | 5.72K Increased by +0.10% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 4.51M (2.44%) | 43.21K Increased by +0.96% | Nov 30, 23 |
| 3 | Vanguard Mid Cap Index Institutional | 4.10M (2.22%) | 3.74K Increased by +0.09% | Nov 30, 23 |
| 4 | JPM US Mid Cap Value-MA | 3.88M (2.10%) | 3.86M Increased by +99.73% | Sep 30, 23 |
| 5 | JPMorgan Mid Cap Value L | 3.88M (2.10%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 6 | JPM US Mid Cap Value-Composite | 3.61M (1.96%) | -266.18K Decreased by -7.38% | Dec 31, 23 |
| 7 | Allspring Special Mid Cap Value Inst | 2.73M (1.48%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 8 | Allspring Special US Mid Cap Value Eq | 2.73M (1.48%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 9 | T. Rowe Price Equity Income | 2.68M (1.45%) | -140.00K Decreased by -5.22% | Sep 30, 23 |
| 10 | T. Rowe Price US Lg-Cp Equity Inc Comp | 2.68M (1.45%) | -140.00K Decreased by -5.22% | Sep 30, 23 |
| 11 | JPM US Value Advantage-MA | 2.55M (1.38%) | 2.44M Increased by +95.82% | Sep 30, 23 |
| 12 | JPMorgan Value Advantage L | 2.49M (1.35%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 13 | JPM America Equity A (dist) USD | 2.38M (1.29%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 14 | SPDR® S&P 500 ETF Trust | 2.26M (1.22%) | -15.91K Decreased by -0.71% | Dec 31, 23 |
| 15 | Fidelity® 500 Index | 2.15M (1.17%) | 13.72K Increased by +0.64% | Nov 30, 23 |
| 16 | iShares Core S&P 500 ETF | 1.82M (0.99%) | 1.09K Increased by +0.06% | Dec 29, 23 |
| 17 | Vanguard Value Index Inv | 1.54M (0.84%) | 3.62K Increased by +0.23% | Nov 30, 23 |
| 18 | Vanguard Mid-Cap Value ETF | 1.45M (0.79%) | -6.37K Decreased by -0.44% | Nov 30, 23 |