| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ILCB | 1000.00% |
| 2 | IVV | 1000.00% |
| 3 | IVE | 1000.00% |
| 4 | IUSV | 1000.00% |
| 5 | ITOT | 1000.00% |
| 6 | IMCV | 1000.00% |
| 7 | IMCB | 1000.00% |
| 8 | ILCV | 1000.00% |
| 9 | JKI | 1000.00% |
| 10 | JKG | 1000.00% |
| 11 | JKF | 1000.00% |
| 12 | JKD | 1000.00% |
| 13 | IYY | 1000.00% |
| 14 | IYC | 1000.00% |
| 15 | IWV | 1000.00% |
| 16 | IWS | 1000.00% |
| 17 | IWR | 1000.00% |
| 18 | IWD | 1000.00% |
| 19 | IWB | 1000.00% |
| 20 | LSAT | 3.25% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 30.25M (11.38%) | 382.05K Increased by +1.26% | Sep 30, 23 |
| 2 | BlackRock Inc | 22.77M (8.57%) | 393.83K Increased by +1.73% | Sep 30, 23 |
| 3 | State Street Corporation | 11.33M (4.26%) | 270.44K Increased by +2.39% | Sep 30, 23 |
| 4 | Massachusetts Financial Services Company | 10.63M (4.00%) | -3.01M Decreased by -28.34% | Sep 30, 23 |
| 5 | Wellington Management Company LLP | 10.33M (3.89%) | 540.26K Increased by +5.23% | Sep 30, 23 |
| 6 | Morgan Stanley - Brokerage Accounts | 9.91M (3.73%) | 1.20M Increased by +12.06% | Sep 30, 23 |
| 7 | Allspring Global Investments Holdings, LLC | 8.62M (3.24%) | 364.73K Increased by +4.23% | Sep 30, 23 |
| 8 | Nordea Investment Mgmt Bank Demark A/s | 7.15M (2.69%) | 844.19K Increased by +11.81% | Sep 30, 23 |
| 9 | JPMorgan Chase & Co | 6.43M (2.42%) | -22.64K Decreased by -0.35% | Sep 30, 23 |
| 10 | Boston Partners Global Investors, Inc | 6.16M (2.32%) | -2.20M Decreased by -35.69% | Sep 30, 23 |
| 11 | Geode Capital Management, LLC | 5.96M (2.24%) | 336.21K Increased by +5.64% | Sep 30, 23 |
| 12 | Amvescap Plc. | 5.73M (2.16%) | 528.31K Increased by +9.23% | Sep 30, 23 |
| 13 | Goldman Sachs Group Inc | 4.67M (1.76%) | -236.78K Decreased by -5.07% | Sep 30, 23 |
| 14 | River Road Asset Management, LLC | 4.58M (1.72%) | 529.69K Increased by +11.57% | Sep 30, 23 |
| 15 | Dimensional Fund Advisors, Inc. | 4.05M (1.52%) | 3.00K Increased by +0.07% | Sep 30, 23 |
| 16 | Lazard Asset Management LLC | 3.88M (1.46%) | -758.62K Decreased by -19.57% | Sep 30, 23 |
| 17 | Northern Trust Corp | 3.05M (1.15%) | 132.82K Increased by +4.36% | Sep 30, 23 |
| 18 | UBS Asset Mgmt Americas Inc | 2.75M (1.04%) | 66.18K Increased by +2.40% | Sep 30, 23 |
| 19 | Bank of New York Mellon Corp | 2.27M (0.85%) | -3.42K Decreased by -0.15% | Sep 30, 23 |
| 20 | Charles Schwab Investment Management Inc | 2.24M (0.84%) | 136.61K Increased by +6.10% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 8.35M (3.14%) | 8.81K Increased by +0.11% | Nov 30, 23 |
| 2 | Allspring Special Mid Cap Value Inst | 7.25M (2.73%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 3 | Allspring Special US Mid Cap Value Eq | 7.25M (2.73%) | 290.30K Increased by +4.01% | Sep 30, 23 |
| 4 | Vanguard Institutional 500 Index Trust | 6.52M (2.46%) | 64.95K Increased by +1.00% | Nov 30, 23 |
| 5 | Vanguard Mid Cap Index Institutional | 6.08M (2.29%) | 5.76K Increased by +0.09% | Nov 30, 23 |
| 6 | Eaton Vance Atlanta Capital SMID-Cap I | 5.61M (2.11%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 7 | MFS Mid Cap Value A | 3.97M (1.49%) | 330.70K Increased by +8.33% | Nov 30, 23 |
| 8 | MFS Mid Cap Value Equity | 3.64M (1.37%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 9 | JPM US Mid Cap Value-MA | 3.36M (1.26%) | 3.35M Increased by +99.73% | Sep 30, 23 |
| 10 | JPMorgan Mid Cap Value L | 3.36M (1.26%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 11 | SPDR® S&P 500 ETF Trust | 3.30M (1.24%) | -23.21K Decreased by -0.70% | Dec 31, 23 |
| 12 | JPM US Mid Cap Value-Composite | 3.30M (1.24%) | -63.47K Decreased by -1.92% | Dec 31, 23 |
| 13 | Fidelity® 500 Index | 3.12M (1.17%) | 19.84K Increased by +0.64% | Nov 30, 23 |
| 14 | Nordea 1 - Global Climate & Envir BI EUR | 2.87M (1.08%) | -58.88K Decreased by -2.05% | Nov 30, 23 |
| 15 | iShares Core S&P 500 ETF | 2.67M (1.00%) | 1.59K Increased by +0.06% | Dec 29, 23 |
| 16 | Vanguard Value Index Inv | 2.30M (0.87%) | 17.85K Increased by +0.77% | Nov 30, 23 |
| 17 | Invesco S&P 500® Equal Weight ETF | 2.08M (0.78%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 18 | JHancock Disciplined Value Mid Cap I | 2.03M (0.76%) | 425.02K Increased by +20.93% | Nov 30, 23 |
| 19 | Vanguard Mid-Cap Growth ETF | 1.86M (0.70%) | 5.81K Increased by +0.31% | Nov 30, 23 |
| 20 | Vanguard Institutional Index I | 1.79M (0.67%) | 657.00 Increased by +0.04% | Nov 30, 23 |