| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IVE | 1000.00% |
| 2 | JKD | 1000.00% |
| 3 | IAK | 1000.00% |
| 4 | IVV | 1000.00% |
| 5 | ILCB | 1000.00% |
| 6 | ILCV | 1000.00% |
| 7 | ITOT | 1000.00% |
| 8 | IUSV | 1000.00% |
| 9 | JKF | 1000.00% |
| 10 | IYY | 1000.00% |
| 11 | IYF | 1000.00% |
| 12 | IXG | 1000.00% |
| 13 | IWX | 1000.00% |
| 14 | IWV | 1000.00% |
| 15 | IWL | 1000.00% |
| 16 | IWD | 1000.00% |
| 17 | IWB | 1000.00% |
| 18 | IVFVC | 5.09% |
| 19 | PJFV | 3.77% |
| 20 | EQRR | 2.64% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 58.27M (9.39%) | -973.84K Decreased by -1.67% | Sep 30, 23 |
| 2 | Dodge & Cox | 53.68M (8.65%) | -473.68K Decreased by -0.88% | Sep 30, 23 |
| 3 | BlackRock Inc | 53.64M (8.65%) | -1.42M Decreased by -2.64% | Sep 30, 23 |
| 4 | T. Rowe Price Associates, Inc. | 36.44M (5.87%) | 272.72K Increased by +0.75% | Sep 30, 23 |
| 5 | State Street Corporation | 27.43M (4.42%) | -1.24M Decreased by -4.53% | Sep 30, 23 |
| 6 | Wellington Management Company LLP | 25.76M (4.15%) | -4.10M Decreased by -15.90% | Sep 30, 23 |
| 7 | JPMorgan Chase & Co | 14.87M (2.40%) | 585.92K Increased by +3.94% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 11.78M (1.90%) | 57.60K Increased by +0.49% | Sep 30, 23 |
| 9 | Morgan Stanley - Brokerage Accounts | 11.38M (1.83%) | -564.21K Decreased by -4.96% | Sep 30, 23 |
| 10 | Ameriprise Financial Inc | 10.56M (1.70%) | -333.94K Decreased by -3.16% | Sep 30, 23 |
| 11 | Pzena Investment Management, LLC | 10.11M (1.63%) | 5.47M Increased by +54.15% | Sep 30, 23 |
| 12 | Northern Trust Corp | 7.44M (1.20%) | 276.36K Increased by +3.71% | Sep 30, 23 |
| 13 | Bank of America Corp | 6.03M (0.97%) | 268.16K Increased by +4.45% | Sep 30, 23 |
| 14 | Amvescap Plc. | 5.83M (0.94%) | 17.38K Increased by +0.30% | Sep 30, 23 |
| 15 | Nuveen Asset Management, LLC | 5.33M (0.86%) | 137.88K Increased by +2.59% | Sep 30, 23 |
| 16 | Royal Bank of Canada | 5.13M (0.83%) | -2.13M Decreased by -41.46% | Sep 30, 23 |
| 17 | Bank of New York Mellon Corp | 4.96M (0.80%) | -220.49K Decreased by -4.44% | Sep 30, 23 |
| 18 | Franklin Resources Inc | 4.35M (0.70%) | 272.10K Increased by +6.26% | Sep 30, 23 |
| 19 | ClearBridge Advisors, LLC | 4.21M (0.68%) | -129.84K Decreased by -3.09% | Sep 30, 23 |
| 20 | Legal & General Group PLC | 3.96M (0.64%) | -168.50K Decreased by -4.25% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Dodge & Cox Stock I | 38.06M (6.14%) | 37.87M Increased by +99.49% | Sep 30, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 17.67M (2.85%) | 21.48K Increased by +0.12% | Nov 30, 23 |
| 3 | Vanguard Institutional 500 Index Trust | 15.40M (2.48%) | 138.22K Increased by +0.90% | Nov 30, 23 |
| 4 | Vanguard Equity-Income Inv | 10.94M (1.76%) | -892.76K Decreased by -8.16% | Sep 30, 23 |
| 5 | T. Rowe Price US Value Equity Composite | 7.68M (1.24%) | -435.26K Decreased by -5.67% | Sep 30, 23 |
| 6 | T. Rowe Price Value | 7.68M (1.24%) | -435.26K Decreased by -5.67% | Sep 30, 23 |
| 7 | SPDR® S&P 500 ETF Trust | 7.66M (1.24%) | -53.87K Decreased by -0.70% | Dec 31, 23 |
| 8 | Fidelity® 500 Index | 7.36M (1.19%) | 46.84K Increased by +0.64% | Nov 30, 23 |
| 9 | JPM US Equity Income-MA | 7.23M (1.17%) | 7.23M Increased by +99.91% | Sep 30, 23 |
| 10 | JPMorgan Equity Income I | 7.09M (1.14%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 11 | JPM US Equity Income-Composite | 6.95M (1.12%) | -283.45K Decreased by -4.08% | Dec 31, 23 |
| 12 | T. Rowe Price U.S. Value Equity Tr-Z | 6.91M (1.11%) | -266.30K Decreased by -3.85% | Sep 30, 23 |
| 13 | iShares Core S&P 500 ETF | 6.19M (1.00%) | 3.70K Increased by +0.06% | Dec 29, 23 |
| 14 | Vanguard Windsor Investor Shares | 6.15M (0.99%) | -184.72K Decreased by -3.00% | Sep 30, 23 |
| 15 | Vanguard Wellesley® Income Inv | 5.92M (0.95%) | -483.85K Decreased by -8.18% | Sep 30, 23 |
| 16 | Vanguard Value Index Inv | 4.84M (0.78%) | 18.73K Increased by +0.39% | Nov 30, 23 |
| 17 | Vanguard Institutional Index I | 4.21M (0.68%) | -9.11K Decreased by -0.22% | Nov 30, 23 |
| 18 | Financial Select Sector SPDR® ETF | 4.07M (0.66%) | 8.32K Increased by +0.20% | Dec 31, 23 |
| 19 | T. Rowe Price Equity Income | 3.90M (0.63%) | -20.00K Decreased by -0.51% | Sep 30, 23 |
| 20 | T. Rowe Price US Lg-Cp Equity Inc Comp | 3.90M (0.63%) | -20.00K Decreased by -0.51% | Sep 30, 23 |