| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ILCB | 1000.00% |
| 2 | IVW | 1000.00% |
| 3 | IVV | 1000.00% |
| 4 | IVE | 1000.00% |
| 5 | IUSV | 1000.00% |
| 6 | IUSG | 1000.00% |
| 7 | ITOT | 1000.00% |
| 8 | IMCV | 1000.00% |
| 9 | IMCG | 1000.00% |
| 10 | IMCB | 1000.00% |
| 11 | ILCV | 1000.00% |
| 12 | ILCG | 1000.00% |
| 13 | JKI | 1000.00% |
| 14 | JKG | 1000.00% |
| 15 | JKF | 1000.00% |
| 16 | JKE | 1000.00% |
| 17 | JKD | 1000.00% |
| 18 | IYY | 1000.00% |
| 19 | IYC | 1000.00% |
| 20 | IWV | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 31.28M (11.41%) | -3.30M Decreased by -10.54% | Sep 30, 23 |
| 2 | BlackRock Inc | 19.50M (7.11%) | -2.73M Decreased by -13.98% | Sep 30, 23 |
| 3 | T. Rowe Price Investment Management,Inc. | 14.14M (5.16%) | -5.47M Decreased by -38.65% | Sep 30, 23 |
| 4 | State Street Corporation | 11.24M (4.10%) | -861.10K Decreased by -7.66% | Sep 30, 23 |
| 5 | Davis Selected Advisers | 9.85M (3.59%) | 9.85M Increased by +100.00% | Sep 30, 23 |
| 6 | Morgan Stanley - Brokerage Accounts | 6.66M (2.43%) | -540.06K Decreased by -8.11% | Sep 30, 23 |
| 7 | Corvex Management LP | 6.42M (2.34%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 6.07M (2.21%) | -271.04K Decreased by -4.46% | Sep 30, 23 |
| 9 | Capital World Investors | 5.57M (2.03%) | 5.57M Increased by +100.00% | Sep 30, 23 |
| 10 | Canada Pension Plan Investment Board | 4.85M (1.77%) | -637.62K Decreased by -13.14% | Sep 30, 23 |
| 11 | Fisher Asset Management, LLC | 4.14M (1.51%) | -291.97K Decreased by -7.05% | Sep 30, 23 |
| 12 | Boston Partners Global Investors, Inc | 3.98M (1.45%) | 3.72M Increased by +93.54% | Sep 30, 23 |
| 13 | Amvescap Plc. | 3.94M (1.44%) | 500.57K Increased by +12.70% | Sep 30, 23 |
| 14 | Dimensional Fund Advisors, Inc. | 3.39M (1.24%) | -51.33K Decreased by -1.51% | Sep 30, 23 |
| 15 | Bank of America Corp | 3.35M (1.22%) | 319.79K Increased by +9.54% | Sep 30, 23 |
| 16 | Northern Trust Corp | 2.71M (0.99%) | -86.10K Decreased by -3.18% | Sep 30, 23 |
| 17 | Southeastern Asset Management Inc | 2.57M (0.94%) | -205.89K Decreased by -8.00% | Sep 30, 23 |
| 18 | Ameriprise Financial Inc | 2.53M (0.92%) | 106.16K Increased by +4.20% | Sep 30, 23 |
| 19 | Charles Schwab Investment Management Inc | 2.42M (0.88%) | -137.58K Decreased by -5.69% | Sep 30, 23 |
| 20 | UBS Asset Mgmt Americas Inc | 2.28M (0.83%) | 773.47K Increased by +33.89% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 8.23M (3.00%) | 9.94K Increased by +0.12% | Nov 30, 23 |
| 2 | T. Rowe Price Mid-Cap Growth | 7.00M (2.55%) | -2.70M Decreased by -38.53% | Sep 30, 23 |
| 3 | T. Rowe Price US Mid-Cap Growth Equity | 7.00M (2.55%) | -2.70M Decreased by -38.53% | Sep 30, 23 |
| 4 | Vanguard Institutional 500 Index Trust | 6.84M (2.50%) | 66.40K Increased by +0.97% | Nov 30, 23 |
| 5 | Vanguard Mid Cap Index Institutional | 5.98M (2.18%) | 3.53K Increased by +0.06% | Nov 30, 23 |
| 6 | American Funds Growth Fund of Amer A | 5.49M (2.00%) | 5.49M Increased by +100.00% | Sep 30, 23 |
| 7 | Capital Group Growth Fnd of Amer Comp | 5.49M (2.00%) | 5.49M Increased by +100.00% | Sep 30, 23 |
| 8 | Davis NY Venture A | 3.66M (1.34%) | 2.32M Increased by +63.46% | Oct 31, 23 |
| 9 | SPDR® S&P 500 ETF Trust | 3.37M (1.23%) | -23.65K Decreased by -0.70% | Dec 31, 23 |
| 10 | Fidelity® 500 Index | 3.27M (1.19%) | 20.81K Increased by +0.64% | Nov 30, 23 |
| 11 | iShares Core S&P 500 ETF | 2.72M (0.99%) | 1.62K Increased by +0.06% | Dec 29, 23 |
| 12 | Invesco S&P 500® Equal Weight ETF | 2.28M (0.83%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 13 | Vanguard Value Index Inv | 2.25M (0.82%) | 216.00 Increased by +0.01% | Nov 30, 23 |
| 14 | JHancock Disciplined Value I | 2.13M (0.78%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | Vanguard Mid-Cap Value ETF | 2.12M (0.77%) | -9.41K Decreased by -0.44% | Nov 30, 23 |
| 16 | Vanguard Institutional Index I | 1.87M (0.68%) | -6.30K Decreased by -0.34% | Nov 30, 23 |
| 17 | T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z | 1.62M (0.59%) | -573.00K Decreased by -35.30% | Sep 30, 23 |
| 18 | Consumer Discret Sel Sect SPDR® ETF | 1.56M (0.57%) | 138.30K Increased by +8.84% | Dec 31, 23 |
| 19 | Longleaf Partners | 1.41M (0.51%) | -132.34K Decreased by -9.39% | Sep 30, 23 |
| 20 | Baron Real Estate Institutional | 1.36M (0.50%) | 113.00K Increased by +8.31% | Dec 31, 23 |