| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWR | 1000.00% |
| 2 | JKF | 1000.00% |
| 3 | JKD | 1000.00% |
| 4 | IYY | 1000.00% |
| 5 | IYG | 1000.00% |
| 6 | IYF | 1000.00% |
| 7 | IXG | 1000.00% |
| 8 | IWV | 1000.00% |
| 9 | IWS | 1000.00% |
| 10 | IWB | 1000.00% |
| 11 | IWD | 1000.00% |
| 12 | IAT | 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 | 19.50M (11.81%) | -139.47K Decreased by -0.72% | Sep 30, 23 |
| 2 | Wellington Management Company LLP | 14.21M (8.61%) | -667.64K Decreased by -4.70% | Sep 30, 23 |
| 3 | BlackRock Inc | 13.05M (7.91%) | 114.60K Increased by +0.88% | Sep 30, 23 |
| 4 | State Street Corporation | 8.37M (5.07%) | 523.99K Increased by +6.26% | Sep 30, 23 |
| 5 | FMR Inc | 8.28M (5.02%) | -117.81K Decreased by -1.42% | Sep 30, 23 |
| 6 | JPMorgan Chase & Co | 6.07M (3.68%) | -17.73K Decreased by -0.29% | Sep 30, 23 |
| 7 | Amvescap Plc. | 4.84M (2.93%) | 650.80K Increased by +13.44% | Sep 30, 23 |
| 8 | State Farm Mutual Automobile Ins Co | 4.23M (2.56%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 3.76M (2.28%) | 83.25K Increased by +2.21% | Sep 30, 23 |
| 10 | Charles Schwab Investment Management Inc | 3.60M (2.18%) | 41.79K Increased by +1.16% | Sep 30, 23 |
| 11 | Morgan Stanley - Brokerage Accounts | 3.17M (1.92%) | -213.39K Decreased by -6.73% | Sep 30, 23 |
| 12 | Barrow Hanley Mewhinney & Strauss LLC | 2.78M (1.69%) | -92.82K Decreased by -3.33% | Sep 30, 23 |
| 13 | Massachusetts Financial Services Company | 1.73M (1.05%) | 393.12K Increased by +22.77% | Sep 30, 23 |
| 14 | M&T Bank Corp | 1.72M (1.04%) | -36.55K Decreased by -2.13% | Sep 30, 23 |
| 15 | Northern Trust Corp | 1.67M (1.01%) | 59.69K Increased by +3.57% | Sep 30, 23 |
| 16 | Bank of New York Mellon Corp | 1.61M (0.98%) | 270.82K Increased by +16.78% | Sep 30, 23 |
| 17 | Goldman Sachs Group Inc | 1.45M (0.88%) | 171.56K Increased by +11.85% | Sep 30, 23 |
| 18 | Dimensional Fund Advisors, Inc. | 1.35M (0.82%) | 2.68K Increased by +0.20% | Sep 30, 23 |
| 19 | London Company of Virginia | 1.12M (0.68%) | 210.82K Increased by +18.85% | Sep 30, 23 |
| 20 | LSV Asset Management | 1.11M (0.67%) | 430.36K Increased by +38.82% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 5.20M (3.15%) | 6.44K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 4.04M (2.45%) | 39.51K Increased by +0.98% | Nov 30, 23 |
| 3 | Vanguard Equity-Income Inv | 4.01M (2.43%) | -314.08K Decreased by -7.83% | Sep 30, 23 |
| 4 | Vanguard Mid Cap Index Institutional | 3.77M (2.29%) | 4.38K Increased by +0.12% | Nov 30, 23 |
| 5 | Schwab US Dividend Equity ETF™ | 2.66M (1.61%) | 3.73K Increased by +0.14% | Nov 30, 23 |
| 6 | Vanguard Wellesley® Income Inv | 2.56M (1.55%) | -168.78K Decreased by -6.59% | Sep 30, 23 |
| 7 | Fidelity® 500 Index | 1.92M (1.16%) | 15.30K Increased by +0.80% | Oct 31, 23 |
| 8 | SPDR® S&P 500 ETF Trust | 1.88M (1.14%) | 6.04K Increased by +0.32% | Nov 30, 23 |
| 9 | Vanguard Windsor Investor Shares | 1.85M (1.12%) | -7.59K Decreased by -0.41% | Sep 30, 23 |
| 10 | iShares Core S&P 500 ETF | 1.63M (0.99%) | 1.58K Increased by +0.10% | Nov 30, 23 |
| 11 | JPM US Mid Cap Value-Composite | 1.52M (0.92%) | -204.87K Decreased by -13.50% | Sep 30, 23 |
| 12 | JPM US Mid Cap Value-MA | 1.52M (0.92%) | 1.51M Increased by +99.69% | Sep 30, 23 |
| 13 | JPMorgan Mid Cap Value L | 1.52M (0.92%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 14 | Vanguard Value Index Inv | 1.42M (0.86%) | 2.46K Increased by +0.17% | Nov 30, 23 |
| 15 | Vanguard Mid-Cap Value ETF | 1.34M (0.81%) | -5.90K Decreased by -0.44% | Nov 30, 23 |
| 16 | JPMorgan Value Advantage L | 1.26M (0.76%) | 16.70K Increased by +1.33% | Oct 31, 23 |
| 17 | JPM US Value Advantage-MA | 1.24M (0.75%) | 1.19M Increased by +96.00% | Sep 30, 23 |
| 18 | Vanguard Institutional Index I | 1.11M (0.67%) | -3.72K Decreased by -0.34% | Nov 30, 23 |
| 19 | MFS Mid Cap Value A | 1.08M (0.65%) | 0.00 Increased by 0.00% | Oct 31, 23 |