| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | EXI | 1000.00% |
| 2 | IWL | 1000.00% |
| 3 | IWD | 1000.00% |
| 4 | IWB | 1000.00% |
| 5 | IVV | 1000.00% |
| 6 | IVE | 1000.00% |
| 7 | IUSV | 1000.00% |
| 8 | ITOT | 1000.00% |
| 9 | IMCV | 1000.00% |
| 10 | IMCB | 1000.00% |
| 11 | ILCV | 1000.00% |
| 12 | ILCB | 1000.00% |
| 13 | JKI | 1000.00% |
| 14 | JKG | 1000.00% |
| 15 | JKF | 1000.00% |
| 16 | JKD | 1000.00% |
| 17 | IYY | 1000.00% |
| 18 | IWX | 1000.00% |
| 19 | IWV | 1000.00% |
| 20 | UTRN | 4.02% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 18.50M (8.20%) | 9.81K Increased by +0.05% | Sep 30, 23 |
| 2 | BlackRock Inc | 15.31M (6.78%) | -552.08K Decreased by -3.61% | Sep 30, 23 |
| 3 | JPMorgan Chase & Co | 12.80M (5.67%) | 413.45K Increased by +3.23% | Sep 30, 23 |
| 4 | State Street Corporation | 9.02M (4.00%) | -191.74K Decreased by -2.12% | Sep 30, 23 |
| 5 | Lazard Asset Management LLC | 8.63M (3.82%) | 264.03K Increased by +3.06% | Sep 30, 23 |
| 6 | Dodge & Cox | 6.42M (2.84%) | 2.12M Increased by +32.95% | Sep 30, 23 |
| 7 | T. Rowe Price Associates, Inc. | 5.76M (2.55%) | 703.17K Increased by +12.21% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 4.26M (1.89%) | 63.23K Increased by +1.48% | Sep 30, 23 |
| 9 | Wells Fargo & Co | 4.19M (1.85%) | 6.72K Increased by +0.16% | Sep 30, 23 |
| 10 | Capital World Investors | 3.61M (1.60%) | -1.90M Decreased by -52.51% | Sep 30, 23 |
| 11 | Bank of America Corp | 3.14M (1.39%) | 553.59K Increased by +17.62% | Sep 30, 23 |
| 12 | Northern Trust Corp | 3.07M (1.36%) | 26.69K Increased by +0.87% | Sep 30, 23 |
| 13 | American Century Companies Inc | 2.72M (1.21%) | 1.11M Increased by +40.84% | Sep 30, 23 |
| 14 | Morgan Stanley - Brokerage Accounts | 2.39M (1.06%) | 73.15K Increased by +3.07% | Sep 30, 23 |
| 15 | Dimensional Fund Advisors, Inc. | 2.08M (0.92%) | -34.56K Decreased by -1.66% | Sep 30, 23 |
| 16 | Bank of New York Mellon Corp | 2.00M (0.89%) | 49.22K Increased by +2.46% | Sep 30, 23 |
| 17 | Legal & General Group PLC | 1.98M (0.88%) | -73.40K Decreased by -3.71% | Sep 30, 23 |
| 18 | London Company of Virginia | 1.98M (0.88%) | 577.17K Increased by +29.20% | Sep 30, 23 |
| 19 | Franklin Resources Inc | 1.92M (0.85%) | -56.28K Decreased by -2.94% | Sep 30, 23 |
| 20 | Fidelity International Ltd | 1.86M (0.82%) | -264.95K Decreased by -14.28% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 7.12M (3.15%) | 14.56K Increased by +0.20% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 5.53M (2.45%) | 50.90K Increased by +0.92% | Nov 30, 23 |
| 3 | JPM US Equity Income-Composite | 4.15M (1.84%) | 431.17K Increased by +10.39% | Dec 31, 23 |
| 4 | Dodge & Cox Stock I | 4.04M (1.79%) | 4.02M Increased by +99.51% | Sep 30, 23 |
| 5 | JPMorgan Equity Income I | 3.95M (1.75%) | 232.33K Increased by +5.88% | Nov 30, 23 |
| 6 | JPM US Equity Income-MA | 3.72M (1.65%) | 3.71M Increased by +99.90% | Sep 30, 23 |
| 7 | Lazard Glbl Listed Infrastruct USD Hedge | 3.41M (1.51%) | 279.50K Increased by +8.20% | Sep 30, 23 |
| 8 | Lazard Global Listed Infrastructure Inst | 3.03M (1.34%) | -374.00K Decreased by -12.33% | Dec 31, 23 |
| 9 | SPDR® S&P 500 ETF Trust | 2.79M (1.23%) | -19.56K Decreased by -0.70% | Dec 31, 23 |
| 10 | Fidelity® 500 Index | 2.65M (1.17%) | 16.84K Increased by +0.64% | Nov 30, 23 |
| 11 | iShares Core S&P 500 ETF | 2.25M (1.00%) | 1.34K Increased by +0.06% | Dec 29, 23 |
| 12 | Vanguard Value Index Inv | 1.95M (0.86%) | 6.04K Increased by +0.31% | Nov 30, 23 |
| 13 | American Funds Income Fund of Amer A | 1.57M (0.70%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 14 | JPM US Equity-MA | 1.57M (0.70%) | 1.57M Increased by +99.87% | Dec 31, 23 |
| 15 | JPMorgan US Equity L | 1.56M (0.69%) | 23.14K Increased by +1.48% | Nov 30, 23 |
| 16 | Vanguard Institutional Index I | 1.51M (0.67%) | -3.27K Decreased by -0.22% | Nov 30, 23 |
| 17 | Franklin Rising Dividends A | 1.36M (0.60%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 18 | Franklin Rising Dividends Fund A | 1.36M (0.60%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | Vanguard Windsor™ II Inv | 1.33M (0.59%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 20 | American Funds Washington Mutual A | 1.12M (0.50%) | -1.11M Decreased by -99.55% | Sep 30, 23 |