| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWR | 1000.00% |
| 2 | GLOF | 1000.00% |
| 3 | IYY | 1000.00% |
| 4 | IYC | 1000.00% |
| 5 | IWV | 1000.00% |
| 6 | IWS | 1000.00% |
| 7 | ILCB | 1000.00% |
| 8 | ILCG | 1000.00% |
| 9 | ILCV | 1000.00% |
| 10 | IMCB | 1000.00% |
| 11 | IMCG | 1000.00% |
| 12 | IMCV | 1000.00% |
| 13 | ITOT | 1000.00% |
| 14 | IUSG | 1000.00% |
| 15 | IVV | 1000.00% |
| 16 | IVW | 1000.00% |
| 17 | JKI | 1000.00% |
| 18 | IWB | 1000.00% |
| 19 | JKG | 1000.00% |
| 20 | JKF | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 25.06M (11.71%) | -725.43K Decreased by -2.89% | Sep 30, 23 |
| 2 | BlackRock Inc | 21.05M (9.84%) | 167.53K Increased by +0.80% | Sep 30, 23 |
| 3 | Putnam Investments LLC | 10.81M (5.05%) | -411.56K Decreased by -3.81% | Sep 30, 23 |
| 4 | State Street Corporation | 10.37M (4.84%) | 61.59K Increased by +0.59% | Sep 30, 23 |
| 5 | Dimensional Fund Advisors, Inc. | 7.05M (3.30%) | -28.45K Decreased by -0.40% | Sep 30, 23 |
| 6 | Greenhaven Associates Inc | 5.70M (2.66%) | -81.33K Decreased by -1.43% | Sep 30, 23 |
| 7 | FMR Inc | 5.48M (2.56%) | 95.94K Increased by +1.75% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 4.97M (2.32%) | 60.54K Increased by +1.22% | Sep 30, 23 |
| 9 | Amvescap Plc. | 4.43M (2.07%) | 522.03K Increased by +11.78% | Sep 30, 23 |
| 10 | AQR Capital Management LLC | 4.13M (1.93%) | -5.16K Decreased by -0.12% | Sep 30, 23 |
| 11 | LSV Asset Management | 4.08M (1.91%) | -264.37K Decreased by -6.47% | Sep 30, 23 |
| 12 | Morgan Stanley - Brokerage Accounts | 3.12M (1.46%) | 61.95K Increased by +1.99% | Sep 30, 23 |
| 13 | Northern Trust Corp | 2.52M (1.18%) | 195.45K Increased by +7.76% | Sep 30, 23 |
| 14 | Bank of New York Mellon Corp | 2.00M (0.93%) | 32.82K Increased by +1.64% | Sep 30, 23 |
| 15 | Bank of America Corp | 1.97M (0.92%) | 23.42K Increased by +1.19% | Sep 30, 23 |
| 16 | Harris Associates L.P. | 1.95M (0.91%) | -2.01M Decreased by -102.74% | Sep 30, 23 |
| 17 | Pacer Advisors, INC. | 1.94M (0.91%) | 963.32K Increased by +49.57% | Sep 30, 23 |
| 18 | Ameriprise Financial Inc | 1.91M (0.89%) | -319.87K Decreased by -16.79% | Sep 30, 23 |
| 19 | AllianceBernstein L.P. | 1.82M (0.85%) | -1.20M Decreased by -65.93% | Sep 30, 23 |
| 20 | HSBC Holdings PLC | 1.75M (0.82%) | 679.58K Increased by +38.88% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 6.86M (3.21%) | 7.93K Increased by +0.12% | Nov 30, 23 |
| 2 | Putnam Large Cap Value A | 6.26M (2.93%) | 125.97K Increased by +2.01% | Dec 31, 23 |
| 3 | Putnam US Large Cap Value Equity | 6.14M (2.87%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 4 | Vanguard Institutional 500 Index Trust | 5.34M (2.50%) | 47.80K Increased by +0.89% | Nov 30, 23 |
| 5 | Vanguard Mid Cap Index Institutional | 4.99M (2.33%) | 5.69K Increased by +0.11% | Nov 30, 23 |
| 6 | Pacer US Cash Cows 100 ETF | 2.97M (1.39%) | 11.79K Increased by +0.40% | Dec 29, 23 |
| 7 | SPDR® S&P 500 ETF Trust | 2.66M (1.24%) | -18.69K Decreased by -0.70% | Dec 31, 23 |
| 8 | Fidelity® 500 Index | 2.56M (1.20%) | 16.27K Increased by +0.64% | Nov 30, 23 |
| 9 | iShares Core S&P 500 ETF | 2.15M (1.00%) | 1.28K Increased by +0.06% | Dec 29, 23 |
| 10 | Oakmark Investor | 1.95M (0.91%) | -1.80M Decreased by -92.12% | Sep 30, 23 |
| 11 | Vanguard Value Index Inv | 1.88M (0.88%) | 8.47K Increased by +0.45% | Nov 30, 23 |
| 12 | iShares MSCI USA Quality Factor ETF | 1.80M (0.84%) | 1.10K Increased by +0.06% | Dec 29, 23 |
| 13 | Vanguard Mid-Cap Value ETF | 1.77M (0.83%) | -7.84K Decreased by -0.44% | Nov 30, 23 |
| 14 | iShares US Home Construction ETF | 1.73M (0.81%) | 7.25K Increased by +0.42% | Dec 29, 23 |
| 15 | DFA US Large Cap Value I | 1.68M (0.79%) | -2.04K Decreased by -0.12% | Nov 30, 23 |
| 16 | Putnam Large Cap Value Trust IA | 1.48M (0.69%) | 85.70K Increased by +5.80% | Dec 31, 23 |
| 17 | Vanguard Institutional Index I | 1.46M (0.68%) | -1.47K Decreased by -0.10% | Nov 30, 23 |