| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IVE | 1000.00% |
| 2 | IMCV | 1000.00% |
| 3 | IWV | 1000.00% |
| 4 | IWS | 1000.00% |
| 5 | ITOT | 1000.00% |
| 6 | IWR | 1000.00% |
| 7 | IWD | 1000.00% |
| 8 | IWB | 1000.00% |
| 9 | IVV | 1000.00% |
| 10 | IUSV | 1000.00% |
| 11 | IAI | 1000.00% |
| 12 | ILCB | 1000.00% |
| 13 | ILCG | 1000.00% |
| 14 | JKI | 1000.00% |
| 15 | JKG | 1000.00% |
| 16 | JKF | 1000.00% |
| 17 | JKE | 1000.00% |
| 18 | JKD | 1000.00% |
| 19 | IYY | 1000.00% |
| 20 | IYG | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 22.38M (11.93%) | -502.90K Decreased by -2.25% | Sep 30, 23 |
| 2 | BlackRock Inc | 16.48M (8.78%) | -715.10K Decreased by -4.34% | Sep 30, 23 |
| 3 | PRIMECAP Management Company | 12.57M (6.70%) | -132.41K Decreased by -1.05% | Sep 30, 23 |
| 4 | Wellington Management Company LLP | 11.57M (6.17%) | 246.35K Increased by +2.13% | Sep 30, 23 |
| 5 | State Street Corporation | 7.68M (4.09%) | -386.59K Decreased by -5.03% | Sep 30, 23 |
| 6 | JPMorgan Chase & Co | 6.73M (3.59%) | -850.81K Decreased by -12.64% | Sep 30, 23 |
| 7 | FMR Inc | 6.50M (3.46%) | -673.48K Decreased by -10.36% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 4.06M (2.16%) | 633.00 Increased by +0.02% | Sep 30, 23 |
| 9 | T. Rowe Price Investment Management,Inc. | 3.55M (1.89%) | -18.80K Decreased by -0.53% | Sep 30, 23 |
| 10 | Amvescap Plc. | 2.20M (1.17%) | -96.18K Decreased by -4.38% | Sep 30, 23 |
| 11 | Earnest Partners LLC | 2.17M (1.15%) | 98.66K Increased by +4.56% | Sep 30, 23 |
| 12 | Massachusetts Financial Services Company | 2.15M (1.15%) | -56.18K Decreased by -2.61% | Sep 30, 23 |
| 13 | Brave Warrior Advisors LLC | 2.14M (1.14%) | -23.60K Decreased by -1.10% | Sep 30, 23 |
| 14 | Northern Trust Corp | 2.08M (1.11%) | 51.24K Increased by +2.46% | Sep 30, 23 |
| 15 | AGF Management Ltd | 2.03M (1.08%) | -22.83K Decreased by -1.13% | Sep 30, 23 |
| 16 | Bank of America Corp | 1.75M (0.93%) | 48.03K Increased by +2.75% | Sep 30, 23 |
| 17 | Morgan Stanley - Brokerage Accounts | 1.60M (0.85%) | -274.31K Decreased by -17.15% | Sep 30, 23 |
| 18 | Mercer Global Advisors Inc. | 1.57M (0.84%) | -81.67K Decreased by -5.20% | Sep 30, 23 |
| 19 | Dimensional Fund Advisors, Inc. | 1.57M (0.84%) | 134.61K Increased by +8.58% | Sep 30, 23 |
| 20 | Apg All Pensions Group | 1.56M (0.83%) | -71.19K Decreased by -4.55% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 5.89M (3.14%) | 7.34K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Equity-Income Inv | 5.33M (2.84%) | 11.37K Increased by +0.21% | Sep 30, 23 |
| 3 | Vanguard Institutional 500 Index Trust | 4.58M (2.44%) | 45.28K Increased by +0.99% | Nov 30, 23 |
| 4 | Vanguard Mid Cap Index Institutional | 4.27M (2.28%) | 5.38K Increased by +0.13% | Nov 30, 23 |
| 5 | Vanguard PRIMECAP Inv | 4.26M (2.27%) | -1.00K Decreased by -0.02% | Sep 30, 23 |
| 6 | Vanguard Capital Opportunity Inv | 2.95M (1.57%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 7 | Vanguard Windsor Investor Shares | 2.43M (1.29%) | -9.98K Decreased by -0.41% | Sep 30, 23 |
| 8 | SPDR® S&P 500 ETF Trust | 2.34M (1.25%) | 18.43K Increased by +0.79% | Dec 29, 23 |
| 9 | Fidelity® 500 Index | 2.19M (1.17%) | 13.94K Increased by +0.64% | Nov 30, 23 |
| 10 | iShares Core S&P 500 ETF | 1.87M (1.00%) | 1.12K Increased by +0.06% | Dec 29, 23 |
| 11 | Vanguard PRIMECAP Core Inv | 1.79M (0.95%) | -8.20K Decreased by -0.46% | Sep 30, 23 |
| 12 | JPM US Mid Cap Value-Composite | 1.75M (0.93%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 13 | JPM US Mid Cap Value-MA | 1.75M (0.93%) | 1.75M Increased by +99.71% | Sep 30, 23 |
| 14 | JPMorgan Mid Cap Value L | 1.75M (0.93%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | T. Rowe Price Mid-Cap Growth | 1.74M (0.93%) | -7.70K Decreased by -0.44% | Sep 30, 23 |
| 16 | T. Rowe Price US Mid-Cap Growth Equity | 1.74M (0.93%) | -7.70K Decreased by -0.44% | Sep 30, 23 |
| 17 | BlackRock Equity Dividend Instl | 1.68M (0.89%) | -28.18K Decreased by -1.68% | Nov 30, 23 |
| 18 | Vanguard Value Index Inv | 1.61M (0.86%) | 2.41K Increased by +0.15% | Nov 30, 23 |