| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ITOT | 1000.00% |
| 2 | JKG | 1000.00% |
| 3 | JKE | 1000.00% |
| 4 | JKD | 1000.00% |
| 5 | IYY | 1000.00% |
| 6 | IYR | 1000.00% |
| 7 | IWV | 1000.00% |
| 8 | IWS | 1000.00% |
| 9 | IWR | 1000.00% |
| 10 | IWD | 1000.00% |
| 11 | IWB | 1000.00% |
| 12 | IVW | 1000.00% |
| 13 | IVV | 1000.00% |
| 14 | IVE | 1000.00% |
| 15 | IUSV | 1000.00% |
| 16 | IUSG | 1000.00% |
| 17 | IMCG | 1000.00% |
| 18 | IMCB | 1000.00% |
| 19 | ILCG | 1000.00% |
| 20 | ILCB | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 17.31M (16.22%) | -20.88K Decreased by -0.12% | Sep 30, 23 |
| 2 | BlackRock Inc | 8.99M (8.42%) | 44.32K Increased by +0.49% | Sep 30, 23 |
| 3 | Cohen & Steers Inc | 5.79M (5.42%) | 1.64M Increased by +28.36% | Sep 30, 23 |
| 4 | State Street Corporation | 4.64M (4.35%) | -118.35K Decreased by -2.55% | Sep 30, 23 |
| 5 | Principal Financial Group Inc | 2.80M (2.62%) | 21.79K Increased by +0.78% | Sep 30, 23 |
| 6 | Geode Capital Management, LLC | 2.64M (2.47%) | 52.84K Increased by +2.00% | Sep 30, 23 |
| 7 | JPMorgan Chase & Co | 2.61M (2.44%) | -90.74K Decreased by -3.48% | Sep 30, 23 |
| 8 | Deutsche Bank AG | 2.56M (2.40%) | -479.07K Decreased by -18.69% | Sep 30, 23 |
| 9 | Amvescap Plc. | 2.14M (2.01%) | 1.25M Increased by +58.43% | Sep 30, 23 |
| 10 | Brown Advisory Holdings Inc | 1.94M (1.82%) | -170.74K Decreased by -8.81% | Sep 30, 23 |
| 11 | Massachusetts Financial Services Company | 1.79M (1.68%) | -334.80K Decreased by -18.69% | Sep 30, 23 |
| 12 | Dimensional Fund Advisors, Inc. | 1.53M (1.43%) | 19.75K Increased by +1.29% | Sep 30, 23 |
| 13 | Morgan Stanley - Brokerage Accounts | 1.44M (1.35%) | -575.40K Decreased by -39.85% | Sep 30, 23 |
| 14 | Ameriprise Financial Inc | 1.36M (1.27%) | 727.16K Increased by +53.55% | Sep 30, 23 |
| 15 | Legal & General Group PLC | 1.35M (1.26%) | -7.70K Decreased by -0.57% | Sep 30, 23 |
| 16 | Citadel Advisors Llc | 1.31M (1.23%) | 841.92K Increased by +64.17% | Sep 30, 23 |
| 17 | Goldman Sachs Group Inc | 1.25M (1.17%) | 257.28K Increased by +20.55% | Sep 30, 23 |
| 18 | Northern Trust Corp | 1.21M (1.13%) | 12.45K Increased by +1.03% | Sep 30, 23 |
| 19 | T. Rowe Price Associates, Inc. | 1.18M (1.10%) | -1.31M Decreased by -110.94% | Sep 30, 23 |
| 20 | Charles Schwab Investment Management Inc | 1.13M (1.06%) | 6.13K Increased by +0.54% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Real Estate Index Investor | 4.39M (4.12%) | -70.04K Decreased by -1.59% | Nov 30, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 3.40M (3.18%) | 4.14K Increased by +0.12% | Nov 30, 23 |
| 3 | Vanguard Institutional 500 Index Trust | 2.64M (2.47%) | 22.92K Increased by +0.87% | Nov 30, 23 |
| 4 | Vanguard Mid Cap Index Institutional | 2.46M (2.31%) | 3.34K Increased by +0.14% | Nov 30, 23 |
| 5 | Principal Aligned MidCap Equity | 1.90M (1.78%) | 18.29K Increased by +0.96% | Sep 30, 23 |
| 6 | Principal MidCap R5 | 1.90M (1.78%) | -14.14K Decreased by -0.75% | Nov 30, 23 |
| 7 | Cohen & Steers Real Estate Securities A | 1.37M (1.28%) | 309.06K Increased by +22.54% | Sep 30, 23 |
| 8 | SPDR® S&P 500 ETF Trust | 1.34M (1.25%) | -9.34K Decreased by -0.70% | Dec 31, 23 |
| 9 | Fidelity® 500 Index | 1.26M (1.18%) | 8.04K Increased by +0.64% | Nov 30, 23 |
| 10 | JPMorgan Equity Premium Income ETF | 1.11M (1.04%) | -14.34K Decreased by -1.29% | Dec 29, 23 |
| 11 | iShares Core S&P 500 ETF | 1.07M (1.01%) | 640.00 Increased by +0.06% | Dec 29, 23 |
| 12 | Cohen & Steers Instl Realty Shares | 977.34K (0.92%) | 96.08K Increased by +9.83% | Sep 30, 23 |
| 13 | Vanguard Growth Index Investor | 954.77K (0.89%) | 5.31K Increased by +0.56% | Nov 30, 23 |
| 14 | Diamond Hill Large Cap Equity | 935.66K (0.88%) | 31.14K Increased by +3.33% | Dec 31, 23 |
| 15 | Cohen & Steers Realty Shares L | 873.53K (0.82%) | 83.41K Increased by +9.55% | Sep 30, 23 |
| 16 | Vanguard Mid-Cap Growth ETF | 754.00K (0.71%) | 2.39K Increased by +0.32% | Nov 30, 23 |
| 17 | Principal LargeCap Growth I Instl | 745.99K (0.70%) | 61.52K Increased by +8.25% | Nov 30, 23 |
| 18 | Vanguard Institutional Index I | 722.21K (0.68%) | -2.43K Decreased by -0.34% | Nov 30, 23 |
| 19 | Fidelity® Real Estate Investment Port | 697.08K (0.65%) | 90.00K Increased by +12.91% | Nov 30, 23 |
| 20 | Vanguard Real Estate II Index | 683.84K (0.64%) | -2.92K Decreased by -0.43% | Nov 30, 23 |