| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IVV | 1000.00% |
| 2 | ITOT | 1000.00% |
| 3 | JKI | 1000.00% |
| 4 | JKG | 1000.00% |
| 5 | JKF | 1000.00% |
| 6 | JKD | 1000.00% |
| 7 | IYY | 1000.00% |
| 8 | IYG | 1000.00% |
| 9 | IUSV | 1000.00% |
| 10 | IYF | 1000.00% |
| 11 | IXG | 1000.00% |
| 12 | IWV | 1000.00% |
| 13 | IWS | 1000.00% |
| 14 | IWR | 1000.00% |
| 15 | IWD | 1000.00% |
| 16 | IWB | 1000.00% |
| 17 | IVE | 1000.00% |
| 18 | FOVL | 1000.00% |
| 19 | GLOF | 1000.00% |
| 20 | ILCB | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 38.23M (6.56%) | -2.19M Decreased by -5.72% | Sep 30, 23 |
| 2 | BlackRock Inc | 25.73M (4.41%) | -1.12M Decreased by -4.35% | Sep 30, 23 |
| 3 | Dodge & Cox | 20.64M (3.54%) | -1.08M Decreased by -5.25% | Sep 30, 23 |
| 4 | State Street Corporation | 14.97M (2.57%) | -905.73K Decreased by -6.05% | Sep 30, 23 |
| 5 | Amvescap Plc. | 10.43M (1.79%) | 29.19K Increased by +0.28% | Sep 30, 23 |
| 6 | Longview Partners (Guernsey) Ltd. | 7.71M (1.32%) | -110.64K Decreased by -1.44% | Sep 30, 23 |
| 7 | Geode Capital Management, LLC | 7.08M (1.21%) | -129.55K Decreased by -1.83% | Sep 30, 23 |
| 8 | Capital Research & Mgmt Co - Division 3 | 6.58M (1.13%) | 14.94K Increased by +0.23% | Sep 30, 23 |
| 9 | Harris Associates L.P. | 6.56M (1.12%) | -248.43K Decreased by -3.79% | Sep 30, 23 |
| 10 | JPMorgan Chase & Co | 5.66M (0.97%) | 778.31K Increased by +13.76% | Sep 30, 23 |
| 11 | Ameriprise Financial Inc | 4.79M (0.82%) | -4.04M Decreased by -84.22% | Sep 30, 23 |
| 12 | Northern Trust Corp | 4.62M (0.79%) | 180.09K Increased by +3.89% | Sep 30, 23 |
| 13 | Morgan Stanley - Brokerage Accounts | 4.42M (0.76%) | -739.72K Decreased by -16.74% | Sep 30, 23 |
| 14 | Cooke & Bieler LP | 3.89M (0.67%) | -133.19K Decreased by -3.42% | Sep 30, 23 |
| 15 | LSV Asset Management | 3.63M (0.62%) | -2.90K Decreased by -0.08% | Sep 30, 23 |
| 16 | Yacktman Asset Management Co | 3.48M (0.60%) | -11.34K Decreased by -0.33% | Sep 30, 23 |
| 17 | FMR Inc | 3.34M (0.57%) | -3.95M Decreased by -118.14% | Sep 30, 23 |
| 18 | Hotchkis & Wiley Capital Management LLC | 3.07M (0.53%) | -88.33K Decreased by -2.87% | Sep 30, 23 |
| 19 | Amundi | 3.01M (0.52%) | 1.05M Increased by +34.99% | Sep 30, 23 |
| 20 | Metropolis Capital Ltd | 2.92M (0.50%) | -60.67K Decreased by -2.07% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Dodge & Cox Stock I | 15.04M (2.58%) | 14.97M Increased by +99.51% | Sep 30, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 9.49M (1.63%) | 32.66K Increased by +0.34% | Nov 30, 23 |
| 3 | Vanguard Institutional 500 Index Trust | 7.77M (1.33%) | 74.98K Increased by +0.97% | Nov 30, 23 |
| 4 | Vanguard Mid Cap Index Institutional | 6.88M (1.18%) | 6.44K Increased by +0.09% | Nov 30, 23 |
| 5 | Oakmark Investor | 4.60M (0.79%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 6 | American Funds American Mutual A | 3.89M (0.67%) | -8.11K Decreased by -0.21% | Sep 30, 23 |
| 7 | Capital Group American Mutual Comp | 3.89M (0.67%) | -8.11K Decreased by -0.21% | Sep 30, 23 |
| 8 | SPDR® S&P 500 ETF Trust | 3.80M (0.65%) | -26.72K Decreased by -0.70% | Dec 31, 23 |
| 9 | Fidelity® 500 Index | 3.71M (0.64%) | 23.63K Increased by +0.64% | Nov 30, 23 |
| 10 | iShares Core S&P 500 ETF | 3.07M (0.53%) | 1.83K Increased by +0.06% | Dec 29, 23 |
| 11 | Invesco Comstock A | 2.63M (0.45%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 12 | Invesco Large Cap Value | 2.63M (0.45%) | 211.96K Increased by +8.06% | Sep 30, 23 |
| 13 | Vanguard Value Index Inv | 2.59M (0.44%) | 3.62K Increased by +0.14% | Nov 30, 23 |
| 14 | Vanguard Mid-Cap Value ETF | 2.44M (0.42%) | -10.75K Decreased by -0.44% | Nov 30, 23 |
| 15 | JPM US Mid Cap Value-MA | 2.23M (0.38%) | 2.22M Increased by +99.71% | Sep 30, 23 |
| 16 | JPMorgan Mid Cap Value L | 2.23M (0.38%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 17 | JPM US Mid Cap Value-Composite | 2.19M (0.38%) | -42.09K Decreased by -1.92% | Dec 31, 23 |
| 18 | Vanguard Institutional Index I | 2.12M (0.36%) | -7.15K Decreased by -0.34% | Nov 30, 23 |
| 19 | Financial Select Sector SPDR® ETF | 2.02M (0.35%) | 4.14K Increased by +0.20% | Dec 31, 23 |
| 20 | Vanguard Dividend Appreciation ETF | 1.93M (0.33%) | 9.87K Increased by +0.51% | Nov 30, 23 |