| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | EXI | 1000.00% |
| 2 | IMCV | 1000.00% |
| 3 | IMCG | 1000.00% |
| 4 | IMCB | 1000.00% |
| 5 | ILCV | 1000.00% |
| 6 | ILCG | 1000.00% |
| 7 | ILCB | 1000.00% |
| 8 | JKI | 1000.00% |
| 9 | JKG | 1000.00% |
| 10 | JKF | 1000.00% |
| 11 | JKE | 1000.00% |
| 12 | JKD | 1000.00% |
| 13 | IYY | 1000.00% |
| 14 | IWV | 1000.00% |
| 15 | IWS | 1000.00% |
| 16 | IWR | 1000.00% |
| 17 | IWD | 1000.00% |
| 18 | IWB | 1000.00% |
| 19 | IVV | 1000.00% |
| 20 | IVE | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 18.72M (12.25%) | -155.00K Decreased by -0.83% | Sep 30, 23 |
| 2 | T. Rowe Price Associates, Inc. | 16.88M (11.05%) | 206.82K Increased by +1.23% | Sep 30, 23 |
| 3 | BlackRock Inc | 10.35M (6.77%) | 213.99K Increased by +2.07% | Sep 30, 23 |
| 4 | State Street Corporation | 8.54M (5.59%) | -2.88M Decreased by -33.68% | Sep 30, 23 |
| 5 | Wells Fargo & Co | 3.87M (2.53%) | -35.87K Decreased by -0.93% | Sep 30, 23 |
| 6 | Amvescap Plc. | 3.56M (2.33%) | -120.91K Decreased by -3.39% | Sep 30, 23 |
| 7 | Barrow Hanley Mewhinney & Strauss LLC | 3.32M (2.18%) | -133.81K Decreased by -4.02% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 3.28M (2.15%) | 61.65K Increased by +1.88% | Sep 30, 23 |
| 9 | Massachusetts Financial Services Company | 2.97M (1.95%) | -42.58K Decreased by -1.43% | Sep 30, 23 |
| 10 | Capital Research Global Investors | 2.64M (1.73%) | -2.88M Decreased by -109.01% | Sep 30, 23 |
| 11 | Ameriprise Financial Inc | 2.55M (1.67%) | -216.31K Decreased by -8.47% | Sep 30, 23 |
| 12 | Morgan Stanley - Brokerage Accounts | 2.33M (1.53%) | -382.92K Decreased by -16.41% | Sep 30, 23 |
| 13 | Clean Energy Transition LLP | 2.29M (1.50%) | 277.51K Increased by +12.11% | Sep 30, 23 |
| 14 | ProShare Advisors LLC | 1.90M (1.24%) | -268.80K Decreased by -14.17% | Sep 30, 23 |
| 15 | Goldman Sachs Group Inc | 1.75M (1.14%) | -20.89K Decreased by -1.20% | Sep 30, 23 |
| 16 | Federated Hermes Inc | 1.62M (1.06%) | -74.23K Decreased by -4.57% | Sep 30, 23 |
| 17 | Cooke & Bieler LP | 1.62M (1.06%) | -23.29K Decreased by -1.43% | Sep 30, 23 |
| 18 | Fort Washington Investment Advisors Inc | 1.53M (1.00%) | 20.79K Increased by +1.36% | Sep 30, 23 |
| 19 | Northern Trust Corp | 1.50M (0.98%) | 66.54K Increased by +4.45% | Sep 30, 23 |
| 20 | Dimensional Fund Advisors, Inc. | 1.38M (0.90%) | -46.69K Decreased by -3.38% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 4.81M (3.15%) | 5.83K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 3.73M (2.44%) | 35.08K Increased by +0.94% | Nov 30, 23 |
| 3 | Vanguard Mid Cap Index Institutional | 3.48M (2.28%) | 14.84K Increased by +0.43% | Nov 30, 23 |
| 4 | T. Rowe Price Mid-Cap Value | 3.23M (2.12%) | -110.06K Decreased by -3.40% | Sep 30, 23 |
| 5 | T. Rowe Price US Mid-Cap Value Equity | 3.23M (2.12%) | -110.06K Decreased by -3.40% | Sep 30, 23 |
| 6 | SPDR® S&P Dividend ETF | 2.29M (1.50%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 7 | T. Rowe Price Equity Income | 2.09M (1.37%) | 30.00K Increased by +1.44% | Sep 30, 23 |
| 8 | T. Rowe Price US Lg-Cp Equity Inc Comp | 2.09M (1.37%) | 30.00K Increased by +1.44% | Sep 30, 23 |
| 9 | ProShares S&P 500 Dividend Aristocrats | 1.98M (1.30%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 10 | SPDR® S&P 500 ETF Trust | 1.90M (1.24%) | -13.29K Decreased by -0.70% | Dec 31, 23 |
| 11 | Fidelity® 500 Index | 1.79M (1.17%) | 11.36K Increased by +0.64% | Nov 30, 23 |
| 12 | T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z | 1.57M (1.03%) | -18.60K Decreased by -1.18% | Sep 30, 23 |
| 13 | iShares Core S&P 500 ETF | 1.53M (1.00%) | 910.00 Increased by +0.06% | Dec 29, 23 |
| 14 | American Funds American Mutual A | 1.39M (0.91%) | -502.90K Decreased by -36.14% | Sep 30, 23 |
| 15 | Capital Group American Mutual Comp | 1.39M (0.91%) | -502.90K Decreased by -36.14% | Sep 30, 23 |
| 16 | Vanguard Value Index Inv | 1.31M (0.86%) | 2.35K Increased by +0.18% | Nov 30, 23 |
| 17 | T. Rowe Price Dividend Growth | 1.28M (0.84%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 18 | T. Rowe Price US Dividend Growth Eq Comp | 1.28M (0.84%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 19 | Federated Hermes Strategic Val Dividend | 1.25M (0.82%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 20 | Federated Hermes Strategic Value Div IS | 1.25M (0.82%) | 0.00 Increased by 0.00% | Sep 30, 23 |