| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKD | 1000.00% |
| 2 | JKF | 1000.00% |
| 3 | JKG | 1000.00% |
| 4 | JKI | 1000.00% |
| 5 | IVE | 1000.00% |
| 6 | IUSV | 1000.00% |
| 7 | ITOT | 1000.00% |
| 8 | IWV | 1000.00% |
| 9 | IMCV | 1000.00% |
| 10 | IMCB | 1000.00% |
| 11 | IWD | 1000.00% |
| 12 | IWB | 1000.00% |
| 13 | IVV | 1000.00% |
| 14 | IWL | 1000.00% |
| 15 | ILCV | 1000.00% |
| 16 | ILCB | 1000.00% |
| 17 | IAT | 1000.00% |
| 18 | IWX | 1000.00% |
| 19 | IXG | 1000.00% |
| 20 | IYF | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 117.27M (8.82%) | 365.87K Increased by +0.31% | Sep 30, 23 |
| 2 | BlackRock Inc | 96.11M (7.23%) | -2.21M Decreased by -2.30% | Sep 30, 23 |
| 3 | State Street Corporation | 58.93M (4.43%) | -896.73K Decreased by -1.52% | Sep 30, 23 |
| 4 | Dodge & Cox | 53.05M (3.99%) | 22.66M Increased by +42.71% | Sep 30, 23 |
| 5 | Geode Capital Management, LLC | 25.02M (1.88%) | 563.73K Increased by +2.25% | Sep 30, 23 |
| 6 | Amundi | 23.09M (1.74%) | -4.67M Decreased by -20.23% | Sep 30, 23 |
| 7 | Bank of America Corp | 20.84M (1.57%) | -15.62M Decreased by -74.96% | Sep 30, 23 |
| 8 | Charles Schwab Investment Management Inc | 17.78M (1.34%) | 8.57K Increased by +0.05% | Sep 30, 23 |
| 9 | JPMorgan Chase & Co | 16.00M (1.20%) | -6.20M Decreased by -38.75% | Sep 30, 23 |
| 10 | Royal Bank of Canada | 15.38M (1.16%) | 732.80K Increased by +4.76% | Sep 30, 23 |
| 11 | Morgan Stanley - Brokerage Accounts | 15.36M (1.16%) | 39.51K Increased by +0.26% | Sep 30, 23 |
| 12 | Massachusetts Financial Services Company | 14.69M (1.11%) | -611.25K Decreased by -4.16% | Sep 30, 23 |
| 13 | Northern Trust Corp | 13.33M (1.00%) | -1.58M Decreased by -11.89% | Sep 30, 23 |
| 14 | Diamond Hill Capital Management Inc | 12.86M (0.97%) | -2.27M Decreased by -17.63% | Sep 30, 23 |
| 15 | FMR Inc | 12.36M (0.93%) | -4.51M Decreased by -36.47% | Sep 30, 23 |
| 16 | Macquarie Group Ltd | 11.82M (0.89%) | -1.63M Decreased by -13.76% | Sep 30, 23 |
| 17 | Franklin Resources Inc | 10.89M (0.82%) | -826.15K Decreased by -7.58% | Sep 30, 23 |
| 18 | Harris Associates L.P. | 10.71M (0.81%) | 326.81K Increased by +3.05% | Sep 30, 23 |
| 19 | Amvescap Plc. | 10.38M (0.78%) | -116.47K Decreased by -1.12% | Sep 30, 23 |
| 20 | Federated Hermes Inc | 10.19M (0.77%) | -198.91K Decreased by -1.95% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 41.74M (3.14%) | 50.32K Increased by +0.12% | Nov 30, 23 |
| 2 | Dodge & Cox Stock I | 34.23M (2.58%) | 34.07M Increased by +99.52% | Sep 30, 23 |
| 3 | 2ndVote Advisers SDI Index | 33.33M (2.51%) | 0.00 Increased by 0.00% | Mar 31, 23 |
| 4 | Vanguard Institutional 500 Index Trust | 32.47M (2.44%) | 290.70K Increased by +0.90% | Nov 30, 23 |
| 5 | SPDR® S&P 500 ETF Trust | 16.40M (1.23%) | -115.49K Decreased by -0.70% | Dec 31, 23 |
| 6 | Fidelity® 500 Index | 15.52M (1.17%) | 98.78K Increased by +0.64% | Nov 30, 23 |
| 7 | iShares Core S&P 500 ETF | 13.28M (1.00%) | 7.93K Increased by +0.06% | Dec 29, 23 |
| 8 | Nomura US Value Strategy Mother Fund | 11.52M (0.87%) | 11.44M Increased by +99.30% | Apr 27, 23 |
| 9 | Vanguard Value Index Inv | 11.43M (0.86%) | 38.31K Increased by +0.34% | Nov 30, 23 |
| 10 | Franklin Income A1 | 10.00M (0.75%) | -2.00M Decreased by -20.00% | Nov 30, 23 |
| 11 | Vanguard Institutional Index I | 8.88M (0.67%) | -20.34K Decreased by -0.23% | Nov 30, 23 |
| 12 | Financial Select Sector SPDR® ETF | 8.74M (0.66%) | 17.87K Increased by +0.20% | Dec 31, 23 |
| 13 | Oakmark Investor | 8.36M (0.63%) | 160.00K Increased by +1.91% | Sep 30, 23 |
| 14 | Pioneer A | 7.92M (0.60%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | Pioneer US Large Core Equity | 7.84M (0.59%) | 7.75M Increased by +98.83% | Dec 31, 23 |
| 16 | MFS Large Cap Value (SMA) | 7.07M (0.53%) | 7.07M Increased by +100.00% | Jun 30, 23 |
| 17 | MFS Large Cap Value Equity | 6.88M (0.52%) | -186.68K Decreased by -2.71% | Sep 30, 23 |
| 18 | Federated Hermes Strategic Val Dividend | 6.72M (0.51%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 19 | Federated Hermes Strategic Value Div IS | 6.72M (0.51%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 20 | Diamond Hill Large Cap Equity | 6.43M (0.48%) | -551.22K Decreased by -8.57% | Nov 30, 23 |