| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWS | 1000.00% |
| 2 | ITOT | 1000.00% |
| 3 | ISCV | 1000.00% |
| 4 | ISCB | 1000.00% |
| 5 | JKJ | 1000.00% |
| 6 | IYY | 1000.00% |
| 7 | IYC | 1000.00% |
| 8 | IWB | 1000.00% |
| 9 | IWV | 1000.00% |
| 10 | IWD | 1000.00% |
| 11 | IWR | 1000.00% |
| 12 | BFIT | 2.36% |
| 13 | SWIN_old | 1.99% |
| 14 | RCD | 1.57% |
| 15 | EVNT | 1.56% |
| 16 | EQUL | 1.03% |
| 17 | SPHB | 0.87% |
| 18 | ALTL | 0.86% |
| 19 | PEXL | 0.83% |
| 20 | IJS | 0.76% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | PNC Financial Services Group Inc | 77.04M (20.01%) | 21.95K Increased by +0.03% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 41.24M (10.71%) | 475.24K Increased by +1.15% | Sep 30, 23 |
| 3 | Dodge & Cox | 32.12M (8.34%) | 32.12M Increased by +100.00% | Sep 30, 23 |
| 4 | BlackRock Inc | 24.30M (6.31%) | -44.20K Decreased by -0.18% | Sep 30, 23 |
| 5 | Northern Trust Corp | 23.76M (6.17%) | 257.99K Increased by +1.09% | Sep 30, 23 |
| 6 | State Street Corporation | 18.24M (4.74%) | 911.49K Increased by +5.00% | Sep 30, 23 |
| 7 | M&G INVESTMENT MANAGEMENT LTD | 10.40M (2.70%) | 1.88M Increased by +18.09% | Sep 30, 23 |
| 8 | Capital Research & Mgmt Co - Division 3 | 9.73M (2.53%) | 53.55K Increased by +0.55% | Sep 30, 23 |
| 9 | Amvescap Plc. | 9.03M (2.35%) | -50.40K Decreased by -0.56% | Sep 30, 23 |
| 10 | Guinness Asset Management Limited | 7.67M (1.99%) | 207.78K Increased by +2.71% | Sep 30, 23 |
| 11 | Morgan Stanley - Brokerage Accounts | 7.46M (1.94%) | 2.75M Increased by +36.78% | Sep 30, 23 |
| 12 | Geode Capital Management, LLC | 7.43M (1.93%) | 134.97K Increased by +1.82% | Sep 30, 23 |
| 13 | Engaged Capital LLC | 5.20M (1.35%) | 5.20M Increased by +100.00% | Sep 30, 23 |
| 14 | Dorsal Capital Management LLC | 5.15M (1.34%) | 1.95M Increased by +37.86% | Sep 30, 23 |
| 15 | Goldman Sachs Group Inc | 5.08M (1.32%) | 929.11K Increased by +18.29% | Sep 30, 23 |
| 16 | Select Equity Group LP | 4.60M (1.19%) | 551.40K Increased by +11.99% | Sep 30, 23 |
| 17 | Massachusetts Financial Services Company | 3.89M (1.01%) | -11.48K Decreased by -0.30% | Sep 30, 23 |
| 18 | Wells Fargo & Co | 3.81M (0.99%) | 1.11M Increased by +29.08% | Sep 30, 23 |
| 19 | Charles Schwab Investment Management Inc | 3.10M (0.80%) | 1.00M Increased by +32.42% | Sep 30, 23 |
| 20 | FMR Inc | 2.77M (0.72%) | 856.75K Increased by +30.95% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Dodge & Cox Stock I | 20.77M (5.39%) | 20.75M Increased by +99.93% | Sep 30, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 10.99M (2.85%) | 14.22K Increased by +0.13% | Nov 30, 23 |
| 3 | Vanguard Small Cap Index | 9.07M (2.35%) | 38.63K Increased by +0.43% | Nov 30, 23 |
| 4 | Vanguard Institutional 500 Index Trust | 8.04M (2.09%) | 62.59K Increased by +0.78% | Nov 30, 23 |
| 5 | American Funds Washington Mutual A | 6.94M (1.80%) | -18.84K Decreased by -0.27% | Sep 30, 23 |
| 6 | Capital Group Wash Mutual Invtrs Comp | 6.94M (1.80%) | -18.84K Decreased by -0.27% | Sep 30, 23 |
| 7 | Vanguard Small Cap Value Index Inv | 6.30M (1.63%) | 12.52K Increased by +0.20% | Nov 30, 23 |
| 8 | M&G (Lux) Glb Dividend CI EUR Acc | 5.08M (1.32%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 9 | Invesco S&P 500® Equal Weight ETF | 4.50M (1.17%) | 24.34K Increased by +0.54% | Nov 30, 23 |
| 10 | SPDR® Portfolio S&P 500 High Div ETF | 4.36M (1.13%) | -16.61K Decreased by -0.38% | Nov 30, 23 |
| 11 | Fidelity® 500 Index | 3.83M (0.99%) | 30.49K Increased by +0.80% | Oct 31, 23 |
| 12 | SPDR® S&P 500 ETF Trust | 3.76M (0.98%) | 11.96K Increased by +0.32% | Nov 30, 23 |
| 13 | iShares Core S&P 500 ETF | 3.25M (0.84%) | 3.15K Increased by +0.10% | Nov 30, 23 |
| 14 | M&G Global Dividend GBP I Acc | 2.58M (0.67%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 15 | MFS Mid Cap Value Equity | 2.45M (0.64%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 16 | MFS Mid Cap Value A | 2.45M (0.64%) | -4.79K Decreased by -0.20% | Nov 30, 23 |
| 17 | Dodge & Cox Global Stock I | 2.42M (0.63%) | 2.42M Increased by +100.00% | Sep 30, 23 |
| 18 | Vanguard Institutional Index I | 2.20M (0.57%) | -7.42K Decreased by -0.34% | Nov 30, 23 |
| 19 | Dodge & Cox Balanced Composite | 1.88M (0.49%) | 1.88M Increased by +100.00% | Sep 30, 23 |
| 20 | Dodge & Cox Balanced I | 1.88M (0.49%) | 1.88M Increased by +100.00% | Sep 30, 23 |