| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWD | 1000.00% |
| 2 | IXN | 1000.00% |
| 3 | IWX | 1000.00% |
| 4 | IWV | 1000.00% |
| 5 | IWL | 1000.00% |
| 6 | GLOF | 1000.00% |
| 7 | IGM | 1000.00% |
| 8 | ILCB | 1000.00% |
| 9 | ILCG | 1000.00% |
| 10 | ILCV | 1000.00% |
| 11 | IOO | 1000.00% |
| 12 | ITOT | 1000.00% |
| 13 | IUSG | 1000.00% |
| 14 | IUSV | 1000.00% |
| 15 | IVE | 1000.00% |
| 16 | JKF | 1000.00% |
| 17 | JKE | 1000.00% |
| 18 | JKD | 1000.00% |
| 19 | IVV | 1000.00% |
| 20 | IVW | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 58.43M (9.33%) | 184.54K Increased by +0.32% | Sep 30, 23 |
| 2 | BlackRock Inc | 47.25M (7.55%) | -418.60K Decreased by -0.89% | Sep 30, 23 |
| 3 | State Street Corporation | 26.13M (4.17%) | -517.96K Decreased by -1.98% | Sep 30, 23 |
| 4 | Morgan Stanley - Brokerage Accounts | 17.03M (2.72%) | -1.72M Decreased by -10.08% | Sep 30, 23 |
| 5 | Massachusetts Financial Services Company | 13.46M (2.15%) | -865.20K Decreased by -6.43% | Sep 30, 23 |
| 6 | FMR Inc | 13.32M (2.13%) | 565.50K Increased by +4.25% | Sep 30, 23 |
| 7 | Geode Capital Management, LLC | 12.09M (1.93%) | 272.06K Increased by +2.25% | Sep 30, 23 |
| 8 | Wellington Management Company LLP | 11.03M (1.76%) | 720.65K Increased by +6.53% | Sep 30, 23 |
| 9 | T. Rowe Price Associates, Inc. | 9.88M (1.58%) | -1.96M Decreased by -19.80% | Sep 30, 23 |
| 10 | JPMorgan Chase & Co | 9.86M (1.57%) | 407.51K Increased by +4.13% | Sep 30, 23 |
| 11 | Capital Research Global Investors | 8.32M (1.33%) | 647.57K Increased by +7.78% | Sep 30, 23 |
| 12 | Northern Trust Corp | 8.29M (1.32%) | 443.00K Increased by +5.35% | Sep 30, 23 |
| 13 | Wells Fargo & Co | 6.62M (1.06%) | 658.96K Increased by +9.96% | Sep 30, 23 |
| 14 | Bank of New York Mellon Corp | 6.27M (1.00%) | -55.84K Decreased by -0.89% | Sep 30, 23 |
| 15 | Goldman Sachs Group Inc | 6.03M (0.96%) | 105.95K Increased by +1.76% | Sep 30, 23 |
| 16 | Bank of America Corp | 5.91M (0.94%) | -253.54K Decreased by -4.29% | Sep 30, 23 |
| 17 | Polen Capital | 4.99M (0.80%) | -170.55K Decreased by -3.42% | Sep 30, 23 |
| 18 | Legal & General Group PLC | 4.89M (0.78%) | -205.46K Decreased by -4.20% | Sep 30, 23 |
| 19 | Charles Schwab Investment Management Inc | 4.40M (0.70%) | 20.88K Increased by +0.47% | Sep 30, 23 |
| 20 | Ameriprise Financial Inc | 4.28M (0.68%) | 96.41K Increased by +2.25% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 19.77M (3.16%) | 26.69K Increased by +0.13% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 15.38M (2.46%) | 141.99K Increased by +0.92% | Nov 30, 23 |
| 3 | SPDR® S&P 500 ETF Trust | 7.79M (1.24%) | 61.75K Increased by +0.79% | Dec 29, 23 |
| 4 | Fidelity® 500 Index | 7.35M (1.17%) | 46.78K Increased by +0.64% | Nov 30, 23 |
| 5 | iShares Core S&P 500 ETF | 6.25M (1.00%) | 3.73K Increased by +0.06% | Dec 29, 23 |
| 6 | Vanguard Growth Index Investor | 5.56M (0.89%) | 30.33K Increased by +0.55% | Nov 30, 23 |
| 7 | Vanguard Dividend Growth Inv | 4.75M (0.76%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 8 | Vanguard Institutional Index I | 4.20M (0.67%) | -9.33K Decreased by -0.22% | Nov 30, 23 |
| 9 | Morgan Stanley Glbl Franchise | 4.06M (0.65%) | -39.05K Decreased by -0.96% | Sep 30, 23 |
| 10 | Technology Select Sector SPDR® ETF | 3.99M (0.64%) | -2.60K Decreased by -0.07% | Dec 29, 23 |
| 11 | MS INVF Global Brands A USD | 3.97M (0.63%) | -26.03K Decreased by -0.66% | Nov 30, 23 |
| 12 | MFS Large Cap Value Equity | 3.71M (0.59%) | -100.74K Decreased by -2.71% | Sep 30, 23 |
| 13 | Vanguard Dividend Appreciation ETF | 3.63M (0.58%) | 24.53K Increased by +0.67% | Nov 30, 23 |
| 14 | MFS Value A | 3.49M (0.56%) | -205.53K Decreased by -5.89% | Nov 30, 23 |
| 15 | Vanguard Information Technology ETF | 3.39M (0.54%) | -13.44K Decreased by -0.40% | Nov 30, 23 |
| 16 | State St S&P 500® Indx SL Cl III | 3.01M (0.48%) | 10.60K Increased by +0.35% | Nov 30, 23 |
| 17 | Fidelity® Contrafund® | 2.52M (0.40%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | Franklin Rising Dividends A | 2.27M (0.36%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 19 | Franklin Rising Dividends Fund A | 2.27M (0.36%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | Blackrock Eq Idx Fund CF | 2.24M (0.36%) | 5.13K Increased by +0.23% | Dec 31, 23 |