| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWV | 1000.00% |
| 2 | ILCB | 1000.00% |
| 3 | ILCG | 1000.00% |
| 4 | ILCV | 1000.00% |
| 5 | IOO | 1000.00% |
| 6 | ITOT | 1000.00% |
| 7 | IUSG | 1000.00% |
| 8 | COMT | 1000.00% |
| 9 | IWL | 1000.00% |
| 10 | IUSV | 1000.00% |
| 11 | IVE | 1000.00% |
| 12 | JKF | 1000.00% |
| 13 | JKE | 1000.00% |
| 14 | IVV | 1000.00% |
| 15 | IVW | 1000.00% |
| 16 | JKD | 1000.00% |
| 17 | IYY | 1000.00% |
| 18 | IYF | 1000.00% |
| 19 | IXG | 1000.00% |
| 20 | IWX | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 17.56M (9.07%) | -19.63K Decreased by -0.11% | Sep 30, 23 |
| 2 | Massachusetts Financial Services Company | 13.61M (7.03%) | -1.60M Decreased by -11.74% | Sep 30, 23 |
| 3 | BlackRock Inc | 13.14M (6.79%) | -621.68K Decreased by -4.73% | Sep 30, 23 |
| 4 | Capital World Investors | 9.78M (5.05%) | 181.74K Increased by +1.86% | Sep 30, 23 |
| 5 | State Street Corporation | 8.05M (4.16%) | -309.84K Decreased by -3.85% | Sep 30, 23 |
| 6 | Morgan Stanley - Brokerage Accounts | 5.76M (2.97%) | -83.47K Decreased by -1.45% | Sep 30, 23 |
| 7 | Capital Research & Mgmt Co - Division 3 | 5.50M (2.84%) | -129.79K Decreased by -2.36% | Sep 30, 23 |
| 8 | WCM Investment Management | 4.91M (2.54%) | -119.39K Decreased by -2.43% | Sep 30, 23 |
| 9 | Mawer Investment Management Ltd | 4.50M (2.32%) | -92.73K Decreased by -2.06% | Sep 30, 23 |
| 10 | Lazard Asset Management LLC | 4.48M (2.31%) | 50.29K Increased by +1.12% | Sep 30, 23 |
| 11 | Berkshire Hathaway Inc | 4.10M (2.12%) | -235.00K Decreased by -5.73% | Sep 30, 23 |
| 12 | Geode Capital Management, LLC | 3.75M (1.94%) | -391.00K Decreased by -10.42% | Sep 30, 23 |
| 13 | Sustainable Growth Advisers, LP | 2.47M (1.27%) | -81.52K Decreased by -3.31% | Sep 30, 23 |
| 14 | Northern Trust Corp | 2.24M (1.16%) | 18.50K Increased by +0.82% | Sep 30, 23 |
| 15 | GQG Partners LLC | 2.19M (1.13%) | -43.09K Decreased by -1.97% | Sep 30, 23 |
| 16 | Mackenzie Investments | 2.15M (1.11%) | -56.85K Decreased by -2.64% | Sep 30, 23 |
| 17 | Bank of America Corp | 2.14M (1.11%) | -10.15K Decreased by -0.47% | Sep 30, 23 |
| 18 | Neuberger Berman Group LLC | 2.13M (1.10%) | -255.14K Decreased by -11.99% | Sep 30, 23 |
| 19 | Independent Franchise Partners LLP | 2.03M (1.05%) | -13.85K Decreased by -0.68% | Sep 30, 23 |
| 20 | Bank of New York Mellon Corp | 1.87M (0.96%) | -105.28K Decreased by -5.63% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 6.04M (3.12%) | 9.50K Increased by +0.16% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 4.94M (2.55%) | 46.25K Increased by +0.94% | Nov 30, 23 |
| 3 | MFS Large Cap Value Equity | 4.44M (2.29%) | -120.51K Decreased by -2.71% | Sep 30, 23 |
| 4 | MFS Value A | 4.37M (2.26%) | -48.48K Decreased by -1.11% | Nov 30, 23 |
| 5 | SPDR® S&P 500 ETF Trust | 2.49M (1.28%) | 19.75K Increased by +0.79% | Dec 29, 23 |
| 6 | Fidelity® 500 Index | 2.36M (1.22%) | 15.04K Increased by +0.64% | Nov 30, 23 |
| 7 | American Funds Fundamental Invs A | 2.23M (1.15%) | -1.38K Decreased by -0.06% | Sep 30, 23 |
| 8 | Capital Group Fundamental Invtrs Comp | 2.23M (1.15%) | -1.38K Decreased by -0.06% | Sep 30, 23 |
| 9 | American Funds American Balanced A | 2.07M (1.07%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 10 | iShares Core S&P 500 ETF | 1.99M (1.03%) | 1.19K Increased by +0.06% | Dec 29, 23 |
| 11 | WCM Focused International Growth Instl | 1.91M (0.99%) | -39.55K Decreased by -2.07% | Sep 30, 23 |
| 12 | WCM Inv Mgt Focused Growth Intl | 1.91M (0.99%) | -39.55K Decreased by -2.07% | Sep 30, 23 |
| 13 | American Funds New Perspective A | 1.77M (0.91%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 14 | Capital Group New Perspective Comp | 1.77M (0.91%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 15 | MS INVF Global Brands A USD | 1.74M (0.90%) | -16.76K Decreased by -0.96% | Sep 30, 23 |
| 16 | Morgan Stanley Glbl Franchise | 1.74M (0.90%) | -16.76K Decreased by -0.96% | Sep 30, 23 |
| 17 | Vanguard Growth Index Investor | 1.70M (0.88%) | 9.30K Increased by +0.55% | Nov 30, 23 |
| 18 | Goldman Sachs GQG Ptnrs Intl Opps Instl | 1.63M (0.84%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 19 | American Funds Europacific Growth A | 1.56M (0.81%) | -12.48K Decreased by -0.80% | Sep 30, 23 |
| 20 | Capital Group EuroPacific Growth Comp | 1.56M (0.81%) | -12.48K Decreased by -0.80% | Sep 30, 23 |