| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWV | 1000.00% |
| 2 | IYY | 1000.00% |
| 3 | IYG | 1000.00% |
| 4 | IYF | 1000.00% |
| 5 | IWY | 1000.00% |
| 6 | IWX | 1000.00% |
| 7 | IWL | 1000.00% |
| 8 | IWF | 1000.00% |
| 9 | IWD | 1000.00% |
| 10 | IWB | 1000.00% |
| 11 | ITOT | 1000.00% |
| 12 | JKD | 1000.00% |
| 13 | ILCV | 1000.00% |
| 14 | ILCG | 1000.00% |
| 15 | ILCB | 1000.00% |
| 16 | JKE | 1000.00% |
| 17 | JKF | 1000.00% |
| 18 | PFI | 4.19% |
| 19 | YLDE | 3.97% |
| 20 | GABF | 3.55% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 40.29M (9.07%) | 32.92K Increased by +0.08% | Sep 30, 23 |
| 2 | Capital World Investors | 31.66M (7.13%) | 1.12M Increased by +3.54% | Sep 30, 23 |
| 3 | BlackRock Inc | 26.68M (6.01%) | -1.37M Decreased by -5.15% | Sep 30, 23 |
| 4 | Tiger Technology Management LLC | 12.29M (2.77%) | -55.82K Decreased by -0.45% | Sep 30, 23 |
| 5 | Capital Research & Mgmt Co - Division 3 | 10.56M (2.38%) | -3.15M Decreased by -29.81% | Sep 30, 23 |
| 6 | FMR Inc | 9.95M (2.24%) | 1.58M Increased by +15.92% | Sep 30, 23 |
| 7 | State Street Corporation | 9.80M (2.21%) | 73.44K Increased by +0.75% | Sep 30, 23 |
| 8 | ClearBridge Advisors, LLC | 8.91M (2.01%) | -456.26K Decreased by -5.12% | Sep 30, 23 |
| 9 | T. Rowe Price Associates, Inc. | 8.35M (1.88%) | -228.83K Decreased by -2.74% | Sep 30, 23 |
| 10 | Brave Warrior Advisors LLC | 6.79M (1.53%) | -1.08M Decreased by -15.97% | Sep 30, 23 |
| 11 | Morgan Stanley - Brokerage Accounts | 6.67M (1.50%) | -240.17K Decreased by -3.60% | Sep 30, 23 |
| 12 | Geode Capital Management, LLC | 6.46M (1.45%) | 186.69K Increased by +2.89% | Sep 30, 23 |
| 13 | Putnam Investments LLC | 5.77M (1.30%) | -96.05K Decreased by -1.66% | Sep 30, 23 |
| 14 | EdgePoint Investment Group, Inc. | 4.08M (0.92%) | -460.74K Decreased by -11.30% | Sep 30, 23 |
| 15 | Select Equity Group LP | 3.97M (0.89%) | -998.92K Decreased by -25.19% | Sep 30, 23 |
| 16 | Legal & General Group PLC | 3.80M (0.86%) | -228.07K Decreased by -6.00% | Sep 30, 23 |
| 17 | Mariner Wealth Advisors, LLC | 3.65M (0.82%) | 9.96K Increased by +0.27% | Sep 30, 23 |
| 18 | Capital Research Global Investors | 3.43M (0.77%) | 1.37K Increased by +0.04% | Sep 30, 23 |
| 19 | Beck, Mack & Oliver LLC | 3.08M (0.69%) | -32.80K Decreased by -1.07% | Sep 30, 23 |
| 20 | Northern Trust Corp | 2.97M (0.67%) | 72.11K Increased by +2.43% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 12.42M (2.80%) | 15.19K Increased by +0.12% | Nov 30, 23 |
| 2 | American Funds Fundamental Invs A | 10.74M (2.42%) | -1.77M Decreased by -16.48% | Sep 30, 23 |
| 3 | Capital Group Fundamental Invtrs Comp | 10.74M (2.42%) | -1.77M Decreased by -16.48% | Sep 30, 23 |
| 4 | Vanguard Mid Cap Index Institutional | 9.02M (2.03%) | 10.13K Increased by +0.11% | Nov 30, 23 |
| 5 | American Funds Growth Fund of Amer A | 7.42M (1.67%) | -24.86K Decreased by -0.34% | Sep 30, 23 |
| 6 | Capital Group Growth Fnd of Amer Comp | 7.42M (1.67%) | -24.86K Decreased by -0.34% | Sep 30, 23 |
| 7 | American Funds Washington Mutual A | 7.10M (1.60%) | -19.27K Decreased by -0.27% | Sep 30, 23 |
| 8 | Capital Group Wash Mutual Invtrs Comp | 7.10M (1.60%) | -19.27K Decreased by -0.27% | Sep 30, 23 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 6.32M (1.42%) | 118.36K Increased by +1.87% | Nov 30, 23 |
| 10 | American Funds Income Fund of Amer A | 5.92M (1.33%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 11 | American Funds American Balanced A | 4.94M (1.11%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 12 | Vanguard Growth Index Investor | 3.50M (0.79%) | 19.00K Increased by +0.54% | Nov 30, 23 |
| 13 | ClearBridge Dividend Strategy A | 3.34M (0.75%) | -12.50K Decreased by -0.37% | Sep 30, 23 |
| 14 | ClearBridge Dividend Strategy | 3.32M (0.75%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | State St Russell Sm/Mid Cp® Indx NL Cl C | 3.11M (0.70%) | 102.00K Increased by +3.28% | Dec 31, 23 |
| 16 | Vanguard Mid-Cap Growth ETF | 2.76M (0.62%) | 8.66K Increased by +0.31% | Nov 30, 23 |
| 17 | Putnam Large Cap Value A | 2.76M (0.62%) | 55.48K Increased by +2.01% | Dec 31, 23 |
| 18 | Putnam US Large Cap Value Equity | 2.70M (0.61%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 19 | EdgePoint Global | 2.66M (0.60%) | 0.00 Increased by 0.00% | Jun 30, 23 |
| 20 | American Funds IS® Asset Allocation 1 | 2.63M (0.59%) | 0.00 Increased by 0.00% | Sep 30, 23 |