| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWD | 1000.00% |
| 2 | JKE | 1000.00% |
| 3 | JKD | 1000.00% |
| 4 | IYY | 1000.00% |
| 5 | IYC | 1000.00% |
| 6 | IVV | 1000.00% |
| 7 | IWV | 1000.00% |
| 8 | IWS | 1000.00% |
| 9 | IWB | 1000.00% |
| 10 | IWR | 1000.00% |
| 11 | IDRV | 1000.00% |
| 12 | ILCB | 1000.00% |
| 13 | ILCG | 1000.00% |
| 14 | ILCV | 1000.00% |
| 15 | IMCB | 1000.00% |
| 16 | IMCG | 1000.00% |
| 17 | IMCV | 1000.00% |
| 18 | ITOT | 1000.00% |
| 19 | IUSV | 1000.00% |
| 20 | IVE | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 31.37M (11.16%) | 1.27M Increased by +4.03% | Sep 30, 23 |
| 2 | BlackRock Inc | 22.46M (7.99%) | 207.12K Increased by +0.92% | Sep 30, 23 |
| 3 | State Street Corporation | 10.72M (3.81%) | 281.47K Increased by +2.62% | Sep 30, 23 |
| 4 | Massachusetts Financial Services Company | 8.12M (2.89%) | -151.06K Decreased by -1.86% | Sep 30, 23 |
| 5 | AllianceBernstein L.P. | 7.91M (2.81%) | -7.61K Decreased by -0.10% | Sep 30, 23 |
| 6 | Impax Asset Management Group PLC | 6.79M (2.42%) | 656.85K Increased by +9.67% | Sep 30, 23 |
| 7 | Geode Capital Management, LLC | 6.05M (2.15%) | 316.01K Increased by +5.22% | Sep 30, 23 |
| 8 | Barrow Hanley Mewhinney & Strauss LLC | 6.02M (2.14%) | 576.91K Increased by +9.59% | Sep 30, 23 |
| 9 | Capital Research Global Investors | 5.17M (1.84%) | 2.07K Increased by +0.04% | Sep 30, 23 |
| 10 | American Century Companies Inc | 5.04M (1.79%) | 53.29K Increased by +1.06% | Sep 30, 23 |
| 11 | UBS Asset Mgmt Americas Inc | 4.83M (1.72%) | 619.94K Increased by +12.84% | Sep 30, 23 |
| 12 | ClearBridge Advisors, LLC | 4.38M (1.56%) | -57.88K Decreased by -1.32% | Sep 30, 23 |
| 13 | Sands Capital Management, LLC | 4.23M (1.50%) | -110.07K Decreased by -2.60% | Sep 30, 23 |
| 14 | Pictet Asset Manangement SA | 3.91M (1.39%) | 3.91M Increased by +100.00% | Sep 30, 23 |
| 15 | Goldman Sachs Group Inc | 3.86M (1.37%) | 315.31K Increased by +8.17% | Sep 30, 23 |
| 16 | Bank of America Corp | 3.77M (1.34%) | 253.97K Increased by +6.74% | Sep 30, 23 |
| 17 | Victory Capital Management Inc. | 3.42M (1.22%) | -8.62K Decreased by -0.25% | Sep 30, 23 |
| 18 | Morgan Stanley - Brokerage Accounts | 3.30M (1.17%) | 187.05K Increased by +5.66% | Sep 30, 23 |
| 19 | Amvescap Plc. | 3.15M (1.12%) | -835.02K Decreased by -26.53% | Sep 30, 23 |
| 20 | Lazard Asset Management LLC | 3.02M (1.07%) | 12.44K Increased by +0.41% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 8.86M (3.15%) | 10.53K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 6.89M (2.45%) | 62.44K Increased by +0.91% | Nov 30, 23 |
| 3 | Vanguard Mid Cap Index Institutional | 6.43M (2.29%) | 8.18K Increased by +0.13% | Nov 30, 23 |
| 4 | UBS: Global Equity | 4.25M (1.51%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 5 | SPDR® S&P 500 ETF Trust | 3.49M (1.24%) | -24.53K Decreased by -0.70% | Dec 31, 23 |
| 6 | Fidelity® 500 Index | 3.30M (1.17%) | 20.97K Increased by +0.64% | Nov 30, 23 |
| 7 | Sands Capital Global Growth Equity | 3.10M (1.10%) | -47.52K Decreased by -1.53% | Sep 30, 23 |
| 8 | Vanguard Windsor™ II Inv | 3.04M (1.08%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 9 | Impax Global Opportunities Strategy Comp | 2.88M (1.03%) | 131.46K Increased by +4.56% | Oct 31, 23 |
| 10 | iShares Core S&P 500 ETF | 2.82M (1.00%) | 1.68K Increased by +0.06% | Dec 29, 23 |
| 11 | Vanguard Growth Index Investor | 2.49M (0.89%) | 13.75K Increased by +0.55% | Nov 30, 23 |
| 12 | Victory Sycamore Established Value R | 2.40M (0.86%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 13 | American Funds Growth Fund of Amer A | 2.32M (0.82%) | -7.76K Decreased by -0.34% | Sep 30, 23 |
| 14 | Capital Group Growth Fnd of Amer Comp | 2.32M (0.82%) | -7.76K Decreased by -0.34% | Sep 30, 23 |
| 15 | Vanguard Mid-Cap Growth ETF | 1.97M (0.70%) | 6.19K Increased by +0.31% | Nov 30, 23 |
| 16 | Pictet-Security I USD | 1.95M (0.69%) | -174.06K Decreased by -8.92% | Aug 31, 23 |
| 17 | Vanguard Institutional Index I | 1.88M (0.67%) | -6.34K Decreased by -0.34% | Nov 30, 23 |
| 18 | Impax Leaders Strategy Composite | 1.81M (0.64%) | -35.42K Decreased by -1.96% | Oct 31, 23 |
| 19 | MFS Large Cap Growth Equity | 1.78M (0.63%) | 11.56K Increased by +0.65% | Sep 30, 23 |
| 20 | MFS Massachusetts Inv Gr Stk A | 1.78M (0.63%) | -10.01K Decreased by -0.56% | Nov 30, 23 |