| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IYY | 1000.00% |
| 2 | IMCG | 1000.00% |
| 3 | IMCB | 1000.00% |
| 4 | IUSG | 1000.00% |
| 5 | ILCG | 1000.00% |
| 6 | ILCB | 1000.00% |
| 7 | IUSV | 1000.00% |
| 8 | IVE | 1000.00% |
| 9 | GLOF | 1000.00% |
| 10 | IVV | 1000.00% |
| 11 | IVW | 1000.00% |
| 12 | IWB | 1000.00% |
| 13 | IWD | 1000.00% |
| 14 | IWF | 1000.00% |
| 15 | ITOT | 1000.00% |
| 16 | IWL | 1000.00% |
| 17 | JKG | 1000.00% |
| 18 | IWV | 1000.00% |
| 19 | JKE | 1000.00% |
| 20 | IWX | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 1.77M (10.29%) | -24.62K Decreased by -1.39% | Sep 30, 23 |
| 2 | BlackRock Inc | 1.33M (7.73%) | -35.30K Decreased by -2.65% | Sep 30, 23 |
| 3 | JPMorgan Chase & Co | 946.23K (5.49%) | 23.30K Increased by +2.46% | Sep 30, 23 |
| 4 | State Street Corporation | 780.23K (4.53%) | -28.88K Decreased by -3.70% | Sep 30, 23 |
| 5 | FMR Inc | 614.54K (3.56%) | -307.90K Decreased by -50.10% | Sep 30, 23 |
| 6 | Fiera Capital Corporation | 505.78K (2.93%) | -44.20K Decreased by -8.74% | Sep 30, 23 |
| 7 | Royal Bank of Canada | 441.57K (2.56%) | 5.65K Increased by +1.28% | Sep 30, 23 |
| 8 | Boston Partners Global Investors, Inc | 431.00K (2.50%) | -6.13K Decreased by -1.42% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 402.68K (2.34%) | 1.95K Increased by +0.48% | Sep 30, 23 |
| 10 | Wellington Management Company LLP | 335.19K (1.94%) | 176.62K Increased by +52.69% | Sep 30, 23 |
| 11 | T. Rowe Price Associates, Inc. | 299.32K (1.74%) | -15.30K Decreased by -5.11% | Sep 30, 23 |
| 12 | Morgan Stanley - Brokerage Accounts | 259.96K (1.51%) | 11.10K Increased by +4.27% | Sep 30, 23 |
| 13 | First Manhattan Co. LLC | 257.55K (1.49%) | 6.76K Increased by +2.63% | Sep 30, 23 |
| 14 | Northern Trust Corp | 212.38K (1.23%) | 1.52K Increased by +0.71% | Sep 30, 23 |
| 15 | AllianceBernstein L.P. | 195.85K (1.14%) | -3.24K Decreased by -1.65% | Sep 30, 23 |
| 16 | DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main | 190.32K (1.10%) | 118.75K Increased by +62.40% | Sep 30, 23 |
| 17 | Parnassus Investments, LLC | 184.58K (1.07%) | -3.76K Decreased by -2.04% | Sep 30, 23 |
| 18 | Deutsche Bank AG | 182.81K (1.06%) | -5.18K Decreased by -2.83% | Sep 30, 23 |
| 19 | StonePine Asset Management Inc. | 167.95K (0.97%) | 119.37K Increased by +71.08% | Sep 30, 23 |
| 20 | Ontario Teachers Pension Plan Board | 159.28K (0.92%) | 123.21K Increased by +77.35% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 568.84K (3.30%) | 666.00 Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 442.59K (2.57%) | 4.07K Increased by +0.92% | Nov 30, 23 |
| 3 | JPM US Large Cap Growth-MA | 275.93K (1.60%) | 249.30K Increased by +90.35% | Sep 30, 23 |
| 4 | JPMorgan Large Cap Growth I | 226.26K (1.31%) | -49.67K Decreased by -21.95% | Nov 30, 23 |
| 5 | SPDR® S&P 500 ETF Trust | 216.72K (1.26%) | -1.46K Decreased by -0.67% | Dec 31, 23 |
| 6 | Fidelity® 500 Index | 211.57K (1.23%) | 1.35K Increased by +0.64% | Nov 30, 23 |
| 7 | Vanguard Mid Cap Index Institutional | 206.32K (1.20%) | 192.00 Increased by +0.09% | Nov 30, 23 |
| 8 | iShares Core S&P 500 ETF | 175.39K (1.02%) | 100.00 Increased by +0.06% | Dec 29, 23 |
| 9 | Parnassus Core Equity Investor | 160.75K (0.93%) | 11.18K Increased by +6.95% | Nov 30, 23 |
| 10 | Vanguard Growth Index Investor | 159.94K (0.93%) | 883.00 Increased by +0.55% | Nov 30, 23 |
| 11 | Fidelity® Low-Priced Stock | 153.37K (0.89%) | -12.07K Decreased by -7.87% | Oct 31, 23 |
| 12 | Fidelity® Magellan® | 139.49K (0.81%) | -100.00 Decreased by -0.07% | Nov 30, 23 |
| 13 | 20UGS Pinestone Global Equity A USD acc | 127.58K (0.74%) | 2.50K Increased by +1.96% | Dec 31, 23 |
| 14 | Vanguard Institutional Index I | 120.98K (0.70%) | -293.00 Decreased by -0.24% | Nov 30, 23 |
| 15 | JHancock Disciplined Value Mid Cap I | 113.99K (0.66%) | -14.74K Decreased by -12.93% | Nov 30, 23 |
| 16 | Consumer Discret Sel Sect SPDR® ETF | 100.94K (0.59%) | 9.00K Increased by +8.92% | Dec 31, 23 |
| 17 | iShares MSCI USA Min Vol Factor ETF | 98.31K (0.57%) | 74.00 Increased by +0.08% | Dec 29, 23 |
| 18 | JHancock Disciplined Value I | 89.55K (0.52%) | -1.70K Decreased by -1.90% | Oct 31, 23 |
| 19 | Allianz Income and Growth IT H2 EUR | 89.11K (0.52%) | 744.00 Increased by +0.83% | Nov 30, 23 |
| 20 | RBC Global Focus Equity | 86.90K (0.50%) | -700.00 Decreased by -0.81% | Sep 30, 23 |