| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKG | 1000.00% |
| 2 | IVV | 1000.00% |
| 3 | IVE | 1000.00% |
| 4 | IUSV | 1000.00% |
| 5 | IUSG | 1000.00% |
| 6 | IWB | 1000.00% |
| 7 | ITOT | 1000.00% |
| 8 | IWD | 1000.00% |
| 9 | IMCG | 1000.00% |
| 10 | IMCB | 1000.00% |
| 11 | ILCG | 1000.00% |
| 12 | ILCB | 1000.00% |
| 13 | IWF | 1000.00% |
| 14 | IWP | 1000.00% |
| 15 | IWR | 1000.00% |
| 16 | IWS | 1000.00% |
| 17 | IWV | 1000.00% |
| 18 | IYF | 1000.00% |
| 19 | IVW | 1000.00% |
| 20 | IYY | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 13.84M (11.83%) | 4.55K Increased by +0.03% | Sep 30, 23 |
| 2 | BlackRock Inc | 9.60M (8.20%) | -16.01K Decreased by -0.17% | Sep 30, 23 |
| 3 | Morgan Stanley - Brokerage Accounts | 5.95M (5.09%) | -948.49K Decreased by -15.94% | Sep 30, 23 |
| 4 | State Street Corporation | 4.60M (3.94%) | -55.22K Decreased by -1.20% | Sep 30, 23 |
| 5 | Capital Research & Mgmt Co - Division 3 | 3.90M (3.33%) | 187.29K Increased by +4.80% | Sep 30, 23 |
| 6 | T. Rowe Price Associates, Inc. | 3.83M (3.27%) | -159.21K Decreased by -4.16% | Sep 30, 23 |
| 7 | Apg All Pensions Group | 3.54M (3.03%) | -94.03K Decreased by -2.66% | Sep 30, 23 |
| 8 | HHG PLC | 3.32M (2.84%) | 3.43K Increased by +0.10% | Sep 30, 23 |
| 9 | Baillie Gifford & Co Limited. | 2.97M (2.54%) | -123.13K Decreased by -4.15% | Sep 30, 23 |
| 10 | T. Rowe Price Investment Management,Inc. | 2.80M (2.39%) | -246.54K Decreased by -8.80% | Sep 30, 23 |
| 11 | Geode Capital Management, LLC | 2.55M (2.18%) | 51.63K Increased by +2.03% | Sep 30, 23 |
| 12 | Jensen Investment Management | 1.83M (1.56%) | 43.23K Increased by +2.37% | Sep 30, 23 |
| 13 | Barclays PLC | 1.58M (1.35%) | -33.02K Decreased by -2.09% | Sep 30, 23 |
| 14 | Stifel Financial Corp | 1.54M (1.32%) | 1.46M Increased by +94.45% | Sep 30, 23 |
| 15 | Northern Trust Corp | 1.32M (1.13%) | 70.26K Increased by +5.31% | Sep 30, 23 |
| 16 | Wells Fargo & Co | 1.29M (1.10%) | -111.85K Decreased by -8.68% | Sep 30, 23 |
| 17 | Mitsubishi UFJ Asset Management Co.,Ltd | 1.13M (0.97%) | -90.48K Decreased by -8.01% | Sep 30, 23 |
| 18 | Bank of New York Mellon Corp | 1.08M (0.92%) | -22.84K Decreased by -2.12% | Sep 30, 23 |
| 19 | Bahl & Gaynor Inc. | 1.07M (0.91%) | 68.26K Increased by +6.39% | Sep 30, 23 |
| 20 | Parnassus Investments, LLC | 1.05M (0.90%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 3.70M (3.16%) | 4.37K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 2.88M (2.46%) | 27.86K Increased by +0.97% | Nov 30, 23 |
| 3 | Vanguard Mid Cap Index Institutional | 2.69M (2.29%) | 3.34K Increased by +0.12% | Nov 30, 23 |
| 4 | Janus Henderson Enterprise D | 1.78M (1.53%) | -6.05K Decreased by -0.34% | Sep 30, 23 |
| 5 | Janus Inst Mid Cap Growth CF | 1.78M (1.53%) | -6.05K Decreased by -0.34% | Sep 30, 23 |
| 6 | MS INVF Global Brands A USD | 1.64M (1.40%) | -78.10K Decreased by -4.76% | Sep 30, 23 |
| 7 | Morgan Stanley Glbl Franchise | 1.58M (1.35%) | -320.91K Decreased by -20.27% | Sep 30, 23 |
| 8 | SPDR® S&P 500 ETF Trust | 1.45M (1.24%) | -10.22K Decreased by -0.70% | Dec 31, 23 |
| 9 | Jensen Quality Growth J | 1.42M (1.22%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 10 | Fidelity® 500 Index | 1.38M (1.18%) | 8.76K Increased by +0.64% | Nov 30, 23 |
| 11 | T. Rowe Price Mid-Cap Growth | 1.37M (1.17%) | -124.95K Decreased by -9.09% | Sep 30, 23 |
| 12 | T. Rowe Price US Mid-Cap Growth Equity | 1.37M (1.17%) | -124.95K Decreased by -9.09% | Sep 30, 23 |
| 13 | T. Rowe Price Dividend Growth | 1.32M (1.13%) | -101.10K Decreased by -7.63% | Sep 30, 23 |
| 14 | T. Rowe Price US Dividend Growth Eq Comp | 1.32M (1.13%) | -101.10K Decreased by -7.63% | Sep 30, 23 |
| 15 | American Funds Capital Income Bldr A | 1.18M (1.01%) | 180.27K Increased by +15.25% | Sep 30, 23 |
| 16 | iShares Core S&P 500 ETF | 1.17M (1.00%) | 700.00 Increased by +0.06% | Dec 29, 23 |
| 17 | American Funds American Mutual A | 1.15M (0.98%) | -2.40K Decreased by -0.21% | Sep 30, 23 |
| 18 | Capital Group American Mutual Comp | 1.15M (0.98%) | -2.40K Decreased by -0.21% | Sep 30, 23 |
| 19 | Vanguard Growth Index Investor | 1.04M (0.89%) | 5.59K Increased by +0.54% | Nov 30, 23 |
| 20 | Parnassus Mid-Cap | 940.76K (0.80%) | 0.00 Increased by 0.00% | Oct 31, 23 |