| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IYF | 1000.00% |
| 2 | IWB | 1000.00% |
| 3 | IVW | 1000.00% |
| 4 | IVV | 1000.00% |
| 5 | IVE | 1000.00% |
| 6 | IUSV | 1000.00% |
| 7 | IUSG | 1000.00% |
| 8 | IWL | 1000.00% |
| 9 | ITOT | 1000.00% |
| 10 | ILCV | 1000.00% |
| 11 | ILCG | 1000.00% |
| 12 | ILCB | 1000.00% |
| 13 | HDV | 1000.00% |
| 14 | IWV | 1000.00% |
| 15 | IWY | 1000.00% |
| 16 | IXG | 1000.00% |
| 17 | IYY | 1000.00% |
| 18 | IYG | 1000.00% |
| 19 | JKF | 1000.00% |
| 20 | JKE | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 62.09M (8.78%) | 14.40M Increased by +23.19% | Sep 30, 23 |
| 2 | BlackRock Inc | 45.92M (6.49%) | 10.52M Increased by +22.91% | Sep 30, 23 |
| 3 | Capital World Investors | 32.37M (4.58%) | 62.17K Increased by +0.19% | Sep 30, 23 |
| 4 | State Street Corporation | 27.36M (3.87%) | 12.95M Increased by +47.32% | Sep 30, 23 |
| 5 | Morgan Stanley - Brokerage Accounts | 23.82M (3.37%) | -418.69K Decreased by -1.76% | Sep 30, 23 |
| 6 | Capital Research & Mgmt Co - Division 3 | 19.93M (2.82%) | -1.28M Decreased by -6.41% | Sep 30, 23 |
| 7 | Charles Schwab Investment Management Inc | 14.83M (2.10%) | 1.74M Increased by +11.77% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 13.57M (1.92%) | 5.58M Increased by +41.08% | Sep 30, 23 |
| 9 | Edgewood Management LLC | 12.86M (1.82%) | -1.96M Decreased by -15.20% | Sep 30, 23 |
| 10 | JPMorgan Chase & Co | 11.31M (1.60%) | 923.23K Increased by +8.16% | Sep 30, 23 |
| 11 | Bank of America Corp | 10.91M (1.54%) | 9.91K Increased by +0.09% | Sep 30, 23 |
| 12 | Royal Bank of Canada | 10.07M (1.42%) | 75.97K Increased by +0.75% | Sep 30, 23 |
| 13 | Aristotle Capital Management LLC | 9.20M (1.30%) | -343.75K Decreased by -3.74% | Sep 30, 23 |
| 14 | Northern Trust Corp | 6.88M (0.97%) | 2.10M Increased by +30.51% | Sep 30, 23 |
| 15 | Brown Advisory Holdings Inc | 6.11M (0.86%) | 92.11K Increased by +1.51% | Sep 30, 23 |
| 16 | Atlantic Trust Group, LLC | 5.94M (0.84%) | -6.67M Decreased by -112.16% | Sep 30, 23 |
| 17 | Legal & General Group PLC | 5.25M (0.74%) | 106.25K Increased by +2.03% | Sep 30, 23 |
| 18 | Wells Fargo & Co | 5.09M (0.72%) | -8.84K Decreased by -0.17% | Sep 30, 23 |
| 19 | UBS Group AG | 4.94M (0.70%) | 11.12K Increased by +0.23% | Sep 30, 23 |
| 20 | HHG PLC | 4.86M (0.69%) | -2.18M Decreased by -44.87% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 22.24M (3.15%) | 26.67K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 17.30M (2.45%) | 140.14K Increased by +0.81% | Nov 30, 23 |
| 3 | Schwab US Dividend Equity ETF™ | 11.17M (1.58%) | 1.63K Increased by +0.01% | Dec 30, 23 |
| 4 | SPDR® S&P 500 ETF Trust | 8.76M (1.24%) | -61.61K Decreased by -0.70% | Dec 31, 23 |
| 5 | Fidelity® 500 Index | 8.27M (1.17%) | 52.63K Increased by +0.64% | Nov 30, 23 |
| 6 | American Funds American Balanced A | 7.42M (1.05%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 7 | iShares Core S&P 500 ETF | 7.08M (1.00%) | 4.22K Increased by +0.06% | Dec 29, 23 |
| 8 | Edgewood Growth Instl | 6.84M (0.97%) | -1.03M Decreased by -15.05% | Sep 30, 23 |
| 9 | American Funds Washington Mutual A | 6.82M (0.96%) | -18.50K Decreased by -0.27% | Sep 30, 23 |
| 10 | Capital Group Wash Mutual Invtrs Comp | 6.82M (0.96%) | -18.50K Decreased by -0.27% | Sep 30, 23 |
| 11 | Vanguard Growth Index Investor | 6.25M (0.88%) | 34.30K Increased by +0.55% | Nov 30, 23 |
| 12 | American Funds Fundamental Invs A | 6.19M (0.87%) | -1.30M Decreased by -21.09% | Sep 30, 23 |
| 13 | Capital Group Fundamental Invtrs Comp | 6.19M (0.87%) | -1.30M Decreased by -21.09% | Sep 30, 23 |
| 14 | American Funds Growth Fund of Amer A | 5.95M (0.84%) | -19.93K Decreased by -0.34% | Sep 30, 23 |
| 15 | Capital Group Growth Fnd of Amer Comp | 5.95M (0.84%) | -19.93K Decreased by -0.34% | Sep 30, 23 |
| 16 | Vanguard Institutional Index I | 4.73M (0.67%) | -10.61K Decreased by -0.22% | Nov 30, 23 |
| 17 | Financial Select Sector SPDR® ETF | 4.66M (0.66%) | 9.51K Increased by +0.20% | Dec 31, 23 |
| 18 | JPM US Large Cap Growth-MA | 4.39M (0.62%) | 3.97M Increased by +90.41% | Sep 30, 23 |
| 19 | JPMorgan Large Cap Growth I | 4.39M (0.62%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | American Funds New Perspective A | 3.69M (0.52%) | 0.00 Increased by 0.00% | Sep 30, 23 |