| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWR | 1000.00% |
| 2 | ILCB | 1000.00% |
| 3 | ILCG | 1000.00% |
| 4 | IMCB | 1000.00% |
| 5 | IMCG | 1000.00% |
| 6 | ITOT | 1000.00% |
| 7 | IUSG | 1000.00% |
| 8 | IUSV | 1000.00% |
| 9 | KXI | 1000.00% |
| 10 | JKG | 1000.00% |
| 11 | JKE | 1000.00% |
| 12 | JKD | 1000.00% |
| 13 | IVE | 1000.00% |
| 14 | IWD | 1000.00% |
| 15 | IVV | 1000.00% |
| 16 | IVW | 1000.00% |
| 17 | IYY | 1000.00% |
| 18 | IWB | 1000.00% |
| 19 | IYK | 1000.00% |
| 20 | IWV | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 29.91M (12.17%) | 145.39K Increased by +0.49% | Sep 30, 23 |
| 2 | BlackRock Inc | 22.22M (9.04%) | 765.01K Increased by +3.44% | Sep 30, 23 |
| 3 | State Street Corporation | 12.40M (5.05%) | 53.65K Increased by +0.43% | Sep 30, 23 |
| 4 | Massachusetts Financial Services Company | 8.20M (3.34%) | 217.05K Increased by +2.65% | Sep 30, 23 |
| 5 | Fundsmith LLP | 7.27M (2.96%) | 606.21K Increased by +8.33% | Sep 30, 23 |
| 6 | Capital Research & Mgmt Co - Division 3 | 6.47M (2.63%) | 552.00 Increased by +0.01% | Sep 30, 23 |
| 7 | JPMorgan Chase & Co | 6.03M (2.45%) | 2.84M Increased by +47.12% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 5.61M (2.28%) | 166.03K Increased by +2.96% | Sep 30, 23 |
| 9 | Stifel Financial Corp | 4.31M (1.75%) | 29.94K Increased by +0.69% | Sep 30, 23 |
| 10 | Allspring Global Investments Holdings, LLC | 3.83M (1.56%) | -660.11K Decreased by -17.22% | Sep 30, 23 |
| 11 | Morgan Stanley - Brokerage Accounts | 3.29M (1.34%) | 61.09K Increased by +1.86% | Sep 30, 23 |
| 12 | Northern Trust Corp | 2.88M (1.17%) | 98.68K Increased by +3.42% | Sep 30, 23 |
| 13 | Amvescap Plc. | 2.82M (1.15%) | -78.32K Decreased by -2.78% | Sep 30, 23 |
| 14 | FUNDSMITH INVESTMENT SERVICES LTD. | 2.68M (1.09%) | 68.27K Increased by +2.54% | Sep 30, 23 |
| 15 | Neuberger Berman Group LLC | 2.66M (1.08%) | -158.59K Decreased by -5.97% | Sep 30, 23 |
| 16 | Amundi | 2.41M (0.98%) | -117.03K Decreased by -4.85% | Sep 30, 23 |
| 17 | Legal & General Group PLC | 2.22M (0.90%) | -62.04K Decreased by -2.80% | Sep 30, 23 |
| 18 | UBS Asset Mgmt Americas Inc | 1.93M (0.79%) | 344.89K Increased by +17.83% | Sep 30, 23 |
| 19 | Bank of New York Mellon Corp | 1.88M (0.76%) | -30.89K Decreased by -1.65% | Sep 30, 23 |
| 20 | ProShare Advisors LLC | 1.87M (0.76%) | -29.62K Decreased by -1.59% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 7.71M (3.14%) | 9.74K Increased by +0.13% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 6.00M (2.44%) | 51.69K Increased by +0.86% | Nov 30, 23 |
| 3 | Vanguard Mid Cap Index Institutional | 5.59M (2.28%) | 7.60K Increased by +0.14% | Nov 30, 23 |
| 4 | SPDR® S&P 500 ETF Trust | 3.02M (1.23%) | -21.32K Decreased by -0.71% | Dec 31, 23 |
| 5 | MFS Large Cap Growth Equity | 2.94M (1.20%) | 19.08K Increased by +0.65% | Sep 30, 23 |
| 6 | MFS Massachusetts Inv Gr Stk A | 2.94M (1.20%) | -16.52K Decreased by -0.56% | Nov 30, 23 |
| 7 | Fidelity® 500 Index | 2.87M (1.17%) | 18.25K Increased by +0.64% | Nov 30, 23 |
| 8 | Allspring Special Mid Cap Value Inst | 2.71M (1.10%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 9 | Allspring Special US Mid Cap Value Eq | 2.71M (1.10%) | -495.30K Decreased by -18.30% | Sep 30, 23 |
| 10 | Fundsmith Equity I Acc | 2.52M (1.03%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 11 | iShares Core S&P 500 ETF | 2.45M (1.00%) | 1.46K Increased by +0.06% | Dec 29, 23 |
| 12 | American Funds Washington Mutual A | 2.40M (0.98%) | -6.51K Decreased by -0.27% | Sep 30, 23 |
| 13 | Capital Group Wash Mutual Invtrs Comp | 2.40M (0.98%) | -6.51K Decreased by -0.27% | Sep 30, 23 |
| 14 | MFS Mid Cap Growth A | 2.32M (0.94%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | MFS Mid Cap Growth Equity | 2.32M (0.94%) | 125.52K Increased by +5.41% | Sep 30, 23 |
| 16 | Vanguard Growth Index Investor | 2.17M (0.88%) | 11.55K Increased by +0.53% | Nov 30, 23 |
| 17 | JPMorgan Equity Premium Income ETF | 2.13M (0.87%) | -27.52K Decreased by -1.29% | Dec 29, 23 |
| 18 | American Funds Fundamental Invs A | 1.86M (0.76%) | -1.15K Decreased by -0.06% | Sep 30, 23 |
| 19 | Capital Group Fundamental Invtrs Comp | 1.86M (0.76%) | -1.15K Decreased by -0.06% | Sep 30, 23 |
| 20 | Washington Crossing Rising Dividend | 1.81M (0.74%) | -31.27K Decreased by -1.72% | Dec 31, 23 |