| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IUSG | 1000.00% |
| 2 | JKI | 1000.00% |
| 3 | JKG | 1000.00% |
| 4 | JKF | 1000.00% |
| 5 | JKD | 1000.00% |
| 6 | IYY | 1000.00% |
| 7 | IXP | 1000.00% |
| 8 | IWV | 1000.00% |
| 9 | IWS | 1000.00% |
| 10 | IWR | 1000.00% |
| 11 | IWD | 1000.00% |
| 12 | IWB | 1000.00% |
| 13 | IVW | 1000.00% |
| 14 | IVV | 1000.00% |
| 15 | IVE | 1000.00% |
| 16 | IUSV | 1000.00% |
| 17 | GLOF | 1000.00% |
| 18 | ITOT | 1000.00% |
| 19 | IMCV | 1000.00% |
| 20 | IMCB | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Dodge & Cox | 8.47M (8.66%) | -101.32K Decreased by -1.20% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 8.26M (8.45%) | -118.49K Decreased by -1.43% | Sep 30, 23 |
| 3 | BlackRock Inc | 6.56M (6.71%) | -72.89K Decreased by -1.11% | Sep 30, 23 |
| 4 | Capital Research & Mgmt Co - Division 3 | 6.45M (6.59%) | -553.31K Decreased by -8.58% | Sep 30, 23 |
| 5 | Harris Associates L.P. | 5.23M (5.35%) | -152.53K Decreased by -2.92% | Sep 30, 23 |
| 6 | State Street Corporation | 5.20M (5.32%) | -193.22K Decreased by -3.72% | Sep 30, 23 |
| 7 | Berkshire Hathaway Inc | 3.83M (3.92%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 8 | Massachusetts Financial Services Company | 3.05M (3.12%) | -488.38K Decreased by -16.02% | Sep 30, 23 |
| 9 | JPMorgan Chase & Co | 2.91M (2.97%) | -300.77K Decreased by -10.34% | Sep 30, 23 |
| 10 | Veritas Asset Management LLP | 2.24M (2.29%) | -64.06K Decreased by -2.86% | Sep 30, 23 |
| 11 | Geode Capital Management, LLC | 2.01M (2.06%) | 9.20K Increased by +0.46% | Sep 30, 23 |
| 12 | FMR Inc | 1.73M (1.77%) | -23.25K Decreased by -1.34% | Sep 30, 23 |
| 13 | Amvescap Plc. | 1.57M (1.60%) | -131.84K Decreased by -8.41% | Sep 30, 23 |
| 14 | Capital World Investors | 1.51M (1.55%) | 606.33K Increased by +40.13% | Sep 30, 23 |
| 15 | Pzena Investment Management, LLC | 1.46M (1.49%) | 253.32K Increased by +17.36% | Sep 30, 23 |
| 16 | Franklin Resources Inc | 1.43M (1.47%) | -91.29K Decreased by -6.37% | Sep 30, 23 |
| 17 | Morgan Stanley - Brokerage Accounts | 1.19M (1.21%) | 161.83K Increased by +13.64% | Sep 30, 23 |
| 18 | Parnassus Investments, LLC | 1.16M (1.18%) | 1.16M Increased by +100.00% | Sep 30, 23 |
| 19 | Farallon Capital Management, L.L.C. | 1.11M (1.14%) | 1.11M Increased by +100.00% | Sep 30, 23 |
| 20 | Northern Trust Corp | 1.05M (1.07%) | 22.49K Increased by +2.15% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Dodge & Cox Stock I | 5.28M (5.40%) | 5.25M Increased by +99.50% | Sep 30, 23 |
| 2 | American Funds American Balanced A | 3.73M (3.81%) | 554.69K Increased by +14.89% | Sep 30, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 3.05M (3.12%) | 3.67K Increased by +0.12% | Nov 30, 23 |
| 4 | Invesco QQQ Trust | 2.71M (2.77%) | 6.03K Increased by +0.22% | Dec 29, 23 |
| 5 | Vanguard Institutional 500 Index Trust | 2.48M (2.54%) | 22.05K Increased by +0.89% | Nov 30, 23 |
| 6 | Communication Services Sel Sect SPDR®ETF | 1.93M (1.98%) | 8.17K Increased by +0.42% | Dec 29, 23 |
| 7 | MFS Large Cap Value (SMA) | 1.63M (1.67%) | 1.63M Increased by +100.00% | Jun 30, 23 |
| 8 | American Funds Growth Fund of Amer A | 1.62M (1.66%) | -5.42K Decreased by -0.34% | Sep 30, 23 |
| 9 | Capital Group Growth Fnd of Amer Comp | 1.62M (1.66%) | -5.42K Decreased by -0.34% | Sep 30, 23 |
| 10 | MFS Large Cap Value Equity | 1.35M (1.38%) | -282.78K Decreased by -20.95% | Sep 30, 23 |
| 11 | Parnassus Core Equity Investor | 1.29M (1.32%) | -20.05K Decreased by -1.56% | Nov 30, 23 |
| 12 | SPDR® S&P 500 ETF Trust | 1.24M (1.27%) | -8.76K Decreased by -0.71% | Dec 31, 23 |
| 13 | Fidelity® 500 Index | 1.19M (1.21%) | 7.55K Increased by +0.64% | Nov 30, 23 |
| 14 | MFS Value A | 1.16M (1.19%) | -180.52K Decreased by -15.53% | Nov 30, 23 |
| 15 | iShares Core S&P 500 ETF | 1.00M (1.02%) | 600.00 Increased by +0.06% | Dec 29, 23 |
| 16 | Oakmark Investor | 912.63K (0.93%) | 38.00K Increased by +4.16% | Sep 30, 23 |
| 17 | Vanguard Growth Index Investor | 856.99K (0.88%) | 4.69K Increased by +0.55% | Nov 30, 23 |
| 18 | Fidelity® OTC | 723.94K (0.74%) | -69.10K Decreased by -9.55% | Nov 30, 23 |
| 19 | Vanguard Windsor Investor Shares | 681.22K (0.70%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 20 | Vanguard Institutional Index I | 678.33K (0.69%) | -1.52K Decreased by -0.22% | Nov 30, 23 |