| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKD | 1000.00% |
| 2 | IUSG | 1000.00% |
| 3 | IVV | 1000.00% |
| 4 | ILCG | 1000.00% |
| 5 | ILCB | 1000.00% |
| 6 | IVW | 1000.00% |
| 7 | JKE | 1000.00% |
| 8 | IWB | 1000.00% |
| 9 | IWF | 1000.00% |
| 10 | IWL | 1000.00% |
| 11 | IWY | 1000.00% |
| 12 | IYC | 1000.00% |
| 13 | IYY | 1000.00% |
| 14 | ITOT | 1000.00% |
| 15 | IWV | 1000.00% |
| 16 | EATZ | 5.13% |
| 17 | PBJ | 4.92% |
| 18 | CGGO | 4.57% |
| 19 | PEZ | 4.12% |
| 20 | UTRN | 3.98% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 2.68M (9.85%) | 2.85K Increased by +0.11% | Sep 30, 23 |
| 2 | BlackRock Inc | 2.06M (7.55%) | 5.88K Increased by +0.29% | Sep 30, 23 |
| 3 | T. Rowe Price Associates, Inc. | 1.24M (4.54%) | -283.59K Decreased by -22.93% | Sep 30, 23 |
| 4 | Capital World Investors | 1.12M (4.10%) | 78.55K Increased by +7.03% | Sep 30, 23 |
| 5 | JPMorgan Chase & Co | 1.09M (4.01%) | -14.08K Decreased by -1.29% | Sep 30, 23 |
| 6 | State Street Corporation | 1.07M (3.92%) | -16.41K Decreased by -1.54% | Sep 30, 23 |
| 7 | Capital Research & Mgmt Co - Division 3 | 972.75K (3.57%) | -8.36K Decreased by -0.86% | Sep 30, 23 |
| 8 | Pershing Square Capital Management, L.p. | 953.61K (3.50%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 9 | Edgewood Management LLC | 738.51K (2.71%) | -21.99K Decreased by -2.98% | Sep 30, 23 |
| 10 | Geode Capital Management, LLC | 512.44K (1.88%) | 10.37K Increased by +2.02% | Sep 30, 23 |
| 11 | Artisan Partners Limited Partnership | 509.95K (1.87%) | 7.68K Increased by +1.51% | Sep 30, 23 |
| 12 | FMR Inc | 449.94K (1.65%) | 24.99K Increased by +5.55% | Sep 30, 23 |
| 13 | AllianceBernstein L.P. | 430.92K (1.58%) | 5.33K Increased by +1.24% | Sep 30, 23 |
| 14 | American Century Companies Inc | 399.90K (1.47%) | 13.48K Increased by +3.37% | Sep 30, 23 |
| 15 | Wellington Management Company LLP | 397.18K (1.46%) | 116.72K Increased by +29.39% | Sep 30, 23 |
| 16 | Morgan Stanley - Brokerage Accounts | 348.76K (1.28%) | -36.28K Decreased by -10.40% | Sep 30, 23 |
| 17 | Northern Trust Corp | 283.20K (1.04%) | 13.51K Increased by +4.77% | Sep 30, 23 |
| 18 | HHG PLC | 252.07K (0.92%) | 162.49K Increased by +64.46% | Sep 30, 23 |
| 19 | Brown Advisory Holdings Inc | 231.04K (0.85%) | 15.86K Increased by +6.87% | Sep 30, 23 |
| 20 | Winslow Capital Management, LLC | 229.16K (0.84%) | -45.65K Decreased by -19.92% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 864.69K (3.17%) | 1.64K Increased by +0.19% | Nov 30, 23 |
| 2 | American Funds Growth Fund of Amer A | 845.09K (3.10%) | 38.97K Increased by +4.61% | Sep 30, 23 |
| 3 | Capital Group Growth Fnd of Amer Comp | 845.09K (3.10%) | 38.97K Increased by +4.61% | Sep 30, 23 |
| 4 | Vanguard Institutional 500 Index Trust | 672.44K (2.47%) | 6.32K Increased by +0.94% | Nov 30, 23 |
| 5 | Edgewood Growth Instl | 381.01K (1.40%) | -13.86K Decreased by -3.64% | Sep 30, 23 |
| 6 | Fidelity® 500 Index | 319.43K (1.17%) | 2.54K Increased by +0.80% | Oct 31, 23 |
| 7 | Vanguard Mid Cap Index Institutional | 313.54K (1.15%) | 296.00 Increased by +0.09% | Nov 30, 23 |
| 8 | SPDR® S&P 500 ETF Trust | 313.03K (1.15%) | 976.00 Increased by +0.31% | Nov 30, 23 |
| 9 | JPM US Large Cap Growth-MA | 310.49K (1.14%) | 280.39K Increased by +90.31% | Sep 30, 23 |
| 10 | JPMorgan Large Cap Growth I | 310.49K (1.14%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 11 | iShares Core S&P 500 ETF | 271.69K (1.00%) | 256.00 Increased by +0.09% | Nov 30, 23 |
| 12 | T. Rowe Price Blue Chip Growth | 247.35K (0.91%) | -19.88K Decreased by -8.04% | Sep 30, 23 |
| 13 | T. Rowe Price US Lrg-Cap Core Gr Eq Comp | 247.35K (0.91%) | -19.88K Decreased by -8.04% | Sep 30, 23 |
| 14 | Vanguard Growth Index Investor | 243.02K (0.89%) | 1.34K Increased by +0.55% | Nov 30, 23 |
| 15 | iShares MSCI USA Quality Factor ETF | 207.83K (0.76%) | 19.70K Increased by +9.48% | Nov 30, 23 |
| 16 | American Century US Premier Lg Cp Gr | 197.00K (0.72%) | -18.00K Decreased by -9.14% | Sep 30, 23 |
| 17 | American Century Ultra® Inv | 197.00K (0.72%) | -18.00K Decreased by -9.14% | Sep 30, 23 |
| 18 | Vanguard Institutional Index I | 183.79K (0.67%) | -472.00 Decreased by -0.26% | Nov 30, 23 |
| 19 | JPMorgan Equity Premium Income ETF | 182.21K (0.67%) | -2.15K Decreased by -1.18% | Nov 30, 23 |
| 20 | T. Rowe Price US Growth Stock Composite | 173.44K (0.64%) | -68.85K Decreased by -39.70% | Sep 30, 23 |