| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWF | 1000.00% |
| 2 | EXI | 1000.00% |
| 3 | IWR | 1000.00% |
| 4 | IWB | 1000.00% |
| 5 | IWP | 1000.00% |
| 6 | IWD | 1000.00% |
| 7 | IVE | 1000.00% |
| 8 | IYY | 1000.00% |
| 9 | IWV | 1000.00% |
| 10 | IWS | 1000.00% |
| 11 | JKD | 1000.00% |
| 12 | IVV | 1000.00% |
| 13 | IUSV | 1000.00% |
| 14 | JKE | 1000.00% |
| 15 | IUSG | 1000.00% |
| 16 | IVW | 1000.00% |
| 17 | ITOT | 1000.00% |
| 18 | IMCG | 1000.00% |
| 19 | IMCB | 1000.00% |
| 20 | ILCG | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 13.69M (11.16%) | -8.73K Decreased by -0.06% | Sep 30, 23 |
| 2 | Capital Research & Mgmt Co - Division 3 | 13.66M (11.13%) | 3.07M Increased by +22.48% | Sep 30, 23 |
| 3 | BlackRock Inc | 9.94M (8.10%) | 832.71K Increased by +8.38% | Sep 30, 23 |
| 4 | T. Rowe Price Investment Management,Inc. | 7.15M (5.83%) | 456.62K Increased by +6.38% | Sep 30, 23 |
| 5 | Massachusetts Financial Services Company | 6.21M (5.06%) | -1.28M Decreased by -20.68% | Sep 30, 23 |
| 6 | Morgan Stanley - Brokerage Accounts | 4.99M (4.07%) | -86.92K Decreased by -1.74% | Sep 30, 23 |
| 7 | State Street Corporation | 4.57M (3.73%) | -79.18K Decreased by -1.73% | Sep 30, 23 |
| 8 | Generation Investment Management LLP | 3.56M (2.90%) | -282.75K Decreased by -7.95% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 2.63M (2.14%) | 51.18K Increased by +1.94% | Sep 30, 23 |
| 10 | Amvescap Plc. | 2.59M (2.11%) | -251.85K Decreased by -9.72% | Sep 30, 23 |
| 11 | FMR Inc | 2.52M (2.05%) | -2.29M Decreased by -90.86% | Sep 30, 23 |
| 12 | Kayne Anderson Rudnick Investment Management LLC | 2.51M (2.04%) | 65.62K Increased by +2.62% | Sep 30, 23 |
| 13 | Cantillon Capital Management LLC | 2.06M (1.68%) | -8.09K Decreased by -0.39% | Sep 30, 23 |
| 14 | Veritas Asset Management LLP | 1.79M (1.46%) | 658.00K Increased by +36.78% | Sep 30, 23 |
| 15 | Jensen Investment Management | 1.75M (1.43%) | 178.22K Increased by +10.19% | Sep 30, 23 |
| 16 | Van Eck Associates Corporation | 1.37M (1.11%) | 246.39K Increased by +18.03% | Sep 30, 23 |
| 17 | Mitsubishi UFJ Asset Management Co.,Ltd | 1.33M (1.08%) | 43.10K Increased by +3.24% | Sep 30, 23 |
| 18 | Northern Trust Corp | 1.25M (1.02%) | 25.98K Increased by +2.08% | Sep 30, 23 |
| 19 | Harris Associates L.P. | 1.11M (0.90%) | -172.38K Decreased by -15.59% | Sep 30, 23 |
| 20 | Bank of New York Mellon Corp | 1.09M (0.89%) | -1.96K Decreased by -0.18% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 3.85M (3.14%) | 12.58K Increased by +0.33% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 2.99M (2.44%) | 28.59K Increased by +0.96% | Nov 30, 23 |
| 3 | MFS Large Cap Value (SMA) | 2.89M (2.36%) | 2.89M Increased by +100.00% | Jun 30, 23 |
| 4 | MFS Large Cap Value Equity | 2.82M (2.30%) | -76.43K Decreased by -2.71% | Sep 30, 23 |
| 5 | Vanguard Mid Cap Index Institutional | 2.79M (2.27%) | 3.72K Increased by +0.13% | Nov 30, 23 |
| 6 | MFS Value A | 2.77M (2.26%) | -30.75K Decreased by -1.11% | Nov 30, 23 |
| 7 | American Funds Washington Mutual A | 2.64M (2.15%) | 558.14K Increased by +21.15% | Sep 30, 23 |
| 8 | Capital Group Wash Mutual Invtrs Comp | 2.64M (2.15%) | 558.14K Increased by +21.15% | Sep 30, 23 |
| 9 | T. Rowe Price Capital Appreciation | 2.12M (1.73%) | 232.00K Increased by +10.94% | Sep 30, 23 |
| 10 | MS INVF Global Brands A USD | 1.97M (1.60%) | -18.95K Decreased by -0.96% | Sep 30, 23 |
| 11 | Morgan Stanley Glbl Franchise | 1.97M (1.60%) | -18.95K Decreased by -0.96% | Sep 30, 23 |
| 12 | T. Rowe Price Mid-Cap Growth | 1.90M (1.55%) | 51.20K Increased by +2.70% | Sep 30, 23 |
| 13 | T. Rowe Price US Mid-Cap Growth Equity | 1.90M (1.55%) | 51.20K Increased by +2.70% | Sep 30, 23 |
| 14 | American Funds Fundamental Invs A | 1.68M (1.37%) | 341.12K Increased by +20.29% | Sep 30, 23 |
| 15 | Capital Group Fundamental Invtrs Comp | 1.68M (1.37%) | 341.12K Increased by +20.29% | Sep 30, 23 |
| 16 | American Funds New Perspective A | 1.60M (1.30%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 17 | Capital Group New Perspective Comp | 1.60M (1.30%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 18 | American Funds American Balanced A | 1.59M (1.30%) | 652.11K Increased by +40.99% | Sep 30, 23 |
| 19 | SPDR® S&P 500 ETF Trust | 1.51M (1.23%) | -10.66K Decreased by -0.70% | Dec 31, 23 |
| 20 | VanEck Morningstar Wide Moat ETF | 1.46M (1.19%) | 1.40K Increased by +0.10% | Dec 30, 23 |