| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWF | 1000.00% |
| 2 | IYY | 1000.00% |
| 3 | JKD | 1000.00% |
| 4 | IMCG | 1000.00% |
| 5 | IMCB | 1000.00% |
| 6 | JKE | 1000.00% |
| 7 | JKG | 1000.00% |
| 8 | ILCG | 1000.00% |
| 9 | ILCB | 1000.00% |
| 10 | GLOF | 1000.00% |
| 11 | IUSV | 1000.00% |
| 12 | ITOT | 1000.00% |
| 13 | IVE | 1000.00% |
| 14 | IVV | 1000.00% |
| 15 | IWY | 1000.00% |
| 16 | IWX | 1000.00% |
| 17 | IWB | 1000.00% |
| 18 | IWD | 1000.00% |
| 19 | KXI | 1000.00% |
| 20 | IWV | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 18.63M (8.06%) | 140.49K Increased by +0.75% | Sep 30, 23 |
| 2 | BlackRock Inc | 15.18M (6.57%) | -30.71K Decreased by -0.20% | Sep 30, 23 |
| 3 | State Street Corporation | 9.77M (4.23%) | -253.41K Decreased by -2.59% | Sep 30, 23 |
| 4 | Edgewood Management LLC | 8.51M (3.68%) | 1.02M Increased by +11.97% | Sep 30, 23 |
| 5 | Fundsmith LLP | 5.42M (2.34%) | -9.81K Decreased by -0.18% | Jun 30, 23 |
| 6 | FMR Inc | 5.31M (2.30%) | 1.39M Increased by +26.12% | Sep 30, 23 |
| 7 | Capital Research & Mgmt Co - Division 3 | 5.25M (2.27%) | 669.99K Increased by +12.75% | Sep 30, 23 |
| 8 | Morgan Stanley - Brokerage Accounts | 4.48M (1.94%) | 254.20K Increased by +5.67% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 4.30M (1.86%) | 83.69K Increased by +1.94% | Sep 30, 23 |
| 10 | T. Rowe Price Associates, Inc. | 4.03M (1.74%) | -212.73K Decreased by -5.28% | Jun 30, 23 |
| 11 | Royal Bank of Canada | 3.98M (1.72%) | -884.84K Decreased by -22.22% | Sep 30, 23 |
| 12 | JPMorgan Chase & Co | 3.79M (1.64%) | -131.37K Decreased by -3.47% | Sep 30, 23 |
| 13 | Lazard Asset Management LLC | 3.72M (1.61%) | 1.51M Increased by +40.66% | Sep 30, 23 |
| 14 | Massachusetts Financial Services Company | 3.66M (1.58%) | -397.98K Decreased by -10.89% | Sep 30, 23 |
| 15 | Brown Advisory Holdings Inc | 3.08M (1.33%) | 51.04K Increased by +1.66% | Sep 30, 23 |
| 16 | D. E. Shaw & Co LP | 3.06M (1.32%) | 2.92M Increased by +95.46% | Sep 30, 23 |
| 17 | Goldman Sachs Group Inc | 3.03M (1.31%) | 643.39K Increased by +21.26% | Sep 30, 23 |
| 18 | Wellington Management Company LLP | 2.95M (1.28%) | 1.16M Increased by +39.36% | Jun 30, 23 |
| 19 | Bank of New York Mellon Corp | 2.74M (1.19%) | 410.18K Increased by +14.97% | Sep 30, 23 |
| 20 | Ninety One UK Limited | 2.73M (1.18%) | -143.82K Decreased by -5.28% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 6.55M (2.84%) | 7.94K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 5.65M (2.45%) | 52.12K Increased by +0.92% | Nov 30, 23 |
| 3 | Fundsmith Equity I Acc | 4.94M (2.14%) | 0.00 Increased by 0.00% | Jun 30, 23 |
| 4 | Edgewood Growth Instl | 4.42M (1.91%) | 429.82K Increased by +9.72% | Sep 30, 23 |
| 5 | SPDR® S&P 500 ETF Trust | 2.87M (1.24%) | -20.15K Decreased by -0.70% | Dec 31, 23 |
| 6 | Fidelity® 500 Index | 2.70M (1.17%) | 17.19K Increased by +0.64% | Nov 30, 23 |
| 7 | UBS: Global Equity | 2.33M (1.01%) | 1.24M Increased by +53.17% | Sep 30, 23 |
| 8 | iShares Core S&P 500 ETF | 2.31M (1.00%) | 1.38K Increased by +0.06% | Dec 29, 23 |
| 9 | VanEck Morningstar Wide Moat | 2.13M (0.92%) | 535.72K Increased by +25.15% | Dec 31, 23 |
| 10 | VanEck Morningstar Wide Moat ETF | 2.13M (0.92%) | 2.05K Increased by +0.10% | Dec 30, 23 |
| 11 | American Funds Invmt Co of Amer A | 2.00M (0.86%) | 644.07K Increased by +32.25% | Sep 30, 23 |
| 12 | Capital Group Investment Co of Amer Comp | 2.00M (0.86%) | 644.07K Increased by +32.25% | Sep 30, 23 |
| 13 | Vanguard Growth Index Investor | 1.84M (0.80%) | 10.17K Increased by +0.55% | Nov 30, 23 |
| 14 | Consumer Staples Select Sector SPDR® ETF | 1.64M (0.71%) | -5.05K Decreased by -0.31% | Dec 31, 23 |
| 15 | Vanguard Institutional Index I | 1.55M (0.67%) | -2.75K Decreased by -0.18% | Nov 30, 23 |
| 16 | Fidelity® OTC | 1.36M (0.59%) | 1.07M Increased by +78.97% | Nov 30, 23 |
| 17 | MFS Growth Equity | 1.35M (0.58%) | -617.93K Decreased by -45.77% | Sep 30, 23 |
| 18 | MFS Growth B | 1.33M (0.58%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | Vanguard Windsor™ II Inv | 1.32M (0.57%) | 397.79K Increased by +30.08% | Sep 30, 23 |
| 20 | Ninety One GSF Glb Frchs I Acc USD | 1.12M (0.49%) | 0.00 Increased by 0.00% | Sep 30, 23 |