| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ITOT | 1000.00% |
| 2 | IMCB | 1000.00% |
| 3 | IYY | 1000.00% |
| 4 | IXN | 1000.00% |
| 5 | IWV | 1000.00% |
| 6 | IWS | 1000.00% |
| 7 | IWR | 1000.00% |
| 8 | IWP | 1000.00% |
| 9 | IMCG | 1000.00% |
| 10 | IWF | 1000.00% |
| 11 | IWD | 1000.00% |
| 12 | IWB | 1000.00% |
| 13 | IVW | 1000.00% |
| 14 | IVV | 1000.00% |
| 15 | IUSG | 1000.00% |
| 16 | GLOF | 1000.00% |
| 17 | IGM | 1000.00% |
| 18 | ILCB | 1000.00% |
| 19 | JKG | 1000.00% |
| 20 | JKE | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 2.82M (11.73%) | -28.05K Decreased by -1.00% | Sep 30, 23 |
| 2 | BlackRock Inc | 2.23M (9.30%) | -34.56K Decreased by -1.55% | Sep 30, 23 |
| 3 | State Street Corporation | 961.40K (4.00%) | -43.34K Decreased by -4.51% | Sep 30, 23 |
| 4 | Valley Forge Capital Management, LP | 943.05K (3.93%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 5 | Lindsell Train Ltd | 711.79K (2.97%) | -89.21K Decreased by -12.53% | Sep 30, 23 |
| 6 | T. Rowe Price Investment Management,Inc. | 697.99K (2.91%) | 1.27K Increased by +0.18% | Sep 30, 23 |
| 7 | Geode Capital Management, LLC | 597.76K (2.49%) | 7.83K Increased by +1.31% | Sep 30, 23 |
| 8 | Kayne Anderson Rudnick Investment Management LLC | 457.74K (1.91%) | 4.58K Increased by +1.00% | Sep 30, 23 |
| 9 | Morgan Stanley - Brokerage Accounts | 434.48K (1.81%) | -8.86K Decreased by -2.04% | Sep 30, 23 |
| 10 | Neuberger Berman Group LLC | 416.95K (1.74%) | -26.79K Decreased by -6.42% | Sep 30, 23 |
| 11 | American Century Companies Inc | 366.87K (1.53%) | 104.16K Increased by +28.39% | Sep 30, 23 |
| 12 | AllianceBernstein L.P. | 361.80K (1.51%) | 188.89K Increased by +52.21% | Sep 30, 23 |
| 13 | AF Advisors, Inc. | 361.14K (1.50%) | 543.00 Increased by +0.15% | Sep 30, 23 |
| 14 | Amvescap Plc. | 359.55K (1.50%) | 43.00K Increased by +11.96% | Sep 30, 23 |
| 15 | Ako Capital Llp | 351.02K (1.46%) | -6.76K Decreased by -1.92% | Sep 30, 23 |
| 16 | Kensico Capital Management Corp | 273.63K (1.14%) | -4.05K Decreased by -1.48% | Sep 30, 23 |
| 17 | Northern Trust Corp | 271.38K (1.13%) | 5.23K Increased by +1.93% | Sep 30, 23 |
| 18 | Principal Financial Group Inc | 239.64K (1.00%) | 82.21K Increased by +34.31% | Sep 30, 23 |
| 19 | Wellington Management Company LLP | 229.14K (0.95%) | -19.50K Decreased by -8.51% | Sep 30, 23 |
| 20 | Franklin Resources Inc | 226.56K (0.94%) | 92.87K Increased by +40.99% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 739.59K (3.08%) | 888.00 Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 605.99K (2.52%) | 5.35K Increased by +0.88% | Nov 30, 23 |
| 3 | T. Rowe Price Mid-Cap Growth | 333.40K (1.39%) | -1.50K Decreased by -0.45% | Sep 30, 23 |
| 4 | T. Rowe Price US Mid-Cap Growth Equity | 333.40K (1.39%) | -1.50K Decreased by -0.45% | Sep 30, 23 |
| 5 | Vanguard Small Cap Index | 305.67K (1.27%) | 1.18K Increased by +0.39% | Nov 30, 23 |
| 6 | SPDR® S&P 500 ETF Trust | 305.02K (1.27%) | -2.19K Decreased by -0.72% | Dec 31, 23 |
| 7 | Fidelity® 500 Index | 289.65K (1.21%) | 1.84K Increased by +0.64% | Nov 30, 23 |
| 8 | American Century US Premier Lg Cp Gr | 283.00K (1.18%) | 70.00K Increased by +24.73% | Sep 30, 23 |
| 9 | American Century Ultra® Inv | 283.00K (1.18%) | 70.00K Increased by +24.73% | Sep 30, 23 |
| 10 | Vanguard Mid Cap Index Institutional | 268.49K (1.12%) | 227.00 Increased by +0.08% | Nov 30, 23 |
| 11 | Lindsell Train Global Equity B GBP Inc | 261.16K (1.09%) | -39.45K Decreased by -15.11% | Nov 30, 23 |
| 12 | iShares Core S&P 500 ETF | 246.32K (1.03%) | 150.00 Increased by +0.06% | Dec 29, 23 |
| 13 | Neuberger Berman Genesis Inv | 241.66K (1.01%) | -35.97K Decreased by -14.88% | Sep 30, 23 |
| 14 | Vanguard Small Cap Growth Index Inv | 171.24K (0.71%) | 1.16K Increased by +0.68% | Nov 30, 23 |
| 15 | Vanguard Institutional Index I | 165.76K (0.69%) | -266.00 Decreased by -0.16% | Nov 30, 23 |
| 16 | Technology Select Sector SPDR® ETF | 157.04K (0.65%) | 52.00 Increased by +0.03% | Dec 31, 23 |
| 17 | BGF World Technology A2 | 155.60K (0.65%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 18 | Vanguard Information Technology ETF | 151.59K (0.63%) | -6.19K Decreased by -4.08% | Nov 30, 23 |
| 19 | Baron Mid Cap Growth Strategy | 150.00K (0.62%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 20 | Principal MidCap R5 | 148.28K (0.62%) | 11.40K Increased by +7.69% | Nov 30, 23 |