| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IVV | 1000.00% |
| 2 | IWV | 1000.00% |
| 3 | IWS | 1000.00% |
| 4 | IWR | 1000.00% |
| 5 | IWP | 1000.00% |
| 6 | IWF | 1000.00% |
| 7 | IWD | 1000.00% |
| 8 | IWB | 1000.00% |
| 9 | IVW | 1000.00% |
| 10 | IVE | 1000.00% |
| 11 | IUSV | 1000.00% |
| 12 | IUSG | 1000.00% |
| 13 | ITOT | 1000.00% |
| 14 | IYY | 1000.00% |
| 15 | IMCG | 1000.00% |
| 16 | IMCB | 1000.00% |
| 17 | ILCG | 1000.00% |
| 18 | ILCB | 1000.00% |
| 19 | JKD | 1000.00% |
| 20 | JKE | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 5.27M (11.31%) | -64.20K Decreased by -1.22% | Sep 30, 23 |
| 2 | BlackRock Inc | 4.35M (9.34%) | -22.96K Decreased by -0.53% | Sep 30, 23 |
| 3 | State Street Corporation | 2.01M (4.32%) | -26.20K Decreased by -1.30% | Sep 30, 23 |
| 4 | FMR Inc | 1.40M (3.00%) | 204.51K Increased by +14.64% | Sep 30, 23 |
| 5 | Geode Capital Management, LLC | 1.08M (2.32%) | 25.62K Increased by +2.37% | Sep 30, 23 |
| 6 | Wells Fargo & Co | 1.08M (2.32%) | 4.32K Increased by +0.40% | Sep 30, 23 |
| 7 | ClearBridge Advisors, LLC | 965.71K (2.07%) | -219.44K Decreased by -22.72% | Sep 30, 23 |
| 8 | Northern Trust Corp | 751.86K (1.61%) | 13.06K Increased by +1.74% | Sep 30, 23 |
| 9 | Bank of America Corp | 737.48K (1.58%) | -14.83K Decreased by -2.01% | Sep 30, 23 |
| 10 | Franklin Resources Inc | 677.63K (1.45%) | -1.40K Decreased by -0.21% | Sep 30, 23 |
| 11 | Morgan Stanley - Brokerage Accounts | 625.01K (1.34%) | 47.73K Increased by +7.64% | Sep 30, 23 |
| 12 | Nuveen Asset Management, LLC | 554.18K (1.19%) | -11.89K Decreased by -2.15% | Sep 30, 23 |
| 13 | Amvescap Plc. | 496.30K (1.07%) | -63.44K Decreased by -12.78% | Sep 30, 23 |
| 14 | Stifel Financial Corp | 455.97K (0.98%) | 8.37K Increased by +1.83% | Sep 30, 23 |
| 15 | Dimensional Fund Advisors, Inc. | 429.92K (0.92%) | 4.38K Increased by +1.02% | Sep 30, 23 |
| 16 | Amundi | 429.51K (0.92%) | -120.42K Decreased by -28.04% | Sep 30, 23 |
| 17 | UBS Asset Mgmt Americas Inc | 405.04K (0.87%) | 25.89K Increased by +6.39% | Sep 30, 23 |
| 18 | Legal & General Group PLC | 390.74K (0.84%) | -9.15K Decreased by -2.34% | Sep 30, 23 |
| 19 | Goldman Sachs Group Inc | 345.15K (0.74%) | 83.44K Increased by +24.17% | Sep 30, 23 |
| 20 | Bank of New York Mellon Corp | 342.46K (0.74%) | -10.53K Decreased by -3.08% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 1.41M (3.03%) | 2.65K Increased by +0.19% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 1.08M (2.33%) | 9.45K Increased by +0.87% | Nov 30, 23 |
| 3 | Vanguard Mid Cap Index Institutional | 1.02M (2.20%) | 1.03K Increased by +0.10% | Nov 30, 23 |
| 4 | Franklin Rising Dividends A | 567.27K (1.22%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 5 | Franklin Rising Dividends Fund A | 567.27K (1.22%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 6 | Fidelity® Contrafund® | 551.69K (1.18%) | 28.90K Increased by +5.24% | Nov 30, 23 |
| 7 | SPDR® S&P 500 ETF Trust | 544.21K (1.17%) | -3.80K Decreased by -0.70% | Dec 31, 23 |
| 8 | Fidelity® 500 Index | 518.56K (1.11%) | 3.30K Increased by +0.64% | Nov 30, 23 |
| 9 | JPMorgan Large Cap Growth I | 516.37K (1.11%) | 401.26K Increased by +77.71% | Nov 30, 23 |
| 10 | iShares Core S&P 500 ETF | 439.84K (0.94%) | 260.00 Increased by +0.06% | Dec 29, 23 |
| 11 | Vanguard Growth Index Investor | 396.41K (0.85%) | 2.21K Increased by +0.56% | Nov 30, 23 |
| 12 | Vanguard Mid-Cap Growth ETF | 313.06K (0.67%) | 982.00 Increased by +0.31% | Nov 30, 23 |
| 13 | ClearBridge Large Cap Growth | 297.68K (0.64%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 14 | ClearBridge Large Cap Growth A | 297.68K (0.64%) | -80.10K Decreased by -26.91% | Sep 30, 23 |
| 15 | Vanguard Institutional Index I | 296.62K (0.64%) | -619.00 Decreased by -0.21% | Nov 30, 23 |
| 16 | Vanguard Dividend Appreciation ETF | 256.39K (0.55%) | 1.80K Increased by +0.70% | Nov 30, 23 |
| 17 | Fidelity Contrafund Commingled Pl O | 230.25K (0.49%) | 17.41K Increased by +7.56% | Nov 30, 23 |
| 18 | ProShares S&P 500 Dividend Aristocrats | 229.11K (0.49%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 19 | Eagle Mid-Cap Growth - Institutional | 222.35K (0.48%) | -12.18K Decreased by -5.48% | Sep 30, 23 |
| 20 | State St S&P 500® Indx SL Cl III | 210.79K (0.45%) | -1.60K Decreased by -0.76% | Dec 31, 23 |