| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IMCG | 1000.00% |
| 2 | JKI | 1000.00% |
| 3 | JKG | 1000.00% |
| 4 | JKF | 1000.00% |
| 5 | JKE | 1000.00% |
| 6 | JKD | 1000.00% |
| 7 | IYY | 1000.00% |
| 8 | IYE | 1000.00% |
| 9 | IXC | 1000.00% |
| 10 | IWV | 1000.00% |
| 11 | IWS | 1000.00% |
| 12 | IWR | 1000.00% |
| 13 | IWD | 1000.00% |
| 14 | IWB | 1000.00% |
| 15 | IVV | 1000.00% |
| 16 | IVE | 1000.00% |
| 17 | IUSV | 1000.00% |
| 18 | ITOT | 1000.00% |
| 19 | IMCV | 1000.00% |
| 20 | IMCB | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Capital World Investors | 121.07M (13.59%) | 6.66M Increased by +5.50% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 98.21M (11.02%) | -950.01K Decreased by -0.97% | Sep 30, 23 |
| 3 | BlackRock Inc | 71.94M (8.07%) | -2.15M Decreased by -2.99% | Sep 30, 23 |
| 4 | State Street Corporation | 57.58M (6.46%) | 382.86K Increased by +0.66% | Sep 30, 23 |
| 5 | T. Rowe Price Associates, Inc. | 36.19M (4.06%) | 28.60M Increased by +79.02% | Sep 30, 23 |
| 6 | Sanders Capital, LLC | 22.76M (2.55%) | 44.92K Increased by +0.20% | Sep 30, 23 |
| 7 | Boston Partners Global Investors, Inc | 21.65M (2.43%) | -4.10M Decreased by -18.93% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 19.36M (2.17%) | 284.54K Increased by +1.47% | Sep 30, 23 |
| 9 | FMR Inc | 17.64M (1.98%) | -379.50K Decreased by -2.15% | Sep 30, 23 |
| 10 | Barrow Hanley Mewhinney & Strauss LLC | 15.76M (1.77%) | 2.20M Increased by +13.96% | Sep 30, 23 |
| 11 | Morgan Stanley - Brokerage Accounts | 14.66M (1.64%) | -4.24M Decreased by -28.91% | Sep 30, 23 |
| 12 | Capital Research Global Investors | 10.07M (1.13%) | -1.25M Decreased by -12.40% | Sep 30, 23 |
| 13 | Northern Trust Corp | 9.20M (1.03%) | 265.68K Increased by +2.89% | Sep 30, 23 |
| 14 | Bank of New York Mellon Corp | 8.87M (1.00%) | 448.55K Increased by +5.06% | Sep 30, 23 |
| 15 | Van Eck Associates Corporation | 8.01M (0.90%) | -426.79K Decreased by -5.33% | Sep 30, 23 |
| 16 | Legal & General Group PLC | 6.33M (0.71%) | -330.91K Decreased by -5.23% | Sep 30, 23 |
| 17 | Dimensional Fund Advisors, Inc. | 6.31M (0.71%) | -725.97K Decreased by -11.50% | Sep 30, 23 |
| 18 | Goldman Sachs Group Inc | 5.86M (0.66%) | -26.42K Decreased by -0.45% | Sep 30, 23 |
| 19 | Amundi | 5.51M (0.62%) | 897.31K Increased by +16.28% | Sep 30, 23 |
| 20 | Bank of America Corp | 5.36M (0.60%) | -640.47K Decreased by -11.96% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | American Funds American Balanced A | 39.41M (4.42%) | 2.70M Increased by +6.86% | Sep 30, 23 |
| 2 | American Funds Washington Mutual A | 32.97M (3.70%) | 2.57M Increased by +7.79% | Sep 30, 23 |
| 3 | Capital Group Wash Mutual Invtrs Comp | 32.97M (3.70%) | 2.57M Increased by +7.79% | Sep 30, 23 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 25.34M (2.84%) | 31.31K Increased by +0.12% | Nov 30, 23 |
| 5 | American Funds Growth Fund of Amer A | 24.33M (2.73%) | -1.32M Decreased by -5.42% | Sep 30, 23 |
| 6 | Capital Group Growth Fnd of Amer Comp | 24.33M (2.73%) | -1.32M Decreased by -5.42% | Sep 30, 23 |
| 7 | Vanguard Institutional 500 Index Trust | 21.90M (2.46%) | 210.66K Increased by +0.96% | Nov 30, 23 |
| 8 | Energy Select Sector SPDR® ETF | 21.74M (2.44%) | -65.91K Decreased by -0.30% | Dec 31, 23 |
| 9 | Vanguard Mid Cap Index Institutional | 18.38M (2.06%) | 17.98K Increased by +0.10% | Nov 30, 23 |
| 10 | American Funds IS® Growth 1 | 11.60M (1.30%) | -543.66K Decreased by -4.69% | Sep 30, 23 |
| 11 | Capital Group Growth Composite | 11.60M (1.30%) | -543.66K Decreased by -4.69% | Sep 30, 23 |
| 12 | SPDR® S&P 500 ETF Trust | 11.03M (1.24%) | -77.53K Decreased by -0.70% | Dec 31, 23 |
| 13 | Fidelity® 500 Index | 10.47M (1.17%) | 66.63K Increased by +0.64% | Nov 30, 23 |
| 14 | iShares Core S&P 500 ETF | 8.91M (1.00%) | 5.32K Increased by +0.06% | Dec 29, 23 |
| 15 | T. Rowe Price US Value Equity Composite | 8.42M (0.95%) | 7.14M Increased by +84.81% | Sep 30, 23 |
| 16 | T. Rowe Price Value | 8.42M (0.95%) | 7.14M Increased by +84.81% | Sep 30, 23 |
| 17 | T. Rowe Price U.S. Value Equity Tr-Z | 7.56M (0.85%) | 6.42M Increased by +85.02% | Sep 30, 23 |
| 18 | JHancock Disciplined Value Mid Cap I | 7.05M (0.79%) | -130.88K Decreased by -1.86% | Nov 30, 23 |
| 19 | Vanguard Windsor™ II Inv | 6.78M (0.76%) | -356.10K Decreased by -5.26% | Sep 30, 23 |
| 20 | VanEck Oil Services ETF | 6.42M (0.72%) | 0.00 Increased by 0.00% | Dec 30, 23 |