| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKF | 1000.00% |
| 2 | IUSV | 1000.00% |
| 3 | IYY | 1000.00% |
| 4 | JKD | 1000.00% |
| 5 | JKE | 1000.00% |
| 6 | ILCV | 1000.00% |
| 7 | ILCG | 1000.00% |
| 8 | ILCB | 1000.00% |
| 9 | IAI | 1000.00% |
| 10 | IVE | 1000.00% |
| 11 | ITOT | 1000.00% |
| 12 | IVV | 1000.00% |
| 13 | IWB | 1000.00% |
| 14 | IWD | 1000.00% |
| 15 | IWL | 1000.00% |
| 16 | IWV | 1000.00% |
| 17 | IWX | 1000.00% |
| 18 | IXG | 1000.00% |
| 19 | IYF | 1000.00% |
| 20 | IYG | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 46.92M (8.22%) | 40.32K Increased by +0.09% | Sep 30, 23 |
| 2 | BlackRock Inc | 43.16M (7.57%) | 72.05K Increased by +0.17% | Sep 30, 23 |
| 3 | Morgan Stanley - Brokerage Accounts | 25.88M (4.54%) | -786.39K Decreased by -3.04% | Sep 30, 23 |
| 4 | State Street Corporation | 22.57M (3.96%) | -470.05K Decreased by -2.08% | Sep 30, 23 |
| 5 | Harris Associates L.P. | 15.52M (2.72%) | 972.32K Increased by +6.26% | Sep 30, 23 |
| 6 | T. Rowe Price Investment Management,Inc. | 15.26M (2.68%) | -5.03M Decreased by -32.96% | Sep 30, 23 |
| 7 | Wellington Management Company LLP | 12.15M (2.13%) | 8.09M Increased by +66.57% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 10.60M (1.86%) | 212.44K Increased by +2.00% | Sep 30, 23 |
| 9 | Lazard Asset Management LLC | 9.59M (1.68%) | -189.48K Decreased by -1.98% | Sep 30, 23 |
| 10 | Veritas Asset Management LLP | 7.92M (1.39%) | -97.87K Decreased by -1.24% | Sep 30, 23 |
| 11 | JPMorgan Chase & Co | 7.70M (1.35%) | -184.40K Decreased by -2.39% | Sep 30, 23 |
| 12 | Northern Trust Corp | 7.57M (1.33%) | 196.35K Increased by +2.59% | Sep 30, 23 |
| 13 | Capital World Investors | 7.11M (1.25%) | -770.89K Decreased by -10.84% | Sep 30, 23 |
| 14 | Parnassus Investments, LLC | 6.81M (1.19%) | -130.60K Decreased by -1.92% | Sep 30, 23 |
| 15 | Flossbach von Storch AG | 6.39M (1.12%) | -630.51K Decreased by -9.87% | Sep 30, 23 |
| 16 | Independent Franchise Partners LLP | 6.37M (1.12%) | 1.30M Increased by +20.43% | Sep 30, 23 |
| 17 | Amvescap Plc. | 6.07M (1.06%) | 1.04M Increased by +17.14% | Sep 30, 23 |
| 18 | Amundi | 5.99M (1.05%) | -241.64K Decreased by -4.03% | Sep 30, 23 |
| 19 | Bank of America Corp | 5.83M (1.02%) | 33.25K Increased by +0.57% | Sep 30, 23 |
| 20 | Ruane, Cunniff & Goldfarb L.P. | 5.76M (1.01%) | -187.40K Decreased by -3.26% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 17.87M (3.13%) | 20.93K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 13.95M (2.45%) | 128.83K Increased by +0.92% | Nov 30, 23 |
| 3 | Morgan Stanley Glbl Franchise | 7.64M (1.34%) | -73.59K Decreased by -0.96% | Sep 30, 23 |
| 4 | MS INVF Global Brands A USD | 7.48M (1.31%) | -49.05K Decreased by -0.66% | Nov 30, 23 |
| 5 | Fidelity® 500 Index | 6.63M (1.16%) | 52.79K Increased by +0.80% | Oct 31, 23 |
| 6 | SPDR® S&P 500 ETF Trust | 6.50M (1.14%) | 20.74K Increased by +0.32% | Nov 30, 23 |
| 7 | T. Rowe Price Capital Appreciation | 6.32M (1.11%) | -2.56M Decreased by -40.54% | Sep 30, 23 |
| 8 | iShares Core S&P 500 ETF | 5.64M (0.99%) | 5.46K Increased by +0.10% | Nov 30, 23 |
| 9 | Parnassus Core Equity Investor | 5.42M (0.95%) | -84.45K Decreased by -1.56% | Nov 30, 23 |
| 10 | Vanguard Wellington™ Inv | 5.34M (0.94%) | 4.97M Increased by +93.09% | Sep 30, 23 |
| 11 | Vanguard Windsor™ II Inv | 5.05M (0.89%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 12 | Vanguard Value Index Inv | 4.89M (0.86%) | 12.10K Increased by +0.25% | Nov 30, 23 |
| 13 | Oakmark Investor | 4.18M (0.73%) | 600.00K Increased by +14.37% | Sep 30, 23 |
| 14 | Vanguard Equity-Income Inv | 4.11M (0.72%) | 1.64M Increased by +39.83% | Sep 30, 23 |
| 15 | Vanguard Institutional Index I | 3.81M (0.67%) | -8.47K Decreased by -0.22% | Nov 30, 23 |
| 16 | Financial Select Sector SPDR® ETF | 3.69M (0.65%) | 34.57K Increased by +0.94% | Nov 30, 23 |
| 17 | FvS SICAV Multiple Opportunities F | 3.50M (0.61%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 18 | American Funds Washington Mutual A | 3.33M (0.58%) | -9.04K Decreased by -0.27% | Sep 30, 23 |
| 19 | Capital Group Wash Mutual Invtrs Comp | 3.33M (0.58%) | -9.04K Decreased by -0.27% | Sep 30, 23 |
| 20 | State St S&P 500® Indx SL Cl III | 2.74M (0.48%) | 11.30K Increased by +0.41% | Nov 30, 23 |