| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IYY | 1000.00% |
| 2 | IWY | 1000.00% |
| 3 | IWV | 1000.00% |
| 4 | IWL | 1000.00% |
| 5 | IWF | 1000.00% |
| 6 | IWB | 1000.00% |
| 7 | IGM | 1000.00% |
| 8 | GLOF | 1000.00% |
| 9 | IVW | 1000.00% |
| 10 | JKE | 1000.00% |
| 11 | IVV | 1000.00% |
| 12 | IUSG | 1000.00% |
| 13 | JKD | 1000.00% |
| 14 | IXN | 1000.00% |
| 15 | ITOT | 1000.00% |
| 16 | IYW | 1000.00% |
| 17 | ILCG | 1000.00% |
| 18 | ILCB | 1000.00% |
| 19 | FINX | 5.99% |
| 20 | FNTC | 5.64% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 25.33M (9.32%) | 117.48K Increased by +0.46% | Sep 30, 23 |
| 2 | BlackRock Inc | 23.14M (8.51%) | -73.40K Decreased by -0.32% | Sep 30, 23 |
| 3 | T. Rowe Price Associates, Inc. | 11.58M (4.26%) | -2.23M Decreased by -19.29% | Sep 30, 23 |
| 4 | State Street Corporation | 11.08M (4.08%) | -213.64K Decreased by -1.93% | Sep 30, 23 |
| 5 | JPMorgan Chase & Co | 9.42M (3.46%) | 196.90K Increased by +2.09% | Sep 30, 23 |
| 6 | FMR Inc | 5.64M (2.07%) | 266.80K Increased by +4.73% | Sep 30, 23 |
| 7 | Geode Capital Management, LLC | 5.42M (1.99%) | 106.95K Increased by +1.97% | Sep 30, 23 |
| 8 | Morgan Stanley - Brokerage Accounts | 3.85M (1.42%) | 137.20K Increased by +3.57% | Sep 30, 23 |
| 9 | Edgewood Management LLC | 3.75M (1.38%) | -119.05K Decreased by -3.17% | Sep 30, 23 |
| 10 | Goldman Sachs Group Inc | 3.48M (1.28%) | 611.48K Increased by +17.59% | Sep 30, 23 |
| 11 | Brown Advisory Holdings Inc | 3.47M (1.28%) | -68.94K Decreased by -1.99% | Sep 30, 23 |
| 12 | Northern Trust Corp | 3.21M (1.18%) | 160.23K Increased by +4.99% | Sep 30, 23 |
| 13 | State Farm Mutual Automobile Ins Co | 3.11M (1.14%) | -65.73K Decreased by -2.12% | Sep 30, 23 |
| 14 | Amvescap Plc. | 3.09M (1.14%) | 190.58K Increased by +6.16% | Sep 30, 23 |
| 15 | Fisher Asset Management, LLC | 2.84M (1.05%) | 199.86K Increased by +7.03% | Sep 30, 23 |
| 16 | Nicholas Hoffman & Company, LLC | 2.78M (1.02%) | 2.78M Increased by +100.00% | Jun 30, 23 |
| 17 | Franklin Resources Inc | 2.66M (0.98%) | 1.07K Increased by +0.04% | Sep 30, 23 |
| 18 | Nuveen Asset Management, LLC | 2.57M (0.95%) | -116.69K Decreased by -4.54% | Sep 30, 23 |
| 19 | Bank of New York Mellon Corp | 2.55M (0.94%) | -60.80K Decreased by -2.39% | Sep 30, 23 |
| 20 | Bank of America Corp | 2.39M (0.88%) | -76.28K Decreased by -3.20% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 8.34M (3.07%) | 9.99K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 6.83M (2.51%) | 63.48K Increased by +0.93% | Nov 30, 23 |
| 3 | Invesco QQQ Trust | 5.12M (1.88%) | 11.40K Increased by +0.22% | Dec 29, 23 |
| 4 | SPDR® S&P 500 ETF Trust | 3.45M (1.27%) | -24.24K Decreased by -0.70% | Dec 31, 23 |
| 5 | Fidelity® 500 Index | 3.26M (1.20%) | 20.77K Increased by +0.64% | Nov 30, 23 |
| 6 | iShares Core S&P 500 ETF | 2.79M (1.03%) | 1.67K Increased by +0.06% | Dec 29, 23 |
| 7 | Vanguard Growth Index Investor | 2.34M (0.86%) | 12.85K Increased by +0.55% | Nov 30, 23 |
| 8 | Edgewood Growth Instl | 1.93M (0.71%) | -77.83K Decreased by -4.04% | Sep 30, 23 |
| 9 | Vanguard Institutional Index I | 1.87M (0.69%) | -4.17K Decreased by -0.22% | Nov 30, 23 |
| 10 | Technology Select Sector SPDR® ETF | 1.78M (0.65%) | 586.00 Increased by +0.03% | Dec 31, 23 |
| 11 | Vanguard Dividend Appreciation ETF | 1.62M (0.60%) | 10.96K Increased by +0.68% | Nov 30, 23 |
| 12 | T. Rowe Price Growth Stock | 1.55M (0.57%) | -571.57K Decreased by -36.93% | Sep 30, 23 |
| 13 | T. Rowe Price US Growth Stock Composite | 1.55M (0.57%) | -571.57K Decreased by -36.93% | Sep 30, 23 |
| 14 | Vanguard Information Technology ETF | 1.52M (0.56%) | 1.13K Increased by +0.07% | Nov 30, 23 |
| 15 | JPM US Large Cap Growth-MA | 1.36M (0.50%) | 1.24M Increased by +90.71% | Sep 30, 23 |
| 16 | JPMorgan Large Cap Growth I | 1.36M (0.50%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 17 | State St S&P 500® Indx SL Cl III | 1.34M (0.49%) | 300.00 Increased by +0.02% | Dec 31, 23 |
| 18 | T. Rowe Price Blue Chip Growth | 1.23M (0.45%) | -239.50K Decreased by -19.42% | Sep 30, 23 |
| 19 | T. Rowe Price US Lrg-Cap Core Gr Eq Comp | 1.23M (0.45%) | -239.50K Decreased by -19.42% | Sep 30, 23 |
| 20 | T. Rowe Price Lrg Cp Gr I | 1.21M (0.44%) | -81.62K Decreased by -6.76% | Sep 30, 23 |