| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKE | 1000.00% |
| 2 | IVV | 1000.00% |
| 3 | JKG | 1000.00% |
| 4 | IVE | 1000.00% |
| 5 | IUSV | 1000.00% |
| 6 | IUSG | 1000.00% |
| 7 | ITOT | 1000.00% |
| 8 | IWB | 1000.00% |
| 9 | IMCG | 1000.00% |
| 10 | IMCB | 1000.00% |
| 11 | ILCG | 1000.00% |
| 12 | ILCB | 1000.00% |
| 13 | IWD | 1000.00% |
| 14 | IWR | 1000.00% |
| 15 | IWS | 1000.00% |
| 16 | IWV | 1000.00% |
| 17 | IVW | 1000.00% |
| 18 | EXI | 1000.00% |
| 19 | IYY | 1000.00% |
| 20 | JKD | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 45.21M (11.20%) | -311.63K Decreased by -0.69% | Sep 30, 23 |
| 2 | T. Rowe Price Investment Management,Inc. | 37.75M (9.35%) | -3.12M Decreased by -8.26% | Sep 30, 23 |
| 3 | BlackRock Inc | 33.20M (8.22%) | 1.23M Increased by +3.72% | Sep 30, 23 |
| 4 | T. Rowe Price Associates, Inc. | 26.82M (6.64%) | -379.48K Decreased by -1.41% | Sep 30, 23 |
| 5 | FMR Inc | 19.19M (4.75%) | 627.15K Increased by +3.27% | Sep 30, 23 |
| 6 | State Street Corporation | 15.00M (3.71%) | -236.75K Decreased by -1.58% | Sep 30, 23 |
| 7 | Artisan Partners Limited Partnership | 12.24M (3.03%) | -2.61M Decreased by -21.36% | Sep 30, 23 |
| 8 | JPMorgan Chase & Co | 11.55M (2.86%) | 213.44K Increased by +1.85% | Sep 30, 23 |
| 9 | Massachusetts Financial Services Company | 9.70M (2.40%) | 13.66K Increased by +0.14% | Sep 30, 23 |
| 10 | Capital Research & Mgmt Co - Division 3 | 9.04M (2.24%) | 9.04M Increased by +100.00% | Sep 30, 23 |
| 11 | Putnam Investments LLC | 8.75M (2.17%) | -46.80K Decreased by -0.54% | Sep 30, 23 |
| 12 | Geode Capital Management, LLC | 8.73M (2.16%) | 174.12K Increased by +1.99% | Sep 30, 23 |
| 13 | HHG PLC | 8.64M (2.14%) | -1.19M Decreased by -13.74% | Sep 30, 23 |
| 14 | Capital Research Global Investors | 6.69M (1.66%) | 6.69M Increased by +100.00% | Sep 30, 23 |
| 15 | UBS Asset Mgmt Americas Inc | 6.27M (1.55%) | -1.39M Decreased by -22.14% | Sep 30, 23 |
| 16 | Fisher Asset Management, LLC | 6.20M (1.54%) | 261.15K Increased by +4.21% | Sep 30, 23 |
| 17 | Bank of New York Mellon Corp | 5.26M (1.30%) | -59.40K Decreased by -1.13% | Sep 30, 23 |
| 18 | Morgan Stanley - Brokerage Accounts | 4.98M (1.23%) | -77.89K Decreased by -1.56% | Sep 30, 23 |
| 19 | Wellington Management Company LLP | 4.65M (1.15%) | -621.75K Decreased by -13.37% | Sep 30, 23 |
| 20 | Northern Trust Corp | 4.01M (0.99%) | 95.56K Increased by +2.39% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 12.66M (3.14%) | 15.22K Increased by +0.12% | Nov 30, 23 |
| 2 | US Small-Cap Growth II Equity Comp | 10.32M (2.56%) | 10.32M Increased by +100.00% | Jun 30, 23 |
| 3 | T. Rowe Price New Horizons | 10.32M (2.56%) | -3.55K Decreased by -0.03% | Sep 30, 23 |
| 4 | T. Rowe Price Capital Appreciation | 10.25M (2.54%) | -654.70K Decreased by -6.39% | Sep 30, 23 |
| 5 | Vanguard Institutional 500 Index Trust | 9.85M (2.44%) | 91.91K Increased by +0.93% | Nov 30, 23 |
| 6 | UBS: Global Equity | 9.38M (2.32%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 7 | Vanguard Mid Cap Index Institutional | 9.19M (2.28%) | 10.94K Increased by +0.12% | Nov 30, 23 |
| 8 | T. Rowe Price Mid-Cap Growth | 8.50M (2.10%) | -1.00M Decreased by -11.76% | Sep 30, 23 |
| 9 | T. Rowe Price US Mid-Cap Growth Equity | 8.50M (2.10%) | -1.00M Decreased by -11.76% | Sep 30, 23 |
| 10 | SPDR® S&P 500 ETF Trust | 5.03M (1.24%) | 39.84K Increased by +0.79% | Dec 29, 23 |
| 11 | Janus Henderson Enterprise D | 5.01M (1.24%) | -839.56K Decreased by -16.75% | Sep 30, 23 |
| 12 | Janus Inst Mid Cap Growth CF | 5.01M (1.24%) | -839.56K Decreased by -16.75% | Sep 30, 23 |
| 13 | Fidelity® 500 Index | 4.71M (1.17%) | 29.99K Increased by +0.64% | Nov 30, 23 |
| 14 | Capital Group AMCAP Composite | 4.08M (1.01%) | 4.08M Increased by +100.00% | Sep 30, 23 |
| 15 | VA CollegeAmerica Amcap 529A | 4.08M (1.01%) | 4.08M Increased by +100.00% | Sep 30, 23 |
| 16 | iShares Core S&P 500 ETF | 4.03M (1.00%) | 2.41K Increased by +0.06% | Dec 29, 23 |
| 17 | Putnam Large Cap Value A | 3.94M (0.98%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 18 | Putnam US Large Cap Value Equity | 3.94M (0.98%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 19 | Vanguard Value Index Inv | 3.47M (0.86%) | 16.27K Increased by +0.47% | Nov 30, 23 |
| 20 | T. Rowe Price Lrg Cp Gr I | 3.36M (0.83%) | -143.03K Decreased by -4.25% | Sep 30, 23 |