| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | EXI | 1000.00% |
| 2 | IWD | 1000.00% |
| 3 | IWB | 1000.00% |
| 4 | ILCV | 1000.00% |
| 5 | ILCG | 1000.00% |
| 6 | ILCB | 1000.00% |
| 7 | IWV | 1000.00% |
| 8 | IYY | 1000.00% |
| 9 | JKD | 1000.00% |
| 10 | JKE | 1000.00% |
| 11 | JKF | 1000.00% |
| 12 | JKG | 1000.00% |
| 13 | JKI | 1000.00% |
| 14 | IVV | 1000.00% |
| 15 | IVE | 1000.00% |
| 16 | IUSV | 1000.00% |
| 17 | IWS | 1000.00% |
| 18 | ITOT | 1000.00% |
| 19 | IMCV | 1000.00% |
| 20 | IMCG | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 14.10M (11.31%) | -206.75K Decreased by -1.47% | Sep 30, 23 |
| 2 | BlackRock Inc | 7.78M (6.24%) | -29.21K Decreased by -0.38% | Sep 30, 23 |
| 3 | State Street Corporation | 7.34M (5.89%) | -179.30K Decreased by -2.44% | Sep 30, 23 |
| 4 | Capital World Investors | 6.35M (5.09%) | 27.16K Increased by +0.43% | Sep 30, 23 |
| 5 | PRIMECAP Management Company | 6.22M (4.99%) | -129.29K Decreased by -2.08% | Sep 30, 23 |
| 6 | Select Equity Group LP | 4.03M (3.24%) | -359.97K Decreased by -8.92% | Sep 30, 23 |
| 7 | Allspring Global Investments Holdings, LLC | 3.43M (2.75%) | -131.22K Decreased by -3.82% | Sep 30, 23 |
| 8 | Ruane, Cunniff & Goldfarb L.P. | 2.87M (2.30%) | -88.67K Decreased by -3.09% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 2.70M (2.16%) | 34.65K Increased by +1.29% | Sep 30, 23 |
| 10 | Ninety One UK Limited | 1.93M (1.55%) | -57.78K Decreased by -2.99% | Sep 30, 23 |
| 11 | Third Point, LLC | 1.80M (1.44%) | 445.02K Increased by +24.72% | Sep 30, 23 |
| 12 | Amvescap Plc. | 1.71M (1.38%) | 7.55K Increased by +0.44% | Sep 30, 23 |
| 13 | Findlay Park Partners LLP | 1.39M (1.12%) | -207.84K Decreased by -14.94% | Sep 30, 23 |
| 14 | American Century Companies Inc | 1.34M (1.08%) | -376.19K Decreased by -28.05% | Sep 30, 23 |
| 15 | AGF Management Ltd | 1.20M (0.96%) | 499.86K Increased by +41.71% | Sep 30, 23 |
| 16 | Bank of America Corp | 1.12M (0.90%) | 140.42K Increased by +12.58% | Sep 30, 23 |
| 17 | Northern Trust Corp | 1.10M (0.88%) | -3.01K Decreased by -0.27% | Sep 30, 23 |
| 18 | Dimensional Fund Advisors, Inc. | 1.07M (0.86%) | 20.27K Increased by +1.90% | Sep 30, 23 |
| 19 | Morgan Stanley - Brokerage Accounts | 1.05M (0.84%) | 27.43K Increased by +2.62% | Sep 30, 23 |
| 20 | Kovitz Investment Group Partners, LLC | 986.82K (0.79%) | -268.68K Decreased by -27.23% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 3.94M (3.16%) | 4.81K Increased by +0.12% | Nov 30, 23 |
| 2 | American Funds Growth Fund of Amer A | 3.68M (2.96%) | -12.34K Decreased by -0.34% | Sep 30, 23 |
| 3 | Capital Group Growth Fnd of Amer Comp | 3.68M (2.96%) | -12.34K Decreased by -0.34% | Sep 30, 23 |
| 4 | Vanguard Institutional 500 Index Trust | 3.07M (2.46%) | 27.36K Increased by +0.89% | Nov 30, 23 |
| 5 | Allspring Special Mid Cap Value Inst | 2.97M (2.38%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 6 | Allspring Special US Mid Cap Value Eq | 2.97M (2.38%) | -112.30K Decreased by -3.78% | Sep 30, 23 |
| 7 | Vanguard Mid Cap Index Institutional | 2.86M (2.30%) | 3.47K Increased by +0.12% | Nov 30, 23 |
| 8 | Vanguard Capital Opportunity Inv | 2.22M (1.78%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 9 | American Funds IS® Growth 1 | 2.17M (1.74%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 10 | Capital Group Growth Composite | 2.17M (1.74%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 11 | SPDR® S&P 500 ETF Trust | 1.56M (1.25%) | -10.95K Decreased by -0.70% | Dec 31, 23 |
| 12 | Fidelity® 500 Index | 1.47M (1.18%) | 9.34K Increased by +0.64% | Nov 30, 23 |
| 13 | iShares Core S&P 500 ETF | 1.25M (1.01%) | 750.00 Increased by +0.06% | Dec 29, 23 |
| 14 | Findlay Park American I USD Dist | 1.19M (0.96%) | -199.19K Decreased by -16.72% | Oct 31, 23 |
| 15 | Vanguard Value Index Inv | 1.08M (0.86%) | 1.61K Increased by +0.15% | Nov 30, 23 |
| 16 | Vanguard Mid-Cap Value ETF | 1.01M (0.81%) | -4.47K Decreased by -0.44% | Nov 30, 23 |
| 17 | Sequoia | 992.74K (0.80%) | -27.59K Decreased by -2.78% | Sep 30, 23 |
| 18 | Vanguard PRIMECAP Core Inv | 968.35K (0.78%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 19 | PRIMECAP Odyssey Growth | 921.48K (0.74%) | -27.00K Decreased by -2.93% | Sep 30, 23 |
| 20 | PRIMECAP Odyssey Aggressive Growth | 863.68K (0.69%) | -51.62K Decreased by -5.98% | Sep 30, 23 |