| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IYY | 1000.00% |
| 2 | ILCB | 1000.00% |
| 3 | ILCG | 1000.00% |
| 4 | ILCV | 1000.00% |
| 5 | IMCB | 1000.00% |
| 6 | IMCG | 1000.00% |
| 7 | IMCV | 1000.00% |
| 8 | ITOT | 1000.00% |
| 9 | IUSV | 1000.00% |
| 10 | IVE | 1000.00% |
| 11 | IVV | 1000.00% |
| 12 | IWB | 1000.00% |
| 13 | IWD | 1000.00% |
| 14 | IWL | 1000.00% |
| 15 | IWV | 1000.00% |
| 16 | HDV | 1000.00% |
| 17 | COMT | 1000.00% |
| 18 | KXI | 1000.00% |
| 19 | IWX | 1000.00% |
| 20 | IYK | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Capital World Investors | 94.29M (9.89%) | 13.68M Increased by +14.50% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 82.20M (8.62%) | 5.49M Increased by +6.68% | Sep 30, 23 |
| 3 | BlackRock Inc | 76.18M (7.99%) | 5.34M Increased by +7.01% | Sep 30, 23 |
| 4 | FMR Inc | 60.68M (6.37%) | 6.93M Increased by +11.41% | Sep 30, 23 |
| 5 | Capital Research & Mgmt Co - Division 3 | 55.33M (5.81%) | 3.73M Increased by +6.73% | Sep 30, 23 |
| 6 | Wellington Management Company LLP | 42.46M (4.46%) | 953.64K Increased by +2.25% | Sep 30, 23 |
| 7 | State Street Corporation | 41.86M (4.39%) | 4.50M Increased by +10.74% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 19.65M (2.06%) | 3.05M Increased by +15.52% | Sep 30, 23 |
| 9 | Neuberger Berman Group LLC | 16.12M (1.69%) | 2.24M Increased by +13.92% | Sep 30, 23 |
| 10 | T. Rowe Price Investment Management,Inc. | 15.99M (1.68%) | 404.45K Increased by +2.53% | Sep 30, 23 |
| 11 | JPMorgan Chase & Co | 15.42M (1.62%) | 608.40K Increased by +3.94% | Sep 30, 23 |
| 12 | Amvescap Plc. | 14.77M (1.55%) | 151.37K Increased by +1.02% | Sep 30, 23 |
| 13 | Boston Partners Global Investors, Inc | 14.14M (1.48%) | -1.58M Decreased by -11.15% | Sep 30, 23 |
| 14 | Allspring Global Investments Holdings, LLC | 13.69M (1.44%) | 1.36M Increased by +9.91% | Sep 30, 23 |
| 15 | T. Rowe Price Associates, Inc. | 12.76M (1.34%) | 967.57K Increased by +7.58% | Sep 30, 23 |
| 16 | Bank of America Corp | 12.55M (1.32%) | 3.23M Increased by +25.69% | Sep 30, 23 |
| 17 | Northern Trust Corp | 12.17M (1.28%) | 1.44M Increased by +11.84% | Sep 30, 23 |
| 18 | Putnam Investments LLC | 8.82M (0.93%) | -166.28K Decreased by -1.89% | Sep 30, 23 |
| 19 | Morgan Stanley - Brokerage Accounts | 7.99M (0.84%) | 1.04M Increased by +13.06% | Sep 30, 23 |
| 20 | Bank of New York Mellon Corp | 7.39M (0.78%) | 730.58K Increased by +9.89% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | American Funds Washington Mutual A | 41.80M (4.39%) | 5.78M Increased by +13.83% | Sep 30, 23 |
| 2 | Capital Group Wash Mutual Invtrs Comp | 41.80M (4.39%) | 5.78M Increased by +13.83% | Sep 30, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 30.66M (3.22%) | 37.99K Increased by +0.12% | Nov 30, 23 |
| 4 | Invesco QQQ Trust | 25.57M (2.68%) | 56.90K Increased by +0.22% | Dec 29, 23 |
| 5 | Vanguard Institutional 500 Index Trust | 24.51M (2.57%) | 222.94K Increased by +0.91% | Nov 30, 23 |
| 6 | American Funds American Balanced A | 22.37M (2.35%) | 4.46M Increased by +19.92% | Sep 30, 23 |
| 7 | American Funds Fundamental Invs A | 19.25M (2.02%) | -11.86K Decreased by -0.06% | Sep 30, 23 |
| 8 | Capital Group Fundamental Invtrs Comp | 19.25M (2.02%) | -11.86K Decreased by -0.06% | Sep 30, 23 |
| 9 | Vanguard Equity-Income Inv | 17.06M (1.79%) | 2.63M Increased by +15.44% | Sep 30, 23 |
| 10 | American Funds American Mutual A | 15.85M (1.66%) | 967.87K Increased by +6.10% | Sep 30, 23 |
| 11 | Capital Group American Mutual Comp | 15.85M (1.66%) | 967.87K Increased by +6.10% | Sep 30, 23 |
| 12 | American Funds Invmt Co of Amer A | 13.35M (1.40%) | 746.01K Increased by +5.59% | Sep 30, 23 |
| 13 | Capital Group Investment Co of Amer Comp | 13.35M (1.40%) | 746.01K Increased by +5.59% | Sep 30, 23 |
| 14 | SPDR® S&P 500 ETF Trust | 12.42M (1.30%) | -87.16K Decreased by -0.70% | Dec 31, 23 |
| 15 | Fidelity® 500 Index | 11.72M (1.23%) | 74.60K Increased by +0.64% | Nov 30, 23 |
| 16 | Allspring Special Mid Cap Value Inst | 11.26M (1.18%) | 60.00K Increased by +0.53% | Dec 31, 23 |
| 17 | T. Rowe Price Capital Appreciation | 10.31M (1.08%) | 331.78K Increased by +3.22% | Sep 30, 23 |
| 18 | Vanguard Wellesley® Income Inv | 10.04M (1.05%) | 2.35M Increased by +23.39% | Sep 30, 23 |
| 19 | iShares Core S&P 500 ETF | 10.03M (1.05%) | 5.99K Increased by +0.06% | Dec 29, 23 |
| 20 | Allspring Special US Mid Cap Value Eq | 10.00M (1.05%) | 325.20K Increased by +3.25% | Sep 30, 23 |