| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ILCB | 1000.00% |
| 2 | JKG | 1000.00% |
| 3 | JKE | 1000.00% |
| 4 | JKD | 1000.00% |
| 5 | IYY | 1000.00% |
| 6 | IYG | 1000.00% |
| 7 | IYF | 1000.00% |
| 8 | IXG | 1000.00% |
| 9 | IWV | 1000.00% |
| 10 | IWS | 1000.00% |
| 11 | IWR | 1000.00% |
| 12 | IWP | 1000.00% |
| 13 | IWF | 1000.00% |
| 14 | IWD | 1000.00% |
| 15 | IWB | 1000.00% |
| 16 | IVW | 1000.00% |
| 17 | IVV | 1000.00% |
| 18 | IVE | 1000.00% |
| 19 | IUSV | 1000.00% |
| 20 | IUSG | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 8.60M (11.23%) | -114.03K Decreased by -1.33% | Sep 30, 23 |
| 2 | BlackRock Inc | 6.77M (8.84%) | 194.28K Increased by +2.87% | Sep 30, 23 |
| 3 | State Street Corporation | 3.15M (4.12%) | -76.35K Decreased by -2.42% | Sep 30, 23 |
| 4 | Massachusetts Financial Services Company | 2.48M (3.23%) | -178.22K Decreased by -7.19% | Sep 30, 23 |
| 5 | AllianceBernstein L.P. | 2.36M (3.09%) | -183.38K Decreased by -7.76% | Sep 30, 23 |
| 6 | BAMCO Inc | 2.26M (2.95%) | 15.18K Increased by +0.67% | Sep 30, 23 |
| 7 | Capital Research Global Investors | 2.18M (2.85%) | 138.71K Increased by +6.36% | Sep 30, 23 |
| 8 | FMR Inc | 1.89M (2.47%) | 30.53K Increased by +1.61% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 1.69M (2.21%) | 10.58K Increased by +0.62% | Sep 30, 23 |
| 10 | Capital Research & Mgmt Co - Division 3 | 1.57M (2.06%) | 3.77K Increased by +0.24% | Sep 30, 23 |
| 11 | Wellington Management Company LLP | 1.46M (1.91%) | 179.51K Increased by +12.29% | Sep 30, 23 |
| 12 | Fiera Capital Corporation | 1.43M (1.87%) | -139.75K Decreased by -9.77% | Sep 30, 23 |
| 13 | Sustainable Growth Advisers, LP | 1.33M (1.74%) | -59.58K Decreased by -4.48% | Sep 30, 23 |
| 14 | Edgewood Management LLC | 1.23M (1.61%) | 1.23M Increased by +100.00% | Sep 30, 23 |
| 15 | Brown Advisory Holdings Inc | 994.53K (1.30%) | -26.36K Decreased by -2.65% | Sep 30, 23 |
| 16 | American Century Companies Inc | 959.89K (1.25%) | 235.29K Increased by +24.51% | Sep 30, 23 |
| 17 | JPMorgan Chase & Co | 793.23K (1.04%) | -4.79K Decreased by -0.60% | Sep 30, 23 |
| 18 | Morgan Stanley - Brokerage Accounts | 767.30K (1.00%) | 7.18K Increased by +0.94% | Sep 30, 23 |
| 19 | Principal Financial Group Inc | 762.08K (1.00%) | 284.51K Increased by +37.33% | Sep 30, 23 |
| 20 | Bank of America Corp | 755.37K (0.99%) | 21.94K Increased by +2.90% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 2.35M (3.07%) | 2.81K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 1.93M (2.52%) | 17.46K Increased by +0.91% | Nov 30, 23 |
| 3 | American Funds Growth Fund of Amer A | 1.82M (2.37%) | -6.28K Decreased by -0.35% | Sep 30, 23 |
| 4 | Capital Group Growth Fnd of Amer Comp | 1.82M (2.37%) | -6.28K Decreased by -0.35% | Sep 30, 23 |
| 5 | Vanguard Mid Cap Index Institutional | 1.71M (2.23%) | 1.60K Increased by +0.09% | Nov 30, 23 |
| 6 | Baron Growth Retail | 1.51M (1.97%) | -5.00K Decreased by -0.33% | Dec 31, 23 |
| 7 | Baron Small Cap Growth Strategy | 1.51M (1.97%) | -5.00K Decreased by -0.33% | Dec 31, 23 |
| 8 | Capital Group AMCAP Composite | 1.27M (1.66%) | 135.13K Increased by +10.63% | Sep 30, 23 |
| 9 | VA CollegeAmerica Amcap 529A | 1.27M (1.66%) | 135.13K Increased by +10.63% | Sep 30, 23 |
| 10 | MFS Growth Equity | 1.17M (1.53%) | -41.10K Decreased by -3.51% | Sep 30, 23 |
| 11 | MFS Growth B | 1.12M (1.46%) | -37.25K Decreased by -3.34% | Nov 30, 23 |
| 12 | SPDR® S&P 500 ETF Trust | 976.84K (1.28%) | -6.86K Decreased by -0.70% | Dec 31, 23 |
| 13 | Fidelity® 500 Index | 921.61K (1.20%) | 5.87K Increased by +0.64% | Nov 30, 23 |
| 14 | iShares Core S&P 500 ETF | 787.75K (1.03%) | 470.00 Increased by +0.06% | Dec 29, 23 |
| 15 | BlackRock Mid-Cap Growth Equity Instl | 662.86K (0.87%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 16 | Vanguard Growth Index Investor | 661.87K (0.86%) | 3.64K Increased by +0.55% | Nov 30, 23 |
| 17 | Edgewood Growth Instl | 642.13K (0.84%) | 642.13K Increased by +100.00% | Sep 30, 23 |
| 18 | MFS Mid Cap Growth A | 605.77K (0.79%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | MFS Mid Cap Growth Equity | 605.77K (0.79%) | -84.53K Decreased by -13.95% | Sep 30, 23 |
| 20 | Principal MidCap R5 | 541.45K (0.71%) | 46.52K Increased by +8.59% | Nov 30, 23 |