| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ITOT | 1000.00% |
| 2 | JKK | 1000.00% |
| 3 | JKJ | 1000.00% |
| 4 | IYY | 1000.00% |
| 5 | IYC | 1000.00% |
| 6 | IWV | 1000.00% |
| 7 | IWR | 1000.00% |
| 8 | IWP | 1000.00% |
| 9 | IWF | 1000.00% |
| 10 | IWB | 1000.00% |
| 11 | IVW | 1000.00% |
| 12 | IVV | 1000.00% |
| 13 | ISCB | 1000.00% |
| 14 | ISCG | 1000.00% |
| 15 | IUSG | 1000.00% |
| 16 | FMDG | 4.33% |
| 17 | AIEQ | 4.33% |
| 18 | SAEF | 3.85% |
| 19 | CRUZ | 2.24% |
| 20 | RCD | 1.70% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 49.70M (11.77%) | 1.03M Increased by +2.07% | Sep 30, 23 |
| 2 | Capital Research & Mgmt Co - Division 3 | 35.90M (8.50%) | 121.64K Increased by +0.34% | Sep 30, 23 |
| 3 | Capital Research Global Investors | 30.37M (7.19%) | 30.37M Increased by +100.00% | Sep 30, 23 |
| 4 | BlackRock Inc | 24.30M (5.75%) | 155.41K Increased by +0.64% | Sep 30, 23 |
| 5 | State Street Corporation | 14.01M (3.32%) | -75.14K Decreased by -0.54% | Sep 30, 23 |
| 6 | Geode Capital Management, LLC | 9.34M (2.21%) | 184.46K Increased by +1.98% | Sep 30, 23 |
| 7 | Amvescap Plc. | 8.20M (1.94%) | 1.50M Increased by +18.29% | Sep 30, 23 |
| 8 | T. Rowe Price Associates, Inc. | 7.74M (1.83%) | 7.17M Increased by +92.60% | Sep 30, 23 |
| 9 | Ariel Investments, LLC | 6.06M (1.43%) | -563.58K Decreased by -9.30% | Sep 30, 23 |
| 10 | Morgan Stanley - Brokerage Accounts | 5.60M (1.33%) | -462.59K Decreased by -8.26% | Sep 30, 23 |
| 11 | BNP Paribas Arbitrage, SA | 4.04M (0.96%) | 3.14M Increased by +77.63% | Sep 30, 23 |
| 12 | Charles Schwab Investment Management Inc | 3.96M (0.94%) | -281.15K Decreased by -7.09% | Sep 30, 23 |
| 13 | Two Sigma Advisers, LLC | 3.79M (0.90%) | -1.58M Decreased by -41.62% | Sep 30, 23 |
| 14 | Northern Trust Corp | 3.43M (0.81%) | 100.68K Increased by +2.94% | Sep 30, 23 |
| 15 | Bank of New York Mellon Corp | 2.69M (0.64%) | 126.15K Increased by +4.69% | Sep 30, 23 |
| 16 | Goldman Sachs Group Inc | 2.65M (0.63%) | 517.52K Increased by +19.52% | Sep 30, 23 |
| 17 | Patient Capital Management, LLC | 2.53M (0.60%) | -564.00K Decreased by -22.25% | Sep 30, 23 |
| 18 | PRIMECAP Management Company | 2.30M (0.54%) | -28.90K Decreased by -1.26% | Sep 30, 23 |
| 19 | BMO Capital Markets Corp. | 1.97M (0.47%) | 420.81K Increased by +21.40% | Sep 30, 23 |
| 20 | Bank of Montreal | 1.97M (0.47%) | 420.81K Increased by +21.40% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | American Funds Growth Fund of Amer A | 33.87M (8.02%) | 16.03M Increased by +47.31% | Sep 30, 23 |
| 2 | Capital Group Growth Fnd of Amer Comp | 33.87M (8.02%) | 16.03M Increased by +47.31% | Sep 30, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 13.32M (3.15%) | 17.09K Increased by +0.13% | Nov 30, 23 |
| 4 | Vanguard Small Cap Index | 11.02M (2.61%) | 49.45K Increased by +0.45% | Nov 30, 23 |
| 5 | Vanguard Institutional 500 Index Trust | 10.38M (2.46%) | 114.35K Increased by +1.10% | Nov 30, 23 |
| 6 | American Funds Invmt Co of Amer A | 8.89M (2.10%) | 8.89M Increased by +100.00% | Sep 30, 23 |
| 7 | Capital Group Investment Co of Amer Comp | 8.89M (2.10%) | 8.89M Increased by +100.00% | Sep 30, 23 |
| 8 | Vanguard Small Cap Value Index Inv | 7.65M (1.81%) | 16.83K Increased by +0.22% | Nov 30, 23 |
| 9 | American Funds Fundamental Invs A | 6.90M (1.63%) | -4.25K Decreased by -0.06% | Sep 30, 23 |
| 10 | Capital Group Fundamental Invtrs Comp | 6.90M (1.63%) | -4.25K Decreased by -0.06% | Sep 30, 23 |
| 11 | American Funds SMALLCAP World A | 5.88M (1.39%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 12 | American Funds IS® Growth 1 | 5.59M (1.32%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 13 | Capital Group Growth Composite | 5.59M (1.32%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 14 | SPDR® S&P 500 ETF Trust | 5.12M (1.21%) | -36.79K Decreased by -0.72% | Dec 31, 23 |
| 15 | Invesco S&P 500® Equal Weight ETF | 5.07M (1.20%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 16 | Fidelity® 500 Index | 4.96M (1.17%) | 31.55K Increased by +0.64% | Nov 30, 23 |
| 17 | iShares Core S&P 500 ETF | 4.24M (1.00%) | 2.53K Increased by +0.06% | Dec 29, 23 |
| 18 | Capital Group AMCAP Composite | 3.32M (0.79%) | 3.32M Increased by +100.00% | Sep 30, 23 |
| 19 | VA CollegeAmerica Amcap 529A | 3.32M (0.79%) | 3.32M Increased by +100.00% | Sep 30, 23 |
| 20 | Vanguard Institutional Index I | 2.84M (0.67%) | -9.54K Decreased by -0.34% | Nov 30, 23 |