| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IYY | 1000.00% |
| 2 | IYC | 1000.00% |
| 3 | IWY | 1000.00% |
| 4 | IWX | 1000.00% |
| 5 | IWV | 1000.00% |
| 6 | IWL | 1000.00% |
| 7 | IUSV | 1000.00% |
| 8 | IUSG | 1000.00% |
| 9 | ITOT | 1000.00% |
| 10 | ILCV | 1000.00% |
| 11 | ILCG | 1000.00% |
| 12 | ILCB | 1000.00% |
| 13 | JKD | 1000.00% |
| 14 | JKE | 1000.00% |
| 15 | JKF | 1000.00% |
| 16 | GLOF | 1000.00% |
| 17 | IWF | 1000.00% |
| 18 | IWD | 1000.00% |
| 19 | IWB | 1000.00% |
| 20 | IVW | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 5.03M (8.59%) | -46.77K Decreased by -0.93% | Sep 30, 23 |
| 2 | BlackRock Inc | 4.27M (7.29%) | 49.14K Increased by +1.15% | Sep 30, 23 |
| 3 | State Street Corporation | 2.47M (4.22%) | -43.97K Decreased by -1.78% | Sep 30, 23 |
| 4 | FMR Inc | 1.82M (3.11%) | -69.39K Decreased by -3.81% | Sep 30, 23 |
| 5 | Principal Financial Group Inc | 1.74M (2.97%) | -24.53K Decreased by -1.41% | Sep 30, 23 |
| 6 | Geode Capital Management, LLC | 1.38M (2.36%) | 55.36K Increased by +4.01% | Sep 30, 23 |
| 7 | Bank of America Corp | 1.33M (2.27%) | 17.48K Increased by +1.32% | Sep 30, 23 |
| 8 | Morgan Stanley - Brokerage Accounts | 1.18M (2.01%) | -39.90K Decreased by -3.39% | Sep 30, 23 |
| 9 | Bank of New York Mellon Corp | 1.07M (1.82%) | -15.36K Decreased by -1.44% | Sep 30, 23 |
| 10 | Akre Capital Management, LLC | 1.06M (1.80%) | -58.28K Decreased by -5.52% | Sep 30, 23 |
| 11 | Amvescap Plc. | 888.11K (1.52%) | 31.49K Increased by +3.55% | Sep 30, 23 |
| 12 | Jennison Associates LLC | 880.86K (1.50%) | 65.53K Increased by +7.44% | Sep 30, 23 |
| 13 | Massachusetts Financial Services Company | 833.48K (1.42%) | -115.10K Decreased by -13.81% | Sep 30, 23 |
| 14 | Amundi | 743.63K (1.27%) | -112.16K Decreased by -15.08% | Sep 30, 23 |
| 15 | Goldman Sachs Group Inc | 717.90K (1.23%) | 131.98K Increased by +18.38% | Sep 30, 23 |
| 16 | JPMorgan Chase & Co | 702.63K (1.20%) | -3.18K Decreased by -0.45% | Sep 30, 23 |
| 17 | Northern Trust Corp | 683.55K (1.17%) | 23.02K Increased by +3.37% | Sep 30, 23 |
| 18 | Putnam Investments LLC | 679.99K (1.16%) | 23.95K Increased by +3.52% | Sep 30, 23 |
| 19 | T. Rowe Price Associates, Inc. | 563.30K (0.96%) | -49.70K Decreased by -8.82% | Sep 30, 23 |
| 20 | Arrowstreet Capital Limited Partnership | 476.30K (0.81%) | -162.61K Decreased by -34.14% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 1.89M (3.22%) | 2.29K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 1.47M (2.51%) | 13.38K Increased by +0.91% | Nov 30, 23 |
| 3 | Invesco QQQ Trust | 1.08M (1.85%) | 2.40K Increased by +0.22% | Dec 29, 23 |
| 4 | Principal Aligned MidCap Equity | 986.80K (1.69%) | -10.54K Decreased by -1.07% | Sep 30, 23 |
| 5 | Principal MidCap R5 | 977.90K (1.67%) | -629.00 Decreased by -0.06% | Nov 30, 23 |
| 6 | Akre Focus Instl | 747.68K (1.28%) | -83.90K Decreased by -11.22% | Oct 31, 23 |
| 7 | SPDR® S&P 500 ETF Trust | 729.13K (1.25%) | -5.11K Decreased by -0.70% | Dec 31, 23 |
| 8 | Fidelity® 500 Index | 703.85K (1.20%) | 4.48K Increased by +0.64% | Nov 30, 23 |
| 9 | SEB Pension D | 600.85K (1.03%) | 600.00K Increased by +99.86% | Nov 30, 23 |
| 10 | iShares Core S&P 500 ETF | 589.17K (1.01%) | 350.00 Increased by +0.06% | Dec 29, 23 |
| 11 | Vanguard Growth Index Investor | 530.83K (0.91%) | 2.90K Increased by +0.55% | Nov 30, 23 |
| 12 | Vanguard Institutional Index I | 402.41K (0.69%) | -1.05K Decreased by -0.26% | Nov 30, 23 |
| 13 | Fidelity® Magellan® | 366.80K (0.63%) | -200.00 Decreased by -0.05% | Nov 30, 23 |
| 14 | Fidelity® Contrafund® | 345.44K (0.59%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | Consumer Discret Sel Sect SPDR® ETF | 338.50K (0.58%) | 29.90K Increased by +8.83% | Dec 31, 23 |
| 16 | Putnam Large Cap Value A | 327.25K (0.56%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 17 | Putnam US Large Cap Value Equity | 327.25K (0.56%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 18 | MFS Growth Equity | 313.18K (0.53%) | -1.71K Decreased by -0.54% | Sep 30, 23 |
| 19 | MFS Growth B | 309.14K (0.53%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | State St S&P 500® Indx SL Cl III | 282.67K (0.48%) | -6.00K Decreased by -2.12% | Dec 31, 23 |