| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IVE | 1000.00% |
| 2 | IHI | 1000.00% |
| 3 | ILCB | 1000.00% |
| 4 | ILCG | 1000.00% |
| 5 | IVV | 1000.00% |
| 6 | IUSV | 1000.00% |
| 7 | IMCB | 1000.00% |
| 8 | IMCG | 1000.00% |
| 9 | JKG | 1000.00% |
| 10 | JKE | 1000.00% |
| 11 | JKD | 1000.00% |
| 12 | IYY | 1000.00% |
| 13 | IYH | 1000.00% |
| 14 | IXJ | 1000.00% |
| 15 | ITOT | 1000.00% |
| 16 | IWV | 1000.00% |
| 17 | IWR | 1000.00% |
| 18 | IWP | 1000.00% |
| 19 | IWF | 1000.00% |
| 20 | IWB | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 8.00M (11.51%) | 18.28K Increased by +0.23% | Sep 30, 23 |
| 2 | Capital Research Global Investors | 7.92M (11.39%) | 2.75M Increased by +34.71% | Sep 30, 23 |
| 3 | FMR Inc | 6.58M (9.46%) | -2.32M Decreased by -35.27% | Sep 30, 23 |
| 4 | BlackRock Inc | 6.00M (8.63%) | -599.57K Decreased by -10.00% | Sep 30, 23 |
| 5 | Wellington Management Company LLP | 3.03M (4.37%) | -2.24M Decreased by -73.85% | Sep 30, 23 |
| 6 | State Street Corporation | 2.83M (4.08%) | -56.74K Decreased by -2.00% | Sep 30, 23 |
| 7 | Capital World Investors | 2.37M (3.41%) | -981.22K Decreased by -41.34% | Sep 30, 23 |
| 8 | D1 Capital Partners L.P. | 1.82M (2.62%) | 1.10M Increased by +60.28% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 1.57M (2.26%) | 31.92K Increased by +2.04% | Sep 30, 23 |
| 10 | ClearBridge Advisors, LLC | 1.43M (2.06%) | -134.03K Decreased by -9.37% | Sep 30, 23 |
| 11 | Citadel Advisors Llc | 1.40M (2.01%) | 1.09M Increased by +78.21% | Sep 30, 23 |
| 12 | Morgan Stanley - Brokerage Accounts | 1.04M (1.50%) | 332.19K Increased by +31.84% | Sep 30, 23 |
| 13 | T. Rowe Price Associates, Inc. | 1.03M (1.49%) | -50.97K Decreased by -4.93% | Sep 30, 23 |
| 14 | Amvescap Plc. | 844.94K (1.22%) | -636.74K Decreased by -75.36% | Sep 30, 23 |
| 15 | Ameriprise Financial Inc | 838.56K (1.21%) | 137.90K Increased by +16.45% | Sep 30, 23 |
| 16 | William Blair Investment Management, LLC | 732.92K (1.05%) | 433.88K Increased by +59.20% | Sep 30, 23 |
| 17 | Bank of America Corp | 703.57K (1.01%) | 48.28K Increased by +6.86% | Sep 30, 23 |
| 18 | PRIMECAP Management Company | 683.20K (0.98%) | -27.41K Decreased by -4.01% | Sep 30, 23 |
| 19 | Northern Trust Corp | 681.73K (0.98%) | 47.94K Increased by +7.03% | Sep 30, 23 |
| 20 | American Century Companies Inc | 678.34K (0.98%) | -280.68K Decreased by -41.38% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | American Funds Growth Fund of Amer A | 2.45M (3.52%) | 1.01M Increased by +41.32% | Sep 30, 23 |
| 2 | Capital Group Growth Fnd of Amer Comp | 2.45M (3.52%) | 1.01M Increased by +41.32% | Sep 30, 23 |
| 3 | Capital Group AMCAP Composite | 2.36M (3.40%) | 297.73K Increased by +12.61% | Sep 30, 23 |
| 4 | VA CollegeAmerica Amcap 529A | 2.36M (3.40%) | 297.73K Increased by +12.61% | Sep 30, 23 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 2.19M (3.15%) | 2.74K Increased by +0.13% | Nov 30, 23 |
| 6 | Vanguard Institutional 500 Index Trust | 1.70M (2.45%) | 16.31K Increased by +0.96% | Nov 30, 23 |
| 7 | Vanguard Mid Cap Index Institutional | 1.59M (2.28%) | 1.07K Increased by +0.07% | Nov 30, 23 |
| 8 | Vanguard Health Care Inv | 1.46M (2.10%) | 47.80K Increased by +3.28% | Sep 30, 23 |
| 9 | American Funds SMALLCAP World A | 1.37M (1.97%) | -456.35K Decreased by -33.32% | Sep 30, 23 |
| 10 | Fidelity® OTC | 1.31M (1.89%) | 226.10K Increased by +17.24% | Nov 30, 23 |
| 11 | American Funds New Perspective A | 1.23M (1.77%) | -439.00K Decreased by -35.63% | Sep 30, 23 |
| 12 | Capital Group New Perspective Comp | 1.23M (1.77%) | -439.00K Decreased by -35.63% | Sep 30, 23 |
| 13 | American Funds Capital World Gr&Inc A | 1.22M (1.76%) | 678.18K Increased by +55.47% | Sep 30, 23 |
| 14 | Capital Group World Growth & Inc Cmp | 1.22M (1.76%) | 678.18K Increased by +55.47% | Sep 30, 23 |
| 15 | SPDR® S&P 500 ETF Trust | 860.98K (1.24%) | -5.99K Decreased by -0.70% | Dec 31, 23 |
| 16 | Fidelity® 500 Index | 813.61K (1.17%) | 5.18K Increased by +0.64% | Nov 30, 23 |
| 17 | American Funds New Economy A | 792.82K (1.14%) | 369.88K Increased by +46.65% | Sep 30, 23 |
| 18 | Capital Group New Economy Comp | 792.82K (1.14%) | 369.88K Increased by +46.65% | Sep 30, 23 |
| 19 | Select Health Care | 720.00K (1.04%) | 40.00K Increased by +5.56% | Oct 31, 23 |
| 20 | iShares Core S&P 500 ETF | 695.76K (1.00%) | 420.00 Increased by +0.06% | Dec 29, 23 |