| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IUSG | 1000.00% |
| 2 | IBB | 1000.00% |
| 3 | IDNA | 1000.00% |
| 4 | ILCB | 1000.00% |
| 5 | ILCV | 1000.00% |
| 6 | ITOT | 1000.00% |
| 7 | JKD | 1000.00% |
| 8 | IUSV | 1000.00% |
| 9 | IVE | 1000.00% |
| 10 | IVV | 1000.00% |
| 11 | IVW | 1000.00% |
| 12 | IWB | 1000.00% |
| 13 | IWD | 1000.00% |
| 14 | IWF | 1000.00% |
| 15 | IWL | 1000.00% |
| 16 | IWV | 1000.00% |
| 17 | IWX | 1000.00% |
| 18 | IWY | 1000.00% |
| 19 | IXJ | 1000.00% |
| 20 | IYH | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | FMR Inc | 9.84M (9.67%) | 669.52K Increased by +6.80% | Sep 30, 23 |
| 2 | BlackRock Inc | 8.88M (8.72%) | -210.67K Decreased by -2.37% | Sep 30, 23 |
| 3 | Vanguard Group Inc | 8.80M (8.65%) | -58.53K Decreased by -0.67% | Sep 30, 23 |
| 4 | JPMorgan Chase & Co | 7.39M (7.26%) | 845.17K Increased by +11.44% | Sep 30, 23 |
| 5 | Capital World Investors | 5.11M (5.02%) | -443.04K Decreased by -8.67% | Sep 30, 23 |
| 6 | State Street Corporation | 4.83M (4.75%) | -161.76K Decreased by -3.35% | Sep 30, 23 |
| 7 | Capital Research & Mgmt Co - Division 3 | 2.97M (2.92%) | 17.72K Increased by +0.60% | Sep 30, 23 |
| 8 | Dodge & Cox | 2.37M (2.33%) | -21.36K Decreased by -0.90% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 2.32M (2.28%) | 38.86K Increased by +1.67% | Sep 30, 23 |
| 10 | T. Rowe Price Associates, Inc. | 2.22M (2.18%) | -34.60K Decreased by -1.56% | Sep 30, 23 |
| 11 | Wellington Management Company LLP | 1.51M (1.48%) | -162.05K Decreased by -10.75% | Sep 30, 23 |
| 12 | Loomis, Sayles & Company LP | 1.23M (1.21%) | -44.60K Decreased by -3.62% | Sep 30, 23 |
| 13 | Putnam Investments LLC | 1.19M (1.17%) | 17.09K Increased by +1.44% | Sep 30, 23 |
| 14 | Northern Trust Corp | 1.07M (1.05%) | 34.33K Increased by +3.22% | Sep 30, 23 |
| 15 | Morgan Stanley - Brokerage Accounts | 970.96K (0.95%) | 25.79K Increased by +2.66% | Sep 30, 23 |
| 16 | Bank of New York Mellon Corp | 967.41K (0.95%) | 2.67K Increased by +0.28% | Sep 30, 23 |
| 17 | American Century Companies Inc | 916.72K (0.90%) | 30.05K Increased by +3.28% | Sep 30, 23 |
| 18 | Bank of America Corp | 836.86K (0.82%) | -1.69K Decreased by -0.20% | Sep 30, 23 |
| 19 | Legal & General Group PLC | 820.21K (0.81%) | -26.92K Decreased by -3.28% | Sep 30, 23 |
| 20 | Amvescap Plc. | 743.35K (0.73%) | -165.71K Decreased by -22.29% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | American Funds Growth Fund of Amer A | 3.25M (3.19%) | -10.89K Decreased by -0.34% | Sep 30, 23 |
| 2 | Capital Group Growth Fnd of Amer Comp | 3.25M (3.19%) | -10.89K Decreased by -0.34% | Sep 30, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 3.18M (3.12%) | 3.85K Increased by +0.12% | Nov 30, 23 |
| 4 | Fidelity® Contrafund® | 2.65M (2.61%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 5 | Vanguard Institutional 500 Index Trust | 2.60M (2.56%) | 24.07K Increased by +0.93% | Nov 30, 23 |
| 6 | Invesco QQQ Trust | 1.96M (1.93%) | 4.35K Increased by +0.22% | Dec 29, 23 |
| 7 | JPM US Large Cap Growth-MA | 1.81M (1.78%) | 1.68M Increased by +92.52% | Sep 30, 23 |
| 8 | JPMorgan Large Cap Growth I | 1.64M (1.61%) | -170.44K Decreased by -10.38% | Nov 30, 23 |
| 9 | Dodge & Cox Stock I | 1.56M (1.53%) | 1.55M Increased by +99.51% | Sep 30, 23 |
| 10 | SPDR® S&P 500 ETF Trust | 1.32M (1.29%) | -9.34K Decreased by -0.71% | Dec 31, 23 |
| 11 | Fidelity® 500 Index | 1.24M (1.22%) | 7.92K Increased by +0.64% | Nov 30, 23 |
| 12 | Fidelity Contrafund Commingled Pl O | 1.09M (1.07%) | 2.54K Increased by +0.23% | Nov 30, 23 |
| 13 | iShares Core S&P 500 ETF | 1.07M (1.05%) | 640.00 Increased by +0.06% | Dec 29, 23 |
| 14 | Vanguard Health Care Inv | 1.05M (1.03%) | -167.15K Decreased by -15.89% | Sep 30, 23 |
| 15 | American Funds IS® Growth 1 | 1.04M (1.03%) | -25.00K Decreased by -2.40% | Sep 30, 23 |
| 16 | Capital Group Growth Composite | 1.04M (1.03%) | -25.00K Decreased by -2.40% | Sep 30, 23 |
| 17 | American Funds New Perspective A | 879.57K (0.86%) | -200.00K Decreased by -22.74% | Sep 30, 23 |
| 18 | Capital Group New Perspective Comp | 879.57K (0.86%) | -200.00K Decreased by -22.74% | Sep 30, 23 |
| 19 | Health Care Select Sector SPDR® ETF | 796.39K (0.78%) | -580.00 Decreased by -0.07% | Dec 31, 23 |
| 20 | T. Rowe Price Health Sciences | 774.13K (0.76%) | 33.98K Increased by +4.39% | Sep 30, 23 |