| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IYW | 1000.00% |
| 2 | IWB | 1000.00% |
| 3 | IWD | 1000.00% |
| 4 | JKF | 1000.00% |
| 5 | JKE | 1000.00% |
| 6 | JKD | 1000.00% |
| 7 | IWL | 1000.00% |
| 8 | IWV | 1000.00% |
| 9 | IWX | 1000.00% |
| 10 | IYY | 1000.00% |
| 11 | IXN | 1000.00% |
| 12 | ILCB | 1000.00% |
| 13 | IGM | 1000.00% |
| 14 | ILCG | 1000.00% |
| 15 | ILCV | 1000.00% |
| 16 | ITOT | 1000.00% |
| 17 | IUSG | 1000.00% |
| 18 | IUSV | 1000.00% |
| 19 | IVE | 1000.00% |
| 20 | IVV | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 9.78M (9.20%) | 100.62K Increased by +1.03% | Sep 30, 23 |
| 2 | BlackRock Inc | 9.56M (8.99%) | 66.08K Increased by +0.69% | Sep 30, 23 |
| 3 | T. Rowe Price Associates, Inc. | 8.09M (7.61%) | -77.53K Decreased by -0.96% | Sep 30, 23 |
| 4 | State Street Corporation | 4.32M (4.06%) | -52.87K Decreased by -1.23% | Sep 30, 23 |
| 5 | Morgan Stanley - Brokerage Accounts | 3.47M (3.27%) | -10.54K Decreased by -0.30% | Sep 30, 23 |
| 6 | Franklin Resources Inc | 3.29M (3.09%) | -5.45K Decreased by -0.17% | Sep 30, 23 |
| 7 | T. Rowe Price Investment Management,Inc. | 3.01M (2.83%) | -454.11K Decreased by -15.10% | Sep 30, 23 |
| 8 | AllianceBernstein L.P. | 2.74M (2.58%) | -154.79K Decreased by -5.65% | Sep 30, 23 |
| 9 | Principal Financial Group Inc | 2.53M (2.38%) | 42.96K Increased by +1.70% | Sep 30, 23 |
| 10 | Geode Capital Management, LLC | 2.19M (2.06%) | 145.39K Increased by +6.65% | Sep 30, 23 |
| 11 | Durable Capital Partners LP | 1.68M (1.58%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 12 | Akre Capital Management, LLC | 1.57M (1.48%) | -80.87K Decreased by -5.14% | Sep 30, 23 |
| 13 | Nuveen Asset Management, LLC | 1.22M (1.15%) | 71.80K Increased by +5.87% | Sep 30, 23 |
| 14 | Bank of New York Mellon Corp | 1.22M (1.15%) | -15.70K Decreased by -1.29% | Sep 30, 23 |
| 15 | Northern Trust Corp | 1.14M (1.07%) | 54.40K Increased by +4.78% | Sep 30, 23 |
| 16 | FMR Inc | 1.07M (1.01%) | -48.36K Decreased by -4.52% | Sep 30, 23 |
| 17 | Pictet Asset Manangement SA | 1.06M (1.00%) | 1.06M Increased by +100.00% | Sep 30, 23 |
| 18 | Amvescap Plc. | 1.03M (0.97%) | 9.85K Increased by +0.95% | Sep 30, 23 |
| 19 | Atlantic Trust Group, LLC | 1.03M (0.97%) | -1.09M Decreased by -106.24% | Sep 30, 23 |
| 20 | Manufacturers Life Insurance Co | 946.78K (0.89%) | -75.81K Decreased by -8.01% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 3.34M (3.14%) | 3.92K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 2.60M (2.45%) | 23.57K Increased by +0.91% | Nov 30, 23 |
| 3 | Franklin Rising Dividends Fund A | 2.13M (2.01%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 4 | Invesco QQQ Trust | 1.95M (1.84%) | 4.35K Increased by +0.22% | Dec 29, 23 |
| 5 | Akre Focus Instl | 1.52M (1.43%) | -80.86K Decreased by -5.32% | Oct 31, 23 |
| 6 | US Small-Cap Growth II Equity Comp | 1.32M (1.24%) | 1.32M Increased by +100.00% | Jun 30, 23 |
| 7 | T. Rowe Price New Horizons | 1.32M (1.24%) | -455.00 Decreased by -0.03% | Sep 30, 23 |
| 8 | SPDR® S&P 500 ETF Trust | 1.32M (1.24%) | 10.46K Increased by +0.79% | Dec 29, 23 |
| 9 | Fidelity® 500 Index | 1.24M (1.17%) | 7.91K Increased by +0.64% | Nov 30, 23 |
| 10 | T. Rowe Price Capital Appreciation | 1.21M (1.13%) | -242.42K Decreased by -20.10% | Sep 30, 23 |
| 11 | Principal Aligned MidCap Equity | 1.20M (1.13%) | 33.78K Increased by +2.82% | Sep 30, 23 |
| 12 | Principal MidCap R5 | 1.20M (1.13%) | 5.83K Increased by +0.49% | Nov 30, 23 |
| 13 | MS INVF Global Brands A USD | 1.14M (1.07%) | -10.95K Decreased by -0.96% | Sep 30, 23 |
| 14 | Morgan Stanley Glbl Franchise | 1.14M (1.07%) | -10.95K Decreased by -0.96% | Sep 30, 23 |
| 15 | iShares Core S&P 500 ETF | 1.06M (1.00%) | 640.00 Increased by +0.06% | Dec 29, 23 |
| 16 | T. Rowe Price Growth Stock | 992.12K (0.93%) | -69.77K Decreased by -7.03% | Sep 30, 23 |
| 17 | T. Rowe Price US Growth Stock Composite | 992.12K (0.93%) | -69.77K Decreased by -7.03% | Sep 30, 23 |
| 18 | Vanguard Growth Index Investor | 940.01K (0.88%) | 5.11K Increased by +0.54% | Nov 30, 23 |
| 19 | AllianceBernstein US L/C Growth Eqty MF | 827.00K (0.78%) | -19.97K Decreased by -2.41% | Oct 31, 23 |
| 20 | T. Rowe Price Blue Chip Growth | 791.30K (0.74%) | -45.24K Decreased by -5.72% | Sep 30, 23 |