| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWV | 1000.00% |
| 2 | JKE | 1000.00% |
| 3 | IWF | 1000.00% |
| 4 | IWP | 1000.00% |
| 5 | JKD | 1000.00% |
| 6 | IYY | 1000.00% |
| 7 | IYC | 1000.00% |
| 8 | IWR | 1000.00% |
| 9 | IWS | 1000.00% |
| 10 | ILCB | 1000.00% |
| 11 | ILCG | 1000.00% |
| 12 | IMCB | 1000.00% |
| 13 | IMCG | 1000.00% |
| 14 | ITOT | 1000.00% |
| 15 | IUSG | 1000.00% |
| 16 | IVV | 1000.00% |
| 17 | JKG | 1000.00% |
| 18 | IVW | 1000.00% |
| 19 | IWB | 1000.00% |
| 20 | IWD | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 28.19M (8.55%) | 52.48K Increased by +0.19% | Sep 30, 23 |
| 2 | BlackRock Inc | 27.66M (8.39%) | 464.80K Increased by +1.68% | Sep 30, 23 |
| 3 | T. Rowe Price Associates, Inc. | 23.39M (7.09%) | -3.06M Decreased by -13.07% | Sep 30, 23 |
| 4 | State Street Corporation | 14.23M (4.32%) | -147.07K Decreased by -1.03% | Sep 30, 23 |
| 5 | PRIMECAP Management Company | 10.91M (3.31%) | -80.31K Decreased by -0.74% | Sep 30, 23 |
| 6 | JPMorgan Chase & Co | 10.17M (3.09%) | 2.24M Increased by +21.97% | Sep 30, 23 |
| 7 | FMR Inc | 8.58M (2.60%) | -2.90M Decreased by -33.84% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 7.67M (2.33%) | 111.53K Increased by +1.45% | Sep 30, 23 |
| 9 | Goldman Sachs Group Inc | 5.89M (1.79%) | 538.93K Increased by +9.14% | Sep 30, 23 |
| 10 | Bank of America Corp | 5.50M (1.67%) | 3.36M Increased by +61.16% | Sep 30, 23 |
| 11 | T. Rowe Price Investment Management,Inc. | 5.09M (1.54%) | 730.82K Increased by +14.36% | Sep 30, 23 |
| 12 | Massachusetts Financial Services Company | 4.99M (1.51%) | 9.85K Increased by +0.20% | Sep 30, 23 |
| 13 | Franklin Resources Inc | 4.77M (1.45%) | 408.14K Increased by +8.56% | Sep 30, 23 |
| 14 | Victory Capital Management Inc. | 4.42M (1.34%) | -229.63K Decreased by -5.19% | Sep 30, 23 |
| 15 | Amundi | 4.31M (1.31%) | 170.21K Increased by +3.95% | Sep 30, 23 |
| 16 | Morgan Stanley - Brokerage Accounts | 4.30M (1.30%) | -195.25K Decreased by -4.54% | Sep 30, 23 |
| 17 | Wellington Management Company LLP | 4.12M (1.25%) | 673.67K Increased by +16.34% | Sep 30, 23 |
| 18 | EdgePoint Investment Group, Inc. | 4.11M (1.25%) | -91.12K Decreased by -2.22% | Sep 30, 23 |
| 19 | Northern Trust Corp | 3.68M (1.12%) | 68.52K Increased by +1.86% | Sep 30, 23 |
| 20 | Arnhold & S. Bleichroeder Advisers, LLC | 3.67M (1.11%) | -51.56K Decreased by -1.41% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 10.67M (3.24%) | 20.08K Increased by +0.19% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 8.30M (2.52%) | 76.65K Increased by +0.92% | Nov 30, 23 |
| 3 | Vanguard PRIMECAP Inv | 7.60M (2.31%) | -5.00K Decreased by -0.07% | Sep 30, 23 |
| 4 | Invesco QQQ Trust | 6.19M (1.88%) | 13.78K Increased by +0.22% | Dec 29, 23 |
| 5 | SPDR® S&P 500 ETF Trust | 4.17M (1.27%) | -29.35K Decreased by -0.70% | Dec 31, 23 |
| 6 | Fidelity® 500 Index | 3.97M (1.20%) | 25.26K Increased by +0.64% | Nov 30, 23 |
| 7 | Franklin Rising Dividends A | 3.87M (1.17%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 8 | Franklin Rising Dividends Fund A | 3.87M (1.17%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 9 | iShares Core S&P 500 ETF | 3.37M (1.02%) | 2.01K Increased by +0.06% | Dec 29, 23 |
| 10 | Vanguard Growth Index Investor | 3.00M (0.91%) | 16.35K Increased by +0.54% | Nov 30, 23 |
| 11 | Victory Sycamore Established Value R | 2.74M (0.83%) | -177.00K Decreased by -6.46% | Sep 30, 23 |
| 12 | T. Rowe Price Blue Chip Growth | 2.67M (0.81%) | -188.03K Decreased by -7.04% | Sep 30, 23 |
| 13 | T. Rowe Price US Lrg-Cap Core Gr Eq Comp | 2.67M (0.81%) | -188.03K Decreased by -7.04% | Sep 30, 23 |
| 14 | First Eagle Global A | 2.63M (0.80%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | T. Rowe Price Mid-Cap Growth | 2.50M (0.76%) | 349.60K Increased by +13.99% | Sep 30, 23 |
| 16 | T. Rowe Price US Mid-Cap Growth Equity | 2.50M (0.76%) | 349.60K Increased by +13.99% | Sep 30, 23 |
| 17 | T. Rowe Price Lrg Cp Gr I | 2.43M (0.74%) | -385.89K Decreased by -15.88% | Sep 30, 23 |
| 18 | T. Rowe Price US Large-Cap Growth Equity | 2.43M (0.74%) | -385.89K Decreased by -15.88% | Sep 30, 23 |
| 19 | T. Rowe Price Growth Stock | 2.42M (0.73%) | -578.52K Decreased by -23.95% | Sep 30, 23 |
| 20 | T. Rowe Price US Growth Stock Composite | 2.42M (0.73%) | -578.52K Decreased by -23.95% | Sep 30, 23 |