| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IVE | 1000.00% |
| 2 | IWD | 1000.00% |
| 3 | IWB | 1000.00% |
| 4 | IVV | 1000.00% |
| 5 | IUSV | 1000.00% |
| 6 | ILCB | 1000.00% |
| 7 | ILCG | 1000.00% |
| 8 | ILCV | 1000.00% |
| 9 | IMCB | 1000.00% |
| 10 | IMCG | 1000.00% |
| 11 | IMCV | 1000.00% |
| 12 | ITOT | 1000.00% |
| 13 | KXI | 1000.00% |
| 14 | JKI | 1000.00% |
| 15 | JKG | 1000.00% |
| 16 | JKF | 1000.00% |
| 17 | JKE | 1000.00% |
| 18 | JKD | 1000.00% |
| 19 | IYY | 1000.00% |
| 20 | IYK | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 13.57M (8.17%) | 24.70K Increased by +0.18% | Sep 30, 23 |
| 2 | BlackRock Inc | 11.08M (6.67%) | -209.86K Decreased by -1.89% | Sep 30, 23 |
| 3 | Capital Research & Mgmt Co - Division 3 | 9.01M (5.42%) | 1.11M Increased by +12.31% | Sep 30, 23 |
| 4 | Capital World Investors | 8.31M (5.00%) | 2.16M Increased by +26.04% | Sep 30, 23 |
| 5 | State Street Corporation | 6.81M (4.10%) | -130.75K Decreased by -1.92% | Sep 30, 23 |
| 6 | T. Rowe Price Associates, Inc. | 5.95M (3.58%) | -699.24K Decreased by -11.74% | Sep 30, 23 |
| 7 | Morgan Stanley - Brokerage Accounts | 4.05M (2.44%) | 58.52K Increased by +1.44% | Sep 30, 23 |
| 8 | Aristotle Capital Management LLC | 3.36M (2.02%) | -105.62K Decreased by -3.14% | Sep 30, 23 |
| 9 | Amvescap Plc. | 3.03M (1.83%) | -120.91K Decreased by -3.98% | Sep 30, 23 |
| 10 | AllianceBernstein L.P. | 3.03M (1.82%) | 14.65K Increased by +0.48% | Sep 30, 23 |
| 11 | Geode Capital Management, LLC | 2.97M (1.79%) | 63.39K Increased by +2.13% | Sep 30, 23 |
| 12 | JPMorgan Chase & Co | 2.85M (1.72%) | -1.16M Decreased by -40.53% | Sep 30, 23 |
| 13 | Wellington Management Company LLP | 2.54M (1.53%) | -393.76K Decreased by -15.49% | Sep 30, 23 |
| 14 | FMR Inc | 2.13M (1.28%) | -429.98K Decreased by -20.20% | Sep 30, 23 |
| 15 | HHG PLC | 2.02M (1.22%) | -59.87K Decreased by -2.96% | Sep 30, 23 |
| 16 | Capital Research Global Investors | 1.99M (1.20%) | -18.13K Decreased by -0.91% | Sep 30, 23 |
| 17 | Bank of America Corp | 1.83M (1.10%) | 26.08K Increased by +1.43% | Sep 30, 23 |
| 18 | Royal Bank of Canada | 1.75M (1.06%) | -86.59K Decreased by -4.94% | Sep 30, 23 |
| 19 | American Century Companies Inc | 1.51M (0.91%) | -172.78K Decreased by -11.42% | Sep 30, 23 |
| 20 | Northern Trust Corp | 1.50M (0.90%) | 53.86K Increased by +3.59% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 5.17M (3.11%) | 6.14K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 3.93M (2.37%) | 34.89K Increased by +0.89% | Nov 30, 23 |
| 3 | American Funds American Balanced A | 3.77M (2.27%) | 2.25M Increased by +59.58% | Sep 30, 23 |
| 4 | American Funds Washington Mutual A | 3.67M (2.21%) | 1.39M Increased by +37.89% | Sep 30, 23 |
| 5 | Capital Group Wash Mutual Invtrs Comp | 3.67M (2.21%) | 1.39M Increased by +37.89% | Sep 30, 23 |
| 6 | Capital Group AMCAP Composite | 2.34M (1.41%) | -2.15K Decreased by -0.09% | Sep 30, 23 |
| 7 | VA CollegeAmerica Amcap 529A | 2.34M (1.41%) | -2.15K Decreased by -0.09% | Sep 30, 23 |
| 8 | American Funds American Mutual A | 2.33M (1.40%) | -4.84K Decreased by -0.21% | Sep 30, 23 |
| 9 | Capital Group American Mutual Comp | 2.33M (1.40%) | -4.84K Decreased by -0.21% | Sep 30, 23 |
| 10 | SPDR® S&P 500 ETF Trust | 1.99M (1.20%) | -14.02K Decreased by -0.70% | Dec 31, 23 |
| 11 | Fidelity® 500 Index | 1.88M (1.13%) | 11.96K Increased by +0.64% | Nov 30, 23 |
| 12 | iShares Core S&P 500 ETF | 1.61M (0.97%) | 960.00 Increased by +0.06% | Dec 29, 23 |
| 13 | Vanguard Value Index Inv | 1.42M (0.85%) | 4.97K Increased by +0.35% | Nov 30, 23 |
| 14 | American Funds Invmt Co of Amer A | 1.41M (0.85%) | -2.57K Decreased by -0.18% | Sep 30, 23 |
| 15 | Capital Group Investment Co of Amer Comp | 1.41M (0.85%) | -2.57K Decreased by -0.18% | Sep 30, 23 |
| 16 | T. Rowe Price Growth Stock | 1.30M (0.78%) | 41.22K Increased by +3.17% | Sep 30, 23 |
| 17 | T. Rowe Price US Growth Stock Composite | 1.30M (0.78%) | 41.22K Increased by +3.17% | Sep 30, 23 |
| 18 | American Funds Fundamental Invs A | 1.28M (0.77%) | -788.00 Decreased by -0.06% | Sep 30, 23 |
| 19 | Capital Group Fundamental Invtrs Comp | 1.28M (0.77%) | -788.00 Decreased by -0.06% | Sep 30, 23 |
| 20 | Consumer Staples Select Sector SPDR® ETF | 1.14M (0.69%) | -3.42K Decreased by -0.30% | Dec 31, 23 |