| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ILCG | 1000.00% |
| 2 | IUSG | 1000.00% |
| 3 | ITOT | 1000.00% |
| 4 | IHI | 1000.00% |
| 5 | ILCV | 1000.00% |
| 6 | ILCB | 1000.00% |
| 7 | JKF | 1000.00% |
| 8 | JKE | 1000.00% |
| 9 | JKD | 1000.00% |
| 10 | IYY | 1000.00% |
| 11 | IYH | 1000.00% |
| 12 | IXJ | 1000.00% |
| 13 | IWY | 1000.00% |
| 14 | IWX | 1000.00% |
| 15 | IWV | 1000.00% |
| 16 | IWL | 1000.00% |
| 17 | IWF | 1000.00% |
| 18 | IWD | 1000.00% |
| 19 | IWB | 1000.00% |
| 20 | IVW | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 30.67M (9.03%) | 143.63K Increased by +0.47% | Sep 30, 23 |
| 2 | BlackRock Inc | 26.08M (7.68%) | 216.41K Increased by +0.83% | Sep 30, 23 |
| 3 | Greenleaf Trust | 19.33M (5.69%) | -108.70K Decreased by -0.56% | Sep 30, 23 |
| 4 | State Street Corporation | 14.00M (4.12%) | -393.63K Decreased by -2.81% | Sep 30, 23 |
| 5 | Wellington Management Company LLP | 13.66M (4.02%) | -542.50K Decreased by -3.97% | Sep 30, 23 |
| 6 | T. Rowe Price Associates, Inc. | 11.90M (3.50%) | -388.37K Decreased by -3.26% | Sep 30, 23 |
| 7 | Capital Research Global Investors | 10.34M (3.04%) | -4.02M Decreased by -38.87% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 6.26M (1.85%) | 129.80K Increased by +2.07% | Sep 30, 23 |
| 9 | Bank of New York Mellon Corp | 6.24M (1.84%) | -227.72K Decreased by -3.65% | Sep 30, 23 |
| 10 | FMR Inc | 5.97M (1.76%) | 144.21K Increased by +2.41% | Sep 30, 23 |
| 11 | Fundsmith LLP | 5.52M (1.63%) | 7.16K Increased by +0.13% | Sep 30, 23 |
| 12 | Morgan Stanley - Brokerage Accounts | 5.32M (1.57%) | 223.73K Increased by +4.21% | Sep 30, 23 |
| 13 | Franklin Resources Inc | 4.66M (1.37%) | 826.00 Increased by +0.02% | Sep 30, 23 |
| 14 | Fisher Asset Management, LLC | 3.94M (1.16%) | 109.64K Increased by +2.78% | Sep 30, 23 |
| 15 | First Western Trust Bank | 3.77M (1.11%) | -400.00 Decreased by -0.01% | Sep 30, 23 |
| 16 | Northern Trust Corp | 3.51M (1.03%) | 131.59K Increased by +3.75% | Sep 30, 23 |
| 17 | JPMorgan Chase & Co | 3.41M (1.00%) | 990.98K Increased by +29.06% | Sep 30, 23 |
| 18 | Amvescap Plc. | 2.62M (0.77%) | -81.66K Decreased by -3.12% | Sep 30, 23 |
| 19 | DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main | 2.62M (0.77%) | -80.14K Decreased by -3.06% | Sep 30, 23 |
| 20 | Jensen Investment Management | 2.52M (0.74%) | -64.77K Decreased by -2.57% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 10.72M (3.16%) | 17.98K Increased by +0.17% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 8.24M (2.43%) | 75.47K Increased by +0.92% | Nov 30, 23 |
| 3 | Vanguard Dividend Growth Inv | 6.32M (1.86%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 4 | SPDR® S&P 500 ETF Trust | 4.17M (1.23%) | -29.35K Decreased by -0.70% | Dec 31, 23 |
| 5 | Fidelity® 500 Index | 3.94M (1.16%) | 25.06K Increased by +0.64% | Nov 30, 23 |
| 6 | Vanguard Health Care Inv | 3.43M (1.01%) | -399.12K Decreased by -11.62% | Sep 30, 23 |
| 7 | iShares Core S&P 500 ETF | 3.37M (0.99%) | 2.01K Increased by +0.06% | Dec 29, 23 |
| 8 | Franklin Rising Dividends Fund A | 3.29M (0.97%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 9 | Vanguard Growth Index Investor | 3.01M (0.89%) | 16.44K Increased by +0.55% | Nov 30, 23 |
| 10 | American Funds Growth Fund of Amer A | 2.73M (0.81%) | -876.00K Decreased by -32.04% | Sep 30, 23 |
| 11 | Capital Group Growth Fnd of Amer Comp | 2.73M (0.81%) | -876.00K Decreased by -32.04% | Sep 30, 23 |
| 12 | Health Care Select Sector SPDR® ETF | 2.51M (0.74%) | -1.82K Decreased by -0.07% | Dec 31, 23 |
| 13 | Vanguard Institutional Index I | 2.25M (0.66%) | -5.20K Decreased by -0.23% | Nov 30, 23 |
| 14 | Vanguard Dividend Appreciation ETF | 1.94M (0.57%) | 13.21K Increased by +0.68% | Nov 30, 23 |
| 15 | Jensen Quality Growth J | 1.82M (0.54%) | -89.00K Decreased by -4.88% | Dec 31, 23 |
| 16 | American Funds Capital World Gr&Inc A | 1.69M (0.50%) | -1.28K Decreased by -0.08% | Sep 30, 23 |
| 17 | Capital Group World Growth & Inc Cmp | 1.69M (0.50%) | -1.28K Decreased by -0.08% | Sep 30, 23 |
| 18 | Fundsmith Equity I Acc | 1.67M (0.49%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 19 | State St S&P 500® Indx SL Cl III | 1.61M (0.48%) | -900.00 Decreased by -0.06% | Dec 31, 23 |
| 20 | American Funds American Mutual A | 1.57M (0.46%) | -3.27K Decreased by -0.21% | Sep 30, 23 |