| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWV | 1000.00% |
| 2 | IWD | 1000.00% |
| 3 | IVW | 1000.00% |
| 4 | IWF | 1000.00% |
| 5 | IVV | 1000.00% |
| 6 | IUSG | 1000.00% |
| 7 | JKE | 1000.00% |
| 8 | ITOT | 1000.00% |
| 9 | ILCG | 1000.00% |
| 10 | ILCB | 1000.00% |
| 11 | IWL | 1000.00% |
| 12 | JKD | 1000.00% |
| 13 | IYY | 1000.00% |
| 14 | IWY | 1000.00% |
| 15 | EXI | 1000.00% |
| 16 | IWX | 1000.00% |
| 17 | IWB | 1000.00% |
| 18 | AWEG | 9.85% |
| 19 | MISL | 4.19% |
| 20 | XAR | 4.13% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Capital Research & Mgmt Co - Division 3 | 6.57M (11.93%) | -10.59K Decreased by -0.16% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 5.90M (10.72%) | 104.43K Increased by +1.77% | Sep 30, 23 |
| 3 | BlackRock Inc | 4.64M (8.43%) | -12.17K Decreased by -0.26% | Sep 30, 23 |
| 4 | Capital World Investors | 2.97M (5.40%) | 766.42K Increased by +25.78% | Sep 30, 23 |
| 5 | Principal Financial Group Inc | 2.48M (4.51%) | -116.72K Decreased by -4.70% | Sep 30, 23 |
| 6 | State Street Corporation | 2.12M (3.85%) | 56.05K Increased by +2.65% | Sep 30, 23 |
| 7 | Capital Research Global Investors | 1.98M (3.60%) | -8.72K Decreased by -0.44% | Sep 30, 23 |
| 8 | FMR Inc | 1.65M (3.00%) | 136.83K Increased by +8.29% | Sep 30, 23 |
| 9 | ALTAROCK PARTNERS LLC | 1.31M (2.38%) | -47.41K Decreased by -3.62% | Sep 30, 23 |
| 10 | Stockbridge Partners LLC | 1.17M (2.13%) | -24.02K Decreased by -2.05% | Sep 30, 23 |
| 11 | Geode Capital Management, LLC | 1.17M (2.13%) | 72.46K Increased by +6.18% | Sep 30, 23 |
| 12 | JPMorgan Chase & Co | 1.11M (2.01%) | 349.41K Increased by +31.55% | Sep 30, 23 |
| 13 | Matrix Capital Management Company, LLC | 1.09M (1.99%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 14 | Morgan Stanley - Brokerage Accounts | 650.13K (1.18%) | 4.99K Increased by +0.77% | Sep 30, 23 |
| 15 | T. Rowe Price Associates, Inc. | 599.72K (1.09%) | -166.80K Decreased by -27.81% | Sep 30, 23 |
| 16 | Amvescap Plc. | 565.22K (1.03%) | 24.58K Increased by +4.35% | Sep 30, 23 |
| 17 | WINDACRE PARTNERSHIP LLC | 563.30K (1.02%) | 28.00K Increased by +4.97% | Sep 30, 23 |
| 18 | PRIMECAP Management Company | 527.04K (0.96%) | 1.00K Increased by +0.19% | Sep 30, 23 |
| 19 | Northern Trust Corp | 516.05K (0.94%) | 30.53K Increased by +5.92% | Sep 30, 23 |
| 20 | Lone Pine Capital LLC | 436.74K (0.79%) | -146.25K Decreased by -33.49% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | American Funds Growth Fund of Amer A | 2.82M (5.13%) | 72.92K Increased by +2.58% | Sep 30, 23 |
| 2 | Capital Group Growth Fnd of Amer Comp | 2.82M (5.13%) | 72.92K Increased by +2.58% | Sep 30, 23 |
| 3 | American Funds Fundamental Invs A | 2.32M (4.22%) | 57.14K Increased by +2.46% | Sep 30, 23 |
| 4 | Capital Group Fundamental Invtrs Comp | 2.32M (4.22%) | 57.14K Increased by +2.46% | Sep 30, 23 |
| 5 | Capital Group AMCAP Composite | 1.98M (3.59%) | -14.06K Decreased by -0.71% | Sep 30, 23 |
| 6 | VA CollegeAmerica Amcap 529A | 1.98M (3.59%) | -14.06K Decreased by -0.71% | Sep 30, 23 |
| 7 | Vanguard Total Stock Mkt Idx Inv | 1.64M (2.98%) | 2.00K Increased by +0.12% | Nov 30, 23 |
| 8 | Vanguard Institutional 500 Index Trust | 1.35M (2.44%) | 12.23K Increased by +0.91% | Nov 30, 23 |
| 9 | Principal Aligned MidCap Equity | 1.23M (2.23%) | -41.22K Decreased by -3.35% | Sep 30, 23 |
| 10 | Vanguard Mid Cap Index Institutional | 1.19M (2.16%) | 1.45K Increased by +0.12% | Nov 30, 23 |
| 11 | Principal MidCap R5 | 1.19M (2.16%) | -28.36K Decreased by -2.38% | Nov 30, 23 |
| 12 | American Funds American Balanced A | 1.09M (1.97%) | 306.30K Increased by +28.19% | Sep 30, 23 |
| 13 | JPMorgan Large Cap Growth I | 987.01K (1.79%) | 74.22K Increased by +7.52% | Nov 30, 23 |
| 14 | American Funds IS® Growth 1 | 766.22K (1.39%) | 67.94K Increased by +8.87% | Sep 30, 23 |
| 15 | Capital Group Growth Composite | 766.22K (1.39%) | 67.94K Increased by +8.87% | Sep 30, 23 |
| 16 | JPM US Large Cap Growth-MA | 732.74K (1.33%) | 685.54K Increased by +93.56% | Sep 30, 23 |
| 17 | SPDR® S&P 500 ETF Trust | 682.10K (1.24%) | -4.82K Decreased by -0.71% | Dec 31, 23 |
| 18 | Fidelity® 500 Index | 643.04K (1.17%) | 4.09K Increased by +0.64% | Nov 30, 23 |
| 19 | iShares Core S&P 500 ETF | 551.00K (1.00%) | 330.00 Increased by +0.06% | Dec 29, 23 |
| 20 | Principal Blue Chip Institutional | 515.38K (0.94%) | 1.29K Increased by +0.25% | Oct 31, 23 |