| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ITOT | 1000.00% |
| 2 | ILCG | 1000.00% |
| 3 | IXN | 1000.00% |
| 4 | ILCV | 1000.00% |
| 5 | IMCB | 1000.00% |
| 6 | IMCG | 1000.00% |
| 7 | IVW | 1000.00% |
| 8 | IMCV | 1000.00% |
| 9 | IVV | 1000.00% |
| 10 | IVE | 1000.00% |
| 11 | IUSV | 1000.00% |
| 12 | IUSG | 1000.00% |
| 13 | JKI | 1000.00% |
| 14 | JKG | 1000.00% |
| 15 | JKF | 1000.00% |
| 16 | JKE | 1000.00% |
| 17 | JKD | 1000.00% |
| 18 | IYY | 1000.00% |
| 19 | IGM | 1000.00% |
| 20 | ILCB | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 28.23M (9.10%) | -25.90K Decreased by -0.09% | Sep 30, 23 |
| 2 | Capital World Investors | 28.03M (9.04%) | -6.22M Decreased by -22.18% | Sep 30, 23 |
| 3 | BlackRock Inc | 22.07M (7.11%) | 1.56M Increased by +7.08% | Sep 30, 23 |
| 4 | Dodge & Cox | 15.86M (5.11%) | -115.00K Decreased by -0.73% | Sep 30, 23 |
| 5 | State Street Corporation | 12.07M (3.89%) | -225.66K Decreased by -1.87% | Sep 30, 23 |
| 6 | T. Rowe Price Associates, Inc. | 8.58M (2.77%) | -2.11M Decreased by -24.61% | Sep 30, 23 |
| 7 | HHG PLC | 6.34M (2.04%) | 15.34K Increased by +0.24% | Sep 30, 23 |
| 8 | ClearBridge Advisors, LLC | 6.03M (1.94%) | -546.44K Decreased by -9.06% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 5.51M (1.78%) | 81.87K Increased by +1.49% | Sep 30, 23 |
| 10 | Ameriprise Financial Inc | 5.45M (1.76%) | -375.06K Decreased by -6.88% | Sep 30, 23 |
| 11 | Harris Associates L.P. | 4.93M (1.59%) | -1.23M Decreased by -25.02% | Sep 30, 23 |
| 12 | Amvescap Plc. | 4.57M (1.47%) | 154.50K Increased by +3.38% | Sep 30, 23 |
| 13 | Massachusetts Financial Services Company | 4.52M (1.46%) | 145.60K Increased by +3.22% | Sep 30, 23 |
| 14 | Morgan Stanley - Brokerage Accounts | 3.74M (1.21%) | 390.72K Increased by +10.45% | Sep 30, 23 |
| 15 | Impax Asset Management Group PLC | 3.72M (1.20%) | 81.78K Increased by +2.20% | Sep 30, 23 |
| 16 | Bank of America Corp | 3.55M (1.15%) | -106.44K Decreased by -2.99% | Sep 30, 23 |
| 17 | EdgePoint Investment Group, Inc. | 3.41M (1.10%) | -224.09K Decreased by -6.58% | Sep 30, 23 |
| 18 | Wellington Management Company LLP | 3.23M (1.04%) | -235.48K Decreased by -7.30% | Sep 30, 23 |
| 19 | Bank of New York Mellon Corp | 3.01M (0.97%) | 110.51K Increased by +3.68% | Sep 30, 23 |
| 20 | Deutsche Bank AG | 2.81M (0.91%) | -231.39K Decreased by -8.22% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 9.84M (3.17%) | 23.82K Increased by +0.24% | Nov 30, 23 |
| 2 | Dodge & Cox Stock I | 8.18M (2.64%) | 8.14M Increased by +99.51% | Sep 30, 23 |
| 3 | Vanguard Institutional 500 Index Trust | 7.65M (2.47%) | 67.26K Increased by +0.88% | Nov 30, 23 |
| 4 | American Funds Fundamental Invs A | 6.38M (2.06%) | -345.82K Decreased by -5.42% | Sep 30, 23 |
| 5 | Capital Group Fundamental Invtrs Comp | 6.38M (2.06%) | -345.82K Decreased by -5.42% | Sep 30, 23 |
| 6 | American Funds Washington Mutual A | 6.10M (1.97%) | -2.02M Decreased by -33.06% | Sep 30, 23 |
| 7 | Capital Group Wash Mutual Invtrs Comp | 6.10M (1.97%) | -2.02M Decreased by -33.06% | Sep 30, 23 |
| 8 | American Funds New Perspective A | 4.60M (1.48%) | -112.56K Decreased by -2.45% | Sep 30, 23 |
| 9 | Capital Group New Perspective Comp | 4.60M (1.48%) | -112.56K Decreased by -2.45% | Sep 30, 23 |
| 10 | American Funds American Balanced A | 4.18M (1.35%) | -1.50M Decreased by -35.90% | Sep 30, 23 |
| 11 | Dodge & Cox International Stock I | 3.87M (1.25%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 12 | SPDR® S&P 500 ETF Trust | 3.83M (1.23%) | -26.86K Decreased by -0.70% | Dec 31, 23 |
| 13 | Fidelity® 500 Index | 3.66M (1.18%) | 23.28K Increased by +0.64% | Nov 30, 23 |
| 14 | iShares Core S&P 500 ETF | 3.10M (1.00%) | 1.85K Increased by +0.06% | Dec 29, 23 |
| 15 | Vanguard Value Index Inv | 2.69M (0.87%) | 9.89K Increased by +0.37% | Nov 30, 23 |
| 16 | Vanguard Equity-Income Inv | 2.36M (0.76%) | -196.20K Decreased by -8.33% | Sep 30, 23 |
| 17 | American Funds Capital World Gr&Inc A | 2.15M (0.69%) | -1.64K Decreased by -0.08% | Sep 30, 23 |
| 18 | Capital Group World Growth & Inc Cmp | 2.15M (0.69%) | -1.64K Decreased by -0.08% | Sep 30, 23 |
| 19 | Vanguard Institutional Index I | 2.09M (0.67%) | -4.75K Decreased by -0.23% | Nov 30, 23 |
| 20 | EdgePoint Global | 2.01M (0.65%) | -156.96K Decreased by -7.79% | Jun 30, 23 |