| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | EXI | 1000.00% |
| 2 | IVW | 1000.00% |
| 3 | IVV | 1000.00% |
| 4 | IUSG | 1000.00% |
| 5 | ITOT | 1000.00% |
| 6 | IMCV | 1000.00% |
| 7 | IMCG | 1000.00% |
| 8 | IMCB | 1000.00% |
| 9 | ILCV | 1000.00% |
| 10 | ILCG | 1000.00% |
| 11 | ILCB | 1000.00% |
| 12 | GLOF | 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 | IWV | 1000.00% |
| 20 | IWS | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 7.69M (11.40%) | -263.38K Decreased by -3.43% | Sep 30, 23 |
| 2 | BlackRock Inc | 5.10M (7.56%) | -100.81K Decreased by -1.98% | Sep 30, 23 |
| 3 | Capital Research Global Investors | 4.60M (6.82%) | 2.29M Increased by +49.80% | Sep 30, 23 |
| 4 | State Street Corporation | 3.25M (4.82%) | -133.09K Decreased by -4.09% | Sep 30, 23 |
| 5 | FMR Inc | 2.06M (3.05%) | -74.89K Decreased by -3.64% | Sep 30, 23 |
| 6 | Capital World Investors | 1.80M (2.67%) | -310.56K Decreased by -17.27% | Sep 30, 23 |
| 7 | Bank of America Corp | 1.62M (2.41%) | 793.54K Increased by +48.89% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 1.47M (2.19%) | 8.57K Increased by +0.58% | Sep 30, 23 |
| 9 | Morgan Stanley - Brokerage Accounts | 1.45M (2.15%) | -40.79K Decreased by -2.82% | Sep 30, 23 |
| 10 | Putnam Investments LLC | 1.39M (2.06%) | -2.35K Decreased by -0.17% | Sep 30, 23 |
| 11 | Dimensional Fund Advisors, Inc. | 1.19M (1.76%) | 21.74K Increased by +1.83% | Sep 30, 23 |
| 12 | T. Rowe Price Investment Management,Inc. | 1.08M (1.60%) | -6.45K Decreased by -0.60% | Sep 30, 23 |
| 13 | Boston Partners Global Investors, Inc | 991.24K (1.47%) | -9.39K Decreased by -0.95% | Sep 30, 23 |
| 14 | Impax Asset Management Group PLC | 960.06K (1.42%) | -25.93K Decreased by -2.70% | Sep 30, 23 |
| 15 | Amvescap Plc. | 933.43K (1.38%) | 149.84K Increased by +16.05% | Sep 30, 23 |
| 16 | Nuveen Asset Management, LLC | 890.55K (1.32%) | 413.20K Increased by +46.40% | Sep 30, 23 |
| 17 | Lyrical Asset Management LP | 813.14K (1.21%) | -24.91K Decreased by -3.06% | Sep 30, 23 |
| 18 | Nordea Investment Mgmt Bank Demark A/s | 736.40K (1.09%) | -35.99K Decreased by -4.89% | Sep 30, 23 |
| 19 | Northern Trust Corp | 680.22K (1.01%) | 10.02K Increased by +1.47% | Sep 30, 23 |
| 20 | Manufacturers Life Insurance Co | 638.96K (0.95%) | 72.07K Increased by +11.28% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 2.14M (3.17%) | 2.59K Increased by +0.12% | Nov 30, 23 |
| 2 | American Funds Growth Fund of Amer A | 2.01M (2.98%) | 983.78K Increased by +48.92% | Sep 30, 23 |
| 3 | Capital Group Growth Fnd of Amer Comp | 2.01M (2.98%) | 983.78K Increased by +48.92% | Sep 30, 23 |
| 4 | Vanguard Institutional 500 Index Trust | 1.66M (2.47%) | 15.98K Increased by +0.96% | Nov 30, 23 |
| 5 | Vanguard Mid Cap Index Institutional | 1.55M (2.30%) | 1.57K Increased by +0.10% | Nov 30, 23 |
| 6 | American Funds Fundamental Invs A | 1.26M (1.87%) | -159.91K Decreased by -12.65% | Sep 30, 23 |
| 7 | Capital Group Fundamental Invtrs Comp | 1.26M (1.87%) | -159.91K Decreased by -12.65% | Sep 30, 23 |
| 8 | American Funds Invmt Co of Amer A | 1.18M (1.74%) | 824.49K Increased by +70.07% | Sep 30, 23 |
| 9 | Capital Group Investment Co of Amer Comp | 1.18M (1.74%) | 824.49K Increased by +70.07% | Sep 30, 23 |
| 10 | Capital Group AMCAP Composite | 1.08M (1.60%) | 367.74K Increased by +34.10% | Sep 30, 23 |
| 11 | VA CollegeAmerica Amcap 529A | 1.08M (1.60%) | 367.74K Increased by +34.10% | Sep 30, 23 |
| 12 | SPDR® S&P 500 ETF Trust | 835.15K (1.24%) | -5.84K Decreased by -0.70% | Dec 31, 23 |
| 13 | Fidelity® 500 Index | 795.69K (1.18%) | 5.06K Increased by +0.64% | Nov 30, 23 |
| 14 | Putnam Large Cap Value A | 752.62K (1.12%) | 15.14K Increased by +2.01% | Dec 31, 23 |
| 15 | Putnam US Large Cap Value Equity | 737.47K (1.09%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 16 | iShares Core S&P 500 ETF | 674.95K (1.00%) | 400.00 Increased by +0.06% | Dec 29, 23 |
| 17 | Fidelity® Magellan® | 673.10K (1.00%) | -400.00 Decreased by -0.06% | Nov 30, 23 |
| 18 | Vanguard Value Index Inv | 584.88K (0.87%) | 1.03K Increased by +0.18% | Nov 30, 23 |
| 19 | Vanguard Mid-Cap Value ETF | 549.62K (0.81%) | -2.43K Decreased by -0.44% | Nov 30, 23 |
| 20 | T. Rowe Price Mid-Cap Growth | 532.50K (0.79%) | -2.40K Decreased by -0.45% | Sep 30, 23 |