| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWV | 1000.00% |
| 2 | ILCB | 1000.00% |
| 3 | IWL | 1000.00% |
| 4 | IBB | 1000.00% |
| 5 | GLOF | 1000.00% |
| 6 | IWY | 1000.00% |
| 7 | IWX | 1000.00% |
| 8 | JKD | 1000.00% |
| 9 | JKE | 1000.00% |
| 10 | IWF | 1000.00% |
| 11 | IWD | 1000.00% |
| 12 | IWB | 1000.00% |
| 13 | JKF | 1000.00% |
| 14 | IVW | 1000.00% |
| 15 | IVV | 1000.00% |
| 16 | IYY | 1000.00% |
| 17 | IVE | 1000.00% |
| 18 | IUSV | 1000.00% |
| 19 | IUSG | 1000.00% |
| 20 | ITOT | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 22.59M (8.79%) | -235.20K Decreased by -1.04% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 21.98M (8.55%) | 87.40K Increased by +0.40% | Sep 30, 23 |
| 3 | Capital World Investors | 17.98M (7.00%) | 641.03K Increased by +3.56% | Sep 30, 23 |
| 4 | FMR Inc | 14.36M (5.59%) | -268.23K Decreased by -1.87% | Sep 30, 23 |
| 5 | State Street Corporation | 12.04M (4.68%) | -292.05K Decreased by -2.43% | Sep 30, 23 |
| 6 | AllianceBernstein L.P. | 7.53M (2.93%) | -8.58K Decreased by -0.11% | Sep 30, 23 |
| 7 | T. Rowe Price Associates, Inc. | 6.85M (2.67%) | 91.31K Increased by +1.33% | Sep 30, 23 |
| 8 | Wellington Management Company LLP | 6.53M (2.54%) | -1.03M Decreased by -15.74% | Sep 30, 23 |
| 9 | JPMorgan Chase & Co | 6.11M (2.38%) | 150.33K Increased by +2.46% | Sep 30, 23 |
| 10 | Geode Capital Management, LLC | 5.60M (2.18%) | 51.11K Increased by +0.91% | Sep 30, 23 |
| 11 | Massachusetts Financial Services Company | 3.89M (1.51%) | -49.33K Decreased by -1.27% | Sep 30, 23 |
| 12 | Jennison Associates LLC | 3.80M (1.48%) | -7.98K Decreased by -0.21% | Sep 30, 23 |
| 13 | Capital Research Global Investors | 3.37M (1.31%) | 310.91K Increased by +9.22% | Sep 30, 23 |
| 14 | Loomis, Sayles & Company LP | 3.16M (1.23%) | -111.84K Decreased by -3.54% | Sep 30, 23 |
| 15 | ClearBridge Advisors, LLC | 2.94M (1.15%) | -208.24K Decreased by -7.08% | Sep 30, 23 |
| 16 | Ameriprise Financial Inc | 2.94M (1.14%) | -86.03K Decreased by -2.93% | Sep 30, 23 |
| 17 | Morgan Stanley - Brokerage Accounts | 2.87M (1.12%) | 89.22K Increased by +3.11% | Sep 30, 23 |
| 18 | Northern Trust Corp | 2.81M (1.09%) | 131.54K Increased by +4.68% | Sep 30, 23 |
| 19 | UBS Asset Mgmt Americas Inc | 2.77M (1.08%) | -37.93K Decreased by -1.37% | Sep 30, 23 |
| 20 | Bank of America Corp | 2.35M (0.92%) | 12.93K Increased by +0.55% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 8.09M (3.15%) | 9.84K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 6.29M (2.45%) | 57.61K Increased by +0.92% | Nov 30, 23 |
| 3 | American Funds Growth Fund of Amer A | 6.07M (2.36%) | 288.15K Increased by +4.75% | Sep 30, 23 |
| 4 | Capital Group Growth Fnd of Amer Comp | 6.07M (2.36%) | 288.15K Increased by +4.75% | Sep 30, 23 |
| 5 | Invesco QQQ Trust | 4.71M (1.83%) | 10.47K Increased by +0.22% | Dec 29, 23 |
| 6 | Fidelity® Contrafund® | 3.57M (1.39%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 7 | SPDR® S&P 500 ETF Trust | 3.18M (1.24%) | -22.34K Decreased by -0.70% | Dec 31, 23 |
| 8 | American Funds New Perspective A | 3.05M (1.19%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 9 | Capital Group New Perspective Comp | 3.05M (1.19%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 10 | Fidelity® 500 Index | 3.01M (1.17%) | 19.14K Increased by +0.64% | Nov 30, 23 |
| 11 | Vanguard Health Care Inv | 2.70M (1.05%) | -261.27K Decreased by -9.68% | Sep 30, 23 |
| 12 | iShares Core S&P 500 ETF | 2.57M (1.00%) | 1.53K Increased by +0.06% | Dec 29, 23 |
| 13 | American Funds American Balanced A | 2.52M (0.98%) | 200.18K Increased by +7.94% | Sep 30, 23 |
| 14 | Vanguard Growth Index Investor | 2.27M (0.88%) | 12.38K Increased by +0.54% | Nov 30, 23 |
| 15 | American Funds Capital World Gr&Inc A | 2.11M (0.82%) | 68.41K Increased by +3.24% | Sep 30, 23 |
| 16 | Capital Group World Growth & Inc Cmp | 2.11M (0.82%) | 68.41K Increased by +3.24% | Sep 30, 23 |
| 17 | Health Care Select Sector SPDR® ETF | 1.92M (0.75%) | -1.39K Decreased by -0.07% | Dec 31, 23 |
| 18 | MFS Growth B | 1.85M (0.72%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | AllianceBernstein US L/C Growth Eqty MF | 1.83M (0.71%) | 93.90K Increased by +5.12% | Nov 30, 23 |
| 20 | MFS Growth Equity | 1.82M (0.71%) | -9.91K Decreased by -0.54% | Sep 30, 23 |