| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ILCB | 1000.00% |
| 2 | IUSV | 1000.00% |
| 3 | IUSG | 1000.00% |
| 4 | ITOT | 1000.00% |
| 5 | IMCV | 1000.00% |
| 6 | IMCG | 1000.00% |
| 7 | IMCB | 1000.00% |
| 8 | ILCV | 1000.00% |
| 9 | ILCG | 1000.00% |
| 10 | IBB | 1000.00% |
| 11 | JKI | 1000.00% |
| 12 | JKG | 1000.00% |
| 13 | JKF | 1000.00% |
| 14 | JKE | 1000.00% |
| 15 | JKD | 1000.00% |
| 16 | IYY | 1000.00% |
| 17 | IXJ | 1000.00% |
| 18 | IWV | 1000.00% |
| 19 | IWS | 1000.00% |
| 20 | IWR | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 6.77M (11.49%) | -16.76K Decreased by -0.25% | Sep 30, 23 |
| 2 | BlackRock Inc | 5.55M (9.42%) | -535.99K Decreased by -9.65% | Sep 30, 23 |
| 3 | Fundsmith LLP | 3.81M (6.45%) | -2.98K Decreased by -0.08% | Sep 30, 23 |
| 4 | Bank of New York Mellon Corp | 3.52M (5.97%) | 48.74K Increased by +1.38% | Sep 30, 23 |
| 5 | Massachusetts Financial Services Company | 3.37M (5.72%) | -99.41K Decreased by -2.95% | Sep 30, 23 |
| 6 | State Street Corporation | 2.55M (4.32%) | -73.10K Decreased by -2.87% | Sep 30, 23 |
| 7 | AllianceBernstein L.P. | 2.07M (3.51%) | 50.82K Increased by +2.46% | Sep 30, 23 |
| 8 | Generation Investment Management LLP | 1.67M (2.83%) | 209.59K Increased by +12.56% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 1.28M (2.16%) | 19.32K Increased by +1.51% | Sep 30, 23 |
| 10 | FUNDSMITH INVESTMENT SERVICES LTD. | 1.11M (1.88%) | 80.89K Increased by +7.31% | Sep 30, 23 |
| 11 | Amvescap Plc. | 1.09M (1.85%) | 32.06K Increased by +2.93% | Sep 30, 23 |
| 12 | Wellington Management Company LLP | 1.05M (1.78%) | -14.56K Decreased by -1.38% | Sep 30, 23 |
| 13 | American Century Companies Inc | 832.89K (1.41%) | 212.75K Increased by +25.54% | Sep 30, 23 |
| 14 | Champlain Investment Partners, LLC | 803.63K (1.36%) | 47.09K Increased by +5.86% | Sep 30, 23 |
| 15 | Impax Asset Management Group PLC | 775.54K (1.32%) | -59.94K Decreased by -7.73% | Sep 30, 23 |
| 16 | Northern Trust Corp | 713.63K (1.21%) | -42.00K Decreased by -5.88% | Sep 30, 23 |
| 17 | HHG PLC | 703.86K (1.19%) | 123.38K Increased by +17.53% | Sep 30, 23 |
| 18 | Mawer Investment Management Ltd | 604.65K (1.03%) | -11.77K Decreased by -1.95% | Sep 30, 23 |
| 19 | London Company of Virginia | 578.84K (0.98%) | 578.84K Increased by +100.00% | Sep 30, 23 |
| 20 | Legal & General Group PLC | 576.43K (0.98%) | -30.99K Decreased by -5.38% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 1.85M (3.14%) | 2.22K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 1.44M (2.44%) | 13.13K Increased by +0.91% | Nov 30, 23 |
| 3 | Vanguard Mid Cap Index Institutional | 1.34M (2.28%) | 1.45K Increased by +0.11% | Nov 30, 23 |
| 4 | Fundsmith Equity I Acc | 1.03M (1.75%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 5 | Vanguard Health Care Inv | 811.12K (1.38%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 6 | Champlain Mid Cap Fund, LLC | 779.23K (1.32%) | -3.30K Decreased by -0.42% | Nov 30, 23 |
| 7 | SPDR® S&P 500 ETF Trust | 729.68K (1.24%) | -5.11K Decreased by -0.70% | Dec 31, 23 |
| 8 | Fidelity® 500 Index | 688.72K (1.17%) | 4.38K Increased by +0.64% | Nov 30, 23 |
| 9 | American Century US Premier Lg Cp Gr | 659.00K (1.12%) | 145.00K Increased by +22.00% | Sep 30, 23 |
| 10 | American Century Ultra® Inv | 659.00K (1.12%) | 145.00K Increased by +22.00% | Sep 30, 23 |
| 11 | Impax Leaders Strategy Composite | 600.16K (1.02%) | -8.47K Decreased by -1.41% | Oct 31, 23 |
| 12 | iShares Core S&P 500 ETF | 588.84K (1.00%) | 350.00 Increased by +0.06% | Dec 29, 23 |
| 13 | VanEck Morningstar Wide Moat | 535.27K (0.91%) | 12.41K Increased by +2.32% | Dec 31, 23 |
| 14 | VanEck Morningstar Wide Moat ETF | 535.27K (0.91%) | 513.00 Increased by +0.10% | Dec 30, 23 |
| 15 | Janus Henderson Enterprise D | 530.81K (0.90%) | 98.45K Increased by +18.55% | Sep 30, 23 |
| 16 | Janus Inst Mid Cap Growth CF | 530.81K (0.90%) | 98.45K Increased by +18.55% | Sep 30, 23 |
| 17 | Vanguard Growth Index Investor | 520.84K (0.88%) | 3.08K Increased by +0.59% | Nov 30, 23 |
| 18 | AllianceBernstein US L/C Growth Eqty MF | 459.25K (0.78%) | -35.77K Decreased by -7.79% | Nov 30, 23 |
| 19 | iShares Biotechnology ETF | 439.61K (0.75%) | -401.00 Decreased by -0.09% | Dec 29, 23 |
| 20 | Health Care Select Sector SPDR® ETF | 438.98K (0.74%) | -320.00 Decreased by -0.07% | Dec 31, 23 |