| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | GLOF | 1000.00% |
| 2 | JKG | 1000.00% |
| 3 | JKE | 1000.00% |
| 4 | JKD | 1000.00% |
| 5 | IMCB | 1000.00% |
| 6 | ILCG | 1000.00% |
| 7 | ILCB | 1000.00% |
| 8 | IYY | 1000.00% |
| 9 | IYC | 1000.00% |
| 10 | IWV | 1000.00% |
| 11 | IWS | 1000.00% |
| 12 | IWR | 1000.00% |
| 13 | IWP | 1000.00% |
| 14 | IWF | 1000.00% |
| 15 | IWD | 1000.00% |
| 16 | IWB | 1000.00% |
| 17 | IVW | 1000.00% |
| 18 | IVV | 1000.00% |
| 19 | IVE | 1000.00% |
| 20 | IUSV | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 23.44M (8.38%) | -1.25M Decreased by -5.33% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 23.03M (8.23%) | -32.91K Decreased by -0.14% | Sep 30, 23 |
| 3 | T. Rowe Price Investment Management,Inc. | 15.64M (5.59%) | 2.01M Increased by +12.83% | Sep 30, 23 |
| 4 | Capital World Investors | 13.97M (4.99%) | 859.63K Increased by +6.15% | Sep 30, 23 |
| 5 | Capital Research & Mgmt Co - Division 3 | 13.52M (4.83%) | 353.84K Increased by +2.62% | Sep 30, 23 |
| 6 | JPMorgan Chase & Co | 12.30M (4.39%) | 2.25M Increased by +18.29% | Sep 30, 23 |
| 7 | State Street Corporation | 11.45M (4.09%) | -42.76K Decreased by -0.37% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 6.88M (2.46%) | 742.86K Increased by +10.80% | Sep 30, 23 |
| 9 | Sustainable Growth Advisers, LP | 5.77M (2.06%) | 210.24K Increased by +3.65% | Sep 30, 23 |
| 10 | Loomis, Sayles & Company LP | 4.18M (1.49%) | -156.06K Decreased by -3.74% | Sep 30, 23 |
| 11 | Victory Capital Management Inc. | 3.94M (1.41%) | -50.86K Decreased by -1.29% | Sep 30, 23 |
| 12 | Bank of America Corp | 3.71M (1.33%) | 422.27K Increased by +11.37% | Sep 30, 23 |
| 13 | FMR Inc | 3.60M (1.29%) | -2.76M Decreased by -76.74% | Sep 30, 23 |
| 14 | Northern Trust Corp | 3.28M (1.17%) | 124.08K Increased by +3.78% | Sep 30, 23 |
| 15 | Morgan Stanley - Brokerage Accounts | 3.14M (1.12%) | -137.68K Decreased by -4.39% | Sep 30, 23 |
| 16 | Magellan Asset Management Limited | 3.03M (1.08%) | -685.76K Decreased by -22.64% | Sep 30, 23 |
| 17 | Legal & General Group PLC | 2.54M (0.91%) | -71.91K Decreased by -2.83% | Sep 30, 23 |
| 18 | Bank of New York Mellon Corp | 2.48M (0.89%) | -78.32K Decreased by -3.16% | Sep 30, 23 |
| 19 | Amvescap Plc. | 2.21M (0.79%) | -247.50K Decreased by -11.20% | Sep 30, 23 |
| 20 | T. Rowe Price Associates, Inc. | 1.97M (0.70%) | 135.14K Increased by +6.87% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | American Funds Washington Mutual A | 12.86M (4.60%) | 357.83K Increased by +2.78% | Sep 30, 23 |
| 2 | Capital Group Wash Mutual Invtrs Comp | 12.86M (4.60%) | 357.83K Increased by +2.78% | Sep 30, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 8.60M (3.07%) | 10.48K Increased by +0.12% | Nov 30, 23 |
| 4 | T. Rowe Price Capital Appreciation | 6.94M (2.48%) | 393.60K Increased by +5.67% | Sep 30, 23 |
| 5 | Vanguard Institutional 500 Index Trust | 6.83M (2.44%) | 61.78K Increased by +0.90% | Nov 30, 23 |
| 6 | American Funds Fundamental Invs A | 3.71M (1.33%) | -2.29K Decreased by -0.06% | Sep 30, 23 |
| 7 | Capital Group Fundamental Invtrs Comp | 3.71M (1.33%) | -2.29K Decreased by -0.06% | Sep 30, 23 |
| 8 | BNY Mellon Absolute Ret Bd EUR W Acc | 3.71M (1.33%) | 3.71M Increased by +100.00% | Oct 31, 23 |
| 9 | SPDR® S&P 500 ETF Trust | 3.48M (1.24%) | 27.56K Increased by +0.79% | Dec 29, 23 |
| 10 | Fidelity® 500 Index | 3.27M (1.17%) | 20.78K Increased by +0.64% | Nov 30, 23 |
| 11 | JPMorgan Equity Premium Income ETF | 3.06M (1.09%) | -39.55K Decreased by -1.29% | Dec 29, 23 |
| 12 | American Funds New Perspective A | 2.91M (1.04%) | 76.00K Increased by +2.61% | Sep 30, 23 |
| 13 | Capital Group New Perspective Comp | 2.91M (1.04%) | 76.00K Increased by +2.61% | Sep 30, 23 |
| 14 | iShares Core S&P 500 ETF | 2.79M (1.00%) | 1.67K Increased by +0.06% | Dec 29, 23 |
| 15 | Vanguard Growth Index Investor | 2.47M (0.88%) | 13.20K Increased by +0.53% | Nov 30, 23 |
| 16 | T. Rowe Price Mid-Cap Growth | 2.40M (0.86%) | 700.00K Increased by +29.17% | Sep 30, 23 |
| 17 | T. Rowe Price US Mid-Cap Growth Equity | 2.40M (0.86%) | 700.00K Increased by +29.17% | Sep 30, 23 |
| 18 | Victory Sycamore Established Value R | 2.27M (0.81%) | -27.00K Decreased by -1.19% | Sep 30, 23 |
| 19 | Bridge Builder Large Cap Growth | 2.22M (0.79%) | -189.00 Decreased by -0.01% | Dec 31, 23 |
| 20 | American Funds Capital Income Bldr A | 2.21M (0.79%) | 64.53K Increased by +2.92% | Sep 30, 23 |