| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ITOT | 1000.00% |
| 2 | JKG | 1000.00% |
| 3 | JKE | 1000.00% |
| 4 | JKD | 1000.00% |
| 5 | IYY | 1000.00% |
| 6 | IYG | 1000.00% |
| 7 | IYF | 1000.00% |
| 8 | IWV | 1000.00% |
| 9 | IWR | 1000.00% |
| 10 | IWP | 1000.00% |
| 11 | ILCB | 1000.00% |
| 12 | ILCG | 1000.00% |
| 13 | IMCB | 1000.00% |
| 14 | IMCG | 1000.00% |
| 15 | IWF | 1000.00% |
| 16 | IWB | 1000.00% |
| 17 | PFI | 5.02% |
| 18 | BKIV | 3.31% |
| 19 | DDIV | 2.36% |
| 20 | FFTY | 1.96% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Wellington Management Company LLP | 17.54M (10.57%) | -1.24M Decreased by -7.05% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 15.76M (9.50%) | 273.64K Increased by +1.74% | Sep 30, 23 |
| 3 | Sumitomo Mitsui Financial Group Inc | 13.36M (8.05%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 4 | BlackRock Inc | 11.46M (6.90%) | 67.71K Increased by +0.59% | Sep 30, 23 |
| 5 | Capital World Investors | 11.08M (6.67%) | 1.02M Increased by +9.17% | Sep 30, 23 |
| 6 | FMR Inc | 5.84M (3.52%) | 1.26M Increased by +21.52% | Sep 30, 23 |
| 7 | Capital Research & Mgmt Co - Division 3 | 5.57M (3.36%) | -1.02M Decreased by -18.23% | Sep 30, 23 |
| 8 | Franklin Resources Inc | 3.80M (2.29%) | 611.77K Increased by +16.10% | Sep 30, 23 |
| 9 | Bank of New York Mellon Corp | 3.34M (2.01%) | -377.75K Decreased by -11.32% | Sep 30, 23 |
| 10 | Boston Partners Global Investors, Inc | 3.19M (1.92%) | -24.48K Decreased by -0.77% | Sep 30, 23 |
| 11 | State Street Corporation | 3.15M (1.90%) | 82.00K Increased by +2.60% | Sep 30, 23 |
| 12 | JPMorgan Chase & Co | 2.64M (1.59%) | 78.78K Increased by +2.98% | Sep 30, 23 |
| 13 | Millennium Management LLC | 2.62M (1.58%) | 878.11K Increased by +33.50% | Sep 30, 23 |
| 14 | Bank of America Corp | 2.35M (1.41%) | -39.41K Decreased by -1.68% | Sep 30, 23 |
| 15 | Geode Capital Management, LLC | 2.31M (1.39%) | 88.60K Increased by +3.83% | Sep 30, 23 |
| 16 | HMI Capital Management, L.P. | 2.14M (1.29%) | -740.38K Decreased by -34.61% | Sep 30, 23 |
| 17 | Vulcan Value Partners, LLC | 2.01M (1.21%) | -507.29K Decreased by -25.26% | Sep 30, 23 |
| 18 | Atlantic Trust Group, LLC | 1.90M (1.15%) | -1.87M Decreased by -98.09% | Sep 30, 23 |
| 19 | Curated Wealth Partners LLC | 1.67M (1.01%) | -21.57K Decreased by -1.29% | Sep 30, 23 |
| 20 | Morgan Stanley - Brokerage Accounts | 1.60M (0.96%) | 330.43K Increased by +20.66% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | American Funds SMALLCAP World A | 5.17M (3.12%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 5.12M (3.09%) | 6.50K Increased by +0.13% | Nov 30, 23 |
| 3 | American Funds Income Fund of Amer A | 4.99M (3.01%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 4 | Vanguard Mid Cap Index Institutional | 3.71M (2.24%) | 4.41K Increased by +0.12% | Nov 30, 23 |
| 5 | Fidelity® Magellan® | 2.75M (1.66%) | -1.80K Decreased by -0.07% | Nov 30, 23 |
| 6 | BlackRock Mid-Cap Growth Equity Instl | 2.73M (1.64%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 2.39M (1.44%) | 47.54K Increased by +1.99% | Nov 30, 23 |
| 8 | American Funds Fundamental Invs A | 1.71M (1.03%) | -1.06K Decreased by -0.06% | Sep 30, 23 |
| 9 | Capital Group Fundamental Invtrs Comp | 1.71M (1.03%) | -1.06K Decreased by -0.06% | Sep 30, 23 |
| 10 | American Funds Capital World Gr&Inc A | 1.65M (1.00%) | -1.26K Decreased by -0.08% | Sep 30, 23 |
| 11 | Capital Group World Growth & Inc Cmp | 1.65M (1.00%) | -1.26K Decreased by -0.08% | Sep 30, 23 |
| 12 | Fidelity® Puritan® | 1.61M (0.97%) | 306.80K Increased by +19.07% | Oct 31, 23 |
| 13 | American Funds Growth Fund of Amer A | 1.60M (0.97%) | -5.38K Decreased by -0.34% | Sep 30, 23 |
| 14 | Capital Group Growth Fnd of Amer Comp | 1.60M (0.97%) | -5.38K Decreased by -0.34% | Sep 30, 23 |
| 15 | JHancock Disciplined Value Mid Cap I | 1.46M (0.88%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 16 | Vanguard Growth Index Investor | 1.44M (0.87%) | 8.15K Increased by +0.57% | Nov 30, 23 |
| 17 | JPM US Mid Cap Growth-MA | 1.40M (0.84%) | 865.99K Increased by +61.95% | Sep 30, 23 |
| 18 | JPMorgan Mid Cap Growth I | 1.23M (0.74%) | -90.92K Decreased by -7.42% | Nov 30, 23 |
| 19 | Principal Aligned MidCap Equity | 1.16M (0.70%) | -5.01K Decreased by -0.43% | Sep 30, 23 |
| 20 | Principal MidCap R5 | 1.16M (0.70%) | -5.52K Decreased by -0.48% | Nov 30, 23 |