| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKJ | 1000.00% |
| 2 | IWR | 1000.00% |
| 3 | IYY | 1000.00% |
| 4 | JKK | 1000.00% |
| 5 | IWD | 1000.00% |
| 6 | IWB | 1000.00% |
| 7 | IUSV | 1000.00% |
| 8 | IWS | 1000.00% |
| 9 | ITOT | 1000.00% |
| 10 | ISCG | 1000.00% |
| 11 | ISCB | 1000.00% |
| 12 | IWV | 1000.00% |
| 13 | IYC | 1000.00% |
| 14 | XMVM | 1.26% |
| 15 | RFV | 1.21% |
| 16 | RWK | 0.90% |
| 17 | FXD | 0.83% |
| 18 | IVOV | 0.71% |
| 19 | IJJ | 0.66% |
| 20 | MDYV | 0.63% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 25.44M (10.40%) | 152.57K Increased by +0.60% | Sep 30, 23 |
| 2 | BlackRock Inc | 25.26M (10.32%) | 1.20M Increased by +4.73% | Sep 30, 23 |
| 3 | Capital Research & Mgmt Co - Division 3 | 23.52M (9.61%) | -10.14M Decreased by -43.10% | Sep 30, 23 |
| 4 | Morgan Stanley - Brokerage Accounts | 12.76M (5.21%) | 186.97K Increased by +1.47% | Sep 30, 23 |
| 5 | Mantle Ridge LP | 12.66M (5.17%) | 9.96M Increased by +78.63% | Sep 30, 23 |
| 6 | Farallon Capital Management, L.L.C. | 12.14M (4.96%) | 1.25M Increased by +10.29% | Sep 30, 23 |
| 7 | Barrow Hanley Mewhinney & Strauss LLC | 11.54M (4.72%) | 162.52K Increased by +1.41% | Sep 30, 23 |
| 8 | HHG PLC | 10.96M (4.48%) | 2.09M Increased by +19.03% | Sep 30, 23 |
| 9 | State Street Corporation | 7.93M (3.24%) | 37.92K Increased by +0.48% | Sep 30, 23 |
| 10 | FMR Inc | 6.46M (2.64%) | -990.23K Decreased by -15.34% | Sep 30, 23 |
| 11 | PointState Capital LP | 5.41M (2.21%) | 1.52M Increased by +28.05% | Sep 30, 23 |
| 12 | Nomura Holdings Inc | 5.25M (2.15%) | -1.59M Decreased by -30.21% | Sep 30, 23 |
| 13 | Marshall Wace Asset Management Ltd | 5.25M (2.15%) | 4.39M Increased by +83.53% | Sep 30, 23 |
| 14 | Royal Bank of Canada | 5.02M (2.05%) | 34.49K Increased by +0.69% | Sep 30, 23 |
| 15 | Goldman Sachs Group Inc | 4.56M (1.86%) | 3.60M Increased by +78.95% | Sep 30, 23 |
| 16 | Sarasin & Partners LLP | 3.98M (1.63%) | 259.03K Increased by +6.50% | Dec 31, 23 |
| 17 | JPMorgan Chase & Co | 3.97M (1.62%) | 1.49M Increased by +37.60% | Sep 30, 23 |
| 18 | Massachusetts Financial Services Company | 3.90M (1.59%) | 4.97K Increased by +0.13% | Sep 30, 23 |
| 19 | Geode Capital Management, LLC | 3.84M (1.57%) | 87.84K Increased by +2.28% | Sep 30, 23 |
| 20 | Bank of New York Mellon Corp | 3.45M (1.41%) | -135.09K Decreased by -3.92% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | American Funds American Balanced A | 16.91M (6.91%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 2 | Eaton Vance Atlanta Capital SMID-Cap I | 8.97M (3.67%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 8.17M (3.34%) | 9.71K Increased by +0.12% | Nov 30, 23 |
| 4 | iShares Core S&P Mid-Cap ETF | 7.92M (3.24%) | -1.44K Decreased by -0.02% | Dec 29, 23 |
| 5 | Janus Henderson Enterprise D | 7.34M (3.00%) | 566.79K Increased by +7.72% | Sep 30, 23 |
| 6 | Janus Inst Mid Cap Growth CF | 7.34M (3.00%) | 566.79K Increased by +7.72% | Sep 30, 23 |
| 7 | Vanguard Small Cap Index | 6.76M (2.76%) | 27.62K Increased by +0.41% | Nov 30, 23 |
| 8 | Vanguard Small Cap Value Index Inv | 4.70M (1.92%) | 14.30K Increased by +0.30% | Nov 30, 23 |
| 9 | Barrow Hanley Global Value Equity | 4.63M (1.89%) | 3.34M Increased by +72.08% | Dec 31, 23 |
| 10 | MFS Mid Cap Value A | 3.92M (1.60%) | 877.69K Increased by +22.42% | Nov 30, 23 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 3.78M (1.55%) | 90.95K Increased by +2.40% | Nov 30, 23 |
| 12 | American Funds Growth Fund of Amer A | 3.36M (1.37%) | -11.26K Decreased by -0.34% | Sep 30, 23 |
| 13 | Capital Group Growth Fnd of Amer Comp | 3.36M (1.37%) | -11.26K Decreased by -0.34% | Sep 30, 23 |
| 14 | MFS Mid Cap Value Equity | 3.04M (1.24%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 15 | American Funds IS® Growth 1 | 2.48M (1.01%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 16 | Capital Group Growth Composite | 2.48M (1.01%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 17 | Bridge Builder Large Cap Value | 2.26M (0.92%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 18 | SPDR® S&P MIDCAP 400 ETF Trust | 2.09M (0.85%) | -17.98K Decreased by -0.86% | Nov 30, 23 |
| 19 | JPMorgan Mid Cap Growth I | 1.85M (0.76%) | -6.97K Decreased by -0.38% | Nov 30, 23 |
| 20 | Fidelity® Mid-Cap Stock | 1.74M (0.71%) | 121.50K Increased by +6.99% | Nov 30, 23 |