| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWB | 1000.00% |
| 2 | IWP | 1000.00% |
| 3 | IWF | 1000.00% |
| 4 | IUSV | 1000.00% |
| 5 | IWD | 1000.00% |
| 6 | IVE | 1000.00% |
| 7 | IVV | 1000.00% |
| 8 | ILCB | 1000.00% |
| 9 | ILCG | 1000.00% |
| 10 | ILCV | 1000.00% |
| 11 | IMCB | 1000.00% |
| 12 | IMCG | 1000.00% |
| 13 | JKI | 1000.00% |
| 14 | JKG | 1000.00% |
| 15 | IMCV | 1000.00% |
| 16 | JKF | 1000.00% |
| 17 | JKE | 1000.00% |
| 18 | JKD | 1000.00% |
| 19 | IYY | 1000.00% |
| 20 | IYM | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 9.66M (12.10%) | -81.01K Decreased by -0.84% | Sep 30, 23 |
| 2 | BlackRock Inc | 7.36M (9.22%) | 20.65K Increased by +0.28% | Sep 30, 23 |
| 3 | T. Rowe Price Investment Management,Inc. | 4.25M (5.32%) | 9.84K Increased by +0.23% | Sep 30, 23 |
| 4 | State Street Corporation | 3.60M (4.51%) | -150.60K Decreased by -4.18% | Sep 30, 23 |
| 5 | Ameriprise Financial Inc | 2.67M (3.34%) | 493.86K Increased by +18.49% | Sep 30, 23 |
| 6 | Victory Capital Management Inc. | 2.30M (2.88%) | -68.91K Decreased by -2.99% | Sep 30, 23 |
| 7 | Lazard Asset Management LLC | 2.21M (2.76%) | -110.14K Decreased by -4.99% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 1.79M (2.24%) | 31.82K Increased by +1.78% | Sep 30, 23 |
| 9 | Morgan Stanley - Brokerage Accounts | 1.79M (2.24%) | 639.52K Increased by +35.76% | Sep 30, 23 |
| 10 | Neuberger Berman Group LLC | 1.56M (1.96%) | 85.73K Increased by +5.49% | Sep 30, 23 |
| 11 | T. Rowe Price Associates, Inc. | 1.53M (1.92%) | -304.06K Decreased by -19.82% | Sep 30, 23 |
| 12 | Fiduciary Management, Inc. of Milwaukee | 1.52M (1.91%) | -53.20K Decreased by -3.49% | Sep 30, 23 |
| 13 | BB&T Corp. | 1.10M (1.37%) | 57.11K Increased by +5.21% | Sep 30, 23 |
| 14 | Boston Partners Global Investors, Inc | 1.01M (1.26%) | 307.32K Increased by +30.50% | Sep 30, 23 |
| 15 | Northern Trust Corp | 963.48K (1.21%) | 58.48K Increased by +6.07% | Sep 30, 23 |
| 16 | FMR Inc | 958.79K (1.20%) | 206.78K Increased by +21.57% | Sep 30, 23 |
| 17 | Amvescap Plc. | 829.81K (1.04%) | -367.58K Decreased by -44.30% | Sep 30, 23 |
| 18 | Massachusetts Financial Services Company | 716.44K (0.90%) | 937.00 Increased by +0.13% | Sep 30, 23 |
| 19 | Dimensional Fund Advisors, Inc. | 705.58K (0.88%) | 9.66K Increased by +1.37% | Sep 30, 23 |
| 20 | Public Sector Pension Investment Board | 698.62K (0.87%) | 942.00 Increased by +0.13% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 2.52M (3.16%) | 2.96K Increased by +0.12% | Nov 30, 23 |
| 2 | T. Rowe Price Mid-Cap Growth | 1.99M (2.49%) | -8.70K Decreased by -0.44% | Sep 30, 23 |
| 3 | T. Rowe Price US Mid-Cap Growth Equity | 1.99M (2.49%) | -8.70K Decreased by -0.44% | Sep 30, 23 |
| 4 | Vanguard Institutional 500 Index Trust | 1.96M (2.46%) | 18.09K Increased by +0.92% | Nov 30, 23 |
| 5 | Vanguard Mid Cap Index Institutional | 1.83M (2.29%) | 1.96K Increased by +0.11% | Nov 30, 23 |
| 6 | Victory Sycamore Established Value R | 1.54M (1.93%) | -45.00K Decreased by -2.92% | Sep 30, 23 |
| 7 | Vanguard Windsor™ II Inv | 1.09M (1.37%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 8 | SPDR® S&P 500 ETF Trust | 995.62K (1.25%) | -7.01K Decreased by -0.70% | Dec 31, 23 |
| 9 | Columbia Dividend Value | 993.03K (1.24%) | -215.38K Decreased by -21.69% | Sep 30, 23 |
| 10 | Columbia Dividend Income Inst | 987.93K (1.24%) | -5.10K Decreased by -0.52% | Nov 30, 23 |
| 11 | Fidelity® 500 Index | 939.02K (1.18%) | 5.97K Increased by +0.64% | Nov 30, 23 |
| 12 | T. Rowe Price Dividend Growth | 911.13K (1.14%) | -39.90K Decreased by -4.38% | Sep 30, 23 |
| 13 | T. Rowe Price US Dividend Growth Eq Comp | 911.13K (1.14%) | -39.90K Decreased by -4.38% | Sep 30, 23 |
| 14 | iShares Core S&P 500 ETF | 802.17K (1.00%) | 480.00 Increased by +0.06% | Dec 29, 23 |
| 15 | Eaton Vance Atlanta Capital SMID-Cap I | 778.47K (0.97%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 16 | JHancock Disciplined Value Mid Cap I | 769.98K (0.96%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 17 | Vanguard Value Index Inv | 690.70K (0.86%) | 1.72K Increased by +0.25% | Nov 30, 23 |
| 18 | Vanguard Mid-Cap Value ETF | 648.63K (0.81%) | -2.87K Decreased by -0.44% | Nov 30, 23 |
| 19 | MFS Mid Cap Value Equity | 557.68K (0.70%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 20 | MFS Mid Cap Value A | 556.59K (0.70%) | -1.09K Decreased by -0.20% | Nov 30, 23 |