| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ILCV | 1000.00% |
| 2 | IMCV | 1000.00% |
| 3 | IMCG | 1000.00% |
| 4 | IMCB | 1000.00% |
| 5 | JKI | 1000.00% |
| 6 | JKG | 1000.00% |
| 7 | JKF | 1000.00% |
| 8 | ILCB | 1000.00% |
| 9 | JKE | 1000.00% |
| 10 | JKD | 1000.00% |
| 11 | IYY | 1000.00% |
| 12 | IYC | 1000.00% |
| 13 | IWV | 1000.00% |
| 14 | IWS | 1000.00% |
| 15 | IWR | 1000.00% |
| 16 | ILCG | 1000.00% |
| 17 | IWD | 1000.00% |
| 18 | IWB | 1000.00% |
| 19 | IUSV | 1000.00% |
| 20 | ITOT | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | FMR Inc | 16.01M (12.12%) | 4.55M Increased by +28.41% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 13.38M (10.12%) | -23.13K Decreased by -0.17% | Sep 30, 23 |
| 3 | BlackRock Inc | 11.81M (8.93%) | -3.67K Decreased by -0.03% | Sep 30, 23 |
| 4 | Amundi | 5.14M (3.89%) | 1.48M Increased by +28.75% | Sep 30, 23 |
| 5 | Victory Capital Management Inc. | 4.55M (3.44%) | 826.59K Increased by +18.18% | Sep 30, 23 |
| 6 | Morgan Stanley - Brokerage Accounts | 3.94M (2.98%) | 369.32K Increased by +9.37% | Sep 30, 23 |
| 7 | River Road Asset Management, LLC | 3.88M (2.94%) | 217.75K Increased by +5.61% | Sep 30, 23 |
| 8 | ClearBridge Advisors, LLC | 3.83M (2.90%) | -202.46K Decreased by -5.29% | Sep 30, 23 |
| 9 | State Street Corporation | 3.82M (2.89%) | -15.75K Decreased by -0.41% | Sep 30, 23 |
| 10 | Putnam Investments LLC | 3.50M (2.65%) | 560.00 Increased by +0.02% | Sep 30, 23 |
| 11 | JPMorgan Chase & Co | 3.28M (2.48%) | 310.13K Increased by +9.46% | Sep 30, 23 |
| 12 | Bessemer Group Inc | 3.03M (2.29%) | -50.12K Decreased by -1.65% | Sep 30, 23 |
| 13 | Fiduciary Management, Inc. of Milwaukee | 2.14M (1.62%) | 31.51K Increased by +1.47% | Sep 30, 23 |
| 14 | Thrivent Financial For Lutherans | 2.12M (1.61%) | 271.63K Increased by +12.80% | Sep 30, 23 |
| 15 | Geode Capital Management, LLC | 2.00M (1.52%) | 37.38K Increased by +1.87% | Sep 30, 23 |
| 16 | Bank of America Corp | 1.80M (1.36%) | 84.79K Increased by +4.72% | Sep 30, 23 |
| 17 | Ameriprise Financial Inc | 1.69M (1.28%) | 467.57K Increased by +27.69% | Sep 30, 23 |
| 18 | Artisan Partners Limited Partnership | 1.67M (1.26%) | 9.07K Increased by +0.54% | Sep 30, 23 |
| 19 | Lord, Abbett & Co LLC | 1.64M (1.24%) | 134.75K Increased by +8.23% | Sep 30, 23 |
| 20 | Citadel Advisors Llc | 1.62M (1.23%) | 1.05M Increased by +64.65% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 4.20M (3.18%) | 5.34K Increased by +0.13% | Nov 30, 23 |
| 2 | iShares Core S&P Mid-Cap ETF | 4.06M (3.07%) | -735.00 Decreased by -0.02% | Dec 29, 23 |
| 3 | Vanguard Small Cap Index | 3.48M (2.63%) | 14.44K Increased by +0.41% | Nov 30, 23 |
| 4 | Victory Sycamore Established Value R | 2.98M (2.26%) | 650.00K Increased by +21.78% | Sep 30, 23 |
| 5 | Pioneer US Large Core Equity | 2.66M (2.01%) | 2.63M Increased by +98.82% | Dec 31, 23 |
| 6 | Pioneer A | 2.57M (1.94%) | 18.00K Increased by +0.70% | Nov 30, 23 |
| 7 | Vanguard Small Cap Value Index Inv | 2.42M (1.83%) | 4.76K Increased by +0.20% | Nov 30, 23 |
| 8 | ClearBridge Small Cap Growth A | 1.98M (1.50%) | -94.97K Decreased by -4.79% | Sep 30, 23 |
| 9 | Putnam Large Cap Value A | 1.98M (1.50%) | 39.81K Increased by +2.01% | Dec 31, 23 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 1.94M (1.47%) | 38.05K Increased by +1.96% | Nov 30, 23 |
| 11 | Putnam US Large Cap Value Equity | 1.94M (1.47%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 12 | ClearBridge Small Cap Growth | 1.67M (1.26%) | -220.30K Decreased by -13.22% | Nov 30, 23 |
| 13 | Select Retailing | 1.58M (1.19%) | 100.00K Increased by +6.34% | Nov 30, 23 |
| 14 | Vanguard Explorer Inv | 1.56M (1.18%) | -164.24K Decreased by -10.53% | Sep 30, 23 |
| 15 | Fidelity® Low-Priced Stock | 1.51M (1.14%) | -1.57K Decreased by -0.10% | Oct 31, 23 |
| 16 | Fidelity® Select Retailing | 1.48M (1.12%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 17 | Amundi Fds US Pioneer A USD C | 1.28M (0.97%) | -5.71K Decreased by -0.44% | Nov 30, 23 |
| 18 | JPM US Small Cap Core-Composite | 1.13M (0.86%) | -14.50K Decreased by -1.28% | Dec 31, 23 |
| 19 | JPMorgan Small Cap Equity A | 1.13M (0.86%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | Fidelity® VIP Mid Cap Initial | 1.12M (0.85%) | 0.00 Increased by 0.00% | Oct 31, 23 |