| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWD | 1000.00% |
| 2 | IWV | 1000.00% |
| 3 | IWS | 1000.00% |
| 4 | IWR | 1000.00% |
| 5 | IWP | 1000.00% |
| 6 | IWF | 1000.00% |
| 7 | IWB | 1000.00% |
| 8 | ILCB | 1000.00% |
| 9 | GLOF | 1000.00% |
| 10 | ILCG | 1000.00% |
| 11 | ILCV | 1000.00% |
| 12 | IMCB | 1000.00% |
| 13 | IMCG | 1000.00% |
| 14 | FOVL | 1000.00% |
| 15 | IMCV | 1000.00% |
| 16 | JKI | 1000.00% |
| 17 | JKG | 1000.00% |
| 18 | ITOT | 1000.00% |
| 19 | JKF | 1000.00% |
| 20 | JKE | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 16.02M (13.26%) | 984.89K Increased by +6.15% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 12.68M (10.50%) | 96.64K Increased by +0.76% | Sep 30, 23 |
| 3 | Wellington Management Company LLP | 8.26M (6.84%) | -1.03M Decreased by -12.44% | Sep 30, 23 |
| 4 | State Street Corporation | 5.05M (4.18%) | 264.68K Increased by +5.24% | Sep 30, 23 |
| 5 | Dimensional Fund Advisors, Inc. | 4.16M (3.44%) | -61.39K Decreased by -1.48% | Sep 30, 23 |
| 6 | FMR Inc | 3.61M (2.99%) | -1.72M Decreased by -47.70% | Sep 30, 23 |
| 7 | AllianceBernstein L.P. | 2.10M (1.74%) | -209.38K Decreased by -9.99% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 2.02M (1.67%) | 5.68K Increased by +0.28% | Sep 30, 23 |
| 9 | Amvescap Plc. | 1.96M (1.62%) | 874.27K Increased by +44.69% | Sep 30, 23 |
| 10 | William Blair Investment Management, LLC | 1.72M (1.43%) | -979.08K Decreased by -56.77% | Sep 30, 23 |
| 11 | Pacer Advisors, INC. | 1.72M (1.42%) | -227.15K Decreased by -13.22% | Sep 30, 23 |
| 12 | Genworth Financial Wealth Mgmt Inc | 1.70M (1.40%) | -56.43K Decreased by -3.33% | Sep 30, 23 |
| 13 | AQR Capital Management LLC | 1.57M (1.30%) | 256.61K Increased by +16.30% | Sep 30, 23 |
| 14 | Southpoint Capital Advisors LP | 1.35M (1.12%) | -250.00K Decreased by -18.52% | Sep 30, 23 |
| 15 | Bank of New York Mellon Corp | 1.33M (1.10%) | -68.56K Decreased by -5.14% | Sep 30, 23 |
| 16 | Morgan Stanley - Brokerage Accounts | 1.30M (1.07%) | 95.25K Increased by +7.34% | Sep 30, 23 |
| 17 | Westfield Capital Management Company, LP | 1.27M (1.05%) | -369.42K Decreased by -29.01% | Sep 30, 23 |
| 18 | Northern Trust Corp | 1.25M (1.04%) | 99.79K Increased by +7.95% | Sep 30, 23 |
| 19 | Anomaly Capital Management, LP | 1.09M (0.90%) | 260.19K Increased by +23.86% | Sep 30, 23 |
| 20 | DENDUR CAPITAL LP | 1.03M (0.86%) | 30.00K Increased by +2.90% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 3.92M (3.24%) | 4.81K Increased by +0.12% | Nov 30, 23 |
| 2 | iShares Core S&P Mid-Cap ETF | 3.85M (3.18%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 3 | Vanguard Small Cap Index | 3.24M (2.68%) | 13.67K Increased by +0.42% | Nov 30, 23 |
| 4 | Vanguard Small Cap Value Index Inv | 2.25M (1.86%) | 5.71K Increased by +0.25% | Nov 30, 23 |
| 5 | Vanguard Institutional Extnd Mkt Idx Tr | 1.81M (1.50%) | 35.84K Increased by +1.98% | Nov 30, 23 |
| 6 | SPDR® S&P 500 ETF Trust | 1.52M (1.26%) | -10.66K Decreased by -0.70% | Dec 31, 23 |
| 7 | Pacer US Cash Cows 100 ETF | 1.49M (1.23%) | 5.91K Increased by +0.40% | Dec 29, 23 |
| 8 | iShares Core S&P 500 ETF | 1.23M (1.02%) | 730.00 Increased by +0.06% | Dec 29, 23 |
| 9 | SPDR® S&P MIDCAP 400 ETF Trust | 1.00M (0.83%) | -8.63K Decreased by -0.86% | Nov 30, 23 |
| 10 | Vanguard Explorer Inv | 849.82K (0.70%) | -147.22K Decreased by -17.32% | Sep 30, 23 |
| 11 | iShares S&P Mid-Cap 400 Growth ETF | 770.44K (0.64%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 12 | American Funds SMALLCAP World A | 760.23K (0.63%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 13 | Global X US Infrastructure Dev ETF | 738.42K (0.61%) | -3.11K Decreased by -0.42% | Dec 29, 23 |
| 14 | State St Russell Sm/Mid Cp® Indx NL Cl C | 729.72K (0.60%) | 12.40K Increased by +1.70% | Nov 30, 23 |
| 15 | Fidelity® Extended Market Index | 673.89K (0.56%) | 8.89K Increased by +1.32% | Nov 30, 23 |
| 16 | Invesco S&P MidCap Quality ETF | 646.97K (0.54%) | 5.54K Increased by +0.86% | Nov 30, 23 |
| 17 | Invesco S&P 500® Equal Weight ETF | 640.49K (0.53%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 18 | State St S&P Midcap® Indx SL Cl II | 591.01K (0.49%) | -10.50K Decreased by -1.78% | Nov 30, 23 |
| 19 | DFA US Targeted Value I | 589.72K (0.49%) | -94.04K Decreased by -15.95% | Oct 31, 23 |
| 20 | State St S&P 500® Indx SL Cl III | 589.60K (0.49%) | 589.60K Increased by +100.00% | Dec 31, 23 |