| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWR | 1000.00% |
| 2 | JKI | 1000.00% |
| 3 | JKG | 1000.00% |
| 4 | JKF | 1000.00% |
| 5 | JKE | 1000.00% |
| 6 | JKD | 1000.00% |
| 7 | IYY | 1000.00% |
| 8 | ILCB | 1000.00% |
| 9 | ILCG | 1000.00% |
| 10 | ILCV | 1000.00% |
| 11 | IMCB | 1000.00% |
| 12 | IMCG | 1000.00% |
| 13 | IMCV | 1000.00% |
| 14 | ITOT | 1000.00% |
| 15 | IWV | 1000.00% |
| 16 | IUSG | 1000.00% |
| 17 | IUSV | 1000.00% |
| 18 | IWB | 1000.00% |
| 19 | IWD | 1000.00% |
| 20 | IWS | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 12.18M (10.54%) | 293.74K Increased by +2.41% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 11.65M (10.08%) | -49.94K Decreased by -0.43% | Sep 30, 23 |
| 3 | HHG PLC | 5.13M (4.44%) | -629.52K Decreased by -12.26% | Sep 30, 23 |
| 4 | Victory Capital Management Inc. | 4.79M (4.14%) | 418.22K Increased by +8.74% | Sep 30, 23 |
| 5 | FMR Inc | 3.78M (3.27%) | 298.77K Increased by +7.91% | Sep 30, 23 |
| 6 | State Street Corporation | 3.73M (3.23%) | 24.23K Increased by +0.65% | Sep 30, 23 |
| 7 | Nuveen Asset Management, LLC | 3.55M (3.07%) | 20.09K Increased by +0.57% | Sep 30, 23 |
| 8 | William Blair Investment Management, LLC | 3.15M (2.73%) | -161.85K Decreased by -5.14% | Sep 30, 23 |
| 9 | Impactive Capital LP | 2.96M (2.56%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 10 | Massachusetts Financial Services Company | 2.35M (2.03%) | -23.77K Decreased by -1.01% | Sep 30, 23 |
| 11 | The Toronto-Dominion Bank | 2.21M (1.92%) | 654.08K Increased by +29.54% | Sep 30, 23 |
| 12 | Impax Asset Management Group PLC | 1.88M (1.63%) | -164.71K Decreased by -8.76% | Sep 30, 23 |
| 13 | Geode Capital Management, LLC | 1.75M (1.52%) | 41.45K Increased by +2.36% | Sep 30, 23 |
| 14 | Capital World Investors | 1.47M (1.27%) | -1.33M Decreased by -90.46% | Sep 30, 23 |
| 15 | Franklin Resources Inc | 1.45M (1.25%) | -468.80K Decreased by -32.35% | Sep 30, 23 |
| 16 | HSBC Holdings PLC | 1.41M (1.22%) | 450.09K Increased by +31.82% | Sep 30, 23 |
| 17 | Dimensional Fund Advisors, Inc. | 1.28M (1.10%) | 29.07K Increased by +2.28% | Sep 30, 23 |
| 18 | Bank of New York Mellon Corp | 1.22M (1.06%) | 12.58K Increased by +1.03% | Sep 30, 23 |
| 19 | Morgan Stanley - Brokerage Accounts | 1.16M (1.00%) | -70.45K Decreased by -6.07% | Sep 30, 23 |
| 20 | Neuberger Berman Group LLC | 1.12M (0.97%) | 21.94K Increased by +1.96% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 3.78M (3.27%) | 4.49K Increased by +0.12% | Nov 30, 23 |
| 2 | iShares Core S&P Mid-Cap ETF | 3.66M (3.17%) | -663.00 Decreased by -0.02% | Dec 29, 23 |
| 3 | Victory Sycamore Established Value R | 3.36M (2.91%) | 297.00K Increased by +8.83% | Sep 30, 23 |
| 4 | Vanguard Mid Cap Index Institutional | 2.74M (2.37%) | 2.01K Increased by +0.07% | Nov 30, 23 |
| 5 | Janus Henderson Contrarian D | 2.58M (2.24%) | -267.71K Decreased by -10.37% | Sep 30, 23 |
| 6 | Janus Henderson US Opportunistic Alpha | 2.58M (2.24%) | -267.71K Decreased by -10.37% | Sep 30, 23 |
| 7 | Janus Henderson Triton D | 1.77M (1.53%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 8 | Janus Henderson US SMID Cap Growth | 1.77M (1.53%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 1.74M (1.51%) | 38.55K Increased by +2.21% | Nov 30, 23 |
| 10 | CREF Stock R1 | 1.73M (1.50%) | -38.98K Decreased by -2.25% | Nov 30, 23 |
| 11 | American Funds Fundamental Invs A | 1.46M (1.26%) | -1.32M Decreased by -90.68% | Sep 30, 23 |
| 12 | Capital Group Fundamental Invtrs Comp | 1.46M (1.26%) | -1.32M Decreased by -90.68% | Sep 30, 23 |
| 13 | Impax Leaders Strategy Composite | 1.45M (1.25%) | 5.86K Increased by +0.40% | Oct 31, 23 |
| 14 | Vanguard Value Index Inv | 1.04M (0.90%) | 9.54K Increased by +0.92% | Nov 30, 23 |
| 15 | MFS Mid Cap Value Equity | 1.03M (0.89%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 16 | MFS Mid Cap Value A | 1.03M (0.89%) | -2.01K Decreased by -0.20% | Nov 30, 23 |
| 17 | Vanguard Mid-Cap Value ETF | 971.13K (0.84%) | -4.31K Decreased by -0.44% | Nov 30, 23 |
| 18 | SPDR® S&P MIDCAP 400 ETF Trust | 966.12K (0.84%) | -8.31K Decreased by -0.86% | Nov 30, 23 |
| 19 | CREF Global Equities R1 | 914.19K (0.79%) | -142.00 Decreased by -0.02% | Nov 30, 23 |
| 20 | Fidelity Equity-Income | 765.41K (0.66%) | 10.00K Increased by +1.31% | Nov 30, 23 |