| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IUSG | 1000.00% |
| 2 | IMCB | 1000.00% |
| 3 | IWD | 1000.00% |
| 4 | IWB | 1000.00% |
| 5 | IMCV | 1000.00% |
| 6 | IUSV | 1000.00% |
| 7 | ITOT | 1000.00% |
| 8 | HDV | 1000.00% |
| 9 | ILCB | 1000.00% |
| 10 | ILCV | 1000.00% |
| 11 | JKI | 1000.00% |
| 12 | JKG | 1000.00% |
| 13 | JKF | 1000.00% |
| 14 | JKD | 1000.00% |
| 15 | IYY | 1000.00% |
| 16 | IYG | 1000.00% |
| 17 | IYF | 1000.00% |
| 18 | IWV | 1000.00% |
| 19 | IWS | 1000.00% |
| 20 | IWR | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 23.12M (9.36%) | -1.41M Decreased by -6.11% | Sep 30, 23 |
| 2 | BlackRock Inc | 21.69M (8.78%) | -224.03K Decreased by -1.03% | Sep 30, 23 |
| 3 | Capital World Investors | 19.97M (8.08%) | 1.32M Increased by +6.59% | Sep 30, 23 |
| 4 | Morgan Stanley - Brokerage Accounts | 18.02M (7.30%) | -1.54M Decreased by -8.52% | Sep 30, 23 |
| 5 | Alkeon Capital Management, LLC | 11.43M (4.63%) | -694.35K Decreased by -6.07% | Sep 30, 23 |
| 6 | Vulcan Value Partners, LLC | 9.81M (3.97%) | -1.43M Decreased by -14.55% | Sep 30, 23 |
| 7 | William Blair Investment Management, LLC | 8.88M (3.59%) | 3.52M Increased by +39.71% | Sep 30, 23 |
| 8 | Ariel Investments, LLC | 6.36M (2.58%) | 918.11K Increased by +14.43% | Sep 30, 23 |
| 9 | State Street Corporation | 5.27M (2.13%) | 122.98K Increased by +2.33% | Sep 30, 23 |
| 10 | Beutel, Goodman & Company Ltd. | 4.34M (1.75%) | -290.00 Decreased by -0.01% | Sep 30, 23 |
| 11 | Legal & General Group PLC | 3.75M (1.52%) | 2.09K Increased by +0.06% | Sep 30, 23 |
| 12 | Ameriprise Financial Inc | 3.60M (1.46%) | -88.13K Decreased by -2.45% | Sep 30, 23 |
| 13 | Geode Capital Management, LLC | 3.40M (1.38%) | 46.69K Increased by +1.37% | Sep 30, 23 |
| 14 | Security Benefit Life Insurance Co | 2.62M (1.06%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 15 | T. Rowe Price Associates, Inc. | 2.42M (0.98%) | -996.28K Decreased by -41.20% | Sep 30, 23 |
| 16 | Dimensional Fund Advisors, Inc. | 2.28M (0.92%) | 35.90K Increased by +1.57% | Sep 30, 23 |
| 17 | FMR Inc | 2.13M (0.86%) | 211.21K Increased by +9.89% | Sep 30, 23 |
| 18 | Centaur Performance Group, LLC | 2.05M (0.83%) | -161.90K Decreased by -7.88% | Sep 30, 23 |
| 19 | BAMCO Inc | 2.02M (0.82%) | -128.50K Decreased by -6.37% | Sep 30, 23 |
| 20 | Bank of New York Mellon Corp | 1.80M (0.73%) | -15.83K Decreased by -0.88% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | American Funds Income Fund of Amer A | 13.61M (5.51%) | 1.31M Increased by +9.59% | Sep 30, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 7.35M (2.97%) | 8.92K Increased by +0.12% | Nov 30, 23 |
| 3 | iShares Core S&P Mid-Cap ETF | 6.57M (2.66%) | -1.19K Decreased by -0.02% | Dec 29, 23 |
| 4 | Vanguard Small Cap Index | 6.06M (2.45%) | 26.41K Increased by +0.44% | Nov 30, 23 |
| 5 | American Funds Washington Mutual A | 4.73M (1.92%) | 103.46K Increased by +2.19% | Sep 30, 23 |
| 6 | Capital Group Wash Mutual Invtrs Comp | 4.73M (1.92%) | 103.46K Increased by +2.19% | Sep 30, 23 |
| 7 | BlackRock Equity Dividend Instl | 4.38M (1.77%) | -73.74K Decreased by -1.68% | Nov 30, 23 |
| 8 | Vanguard Small Cap Value Index Inv | 4.21M (1.70%) | 8.53K Increased by +0.20% | Nov 30, 23 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 3.13M (1.27%) | 68.23K Increased by +2.18% | Nov 30, 23 |
| 10 | Vulcan Value Partners Large Cap Value | 2.65M (1.07%) | -482.32K Decreased by -18.17% | Dec 31, 23 |
| 11 | Ariel Fund Investor | 2.17M (0.88%) | -78.69K Decreased by -3.63% | Dec 31, 23 |
| 12 | Vulcan Value Partners Focus | 2.12M (0.86%) | -113.47K Decreased by -5.36% | Dec 31, 23 |
| 13 | Columbia Focused Mid Cap Value | 1.84M (0.74%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 14 | SPDR® S&P MIDCAP 400 ETF Trust | 1.72M (0.70%) | 1.72M Increased by +100.00% | Nov 30, 23 |
| 15 | Columbia Select Mid Cap Value Instl | 1.69M (0.68%) | -150.00K Decreased by -8.90% | Nov 30, 23 |
| 16 | Baron Growth Retail | 1.60M (0.65%) | -60.00K Decreased by -3.75% | Dec 31, 23 |
| 17 | Baron Small Cap Growth Strategy | 1.60M (0.65%) | -60.00K Decreased by -3.75% | Dec 31, 23 |
| 18 | iShares S&P Mid-Cap 400 Value ETF | 1.33M (0.54%) | -1.02K Decreased by -0.08% | Nov 30, 23 |
| 19 | William Blair Small-Mid Cap Growth CIT | 1.24M (0.50%) | 303.52K Increased by +24.38% | Nov 30, 23 |
| 20 | Vulcan Value Partners | 1.24M (0.50%) | -126.25K Decreased by -10.21% | Sep 30, 23 |