| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKE | 1000.00% |
| 2 | IWR | 1000.00% |
| 3 | IYY | 1000.00% |
| 4 | JKD | 1000.00% |
| 5 | IWP | 1000.00% |
| 6 | IWF | 1000.00% |
| 7 | IWB | 1000.00% |
| 8 | IUSG | 1000.00% |
| 9 | ITOT | 1000.00% |
| 10 | IMCG | 1000.00% |
| 11 | IMCB | 1000.00% |
| 12 | ILCG | 1000.00% |
| 13 | ILCB | 1000.00% |
| 14 | IYC | 1000.00% |
| 15 | JKG | 1000.00% |
| 16 | IWV | 1000.00% |
| 17 | BETZ | 5.81% |
| 18 | BJK | 3.47% |
| 19 | OPPX | 1.81% |
| 20 | RFG | 1.33% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Capital Research Global Investors | 6.78M (9.99%) | 794.91K Increased by +11.73% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 6.69M (9.86%) | 56.32K Increased by +0.84% | Sep 30, 23 |
| 3 | FMR Inc | 6.38M (9.40%) | -356.79K Decreased by -5.60% | Sep 30, 23 |
| 4 | BlackRock Inc | 6.08M (8.95%) | 99.81K Increased by +1.64% | Sep 30, 23 |
| 5 | Capital Research & Mgmt Co - Division 3 | 2.25M (3.31%) | 2.25M Increased by +100.00% | Sep 30, 23 |
| 6 | State Street Corporation | 1.87M (2.75%) | 28.69K Increased by +1.54% | Sep 30, 23 |
| 7 | Schroder Investment Management Group | 1.75M (2.58%) | -311.56K Decreased by -17.77% | Sep 30, 23 |
| 8 | London Company of Virginia | 1.70M (2.51%) | -83.47K Decreased by -4.90% | Sep 30, 23 |
| 9 | ArrowMark Colorado Holdings, LLC (ArrowMark Partners) | 1.18M (1.74%) | 98.21K Increased by +8.30% | Sep 30, 23 |
| 10 | Geode Capital Management, LLC | 1.10M (1.62%) | 45.89K Increased by +4.18% | Sep 30, 23 |
| 11 | Ameriprise Financial Inc | 1.09M (1.60%) | 83.21K Increased by +7.66% | Sep 30, 23 |
| 12 | Brown Advisory Holdings Inc | 738.72K (1.09%) | -4.38K Decreased by -0.59% | Sep 30, 23 |
| 13 | T. Rowe Price Associates, Inc. | 735.19K (1.08%) | 8.70K Increased by +1.18% | Sep 30, 23 |
| 14 | Bank of New York Mellon Corp | 668.86K (0.99%) | 32.75K Increased by +4.90% | Sep 30, 23 |
| 15 | Jennison Associates LLC | 623.26K (0.92%) | -99.37K Decreased by -15.94% | Sep 30, 23 |
| 16 | Nitorum Capital, L.P. | 585.37K (0.86%) | -9.02K Decreased by -1.54% | Sep 30, 23 |
| 17 | Hudson Way Capital Management LLC | 542.93K (0.80%) | 71.86K Increased by +13.23% | Sep 30, 23 |
| 18 | Charles Schwab Investment Management Inc | 516.25K (0.76%) | -146.60K Decreased by -28.40% | Sep 30, 23 |
| 19 | Northern Trust Corp | 490.50K (0.72%) | 1.87K Increased by +0.38% | Sep 30, 23 |
| 20 | Baird Financial Group, Inc. | 471.36K (0.69%) | 126.05K Increased by +26.74% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Capital Group AMCAP Composite | 4.85M (7.15%) | 2.04M Increased by +41.98% | Sep 30, 23 |
| 2 | VA CollegeAmerica Amcap 529A | 4.85M (7.15%) | 2.04M Increased by +41.98% | Sep 30, 23 |
| 3 | American Funds Growth Fund of Amer A | 2.39M (3.53%) | 33.08K Increased by +1.38% | Sep 30, 23 |
| 4 | Capital Group Growth Fnd of Amer Comp | 2.39M (3.53%) | 33.08K Increased by +1.38% | Sep 30, 23 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 2.11M (3.11%) | 2.74K Increased by +0.13% | Nov 30, 23 |
| 6 | iShares Core S&P Mid-Cap ETF | 2.06M (3.04%) | -373.00 Decreased by -0.02% | Dec 29, 23 |
| 7 | Vanguard Small Cap Index | 1.74M (2.57%) | 6.97K Increased by +0.40% | Nov 30, 23 |
| 8 | Fidelity® OTC | 1.32M (1.94%) | -20.90K Decreased by -1.59% | Nov 30, 23 |
| 9 | Touchstone Mid Cap Y | 1.13M (1.66%) | 14.50K Increased by +1.29% | Sep 30, 23 |
| 10 | American Funds IS® Growth-Income 1 | 1.12M (1.65%) | 397.94K Increased by +35.57% | Sep 30, 23 |
| 11 | Capital Group Core Equity Composite | 1.12M (1.65%) | 397.94K Increased by +35.57% | Sep 30, 23 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 985.04K (1.45%) | 17.88K Increased by +1.81% | Nov 30, 23 |
| 13 | Vanguard Small Cap Growth Index Inv | 977.25K (1.44%) | 6.08K Increased by +0.62% | Nov 30, 23 |
| 14 | Fidelity® Mid-Cap Stock | 568.11K (0.84%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | SPDR® S&P MIDCAP 400 ETF Trust | 545.58K (0.80%) | -4.69K Decreased by -0.86% | Nov 30, 23 |
| 16 | Vanguard Explorer Inv | 520.94K (0.77%) | 49.54K Increased by +9.51% | Sep 30, 23 |
| 17 | Fidelity® Small Cap Value | 514.69K (0.76%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 18 | Columbia Acorn Inst | 503.53K (0.74%) | 19.17K Increased by +3.81% | Nov 30, 23 |
| 19 | VIP Mid Cap Initial | 472.30K (0.70%) | -84.00K Decreased by -17.79% | Oct 31, 23 |
| 20 | Schroder ISF Global Eq Alp C Acc USD | 459.18K (0.68%) | -7.13K Decreased by -1.55% | Aug 31, 23 |