| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IYY | 1000.00% |
| 2 | IWB | 1000.00% |
| 3 | IWD | 1000.00% |
| 4 | IWF | 1000.00% |
| 5 | JKE | 1000.00% |
| 6 | IWP | 1000.00% |
| 7 | JKD | 1000.00% |
| 8 | IWR | 1000.00% |
| 9 | IWS | 1000.00% |
| 10 | IWV | 1000.00% |
| 11 | ITOT | 1000.00% |
| 12 | IUSG | 1000.00% |
| 13 | IMCG | 1000.00% |
| 14 | IMCB | 1000.00% |
| 15 | ILCG | 1000.00% |
| 16 | ILCB | 1000.00% |
| 17 | JKG | 1000.00% |
| 18 | HAUD | 9.78% |
| 19 | EWA | 7.63% |
| 20 | FLAU | 7.09% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 5.14M (10.68%) | -103.33K Decreased by -2.01% | Sep 30, 23 |
| 2 | BlackRock Inc | 4.74M (9.84%) | -86.64K Decreased by -1.83% | Sep 30, 23 |
| 3 | Morgan Stanley - Brokerage Accounts | 2.58M (5.35%) | 90.60K Increased by +3.51% | Sep 30, 23 |
| 4 | State Street Corporation | 2.38M (4.95%) | -43.76K Decreased by -1.84% | Sep 30, 23 |
| 5 | Allspring Global Investments Holdings, LLC | 1.98M (4.11%) | -85.43K Decreased by -4.31% | Sep 30, 23 |
| 6 | Generation Investment Management LLP | 1.61M (3.34%) | -9.58K Decreased by -0.60% | Sep 30, 23 |
| 7 | Fiduciary Management, Inc. of Milwaukee | 1.34M (2.78%) | -19.53K Decreased by -1.46% | Sep 30, 23 |
| 8 | JPMorgan Chase & Co | 1.18M (2.46%) | -45.02K Decreased by -3.80% | Sep 30, 23 |
| 9 | Franklin Resources Inc | 1.15M (2.38%) | -7.83K Decreased by -0.68% | Sep 30, 23 |
| 10 | Harris Associates L.P. | 970.55K (2.02%) | -146.38K Decreased by -15.08% | Sep 30, 23 |
| 11 | Geode Capital Management, LLC | 845.48K (1.76%) | 4.51K Increased by +0.53% | Sep 30, 23 |
| 12 | FMR Inc | 829.65K (1.72%) | 12.55K Increased by +1.51% | Sep 30, 23 |
| 13 | Dimensional Fund Advisors, Inc. | 808.09K (1.68%) | -5.50K Decreased by -0.68% | Sep 30, 23 |
| 14 | Bessemer Group Inc | 692.96K (1.44%) | -98.31K Decreased by -14.19% | Sep 30, 23 |
| 15 | Ninety One UK Limited | 527.76K (1.10%) | 523.90K Increased by +99.27% | Sep 30, 23 |
| 16 | Bank of New York Mellon Corp | 527.68K (1.10%) | -25.97K Decreased by -4.92% | Sep 30, 23 |
| 17 | CI Private Wealth LLC | 485.55K (1.01%) | -65.62K Decreased by -13.51% | Sep 30, 23 |
| 18 | Sam Sustainable Asset Management Ltd | 470.00K (0.98%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 19 | HHG PLC | 442.07K (0.92%) | -2.04K Decreased by -0.46% | Sep 30, 23 |
| 20 | Northern Trust Corp | 438.62K (0.91%) | -5.82K Decreased by -1.33% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Eaton Vance Atlanta Capital SMID-Cap I | 1.69M (3.51%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.56M (3.25%) | 1.85K Increased by +0.12% | Nov 30, 23 |
| 3 | iShares Core S&P Mid-Cap ETF | 1.48M (3.07%) | -268.00 Decreased by -0.02% | Dec 29, 23 |
| 4 | Allspring Special US Mid Cap Value Eq | 1.47M (3.06%) | -21.10K Decreased by -1.43% | Sep 30, 23 |
| 5 | Allspring Special Mid Cap Value Inst | 1.42M (2.95%) | -50.10K Decreased by -3.52% | Dec 31, 23 |
| 6 | Vanguard Small Cap Index | 1.29M (2.68%) | 5.25K Increased by +0.41% | Nov 30, 23 |
| 7 | Franklin Rising Dividends A | 1.02M (2.11%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 8 | Franklin Rising Dividends Fund A | 1.02M (2.11%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 9 | Vanguard Small Cap Value Index Inv | 898.43K (1.87%) | 2.38K Increased by +0.26% | Nov 30, 23 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 723.78K (1.50%) | 13.05K Increased by +1.80% | Nov 30, 23 |
| 11 | JPM US Mid Cap Value-MA | 506.47K (1.05%) | 504.96K Increased by +99.70% | Sep 30, 23 |
| 12 | JPMorgan Mid Cap Value L | 506.47K (1.05%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 13 | JPM US Mid Cap Value-Composite | 496.91K (1.03%) | -9.56K Decreased by -1.92% | Dec 31, 23 |
| 14 | SPDR® S&P Dividend ETF | 477.75K (0.99%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 15 | RobecoSAM Smart Energy Eqs F EUR | 430.00K (0.89%) | -30.00K Decreased by -6.98% | Nov 30, 23 |
| 16 | Pacer US Cash Cows 100 ETF | 410.63K (0.85%) | 1.62K Increased by +0.40% | Dec 29, 23 |
| 17 | SPDR® S&P MIDCAP 400 ETF Trust | 399.74K (0.83%) | -3.44K Decreased by -0.86% | Nov 30, 23 |
| 18 | Harris Assoc. Oakmark Eq & Inc CIT | 377.95K (0.78%) | -141.60K Decreased by -37.46% | Sep 30, 23 |
| 19 | Oakmark Equity And Income Investor | 377.95K (0.78%) | -141.60K Decreased by -37.46% | Sep 30, 23 |
| 20 | iShares S&P Mid-Cap 400 Growth ETF | 321.85K (0.67%) | -454.00 Decreased by -0.14% | Dec 29, 23 |