| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IVW | 1000.00% |
| 2 | JKG | 1000.00% |
| 3 | ITOT | 1000.00% |
| 4 | JKE | 1000.00% |
| 5 | ILCG | 1000.00% |
| 6 | IYY | 1000.00% |
| 7 | IYC | 1000.00% |
| 8 | ILCB | 1000.00% |
| 9 | IWV | 1000.00% |
| 10 | IWR | 1000.00% |
| 11 | IWP | 1000.00% |
| 12 | IWF | 1000.00% |
| 13 | IUSG | 1000.00% |
| 14 | IWB | 1000.00% |
| 15 | IVV | 1000.00% |
| 16 | JKD | 1000.00% |
| 17 | IMCG | 1000.00% |
| 18 | IMCB | 1000.00% |
| 19 | XMMO | 4.58% |
| 20 | PEZ | 3.75% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | FMR Inc | 3.92M (15.41%) | -3.81K Decreased by -0.10% | Sep 30, 23 |
| 2 | BlackRock Inc | 3.00M (11.79%) | 48.07K Increased by +1.60% | Sep 30, 23 |
| 3 | Vanguard Group Inc | 2.46M (9.65%) | -15.71K Decreased by -0.64% | Sep 30, 23 |
| 4 | Morgan Stanley - Brokerage Accounts | 1.17M (4.58%) | 527.55K Increased by +45.23% | Sep 30, 23 |
| 5 | State Street Corporation | 936.14K (3.68%) | 97.55K Increased by +10.42% | Sep 30, 23 |
| 6 | Wellington Management Company LLP | 679.18K (2.67%) | -20.62K Decreased by -3.04% | Sep 30, 23 |
| 7 | Amvescap Plc. | 456.96K (1.80%) | 37.19K Increased by +8.14% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 449.10K (1.77%) | 48.26K Increased by +10.75% | Sep 30, 23 |
| 9 | Steadfast Capital Management LLC | 342.75K (1.35%) | -72.05K Decreased by -21.02% | Sep 30, 23 |
| 10 | American Century Companies Inc | 316.35K (1.24%) | -14.02K Decreased by -4.43% | Sep 30, 23 |
| 11 | DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main | 295.92K (1.16%) | 193.77K Increased by +65.48% | Sep 30, 23 |
| 12 | Congress Asset Management Company, LLP | 284.34K (1.12%) | -15.01K Decreased by -5.28% | Sep 30, 23 |
| 13 | Squarepoint Ops LLC | 273.63K (1.08%) | 124.23K Increased by +45.40% | Sep 30, 23 |
| 14 | Bank of New York Mellon Corp | 261.76K (1.03%) | -12.68K Decreased by -4.84% | Sep 30, 23 |
| 15 | Bank of America Corp | 251.80K (0.99%) | 18.75K Increased by +7.45% | Sep 30, 23 |
| 16 | AllianceBernstein L.P. | 245.96K (0.97%) | -9.86K Decreased by -4.01% | Sep 30, 23 |
| 17 | Northern Trust Corp | 231.53K (0.91%) | 5.97K Increased by +2.58% | Sep 30, 23 |
| 18 | HHG PLC | 231.01K (0.91%) | 21.51K Increased by +9.31% | Sep 30, 23 |
| 19 | Fuller & Thaler Asset Management Inc | 227.45K (0.89%) | -132.43K Decreased by -58.22% | Sep 30, 23 |
| 20 | Principal Financial Group Inc | 207.31K (0.81%) | -16.21K Decreased by -7.82% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 818.41K (3.22%) | 962.00 Increased by +0.12% | Nov 30, 23 |
| 2 | Fidelity Growth Compy Commingled Pl O | 814.50K (3.20%) | 31.70K Increased by +3.89% | Nov 30, 23 |
| 3 | iShares Core S&P Mid-Cap ETF | 780.94K (3.07%) | -141.00 Decreased by -0.02% | Dec 29, 23 |
| 4 | Vanguard Small Cap Index | 676.75K (2.66%) | 2.76K Increased by +0.41% | Nov 30, 23 |
| 5 | Fidelity® Blue Chip Growth | 638.86K (2.51%) | -97.72K Decreased by -15.30% | Nov 30, 23 |
| 6 | Fidelity® Growth Company | 616.75K (2.42%) | 24.95K Increased by +4.05% | Nov 30, 23 |
| 7 | Vanguard Small Cap Growth Index Inv | 379.07K (1.49%) | 2.46K Increased by +0.65% | Nov 30, 23 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 378.21K (1.49%) | 6.69K Increased by +1.77% | Nov 30, 23 |
| 9 | Eaton Vance Atlanta Capital SMID-Cap I | 272.05K (1.07%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | Fidelity® Growth Company K6 | 236.35K (0.93%) | 3.69K Increased by +1.56% | Nov 30, 23 |
| 11 | VIP Mid Cap Initial | 232.64K (0.91%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 12 | iShares MSCI USA Quality Factor ETF | 227.45K (0.89%) | 138.00 Increased by +0.06% | Dec 29, 23 |
| 13 | Fuller & Thaler Behavioral Sm-Cp Eq R6 | 214.81K (0.84%) | -123.20K Decreased by -57.35% | Sep 30, 23 |
| 14 | Fuller & Thaler Behavioral Small-Cap Eq | 214.81K (0.84%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | Janus Henderson Research D | 211.84K (0.83%) | 19.72K Increased by +9.31% | Sep 30, 23 |
| 16 | Janus Henderson US Research Growth Eq | 211.84K (0.83%) | 19.72K Increased by +9.31% | Sep 30, 23 |
| 17 | SPDR® S&P MIDCAP 400 ETF Trust | 209.28K (0.82%) | -1.80K Decreased by -0.86% | Nov 30, 23 |
| 18 | MS INVF Global Opportunity Z | 170.32K (0.67%) | -2.77K Decreased by -1.62% | Sep 30, 23 |
| 19 | iShares S&P Mid-Cap 400 Growth ETF | 170.11K (0.67%) | -241.00 Decreased by -0.14% | Dec 29, 23 |