| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ILCB | 1000.00% |
| 2 | IVW | 1000.00% |
| 3 | IVV | 1000.00% |
| 4 | IVE | 1000.00% |
| 5 | IUSV | 1000.00% |
| 6 | IUSG | 1000.00% |
| 7 | ITOT | 1000.00% |
| 8 | IMCG | 1000.00% |
| 9 | IMCB | 1000.00% |
| 10 | ILCG | 1000.00% |
| 11 | JKG | 1000.00% |
| 12 | JKE | 1000.00% |
| 13 | JKD | 1000.00% |
| 14 | IYY | 1000.00% |
| 15 | IWV | 1000.00% |
| 16 | IWS | 1000.00% |
| 17 | IWR | 1000.00% |
| 18 | IWP | 1000.00% |
| 19 | IWF | 1000.00% |
| 20 | IWD | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 3.86M (10.66%) | -88.47K Decreased by -2.29% | Sep 30, 23 |
| 2 | BlackRock Inc | 3.10M (8.56%) | -126.01K Decreased by -4.07% | Sep 30, 23 |
| 3 | T. Rowe Price Investment Management,Inc. | 2.29M (6.32%) | 51.25K Increased by +2.24% | Sep 30, 23 |
| 4 | Principal Financial Group Inc | 1.70M (4.71%) | 68.32K Increased by +4.01% | Sep 30, 23 |
| 5 | State Street Corporation | 1.50M (4.15%) | -30.56K Decreased by -2.03% | Sep 30, 23 |
| 6 | FMR Inc | 1.43M (3.95%) | 197.41K Increased by +13.82% | Sep 30, 23 |
| 7 | JPMorgan Chase & Co | 1.07M (2.95%) | 156.88K Increased by +14.68% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 813.21K (2.25%) | 13.08K Increased by +1.61% | Sep 30, 23 |
| 9 | Morgan Stanley - Brokerage Accounts | 681.58K (1.88%) | -37.94K Decreased by -5.57% | Sep 30, 23 |
| 10 | Marshfield Associates | 632.76K (1.75%) | 10.26K Increased by +1.62% | Sep 30, 23 |
| 11 | Renaissance Technologies Corp | 481.82K (1.33%) | -389.50K Decreased by -80.84% | Sep 30, 23 |
| 12 | Van Eck Associates Corporation | 449.54K (1.24%) | -327.02K Decreased by -72.74% | Sep 30, 23 |
| 13 | Thrivent Financial For Lutherans | 442.76K (1.22%) | -2.82K Decreased by -0.64% | Sep 30, 23 |
| 14 | Northern Trust Corp | 381.44K (1.05%) | 32.82K Increased by +8.60% | Sep 30, 23 |
| 15 | Nuveen Asset Management, LLC | 356.99K (0.99%) | -21.05K Decreased by -5.90% | Sep 30, 23 |
| 16 | Adage Capital Partners Gp LLC | 354.59K (0.98%) | -220.95K Decreased by -62.31% | Sep 30, 23 |
| 17 | Bank of New York Mellon Corp | 343.61K (0.95%) | -41.09K Decreased by -11.96% | Sep 30, 23 |
| 18 | Millennium Management LLC | 333.38K (0.92%) | 296.65K Increased by +88.98% | Sep 30, 23 |
| 19 | Amvescap Plc. | 322.19K (0.89%) | -48.02K Decreased by -14.90% | Sep 30, 23 |
| 20 | Capital World Investors | 317.58K (0.88%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Principal MidCap R5 | 1.20M (3.31%) | -1.66K Decreased by -0.14% | Nov 30, 23 |
| 2 | Principal Aligned MidCap Equity | 1.19M (3.30%) | 12.83K Increased by +1.07% | Sep 30, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 1.10M (3.03%) | 1.33K Increased by +0.12% | Nov 30, 23 |
| 4 | T. Rowe Price Mid-Cap Growth | 1.08M (2.99%) | 25.49K Increased by +2.36% | Sep 30, 23 |
| 5 | T. Rowe Price US Mid-Cap Growth Equity | 1.08M (2.99%) | 25.49K Increased by +2.36% | Sep 30, 23 |
| 6 | Vanguard Institutional 500 Index Trust | 855.42K (2.36%) | 8.22K Increased by +0.96% | Nov 30, 23 |
| 7 | Vanguard Mid Cap Index Institutional | 798.01K (2.21%) | 1.49K Increased by +0.19% | Nov 30, 23 |
| 8 | VanEck Morningstar Wide Moat ETF | 452.81K (1.25%) | 306.00 Increased by +0.07% | Nov 30, 23 |
| 9 | SPDR® S&P 500 ETF Trust | 433.76K (1.20%) | -3.07K Decreased by -0.71% | Dec 31, 23 |
| 10 | VanEck Morningstar Wide Moat | 425.29K (1.18%) | -315.04K Decreased by -74.08% | Sep 30, 23 |
| 11 | Fidelity® 500 Index | 408.94K (1.13%) | 2.60K Increased by +0.64% | Nov 30, 23 |
| 12 | iShares Core S&P 500 ETF | 347.56K (0.96%) | 210.00 Increased by +0.06% | Dec 29, 23 |
| 13 | JPM US Mid Cap Growth-MA | 334.46K (0.92%) | 225.46K Increased by +67.41% | Sep 30, 23 |
| 14 | JPMorgan Mid Cap Growth I | 333.21K (0.92%) | -1.25K Decreased by -0.38% | Nov 30, 23 |
| 15 | Vanguard Growth Index Investor | 309.13K (0.85%) | 1.68K Increased by +0.54% | Nov 30, 23 |
| 16 | Marshfield Core Value Equity | 262.32K (0.72%) | 42.14K Increased by +16.06% | Sep 30, 23 |
| 17 | iShares MSCI USA Min Vol Factor ETF | 262.18K (0.72%) | -77.00 Decreased by -0.03% | Dec 29, 23 |
| 18 | T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z | 253.56K (0.70%) | 16.96K Increased by +6.69% | Sep 30, 23 |
| 19 | Invesco S&P 500® Equal Weight ETF | 239.73K (0.66%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 20 | Vanguard Institutional Index I | 234.14K (0.65%) | 15.00 Increased by +0.01% | Nov 30, 23 |