| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ITOT | 1000.00% |
| 2 | IWB | 1000.00% |
| 3 | IVW | 1000.00% |
| 4 | IVV | 1000.00% |
| 5 | IUSG | 1000.00% |
| 6 | IGM | 1000.00% |
| 7 | ILCB | 1000.00% |
| 8 | ILCG | 1000.00% |
| 9 | IMCB | 1000.00% |
| 10 | IMCG | 1000.00% |
| 11 | IRBO | 1000.00% |
| 12 | JKG | 1000.00% |
| 13 | JKE | 1000.00% |
| 14 | JKD | 1000.00% |
| 15 | IYY | 1000.00% |
| 16 | IYW | 1000.00% |
| 17 | IXN | 1000.00% |
| 18 | IWV | 1000.00% |
| 19 | IWR | 1000.00% |
| 20 | IWP | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 16.77M (12.63%) | 6.25M Increased by +37.25% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 14.76M (11.11%) | -357.91K Decreased by -2.43% | Sep 30, 23 |
| 3 | Capital Research & Mgmt Co - Division 3 | 11.96M (9.00%) | -1.45M Decreased by -12.16% | Sep 30, 23 |
| 4 | Starboard Value LP | 9.96M (7.50%) | -78.15K Decreased by -0.78% | Sep 30, 23 |
| 5 | HHG PLC | 7.90M (5.95%) | 438.50K Increased by +5.55% | Sep 30, 23 |
| 6 | Ameriprise Financial Inc | 6.36M (4.79%) | 561.61K Increased by +8.83% | Sep 30, 23 |
| 7 | Morgan Stanley - Brokerage Accounts | 6.26M (4.71%) | -57.52K Decreased by -0.92% | Sep 30, 23 |
| 8 | State Street Corporation | 5.34M (4.02%) | 1.55M Increased by +28.97% | Sep 30, 23 |
| 9 | FMR Inc | 3.00M (2.26%) | -550.95K Decreased by -18.36% | Sep 30, 23 |
| 10 | JPMorgan Chase & Co | 2.37M (1.78%) | -59.98K Decreased by -2.53% | Sep 30, 23 |
| 11 | Geode Capital Management, LLC | 2.15M (1.62%) | 46.73K Increased by +2.17% | Sep 30, 23 |
| 12 | Jacobs Levy Equity Management, Inc. | 1.66M (1.25%) | 695.90K Increased by +41.81% | Sep 30, 23 |
| 13 | Bank of America Corp | 1.54M (1.16%) | -122.28K Decreased by -7.96% | Sep 30, 23 |
| 14 | Bank of New York Mellon Corp | 1.44M (1.08%) | 674.72K Increased by +47.01% | Sep 30, 23 |
| 15 | Northern Trust Corp | 1.40M (1.05%) | 375.57K Increased by +26.91% | Sep 30, 23 |
| 16 | Neuberger Berman Group LLC | 1.38M (1.04%) | -137.16K Decreased by -9.95% | Sep 30, 23 |
| 17 | First Trust Advisors L.P. | 1.27M (0.96%) | 14.96K Increased by +1.18% | Sep 30, 23 |
| 18 | Charles Schwab Investment Management Inc | 1.11M (0.83%) | -5.33K Decreased by -0.48% | Sep 30, 23 |
| 19 | Freshford Capital Management LLC | 1.05M (0.79%) | -20.80K Decreased by -1.97% | Sep 30, 23 |
| 20 | Douglas Lane & Associates, LLC | 993.67K (0.75%) | -28.63K Decreased by -2.88% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | American Funds New Perspective A | 7.64M (5.75%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 2 | Capital Group New Perspective Comp | 7.64M (5.75%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 3 | Janus Henderson Enterprise D | 5.72M (4.31%) | -19.39K Decreased by -0.34% | Sep 30, 23 |
| 4 | Janus Inst Mid Cap Growth CF | 5.72M (4.31%) | -19.39K Decreased by -0.34% | Sep 30, 23 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 4.59M (3.46%) | 18.19K Increased by +0.40% | Nov 30, 23 |
| 6 | iShares Core S&P Mid-Cap ETF | 4.27M (3.22%) | -774.00 Decreased by -0.02% | Dec 29, 23 |
| 7 | Columbia Seligman Technology Growth | 3.62M (2.73%) | 263.00K Increased by +7.26% | Sep 30, 23 |
| 8 | Vanguard Mid Cap Index Institutional | 3.34M (2.51%) | 2.84K Increased by +0.08% | Nov 30, 23 |
| 9 | Eaton Vance Atlanta Capital SMID-Cap I | 3.34M (2.51%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | Columbia Seligman Tech & Info A | 3.24M (2.44%) | -380.50K Decreased by -11.73% | Nov 30, 23 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 2.13M (1.60%) | 42.00K Increased by +1.97% | Nov 30, 23 |
| 12 | iShares MSCI USA Min Vol Factor ETF | 1.49M (1.12%) | 1.45K Increased by +0.10% | Dec 29, 23 |
| 13 | JPM US Mid Cap Value-MA | 1.44M (1.08%) | 1.43M Increased by +99.68% | Sep 30, 23 |
| 14 | JPMorgan Mid Cap Value L | 1.44M (1.08%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | JPM US Mid Cap Value-Composite | 1.41M (1.06%) | -27.11K Decreased by -1.92% | Dec 31, 23 |
| 16 | Vanguard Growth Index Investor | 1.29M (0.97%) | 7.09K Increased by +0.55% | Nov 30, 23 |
| 17 | SPDR® S&P MIDCAP 400 ETF Trust | 1.18M (0.89%) | -10.12K Decreased by -0.86% | Nov 30, 23 |
| 18 | First Trust Dow Jones Internet ETF | 1.09M (0.82%) | -15.65K Decreased by -1.43% | Nov 30, 23 |
| 19 | Vanguard Mid-Cap Growth ETF | 1.02M (0.77%) | 3.09K Increased by +0.30% | Nov 30, 23 |
| 20 | Select Software & IT Svcs Port | 969.26K (0.73%) | -219.34K Decreased by -22.63% | Oct 31, 23 |