| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKG | 1000.00% |
| 2 | IVV | 1000.00% |
| 3 | IVE | 1000.00% |
| 4 | IUSV | 1000.00% |
| 5 | IUSG | 1000.00% |
| 6 | JKD | 1000.00% |
| 7 | IVW | 1000.00% |
| 8 | EXI | 1000.00% |
| 9 | JKE | 1000.00% |
| 10 | IWB | 1000.00% |
| 11 | ITOT | 1000.00% |
| 12 | IMCG | 1000.00% |
| 13 | IMCB | 1000.00% |
| 14 | ILCG | 1000.00% |
| 15 | ILCB | 1000.00% |
| 16 | IWD | 1000.00% |
| 17 | IWR | 1000.00% |
| 18 | IWS | 1000.00% |
| 19 | IWV | 1000.00% |
| 20 | IYY | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 5.78M (10.82%) | 96.44K Increased by +1.67% | Sep 30, 23 |
| 2 | BlackRock Inc | 5.56M (10.42%) | 177.50K Increased by +3.19% | Sep 30, 23 |
| 3 | T. Rowe Price Associates, Inc. | 2.65M (4.97%) | -1.75M Decreased by -66.10% | Sep 30, 23 |
| 4 | FMR Inc | 2.56M (4.80%) | 71.96K Increased by +2.81% | Sep 30, 23 |
| 5 | JPMorgan Chase & Co | 2.11M (3.95%) | -632.83K Decreased by -29.97% | Sep 30, 23 |
| 6 | State Street Corporation | 1.73M (3.23%) | -12.12K Decreased by -0.70% | Sep 30, 23 |
| 7 | Bank of New York Mellon Corp | 1.47M (2.75%) | -30.62K Decreased by -2.08% | Sep 30, 23 |
| 8 | Nuveen Asset Management, LLC | 1.24M (2.33%) | 335.99K Increased by +27.04% | Sep 30, 23 |
| 9 | Amvescap Plc. | 1.20M (2.24%) | 115.89K Increased by +9.70% | Sep 30, 23 |
| 10 | Fidelity International Ltd | 1.11M (2.08%) | -93.32K Decreased by -8.41% | Sep 30, 23 |
| 11 | Massachusetts Financial Services Company | 1.02M (1.91%) | 323.12K Increased by +31.68% | Sep 30, 23 |
| 12 | Geode Capital Management, LLC | 900.77K (1.69%) | 23.46K Increased by +2.60% | Sep 30, 23 |
| 13 | Impax Asset Management Group PLC | 690.67K (1.29%) | -55.83K Decreased by -8.08% | Sep 30, 23 |
| 14 | Northern Trust Corp | 558.23K (1.05%) | 34.02K Increased by +6.09% | Sep 30, 23 |
| 15 | Victory Capital Management Inc. | 550.78K (1.03%) | -250.18K Decreased by -45.42% | Sep 30, 23 |
| 16 | Morgan Stanley - Brokerage Accounts | 492.32K (0.92%) | -47.11K Decreased by -9.57% | Sep 30, 23 |
| 17 | Westfield Capital Management Company, LP | 424.89K (0.80%) | 114.68K Increased by +26.99% | Sep 30, 23 |
| 18 | Artisan Partners Limited Partnership | 407.12K (0.76%) | -319.35K Decreased by -78.44% | Sep 30, 23 |
| 19 | Wellington Management Company LLP | 358.43K (0.67%) | 50.28K Increased by +14.03% | Sep 30, 23 |
| 20 | Principal Financial Group Inc | 356.64K (0.67%) | -21.16K Decreased by -5.93% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 1.68M (3.14%) | 2.05K Increased by +0.12% | Nov 30, 23 |
| 2 | US Small-Cap Growth II Equity Comp | 1.44M (2.69%) | 1.44M Increased by +100.00% | Jun 30, 23 |
| 3 | T. Rowe Price New Horizons | 1.39M (2.59%) | -53.57K Decreased by -3.87% | Sep 30, 23 |
| 4 | Vanguard Institutional 500 Index Trust | 1.31M (2.45%) | 12.10K Increased by +0.93% | Nov 30, 23 |
| 5 | Fidelity Global Dividend I-Acc-EUR | 774.74K (1.45%) | 17.44K Increased by +2.25% | Nov 30, 23 |
| 6 | Fidelity® Contrafund® | 714.64K (1.34%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 7 | Vanguard Small Cap Index | 694.47K (1.30%) | 2.92K Increased by +0.42% | Nov 30, 23 |
| 8 | JPM US Mid Cap Value-MA | 668.36K (1.25%) | 666.54K Increased by +99.73% | Sep 30, 23 |
| 9 | JPMorgan Mid Cap Value L | 668.36K (1.25%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | SPDR® S&P 500 ETF Trust | 660.96K (1.24%) | -4.67K Decreased by -0.71% | Dec 31, 23 |
| 11 | JPM US Mid Cap Value-Composite | 655.74K (1.23%) | -12.62K Decreased by -1.92% | Dec 31, 23 |
| 12 | Fidelity® 500 Index | 624.95K (1.17%) | 3.98K Increased by +0.64% | Nov 30, 23 |
| 13 | Vanguard Mid Cap Index Institutional | 609.57K (1.14%) | 224.00 Increased by +0.04% | Nov 30, 23 |
| 14 | iShares Core S&P 500 ETF | 534.24K (1.00%) | 320.00 Increased by +0.06% | Dec 29, 23 |
| 15 | CREF Stock R1 | 514.31K (0.96%) | 32.13K Increased by +6.25% | Nov 30, 23 |
| 16 | Vanguard Small Cap Value Index Inv | 482.37K (0.90%) | 1.12K Increased by +0.23% | Nov 30, 23 |
| 17 | MFS Large Cap Growth Equity | 365.58K (0.68%) | 151.77K Increased by +41.52% | Sep 30, 23 |
| 18 | MFS Massachusetts Inv Gr Stk A | 365.47K (0.68%) | -2.05K Decreased by -0.56% | Nov 30, 23 |
| 19 | Vanguard Institutional Index I | 357.41K (0.67%) | -1.20K Decreased by -0.34% | Nov 30, 23 |
| 20 | Victory Sycamore Established Value R | 355.00K (0.66%) | -184.00K Decreased by -51.83% | Sep 30, 23 |