| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IGM | 1000.00% |
| 2 | ILCV | 1000.00% |
| 3 | ILCG | 1000.00% |
| 4 | ILCB | 1000.00% |
| 5 | JKI | 1000.00% |
| 6 | JKG | 1000.00% |
| 7 | JKF | 1000.00% |
| 8 | JKE | 1000.00% |
| 9 | JKD | 1000.00% |
| 10 | IYY | 1000.00% |
| 11 | IYW | 1000.00% |
| 12 | IXN | 1000.00% |
| 13 | IWV | 1000.00% |
| 14 | IWS | 1000.00% |
| 15 | IWR | 1000.00% |
| 16 | IWP | 1000.00% |
| 17 | IWF | 1000.00% |
| 18 | IWD | 1000.00% |
| 19 | IWB | 1000.00% |
| 20 | IVW | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 13.78M (11.18%) | 884.71K Increased by +6.42% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 13.64M (11.07%) | -281.03K Decreased by -2.06% | Sep 30, 23 |
| 3 | FMR Inc | 10.53M (8.54%) | 1.44M Increased by +13.69% | Sep 30, 23 |
| 4 | Yale Capital Corp | 8.44M (6.85%) | 25.00K Increased by +0.30% | Sep 30, 23 |
| 5 | JPMorgan Chase & Co | 6.17M (5.01%) | -397.86K Decreased by -6.45% | Sep 30, 23 |
| 6 | Wellington Management Company LLP | 5.39M (4.38%) | 36.56K Increased by +0.68% | Sep 30, 23 |
| 7 | State Street Corporation | 4.62M (3.75%) | 611.05K Increased by +13.22% | Sep 30, 23 |
| 8 | PRIMECAP Management Company | 3.87M (3.14%) | -55.75K Decreased by -1.44% | Sep 30, 23 |
| 9 | LSV Asset Management | 3.62M (2.94%) | -403.19K Decreased by -11.13% | Sep 30, 23 |
| 10 | Dimensional Fund Advisors, Inc. | 2.36M (1.91%) | -283.88K Decreased by -12.03% | Sep 30, 23 |
| 11 | Fuller & Thaler Asset Management Inc | 2.15M (1.74%) | -385.43K Decreased by -17.93% | Sep 30, 23 |
| 12 | Amvescap Plc. | 2.14M (1.74%) | -119.82K Decreased by -5.59% | Sep 30, 23 |
| 13 | Geode Capital Management, LLC | 2.00M (1.63%) | 56.69K Increased by +2.83% | Sep 30, 23 |
| 14 | Morgan Stanley - Brokerage Accounts | 1.52M (1.23%) | -44.68K Decreased by -2.95% | Sep 30, 23 |
| 15 | Bank of New York Mellon Corp | 1.51M (1.23%) | 99.17K Increased by +6.55% | Sep 30, 23 |
| 16 | Bank of America Corp | 1.49M (1.21%) | 10.46K Increased by +0.70% | Sep 30, 23 |
| 17 | Goldman Sachs Group Inc | 1.39M (1.13%) | 26.14K Increased by +1.87% | Sep 30, 23 |
| 18 | Bessemer Group Inc | 1.36M (1.10%) | 1.36M Increased by +99.98% | Sep 30, 23 |
| 19 | Boston Partners Global Investors, Inc | 1.23M (1.00%) | -45.74K Decreased by -3.71% | Sep 30, 23 |
| 20 | Northern Trust Corp | 1.16M (0.94%) | 141.38K Increased by +12.16% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 4.03M (3.27%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 3.89M (3.16%) | 4.66K Increased by +0.12% | Nov 30, 23 |
| 3 | Vanguard Small Cap Index | 3.22M (2.61%) | 13.14K Increased by +0.41% | Nov 30, 23 |
| 4 | JPMorgan Large Cap Growth I | 2.99M (2.42%) | 859.45K Increased by +28.77% | Nov 30, 23 |
| 5 | Vanguard Small Cap Value Index Inv | 2.24M (1.82%) | 5.76K Increased by +0.26% | Nov 30, 23 |
| 6 | Fuller & Thaler Behavioral Sm-Cp Eq R6 | 2.03M (1.65%) | -347.94K Decreased by -17.13% | Sep 30, 23 |
| 7 | Fuller & Thaler Behavioral Small-Cap Eq | 2.03M (1.65%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 1.89M (1.54%) | 30.84K Increased by +1.63% | Nov 30, 23 |
| 9 | SPDR® S&P 500 ETF Trust | 1.58M (1.28%) | -11.10K Decreased by -0.70% | Dec 31, 23 |
| 10 | Vanguard Capital Opportunity Inv | 1.50M (1.22%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 11 | iShares Core S&P 500 ETF | 1.27M (1.03%) | 760.00 Increased by +0.06% | Dec 29, 23 |
| 12 | Fidelity® Low-Priced Stock | 1.24M (1.00%) | -9.15K Decreased by -0.74% | Sep 30, 23 |
| 13 | JPM US Mid Cap Value-Composite | 1.19M (0.96%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 14 | JPM US Mid Cap Value-MA | 1.19M (0.96%) | 1.18M Increased by +99.72% | Sep 30, 23 |
| 15 | Wellington Global Quality Growth | 1.12M (0.91%) | -46.44K Decreased by -4.16% | Sep 30, 23 |
| 16 | SPDR® S&P MIDCAP 400 ETF Trust | 1.05M (0.85%) | -9.02K Decreased by -0.86% | Nov 30, 23 |
| 17 | JPMorgan Growth Advantage A | 1.03M (0.84%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | Old Westbury Large Cap Strategies | 1.01M (0.82%) | 239.60K Increased by +23.83% | Oct 31, 23 |
| 19 | VIP Mid Cap Initial | 945.08K (0.77%) | -98.90K Decreased by -10.46% | Nov 30, 23 |
| 20 | JPMorgan Mid Cap Growth I | 924.75K (0.75%) | -3.48K Decreased by -0.38% | Nov 30, 23 |