| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWB | 1000.00% |
| 2 | JKG | 1000.00% |
| 3 | JKE | 1000.00% |
| 4 | ITOT | 1000.00% |
| 5 | IMCG | 1000.00% |
| 6 | JKD | 1000.00% |
| 7 | IMCB | 1000.00% |
| 8 | ILCG | 1000.00% |
| 9 | ILCB | 1000.00% |
| 10 | IUSG | 1000.00% |
| 11 | IYY | 1000.00% |
| 12 | IWV | 1000.00% |
| 13 | IWS | 1000.00% |
| 14 | IWR | 1000.00% |
| 15 | IWP | 1000.00% |
| 16 | IWF | 1000.00% |
| 17 | IWD | 1000.00% |
| 18 | PPI | 2.63% |
| 19 | XMMO | 2.47% |
| 20 | PAMC | 1.88% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 5.77M (10.16%) | -150.89K Decreased by -2.61% | Sep 30, 23 |
| 2 | BlackRock Inc | 5.30M (9.32%) | 34.27K Increased by +0.65% | Sep 30, 23 |
| 3 | State Street Corporation | 2.43M (4.27%) | -65.28K Decreased by -2.69% | Sep 30, 23 |
| 4 | JPMorgan Chase & Co | 2.13M (3.74%) | -22.78K Decreased by -1.07% | Sep 30, 23 |
| 5 | Capital Research & Mgmt Co - Division 3 | 1.72M (3.03%) | 46.25K Increased by +2.69% | Sep 30, 23 |
| 6 | EdgePoint Investment Group, Inc. | 1.38M (2.43%) | -179.79K Decreased by -13.04% | Sep 30, 23 |
| 7 | Victory Capital Management Inc. | 1.16M (2.04%) | -163.63K Decreased by -14.08% | Sep 30, 23 |
| 8 | Amvescap Plc. | 1.05M (1.85%) | 174.28K Increased by +16.60% | Sep 30, 23 |
| 9 | KeyBank National Association | 1.01M (1.78%) | -60.65K Decreased by -5.99% | Sep 30, 23 |
| 10 | Geode Capital Management, LLC | 996.07K (1.75%) | 19.91K Increased by +2.00% | Sep 30, 23 |
| 11 | Macquarie Group Ltd | 768.15K (1.35%) | -12.27K Decreased by -1.60% | Sep 30, 23 |
| 12 | Bank of New York Mellon Corp | 721.60K (1.27%) | 58.70K Increased by +8.13% | Sep 30, 23 |
| 13 | Bessemer Group Inc | 641.72K (1.13%) | -284.58K Decreased by -44.35% | Sep 30, 23 |
| 14 | Wellington Management Company LLP | 638.81K (1.12%) | -42.81K Decreased by -6.70% | Sep 30, 23 |
| 15 | Westfield Capital Management Company, LP | 619.97K (1.09%) | 58.25K Increased by +9.40% | Sep 30, 23 |
| 16 | Fisher Asset Management, LLC | 589.40K (1.04%) | -20.59K Decreased by -3.49% | Sep 30, 23 |
| 17 | Thrivent Financial For Lutherans | 576.40K (1.01%) | -270.40K Decreased by -46.91% | Sep 30, 23 |
| 18 | Dimensional Fund Advisors, Inc. | 555.36K (0.98%) | 5.86K Increased by +1.05% | Sep 30, 23 |
| 19 | Principal Financial Group Inc | 549.20K (0.97%) | -163.54K Decreased by -29.78% | Sep 30, 23 |
| 20 | Goldman Sachs Group Inc | 525.64K (0.93%) | 82.13K Increased by +15.62% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 1.80M (3.17%) | 2.07K Increased by +0.12% | Nov 30, 23 |
| 2 | iShares Core S&P Mid-Cap ETF | 1.74M (3.06%) | -314.00 Decreased by -0.02% | Dec 29, 23 |
| 3 | Vanguard Small Cap Index | 1.49M (2.62%) | 6.01K Increased by +0.40% | Nov 30, 23 |
| 4 | JPM US Mid Cap Value-MA | 947.20K (1.67%) | 944.47K Increased by +99.71% | Sep 30, 23 |
| 5 | JPMorgan Mid Cap Value L | 947.20K (1.67%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 6 | JPM US Mid Cap Value-Composite | 929.31K (1.64%) | -17.89K Decreased by -1.92% | Dec 31, 23 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 831.18K (1.46%) | 18.62K Increased by +2.24% | Nov 30, 23 |
| 8 | EdgePoint Global | 818.32K (1.44%) | -52.43K Decreased by -6.41% | Sep 30, 23 |
| 9 | SPDR® S&P Dividend ETF | 737.49K (1.30%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 10 | American Funds IS® Growth-Income 1 | 675.75K (1.19%) | 23.86K Increased by +3.53% | Sep 30, 23 |
| 11 | Capital Group Core Equity Composite | 675.75K (1.19%) | 23.86K Increased by +3.53% | Sep 30, 23 |
| 12 | American Funds Invmt Co of Amer A | 658.80K (1.16%) | -1.20K Decreased by -0.18% | Sep 30, 23 |
| 13 | Capital Group Investment Co of Amer Comp | 658.80K (1.16%) | -1.20K Decreased by -0.18% | Sep 30, 23 |
| 14 | Victory Sycamore Established Value R | 625.00K (1.10%) | -270.00K Decreased by -43.20% | Sep 30, 23 |
| 15 | Vanguard Small Cap Value Index Inv | 516.93K (0.91%) | 1.71K Increased by +0.33% | Nov 30, 23 |
| 16 | SPDR® S&P MIDCAP 400 ETF Trust | 459.74K (0.81%) | -3.96K Decreased by -0.86% | Nov 30, 23 |
| 17 | EdgePoint Global Growth and Income | 418.57K (0.74%) | -42.33K Decreased by -10.11% | Jun 30, 23 |
| 18 | Vanguard Small Cap Growth Index Inv | 416.34K (0.73%) | 2.89K Increased by +0.69% | Nov 30, 23 |
| 19 | Delaware Ivy Mid Cap Growth A | 404.62K (0.71%) | 5.86K Increased by +1.45% | Sep 30, 23 |
| 20 | Eagle Mid-Cap Growth - Institutional | 396.60K (0.70%) | 396.60K Increased by +100.00% | Dec 31, 23 |