| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKD | 1000.00% |
| 2 | IVV | 1000.00% |
| 3 | IVE | 1000.00% |
| 4 | IUSV | 1000.00% |
| 5 | IUSG | 1000.00% |
| 6 | IWB | 1000.00% |
| 7 | ITOT | 1000.00% |
| 8 | IWD | 1000.00% |
| 9 | IYY | 1000.00% |
| 10 | IWF | 1000.00% |
| 11 | IWP | 1000.00% |
| 12 | IWR | 1000.00% |
| 13 | IVW | 1000.00% |
| 14 | IWV | 1000.00% |
| 15 | IWS | 1000.00% |
| 16 | JKG | 1000.00% |
| 17 | JKE | 1000.00% |
| 18 | IMCG | 1000.00% |
| 19 | IMCB | 1000.00% |
| 20 | ILCG | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 7.10M (11.57%) | -23.29K Decreased by -0.33% | Sep 30, 23 |
| 2 | BlackRock Inc | 4.12M (6.71%) | 175.12K Increased by +4.25% | Sep 30, 23 |
| 3 | Aristotle Capital Management LLC | 3.11M (5.07%) | -77.81K Decreased by -2.50% | Sep 30, 23 |
| 4 | Baillie Gifford & Co Limited. | 2.76M (4.50%) | -60.01K Decreased by -2.17% | Sep 30, 23 |
| 5 | Select Equity Group LP | 2.48M (4.04%) | -385.55K Decreased by -15.54% | Sep 30, 23 |
| 6 | State Street Corporation | 2.43M (3.97%) | -135.41K Decreased by -5.56% | Sep 30, 23 |
| 7 | JPMorgan Chase & Co | 2.04M (3.33%) | 181.14K Increased by +8.87% | Sep 30, 23 |
| 8 | FMR Inc | 1.83M (2.99%) | 1.27M Increased by +69.26% | Sep 30, 23 |
| 9 | Amundi | 1.71M (2.79%) | 167.39K Increased by +9.78% | Sep 30, 23 |
| 10 | T. Rowe Price Investment Management,Inc. | 1.63M (2.65%) | -142.13K Decreased by -8.74% | Sep 30, 23 |
| 11 | Geode Capital Management, LLC | 1.40M (2.28%) | 85.93K Increased by +6.15% | Sep 30, 23 |
| 12 | Goldman Sachs Group Inc | 1.00M (1.63%) | -5.51K Decreased by -0.55% | Sep 30, 23 |
| 13 | Principal Financial Group Inc | 961.64K (1.57%) | -17.09K Decreased by -1.78% | Sep 30, 23 |
| 14 | Gardner Russo & Gardner | 958.76K (1.56%) | -14.76K Decreased by -1.54% | Sep 30, 23 |
| 15 | Atlantic Trust Group, LLC | 879.09K (1.43%) | -1.21M Decreased by -138.20% | Sep 30, 23 |
| 16 | Morgan Stanley - Brokerage Accounts | 750.63K (1.22%) | -26.19K Decreased by -3.49% | Sep 30, 23 |
| 17 | King Luther Capital Management Corp | 687.33K (1.12%) | 19.90K Increased by +2.89% | Sep 30, 23 |
| 18 | Massachusetts Financial Services Company | 651.50K (1.06%) | -7.50K Decreased by -1.15% | Sep 30, 23 |
| 19 | Northern Trust Corp | 615.47K (1.00%) | 22.39K Increased by +3.64% | Sep 30, 23 |
| 20 | Dimensional Fund Advisors, Inc. | 587.62K (0.96%) | 6.59K Increased by +1.12% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 1.94M (3.16%) | 2.25K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 1.51M (2.45%) | 14.01K Increased by +0.93% | Nov 30, 23 |
| 3 | Vanguard Mid Cap Index Institutional | 1.41M (2.29%) | 2.34K Increased by +0.17% | Nov 30, 23 |
| 4 | Fidelity® Magellan® | 805.81K (1.31%) | 118.70K Increased by +14.73% | Nov 30, 23 |
| 5 | T. Rowe Price Mid-Cap Growth | 799.90K (1.30%) | -70.40K Decreased by -8.80% | Sep 30, 23 |
| 6 | T. Rowe Price US Mid-Cap Growth Equity | 799.90K (1.30%) | -70.40K Decreased by -8.80% | Sep 30, 23 |
| 7 | SPDR® S&P 500 ETF Trust | 764.03K (1.25%) | -5.40K Decreased by -0.71% | Dec 31, 23 |
| 8 | Pioneer A | 760.70K (1.24%) | -25.36K Decreased by -3.33% | Nov 30, 23 |
| 9 | Pioneer US Large Core Equity | 754.70K (1.23%) | 746.41K Increased by +98.90% | Dec 31, 23 |
| 10 | Vanguard Windsor™ II Inv | 731.00K (1.19%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 11 | Fidelity® 500 Index | 720.19K (1.17%) | 4.58K Increased by +0.64% | Nov 30, 23 |
| 12 | Principal Aligned MidCap Equity | 652.96K (1.06%) | -3.84K Decreased by -0.59% | Sep 30, 23 |
| 13 | Principal MidCap R5 | 648.49K (1.06%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 14 | iShares Core S&P 500 ETF | 615.72K (1.00%) | 370.00 Increased by +0.06% | Dec 29, 23 |
| 15 | CIBC Disciplined Equity | 553.10K (0.90%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 16 | Findlay Park American I USD Dist | 534.57K (0.87%) | -8.16K Decreased by -1.53% | Oct 31, 23 |
| 17 | JPM US Mid Cap Value-MA | 472.45K (0.77%) | 471.13K Increased by +99.72% | Sep 30, 23 |
| 18 | JPMorgan Mid Cap Value L | 432.23K (0.70%) | -40.23K Decreased by -9.31% | Nov 30, 23 |
| 19 | Vanguard Mid-Cap Growth ETF | 429.96K (0.70%) | 1.35K Increased by +0.31% | Nov 30, 23 |
| 20 | JPM US Mid Cap Value-Composite | 424.06K (0.69%) | -48.39K Decreased by -11.41% | Dec 31, 23 |