| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | EXI | 1000.00% |
| 2 | IWS | 1000.00% |
| 3 | IWR | 1000.00% |
| 4 | IWD | 1000.00% |
| 5 | IWB | 1000.00% |
| 6 | IVV | 1000.00% |
| 7 | IVE | 1000.00% |
| 8 | IUSV | 1000.00% |
| 9 | ITOT | 1000.00% |
| 10 | IMCG | 1000.00% |
| 11 | IMCB | 1000.00% |
| 12 | ILCG | 1000.00% |
| 13 | ILCB | 1000.00% |
| 14 | IYY | 1000.00% |
| 15 | IWV | 1000.00% |
| 16 | JKD | 1000.00% |
| 17 | JKE | 1000.00% |
| 18 | JKG | 1000.00% |
| 19 | STNC | 3.36% |
| 20 | KONG | 3.01% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 6.05M (11.69%) | -22.27K Decreased by -0.37% | Sep 30, 23 |
| 2 | BlackRock Inc | 3.87M (7.47%) | 67.73K Increased by +1.75% | Sep 30, 23 |
| 3 | State Street Corporation | 2.54M (4.91%) | 11.15K Increased by +0.44% | Sep 30, 23 |
| 4 | Kayne Anderson Rudnick Investment Management LLC | 2.24M (4.32%) | 88.09K Increased by +3.94% | Sep 30, 23 |
| 5 | Geode Capital Management, LLC | 1.41M (2.73%) | 36.97K Increased by +2.62% | Sep 30, 23 |
| 6 | Morgan Stanley - Brokerage Accounts | 1.39M (2.69%) | 117.34K Increased by +8.43% | Sep 30, 23 |
| 7 | Champlain Investment Partners, LLC | 1.03M (2.00%) | 48.80K Increased by +4.72% | Sep 30, 23 |
| 8 | Goldman Sachs Group Inc | 992.14K (1.92%) | 80.27K Increased by +8.09% | Sep 30, 23 |
| 9 | KeyBank National Association | 832.29K (1.61%) | -1.21K Decreased by -0.15% | Sep 30, 23 |
| 10 | Neuberger Berman Group LLC | 826.05K (1.60%) | -4.08K Decreased by -0.49% | Sep 30, 23 |
| 11 | Royal London Asset Management Ltd | 793.85K (1.53%) | -1.48K Decreased by -0.19% | Sep 30, 23 |
| 12 | Lazard Asset Management LLC | 791.04K (1.53%) | 275.24K Increased by +34.79% | Sep 30, 23 |
| 13 | Amvescap Plc. | 781.55K (1.51%) | 64.71K Increased by +8.28% | Sep 30, 23 |
| 14 | ProShare Advisors LLC | 741.70K (1.43%) | -45.39K Decreased by -6.12% | Sep 30, 23 |
| 15 | Wellington Management Company LLP | 609.34K (1.18%) | -49.51K Decreased by -8.13% | Sep 30, 23 |
| 16 | American Century Companies Inc | 587.11K (1.13%) | -14.84K Decreased by -2.53% | Sep 30, 23 |
| 17 | FMR Inc | 546.74K (1.06%) | 22.68K Increased by +4.15% | Sep 30, 23 |
| 18 | Bank of New York Mellon Corp | 544.30K (1.05%) | -9.79K Decreased by -1.80% | Sep 30, 23 |
| 19 | Northern Trust Corp | 507.28K (0.98%) | 37.66K Increased by +7.42% | Sep 30, 23 |
| 20 | Wells Fargo & Co | 480.45K (0.93%) | 28.38K Increased by +5.91% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 1.61M (3.11%) | 1.78K Increased by +0.11% | Nov 30, 23 |
| 2 | Vanguard Small Cap Index | 1.33M (2.57%) | 5.11K Increased by +0.38% | Nov 30, 23 |
| 3 | Vanguard Institutional 500 Index Trust | 1.32M (2.55%) | 12.51K Increased by +0.95% | Nov 30, 23 |
| 4 | Champlain Mid Cap Fund, LLC | 1.00M (1.93%) | -7.40K Decreased by -0.74% | Nov 30, 23 |
| 5 | Eaton Vance Atlanta Capital SMID-Cap I | 817.25K (1.58%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 6 | Vanguard Small Cap Growth Index Inv | 744.07K (1.44%) | 4.82K Increased by +0.65% | Nov 30, 23 |
| 7 | ProShares S&P 500 Dividend Aristocrats | 735.64K (1.42%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 8 | SPDR® S&P 500 ETF Trust | 664.50K (1.28%) | -4.67K Decreased by -0.70% | Dec 31, 23 |
| 9 | Fidelity® 500 Index | 630.90K (1.22%) | 4.01K Increased by +0.64% | Nov 30, 23 |
| 10 | iShares Core S&P 500 ETF | 539.37K (1.04%) | 320.00 Increased by +0.06% | Dec 29, 23 |
| 11 | Champlain Mid Cap Adv | 515.00K (0.99%) | 30.00K Increased by +5.83% | Sep 30, 23 |
| 12 | SPDR® S&P Dividend ETF | 501.40K (0.97%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 13 | American Century US Premier Lg Cp Gr | 467.00K (0.90%) | -41.52K Decreased by -8.89% | Sep 30, 23 |
| 14 | American Century Ultra® Inv | 467.00K (0.90%) | -41.52K Decreased by -8.89% | Sep 30, 23 |
| 15 | Neuberger Berman Genesis Inv | 419.23K (0.81%) | -2.61K Decreased by -0.62% | Sep 30, 23 |
| 16 | Invesco S&P 500® Equal Weight ETF | 395.70K (0.76%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 17 | Vanguard Windsor™ II Inv | 381.48K (0.74%) | 123.83K Increased by +32.46% | Sep 30, 23 |
| 18 | Vanguard Institutional Index I | 360.29K (0.70%) | -1.21K Decreased by -0.34% | Nov 30, 23 |
| 19 | Royal London Sustainable Div A Inc | 352.63K (0.68%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | Royal London Sustainable World A Inc | 343.16K (0.66%) | 0.00 Increased by 0.00% | Sep 30, 23 |