| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKI | 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 | IWV | 1000.00% |
| 11 | IXG | 1000.00% |
| 12 | IMCV | 1000.00% |
| 13 | IMCB | 1000.00% |
| 14 | ILCV | 1000.00% |
| 15 | ILCB | 1000.00% |
| 16 | IYF | 1000.00% |
| 17 | IYG | 1000.00% |
| 18 | IYY | 1000.00% |
| 19 | JKD | 1000.00% |
| 20 | JKF | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 23.46M (11.48%) | -303.21K Decreased by -1.29% | Sep 30, 23 |
| 2 | BlackRock Inc | 14.77M (7.22%) | -689.18K Decreased by -4.67% | Sep 30, 23 |
| 3 | FMR Inc | 10.79M (5.28%) | 126.17K Increased by +1.17% | Sep 30, 23 |
| 4 | State Street Corporation | 9.61M (4.70%) | 823.40K Increased by +8.57% | Sep 30, 23 |
| 5 | PRIMECAP Management Company | 6.50M (3.18%) | 264.81K Increased by +4.08% | Sep 30, 23 |
| 6 | Northern Trust Corp | 5.96M (2.91%) | 89.70K Increased by +1.51% | Sep 30, 23 |
| 7 | American Century Companies Inc | 5.27M (2.58%) | -52.65K Decreased by -1.00% | Sep 30, 23 |
| 8 | Massachusetts Financial Services Company | 4.98M (2.44%) | 64.71K Increased by +1.30% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 4.62M (2.26%) | 62.51K Increased by +1.35% | Sep 30, 23 |
| 10 | Goldman Sachs Group Inc | 4.61M (2.26%) | 427.82K Increased by +9.27% | Sep 30, 23 |
| 11 | Charles Schwab Investment Management Inc | 4.49M (2.19%) | 119.48K Increased by +2.66% | Sep 30, 23 |
| 12 | State Farm Mutual Automobile Ins Co | 4.41M (2.16%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 13 | Barrow Hanley Mewhinney & Strauss LLC | 4.21M (2.06%) | -358.60K Decreased by -8.52% | Sep 30, 23 |
| 14 | Mariner Value Strategies, LLC | 3.58M (1.75%) | -358.92K Decreased by -10.02% | Sep 30, 23 |
| 15 | JPMorgan Chase & Co | 3.06M (1.50%) | -1.97M Decreased by -64.29% | Sep 30, 23 |
| 16 | Ariel Investments, LLC | 2.57M (1.26%) | 68.44K Increased by +2.66% | Sep 30, 23 |
| 17 | Amvescap Plc. | 2.50M (1.22%) | -21.32K Decreased by -0.85% | Sep 30, 23 |
| 18 | Wellington Management Company LLP | 2.42M (1.18%) | 363.75K Increased by +15.06% | Sep 30, 23 |
| 19 | Fiduciary Management, Inc. of Milwaukee | 2.33M (1.14%) | -96.53K Decreased by -4.15% | Sep 30, 23 |
| 20 | Morgan Stanley - Brokerage Accounts | 2.13M (1.04%) | 287.22K Increased by +13.49% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 6.16M (3.02%) | 7.40K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 5.04M (2.47%) | 46.68K Increased by +0.93% | Nov 30, 23 |
| 3 | Vanguard Mid Cap Index Institutional | 4.47M (2.19%) | 4.41K Increased by +0.10% | Nov 30, 23 |
| 4 | Schwab US Dividend Equity ETF™ | 3.26M (1.59%) | 476.00 Increased by +0.01% | Dec 30, 23 |
| 5 | American Century Mid Cap Value Inv | 2.87M (1.40%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 6 | American Century U.S. Mid Cap Value | 2.87M (1.40%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 7 | SPDR® S&P 500 ETF Trust | 2.56M (1.25%) | -17.96K Decreased by -0.70% | Dec 31, 23 |
| 8 | Fidelity® 500 Index | 2.41M (1.18%) | 15.35K Increased by +0.64% | Nov 30, 23 |
| 9 | Nuance Mid Cap Value Separate Account | 2.41M (1.18%) | -378.43K Decreased by -15.69% | Sep 30, 23 |
| 10 | iShares Core S&P 500 ETF | 2.06M (1.01%) | 1.23K Increased by +0.06% | Dec 29, 23 |
| 11 | Vanguard Capital Opportunity Inv | 1.96M (0.96%) | 18.50K Increased by +0.94% | Sep 30, 23 |
| 12 | Nuance Mid Cap Value Institutional | 1.91M (0.93%) | 125.51K Increased by +6.58% | Oct 31, 23 |
| 13 | MFS Mid Cap Value A | 1.77M (0.87%) | -3.47K Decreased by -0.20% | Nov 30, 23 |
| 14 | Vanguard Value Index Inv | 1.68M (0.82%) | 3.21K Increased by +0.19% | Nov 30, 23 |
| 15 | Champlain Mid Cap Fund, LLC | 1.67M (0.82%) | -18.90K Decreased by -1.13% | Nov 30, 23 |
| 16 | Vanguard Mid-Cap Value ETF | 1.58M (0.77%) | -7.04K Decreased by -0.44% | Nov 30, 23 |
| 17 | Strategic Advisers® Fidelity US TtlStk | 1.55M (0.76%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | Vanguard PRIMECAP Inv | 1.51M (0.74%) | 204.80K Increased by +13.58% | Sep 30, 23 |