| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWV | 1000.00% |
| 2 | ISCV | 1000.00% |
| 3 | ISCB | 1000.00% |
| 4 | JKJ | 1000.00% |
| 5 | IWB | 1000.00% |
| 6 | IWD | 1000.00% |
| 7 | IWR | 1000.00% |
| 8 | IYY | 1000.00% |
| 9 | IYG | 1000.00% |
| 10 | ITOT | 1000.00% |
| 11 | IYF | 1000.00% |
| 12 | IWS | 1000.00% |
| 13 | DIVS | 2.47% |
| 14 | EWU | 1.55% |
| 15 | FLGB | 1.33% |
| 16 | FPX | 1.29% |
| 17 | HDEF | 1.27% |
| 18 | FICS | 1.26% |
| 19 | EUDG | 1.17% |
| 20 | KXI | 1.08% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | FMR Inc | 11.54M (9.12%) | 122.89K Increased by +1.06% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 10.60M (8.38%) | -116.98K Decreased by -1.10% | Sep 30, 23 |
| 3 | Boston Partners Global Investors, Inc | 5.81M (4.60%) | 5.81M Increased by +100.00% | Sep 30, 23 |
| 4 | BlackRock Inc | 5.04M (3.98%) | -33.92K Decreased by -0.67% | Sep 30, 23 |
| 5 | Technology Crossover Management X, Ltd. | 4.45M (3.52%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 6 | Caledonia (Private) Investments Pty Ltd | 4.38M (3.47%) | -477.50K Decreased by -10.89% | Sep 30, 23 |
| 7 | Capital World Investors | 3.63M (2.87%) | 346.00 Increased by +0.01% | Sep 30, 23 |
| 8 | Davis Selected Advisers | 3.41M (2.70%) | -83.07K Decreased by -2.44% | Sep 30, 23 |
| 9 | Amvescap Plc. | 2.96M (2.34%) | -2.18M Decreased by -73.55% | Sep 30, 23 |
| 10 | Morgan Stanley - Brokerage Accounts | 2.89M (2.29%) | -1.68M Decreased by -58.20% | Sep 30, 23 |
| 11 | State Street Corporation | 2.37M (1.87%) | 30.82K Increased by +1.30% | Sep 30, 23 |
| 12 | Renaissance Technologies Corp | 1.96M (1.55%) | 309.70K Increased by +15.82% | Sep 30, 23 |
| 13 | Geode Capital Management, LLC | 1.72M (1.36%) | 17.01K Increased by +0.99% | Sep 30, 23 |
| 14 | Bruni J V & Co | 1.67M (1.32%) | -527.00 Decreased by -0.03% | Sep 30, 23 |
| 15 | Retirement Systems of Alabama | 1.45M (1.15%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 16 | Hillman Co | 1.26M (1.00%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 17 | First Trust Advisors L.P. | 935.22K (0.74%) | -333.72K Decreased by -35.68% | Sep 30, 23 |
| 18 | Charles Schwab Investment Management Inc | 681.50K (0.54%) | 11.47K Increased by +1.68% | Sep 30, 23 |
| 19 | Envestnet Asset Management Inc | 635.08K (0.50%) | -325.45K Decreased by -51.25% | Sep 30, 23 |
| 20 | Balyasny Asset Management LLC | 614.37K (0.49%) | 258.93K Increased by +42.15% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | JHancock Disciplined Value Mid Cap I | 7.00M (5.53%) | 1.11M Increased by +15.85% | Nov 30, 23 |
| 2 | American Funds Growth Fund of Amer A | 3.58M (2.83%) | -12.01K Decreased by -0.34% | Sep 30, 23 |
| 3 | Capital Group Growth Fnd of Amer Comp | 3.58M (2.83%) | -12.01K Decreased by -0.34% | Sep 30, 23 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 3.58M (2.83%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 5 | Fidelity Canadian Growth Company Sr B | 3.39M (2.68%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 6 | Fidelity Global Innovators Cl F | 2.76M (2.18%) | 5.01K Increased by +0.18% | Sep 30, 23 |
| 7 | Vanguard Mid Cap Index Institutional | 2.62M (2.07%) | 4.90K Increased by +0.19% | Nov 30, 23 |
| 8 | Invesco Main Street A | 2.25M (1.78%) | -2.11M Decreased by -93.52% | Sep 30, 23 |
| 9 | Invesco OFI Large Cap Core | 2.25M (1.78%) | -2.03M Decreased by -89.99% | Sep 30, 23 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 1.76M (1.39%) | 66.78K Increased by +3.79% | Nov 30, 23 |
| 11 | Davis Financial A | 1.73M (1.37%) | -73.25K Decreased by -4.23% | Sep 30, 23 |
| 12 | Davis Financial | 1.62M (1.28%) | -109.59K Decreased by -6.76% | Dec 31, 23 |
| 13 | VIP Growth Initial | 1.41M (1.12%) | 134.80K Increased by +9.54% | Nov 30, 23 |
| 14 | Fidelity® VIP Growth Initial | 1.28M (1.01%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 15 | Fidelity® Capital Appreciation | 1.18M (0.93%) | 90.30K Increased by +7.67% | Nov 30, 23 |
| 16 | Fidelity Advisor® Equity Growth I | 1.17M (0.93%) | 122.60K Increased by +10.44% | Nov 30, 23 |
| 17 | Vanguard Value Index Inv | 980.45K (0.78%) | 96.00 Increased by +0.01% | Nov 30, 23 |
| 18 | Vanguard Mid-Cap Value ETF | 930.51K (0.74%) | -2.95K Decreased by -0.32% | Nov 30, 23 |
| 19 | State St Russell Sm/Mid Cp® Indx NL Cl C | 698.04K (0.55%) | -15.40K Decreased by -2.21% | Dec 31, 23 |
| 20 | SPDR® S&P Kensho New Economies Comps ETF | 686.24K (0.54%) | 0.00 Increased by 0.00% | Dec 29, 23 |