| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IUSV | 1000.00% |
| 2 | JKI | 1000.00% |
| 3 | JKG | 1000.00% |
| 4 | JKF | 1000.00% |
| 5 | JKD | 1000.00% |
| 6 | IYY | 1000.00% |
| 7 | IYF | 1000.00% |
| 8 | IWV | 1000.00% |
| 9 | IWS | 1000.00% |
| 10 | IWR | 1000.00% |
| 11 | IWD | 1000.00% |
| 12 | ILCB | 1000.00% |
| 13 | IWB | 1000.00% |
| 14 | ILCV | 1000.00% |
| 15 | IMCB | 1000.00% |
| 16 | IMCV | 1000.00% |
| 17 | ITOT | 1000.00% |
| 18 | IUSG | 1000.00% |
| 19 | KBWP | 3.93% |
| 20 | BKUS | 1.98% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 5.42M (10.81%) | 120.30K Increased by +2.22% | Sep 30, 23 |
| 2 | BlackRock Inc | 4.57M (9.12%) | 66.70K Increased by +1.46% | Sep 30, 23 |
| 3 | Capital World Investors | 2.51M (5.02%) | 99.67K Increased by +3.97% | Sep 30, 23 |
| 4 | State Street Corporation | 2.47M (4.92%) | 268.60K Increased by +10.89% | Sep 30, 23 |
| 5 | State Farm Mutual Automobile Ins Co | 2.40M (4.79%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 6 | T. Rowe Price Associates, Inc. | 2.12M (4.23%) | 128.11K Increased by +6.05% | Sep 30, 23 |
| 7 | Boston Partners Global Investors, Inc | 2.05M (4.10%) | 135.86K Increased by +6.62% | Sep 30, 23 |
| 8 | Bank of New York Mellon Corp | 1.45M (2.90%) | 249.20K Increased by +17.17% | Sep 30, 23 |
| 9 | Fidelity International Ltd | 1.41M (2.81%) | 274.70K Increased by +19.53% | Sep 30, 23 |
| 10 | Egerton Capital LLP | 1.41M (2.81%) | 78.61K Increased by +5.59% | Sep 30, 23 |
| 11 | Capital Research Global Investors | 1.35M (2.70%) | 1.22M Increased by +90.07% | Sep 30, 23 |
| 12 | Polar Capital Holdings PLC | 1.10M (2.20%) | 77.32K Increased by +7.00% | Sep 30, 23 |
| 13 | Geode Capital Management, LLC | 762.89K (1.52%) | 34.39K Increased by +4.51% | Sep 30, 23 |
| 14 | ARGA Investment Management, LP | 737.39K (1.47%) | -2.16K Decreased by -0.29% | Sep 30, 23 |
| 15 | Lord, Abbett & Co LLC | 555.97K (1.11%) | -58.61K Decreased by -10.54% | Sep 30, 23 |
| 16 | Cooke & Bieler LP | 550.34K (1.10%) | 110.80K Increased by +20.13% | Sep 30, 23 |
| 17 | Earnest Partners LLC | 548.50K (1.09%) | 15.69K Increased by +2.86% | Sep 30, 23 |
| 18 | Northern Trust Corp | 516.85K (1.03%) | 9.76K Increased by +1.89% | Sep 30, 23 |
| 19 | TimesSquare Capital Management, LLC | 515.51K (1.03%) | -24.35K Decreased by -4.72% | Sep 30, 23 |
| 20 | Dimensional Fund Advisors, Inc. | 496.98K (0.99%) | 5.32K Increased by +1.07% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 1.60M (3.20%) | 2.01K Increased by +0.13% | Nov 30, 23 |
| 2 | iShares Core S&P Mid-Cap ETF | 1.59M (3.18%) | -288.00 Decreased by -0.02% | Dec 29, 23 |
| 3 | Vanguard Small Cap Index | 1.33M (2.65%) | 5.77K Increased by +0.44% | Nov 30, 23 |
| 4 | Capital Group AMCAP Composite | 1.20M (2.40%) | 1.20M Increased by +100.00% | Sep 30, 23 |
| 5 | VA CollegeAmerica Amcap 529A | 1.20M (2.40%) | 1.20M Increased by +100.00% | Sep 30, 23 |
| 6 | American Funds SMALLCAP World A | 952.20K (1.90%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 7 | Polar Capital Global Ins A Inc | 950.00K (1.90%) | 7.50K Increased by +0.79% | Nov 30, 23 |
| 8 | Vanguard Small Cap Value Index Inv | 921.12K (1.84%) | 2.31K Increased by +0.25% | Nov 30, 23 |
| 9 | American Funds New Economy A | 819.43K (1.64%) | -765.00 Decreased by -0.09% | Sep 30, 23 |
| 10 | Capital Group New Economy Comp | 819.43K (1.64%) | -765.00 Decreased by -0.09% | Sep 30, 23 |
| 11 | American Funds Fundamental Invs A | 743.74K (1.48%) | -458.00 Decreased by -0.06% | Sep 30, 23 |
| 12 | Capital Group Fundamental Invtrs Comp | 743.74K (1.48%) | -458.00 Decreased by -0.06% | Sep 30, 23 |
| 13 | Vanguard Institutional Extnd Mkt Idx Tr | 741.89K (1.48%) | 12.29K Increased by +1.66% | Nov 30, 23 |
| 14 | T. Rowe Price Mid-Cap Value | 647.61K (1.29%) | -29.36K Decreased by -4.53% | Sep 30, 23 |
| 15 | T. Rowe Price US Mid-Cap Value Equity | 647.61K (1.29%) | -29.36K Decreased by -4.53% | Sep 30, 23 |
| 16 | JHancock Disciplined Value Mid Cap I | 428.44K (0.85%) | 2.32K Increased by +0.54% | Oct 31, 23 |