| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKG | 1000.00% |
| 2 | ILCB | 1000.00% |
| 3 | ILCV | 1000.00% |
| 4 | IMCB | 1000.00% |
| 5 | IMCV | 1000.00% |
| 6 | JKF | 1000.00% |
| 7 | JKI | 1000.00% |
| 8 | ITOT | 1000.00% |
| 9 | IUSG | 1000.00% |
| 10 | IWB | 1000.00% |
| 11 | IWD | 1000.00% |
| 12 | IWR | 1000.00% |
| 13 | IWS | 1000.00% |
| 14 | IWV | 1000.00% |
| 15 | IYM | 1000.00% |
| 16 | IYY | 1000.00% |
| 17 | JKD | 1000.00% |
| 18 | FXZ | 4.92% |
| 19 | SLX | 4.74% |
| 20 | XME | 4.40% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 7.10M (12.44%) | -71.23K Decreased by -1.00% | Sep 30, 23 |
| 2 | BlackRock Inc | 6.75M (11.83%) | -205.64K Decreased by -3.05% | Sep 30, 23 |
| 3 | State Street Corporation | 2.56M (4.48%) | -49.40K Decreased by -1.93% | Sep 30, 23 |
| 4 | Dimensional Fund Advisors, Inc. | 1.47M (2.58%) | -236.56K Decreased by -16.06% | Sep 30, 23 |
| 5 | Yacktman Asset Management Co | 1.23M (2.16%) | -16.95K Decreased by -1.38% | Sep 30, 23 |
| 6 | Wellington Management Company LLP | 1.20M (2.10%) | 12.17K Increased by +1.02% | Sep 30, 23 |
| 7 | Royal London Asset Management Ltd | 982.54K (1.72%) | -27.64K Decreased by -2.81% | Sep 30, 23 |
| 8 | LSV Asset Management | 932.78K (1.63%) | -103.10K Decreased by -11.05% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 907.73K (1.59%) | 31.81K Increased by +3.50% | Sep 30, 23 |
| 10 | FMR Inc | 893.25K (1.57%) | -156.93K Decreased by -17.57% | Sep 30, 23 |
| 11 | Acadian Asset Management LLC | 892.34K (1.56%) | 743.91K Increased by +83.37% | Sep 30, 23 |
| 12 | T. Rowe Price Associates, Inc. | 891.50K (1.56%) | 32.67K Increased by +3.67% | Sep 30, 23 |
| 13 | First Trust Advisors L.P. | 820.92K (1.44%) | -21.72K Decreased by -2.65% | Sep 30, 23 |
| 14 | Amvescap Plc. | 723.75K (1.27%) | 189.33K Increased by +26.16% | Sep 30, 23 |
| 15 | Northern Trust Corp | 675.80K (1.18%) | 37.97K Increased by +5.62% | Sep 30, 23 |
| 16 | Bank of New York Mellon Corp | 670.39K (1.17%) | -26.39K Decreased by -3.94% | Sep 30, 23 |
| 17 | Victory Capital Management Inc. | 647.23K (1.13%) | -237.25K Decreased by -36.66% | Sep 30, 23 |
| 18 | Lord, Abbett & Co LLC | 631.86K (1.11%) | -128.11K Decreased by -20.28% | Sep 30, 23 |
| 19 | T. Rowe Price Investment Management,Inc. | 615.05K (1.08%) | 6.60K Increased by +1.07% | Sep 30, 23 |
| 20 | Morgan Stanley - Brokerage Accounts | 545.96K (0.96%) | 37.26K Increased by +6.83% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 1.84M (3.22%) | 2.17K Increased by +0.12% | Nov 30, 23 |
| 2 | iShares Core S&P Mid-Cap ETF | 1.74M (3.06%) | -316.00 Decreased by -0.02% | Dec 29, 23 |
| 3 | Vanguard Small Cap Index | 1.52M (2.66%) | 6.13K Increased by +0.40% | Nov 30, 23 |
| 4 | Vanguard Small Cap Value Index Inv | 1.05M (1.85%) | 2.57K Increased by +0.24% | Nov 30, 23 |
| 5 | Vanguard Institutional Extnd Mkt Idx Tr | 846.66K (1.48%) | 16.71K Increased by +1.97% | Nov 30, 23 |
| 6 | First Trust Rising Dividend Achiev ETF | 669.41K (1.17%) | 940.00 Increased by +0.14% | Dec 28, 23 |
| 7 | AMG Yacktman I | 650.00K (1.14%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 8 | Vanguard Windsor Investor Shares | 639.38K (1.12%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 9 | Pacer US Cash Cows 100 ETF | 521.65K (0.91%) | 2.07K Increased by +0.40% | Dec 29, 23 |
| 10 | Vanguard Equity-Income Inv | 470.24K (0.82%) | -35.36K Decreased by -7.52% | Sep 30, 23 |
| 11 | SPDR® S&P MIDCAP 400 ETF Trust | 468.91K (0.82%) | -4.04K Decreased by -0.86% | Nov 30, 23 |
| 12 | iShares S&P Mid-Cap 400 Growth ETF | 379.95K (0.67%) | -532.00 Decreased by -0.14% | Dec 29, 23 |
| 13 | DFA US Large Cap Value I | 372.88K (0.65%) | -452.00 Decreased by -0.12% | Nov 30, 23 |
| 14 | Victory Sycamore Established Value R | 360.00K (0.63%) | -170.00K Decreased by -47.22% | Sep 30, 23 |
| 15 | T. Rowe Price Real Assets Tr I-Z | 342.82K (0.60%) | 35.76K Increased by +10.43% | Sep 30, 23 |
| 16 | Vanguard Dividend Appreciation ETF | 337.32K (0.59%) | 2.29K Increased by +0.68% | Nov 30, 23 |
| 17 | State St Russell Sm/Mid Cp® Indx NL Cl C | 335.08K (0.59%) | 6.40K Increased by +1.91% | Nov 30, 23 |
| 18 | Fidelity® Extended Market Index | 315.90K (0.55%) | 4.76K Increased by +1.51% | Nov 30, 23 |
| 19 | AMG Yacktman Focused N | 310.00K (0.54%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 20 | SPDR® S&P Metals and Mining ETF | 297.41K (0.52%) | -886.00 Decreased by -0.30% | Dec 29, 23 |