| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWD | 1000.00% |
| 2 | IWB | 1000.00% |
| 3 | ISCB | 1000.00% |
| 4 | ISCG | 1000.00% |
| 5 | JKK | 1000.00% |
| 6 | ISCV | 1000.00% |
| 7 | JKJ | 1000.00% |
| 8 | ITOT | 1000.00% |
| 9 | IYY | 1000.00% |
| 10 | IUSG | 1000.00% |
| 11 | IUSV | 1000.00% |
| 12 | IYG | 1000.00% |
| 13 | IYF | 1000.00% |
| 14 | IWV | 1000.00% |
| 15 | IWS | 1000.00% |
| 16 | IWR | 1000.00% |
| 17 | ZIG | 3.40% |
| 18 | GLRY | 2.46% |
| 19 | KCE | 1.58% |
| 20 | XMLV | 1.55% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 11.98M (10.97%) | -116.78K Decreased by -0.97% | Sep 30, 23 |
| 2 | BlackRock Inc | 11.36M (10.40%) | 158.28K Increased by +1.39% | Sep 30, 23 |
| 3 | Loomis, Sayles & Company LP | 9.61M (8.80%) | -327.45K Decreased by -3.41% | Sep 30, 23 |
| 4 | Morgan Stanley - Brokerage Accounts | 5.95M (5.45%) | -320.18K Decreased by -5.38% | Sep 30, 23 |
| 5 | State Street Corporation | 5.80M (5.31%) | -382.38K Decreased by -6.60% | Sep 30, 23 |
| 6 | Beutel, Goodman & Company Ltd. | 4.04M (3.70%) | -915.00 Decreased by -0.02% | Sep 30, 23 |
| 7 | Bank of America Corp | 3.04M (2.79%) | -72.29K Decreased by -2.38% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 1.94M (1.78%) | 150.72K Increased by +7.77% | Sep 30, 23 |
| 9 | Great West Life Assurance Co | 1.58M (1.45%) | -315.06K Decreased by -19.95% | Sep 30, 23 |
| 10 | Royce & Associates, LP | 1.43M (1.31%) | -35.06K Decreased by -2.45% | Sep 30, 23 |
| 11 | Citadel Advisors Llc | 1.30M (1.19%) | -155.41K Decreased by -11.98% | Sep 30, 23 |
| 12 | BTIM Corp | 1.29M (1.18%) | -808.00 Decreased by -0.06% | Sep 30, 23 |
| 13 | Tandem Investment Advisors Inc | 1.22M (1.12%) | 61.23K Increased by +5.03% | Sep 30, 23 |
| 14 | Bank of New York Mellon Corp | 1.18M (1.08%) | -34.43K Decreased by -2.91% | Sep 30, 23 |
| 15 | Dimensional Fund Advisors, Inc. | 1.18M (1.08%) | -4.36K Decreased by -0.37% | Sep 30, 23 |
| 16 | Northern Trust Corp | 1.14M (1.05%) | 70.94K Increased by +6.20% | Sep 30, 23 |
| 17 | Amvescap Plc. | 1.13M (1.03%) | 475.23K Increased by +42.22% | Sep 30, 23 |
| 18 | Legal & General Group PLC | 952.36K (0.87%) | -12.14K Decreased by -1.27% | Sep 30, 23 |
| 19 | Natixis Advisors, LLC. | 704.01K (0.64%) | -32.67K Decreased by -4.64% | Sep 30, 23 |
| 20 | UBS Asset Mgmt Americas Inc | 698.63K (0.64%) | -52.81K Decreased by -7.56% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Eaton Vance Atlanta Capital SMID-Cap I | 4.26M (3.90%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 3.71M (3.40%) | 16.75K Increased by +0.45% | Nov 30, 23 |
| 3 | Vanguard Small Cap Index | 3.08M (2.82%) | 12.27K Increased by +0.40% | Nov 30, 23 |
| 4 | iShares Core S&P Mid-Cap ETF | 3.04M (2.78%) | -550.00 Decreased by -0.02% | Dec 29, 23 |
| 5 | Loomis Sayles Growth Y | 2.35M (2.15%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 6 | Vanguard Small Cap Value Index Inv | 2.15M (1.96%) | 7.39K Increased by +0.34% | Nov 30, 23 |
| 7 | SPDR® S&P Dividend ETF | 1.58M (1.44%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 1.44M (1.32%) | 36.92K Increased by +2.56% | Nov 30, 23 |
| 9 | Loomis Sayles Large Cap Growth Trust C | 1.15M (1.06%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | Tandem Large Cap Core WRAP | 941.00K (0.86%) | 85.98K Increased by +9.14% | Sep 30, 23 |
| 11 | Beutel Goodman American Equity Class F | 918.14K (0.84%) | -10.73K Decreased by -1.17% | Nov 30, 23 |
| 12 | Brown Advisory BeutelGoodmanLg-CpValInst | 889.69K (0.81%) | -14.70K Decreased by -1.65% | Nov 30, 23 |
| 13 | SPDR® S&P MIDCAP 400 ETF Trust | 805.51K (0.74%) | -6.93K Decreased by -0.86% | Nov 30, 23 |
| 14 | BA Beutel Goodman US Val M USD Inc UnH | 696.24K (0.64%) | 6.11K Increased by +0.88% | Nov 30, 23 |
| 15 | iShares S&P Mid-Cap 400 Growth ETF | 619.82K (0.57%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 16 | Royce Premier Invmt | 615.77K (0.56%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 17 | Royce Small-Cap Premier Quality | 615.77K (0.56%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 18 | BrighthouseI Loomis Sayles Growth Cl B | 594.32K (0.54%) | -33.34K Decreased by -5.61% | Sep 30, 23 |
| 19 | Loomis Sayles US Growth Eq I/A USD | 591.50K (0.54%) | 38.88K Increased by +6.57% | Nov 30, 23 |
| 20 | State St Russell Sm/Mid Cp® Indx NL Cl C | 583.84K (0.53%) | 900.00 Increased by +0.15% | Dec 31, 23 |