| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKD | 1000.00% |
| 2 | IVE | 1000.00% |
| 3 | IUSV | 1000.00% |
| 4 | IXJ | 1000.00% |
| 5 | IYH | 1000.00% |
| 6 | IVV | 1000.00% |
| 7 | JKE | 1000.00% |
| 8 | IYY | 1000.00% |
| 9 | ITOT | 1000.00% |
| 10 | IMCV | 1000.00% |
| 11 | IMCG | 1000.00% |
| 12 | IMCB | 1000.00% |
| 13 | ILCV | 1000.00% |
| 14 | ILCG | 1000.00% |
| 15 | ILCB | 1000.00% |
| 16 | IHI | 1000.00% |
| 17 | IWB | 1000.00% |
| 18 | IWD | 1000.00% |
| 19 | IWR | 1000.00% |
| 20 | IWS | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | T. Rowe Price Investment Management,Inc. | 7.10M (15.14%) | -1.46M Decreased by -20.56% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 5.40M (11.52%) | -39.00K Decreased by -0.72% | Sep 30, 23 |
| 3 | HHG PLC | 4.21M (8.99%) | 367.32K Increased by +8.72% | Sep 30, 23 |
| 4 | BlackRock Inc | 4.07M (8.69%) | 111.34K Increased by +2.74% | Sep 30, 23 |
| 5 | Morgan Stanley - Brokerage Accounts | 2.82M (6.02%) | -123.53K Decreased by -4.38% | Sep 30, 23 |
| 6 | Wellington Management Company LLP | 2.44M (5.21%) | -72.81K Decreased by -2.98% | Sep 30, 23 |
| 7 | State Street Corporation | 2.28M (4.87%) | -78.58K Decreased by -3.44% | Sep 30, 23 |
| 8 | T. Rowe Price Associates, Inc. | 1.97M (4.21%) | -32.81K Decreased by -1.66% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 1.01M (2.16%) | 18.23K Increased by +1.80% | Sep 30, 23 |
| 10 | Cooke & Bieler LP | 695.66K (1.48%) | 326.87K Increased by +46.99% | Sep 30, 23 |
| 11 | Amvescap Plc. | 621.45K (1.33%) | 117.40K Increased by +18.89% | Sep 30, 23 |
| 12 | Bank of America Corp | 526.68K (1.12%) | -2.52K Decreased by -0.48% | Sep 30, 23 |
| 13 | TD Asset Management Inc | 481.84K (1.03%) | 11.80K Increased by +2.45% | Sep 30, 23 |
| 14 | Northern Trust Corp | 457.17K (0.98%) | 19.00K Increased by +4.16% | Sep 30, 23 |
| 15 | Bessemer Group Inc | 446.53K (0.95%) | -104.39K Decreased by -23.38% | Sep 30, 23 |
| 16 | Bank of New York Mellon Corp | 413.30K (0.88%) | -10.01K Decreased by -2.42% | Sep 30, 23 |
| 17 | Massachusetts Financial Services Company | 397.09K (0.85%) | 517.00 Increased by +0.13% | Sep 30, 23 |
| 18 | Charles Schwab Investment Management Inc | 393.05K (0.84%) | 4.42K Increased by +1.12% | Sep 30, 23 |
| 19 | Glenview Capital Management LLC | 380.71K (0.81%) | 380.71K Increased by +100.00% | Sep 30, 23 |
| 20 | Franklin Resources Inc | 330.81K (0.71%) | 613.00 Increased by +0.19% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | T. Rowe Price Mid-Cap Growth | 2.58M (5.51%) | -11.30K Decreased by -0.44% | Sep 30, 23 |
| 2 | T. Rowe Price US Mid-Cap Growth Equity | 2.58M (5.51%) | -11.30K Decreased by -0.44% | Sep 30, 23 |
| 3 | Janus Henderson Enterprise D | 1.94M (4.14%) | 158.98K Increased by +8.19% | Sep 30, 23 |
| 4 | Janus Inst Mid Cap Growth CF | 1.94M (4.14%) | 158.98K Increased by +8.19% | Sep 30, 23 |
| 5 | Eaton Vance Atlanta Capital SMID-Cap I | 1.48M (3.17%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 6 | Vanguard Total Stock Mkt Idx Inv | 1.48M (3.15%) | 1.78K Increased by +0.12% | Nov 30, 23 |
| 7 | Vanguard Health Care Inv | 1.22M (2.60%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 8 | T. Rowe Price Capital Appreciation | 1.15M (2.45%) | -905.69K Decreased by -79.01% | Sep 30, 23 |
| 9 | Vanguard Institutional 500 Index Trust | 1.15M (2.44%) | 11.42K Increased by +1.00% | Nov 30, 23 |
| 10 | Vanguard Mid Cap Index Institutional | 1.07M (2.28%) | 647.00 Increased by +0.06% | Nov 30, 23 |
| 11 | Janus Henderson Contrarian D | 1.06M (2.25%) | 273.02K Increased by +25.87% | Sep 30, 23 |
| 12 | Janus Henderson US Opportunistic Alpha | 1.06M (2.25%) | 273.02K Increased by +25.87% | Sep 30, 23 |
| 13 | T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z | 600.80K (1.28%) | 16.30K Increased by +2.71% | Sep 30, 23 |
| 14 | BlackRock Mid-Cap Growth Equity Instl | 588.33K (1.26%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | SPDR® S&P 500 ETF Trust | 580.80K (1.24%) | -4.09K Decreased by -0.70% | Dec 31, 23 |
| 16 | Fidelity® 500 Index | 547.59K (1.17%) | 3.48K Increased by +0.64% | Nov 30, 23 |
| 17 | Vanguard Windsor Investor Shares | 524.14K (1.12%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 18 | iShares Core S&P 500 ETF | 468.09K (1.00%) | 280.00 Increased by +0.06% | Dec 29, 23 |
| 19 | T. Rowe Price Instl Mid-Cap Equity Gr | 460.00K (0.98%) | -3.00K Decreased by -0.65% | Sep 30, 23 |
| 20 | JNL/T. Rowe Price Mid-Cap Growth A | 458.00K (0.98%) | -11.00K Decreased by -2.40% | Sep 30, 23 |