| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWD | 1000.00% |
| 2 | JKI | 1000.00% |
| 3 | JKG | 1000.00% |
| 4 | JKF | 1000.00% |
| 5 | JKE | 1000.00% |
| 6 | JKD | 1000.00% |
| 7 | ILCB | 1000.00% |
| 8 | IYY | 1000.00% |
| 9 | IYK | 1000.00% |
| 10 | IWV | 1000.00% |
| 11 | IWS | 1000.00% |
| 12 | IWR | 1000.00% |
| 13 | IUSV | 1000.00% |
| 14 | IWB | 1000.00% |
| 15 | ITOT | 1000.00% |
| 16 | IMCV | 1000.00% |
| 17 | IMCG | 1000.00% |
| 18 | IMCB | 1000.00% |
| 19 | ILCV | 1000.00% |
| 20 | ILCG | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | FMR Inc | 22.54M (9.84%) | -610.83K Decreased by -2.71% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 22.48M (9.81%) | 61.18K Increased by +0.27% | Sep 30, 23 |
| 3 | BlackRock Inc | 19.81M (8.65%) | 295.82K Increased by +1.49% | Sep 30, 23 |
| 4 | Sachem Head Capital Management LP | 18.93M (8.27%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 5 | Boston Partners Global Investors, Inc | 18.31M (8.00%) | 257.50K Increased by +1.41% | Sep 30, 23 |
| 6 | Amvescap Plc. | 10.36M (4.52%) | -1.59M Decreased by -15.32% | Sep 30, 23 |
| 7 | Longview Partners (Guernsey) Ltd. | 8.09M (3.53%) | -196.04K Decreased by -2.42% | Sep 30, 23 |
| 8 | Clarkston Capital Partners, LLC | 8.02M (3.50%) | -81.24K Decreased by -1.01% | Sep 30, 23 |
| 9 | State Street Corporation | 6.29M (2.75%) | 158.03K Increased by +2.51% | Sep 30, 23 |
| 10 | CI Investments Inc | 5.94M (2.59%) | -145.16K Decreased by -2.44% | Sep 30, 23 |
| 11 | JPMorgan Chase & Co | 5.35M (2.34%) | -1.05M Decreased by -19.57% | Sep 30, 23 |
| 12 | Dorsal Capital Management LLC | 4.90M (2.14%) | 348.00K Increased by +7.10% | Sep 30, 23 |
| 13 | Bessemer Group Inc | 4.78M (2.09%) | 4.94K Increased by +0.10% | Sep 30, 23 |
| 14 | Victory Capital Management Inc. | 4.65M (2.03%) | 3.05M Increased by +65.46% | Sep 30, 23 |
| 15 | Massachusetts Financial Services Company | 4.03M (1.76%) | 85.34K Increased by +2.12% | Sep 30, 23 |
| 16 | Dimensional Fund Advisors, Inc. | 3.98M (1.74%) | -30.77K Decreased by -0.77% | Sep 30, 23 |
| 17 | Atalan Capital Partners, LP | 3.77M (1.65%) | 99.60K Increased by +2.64% | Sep 30, 23 |
| 18 | Geode Capital Management, LLC | 3.39M (1.48%) | 91.60K Increased by +2.70% | Sep 30, 23 |
| 19 | Wellington Management Company LLP | 2.87M (1.25%) | 199.27K Increased by +6.94% | Sep 30, 23 |
| 20 | Ameriprise Financial Inc | 2.48M (1.08%) | 36.54K Increased by +1.47% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 6.99M (3.05%) | 8.47K Increased by +0.12% | Nov 30, 23 |
| 2 | iShares Core S&P Mid-Cap ETF | 6.86M (3.00%) | -1.24K Decreased by -0.02% | Dec 29, 23 |
| 3 | Clarkston Capital SMID Composite | 5.92M (2.58%) | -28.18K Decreased by -0.48% | Sep 30, 23 |
| 4 | Vanguard Small Cap Index | 5.75M (2.51%) | 24.00K Increased by +0.42% | Nov 30, 23 |
| 5 | JHancock Disciplined Value Mid Cap I | 4.89M (2.13%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 6 | Vanguard Small Cap Value Index Inv | 4.00M (1.75%) | 11.41K Increased by +0.29% | Nov 30, 23 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 3.28M (1.43%) | 78.92K Increased by +2.40% | Nov 30, 23 |
| 8 | JPM US Mid Cap Value-MA | 3.23M (1.41%) | 3.22M Increased by +99.71% | Sep 30, 23 |
| 9 | JPMorgan Mid Cap Value L | 3.23M (1.41%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | JHancock Disciplined Value I | 3.22M (1.40%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 11 | JPM US Mid Cap Value-Composite | 3.16M (1.38%) | -60.90K Decreased by -1.92% | Dec 31, 23 |
| 12 | Strategic Advisers® Fidelity US TtlStk | 2.95M (1.29%) | 65.35K Increased by +2.22% | Nov 30, 23 |
| 13 | CI Global Income & Growth F | 2.44M (1.07%) | -84.23K Decreased by -3.45% | Sep 30, 23 |
| 14 | Fidelity® Small Cap Value | 2.38M (1.04%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 15 | Clarkston Partners Founders | 2.25M (0.98%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 16 | MFS Mid Cap Value Equity | 2.25M (0.98%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 17 | MFS Mid Cap Value A | 2.24M (0.98%) | -4.39K Decreased by -0.20% | Nov 30, 23 |
| 18 | Invesco Large Cap Growth Composite | 2.15M (0.94%) | -701.59K Decreased by -32.69% | Sep 30, 23 |
| 19 | Fidelity® Series Value Discovery | 2.14M (0.94%) | 22.60K Increased by +1.06% | Nov 30, 23 |
| 20 | Victory Sycamore Established Value R | 2.10M (0.92%) | 2.10M Increased by +100.00% | Sep 30, 23 |