| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IMCG | 1000.00% |
| 2 | EXI | 1000.00% |
| 3 | ILCB | 1000.00% |
| 4 | JKG | 1000.00% |
| 5 | JKE | 1000.00% |
| 6 | JKD | 1000.00% |
| 7 | IYY | 1000.00% |
| 8 | IWV | 1000.00% |
| 9 | ILCG | 1000.00% |
| 10 | IWS | 1000.00% |
| 11 | IWR | 1000.00% |
| 12 | IWD | 1000.00% |
| 13 | IWB | 1000.00% |
| 14 | IVV | 1000.00% |
| 15 | IVE | 1000.00% |
| 16 | IUSV | 1000.00% |
| 17 | ITOT | 1000.00% |
| 18 | IMCB | 1000.00% |
| 19 | EFRA | 6.35% |
| 20 | SSPX | 4.96% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 20.10M (11.34%) | -251.75K Decreased by -1.25% | Sep 30, 23 |
| 2 | Wellington Management Company LLP | 12.07M (6.81%) | -125.17K Decreased by -1.04% | Sep 30, 23 |
| 3 | BlackRock Inc | 11.95M (6.74%) | 86.37K Increased by +0.72% | Sep 30, 23 |
| 4 | T. Rowe Price Associates, Inc. | 8.57M (4.83%) | 1.67M Increased by +19.54% | Sep 30, 23 |
| 5 | Pzena Investment Management, LLC | 7.50M (4.23%) | -62.17K Decreased by -0.83% | Sep 30, 23 |
| 6 | State Street Corporation | 6.81M (3.84%) | -145.73K Decreased by -2.14% | Sep 30, 23 |
| 7 | Select Equity Group LP | 5.73M (3.23%) | -879.85K Decreased by -15.36% | Sep 30, 23 |
| 8 | HHG PLC | 5.42M (3.05%) | -58.68K Decreased by -1.08% | Sep 30, 23 |
| 9 | Massachusetts Financial Services Company | 5.11M (2.88%) | -61.57K Decreased by -1.20% | Sep 30, 23 |
| 10 | Geode Capital Management, LLC | 3.83M (2.16%) | 57.88K Increased by +1.51% | Sep 30, 23 |
| 11 | Farallon Capital Management, L.L.C. | 3.26M (1.84%) | 14.12K Increased by +0.43% | Sep 30, 23 |
| 12 | Amvescap Plc. | 3.15M (1.78%) | -548.13K Decreased by -17.40% | Sep 30, 23 |
| 13 | Nuveen Asset Management, LLC | 3.14M (1.77%) | 577.81K Increased by +18.41% | Sep 30, 23 |
| 14 | Morgan Stanley - Brokerage Accounts | 2.99M (1.69%) | 48.20K Increased by +1.61% | Sep 30, 23 |
| 15 | Boston Partners Global Investors, Inc | 2.98M (1.68%) | -73.12K Decreased by -2.45% | Sep 30, 23 |
| 16 | Mackenzie Investments | 1.97M (1.11%) | -291.30K Decreased by -14.80% | Sep 30, 23 |
| 17 | Northern Trust Corp | 1.71M (0.97%) | 57.13K Increased by +3.34% | Sep 30, 23 |
| 18 | Beutel, Goodman & Company Ltd. | 1.64M (0.92%) | 100.00 Increased by +0.01% | Sep 30, 23 |
| 19 | 3G Sahana Capital Management LP | 1.63M (0.92%) | 52.87K Increased by +3.24% | Sep 30, 23 |
| 20 | FMR Inc | 1.63M (0.92%) | -254.99K Decreased by -15.65% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 5.62M (3.17%) | 7.10K Increased by +0.13% | Nov 30, 23 |
| 2 | Vanguard Windsor Investor Shares | 4.39M (2.47%) | -141.58K Decreased by -3.23% | Sep 30, 23 |
| 3 | Vanguard Institutional 500 Index Trust | 4.37M (2.46%) | 42.75K Increased by +0.98% | Nov 30, 23 |
| 4 | Vanguard Mid Cap Index Institutional | 4.07M (2.30%) | 5.35K Increased by +0.13% | Nov 30, 23 |
| 5 | Janus Henderson Enterprise D | 2.68M (1.51%) | -9.07K Decreased by -0.34% | Sep 30, 23 |
| 6 | Janus Inst Mid Cap Growth CF | 2.68M (1.51%) | -9.07K Decreased by -0.34% | Sep 30, 23 |
| 7 | T. Rowe Price US Value Equity Composite | 2.52M (1.42%) | 734.75K Increased by +29.17% | Sep 30, 23 |
| 8 | T. Rowe Price Value | 2.52M (1.42%) | 734.75K Increased by +29.17% | Sep 30, 23 |
| 9 | T. Rowe Price U.S. Value Equity Tr-Z | 2.24M (1.26%) | 661.05K Increased by +29.48% | Sep 30, 23 |
| 10 | SPDR® S&P 500 ETF Trust | 2.21M (1.25%) | -15.48K Decreased by -0.70% | Dec 31, 23 |
| 11 | Fidelity® 500 Index | 2.09M (1.18%) | 13.28K Increased by +0.64% | Nov 30, 23 |
| 12 | Hartford Dividend and Growth Y | 1.98M (1.12%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 13 | iShares Core S&P 500 ETF | 1.78M (1.01%) | 1.07K Increased by +0.06% | Dec 29, 23 |
| 14 | MFS Mid Cap Growth A | 1.56M (0.88%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | MFS Mid Cap Growth Equity | 1.56M (0.88%) | -6.46K Decreased by -0.42% | Sep 30, 23 |
| 16 | Vanguard Value Index Inv | 1.53M (0.87%) | 2.68K Increased by +0.17% | Nov 30, 23 |
| 17 | MFS Mid Cap Value Equity | 1.53M (0.86%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 18 | MFS Mid Cap Value A | 1.52M (0.86%) | -2.98K Decreased by -0.20% | Nov 30, 23 |
| 19 | Vanguard Mid-Cap Value ETF | 1.44M (0.81%) | -6.44K Decreased by -0.45% | Nov 30, 23 |
| 20 | Eagle Mid-Cap Growth - Institutional | 1.31M (0.74%) | 2.46K Increased by +0.19% | Dec 31, 23 |