| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ISCG | 1000.00% |
| 2 | IUSG | 1000.00% |
| 3 | ITOT | 1000.00% |
| 4 | ISCV | 1000.00% |
| 5 | ISCB | 1000.00% |
| 6 | JKK | 1000.00% |
| 7 | JKJ | 1000.00% |
| 8 | IYY | 1000.00% |
| 9 | IYC | 1000.00% |
| 10 | IWV | 1000.00% |
| 11 | IWS | 1000.00% |
| 12 | IWR | 1000.00% |
| 13 | IWP | 1000.00% |
| 14 | IWF | 1000.00% |
| 15 | IWD | 1000.00% |
| 16 | IWB | 1000.00% |
| 17 | IUSV | 1000.00% |
| 18 | JUNE_old | 3.25% |
| 19 | XMLV | 1.33% |
| 20 | ACTV | 0.71% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Trian Fund Management LP | 33.35M (19.49%) | 12.62M Increased by +37.83% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 20.25M (11.83%) | 1.16M Increased by +5.74% | Sep 30, 23 |
| 3 | BlackRock Inc | 20.22M (11.81%) | -290.45K Decreased by -1.44% | Sep 30, 23 |
| 4 | Massachusetts Financial Services Company | 10.89M (6.36%) | -186.53K Decreased by -1.71% | Sep 30, 23 |
| 5 | Harris Associates L.P. | 7.75M (4.53%) | 2.15M Increased by +27.71% | Sep 30, 23 |
| 6 | JPMorgan Chase & Co | 5.84M (3.41%) | -91.11K Decreased by -1.56% | Sep 30, 23 |
| 7 | Allspring Global Investments Holdings, LLC | 5.27M (3.08%) | 70.83K Increased by +1.34% | Sep 30, 23 |
| 8 | State Street Corporation | 4.85M (2.83%) | -54.10K Decreased by -1.12% | Sep 30, 23 |
| 9 | Charles Schwab Investment Management Inc | 4.67M (2.73%) | 17.32K Increased by +0.37% | Sep 30, 23 |
| 10 | Dimensional Fund Advisors, Inc. | 4.08M (2.38%) | -9.97K Decreased by -0.24% | Sep 30, 23 |
| 11 | HHG PLC | 3.23M (1.89%) | -97.36K Decreased by -3.01% | Sep 30, 23 |
| 12 | Royal Bank of Canada | 3.21M (1.87%) | 113.41K Increased by +3.53% | Sep 30, 23 |
| 13 | Geode Capital Management, LLC | 2.73M (1.59%) | 56.68K Increased by +2.08% | Sep 30, 23 |
| 14 | T. Rowe Price Associates, Inc. | 2.17M (1.27%) | -586.11K Decreased by -27.02% | Sep 30, 23 |
| 15 | Man Group PLC | 2.16M (1.26%) | 1.94M Increased by +89.52% | Sep 30, 23 |
| 16 | Bank of New York Mellon Corp | 2.06M (1.20%) | -45.61K Decreased by -2.21% | Sep 30, 23 |
| 17 | Balyasny Asset Management LLC | 2.02M (1.18%) | 1.95M Increased by +96.29% | Sep 30, 23 |
| 18 | Millennium Management LLC | 1.83M (1.07%) | -620.88K Decreased by -33.93% | Sep 30, 23 |
| 19 | Two Sigma Advisers, LLC | 1.58M (0.92%) | -496.50K Decreased by -31.44% | Sep 30, 23 |
| 20 | Squarepoint Ops LLC | 1.55M (0.91%) | 665.56K Increased by +42.87% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 5.57M (3.26%) | 6.51K Increased by +0.12% | Nov 30, 23 |
| 2 | MFS Mid Cap Value Equity | 5.55M (3.24%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 3 | MFS Mid Cap Value A | 5.54M (3.23%) | -10.83K Decreased by -0.20% | Nov 30, 23 |
| 4 | iShares Core S&P Mid-Cap ETF | 5.07M (2.96%) | -918.00 Decreased by -0.02% | Dec 29, 23 |
| 5 | Vanguard Small Cap Index | 4.61M (2.69%) | 22.01K Increased by +0.48% | Nov 30, 23 |
| 6 | iShares Select Dividend ETF | 3.94M (2.30%) | -2.44K Decreased by -0.06% | Dec 29, 23 |
| 7 | Harris Assoc. Oakmark Eq & Inc CIT | 3.92M (2.29%) | 2.21M Increased by +56.35% | Sep 30, 23 |
| 8 | Oakmark Equity And Income Investor | 3.92M (2.29%) | 2.21M Increased by +56.35% | Sep 30, 23 |
| 9 | Allspring Special Mid Cap Value Inst | 3.90M (2.28%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | Allspring Special US Mid Cap Value Eq | 3.90M (2.28%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 11 | Vanguard Small Cap Value Index Inv | 3.20M (1.87%) | 10.89K Increased by +0.34% | Nov 30, 23 |
| 12 | JPM US Small Cap Core-Composite | 3.19M (1.86%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 13 | JPMorgan Small Cap Equity A | 3.19M (1.86%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 14 | Janus Henderson Triton D | 2.89M (1.69%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 15 | Janus Henderson US SMID Cap Growth | 2.89M (1.69%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 16 | Schwab US Dividend Equity ETF™ | 2.66M (1.55%) | 388.00 Increased by +0.01% | Dec 30, 23 |
| 17 | Vanguard Institutional Extnd Mkt Idx Tr | 2.47M (1.44%) | 45.01K Increased by +1.82% | Nov 30, 23 |
| 18 | Vanguard Equity-Income Inv | 2.19M (1.28%) | 544.18K Increased by +24.85% | Sep 30, 23 |
| 19 | T. Rowe Price Integrated US Sm Gr Eq | 1.46M (0.85%) | -429.70K Decreased by -29.46% | Sep 30, 23 |
| 20 | TRP Integrated US Small-Cap Gr Eq | 1.46M (0.85%) | -429.70K Decreased by -29.46% | Sep 30, 23 |