| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKJ | 1000.00% |
| 2 | IWB | 1000.00% |
| 3 | IWF | 1000.00% |
| 4 | IWP | 1000.00% |
| 5 | IWR | 1000.00% |
| 6 | IUSV | 1000.00% |
| 7 | IUSG | 1000.00% |
| 8 | ITOT | 1000.00% |
| 9 | ISCV | 1000.00% |
| 10 | ISCG | 1000.00% |
| 11 | IWD | 1000.00% |
| 12 | ISCB | 1000.00% |
| 13 | IWS | 1000.00% |
| 14 | IWV | 1000.00% |
| 15 | IYC | 1000.00% |
| 16 | JKK | 1000.00% |
| 17 | IYY | 1000.00% |
| 18 | HOTL | 4.04% |
| 19 | LSAT | 3.18% |
| 20 | GCIG | 3.09% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 7.82M (9.54%) | -188.18K Decreased by -2.41% | Sep 30, 23 |
| 2 | BlackRock Inc | 7.24M (8.83%) | -217.03K Decreased by -3.00% | Sep 30, 23 |
| 3 | Capital Research Global Investors | 6.95M (8.47%) | -23.96K Decreased by -0.34% | Sep 30, 23 |
| 4 | Wellington Management Company LLP | 5.00M (6.10%) | 3.00M Increased by +60.03% | Sep 30, 23 |
| 5 | Boston Partners Global Investors, Inc | 3.23M (3.94%) | -25.61K Decreased by -0.79% | Sep 30, 23 |
| 6 | Alyeska Investment Group, L.P. | 2.61M (3.18%) | 1.17M Increased by +44.64% | Sep 30, 23 |
| 7 | FMR Inc | 2.49M (3.04%) | 64.92K Increased by +2.60% | Sep 30, 23 |
| 8 | State Street Corporation | 2.41M (2.94%) | -60.01K Decreased by -2.49% | Sep 30, 23 |
| 9 | Citadel Advisors Llc | 2.27M (2.77%) | 205.99K Increased by +9.07% | Sep 30, 23 |
| 10 | Morgan Stanley - Brokerage Accounts | 2.24M (2.74%) | 4.48K Increased by +0.20% | Sep 30, 23 |
| 11 | Bank of America Corp | 2.03M (2.48%) | -90.34K Decreased by -4.44% | Sep 30, 23 |
| 12 | Gates Capital Management Inc | 2.01M (2.45%) | -346.59K Decreased by -17.24% | Sep 30, 23 |
| 13 | Nuveen Asset Management, LLC | 1.80M (2.20%) | 206.86K Increased by +11.47% | Sep 30, 23 |
| 14 | Jackson Square Partners, LLC | 1.75M (2.14%) | -140.35K Decreased by -8.01% | Sep 30, 23 |
| 15 | T. Rowe Price Investment Management,Inc. | 1.46M (1.78%) | -9.04K Decreased by -0.62% | Sep 30, 23 |
| 16 | Amvescap Plc. | 1.34M (1.63%) | 475.68K Increased by +35.55% | Sep 30, 23 |
| 17 | Geode Capital Management, LLC | 1.29M (1.57%) | 15.89K Increased by +1.24% | Sep 30, 23 |
| 18 | Burgundy Asset Management Ltd | 1.23M (1.50%) | 19.57K Increased by +1.59% | Sep 30, 23 |
| 19 | JPMorgan Chase & Co | 982.18K (1.20%) | 607.71K Increased by +61.87% | Sep 30, 23 |
| 20 | Bank of New York Mellon Corp | 960.95K (1.17%) | -78.85K Decreased by -8.21% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | American Funds SMALLCAP World A | 3.47M (4.23%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 2.64M (3.22%) | 3.35K Increased by +0.13% | Nov 30, 23 |
| 3 | iShares Core S&P Mid-Cap ETF | 2.52M (3.07%) | -456.00 Decreased by -0.02% | Dec 29, 23 |
| 4 | Capital Group AMCAP Composite | 2.19M (2.67%) | -2.01K Decreased by -0.09% | Sep 30, 23 |
| 5 | VA CollegeAmerica Amcap 529A | 2.19M (2.67%) | -2.01K Decreased by -0.09% | Sep 30, 23 |
| 6 | Vanguard Small Cap Index | 2.18M (2.66%) | 8.89K Increased by +0.41% | Nov 30, 23 |
| 7 | Vanguard Windsor Investor Shares | 1.77M (2.16%) | 1.77M Increased by +100.00% | Sep 30, 23 |
| 8 | JHancock Disciplined Value Mid Cap I | 1.54M (1.88%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 9 | American Funds IS® Growth-Income 1 | 1.32M (1.61%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 10 | Capital Group Core Equity Composite | 1.32M (1.61%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 11 | Vanguard Small Cap Growth Index Inv | 1.22M (1.49%) | 7.14K Increased by +0.58% | Nov 30, 23 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 1.22M (1.49%) | 25.64K Increased by +2.10% | Nov 30, 23 |
| 13 | Calvert Small-Cap A | 1.13M (1.38%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 14 | Calvert US Small-Cap Strategy | 1.13M (1.38%) | 47.96K Increased by +4.23% | Sep 30, 23 |
| 15 | Fidelity® Mid-Cap Stock | 946.47K (1.15%) | -177.18K Decreased by -18.72% | Nov 30, 23 |
| 16 | CREF Stock R1 | 755.76K (0.92%) | 72.38K Increased by +9.58% | Nov 30, 23 |
| 17 | SPDR® S&P MIDCAP 400 ETF Trust | 674.71K (0.82%) | -5.80K Decreased by -0.86% | Nov 30, 23 |
| 18 | Nuveen Dividend Value | 537.55K (0.66%) | 131.96K Increased by +24.55% | Sep 30, 23 |
| 19 | Nuveen Dividend Value A | 528.53K (0.64%) | -4.60K Decreased by -0.87% | Nov 30, 23 |
| 20 | State St Russell Sm/Mid Cp® Indx NL Cl C | 475.78K (0.58%) | -5.20K Decreased by -1.09% | Dec 31, 23 |