| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWD | 1000.00% |
| 2 | ILCB | 1000.00% |
| 3 | IMCV | 1000.00% |
| 4 | ITOT | 1000.00% |
| 5 | JKI | 1000.00% |
| 6 | JKG | 1000.00% |
| 7 | JKF | 1000.00% |
| 8 | JKE | 1000.00% |
| 9 | JKD | 1000.00% |
| 10 | IUSG | 1000.00% |
| 11 | IYY | 1000.00% |
| 12 | IYC | 1000.00% |
| 13 | IWV | 1000.00% |
| 14 | IWS | 1000.00% |
| 15 | IWR | 1000.00% |
| 16 | IWP | 1000.00% |
| 17 | IWF | 1000.00% |
| 18 | IWB | 1000.00% |
| 19 | ILCG | 1000.00% |
| 20 | ILCV | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 7.58M (12.63%) | -140.37K Decreased by -1.85% | Sep 30, 23 |
| 2 | FMR Inc | 7.32M (12.20%) | -419.24K Decreased by -5.72% | Sep 30, 23 |
| 3 | BlackRock Inc | 5.97M (9.94%) | -54.97K Decreased by -0.92% | Sep 30, 23 |
| 4 | Aristotle Capital Management LLC | 4.60M (7.67%) | -13.80K Decreased by -0.30% | Sep 30, 23 |
| 5 | Blackhill Capital Inc | 3.95M (6.57%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 6 | Capital Research Global Investors | 3.64M (6.07%) | 310.41K Increased by +8.52% | Sep 30, 23 |
| 7 | LEONARD GREEN PARTNERS LP | 3.21M (5.35%) | 3.21M Increased by +100.00% | Sep 30, 23 |
| 8 | State Street Corporation | 2.20M (3.67%) | -68.84K Decreased by -3.13% | Sep 30, 23 |
| 9 | Charles Schwab Investment Management Inc | 1.46M (2.43%) | 18.00K Increased by +1.24% | Sep 30, 23 |
| 10 | Geode Capital Management, LLC | 1.15M (1.91%) | 6.51K Increased by +0.57% | Sep 30, 23 |
| 11 | Dimensional Fund Advisors, Inc. | 946.82K (1.58%) | -5.00K Decreased by -0.53% | Sep 30, 23 |
| 12 | Bank of New York Mellon Corp | 832.40K (1.39%) | -21.93K Decreased by -2.63% | Sep 30, 23 |
| 13 | Northern Trust Corp | 712.30K (1.19%) | -45.91K Decreased by -6.44% | Sep 30, 23 |
| 14 | Principal Financial Group Inc | 667.78K (1.11%) | -14.95K Decreased by -2.24% | Sep 30, 23 |
| 15 | Pacer Advisors, INC. | 624.61K (1.04%) | 21.52K Increased by +3.45% | Sep 30, 23 |
| 16 | Ameriprise Financial Inc | 595.71K (0.99%) | -111.01K Decreased by -18.64% | Sep 30, 23 |
| 17 | HS Management Partners, LLC | 594.07K (0.99%) | 41.41K Increased by +6.97% | Sep 30, 23 |
| 18 | AllianceBernstein L.P. | 567.55K (0.95%) | -96.84K Decreased by -17.06% | Sep 30, 23 |
| 19 | Morgan Stanley - Brokerage Accounts | 558.50K (0.93%) | -111.03K Decreased by -19.88% | Sep 30, 23 |
| 20 | HHG PLC | 514.67K (0.86%) | -22.59K Decreased by -4.39% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Capital Group AMCAP Composite | 2.20M (3.66%) | 302.76K Increased by +13.77% | Sep 30, 23 |
| 2 | VA CollegeAmerica Amcap 529A | 2.20M (3.66%) | 302.76K Increased by +13.77% | Sep 30, 23 |
| 3 | Fidelity® Contrafund® | 2.14M (3.56%) | 66.40K Increased by +3.11% | Nov 30, 23 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 2.01M (3.35%) | 2.50K Increased by +0.12% | Nov 30, 23 |
| 5 | iShares Core S&P Mid-Cap ETF | 1.95M (3.24%) | -352.00 Decreased by -0.02% | Dec 29, 23 |
| 6 | Vanguard Small Cap Index | 1.66M (2.77%) | 6.84K Increased by +0.41% | Nov 30, 23 |
| 7 | Schwab US Dividend Equity ETF™ | 1.01M (1.68%) | 146.00 Increased by +0.01% | Dec 30, 23 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 930.77K (1.55%) | 16.30K Increased by +1.75% | Nov 30, 23 |
| 9 | Vanguard Small Cap Value Index Inv | 929.54K (1.55%) | 3.15K Increased by +0.34% | Nov 30, 23 |
| 10 | American Funds American Mutual A | 898.13K (1.50%) | -1.87K Decreased by -0.21% | Sep 30, 23 |
| 11 | Capital Group American Mutual Comp | 898.13K (1.50%) | -1.87K Decreased by -0.21% | Sep 30, 23 |
| 12 | Fidelity Contrafund Commingled Pl O | 872.56K (1.45%) | 28.00K Increased by +3.21% | Nov 30, 23 |
| 13 | Vanguard Equity-Income Inv | 855.77K (1.43%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 14 | Pacer US Cash Cows 100 ETF | 600.34K (1.00%) | 2.38K Increased by +0.40% | Dec 29, 23 |
| 15 | Fidelity® Contrafund® K6 | 562.81K (0.94%) | 18.00K Increased by +3.20% | Nov 30, 23 |
| 16 | SPDR® S&P MIDCAP 400 ETF Trust | 514.27K (0.86%) | -4.42K Decreased by -0.86% | Nov 30, 23 |
| 17 | American Funds SMALLCAP World A | 500.00K (0.83%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 18 | iShares S&P Mid-Cap 400 Growth ETF | 424.08K (0.71%) | -594.00 Decreased by -0.14% | Dec 29, 23 |
| 19 | Fidelity® VIP Mid Cap Initial | 413.92K (0.69%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 20 | VIP Mid Cap Initial | 413.92K (0.69%) | 0.00 Increased by 0.00% | Nov 30, 23 |