| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKG | 1000.00% |
| 2 | IWF | 1000.00% |
| 3 | IWR | 1000.00% |
| 4 | IWB | 1000.00% |
| 5 | IUSV | 1000.00% |
| 6 | IUSG | 1000.00% |
| 7 | IWV | 1000.00% |
| 8 | ITOT | 1000.00% |
| 9 | IMCV | 1000.00% |
| 10 | IMCG | 1000.00% |
| 11 | IMCB | 1000.00% |
| 12 | ILCV | 1000.00% |
| 13 | ILCG | 1000.00% |
| 14 | ILCB | 1000.00% |
| 15 | IYY | 1000.00% |
| 16 | JKD | 1000.00% |
| 17 | JKE | 1000.00% |
| 18 | JKI | 1000.00% |
| 19 | JKF | 1000.00% |
| 20 | IWP | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | MFN Partners Management, LP | 12.68M (12.39%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 10.79M (10.55%) | 54.53K Increased by +0.51% | Sep 30, 23 |
| 3 | BlackRock Inc | 9.98M (9.76%) | 63.63K Increased by +0.64% | Sep 30, 23 |
| 4 | FMR Inc | 7.51M (7.35%) | -264.13K Decreased by -3.52% | Sep 30, 23 |
| 5 | Capital Research Global Investors | 6.20M (6.06%) | 2.94M Increased by +47.50% | Sep 30, 23 |
| 6 | Orbis Allan Gray Ltd | 6.04M (5.90%) | -1.80M Decreased by -29.90% | Sep 30, 23 |
| 7 | Capital World Investors | 3.85M (3.76%) | 3.17M Increased by +82.31% | Sep 30, 23 |
| 8 | Massachusetts Financial Services Company | 3.50M (3.42%) | -933.10K Decreased by -26.68% | Sep 30, 23 |
| 9 | Cercano Management LLC | 3.44M (3.37%) | -169.99K Decreased by -4.94% | Sep 30, 23 |
| 10 | State Street Corporation | 3.28M (3.21%) | 65.54K Increased by +2.00% | Sep 30, 23 |
| 11 | Frontier Capital Management CO Inc | 2.63M (2.57%) | -1.13M Decreased by -43.04% | Sep 30, 23 |
| 12 | Fidelity International Ltd | 2.08M (2.04%) | 1.10M Increased by +52.91% | Sep 30, 23 |
| 13 | Millennium Management LLC | 1.97M (1.93%) | 301.77K Increased by +15.30% | Sep 30, 23 |
| 14 | AllianceBernstein L.P. | 1.80M (1.76%) | -1.11M Decreased by -61.68% | Sep 30, 23 |
| 15 | Geode Capital Management, LLC | 1.72M (1.68%) | 35.56K Increased by +2.06% | Sep 30, 23 |
| 16 | ClearBridge Advisors, LLC | 1.67M (1.64%) | -129.65K Decreased by -7.75% | Sep 30, 23 |
| 17 | Citadel Advisors Llc | 1.59M (1.56%) | 311.41K Increased by +19.53% | Sep 30, 23 |
| 18 | Ameriprise Financial Inc | 1.51M (1.48%) | -645.13K Decreased by -42.74% | Sep 30, 23 |
| 19 | Dimensional Fund Advisors, Inc. | 1.40M (1.37%) | 28.21K Increased by +2.01% | Sep 30, 23 |
| 20 | Morgan Stanley - Brokerage Accounts | 1.30M (1.27%) | -94.18K Decreased by -7.22% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Capital Group AMCAP Composite | 3.84M (3.75%) | 2.90M Increased by +75.61% | Sep 30, 23 |
| 2 | VA CollegeAmerica Amcap 529A | 3.84M (3.75%) | 2.90M Increased by +75.61% | Sep 30, 23 |
| 3 | iShares Core S&P Mid-Cap ETF | 3.52M (3.44%) | -637.00 Decreased by -0.02% | Dec 29, 23 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 3.45M (3.38%) | 4.24K Increased by +0.12% | Nov 30, 23 |
| 5 | Vanguard Small Cap Index | 2.85M (2.79%) | 11.83K Increased by +0.41% | Nov 30, 23 |
| 6 | American Funds SMALLCAP World A | 2.84M (2.78%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 7 | American Funds Growth Fund of Amer A | 2.54M (2.48%) | 2.54M Increased by +100.00% | Sep 30, 23 |
| 8 | Capital Group Growth Fnd of Amer Comp | 2.54M (2.48%) | 2.54M Increased by +100.00% | Sep 30, 23 |
| 9 | Vanguard Small Cap Value Index Inv | 1.98M (1.94%) | 5.64K Increased by +0.28% | Nov 30, 23 |
| 10 | MFS Mid Cap Value Equity | 1.84M (1.79%) | -218.43K Decreased by -11.90% | Sep 30, 23 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 1.68M (1.64%) | 30.68K Increased by +1.82% | Nov 30, 23 |
| 12 | Orbis Global Equity Investor | 1.59M (1.55%) | -557.93K Decreased by -35.09% | Sep 30, 23 |
| 13 | Fidelity® Series Stk Selec Lg Cp Val | 1.56M (1.53%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 14 | MFS Mid Cap Value A | 1.38M (1.35%) | -259.80K Decreased by -18.82% | Nov 30, 23 |
| 15 | Fidelity® Small Cap Value | 1.03M (1.01%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 16 | SPDR® S&P MIDCAP 400 ETF Trust | 928.63K (0.91%) | -7.98K Decreased by -0.86% | Nov 30, 23 |
| 17 | Fidelity® Small Cap Discovery | 904.64K (0.88%) | -9.00K Decreased by -0.99% | Oct 31, 23 |
| 18 | ClearBridge Small Cap Growth A | 787.86K (0.77%) | -3.17K Decreased by -0.40% | Sep 30, 23 |
| 19 | ClearBridge Small Cap Growth | 779.19K (0.76%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | Fidelity® Value | 744.80K (0.73%) | -36.90K Decreased by -4.95% | Oct 31, 23 |