| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKD | 1000.00% |
| 2 | IWD | 1000.00% |
| 3 | IWB | 1000.00% |
| 4 | IWS | 1000.00% |
| 5 | IUSV | 1000.00% |
| 6 | IWV | 1000.00% |
| 7 | ITOT | 1000.00% |
| 8 | IMCV | 1000.00% |
| 9 | JKH | 1000.00% |
| 10 | JKG | 1000.00% |
| 11 | JKF | 1000.00% |
| 12 | JKE | 1000.00% |
| 13 | IWR | 1000.00% |
| 14 | IMCG | 1000.00% |
| 15 | IMCB | 1000.00% |
| 16 | ILCV | 1000.00% |
| 17 | ILCG | 1000.00% |
| 18 | ILCB | 1000.00% |
| 19 | IYC | 1000.00% |
| 20 | IYY | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | FMR Inc | 13.39M (10.20%) | -1.78M Decreased by -13.29% | Jun 30, 24 |
| 2 | Vanguard Group Inc | 13.19M (10.05%) | -137.46K Decreased by -1.04% | Jun 30, 24 |
| 3 | BlackRock Inc | 11.43M (8.71%) | -312.98K Decreased by -2.74% | Jun 30, 24 |
| 4 | Victory Capital Management Inc. | 6.22M (4.74%) | -21.27K Decreased by -0.34% | Jun 30, 24 |
| 5 | Amundi | 6.07M (4.62%) | 736.03K Increased by +12.13% | Mar 31, 24 |
| 6 | Franklin Resources Inc | 4.43M (3.37%) | 512.83K Increased by +11.58% | Jun 30, 24 |
| 7 | State Street Corporation | 4.07M (3.10%) | 102.34K Increased by +2.51% | Mar 31, 24 |
| 8 | Putnam Investments LLC | 3.65M (2.78%) | 150.41K Increased by +4.12% | Dec 31, 23 |
| 9 | Putnam Investments, LLC., a Franklin Templeton company | 3.65M (2.78%) | 150.41K Increased by +4.12% | Dec 31, 23 |
| 10 | River Road Asset Management, LLC | 3.23M (2.46%) | -674.68K Decreased by -20.90% | Jun 30, 24 |
| 11 | Thrivent Financial For Lutherans | 3.13M (2.38%) | 726.17K Increased by +23.22% | Mar 31, 24 |
| 12 | Bessemer Group Inc | 3.12M (2.38%) | 56.44K Increased by +1.81% | Mar 31, 24 |
| 13 | JPMorgan Chase & Co | 2.90M (2.21%) | -90.84K Decreased by -3.13% | Mar 31, 24 |
| 14 | Morgan Stanley - Brokerage Accounts | 2.84M (2.16%) | -714.71K Decreased by -25.19% | Mar 31, 24 |
| 15 | Fiduciary Management, Inc. of Milwaukee | 2.77M (2.11%) | 232.38K Increased by +8.40% | Jun 30, 24 |
| 16 | ClearBridge Advisors, LLC | 2.65M (2.02%) | -372.79K Decreased by -14.06% | Jun 30, 24 |
| 17 | Geode Capital Management, LLC | 2.15M (1.64%) | 86.27K Increased by +4.00% | Mar 31, 24 |
| 18 | Amvescap Plc. | 1.89M (1.44%) | 313.64K Increased by +16.59% | Mar 31, 24 |
| 19 | Ameriprise Financial Inc | 1.69M (1.29%) | 467.57K Increased by +27.69% | Sep 30, 23 |
| 20 | TimesSquare Capital Management, LLC | 1.65M (1.26%) | 152.87K Increased by +9.26% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 4.21M (3.21%) | -580.00 Decreased by -0.01% | Aug 28, 24 |
| 2 | Victory Sycamore Established Value R | 4.17M (3.17%) | 40.00K Increased by +0.96% | Jun 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 4.16M (3.17%) | -9.40K Decreased by -0.23% | Jul 31, 24 |
| 4 | Vanguard Small Cap Index | 3.35M (2.55%) | 12.61K Increased by +0.38% | Jul 31, 24 |
| 5 | Pioneer A | 3.06M (2.33%) | -7.07K Decreased by -0.23% | Jun 30, 24 |
| 6 | Pioneer US Large Core Equity | 3.06M (2.33%) | 26.05K Increased by +0.85% | Jun 30, 24 |
| 7 | Vanguard Small Cap Value Index Inv | 2.25M (1.72%) | 7.48K Increased by +0.33% | Jul 31, 24 |
| 8 | Putnam Large Cap Value A | 2.22M (1.70%) | 39.02K Increased by +1.75% | Jul 31, 24 |
| 9 | Putnam US Large Cap Value Equity | 2.19M (1.67%) | 113.57K Increased by +5.20% | Jun 30, 24 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 2.03M (1.55%) | 9.49K Increased by +0.47% | Jul 31, 24 |
| 11 | Select Retailing | 1.58M (1.20%) | 100.00K Increased by +6.34% | Nov 30, 23 |
| 12 | Amundi Fds US Pioneer A USD C | 1.55M (1.18%) | -43.19K Decreased by -2.78% | Jul 31, 24 |
| 13 | Fidelity® Low-Priced Stock | 1.51M (1.15%) | -1.57K Decreased by -0.10% | Oct 31, 23 |
| 14 | FMI Common Stock Investor | 1.41M (1.07%) | 185.00K Increased by +13.12% | Jun 30, 24 |
| 15 | Vanguard Explorer Inv | 1.33M (1.01%) | -150.07K Decreased by -11.29% | Jun 30, 24 |
| 16 | Fidelity Low-Priced Stock | 1.30M (0.99%) | -1.25K Decreased by -0.10% | Jun 30, 24 |
| 17 | MFS Mid Cap Value A | 1.14M (0.87%) | 0.00 Increased by 0.00% | Jul 31, 24 |
| 18 | MFS Mid Cap Value Equity | 1.14M (0.87%) | -22.21K Decreased by -1.95% | Jun 30, 24 |
| 19 | JPM US Small Cap Core-Composite | 1.13M (0.86%) | -14.50K Decreased by -1.28% | Dec 31, 23 |
| 20 | JPMorgan Small Cap Equity A | 1.13M (0.86%) | 0.00 Increased by 0.00% | Dec 31, 23 |