| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ILCG | 1000.00% |
| 2 | IWB | 1000.00% |
| 3 | IUSV | 1000.00% |
| 4 | IUSG | 1000.00% |
| 5 | ITOT | 1000.00% |
| 6 | IMCV | 1000.00% |
| 7 | IMCG | 1000.00% |
| 8 | IMCB | 1000.00% |
| 9 | ILCV | 1000.00% |
| 10 | ILCB | 1000.00% |
| 11 | USXF | 1000.00% |
| 12 | USCL | 1000.00% |
| 13 | URTH | 1000.00% |
| 14 | TOK | 1000.00% |
| 15 | ACWI | 1000.00% |
| 16 | JKI | 1000.00% |
| 17 | JKH | 1000.00% |
| 18 | JKG | 1000.00% |
| 19 | JKF | 1000.00% |
| 20 | JKE | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 12.00M (10.44%) | 176.64K Increased by +1.47% | Mar 31, 24 |
| 2 | BlackRock Inc | 11.93M (10.38%) | 17.10K Increased by +0.14% | Mar 31, 24 |
| 3 | FMR Inc | 7.38M (6.42%) | 1.76M Increased by +23.85% | Mar 31, 24 |
| 4 | Victory Capital Management Inc. | 5.31M (4.62%) | 174.27K Increased by +3.28% | Mar 31, 24 |
| 5 | HHG PLC | 4.08M (3.55%) | -175.80K Decreased by -4.31% | Mar 31, 24 |
| 6 | State Street Corporation | 3.91M (3.40%) | 60.47K Increased by +1.55% | Mar 31, 24 |
| 7 | Nuveen Asset Management, LLC | 3.38M (2.94%) | -112.95K Decreased by -3.34% | Mar 31, 24 |
| 8 | Impactive Capital LP | 2.96M (2.57%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 9 | William Blair Investment Management, LLC | 2.83M (2.46%) | 56.60K Increased by +2.00% | Mar 31, 24 |
| 10 | The Toronto-Dominion Bank | 2.21M (1.93%) | 654.08K Increased by +29.54% | Sep 30, 23 |
| 11 | Impax Asset Management Group PLC | 1.95M (1.69%) | -65.79K Decreased by -3.38% | Mar 31, 24 |
| 12 | Geode Capital Management, LLC | 1.89M (1.64%) | 74.39K Increased by +3.95% | Mar 31, 24 |
| 13 | Massachusetts Financial Services Company | 1.67M (1.45%) | -870.99K Decreased by -52.28% | Mar 31, 24 |
| 14 | ClearBridge Advisors, LLC | 1.57M (1.36%) | 351.55K Increased by +22.45% | Mar 31, 24 |
| 15 | 1832 Asset Management L.P | 1.50M (1.31%) | 1.50M Increased by +100.00% | Mar 31, 24 |
| 16 | Franklin Resources Inc | 1.45M (1.26%) | -468.80K Decreased by -32.35% | Sep 30, 23 |
| 17 | HSBC Holdings PLC | 1.41M (1.23%) | 450.09K Increased by +31.82% | Sep 30, 23 |
| 18 | Dimensional Fund Advisors, Inc. | 1.39M (1.21%) | 71.75K Increased by +5.15% | Mar 31, 24 |
| 19 | Morgan Stanley - Brokerage Accounts | 1.38M (1.20%) | 246.66K Increased by +17.93% | Mar 31, 24 |
| 20 | Sessa Capital IM LP | 1.30M (1.13%) | 1.30M Increased by +100.00% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 3.85M (3.35%) | 66.07K Increased by +1.72% | Jun 30, 24 |
| 2 | iShares Core S&P Mid-Cap ETF | 3.72M (3.23%) | 6.16K Increased by +0.17% | Jun 28, 24 |
| 3 | Victory Sycamore Established Value R | 3.71M (3.22%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 4 | Vanguard Small Cap Index | 3.04M (2.64%) | -42.50K Decreased by -1.40% | Jun 30, 24 |
| 5 | Janus Henderson US Opportunistic Alpha | 2.30M (2.00%) | -156.64K Decreased by -6.82% | Mar 31, 24 |
| 6 | Janus Henderson Contrarian D | 2.20M (1.91%) | -100.92K Decreased by -4.60% | May 31, 24 |
| 7 | Vanguard Small Cap Value Index Inv | 2.04M (1.78%) | -18.45K Decreased by -0.90% | Jun 30, 24 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 1.81M (1.57%) | 749.00 Increased by +0.04% | Jun 30, 24 |
| 9 | CREF Stock R1 | 1.61M (1.40%) | -769.00 Decreased by -0.05% | May 31, 24 |
| 10 | Janus Henderson US SMID Cap Growth | 1.39M (1.21%) | -36.07K Decreased by -2.60% | Mar 31, 24 |
| 11 | Vanguard Mid Cap Index Institutional | 1.35M (1.18%) | -1.39M Decreased by -102.72% | Dec 31, 23 |
| 12 | Janus Henderson Triton D | 1.33M (1.16%) | -54.30K Decreased by -4.08% | May 31, 24 |
| 13 | MFS Mid Cap Value Equity | 1.18M (1.02%) | -14.10K Decreased by -1.20% | Mar 31, 24 |
| 14 | Impax Leaders Strategy Composite | 1.17M (1.02%) | -42.55K Decreased by -3.62% | May 31, 24 |
| 15 | American Funds Fundamental Invs A | 1.17M (1.02%) | -286.60K Decreased by -24.45% | Dec 31, 23 |
| 16 | Capital Group Fundamental Invtrs Comp | 1.17M (1.02%) | -286.60K Decreased by -24.45% | Dec 31, 23 |
| 17 | MFS Mid Cap Value A | 1.16M (1.01%) | -13.92K Decreased by -1.20% | May 31, 24 |
| 18 | Vanguard Value Index Inv | 1.04M (0.91%) | 9.54K Increased by +0.92% | Nov 30, 23 |
| 19 | Vanguard Mid-Cap Value ETF | 971.13K (0.84%) | -4.31K Decreased by -0.44% | Nov 30, 23 |
| 20 | Dynamic Premium Yield PLUS F | 959.00K (0.83%) | 0.00 Increased by 0.00% | Apr 30, 24 |