| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IYY | 1000.00% |
| 2 | IWR | 1000.00% |
| 3 | JKJ | 1000.00% |
| 4 | IWS | 1000.00% |
| 5 | IWV | 1000.00% |
| 6 | ISCB | 1000.00% |
| 7 | ISCG | 1000.00% |
| 8 | ISCV | 1000.00% |
| 9 | ITOT | 1000.00% |
| 10 | JKK | 1000.00% |
| 11 | IWB | 1000.00% |
| 12 | IWD | 1000.00% |
| 13 | FXR | 1.20% |
| 14 | AVUV | 0.83% |
| 15 | FNK | 0.70% |
| 16 | IJS | 0.63% |
| 17 | DFSV | 0.53% |
| 18 | USVT | 0.49% |
| 19 | USVM | 0.43% |
| 20 | DEIF | 0.42% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 10.16M (9.82%) | 5.33K Increased by +0.05% | Sep 30, 23 |
| 2 | Dimensional Fund Advisors, Inc. | 6.66M (6.43%) | 101.89K Increased by +1.53% | Sep 30, 23 |
| 3 | JPMorgan Chase & Co | 6.62M (6.40%) | -98.23K Decreased by -1.48% | Sep 30, 23 |
| 4 | BlackRock Inc | 5.67M (5.48%) | 53.05K Increased by +0.94% | Sep 30, 23 |
| 5 | Wellington Management Company LLP | 3.18M (3.07%) | -351.00K Decreased by -11.05% | Sep 30, 23 |
| 6 | Amvescap Plc. | 2.72M (2.63%) | 14.55K Increased by +0.53% | Sep 30, 23 |
| 7 | Capital Research & Mgmt Co - Division 3 | 2.71M (2.62%) | -82.10K Decreased by -3.03% | Sep 30, 23 |
| 8 | Royce & Associates, LP | 2.68M (2.59%) | 171.35K Increased by +6.39% | Sep 30, 23 |
| 9 | Artisan Partners Limited Partnership | 2.64M (2.56%) | -33.22K Decreased by -1.26% | Sep 30, 23 |
| 10 | Allspring Global Investments Holdings, LLC | 2.33M (2.25%) | -44.08K Decreased by -1.89% | Sep 30, 23 |
| 11 | Thrivent Financial For Lutherans | 2.28M (2.20%) | 43.24K Increased by +1.90% | Sep 30, 23 |
| 12 | Lyrical Asset Management LP | 2.16M (2.08%) | -96.31K Decreased by -4.47% | Sep 30, 23 |
| 13 | Earnest Partners LLC | 1.83M (1.76%) | 217.17K Increased by +11.90% | Sep 30, 23 |
| 14 | Copeland Capital Management, LLC | 1.71M (1.65%) | 4.71K Increased by +0.28% | Sep 30, 23 |
| 15 | American Century Companies Inc | 1.67M (1.61%) | 226.91K Increased by +13.59% | Sep 30, 23 |
| 16 | State Street Corporation | 1.65M (1.60%) | 54.82K Increased by +3.31% | Sep 30, 23 |
| 17 | Fidelity International Ltd | 1.50M (1.45%) | -28.14K Decreased by -1.88% | Sep 30, 23 |
| 18 | Geode Capital Management, LLC | 1.49M (1.44%) | 31.46K Increased by +2.11% | Sep 30, 23 |
| 19 | FMR Inc | 1.49M (1.44%) | -29.94K Decreased by -2.01% | Sep 30, 23 |
| 20 | Massachusetts Financial Services Company | 1.48M (1.43%) | -95.21K Decreased by -6.42% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 3.30M (3.19%) | 4.13K Increased by +0.13% | Nov 30, 23 |
| 2 | Vanguard Small Cap Index | 2.73M (2.64%) | 12.69K Increased by +0.46% | Nov 30, 23 |
| 3 | American Funds Washington Mutual A | 2.53M (2.44%) | -6.86K Decreased by -0.27% | Sep 30, 23 |
| 4 | Capital Group Wash Mutual Invtrs Comp | 2.53M (2.44%) | -6.86K Decreased by -0.27% | Sep 30, 23 |
| 5 | DFA US Small Cap Value I | 2.04M (1.97%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 6 | Vanguard Small Cap Value Index Inv | 1.90M (1.83%) | 5.03K Increased by +0.27% | Nov 30, 23 |
| 7 | Avantis US Small Cap Value ETF | 1.80M (1.74%) | 6.28K Increased by +0.35% | Dec 30, 23 |
| 8 | JPM US Mid Cap Growth-MA | 1.64M (1.59%) | 1.04M Increased by +63.16% | Sep 30, 23 |
| 9 | JPMorgan Mid Cap Growth I | 1.63M (1.58%) | -6.14K Decreased by -0.38% | Nov 30, 23 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 1.51M (1.46%) | 28.81K Increased by +1.91% | Nov 30, 23 |
| 11 | JPMorgan Growth Advantage A | 1.40M (1.36%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 12 | Invesco Value Opportunities A | 1.37M (1.32%) | 25.10K Increased by +1.84% | Nov 30, 23 |
| 13 | Lyrical U.S. Value Equity – EQ | 1.30M (1.26%) | -6.48K Decreased by -0.50% | Sep 30, 23 |
| 14 | Thrivent Small Cap Stock A | 1.20M (1.16%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 15 | DFA US Targeted Value I | 1.20M (1.16%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 16 | Fidelity America A-Dis | 1.16M (1.12%) | 6.05K Increased by +0.52% | Nov 30, 23 |
| 17 | MFS New Discovery Value I | 1.02M (0.98%) | -174.60K Decreased by -17.16% | Nov 30, 23 |
| 18 | Lyrical U.S. Value Equity - CS | 892.81K (0.86%) | -2.30K Decreased by -0.26% | Sep 30, 23 |
| 19 | Allspring Special Small Cap Value A | 882.90K (0.85%) | -50.70K Decreased by -5.74% | Nov 30, 23 |
| 20 | Invesco Small Cap Value A | 847.90K (0.82%) | 0.00 Increased by 0.00% | Nov 30, 23 |