| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | HDV | 1000.00% |
| 2 | IWD | 1000.00% |
| 3 | IWB | 1000.00% |
| 4 | IWP | 1000.00% |
| 5 | IWR | 1000.00% |
| 6 | IUSV | 1000.00% |
| 7 | IUSG | 1000.00% |
| 8 | ITOT | 1000.00% |
| 9 | IWF | 1000.00% |
| 10 | IWS | 1000.00% |
| 11 | ISCV | 1000.00% |
| 12 | JKK | 1000.00% |
| 13 | ISCG | 1000.00% |
| 14 | ISCB | 1000.00% |
| 15 | IWV | 1000.00% |
| 16 | IYE | 1000.00% |
| 17 | IGF | 1000.00% |
| 18 | JKJ | 1000.00% |
| 19 | DDIV | 4.73% |
| 20 | UMI | 4.50% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 38.89M (11.64%) | 664.06K Increased by +1.71% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 35.35M (10.58%) | -85.67K Decreased by -0.24% | Sep 30, 23 |
| 3 | Amvescap Plc. | 33.53M (10.04%) | 135.16K Increased by +0.40% | Sep 30, 23 |
| 4 | Dimensional Fund Advisors, Inc. | 10.67M (3.19%) | 77.10K Increased by +0.72% | Sep 30, 23 |
| 5 | State Street Corporation | 10.23M (3.06%) | 575.12K Increased by +5.62% | Sep 30, 23 |
| 6 | Bank of New York Mellon Corp | 7.28M (2.18%) | -296.25K Decreased by -4.07% | Sep 30, 23 |
| 7 | ClearBridge Advisors, LLC | 7.20M (2.15%) | -7.00K Decreased by -0.10% | Sep 30, 23 |
| 8 | Neuberger Berman Group LLC | 6.75M (2.02%) | -306.11K Decreased by -4.53% | Sep 30, 23 |
| 9 | RR Advisors, LLC | 5.91M (1.77%) | -426.00K Decreased by -7.21% | Jun 30, 23 |
| 10 | Morgan Stanley - Brokerage Accounts | 5.21M (1.56%) | 438.49K Increased by +8.42% | Sep 30, 23 |
| 11 | Geode Capital Management, LLC | 5.15M (1.54%) | 183.83K Increased by +3.57% | Sep 30, 23 |
| 12 | Tortoise Midstream Energy Fund, Inc. | 4.68M (1.40%) | -60.73K Decreased by -1.30% | Sep 30, 23 |
| 13 | Charles Schwab Investment Management Inc | 3.50M (1.05%) | 309.13K Increased by +8.82% | Sep 30, 23 |
| 14 | Mirae Asset Global Investments (Korea) Co Ltd | 2.66M (0.80%) | -342.62K Decreased by -12.89% | Sep 30, 23 |
| 15 | Miller Howard Investments Inc | 2.59M (0.77%) | 428.81K Increased by +16.56% | Sep 30, 23 |
| 16 | Northern Trust Corp | 2.49M (0.75%) | -17.21K Decreased by -0.69% | Sep 30, 23 |
| 17 | Cinctive Capital Management LP | 2.43M (0.73%) | -1.49M Decreased by -61.42% | Sep 30, 23 |
| 18 | Kayne Anderson Capital Advisors LP | 2.27M (0.68%) | 46.60K Increased by +2.06% | Sep 30, 23 |
| 19 | Chickasaw Capital Management, LLC | 2.26M (0.68%) | -64.32K Decreased by -2.85% | Sep 30, 23 |
| 20 | Brave Warrior Advisors LLC | 2.23M (0.67%) | -19.25K Decreased by -0.86% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Invesco SteelPath MLP Income Y | 24.09M (7.21%) | -200.00K Decreased by -0.83% | Sep 30, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 10.49M (3.14%) | 14.31K Increased by +0.14% | Nov 30, 23 |
| 3 | iShares Core S&P Mid-Cap ETF | 10.34M (3.09%) | -1.87K Decreased by -0.02% | Dec 29, 23 |
| 4 | Vanguard Small Cap Index | 8.70M (2.60%) | 38.81K Increased by +0.45% | Nov 30, 23 |
| 5 | Invesco SteelPath MLP Select 40 Y | 7.25M (2.17%) | -157.06K Decreased by -2.17% | Sep 30, 23 |
| 6 | Vanguard Small Cap Value Index Inv | 6.04M (1.81%) | 13.99K Increased by +0.23% | Nov 30, 23 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 4.92M (1.47%) | 79.09K Increased by +1.61% | Nov 30, 23 |
| 8 | ClearBridge MLP and Midstream | 2.91M (0.87%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 9 | SPDR® S&P MIDCAP 400 ETF Trust | 2.73M (0.82%) | -23.48K Decreased by -0.86% | Nov 30, 23 |
| 10 | ClearBridge Energy Midstream Opportunity | 2.52M (0.75%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 11 | Global X MLP & Energy Infrastructure ETF | 2.41M (0.72%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 12 | Tortoise Energy Infrastructure TR Ins | 2.35M (0.70%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 13 | DFA US Small Cap I | 2.11M (0.63%) | 198.78K Increased by +9.41% | Nov 30, 23 |
| 14 | iShares S&P Mid-Cap 400 Growth ETF | 2.10M (0.63%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | State St Russell Sm/Mid Cp® Indx NL Cl C | 1.92M (0.57%) | 14.20K Increased by +0.74% | Nov 30, 23 |
| 16 | Vanguard Energy ETF | 1.87M (0.56%) | 18.22K Increased by +0.97% | Nov 30, 23 |
| 17 | Fidelity® Extended Market Index | 1.83M (0.55%) | 14.50K Increased by +0.79% | Nov 30, 23 |
| 18 | Westwood Salient MLP & Engy Infras Inst | 1.82M (0.54%) | 107.61K Increased by +5.93% | Nov 30, 23 |
| 19 | State St S&P Midcap® Indx SL Cl II | 1.62M (0.49%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | DFA US Small Cap Value I | 1.58M (0.47%) | -99.52K Decreased by -6.29% | Nov 30, 23 |