| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IYW | 1000.00% |
| 2 | IGM | 1000.00% |
| 3 | ISCB | 1000.00% |
| 4 | ISCG | 1000.00% |
| 5 | ISCV | 1000.00% |
| 6 | ITOT | 1000.00% |
| 7 | IUSV | 1000.00% |
| 8 | IWB | 1000.00% |
| 9 | IWD | 1000.00% |
| 10 | IWR | 1000.00% |
| 11 | IWS | 1000.00% |
| 12 | JKK | 1000.00% |
| 13 | JKJ | 1000.00% |
| 14 | IWV | 1000.00% |
| 15 | IYY | 1000.00% |
| 16 | FTXL | 3.81% |
| 17 | JSML | 3.07% |
| 18 | PSI | 2.85% |
| 19 | JSMD | 2.02% |
| 20 | EWMC | 1.54% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Dimensional Fund Advisors, Inc. | 14.62M (13.23%) | -109.54K Decreased by -0.75% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 13.80M (12.49%) | 1.30M Increased by +9.43% | Sep 30, 23 |
| 3 | BlackRock Inc | 13.58M (12.29%) | -567.78K Decreased by -4.18% | Sep 30, 23 |
| 4 | LSV Asset Management | 7.08M (6.41%) | -413.30K Decreased by -5.84% | Sep 30, 23 |
| 5 | AllianceBernstein L.P. | 3.89M (3.52%) | -290.52K Decreased by -7.46% | Sep 30, 23 |
| 6 | State Street Corporation | 3.49M (3.15%) | 51.20K Increased by +1.47% | Sep 30, 23 |
| 7 | Earnest Partners LLC | 2.50M (2.26%) | -77.17K Decreased by -3.09% | Sep 30, 23 |
| 8 | First Trust Advisors L.P. | 2.48M (2.24%) | 235.10K Increased by +9.48% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 2.35M (2.13%) | 112.53K Increased by +4.78% | Sep 30, 23 |
| 10 | SW Investment Management LLC | 2.35M (2.13%) | 200.00K Increased by +8.51% | Sep 30, 23 |
| 11 | AQR Capital Management LLC | 1.94M (1.76%) | 547.60K Increased by +28.23% | Sep 30, 23 |
| 12 | Northern Trust Corp | 1.77M (1.60%) | -11.39K Decreased by -0.64% | Sep 30, 23 |
| 13 | Morgan Stanley - Brokerage Accounts | 1.76M (1.60%) | 678.91K Increased by +38.47% | Sep 30, 23 |
| 14 | Charles Schwab Investment Management Inc | 1.71M (1.55%) | 311.97K Increased by +18.24% | Sep 30, 23 |
| 15 | Ameriprise Financial Inc | 1.48M (1.34%) | 1.12M Increased by +75.55% | Sep 30, 23 |
| 16 | Goldman Sachs Group Inc | 1.35M (1.22%) | 34.90K Increased by +2.59% | Sep 30, 23 |
| 17 | Amvescap Plc. | 1.32M (1.19%) | 144.28K Increased by +10.95% | Sep 30, 23 |
| 18 | Bank of New York Mellon Corp | 1.31M (1.19%) | -23.05K Decreased by -1.76% | Sep 30, 23 |
| 19 | American Century Companies Inc | 1.16M (1.05%) | 21.20K Increased by +1.82% | Sep 30, 23 |
| 20 | Westwood Holdings Group Inc | 1.06M (0.96%) | -14.97K Decreased by -1.42% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | DFA US Small Cap Value I | 4.67M (4.23%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 3.47M (3.14%) | 4.74K Increased by +0.14% | Nov 30, 23 |
| 3 | iShares Core S&P Mid-Cap ETF | 3.13M (2.84%) | -567.00 Decreased by -0.02% | Dec 29, 23 |
| 4 | iShares Russell 2000 ETF | 3.02M (2.73%) | 19.18K Increased by +0.64% | Dec 29, 23 |
| 5 | Vanguard Small Cap Index | 2.86M (2.59%) | 8.79K Increased by +0.31% | Nov 30, 23 |
| 6 | DFA US Targeted Value I | 2.27M (2.06%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 7 | Vanguard Small Cap Value Index Inv | 1.99M (1.80%) | 3.19K Increased by +0.16% | Nov 30, 23 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 1.46M (1.32%) | 40.59K Increased by +2.78% | Nov 30, 23 |
| 9 | DFA US Small Cap I | 1.44M (1.30%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | Vanguard Information Technology ETF | 1.36M (1.23%) | -85.22K Decreased by -6.28% | Nov 30, 23 |
| 11 | First Trust Nasdaq Semiconductor ETF | 1.34M (1.22%) | 0.00 Increased by 0.00% | Dec 28, 23 |
| 12 | Dimensional US Targeted Value ETF | 1.17M (1.06%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 13 | Vanguard Strategic Equity Inv | 1.11M (1.01%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 14 | iShares Russell 2000 Value ETF | 1.08M (0.98%) | 2.01K Increased by +0.19% | Dec 29, 23 |
| 15 | AB Discovery Value Advisor | 1.06M (0.96%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 16 | Harbor Small Cap Value Instl | 1.03M (0.94%) | -12.46K Decreased by -1.20% | Sep 30, 23 |
| 17 | Fidelity® Small Cap Index | 986.73K (0.89%) | 26.51K Increased by +2.69% | Oct 31, 23 |
| 18 | SPDR® S&P MIDCAP 400 ETF Trust | 826.45K (0.75%) | -7.12K Decreased by -0.86% | Nov 30, 23 |
| 19 | DFA US Core Equity 2 I | 775.82K (0.70%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | First Trust SMID Cp Rising Div Achv ETF | 714.96K (0.65%) | 4.35K Increased by +0.61% | Dec 28, 23 |