| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKJ | 1000.00% |
| 2 | IUSV | 1000.00% |
| 3 | IUSG | 1000.00% |
| 4 | ITOT | 1000.00% |
| 5 | IWB | 1000.00% |
| 6 | ISCV | 1000.00% |
| 7 | ISCG | 1000.00% |
| 8 | ISCB | 1000.00% |
| 9 | IWD | 1000.00% |
| 10 | IWR | 1000.00% |
| 11 | IWS | 1000.00% |
| 12 | IWV | 1000.00% |
| 13 | IYY | 1000.00% |
| 14 | JKK | 1000.00% |
| 15 | GLRY | 2.70% |
| 16 | DEF | 1.86% |
| 17 | XMLV | 1.35% |
| 18 | EVSTC_old | 1.01% |
| 19 | PEXL | 0.97% |
| 20 | CZA | 0.72% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 7.15M (10.94%) | 53.63K Increased by +0.75% | Sep 30, 23 |
| 2 | BlackRock Inc | 5.99M (9.17%) | 120.44K Increased by +2.01% | Sep 30, 23 |
| 3 | State Farm Mutual Automobile Ins Co | 4.74M (7.26%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 4 | Morgan Stanley - Brokerage Accounts | 4.61M (7.05%) | 420.46K Increased by +9.12% | Sep 30, 23 |
| 5 | State Street Corporation | 3.09M (4.73%) | 212.87K Increased by +6.88% | Sep 30, 23 |
| 6 | Victory Capital Management Inc. | 1.84M (2.81%) | -706.38K Decreased by -38.42% | Sep 30, 23 |
| 7 | RIVULET CAPITAL, LLC | 1.65M (2.53%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 8 | BTIM Corp | 1.42M (2.17%) | 29.50K Increased by +2.08% | Sep 30, 23 |
| 9 | FMR Inc | 1.37M (2.10%) | 225.30K Increased by +16.43% | Sep 30, 23 |
| 10 | Neuberger Berman Group LLC | 1.30M (1.99%) | 216.60K Increased by +16.70% | Sep 30, 23 |
| 11 | JPMorgan Chase & Co | 1.28M (1.96%) | -53.65K Decreased by -4.20% | Sep 30, 23 |
| 12 | Geode Capital Management, LLC | 1.18M (1.80%) | 11.54K Increased by +0.98% | Sep 30, 23 |
| 13 | Allspring Global Investments Holdings, LLC | 1.15M (1.76%) | 101.28K Increased by +8.83% | Sep 30, 23 |
| 14 | London Company of Virginia | 1.05M (1.60%) | 8.85K Increased by +0.85% | Sep 30, 23 |
| 15 | Northern Trust Corp | 1.01M (1.54%) | 3.88K Increased by +0.39% | Sep 30, 23 |
| 16 | Acadian Asset Management LLC | 744.84K (1.14%) | 707.87K Increased by +95.04% | Sep 30, 23 |
| 17 | Mawer Investment Management Ltd | 724.18K (1.11%) | -29.18K Decreased by -4.03% | Sep 30, 23 |
| 18 | Williams Jones Wealth Management, LLC | 722.90K (1.11%) | 76.50K Increased by +10.58% | Sep 30, 23 |
| 19 | Bank of New York Mellon Corp | 683.83K (1.05%) | -18.77K Decreased by -2.74% | Sep 30, 23 |
| 20 | Hawk Ridge Management LLC | 665.80K (1.02%) | 19.80K Increased by +2.97% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Eaton Vance Atlanta Capital SMID-Cap I | 2.30M (3.53%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 2.06M (3.15%) | 2.44K Increased by +0.12% | Nov 30, 23 |
| 3 | iShares Core S&P Mid-Cap ETF | 2.00M (3.06%) | -361.00 Decreased by -0.02% | Dec 29, 23 |
| 4 | Vanguard Small Cap Index | 1.70M (2.60%) | 6.55K Increased by +0.39% | Nov 30, 23 |
| 5 | Victory Sycamore Established Value R | 1.30M (1.99%) | -502.00K Decreased by -38.67% | Sep 30, 23 |
| 6 | Vanguard Small Cap Value Index Inv | 1.18M (1.81%) | 3.48K Increased by +0.29% | Nov 30, 23 |
| 7 | Touchstone Mid Cap Y | 976.05K (1.49%) | 9.96K Increased by +1.02% | Sep 30, 23 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 945.41K (1.45%) | 19.43K Increased by +2.05% | Nov 30, 23 |
| 9 | SPDR® S&P Dividend ETF | 935.63K (1.43%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 10 | Allspring Special US Mid Cap Value Eq | 887.40K (1.36%) | 84.10K Increased by +9.48% | Sep 30, 23 |
| 11 | Allspring Special Mid Cap Value Inst | 839.40K (1.28%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 12 | Neuberger Berman Genesis Inv | 787.92K (1.21%) | 99.83K Increased by +12.67% | Sep 30, 23 |
| 13 | JPMorgan Small Cap Equity A | 647.19K (0.99%) | -4.72K Decreased by -0.73% | Nov 30, 23 |
| 14 | JPM US Small Cap Core-Composite | 629.50K (0.96%) | -78.38K Decreased by -12.45% | Dec 31, 23 |
| 15 | Calvert Small-Cap A | 593.11K (0.91%) | 1.74K Increased by +0.29% | Nov 30, 23 |
| 16 | Calvert US Small-Cap Strategy | 590.86K (0.90%) | 75.89K Increased by +12.84% | Sep 30, 23 |
| 17 | SPDR® S&P MIDCAP 400 ETF Trust | 525.60K (0.80%) | -4.52K Decreased by -0.86% | Nov 30, 23 |
| 18 | VIP Mid Cap Initial | 478.00K (0.73%) | 44.60K Increased by +9.33% | Nov 30, 23 |
| 19 | State Farm Growth | 409.50K (0.63%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 20 | Nuance Mid Cap Value Institutional | 396.43K (0.61%) | -59.04K Decreased by -14.89% | Jul 31, 23 |