| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IYY | 1000.00% |
| 2 | IYW | 1000.00% |
| 3 | ITOT | 1000.00% |
| 4 | IUSV | 1000.00% |
| 5 | IGM | 1000.00% |
| 6 | ISCB | 1000.00% |
| 7 | IWV | 1000.00% |
| 8 | IWS | 1000.00% |
| 9 | IWR | 1000.00% |
| 10 | ISCV | 1000.00% |
| 11 | JKJ | 1000.00% |
| 12 | IWD | 1000.00% |
| 13 | IWB | 1000.00% |
| 14 | XMVM | 2.58% |
| 15 | RFV | 2.50% |
| 16 | BVNSC | 2.32% |
| 17 | SMIG | 2.11% |
| 18 | EWMC | 1.99% |
| 19 | HAPS | 1.93% |
| 20 | FXL | 1.74% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 10.52M (11.70%) | 135.17K Increased by +1.28% | Sep 30, 23 |
| 2 | BlackRock Inc | 9.07M (10.09%) | 9.36K Increased by +0.10% | Sep 30, 23 |
| 3 | Pzena Investment Management, LLC | 8.73M (9.71%) | 42.23K Increased by +0.48% | Sep 30, 23 |
| 4 | Dimensional Fund Advisors, Inc. | 6.10M (6.78%) | 56.35K Increased by +0.92% | Sep 30, 23 |
| 5 | Greenhaven Associates Inc | 3.77M (4.19%) | 129.60K Increased by +3.44% | Sep 30, 23 |
| 6 | State Street Corporation | 3.56M (3.96%) | -32.52K Decreased by -0.91% | Sep 30, 23 |
| 7 | LSV Asset Management | 3.08M (3.42%) | 154.70K Increased by +5.03% | Sep 30, 23 |
| 8 | American Century Companies Inc | 2.71M (3.01%) | -45.51K Decreased by -1.68% | Sep 30, 23 |
| 9 | AllianceBernstein L.P. | 1.97M (2.19%) | -228.18K Decreased by -11.59% | Sep 30, 23 |
| 10 | AQR Capital Management LLC | 1.55M (1.72%) | -175.01K Decreased by -11.28% | Sep 30, 23 |
| 11 | Amvescap Plc. | 1.52M (1.69%) | 515.10K Increased by +33.86% | Sep 30, 23 |
| 12 | Geode Capital Management, LLC | 1.46M (1.62%) | 38.24K Increased by +2.62% | Sep 30, 23 |
| 13 | Earnest Partners LLC | 1.42M (1.58%) | 46.04K Increased by +3.24% | Sep 30, 23 |
| 14 | Bank of New York Mellon Corp | 1.10M (1.22%) | -54.15K Decreased by -4.93% | Sep 30, 23 |
| 15 | Millennium Management LLC | 1.09M (1.21%) | 519.28K Increased by +47.69% | Sep 30, 23 |
| 16 | Allianz Asset Management AG | 1.04M (1.16%) | 105.80K Increased by +10.16% | Sep 30, 23 |
| 17 | Morgan Stanley - Brokerage Accounts | 1.02M (1.13%) | 93.79K Increased by +9.19% | Sep 30, 23 |
| 18 | Boston Partners Global Investors, Inc | 982.45K (1.09%) | -21.23K Decreased by -2.16% | Sep 30, 23 |
| 19 | Charles Schwab Investment Management Inc | 887.92K (0.99%) | 51.56K Increased by +5.81% | Sep 30, 23 |
| 20 | Arrowstreet Capital Limited Partnership | 822.14K (0.91%) | 462.43K Increased by +56.25% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 2.85M (3.17%) | 3.66K Increased by +0.13% | Nov 30, 23 |
| 2 | iShares Core S&P Mid-Cap ETF | 2.75M (3.05%) | -497.00 Decreased by -0.02% | Dec 29, 23 |
| 3 | Vanguard Small Cap Index | 2.37M (2.63%) | 10.51K Increased by +0.44% | Nov 30, 23 |
| 4 | American Century Small Cap Value Inv | 2.17M (2.41%) | -35.00K Decreased by -1.61% | Sep 30, 23 |
| 5 | American Century U.S. Small Cap Value | 2.17M (2.41%) | -35.00K Decreased by -1.61% | Sep 30, 23 |
| 6 | DFA US Small Cap Value I | 2.03M (2.26%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 7 | Vanguard Small Cap Value Index Inv | 1.65M (1.83%) | 3.83K Increased by +0.23% | Nov 30, 23 |
| 8 | Pzena Mid Cap Value | 1.56M (1.74%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 9 | Vanguard Selected Value Inv | 1.56M (1.74%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 1.33M (1.47%) | 33.51K Increased by +2.53% | Nov 30, 23 |
| 11 | DFA US Targeted Value I | 990.68K (1.10%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 12 | Vanguard Information Technology ETF | 919.51K (1.02%) | -11.62K Decreased by -1.26% | Nov 30, 23 |
| 13 | Loomis Sayles Core | 810.00K (0.90%) | 810.00K Increased by +100.00% | Sep 30, 23 |
| 14 | SPDR® S&P MIDCAP 400 ETF Trust | 731.90K (0.81%) | -6.31K Decreased by -0.86% | Nov 30, 23 |
| 15 | Dimensional US Targeted Value ETF | 708.36K (0.79%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 16 | Fuller & Thaler Behavioral Sm-Cp Eq R6 | 696.17K (0.77%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 17 | Fuller & Thaler Behavioral Small-Cap Eq | 696.17K (0.77%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | Polaris Capital Mgt Polaris Glbl Eq | 676.22K (0.75%) | -331.00K Decreased by -48.95% | Sep 30, 23 |
| 19 | Pzena Global Value | 607.57K (0.68%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 20 | iShares S&P Mid-Cap 400 Value ETF | 561.79K (0.62%) | -434.00 Decreased by -0.08% | Nov 30, 23 |