| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWP | 1000.00% |
| 2 | ISCB | 1000.00% |
| 3 | JKK | 1000.00% |
| 4 | JKJ | 1000.00% |
| 5 | ISCG | 1000.00% |
| 6 | ITOT | 1000.00% |
| 7 | IWB | 1000.00% |
| 8 | IYY | 1000.00% |
| 9 | IWD | 1000.00% |
| 10 | IWV | 1000.00% |
| 11 | IWF | 1000.00% |
| 12 | IWS | 1000.00% |
| 13 | IWR | 1000.00% |
| 14 | PSCI | 2.29% |
| 15 | HAPS | 2.00% |
| 16 | CNTR | 0.90% |
| 17 | IJT | 0.82% |
| 18 | FXR | 0.78% |
| 19 | SLYG | 0.78% |
| 20 | VIOG | 0.75% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Capital Research & Mgmt Co - Division 3 | 4.94M (11.30%) | 39.19K Increased by +0.79% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 4.25M (9.72%) | 51.50K Increased by +1.21% | Sep 30, 23 |
| 3 | London Company of Virginia | 2.62M (6.00%) | 45.09K Increased by +1.72% | Sep 30, 23 |
| 4 | BlackRock Inc | 2.17M (4.97%) | 57.14K Increased by +2.63% | Sep 30, 23 |
| 5 | River Road Asset Management, LLC | 2.08M (4.76%) | 42.93K Increased by +2.06% | Sep 30, 23 |
| 6 | FMR Inc | 1.63M (3.72%) | 334.06K Increased by +20.55% | Sep 30, 23 |
| 7 | Gates Capital Management Inc | 1.54M (3.52%) | -603.04K Decreased by -39.21% | Sep 30, 23 |
| 8 | Kayne Anderson Rudnick Investment Management LLC | 1.50M (3.44%) | -35.48K Decreased by -2.36% | Sep 30, 23 |
| 9 | Cooke & Bieler LP | 1.20M (2.74%) | -18.28K Decreased by -1.53% | Sep 30, 23 |
| 10 | Yacktman Asset Management Co | 1.17M (2.68%) | -7.85K Decreased by -0.67% | Sep 30, 23 |
| 11 | Timucuan Asset Management Inc/FL | 1.16M (2.66%) | -3.99K Decreased by -0.34% | Sep 30, 23 |
| 12 | Burgundy Asset Management Ltd | 1.10M (2.53%) | 36.79K Increased by +3.33% | Sep 30, 23 |
| 13 | Van Berkom and Associates Inc | 1.08M (2.47%) | 167.17K Increased by +15.47% | Sep 30, 23 |
| 14 | Dimensional Fund Advisors, Inc. | 1.02M (2.33%) | 1.63K Increased by +0.16% | Sep 30, 23 |
| 15 | T. Rowe Price Associates, Inc. | 1.02M (2.33%) | 337.29K Increased by +33.17% | Sep 30, 23 |
| 16 | Fuller & Thaler Asset Management Inc | 992.16K (2.27%) | -15.38K Decreased by -1.55% | Sep 30, 23 |
| 17 | Millennium Management LLC | 940.10K (2.15%) | 312.22K Increased by +33.21% | Jun 30, 23 |
| 18 | Citadel Advisors Llc | 764.00K (1.75%) | -116.47K Decreased by -15.25% | Sep 30, 23 |
| 19 | Bank of New York Mellon Corp | 735.46K (1.68%) | -31.23K Decreased by -4.25% | Sep 30, 23 |
| 20 | State Street Corporation | 715.78K (1.64%) | 5.59K Increased by +0.78% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.96M (6.77%) | 1.15K Increased by +0.04% | Dec 29, 23 |
| 2 | American Funds SMALLCAP World A | 1.98M (4.54%) | 13.34K Increased by +0.67% | Sep 30, 23 |
| 3 | Touchstone Mid Cap Y | 1.76M (4.02%) | 17.21K Increased by +0.98% | Sep 30, 23 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 1.43M (3.26%) | 1.96K Increased by +0.14% | Nov 30, 23 |
| 5 | American Funds Growth Fund of Amer A | 1.23M (2.83%) | -4.14K Decreased by -0.34% | Sep 30, 23 |
| 6 | Capital Group Growth Fnd of Amer Comp | 1.23M (2.83%) | -4.14K Decreased by -0.34% | Sep 30, 23 |
| 7 | Vanguard Small Cap Index | 1.16M (2.65%) | 3.57K Increased by +0.31% | Nov 30, 23 |
| 8 | Capital Group AMCAP Composite | 930.09K (2.13%) | -855.00 Decreased by -0.09% | Sep 30, 23 |
| 9 | VA CollegeAmerica Amcap 529A | 930.09K (2.13%) | -855.00 Decreased by -0.09% | Sep 30, 23 |
| 10 | Fuller & Thaler Behavrl Small-Cap Value | 863.05K (1.98%) | -3.00K Decreased by -0.35% | Sep 30, 23 |
| 11 | Undiscovered Managers Behavioral Val L | 760.47K (1.74%) | -46.13K Decreased by -6.07% | Nov 30, 23 |
| 12 | AMG Yacktman I | 735.00K (1.68%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 13 | Vanguard Small Cap Growth Index Inv | 648.16K (1.48%) | 3.31K Increased by +0.51% | Nov 30, 23 |
| 14 | Vanguard Institutional Extnd Mkt Idx Tr | 646.68K (1.48%) | 21.90K Increased by +3.39% | Nov 30, 23 |
| 15 | Fidelity® Small Cap Discovery | 547.70K (1.25%) | -5.40K Decreased by -0.99% | Oct 31, 23 |
| 16 | T. Rowe Price US Mid-Cap Value Equity | 538.59K (1.23%) | 538.59K Increased by +100.00% | Sep 30, 23 |
| 17 | Vanguard Selected Value Inv | 467.03K (1.07%) | -3.40K Decreased by -0.73% | Sep 30, 23 |
| 18 | American Funds Global Insight F-3 | 456.94K (1.05%) | 25.40K Increased by +5.56% | Sep 30, 23 |
| 19 | Capital Group PCS Global Equity Comp | 456.94K (1.05%) | 25.40K Increased by +5.56% | Sep 30, 23 |
| 20 | iShares S&P Small-Cap 600 Growth ETF | 421.80K (0.97%) | 0.00 Increased by 0.00% | Dec 29, 23 |