| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IUSV | 1000.00% |
| 2 | IWR | 1000.00% |
| 3 | ISCV | 1000.00% |
| 4 | IWD | 1000.00% |
| 5 | IWB | 1000.00% |
| 6 | IVV | 1000.00% |
| 7 | IVE | 1000.00% |
| 8 | ITOT | 1000.00% |
| 9 | ISCB | 1000.00% |
| 10 | JKJ | 1000.00% |
| 11 | IYY | 1000.00% |
| 12 | IYC | 1000.00% |
| 13 | IWV | 1000.00% |
| 14 | IWS | 1000.00% |
| 15 | ACTV | 3.67% |
| 16 | SPDV | 2.46% |
| 17 | RCD | 2.12% |
| 18 | RSPD | 2.05% |
| 19 | XRT | 1.60% |
| 20 | MPAY | 1.33% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 25.69M (12.17%) | 67.92K Increased by +0.26% | Sep 30, 23 |
| 2 | BlackRock Inc | 16.26M (7.70%) | -105.24K Decreased by -0.65% | Sep 30, 23 |
| 3 | Third Point, LLC | 13.85M (6.56%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 4 | T. Rowe Price Investment Management,Inc. | 11.72M (5.55%) | -22.39K Decreased by -0.19% | Sep 30, 23 |
| 5 | State Street Corporation | 9.65M (4.57%) | -131.37K Decreased by -1.36% | Sep 30, 23 |
| 6 | T. Rowe Price Associates, Inc. | 9.30M (4.41%) | 921.44K Increased by +9.90% | Sep 30, 23 |
| 7 | Lone Pine Capital LLC | 8.71M (4.12%) | -7.65M Decreased by -87.87% | Sep 30, 23 |
| 8 | JPMorgan Chase & Co | 6.15M (2.91%) | 530.25K Increased by +8.62% | Sep 30, 23 |
| 9 | PRIMECAP Management Company | 5.62M (2.66%) | -56.21K Decreased by -1.00% | Sep 30, 23 |
| 10 | Geode Capital Management, LLC | 5.06M (2.40%) | 91.03K Increased by +1.80% | Sep 30, 23 |
| 11 | Champlain Investment Partners, LLC | 4.92M (2.33%) | 1.35M Increased by +27.51% | Sep 30, 23 |
| 12 | Point72 Asset Management, L.P. | 4.92M (2.33%) | 494.64K Increased by +10.06% | Sep 30, 23 |
| 13 | Steadfast Capital Management LLC | 4.80M (2.27%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 14 | Atreides Management, LP | 4.44M (2.10%) | -1.20M Decreased by -26.99% | Sep 30, 23 |
| 15 | Amvescap Plc. | 3.93M (1.86%) | -310.74K Decreased by -7.91% | Sep 30, 23 |
| 16 | GMT Capital Corp | 3.31M (1.57%) | 1.56M Increased by +47.27% | Sep 30, 23 |
| 17 | Morgan Stanley - Brokerage Accounts | 2.98M (1.41%) | 172.51K Increased by +5.79% | Sep 30, 23 |
| 18 | AllianceBernstein L.P. | 2.97M (1.41%) | 621.94K Increased by +20.93% | Sep 30, 23 |
| 19 | Northern Trust Corp | 2.58M (1.22%) | -208.72K Decreased by -8.08% | Sep 30, 23 |
| 20 | Makaira Partners LLC | 2.50M (1.18%) | -16.21K Decreased by -0.65% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 6.80M (3.22%) | 8.76K Increased by +0.13% | Nov 30, 23 |
| 2 | T. Rowe Price Mid-Cap Growth | 5.77M (2.74%) | -25.50K Decreased by -0.44% | Sep 30, 23 |
| 3 | T. Rowe Price US Mid-Cap Growth Equity | 5.77M (2.74%) | -25.50K Decreased by -0.44% | Sep 30, 23 |
| 4 | Vanguard Small Cap Index | 5.63M (2.67%) | 23.60K Increased by +0.42% | Nov 30, 23 |
| 5 | Vanguard Institutional 500 Index Trust | 5.59M (2.65%) | 59.35K Increased by +1.06% | Nov 30, 23 |
| 6 | Champlain Mid Cap Fund, LLC | 4.76M (2.26%) | -42.10K Decreased by -0.88% | Nov 30, 23 |
| 7 | Vanguard Small Cap Value Index Inv | 3.92M (1.86%) | 12.46K Increased by +0.32% | Nov 30, 23 |
| 8 | T. Rowe Price Mid-Cap Value | 3.51M (1.66%) | 116.54K Increased by +3.32% | Sep 30, 23 |
| 9 | T. Rowe Price US Mid-Cap Value Equity | 3.51M (1.66%) | 116.54K Increased by +3.32% | Sep 30, 23 |
| 10 | Vanguard PRIMECAP Inv | 3.49M (1.65%) | -21.00K Decreased by -0.60% | Sep 30, 23 |
| 11 | SPDR® S&P 500 ETF Trust | 2.81M (1.33%) | -19.71K Decreased by -0.70% | Dec 31, 23 |
| 12 | Fidelity® 500 Index | 2.67M (1.26%) | 16.98K Increased by +0.64% | Nov 30, 23 |
| 13 | JPMorgan Mid Cap Value L | 2.64M (1.25%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 14 | JPM US Mid Cap Value-Composite | 2.59M (1.23%) | 204.06K Increased by +7.89% | Dec 31, 23 |
| 15 | Invesco S&P 500® Equal Weight ETF | 2.52M (1.19%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 16 | Champlain Mid Cap Adv | 2.45M (1.16%) | 680.00K Increased by +27.76% | Sep 30, 23 |
| 17 | JPM US Mid Cap Value-MA | 2.38M (1.13%) | 2.38M Increased by +99.72% | Sep 30, 23 |
| 18 | iShares Core S&P 500 ETF | 2.26M (1.07%) | 1.35K Increased by +0.06% | Dec 29, 23 |
| 19 | T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z | 1.71M (0.81%) | 125.80K Increased by +7.35% | Sep 30, 23 |
| 20 | BlackRock Systematic Multi-Strat Instl | 1.54M (0.73%) | 837.11K Increased by +54.37% | Oct 31, 23 |