| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWM | 1000.00% |
| 2 | IUSV | 1000.00% |
| 3 | ITOT | 1000.00% |
| 4 | ISCV | 1000.00% |
| 5 | ISCG | 1000.00% |
| 6 | ISCB | 1000.00% |
| 7 | IGM | 1000.00% |
| 8 | IDAT | 1000.00% |
| 9 | IWN | 1000.00% |
| 10 | IWO | 1000.00% |
| 11 | IWV | 1000.00% |
| 12 | JKJ | 1000.00% |
| 13 | JKK | 1000.00% |
| 14 | SNSR | 1.86% |
| 15 | XMVM | 0.87% |
| 16 | CNTR | 0.79% |
| 17 | XMMO | 0.58% |
| 18 | AFSM | 0.49% |
| 19 | XMHQ | 0.47% |
| 20 | FNY | 0.43% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.85M (11.80%) | -144.87K Decreased by -2.99% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 4.71M (11.48%) | 92.54K Increased by +1.96% | Sep 30, 23 |
| 3 | Allspring Global Investments Holdings, LLC | 1.55M (3.76%) | -9.43K Decreased by -0.61% | Sep 30, 23 |
| 4 | Dimensional Fund Advisors, Inc. | 1.48M (3.61%) | -22.03K Decreased by -1.49% | Sep 30, 23 |
| 5 | State Street Corporation | 1.46M (3.55%) | 2.64K Increased by +0.18% | Sep 30, 23 |
| 6 | Boston Partners Global Investors, Inc | 1.38M (3.36%) | -39.67K Decreased by -2.87% | Sep 30, 23 |
| 7 | Macquarie Group Ltd | 1.31M (3.18%) | 44.65K Increased by +3.41% | Sep 30, 23 |
| 8 | AllianceBernstein L.P. | 1.27M (3.09%) | -51.46K Decreased by -4.05% | Sep 30, 23 |
| 9 | FMR Inc | 1.03M (2.50%) | 956.14K Increased by +93.18% | Sep 30, 23 |
| 10 | Fuller & Thaler Asset Management Inc | 978.32K (2.38%) | -3.59K Decreased by -0.37% | Sep 30, 23 |
| 11 | Geode Capital Management, LLC | 947.08K (2.31%) | 30.68K Increased by +3.24% | Sep 30, 23 |
| 12 | Silvercrest Asset Management Group LLC | 846.67K (2.06%) | -5.06K Decreased by -0.60% | Sep 30, 23 |
| 13 | Wellington Management Company LLP | 836.02K (2.04%) | -84.54K Decreased by -10.11% | Sep 30, 23 |
| 14 | Bank of New York Mellon Corp | 820.46K (2.00%) | 111.23K Increased by +13.56% | Sep 30, 23 |
| 15 | Victory Capital Management Inc. | 710.13K (1.73%) | -141.89K Decreased by -19.98% | Sep 30, 23 |
| 16 | Channing Capital Management, LLC | 710.01K (1.73%) | 50.26K Increased by +7.08% | Sep 30, 23 |
| 17 | Amvescap Plc. | 703.32K (1.71%) | -15.56K Decreased by -2.21% | Sep 30, 23 |
| 18 | Pzena Investment Management, LLC | 690.44K (1.68%) | -4.26K Decreased by -0.62% | Sep 30, 23 |
| 19 | Frontier Capital Management CO Inc | 684.21K (1.67%) | -171.43K Decreased by -25.06% | Sep 30, 23 |
| 20 | Northern Trust Corp | 659.93K (1.61%) | -16.29K Decreased by -2.47% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 1.35M (3.28%) | 2.14K Increased by +0.16% | Nov 30, 23 |
| 2 | iShares Core S&P Mid-Cap ETF | 1.27M (3.08%) | -229.00 Decreased by -0.02% | Dec 29, 23 |
| 3 | Allspring Special Small Cap Value A | 1.15M (2.81%) | -49.50K Decreased by -4.30% | Nov 30, 23 |
| 4 | iShares Russell 2000 ETF | 1.14M (2.76%) | 7.22K Increased by +0.64% | Dec 29, 23 |
| 5 | Vanguard Small Cap Index | 1.10M (2.67%) | 5.46K Increased by +0.50% | Nov 30, 23 |
| 6 | Fidelity® Low-Priced Stock | 930.98K (2.27%) | 544.78K Increased by +58.52% | Oct 31, 23 |
| 7 | Fuller & Thaler Behavioral Sm-Cp Eq R6 | 922.19K (2.24%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 8 | Fuller & Thaler Behavioral Small-Cap Eq | 922.19K (2.24%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 9 | Vanguard Small Cap Value Index Inv | 760.40K (1.85%) | 1.12K Increased by +0.15% | Nov 30, 23 |
| 10 | Delaware Small Cap Value A | 613.20K (1.49%) | -38.70K Decreased by -6.31% | Nov 30, 23 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 602.69K (1.47%) | 11.61K Increased by +1.93% | Nov 30, 23 |
| 12 | Vanguard Information Technology ETF | 489.70K (1.19%) | 8.76K Increased by +1.79% | Nov 30, 23 |
| 13 | Fidelity® Small Cap Index | 409.44K (1.00%) | 11.19K Increased by +2.73% | Oct 31, 23 |
| 14 | T. Rowe Price Small-Cap Value | 407.37K (0.99%) | -217.30K Decreased by -53.34% | Sep 30, 23 |
| 15 | SouthernSun Small Cap | 396.02K (0.96%) | 31.77K Increased by +8.02% | Sep 30, 23 |
| 16 | SPDR® S&P MIDCAP 400 ETF Trust | 338.70K (0.82%) | -2.92K Decreased by -0.86% | Nov 30, 23 |
| 17 | DFA US Small Cap I | 307.99K (0.75%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | AB Discovery Value Advisor | 294.42K (0.72%) | -18.42K Decreased by -6.26% | Nov 30, 23 |
| 19 | American Beacon Small Cp Val R5 | 287.95K (0.70%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | iShares S&P Mid-Cap 400 Growth ETF | 260.62K (0.63%) | 0.00 Increased by 0.00% | Nov 30, 23 |