| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWR | 1000.00% |
| 2 | JKJ | 1000.00% |
| 3 | IYY | 1000.00% |
| 4 | IAT | 1000.00% |
| 5 | IYG | 1000.00% |
| 6 | ISCB | 1000.00% |
| 7 | ISCV | 1000.00% |
| 8 | IYF | 1000.00% |
| 9 | ITOT | 1000.00% |
| 10 | IUSG | 1000.00% |
| 11 | IUSV | 1000.00% |
| 12 | IWV | 1000.00% |
| 13 | IWB | 1000.00% |
| 14 | IWD | 1000.00% |
| 15 | IWS | 1000.00% |
| 16 | QABA | 4.05% |
| 17 | KBWR | 3.80% |
| 18 | TUSA | 2.22% |
| 19 | FTDS | 1.99% |
| 20 | VSDA | 1.32% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 11.81M (9.95%) | -190.46K Decreased by -1.61% | Sep 30, 23 |
| 2 | BlackRock Inc | 10.45M (8.81%) | -261.20K Decreased by -2.50% | Sep 30, 23 |
| 3 | Aristotle Capital Management LLC | 8.90M (7.50%) | -216.24K Decreased by -2.43% | Sep 30, 23 |
| 4 | Commerce Bank NA/MO | 7.03M (5.92%) | -10.44K Decreased by -0.15% | Sep 30, 23 |
| 5 | State Street Corporation | 6.37M (5.37%) | -1.36M Decreased by -21.42% | Sep 30, 23 |
| 6 | Lazard Asset Management LLC | 4.61M (3.89%) | -313.33K Decreased by -6.79% | Sep 30, 23 |
| 7 | Wells Fargo & Co | 2.19M (1.84%) | 126.86K Increased by +5.79% | Sep 30, 23 |
| 8 | Morgan Stanley - Brokerage Accounts | 2.13M (1.80%) | -76.81K Decreased by -3.60% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 1.94M (1.63%) | -28.00K Decreased by -1.45% | Sep 30, 23 |
| 10 | JPMorgan Chase & Co | 1.71M (1.44%) | 102.33K Increased by +6.00% | Sep 30, 23 |
| 11 | Dimensional Fund Advisors, Inc. | 1.37M (1.16%) | 166.46K Increased by +12.12% | Sep 30, 23 |
| 12 | American Century Companies Inc | 1.35M (1.14%) | -4.84K Decreased by -0.36% | Sep 30, 23 |
| 13 | Northern Trust Corp | 1.21M (1.02%) | -68.43K Decreased by -5.65% | Sep 30, 23 |
| 14 | Bank of New York Mellon Corp | 1.14M (0.96%) | -22.14K Decreased by -1.94% | Sep 30, 23 |
| 15 | BTIM Corp | 1.03M (0.86%) | 611.17K Increased by +59.58% | Sep 30, 23 |
| 16 | Bank of America Corp | 992.63K (0.84%) | 25.61K Increased by +2.58% | Sep 30, 23 |
| 17 | Charles Schwab Investment Management Inc | 883.38K (0.74%) | 36.55K Increased by +4.14% | Sep 30, 23 |
| 18 | Goldman Sachs Group Inc | 757.73K (0.64%) | 379.98K Increased by +50.15% | Sep 30, 23 |
| 19 | Cooke & Bieler LP | 734.55K (0.62%) | 405.08K Increased by +55.15% | Sep 30, 23 |
| 20 | ProShare Advisors LLC | 659.33K (0.56%) | 59.02K Increased by +8.95% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Windsor™ II Inv | 4.49M (3.79%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 2 | iShares Core S&P Mid-Cap ETF | 3.60M (3.04%) | -653.00 Decreased by -0.02% | Dec 29, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 3.55M (2.99%) | 4.92K Increased by +0.14% | Nov 30, 23 |
| 4 | Vanguard Small Cap Index | 2.91M (2.45%) | 12.31K Increased by +0.42% | Nov 30, 23 |
| 5 | Vanguard Small Cap Value Index Inv | 2.02M (1.70%) | 6.26K Increased by +0.31% | Nov 30, 23 |
| 6 | SPDR® S&P Dividend ETF | 1.83M (1.54%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 1.62M (1.37%) | 23.04K Increased by +1.42% | Nov 30, 23 |
| 8 | Calvert Small-Cap A | 1.25M (1.05%) | 3.66K Increased by +0.29% | Nov 30, 23 |
| 9 | JPM US Small Cap Core-Composite | 1.11M (0.93%) | 75.96K Increased by +6.85% | Dec 31, 23 |
| 10 | Calvert US Small-Cap Strategy | 1.07M (0.90%) | 44.44K Increased by +4.15% | Sep 30, 23 |
| 11 | JPMorgan Small Cap Equity A | 1.06M (0.89%) | 15.19K Increased by +1.44% | Nov 30, 23 |
| 12 | Bridge Builder Large Cap Growth | 967.41K (0.81%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 13 | SPDR® S&P Regional Banking ETF | 946.48K (0.80%) | 612.00 Increased by +0.06% | Dec 31, 23 |
| 14 | SPDR® S&P MIDCAP 400 ETF Trust | 908.69K (0.77%) | -7.83K Decreased by -0.86% | Nov 30, 23 |
| 15 | State St Russell Sm/Mid Cp® Indx NL Cl C | 716.29K (0.60%) | 28.90K Increased by +4.03% | Dec 31, 23 |
| 16 | ProShares S&P MidCap 400 Dividend Arst | 693.32K (0.58%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 17 | Vanguard Dividend Appreciation ETF | 654.84K (0.55%) | 4.58K Increased by +0.70% | Nov 30, 23 |
| 18 | American Century Equity Income Inv | 624.40K (0.53%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 19 | American Century US Value Yield Eq Tr 2 | 624.40K (0.53%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 20 | Fidelity® Extended Market Index | 611.50K (0.52%) | 12.37K Increased by +2.02% | Nov 30, 23 |