| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IUSV | 1000.00% |
| 2 | IYY | 1000.00% |
| 3 | IYM | 1000.00% |
| 4 | ISCB | 1000.00% |
| 5 | ISCV | 1000.00% |
| 6 | IWV | 1000.00% |
| 7 | IWS | 1000.00% |
| 8 | IWD | 1000.00% |
| 9 | IWB | 1000.00% |
| 10 | IWR | 1000.00% |
| 11 | ITOT | 1000.00% |
| 12 | IWP | 1000.00% |
| 13 | IWF | 1000.00% |
| 14 | JKJ | 1000.00% |
| 15 | TINT | 4.74% |
| 16 | PYZ | 1.95% |
| 17 | FXZ | 0.86% |
| 18 | DVY | 0.55% |
| 19 | KOCG | 0.47% |
| 20 | EQLT | 0.45% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | FMR Inc | 17.44M (11.87%) | -1.48M Decreased by -8.48% | Sep 30, 23 |
| 2 | BlackRock Inc | 16.72M (11.37%) | -338.06K Decreased by -2.02% | Sep 30, 23 |
| 3 | Vanguard Group Inc | 16.17M (11.00%) | -201.26K Decreased by -1.24% | Sep 30, 23 |
| 4 | Bank of New York Mellon Corp | 6.20M (4.21%) | 612.07K Increased by +9.88% | Sep 30, 23 |
| 5 | State Street Corporation | 4.25M (2.89%) | -123.26K Decreased by -2.90% | Sep 30, 23 |
| 6 | JPMorgan Chase & Co | 3.82M (2.60%) | 319.76K Increased by +8.38% | Sep 30, 23 |
| 7 | Massachusetts Financial Services Company | 3.16M (2.15%) | 286.08K Increased by +9.05% | Sep 30, 23 |
| 8 | LSV Asset Management | 2.59M (1.76%) | -214.81K Decreased by -8.29% | Sep 30, 23 |
| 9 | Ameriprise Financial Inc | 2.58M (1.76%) | -20.24K Decreased by -0.78% | Sep 30, 23 |
| 10 | Dimensional Fund Advisors, Inc. | 2.49M (1.70%) | -40.69K Decreased by -1.63% | Sep 30, 23 |
| 11 | Geode Capital Management, LLC | 2.22M (1.51%) | 20.25K Increased by +0.91% | Sep 30, 23 |
| 12 | Deutsche Bank AG | 1.76M (1.20%) | 1.72M Increased by +97.78% | Sep 30, 23 |
| 13 | Marshall Wace Asset Management Ltd | 1.48M (1.01%) | 924.46K Increased by +62.41% | Sep 30, 23 |
| 14 | American Century Companies Inc | 1.46M (0.99%) | 10.07K Increased by +0.69% | Sep 30, 23 |
| 15 | Vaughan Nelson Scarbrgh & Mccullough LP | 1.35M (0.92%) | 37.59K Increased by +2.78% | Sep 30, 23 |
| 16 | Northern Trust Corp | 1.18M (0.80%) | -316.92K Decreased by -26.79% | Sep 30, 23 |
| 17 | Morgan Stanley - Brokerage Accounts | 1.17M (0.79%) | 23.13K Increased by +1.98% | Sep 30, 23 |
| 18 | Legal & General Group PLC | 1.08M (0.73%) | -5.44K Decreased by -0.50% | Sep 30, 23 |
| 19 | Charles Schwab Investment Management Inc | 1.08M (0.73%) | 43.08K Increased by +4.00% | Sep 30, 23 |
| 20 | Millennium Management LLC | 1.01M (0.69%) | 1.00M Increased by +99.33% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 4.65M (3.16%) | 6.62K Increased by +0.14% | Nov 30, 23 |
| 2 | iShares Core S&P Mid-Cap ETF | 4.51M (3.06%) | -816.00 Decreased by -0.02% | Dec 29, 23 |
| 3 | Vanguard Small Cap Index | 3.83M (2.61%) | 11.76K Increased by +0.31% | Nov 30, 23 |
| 4 | iShares Select Dividend ETF | 3.44M (2.34%) | -2.13K Decreased by -0.06% | Dec 29, 23 |
| 5 | Vanguard Small Cap Value Index Inv | 2.67M (1.81%) | 8.25K Increased by +0.31% | Nov 30, 23 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 2.15M (1.47%) | 41.07K Increased by +1.91% | Nov 30, 23 |
| 7 | JPM Large Cap Value - MA | 1.99M (1.35%) | 1.99M Increased by +100.00% | Sep 30, 23 |
| 8 | Fidelity® Value | 1.93M (1.31%) | -5.10K Decreased by -0.26% | Nov 30, 23 |
| 9 | JPM US Large Cap Value-Composite | 1.75M (1.19%) | -233.18K Decreased by -13.31% | Dec 31, 23 |
| 10 | UWS BNY Mellon Global Higher Inc B | 1.70M (1.16%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 11 | Fidelity® Series Stk Selec Lg Cp Val | 1.61M (1.10%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 12 | Columbia Focused Mid Cap Value | 1.50M (1.02%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 13 | Columbia Select Mid Cap Value Instl | 1.46M (1.00%) | 150.00K Increased by +10.25% | Nov 30, 23 |
| 14 | Fidelity® Small Cap Growth | 1.37M (0.93%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 15 | Strategic Advisers® Fidelity US TtlStk | 1.35M (0.92%) | -109.13K Decreased by -8.11% | Nov 30, 23 |
| 16 | JPMorgan Large Cap Value I | 1.25M (0.85%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 17 | SPDR® S&P MIDCAP 400 ETF Trust | 1.19M (0.81%) | -10.21K Decreased by -0.86% | Nov 30, 23 |
| 18 | Avantis US Small Cap Value ETF | 1.18M (0.81%) | 0.00 Increased by 0.00% | Dec 30, 23 |
| 19 | Fidelity Select Materials | 1.15M (0.78%) | -31.90K Decreased by -2.77% | Nov 30, 23 |