| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKF | 1000.00% |
| 2 | ILCV | 1000.00% |
| 3 | IWD | 1000.00% |
| 4 | ILCB | 1000.00% |
| 5 | IWR | 1000.00% |
| 6 | IWS | 1000.00% |
| 7 | IWV | 1000.00% |
| 8 | JKI | 1000.00% |
| 9 | JKG | 1000.00% |
| 10 | IYR | 1000.00% |
| 11 | IYY | 1000.00% |
| 12 | JKD | 1000.00% |
| 13 | IUSV | 1000.00% |
| 14 | IVE | 1000.00% |
| 15 | IVV | 1000.00% |
| 16 | IMCV | 1000.00% |
| 17 | IWB | 1000.00% |
| 18 | ITOT | 1000.00% |
| 19 | IMCB | 1000.00% |
| 20 | OLD | 10.65% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 40.47M (17.20%) | 167.44K Increased by +0.41% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 35.23M (14.98%) | 66.58K Increased by +0.19% | Sep 30, 23 |
| 3 | State Street Corporation | 12.53M (5.33%) | 21.53K Increased by +0.17% | Sep 30, 23 |
| 4 | AllianceBernstein L.P. | 9.00M (3.83%) | -393.42K Decreased by -4.37% | Sep 30, 23 |
| 5 | Fuller & Thaler Asset Management Inc | 8.98M (3.82%) | -156.54K Decreased by -1.74% | Sep 30, 23 |
| 6 | Macquarie Group Ltd | 5.67M (2.41%) | 214.76K Increased by +3.78% | Sep 30, 23 |
| 7 | Bank of New York Mellon Corp | 5.66M (2.41%) | 181.77K Increased by +3.21% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 5.56M (2.36%) | 223.44K Increased by +4.02% | Sep 30, 23 |
| 9 | BTIM Corp | 4.71M (2.00%) | 179.51K Increased by +3.81% | Sep 30, 23 |
| 10 | Northern Trust Corp | 4.46M (1.90%) | -173.92K Decreased by -3.90% | Sep 30, 23 |
| 11 | Goldman Sachs Group Inc | 4.35M (1.85%) | -133.44K Decreased by -3.06% | Sep 30, 23 |
| 12 | Channing Capital Management, LLC | 4.29M (1.82%) | -103.55K Decreased by -2.41% | Sep 30, 23 |
| 13 | Charles Schwab Investment Management Inc | 3.70M (1.57%) | 134.17K Increased by +3.62% | Sep 30, 23 |
| 14 | Dimensional Fund Advisors, Inc. | 3.38M (1.44%) | 495.00 Increased by +0.01% | Sep 30, 23 |
| 15 | American Century Companies Inc | 3.36M (1.43%) | 65.81K Increased by +1.96% | Sep 30, 23 |
| 16 | Federated Hermes Inc | 3.18M (1.35%) | -157.11K Decreased by -4.94% | Sep 30, 23 |
| 17 | HHG PLC | 2.98M (1.26%) | 81.50K Increased by +2.74% | Sep 30, 23 |
| 18 | JPMorgan Chase & Co | 2.69M (1.14%) | -223.27K Decreased by -8.31% | Sep 30, 23 |
| 19 | Victory Capital Management Inc. | 2.18M (0.93%) | 196.86K Increased by +9.02% | Sep 30, 23 |
| 20 | GW&K Investment Management, LLC | 2.16M (0.92%) | -105.26K Decreased by -4.87% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Real Estate Index Investor | 9.66M (4.11%) | -165.14K Decreased by -1.71% | Nov 30, 23 |
| 2 | Fuller & Thaler Behavrl Small-Cap Value | 7.83M (3.33%) | -27.96K Decreased by -0.36% | Sep 30, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 7.44M (3.16%) | 13.60K Increased by +0.18% | Nov 30, 23 |
| 4 | Undiscovered Managers Behavioral Val L | 7.30M (3.10%) | -15.80K Decreased by -0.22% | Nov 30, 23 |
| 5 | iShares Core S&P Mid-Cap ETF | 7.24M (3.08%) | -1.31K Decreased by -0.02% | Dec 29, 23 |
| 6 | iShares Russell 2000 ETF | 6.61M (2.81%) | 79.91K Increased by +1.21% | Dec 29, 23 |
| 7 | Vanguard Small Cap Index | 6.17M (2.62%) | 18.91K Increased by +0.31% | Nov 30, 23 |
| 8 | Vanguard Small Cap Value Index Inv | 4.29M (1.82%) | 6.01K Increased by +0.14% | Nov 30, 23 |
| 9 | Delaware Small Cap Core I | 4.24M (1.80%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | Macquarie US Small Cap Core Equity | 4.24M (1.80%) | 136.74K Increased by +3.23% | Sep 30, 23 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 3.38M (1.44%) | 5.16K Increased by +0.15% | Nov 30, 23 |
| 12 | American Century Small Cap Value Inv | 2.71M (1.15%) | 40.00K Increased by +1.48% | Sep 30, 23 |
| 13 | American Century U.S. Small Cap Value | 2.71M (1.15%) | 40.00K Increased by +1.48% | Sep 30, 23 |
| 14 | Janus Henderson Small Cap Value L | 2.37M (1.01%) | 95.40K Increased by +4.02% | Sep 30, 23 |
| 15 | Fidelity® Small Cap Index | 2.33M (0.99%) | 61.88K Increased by +2.66% | Oct 31, 23 |
| 16 | iShares Russell 2000 Value ETF | 2.33M (0.99%) | 4.33K Increased by +0.19% | Dec 29, 23 |
| 17 | SPDR® S&P MIDCAP 400 ETF Trust | 1.91M (0.81%) | -16.44K Decreased by -0.86% | Nov 30, 23 |
| 18 | AB Discovery Value Advisor | 1.88M (0.80%) | -103.46K Decreased by -5.50% | Oct 31, 23 |
| 19 | Federated Hermes Kaufmann Growth | 1.65M (0.70%) | -172.78K Decreased by -10.46% | Sep 30, 23 |
| 20 | Federated Hermes Kaufmann R | 1.65M (0.70%) | -172.78K Decreased by -10.46% | Sep 30, 23 |