| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IYY | 1000.00% |
| 2 | IWD | 1000.00% |
| 3 | IWB | 1000.00% |
| 4 | IWS | 1000.00% |
| 5 | IWV | 1000.00% |
| 6 | IUSV | 1000.00% |
| 7 | IWR | 1000.00% |
| 8 | IUSG | 1000.00% |
| 9 | ITOT | 1000.00% |
| 10 | JKK | 1000.00% |
| 11 | ISCG | 1000.00% |
| 12 | ISCB | 1000.00% |
| 13 | JKJ | 1000.00% |
| 14 | IYR | 1000.00% |
| 15 | PRVT | 4.97% |
| 16 | INDS | 4.71% |
| 17 | FFR | 4.29% |
| 18 | JRE | 4.23% |
| 19 | DTRE | 4.21% |
| 20 | RITA | 3.63% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 6.53M (14.33%) | 81.80K Increased by +1.25% | Sep 30, 23 |
| 2 | BlackRock Inc | 5.09M (11.17%) | 73.49K Increased by +1.44% | Sep 30, 23 |
| 3 | State Street Corporation | 2.44M (5.35%) | 36.78K Increased by +1.51% | Sep 30, 23 |
| 4 | T. Rowe Price Investment Management,Inc. | 1.99M (4.36%) | 28.13K Increased by +1.41% | Sep 30, 23 |
| 5 | Morgan Stanley - Brokerage Accounts | 1.61M (3.54%) | -244.03K Decreased by -15.14% | Sep 30, 23 |
| 6 | FMR Inc | 1.18M (2.59%) | -58.77K Decreased by -4.97% | Sep 30, 23 |
| 7 | JPMorgan Chase & Co | 1.13M (2.47%) | -133.56K Decreased by -11.85% | Sep 30, 23 |
| 8 | Deutsche Bank AG | 1.04M (2.29%) | 38.77K Increased by +3.72% | Sep 30, 23 |
| 9 | Nuveen Asset Management, LLC | 1.03M (2.25%) | 37.68K Increased by +3.67% | Sep 30, 23 |
| 10 | T. Rowe Price Associates, Inc. | 1.01M (2.21%) | 204.13K Increased by +20.22% | Sep 30, 23 |
| 11 | Geode Capital Management, LLC | 760.20K (1.67%) | 23.73K Increased by +3.12% | Sep 30, 23 |
| 12 | Brown Advisory Holdings Inc | 754.88K (1.66%) | -113.07K Decreased by -14.98% | Sep 30, 23 |
| 13 | Amvescap Plc. | 726.45K (1.59%) | 81.64K Increased by +11.24% | Sep 30, 23 |
| 14 | Wellington Management Company LLP | 695.21K (1.53%) | 368.95K Increased by +53.07% | Sep 30, 23 |
| 15 | Dimensional Fund Advisors, Inc. | 636.83K (1.40%) | 7.16K Increased by +1.12% | Sep 30, 23 |
| 16 | Charles Schwab Investment Management Inc | 554.72K (1.22%) | -126.41K Decreased by -22.79% | Sep 30, 23 |
| 17 | Boston Partners Global Investors, Inc | 530.14K (1.16%) | 620.00 Increased by +0.12% | Sep 30, 23 |
| 18 | Eagle Asset Management, Inc. | 500.23K (1.10%) | -5.62K Decreased by -1.12% | Sep 30, 23 |
| 19 | Bank of New York Mellon Corp | 487.38K (1.07%) | -7.07K Decreased by -1.45% | Sep 30, 23 |
| 20 | Principal Financial Group Inc | 462.74K (1.02%) | -5.60K Decreased by -1.21% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Real Estate Index Investor | 1.84M (4.04%) | 11.14K Increased by +0.60% | Nov 30, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.42M (3.12%) | 1.63K Increased by +0.11% | Nov 30, 23 |
| 3 | iShares Core S&P Mid-Cap ETF | 1.41M (3.08%) | -255.00 Decreased by -0.02% | Dec 29, 23 |
| 4 | Vanguard Small Cap Index | 1.18M (2.58%) | 4.67K Increased by +0.40% | Nov 30, 23 |
| 5 | Vanguard Small Cap Value Index Inv | 817.51K (1.79%) | 2.65K Increased by +0.32% | Nov 30, 23 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 657.65K (1.44%) | 14.12K Increased by +2.15% | Nov 30, 23 |
| 7 | JHancock Disciplined Value Mid Cap I | 584.10K (1.28%) | 154.31K Increased by +26.42% | Nov 30, 23 |
| 8 | T. Rowe Price Small-Cap Stock | 552.40K (1.21%) | -800.00 Decreased by -0.14% | Sep 30, 23 |
| 9 | T. Rowe Price US Small-Cap Core Equity | 552.40K (1.21%) | -800.00 Decreased by -0.14% | Sep 30, 23 |
| 10 | T. Rowe Price Small-Cap Value | 494.60K (1.09%) | 16.40K Increased by +3.32% | Sep 30, 23 |
| 11 | T. Rowe Price Real Assets Tr I-Z | 403.05K (0.88%) | 109.31K Increased by +27.12% | Sep 30, 23 |
| 12 | VIP Mid Cap Initial | 396.30K (0.87%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 13 | Calvert Small-Cap A | 378.64K (0.83%) | 1.11K Increased by +0.29% | Nov 30, 23 |
| 14 | Calvert US Small-Cap Strategy | 377.53K (0.83%) | 15.49K Increased by +4.10% | Sep 30, 23 |
| 15 | SPDR® S&P MIDCAP 400 ETF Trust | 363.54K (0.80%) | -3.13K Decreased by -0.86% | Nov 30, 23 |
| 16 | JPM US Small Cap Core-Composite | 360.30K (0.79%) | -84.58K Decreased by -23.47% | Sep 30, 23 |
| 17 | Eagle Mid-Cap Growth - Institutional | 358.95K (0.79%) | 139.66K Increased by +38.91% | Dec 31, 23 |
| 18 | T. Rowe Price Real Assets | 347.06K (0.76%) | 88.75K Increased by +25.57% | Sep 30, 23 |
| 19 | CREF Stock R1 | 341.03K (0.75%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | JPMorgan Small Cap Equity A | 334.73K (0.73%) | 0.00 Increased by 0.00% | Nov 30, 23 |