| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IYH | 1000.00% |
| 2 | IHI | 1000.00% |
| 3 | JKJ | 1000.00% |
| 4 | ISCB | 1000.00% |
| 5 | ISCV | 1000.00% |
| 6 | ITOT | 1000.00% |
| 7 | IUSV | 1000.00% |
| 8 | IYY | 1000.00% |
| 9 | IWB | 1000.00% |
| 10 | IWD | 1000.00% |
| 11 | IWR | 1000.00% |
| 12 | IWS | 1000.00% |
| 13 | IWV | 1000.00% |
| 14 | XHE | 1.77% |
| 15 | FXH | 1.26% |
| 16 | RFV | 0.87% |
| 17 | USVM | 0.46% |
| 18 | SMDY | 0.45% |
| 19 | HSMV | 0.38% |
| 20 | DFSV | 0.34% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | T. Rowe Price Investment Management,Inc. | 6.57M (13.22%) | 31.26K Increased by +0.48% | Sep 30, 23 |
| 2 | BlackRock Inc | 5.34M (10.73%) | 373.51K Increased by +7.00% | Sep 30, 23 |
| 3 | Vanguard Group Inc | 4.90M (9.85%) | 51.32K Increased by +1.05% | Sep 30, 23 |
| 4 | Dimensional Fund Advisors, Inc. | 3.08M (6.19%) | 109.62K Increased by +3.56% | Sep 30, 23 |
| 5 | Diamond Hill Capital Management Inc | 2.43M (4.89%) | 219.66K Increased by +9.04% | Sep 30, 23 |
| 6 | Select Equity Group LP | 2.24M (4.50%) | -59.78K Decreased by -2.67% | Sep 30, 23 |
| 7 | Thrivent Financial For Lutherans | 1.81M (3.64%) | 38.21K Increased by +2.11% | Sep 30, 23 |
| 8 | Davenport & Company LLC | 1.67M (3.36%) | 346.89K Increased by +20.78% | Sep 30, 23 |
| 9 | State Street Corporation | 1.53M (3.07%) | -5.32K Decreased by -0.35% | Sep 30, 23 |
| 10 | Millennium Management LLC | 1.51M (3.03%) | 533.29K Increased by +35.41% | Sep 30, 23 |
| 11 | Royce & Associates, LP | 1.35M (2.72%) | 243.28K Increased by +17.98% | Sep 30, 23 |
| 12 | Channing Capital Management, LLC | 1.25M (2.52%) | -81.86K Decreased by -6.53% | Sep 30, 23 |
| 13 | Allspring Global Investments Holdings, LLC | 1.03M (2.07%) | 68.40K Increased by +6.66% | Sep 30, 23 |
| 14 | Cardinal Capital Management Llc | 990.08K (1.99%) | -63.42K Decreased by -6.41% | Sep 30, 23 |
| 15 | American Century Companies Inc | 869.71K (1.75%) | -79.88K Decreased by -9.18% | Sep 30, 23 |
| 16 | Principal Financial Group Inc | 832.41K (1.67%) | 6.35K Increased by +0.76% | Sep 30, 23 |
| 17 | Durable Capital Partners LP | 822.88K (1.66%) | -700.18K Decreased by -85.09% | Sep 30, 23 |
| 18 | Morgan Stanley - Brokerage Accounts | 763.73K (1.54%) | 211.14K Increased by +27.65% | Sep 30, 23 |
| 19 | Geode Capital Management, LLC | 753.83K (1.52%) | -36.45K Decreased by -4.84% | Sep 30, 23 |
| 20 | Artemis Investment Management LLP | 552.32K (1.11%) | 211.13K Increased by +38.23% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | T. Rowe Price Mid-Cap Growth | 3.23M (6.50%) | -14.20K Decreased by -0.44% | Sep 30, 23 |
| 2 | T. Rowe Price US Mid-Cap Growth Equity | 3.23M (6.50%) | -14.20K Decreased by -0.44% | Sep 30, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 1.54M (3.11%) | 2.60K Increased by +0.17% | Nov 30, 23 |
| 4 | iShares Core S&P Mid-Cap ETF | 1.51M (3.03%) | -273.00 Decreased by -0.02% | Dec 29, 23 |
| 5 | Vanguard Small Cap Index | 1.27M (2.56%) | 3.88K Increased by +0.30% | Nov 30, 23 |
| 6 | Diamond Hill Small-Mid Cap Equity | 1.05M (2.11%) | -18.60K Decreased by -1.77% | Nov 30, 23 |
| 7 | Vanguard Small Cap Value Index Inv | 883.41K (1.78%) | 1.75K Increased by +0.20% | Nov 30, 23 |
| 8 | DFA US Small Cap Value I | 859.25K (1.73%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 9 | Thrivent Small Cap Stock A | 809.67K (1.63%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 10 | T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z | 753.60K (1.52%) | 38.70K Increased by +5.14% | Sep 30, 23 |
| 11 | Diamond Hill Small-Mid Cap I | 734.21K (1.48%) | -18.60K Decreased by -2.53% | Nov 30, 23 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 713.07K (1.43%) | 9.44K Increased by +1.32% | Nov 30, 23 |
| 13 | Cardinal Capital SMID Cap Value Equity | 660.06K (1.33%) | -26.26K Decreased by -3.98% | Sep 30, 23 |
| 14 | Davenport Equity Opportunities USD | 609.13K (1.23%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | American Century Small Cap Value Inv | 605.00K (1.22%) | -45.00K Decreased by -7.44% | Sep 30, 23 |
| 16 | American Century U.S. Small Cap Value | 605.00K (1.22%) | -45.00K Decreased by -7.44% | Sep 30, 23 |
| 17 | Davenport Small Cap Focus | 601.21K (1.21%) | 29.60K Increased by +4.92% | Nov 30, 23 |
| 18 | JNL/T. Rowe Price Mid-Cap Growth A | 580.00K (1.17%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 19 | T. Rowe Price Instl Mid-Cap Equity Gr | 577.00K (1.16%) | 6.00K Increased by +1.04% | Sep 30, 23 |
| 20 | Allspring Special Small Cap Value A | 561.40K (1.13%) | -1.00K Decreased by -0.18% | Nov 30, 23 |