| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWV | 1000.00% |
| 2 | JKJ | 1000.00% |
| 3 | IYY | 1000.00% |
| 4 | IWM | 1000.00% |
| 5 | JKK | 1000.00% |
| 6 | IWN | 1000.00% |
| 7 | IUSV | 1000.00% |
| 8 | IUSG | 1000.00% |
| 9 | ITOT | 1000.00% |
| 10 | ISCV | 1000.00% |
| 11 | ISCG | 1000.00% |
| 12 | ISCB | 1000.00% |
| 13 | IWO | 1000.00% |
| 14 | FIXT | 2.64% |
| 15 | LIT | 2.51% |
| 16 | FEMA | 2.36% |
| 17 | GEX | 2.18% |
| 18 | QCLN | 1.99% |
| 19 | DRIV | 1.08% |
| 20 | NZRO | 1.02% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 5.13M (12.84%) | 256.29K Increased by +4.99% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 4.35M (10.87%) | 62.15K Increased by +1.43% | Sep 30, 23 |
| 3 | Dimensional Fund Advisors, Inc. | 1.55M (3.87%) | -125.37K Decreased by -8.10% | Sep 30, 23 |
| 4 | State Street Corporation | 1.40M (3.50%) | -3.26K Decreased by -0.23% | Sep 30, 23 |
| 5 | HHG PLC | 1.28M (3.21%) | -24.19K Decreased by -1.88% | Sep 30, 23 |
| 6 | Earnest Partners LLC | 1.23M (3.09%) | -24.26K Decreased by -1.97% | Sep 30, 23 |
| 7 | Principal Financial Group Inc | 864.46K (2.16%) | -34.89K Decreased by -4.04% | Sep 30, 23 |
| 8 | Amvescap Plc. | 852.08K (2.13%) | 226.63K Increased by +26.60% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 844.53K (2.11%) | 34.62K Increased by +4.10% | Sep 30, 23 |
| 10 | Bank of New York Mellon Corp | 805.42K (2.01%) | 14.25K Increased by +1.77% | Sep 30, 23 |
| 11 | Mirae Asset Global Investments (Korea) Co Ltd | 728.76K (1.82%) | -48.32K Decreased by -6.63% | Sep 30, 23 |
| 12 | Boston Partners Global Investors, Inc | 704.70K (1.76%) | 359.53K Increased by +51.02% | Sep 30, 23 |
| 13 | Newsouth Capital Management Inc | 683.64K (1.71%) | -7.20K Decreased by -1.05% | Sep 30, 23 |
| 14 | Hill City Capital, LP | 657.50K (1.64%) | 50.00K Increased by +7.60% | Sep 30, 23 |
| 15 | Segall Bryant & Hamill | 633.38K (1.58%) | -13.14K Decreased by -2.07% | Sep 30, 23 |
| 16 | Northern Trust Corp | 627.32K (1.57%) | -8.50K Decreased by -1.35% | Sep 30, 23 |
| 17 | AQR Capital Management LLC | 603.17K (1.51%) | 339.14K Increased by +56.23% | Sep 30, 23 |
| 18 | DePrince Race & Zollo Inc | 587.11K (1.47%) | -50.62K Decreased by -8.62% | Sep 30, 23 |
| 19 | ACK Asset Management LLC | 572.50K (1.43%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 20 | Frontier Capital Management CO Inc | 562.51K (1.41%) | -105.98K Decreased by -18.84% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 1.29M (3.22%) | 1.92K Increased by +0.15% | Nov 30, 23 |
| 2 | iShares Core S&P Mid-Cap ETF | 1.23M (3.07%) | -222.00 Decreased by -0.02% | Dec 29, 23 |
| 3 | iShares Russell 2000 ETF | 1.10M (2.76%) | 7.01K Increased by +0.64% | Dec 29, 23 |
| 4 | Vanguard Small Cap Index | 1.06M (2.66%) | 5.02K Increased by +0.47% | Nov 30, 23 |
| 5 | Janus Henderson Triton D | 845.37K (2.11%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 6 | Janus Henderson US SMID Cap Growth | 845.37K (2.11%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 7 | Vanguard Small Cap Value Index Inv | 738.87K (1.85%) | 2.38K Increased by +0.32% | Nov 30, 23 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 585.39K (1.46%) | 5.21K Increased by +0.89% | Nov 30, 23 |
| 9 | Global X Lithium & Battery Tech ETF | 490.38K (1.23%) | -5.32K Decreased by -1.09% | Dec 29, 23 |
| 10 | Invesco Small Cap Value A | 458.80K (1.15%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 11 | Harbor Small Cap Value Instl | 435.85K (1.09%) | -5.25K Decreased by -1.21% | Sep 30, 23 |
| 12 | Fidelity® Small Cap Index | 397.19K (0.99%) | 10.70K Increased by +2.69% | Oct 31, 23 |
| 13 | iShares Russell 2000 Growth ETF | 341.12K (0.85%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 14 | Janus Henderson US Small Cap Growth | 330.60K (0.83%) | -20.18K Decreased by -6.10% | Sep 30, 23 |
| 15 | Janus Henderson Venture D | 330.60K (0.83%) | -20.18K Decreased by -6.10% | Sep 30, 23 |
| 16 | SPDR® S&P MIDCAP 400 ETF Trust | 328.64K (0.82%) | -2.83K Decreased by -0.86% | Nov 30, 23 |
| 17 | American Beacon Small Cp Val R5 | 311.76K (0.78%) | 96.91K Increased by +31.09% | Nov 30, 23 |
| 18 | L&G Battery Value-Chain ETF | 306.81K (0.77%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 19 | DFA US Small Cap I | 297.37K (0.74%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | iShares S&P Mid-Cap 400 Value ETF | 252.25K (0.63%) | -195.00 Decreased by -0.08% | Nov 30, 23 |