| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ISCB | 1000.00% |
| 2 | IYY | 1000.00% |
| 3 | ISCV | 1000.00% |
| 4 | IAT | 1000.00% |
| 5 | IYG | 1000.00% |
| 6 | IYF | 1000.00% |
| 7 | IWV | 1000.00% |
| 8 | JKJ | 1000.00% |
| 9 | IWS | 1000.00% |
| 10 | IWR | 1000.00% |
| 11 | IWD | 1000.00% |
| 12 | IWB | 1000.00% |
| 13 | IUSV | 1000.00% |
| 14 | ITOT | 1000.00% |
| 15 | DPST | 2.94% |
| 16 | KRE | 2.09% |
| 17 | FTXO | 1.99% |
| 18 | WBIF | 1.92% |
| 19 | KBWB | 1.65% |
| 20 | KBE | 1.11% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 74.85M (13.56%) | 1.20M Increased by +1.61% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 56.78M (10.28%) | 2.28M Increased by +4.01% | Sep 30, 23 |
| 3 | State Street Corporation | 26.77M (4.85%) | 2.08M Increased by +7.77% | Sep 30, 23 |
| 4 | Wellington Management Company LLP | 11.32M (2.05%) | -4.38M Decreased by -38.71% | Sep 30, 23 |
| 5 | D. E. Shaw & Co LP | 9.81M (1.78%) | 2.01M Increased by +20.47% | Sep 30, 23 |
| 6 | North Reef Capital Management LP | 8.90M (1.61%) | 5.16M Increased by +57.96% | Sep 30, 23 |
| 7 | Dimensional Fund Advisors, Inc. | 8.76M (1.59%) | -184.49K Decreased by -2.11% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 8.52M (1.54%) | 548.09K Increased by +6.43% | Sep 30, 23 |
| 9 | AQR Capital Management LLC | 7.81M (1.41%) | 7.68M Increased by +98.42% | Sep 30, 23 |
| 10 | Balyasny Asset Management LLC | 6.62M (1.20%) | -6.16M Decreased by -92.97% | Sep 30, 23 |
| 11 | FMR Inc | 5.75M (1.04%) | -56.72K Decreased by -0.99% | Sep 30, 23 |
| 12 | Morgan Stanley - Brokerage Accounts | 5.74M (1.04%) | 145.98K Increased by +2.54% | Sep 30, 23 |
| 13 | OZ Management LLC | 5.69M (1.03%) | 385.00K Increased by +6.76% | Sep 30, 23 |
| 14 | LSV Asset Management | 5.49M (0.99%) | 4.88M Increased by +88.98% | Sep 30, 23 |
| 15 | Arrowstreet Capital Limited Partnership | 5.47M (0.99%) | 1.46M Increased by +26.69% | Sep 30, 23 |
| 16 | Royal Bank of Canada | 5.45M (0.99%) | -1.03M Decreased by -18.90% | Sep 30, 23 |
| 17 | Bank of New York Mellon Corp | 5.11M (0.93%) | -19.68K Decreased by -0.38% | Sep 30, 23 |
| 18 | Scout Investment Advisors Inc | 4.74M (0.86%) | 389.68K Increased by +8.22% | Sep 30, 23 |
| 19 | Fuller & Thaler Asset Management Inc | 4.62M (0.84%) | 758.36K Increased by +16.40% | Sep 30, 23 |
| 20 | Northern Trust Corp | 4.47M (0.81%) | -129.35K Decreased by -2.89% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 17.51M (3.17%) | 21.16K Increased by +0.12% | Nov 30, 23 |
| 2 | iShares Core S&P Mid-Cap ETF | 16.95M (3.07%) | -3.07K Decreased by -0.02% | Dec 29, 23 |
| 3 | Vanguard Small Cap Index | 14.47M (2.62%) | 58.32K Increased by +0.40% | Nov 30, 23 |
| 4 | SPDR® S&P Regional Banking ETF | 10.33M (1.87%) | 6.68K Increased by +0.06% | Dec 31, 23 |
| 5 | Vanguard Small Cap Value Index Inv | 10.06M (1.82%) | 27.62K Increased by +0.27% | Nov 30, 23 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 8.10M (1.47%) | 158.87K Increased by +1.96% | Nov 30, 23 |
| 7 | iShares Select Dividend ETF | 6.82M (1.24%) | -4.22K Decreased by -0.06% | Dec 29, 23 |
| 8 | Carillon Scout Mid Cap I | 5.63M (1.02%) | 1.59M Increased by +28.24% | Dec 31, 23 |
| 9 | Scout Mid Cap Equity | 5.63M (1.02%) | 1.59M Increased by +28.24% | Dec 31, 23 |
| 10 | Fidelity® Mid-Cap Stock | 4.72M (0.85%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 11 | SPDR® S&P MIDCAP 400 ETF Trust | 4.47M (0.81%) | -38.50K Decreased by -0.86% | Nov 30, 23 |
| 12 | Fuller & Thaler Behavrl Small-Cap Value | 3.90M (0.71%) | 160.36K Increased by +4.11% | Nov 30, 23 |
| 13 | Undiscovered Managers Behavioral Val L | 3.65M (0.66%) | -344.93K Decreased by -9.45% | Nov 30, 23 |
| 14 | iShares S&P Mid-Cap 400 Value ETF | 3.27M (0.59%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 15 | State St Russell Sm/Mid Cp® Indx NL Cl C | 3.26M (0.59%) | 76.90K Increased by +2.36% | Dec 31, 23 |
| 16 | Fidelity® Extended Market Index | 3.00M (0.54%) | 17.90K Increased by +0.60% | Nov 30, 23 |
| 17 | Fidelity Canadian Large Cap Sr B | 2.84M (0.51%) | 3.53K Increased by +0.12% | Mar 31, 23 |