| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IYC | 1000.00% |
| 2 | ISCG | 1000.00% |
| 3 | IDRV | 1000.00% |
| 4 | ITOT | 1000.00% |
| 5 | IUSG | 1000.00% |
| 6 | ISCB | 1000.00% |
| 7 | IUSV | 1000.00% |
| 8 | JKK | 1000.00% |
| 9 | IWB | 1000.00% |
| 10 | JKJ | 1000.00% |
| 11 | IWD | 1000.00% |
| 12 | IWR | 1000.00% |
| 13 | IWS | 1000.00% |
| 14 | IWV | 1000.00% |
| 15 | IYY | 1000.00% |
| 16 | EVAV | 5.04% |
| 17 | DIVC | 3.33% |
| 18 | KONG | 2.76% |
| 19 | SAEF | 2.22% |
| 20 | ROBT | 1.82% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 22.12M (9.51%) | -295.13K Decreased by -1.33% | Sep 30, 23 |
| 2 | BlackRock Inc | 20.81M (8.94%) | -548.40K Decreased by -2.64% | Sep 30, 23 |
| 3 | EdgePoint Investment Group, Inc. | 8.69M (3.73%) | 22.96K Increased by +0.26% | Sep 30, 23 |
| 4 | Ariel Investments, LLC | 6.91M (2.97%) | -1.54M Decreased by -22.22% | Sep 30, 23 |
| 5 | Wellington Management Company LLP | 6.82M (2.93%) | 3.33M Increased by +48.81% | Sep 30, 23 |
| 6 | State Street Corporation | 6.72M (2.89%) | -53.13K Decreased by -0.79% | Sep 30, 23 |
| 7 | Beutel, Goodman & Company Ltd. | 6.10M (2.62%) | -1.05K Decreased by -0.02% | Sep 30, 23 |
| 8 | Boston Partners Global Investors, Inc | 5.55M (2.39%) | 5.84K Increased by +0.11% | Sep 30, 23 |
| 9 | Cooke & Bieler LP | 5.29M (2.27%) | -87.80K Decreased by -1.66% | Sep 30, 23 |
| 10 | Geode Capital Management, LLC | 4.46M (1.92%) | 111.37K Increased by +2.50% | Sep 30, 23 |
| 11 | Disciplined Growth Investors Inc | 4.14M (1.78%) | -83.13K Decreased by -2.01% | Sep 30, 23 |
| 12 | Maj Invest Holding A/S | 4.03M (1.73%) | -222.21K Decreased by -5.51% | Sep 30, 23 |
| 13 | Morgan Stanley - Brokerage Accounts | 3.87M (1.67%) | 7.60K Increased by +0.20% | Sep 30, 23 |
| 14 | Burgundy Asset Management Ltd | 3.84M (1.65%) | 93.10K Increased by +2.42% | Sep 30, 23 |
| 15 | Dimensional Fund Advisors, Inc. | 3.66M (1.57%) | -128.06K Decreased by -3.50% | Sep 30, 23 |
| 16 | Bank of New York Mellon Corp | 2.70M (1.16%) | -31.07K Decreased by -1.15% | Sep 30, 23 |
| 17 | Deutsche Bank AG | 2.56M (1.10%) | -62.99K Decreased by -2.46% | Sep 30, 23 |
| 18 | American Capital Management Inc | 2.38M (1.02%) | -11.05K Decreased by -0.46% | Sep 30, 23 |
| 19 | Millennium Management LLC | 2.37M (1.02%) | 1.48M Increased by +62.59% | Sep 30, 23 |
| 20 | Schroder Investment Management Group | 2.36M (1.01%) | 76.07K Increased by +3.23% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 7.32M (3.15%) | 6.95K Increased by +0.09% | Nov 30, 23 |
| 2 | iShares Core S&P Mid-Cap ETF | 7.08M (3.04%) | -1.28K Decreased by -0.02% | Dec 29, 23 |
| 3 | Vanguard Small Cap Index | 6.04M (2.60%) | 23.75K Increased by +0.39% | Nov 30, 23 |
| 4 | EdgePoint Global | 4.82M (2.07%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 5 | JHancock Disciplined Value Mid Cap I | 4.26M (1.83%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 3.39M (1.46%) | 88.92K Increased by +2.62% | Nov 30, 23 |
| 7 | Vanguard Small Cap Growth Index Inv | 3.38M (1.45%) | 22.54K Increased by +0.67% | Nov 30, 23 |
| 8 | Vanguard Explorer Inv | 2.47M (1.06%) | 2.47M Increased by +100.00% | Sep 30, 23 |
| 9 | EdgePoint Global Growth and Income | 2.23M (0.96%) | -50.00K Decreased by -2.24% | Sep 30, 23 |
| 10 | Vanguard Selected Value Inv | 2.15M (0.92%) | -15.30K Decreased by -0.71% | Sep 30, 23 |
| 11 | Ariel Fund Investor | 2.07M (0.89%) | -302.96K Decreased by -14.63% | Dec 31, 23 |
| 12 | First Trust Value Line® Dividend ETF | 2.02M (0.87%) | -11.46K Decreased by -0.57% | Dec 28, 23 |
| 13 | SPDR® S&P MIDCAP 400 ETF Trust | 1.87M (0.80%) | -16.09K Decreased by -0.86% | Nov 30, 23 |
| 14 | Beutel Goodman American Equity Class F | 1.38M (0.59%) | -15.25K Decreased by -1.11% | Nov 30, 23 |
| 15 | State St Russell Sm/Mid Cp® Indx NL Cl C | 1.37M (0.59%) | 29.50K Increased by +2.16% | Dec 31, 23 |
| 16 | Brown Advisory BeutelGoodmanLg-CpValInst | 1.33M (0.57%) | -22.20K Decreased by -1.67% | Nov 30, 23 |
| 17 | DWS ESG Top World | 1.31M (0.56%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | Fidelity® Extended Market Index | 1.25M (0.54%) | 12.30K Increased by +0.98% | Nov 30, 23 |
| 19 | State St S&P Midcap® Indx SL Cl II | 1.11M (0.48%) | 4.50K Increased by +0.41% | Dec 31, 23 |
| 20 | BA Beutel Goodman US Val M USD Inc UnH | 1.04M (0.45%) | 9.19K Increased by +0.88% | Nov 30, 23 |