| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKK | 1000.00% |
| 2 | IWR | 1000.00% |
| 3 | IWS | 1000.00% |
| 4 | IWV | 1000.00% |
| 5 | IWB | 1000.00% |
| 6 | IYY | 1000.00% |
| 7 | JKJ | 1000.00% |
| 8 | IUSV | 1000.00% |
| 9 | IWD | 1000.00% |
| 10 | ITOT | 1000.00% |
| 11 | ISCV | 1000.00% |
| 12 | ISCG | 1000.00% |
| 13 | ISCB | 1000.00% |
| 14 | CUT | 3.70% |
| 15 | BOUT | 2.43% |
| 16 | PPI | 2.27% |
| 17 | PRAY | 2.02% |
| 18 | JSMD | 1.32% |
| 19 | XMLV | 1.27% |
| 20 | FXR | 1.24% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 31.49M (10.41%) | -449.71K Decreased by -1.43% | Sep 30, 23 |
| 2 | BlackRock Inc | 30.24M (10.00%) | -175.32K Decreased by -0.58% | Sep 30, 23 |
| 3 | Wellington Management Company LLP | 12.68M (4.19%) | 628.66K Increased by +4.96% | Sep 30, 23 |
| 4 | Fuller & Thaler Asset Management Inc | 12.21M (4.04%) | 1.14M Increased by +9.33% | Sep 30, 23 |
| 5 | FMR Inc | 10.13M (3.35%) | 4.07M Increased by +40.21% | Sep 30, 23 |
| 6 | State Street Corporation | 9.03M (2.99%) | 573.11K Increased by +6.34% | Sep 30, 23 |
| 7 | Shapiro Capital Management Co Inc | 8.24M (2.73%) | 727.11K Increased by +8.82% | Sep 30, 23 |
| 8 | Massachusetts Financial Services Company | 7.82M (2.58%) | 1.35M Increased by +17.33% | Sep 30, 23 |
| 9 | Eminence Capital LLC | 7.53M (2.49%) | 1.61M Increased by +21.44% | Sep 30, 23 |
| 10 | American Century Companies Inc | 7.13M (2.36%) | 241.25K Increased by +3.38% | Sep 30, 23 |
| 11 | Impax Asset Management Group PLC | 6.20M (2.05%) | -1.05M Decreased by -16.99% | Sep 30, 23 |
| 12 | Handelsbanken Fonder AB | 5.82M (1.92%) | 950.90K Increased by +16.35% | Sep 30, 23 |
| 13 | Dimensional Fund Advisors, Inc. | 5.40M (1.79%) | 79.63K Increased by +1.47% | Sep 30, 23 |
| 14 | LSV Asset Management | 5.08M (1.68%) | 169.40K Increased by +3.33% | Sep 30, 23 |
| 15 | ArrowMark Colorado Holdings, LLC (ArrowMark Partners) | 4.85M (1.60%) | -300.32K Decreased by -6.20% | Sep 30, 23 |
| 16 | Neuberger Berman Group LLC | 4.68M (1.55%) | -27.14K Decreased by -0.58% | Sep 30, 23 |
| 17 | Geode Capital Management, LLC | 4.64M (1.53%) | 118.39K Increased by +2.55% | Sep 30, 23 |
| 18 | Waratah Capital Advisors Ltd | 4.07M (1.35%) | 37.67K Increased by +0.92% | Sep 30, 23 |
| 19 | Principal Financial Group Inc | 4.06M (1.34%) | -43.34K Decreased by -1.07% | Sep 30, 23 |
| 20 | Morgan Stanley - Brokerage Accounts | 3.75M (1.24%) | -507.70K Decreased by -13.53% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 9.61M (3.18%) | 11.21K Increased by +0.12% | Nov 30, 23 |
| 2 | iShares Core S&P Mid-Cap ETF | 9.29M (3.07%) | -1.68K Decreased by -0.02% | Dec 29, 23 |
| 3 | Fuller & Thaler Behavrl Small-Cap Value | 8.61M (2.85%) | 654.76K Increased by +7.60% | Nov 30, 23 |
| 4 | Undiscovered Managers Behavioral Val L | 8.10M (2.68%) | -17.50K Decreased by -0.22% | Nov 30, 23 |
| 5 | Vanguard Small Cap Index | 7.95M (2.63%) | 32.91K Increased by +0.41% | Nov 30, 23 |
| 6 | Vanguard Explorer Inv | 6.82M (2.26%) | -308.78K Decreased by -4.53% | Sep 30, 23 |
| 7 | American Century Small Cap Value Inv | 5.72M (1.89%) | 775.00K Increased by +13.55% | Sep 30, 23 |
| 8 | American Century U.S. Small Cap Value | 5.72M (1.89%) | 775.00K Increased by +13.55% | Sep 30, 23 |
| 9 | Vanguard Small Cap Value Index Inv | 5.53M (1.83%) | 14.14K Increased by +0.26% | Nov 30, 23 |
| 10 | MFS Mid Cap Value Equity | 5.10M (1.68%) | 1.04M Increased by +20.41% | Sep 30, 23 |
| 11 | MFS Mid Cap Value A | 5.09M (1.68%) | -9.95K Decreased by -0.20% | Nov 30, 23 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 4.46M (1.47%) | 84.28K Increased by +1.89% | Nov 30, 23 |
| 13 | Allspring Special Mid Cap Value Inst | 3.79M (1.25%) | 290.50K Increased by +7.67% | Nov 30, 23 |
| 14 | Impax Specialists Strategy Composite | 3.26M (1.08%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 15 | Handelsbanken Global Tema (A1 SEK) | 2.80M (0.93%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 16 | Premier Miton US Opportunities B Acc | 2.57M (0.85%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 17 | SPDR® S&P MIDCAP 400 ETF Trust | 2.46M (0.81%) | -21.18K Decreased by -0.86% | Nov 30, 23 |
| 18 | Fuller & Thaler Behavioral Sm-Cp Eq R6 | 2.42M (0.80%) | -84.50K Decreased by -3.49% | Sep 30, 23 |
| 19 | Fuller & Thaler Behavioral Small-Cap Eq | 2.42M (0.80%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | Fidelity® Small Cap Value | 2.40M (0.79%) | 400.00K Increased by +16.67% | Oct 31, 23 |