| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IAT | 1000.00% |
| 2 | IUSV | 1000.00% |
| 3 | ITOT | 1000.00% |
| 4 | ISCV | 1000.00% |
| 5 | ISCG | 1000.00% |
| 6 | ISCB | 1000.00% |
| 7 | JKK | 1000.00% |
| 8 | JKJ | 1000.00% |
| 9 | IYY | 1000.00% |
| 10 | IYG | 1000.00% |
| 11 | IWV | 1000.00% |
| 12 | IWN | 1000.00% |
| 13 | IWM | 1000.00% |
| 14 | SMIG | 2.04% |
| 15 | KBWR | 2.04% |
| 16 | NSCS | 1.57% |
| 17 | KBE | 1.16% |
| 18 | KRE | 1.15% |
| 19 | SMCP | 0.99% |
| 20 | FTXO | 0.89% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 22.70M (12.11%) | -166.28K Decreased by -0.73% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 21.18M (11.30%) | -132.49K Decreased by -0.63% | Sep 30, 23 |
| 3 | T. Rowe Price Investment Management,Inc. | 8.51M (4.54%) | -123.59K Decreased by -1.45% | Sep 30, 23 |
| 4 | State Street Corporation | 8.18M (4.36%) | -563.10K Decreased by -6.89% | Sep 30, 23 |
| 5 | American Century Companies Inc | 5.44M (2.90%) | 10.72K Increased by +0.20% | Sep 30, 23 |
| 6 | Dimensional Fund Advisors, Inc. | 5.06M (2.70%) | 365.63K Increased by +7.22% | Sep 30, 23 |
| 7 | Geode Capital Management, LLC | 3.96M (2.11%) | 153.65K Increased by +3.88% | Sep 30, 23 |
| 8 | Copeland Capital Management, LLC | 3.22M (1.72%) | 18.97K Increased by +0.59% | Sep 30, 23 |
| 9 | Northern Trust Corp | 2.95M (1.58%) | -17.41K Decreased by -0.59% | Sep 30, 23 |
| 10 | Wellington Management Company LLP | 2.75M (1.47%) | 38.57K Increased by +1.40% | Sep 30, 23 |
| 11 | Barr E S & Co | 2.60M (1.39%) | 40.14K Increased by +1.54% | Sep 30, 23 |
| 12 | Fisher Asset Management, LLC | 2.25M (1.20%) | 751.47K Increased by +33.44% | Sep 30, 23 |
| 13 | Bank of New York Mellon Corp | 2.03M (1.08%) | -56.64K Decreased by -2.79% | Sep 30, 23 |
| 14 | Goldman Sachs Group Inc | 1.90M (1.02%) | -240.89K Decreased by -12.66% | Sep 30, 23 |
| 15 | Kennedy Capital Management Inc | 1.66M (0.89%) | -13.07K Decreased by -0.79% | Sep 30, 23 |
| 16 | Charles Schwab Investment Management Inc | 1.54M (0.82%) | 43.90K Increased by +2.85% | Sep 30, 23 |
| 17 | Ranger Investment Management LP | 1.37M (0.73%) | -50.47K Decreased by -3.69% | Sep 30, 23 |
| 18 | Loomis, Sayles & Company LP | 1.36M (0.72%) | -52.73K Decreased by -3.88% | Sep 30, 23 |
| 19 | Nuveen Asset Management, LLC | 1.34M (0.71%) | -314.32K Decreased by -23.47% | Sep 30, 23 |
| 20 | Royce & Associates, LP | 1.28M (0.68%) | 383.60K Increased by +30.03% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 6.03M (3.22%) | 8.42K Increased by +0.14% | Nov 30, 23 |
| 2 | iShares Core S&P Mid-Cap ETF | 5.70M (3.04%) | -1.03K Decreased by -0.02% | Dec 29, 23 |
| 3 | iShares Russell 2000 ETF | 5.22M (2.79%) | 48.47K Increased by +0.93% | Dec 29, 23 |
| 4 | Vanguard Small Cap Index | 4.99M (2.66%) | 22.61K Increased by +0.45% | Nov 30, 23 |
| 5 | American Century Small Cap Value Inv | 4.35M (2.32%) | 10.00K Increased by +0.23% | Sep 30, 23 |
| 6 | American Century U.S. Small Cap Value | 4.35M (2.32%) | 10.00K Increased by +0.23% | Sep 30, 23 |
| 7 | Vanguard Small Cap Value Index Inv | 3.46M (1.85%) | 8.32K Increased by +0.24% | Nov 30, 23 |
| 8 | T. Rowe Price Small-Cap Value | 3.40M (1.82%) | -52.80K Decreased by -1.55% | Sep 30, 23 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 2.70M (1.44%) | 25.16K Increased by +0.93% | Nov 30, 23 |
| 10 | iShares Russell 2000 Value ETF | 1.86M (0.99%) | 18.78K Increased by +1.01% | Dec 29, 23 |
| 11 | Fidelity® Small Cap Index | 1.84M (0.98%) | 51.01K Increased by +2.78% | Oct 31, 23 |
| 12 | SPDR® S&P Regional Banking ETF | 1.57M (0.84%) | 1.01K Increased by +0.06% | Dec 31, 23 |
| 13 | T. Rowe Price U.S. SC Value Eq Tr-Z | 1.54M (0.82%) | 1.20K Increased by +0.08% | Sep 30, 23 |
| 14 | SPDR® S&P MIDCAP 400 ETF Trust | 1.51M (0.81%) | -12.99K Decreased by -0.86% | Nov 30, 23 |
| 15 | Ranger Small Cap | 1.37M (0.73%) | -50.54K Decreased by -3.70% | Sep 30, 23 |
| 16 | DFA US Small Cap I | 1.17M (0.62%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 17 | State St Russell Sm/Mid Cp® Indx NL Cl C | 1.12M (0.60%) | 40.20K Increased by +3.58% | Dec 31, 23 |
| 18 | iShares S&P Mid-Cap 400 Value ETF | 1.10M (0.59%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 19 | Vanguard Dividend Appreciation ETF | 1.09M (0.58%) | 7.58K Increased by +0.70% | Nov 30, 23 |