| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ITOT | 1000.00% |
| 2 | ISCB | 1000.00% |
| 3 | IWR | 1000.00% |
| 4 | IWP | 1000.00% |
| 5 | IWF | 1000.00% |
| 6 | IWD | 1000.00% |
| 7 | IWB | 1000.00% |
| 8 | ISCG | 1000.00% |
| 9 | IUSG | 1000.00% |
| 10 | ISCV | 1000.00% |
| 11 | JKK | 1000.00% |
| 12 | JKJ | 1000.00% |
| 13 | IYY | 1000.00% |
| 14 | IYC | 1000.00% |
| 15 | IWV | 1000.00% |
| 16 | IWS | 1000.00% |
| 17 | PSL | 3.54% |
| 18 | LSAT | 3.14% |
| 19 | SDEI | 2.64% |
| 20 | RFDA | 1.64% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | FMR Inc | 21.93M (15.33%) | -915.13K Decreased by -4.17% | Sep 30, 23 |
| 2 | BlackRock Inc | 18.42M (12.88%) | -167.56K Decreased by -0.91% | Sep 30, 23 |
| 3 | Vanguard Group Inc | 15.03M (10.51%) | -376.64K Decreased by -2.51% | Sep 30, 23 |
| 4 | Lazard Asset Management LLC | 6.33M (4.43%) | -291.01K Decreased by -4.60% | Sep 30, 23 |
| 5 | State Street Corporation | 6.09M (4.25%) | 90.66K Increased by +1.49% | Sep 30, 23 |
| 6 | Charles Schwab Investment Management Inc | 3.84M (2.69%) | 118.33K Increased by +3.08% | Sep 30, 23 |
| 7 | Wellington Management Company LLP | 3.58M (2.50%) | -221.40K Decreased by -6.18% | Sep 30, 23 |
| 8 | Fuller & Thaler Asset Management Inc | 2.77M (1.94%) | 1.45M Increased by +52.50% | Sep 30, 23 |
| 9 | AQR Capital Management LLC | 2.72M (1.90%) | -192.22K Decreased by -7.07% | Sep 30, 23 |
| 10 | Boston Partners Global Investors, Inc | 2.55M (1.78%) | -45.71K Decreased by -1.80% | Sep 30, 23 |
| 11 | Dimensional Fund Advisors, Inc. | 2.39M (1.67%) | 159.05K Increased by +6.65% | Sep 30, 23 |
| 12 | Geode Capital Management, LLC | 2.37M (1.66%) | 42.82K Increased by +1.80% | Sep 30, 23 |
| 13 | Northern Trust Corp | 2.18M (1.52%) | -92.96K Decreased by -4.27% | Sep 30, 23 |
| 14 | Citadel Advisors Llc | 2.04M (1.43%) | 111.55K Increased by +5.47% | Sep 30, 23 |
| 15 | Bank of New York Mellon Corp | 1.93M (1.35%) | -49.66K Decreased by -2.58% | Sep 30, 23 |
| 16 | LSV Asset Management | 1.70M (1.19%) | -132.88K Decreased by -7.84% | Sep 30, 23 |
| 17 | Pacer Advisors, INC. | 1.56M (1.09%) | -236.45K Decreased by -15.16% | Sep 30, 23 |
| 18 | Arrowstreet Capital Limited Partnership | 1.52M (1.06%) | 15.05K Increased by +0.99% | Sep 30, 23 |
| 19 | Morgan Stanley - Brokerage Accounts | 1.21M (0.84%) | -163.29K Decreased by -13.53% | Sep 30, 23 |
| 20 | Goldman Sachs Group Inc | 1.18M (0.83%) | 257.21K Increased by +21.76% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 4.58M (3.20%) | 5.26K Increased by +0.11% | Nov 30, 23 |
| 2 | iShares Core S&P Mid-Cap ETF | 4.37M (3.05%) | -791.00 Decreased by -0.02% | Dec 29, 23 |
| 3 | Vanguard Small Cap Index | 3.81M (2.66%) | 15.33K Increased by +0.40% | Nov 30, 23 |
| 4 | Fidelity® Series Value Discovery | 3.76M (2.63%) | 39.60K Increased by +1.05% | Nov 30, 23 |
| 5 | iShares Select Dividend ETF | 3.48M (2.43%) | -2.15K Decreased by -0.06% | Dec 29, 23 |
| 6 | Strategic Advisers® Fidelity US TtlStk | 3.07M (2.15%) | 22.70K Increased by +0.74% | Nov 30, 23 |
| 7 | Vanguard Small Cap Value Index Inv | 2.65M (1.85%) | 7.88K Increased by +0.30% | Nov 30, 23 |
| 8 | Fuller & Thaler Behavioral Sm-Cp Eq R6 | 2.62M (1.83%) | 1.38M Increased by +52.70% | Sep 30, 23 |
| 9 | Fuller & Thaler Behavioral Small-Cap Eq | 2.62M (1.83%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | Schwab US Dividend Equity ETF™ | 2.40M (1.68%) | 350.00 Increased by +0.01% | Dec 30, 23 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 2.21M (1.55%) | 42.39K Increased by +1.92% | Nov 30, 23 |
| 12 | JHancock Disciplined Value Mid Cap I | 1.95M (1.37%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 13 | Lazard Global Eq Franchise A Acc USD | 1.64M (1.14%) | -104.02K Decreased by -6.35% | Nov 30, 23 |
| 14 | Pacer US Cash Cows 100 ETF | 1.55M (1.09%) | 6.16K Increased by +0.40% | Dec 29, 23 |
| 15 | Fidelity® Mid-Cap Stock | 1.43M (1.00%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 16 | SPDR® S&P MIDCAP 400 ETF Trust | 1.22M (0.85%) | -10.48K Decreased by -0.86% | Nov 30, 23 |
| 17 | Fidelity® Value Discovery | 1.16M (0.81%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | Fidelity® Low-Priced Stock | 1.09M (0.76%) | -1.13K Decreased by -0.10% | Oct 31, 23 |
| 19 | FIAM Target Date Value Discovery CIT | 1.03M (0.72%) | 24.20K Increased by +2.34% | Nov 30, 23 |
| 20 | iShares S&P Mid-Cap 400 Growth ETF | 951.17K (0.67%) | -1.73K Decreased by -0.18% | Dec 29, 23 |