| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IHE | 1000.00% |
| 2 | IUSG | 1000.00% |
| 3 | ITOT | 1000.00% |
| 4 | ISCV | 1000.00% |
| 5 | ISCB | 1000.00% |
| 6 | JKJ | 1000.00% |
| 7 | IYY | 1000.00% |
| 8 | IYH | 1000.00% |
| 9 | IWV | 1000.00% |
| 10 | IWS | 1000.00% |
| 11 | IWR | 1000.00% |
| 12 | IWD | 1000.00% |
| 13 | IWB | 1000.00% |
| 14 | IUSV | 1000.00% |
| 15 | XPH | 4.01% |
| 16 | PJP | 3.09% |
| 17 | BUDX | 3.05% |
| 18 | PILL | 2.87% |
| 19 | FTXH | 2.80% |
| 20 | FXH | 2.21% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 7.19M (11.73%) | 307.59K Increased by +4.28% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 6.38M (10.41%) | 29.96K Increased by +0.47% | Sep 30, 23 |
| 3 | LSV Asset Management | 2.37M (3.87%) | 55.63K Increased by +2.35% | Sep 30, 23 |
| 4 | State Street Corporation | 2.33M (3.79%) | -47.35K Decreased by -2.04% | Sep 30, 23 |
| 5 | Wellington Management Company LLP | 1.67M (2.72%) | -199.07K Decreased by -11.93% | Sep 30, 23 |
| 6 | JPMorgan Chase & Co | 1.43M (2.33%) | -270.97K Decreased by -19.00% | Sep 30, 23 |
| 7 | Samlyn Capital, LLC | 1.36M (2.22%) | 12.59K Increased by +0.93% | Sep 30, 23 |
| 8 | FMR Inc | 1.33M (2.18%) | 100.35K Increased by +7.53% | Sep 30, 23 |
| 9 | Renaissance Technologies Corp | 1.31M (2.13%) | 17.51K Increased by +1.34% | Sep 30, 23 |
| 10 | Ameriprise Financial Inc | 1.30M (2.12%) | 57.72K Increased by +4.44% | Sep 30, 23 |
| 11 | Polaris Capital Management, LLC | 1.24M (2.02%) | -56.30K Decreased by -4.54% | Sep 30, 23 |
| 12 | Deep Track Capital, LP | 1.14M (1.86%) | -111.95K Decreased by -9.84% | Sep 30, 23 |
| 13 | Franklin Resources Inc | 1.03M (1.69%) | -61.06K Decreased by -5.90% | Sep 30, 23 |
| 14 | Geode Capital Management, LLC | 1.01M (1.65%) | 14.68K Increased by +1.45% | Sep 30, 23 |
| 15 | Morgan Stanley - Brokerage Accounts | 815.82K (1.33%) | 35.46K Increased by +4.35% | Sep 30, 23 |
| 16 | Pacer Advisors, INC. | 798.84K (1.30%) | 114.55K Increased by +14.34% | Sep 30, 23 |
| 17 | Avidity Partners Management LP | 797.50K (1.30%) | 94.72K Increased by +11.88% | Sep 30, 23 |
| 18 | Dimensional Fund Advisors, Inc. | 795.61K (1.30%) | -26.31K Decreased by -3.31% | Sep 30, 23 |
| 19 | Bank of America Corp | 778.75K (1.27%) | 239.07K Increased by +30.70% | Sep 30, 23 |
| 20 | BNP Paribas Investment Partners SA | 763.09K (1.24%) | -17.49K Decreased by -2.29% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 1.91M (3.12%) | -346.00 Decreased by -0.02% | Dec 29, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.90M (3.10%) | 2.46K Increased by +0.13% | Nov 30, 23 |
| 3 | Vanguard Small Cap Index | 1.55M (2.53%) | 6.77K Increased by +0.44% | Nov 30, 23 |
| 4 | Vanguard Small Cap Value Index Inv | 1.08M (1.76%) | 2.35K Increased by +0.22% | Nov 30, 23 |
| 5 | Pacer US Cash Cows 100 ETF | 1.01M (1.65%) | 4.00K Increased by +0.40% | Dec 29, 23 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 913.88K (1.49%) | 17.22K Increased by +1.88% | Nov 30, 23 |
| 7 | JPM US Mid Cap Value-MA | 890.01K (1.45%) | 887.55K Increased by +99.72% | Sep 30, 23 |
| 8 | JPMorgan Mid Cap Value L | 890.01K (1.45%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 9 | JPM US Mid Cap Value-Composite | 873.21K (1.42%) | -16.81K Decreased by -1.92% | Dec 31, 23 |
| 10 | Hartford MidCap Y | 583.60K (0.95%) | -13.92K Decreased by -2.39% | Nov 30, 23 |
| 11 | SPDR® S&P MIDCAP 400 ETF Trust | 505.56K (0.82%) | -4.36K Decreased by -0.86% | Nov 30, 23 |
| 12 | Polaris Capital Mgt Polaris Intl Eq | 421.06K (0.69%) | -128.90K Decreased by -30.61% | Sep 30, 23 |
| 13 | Pear Tree Polaris Foreign Value Ord | 416.70K (0.68%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 14 | BNP Paribas Health Cr Innovtr Cl Cap | 415.01K (0.68%) | -33.16K Decreased by -7.99% | Nov 30, 23 |
| 15 | Franklin Biotechnology Discv A(acc)USD | 414.23K (0.68%) | -59.80K Decreased by -14.44% | Dec 31, 23 |
| 16 | iShares S&P Mid-Cap 400 Growth ETF | 389.02K (0.63%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 17 | Columbia EAFE Core | 361.91K (0.59%) | -9.63K Decreased by -2.66% | Sep 30, 23 |
| 18 | State St Russell Sm/Mid Cp® Indx NL Cl C | 355.51K (0.58%) | 5.70K Increased by +1.60% | Dec 31, 23 |
| 19 | Columbia VP Overseas Core 3 | 354.29K (0.58%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | Swedbank Robur Transfer 80 | 340.14K (0.55%) | 0.00 Increased by 0.00% | Dec 31, 23 |