| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWF | 1000.00% |
| 2 | IWD | 1000.00% |
| 3 | IWB | 1000.00% |
| 4 | IUSV | 1000.00% |
| 5 | JKJ | 1000.00% |
| 6 | JKK | 1000.00% |
| 7 | ITOT | 1000.00% |
| 8 | ISCV | 1000.00% |
| 9 | ISCG | 1000.00% |
| 10 | ISCB | 1000.00% |
| 11 | IAI | 1000.00% |
| 12 | IWP | 1000.00% |
| 13 | IWR | 1000.00% |
| 14 | IWS | 1000.00% |
| 15 | IWV | 1000.00% |
| 16 | IYF | 1000.00% |
| 17 | IYG | 1000.00% |
| 18 | IYY | 1000.00% |
| 19 | UDI | 3.32% |
| 20 | LSAT | 3.28% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 18.31M (11.14%) | -2.36M Decreased by -12.91% | Sep 30, 23 |
| 2 | BlackRock Inc | 16.54M (10.06%) | -1.11M Decreased by -6.74% | Sep 30, 23 |
| 3 | First Pacific Advisors, LP | 5.43M (3.30%) | -83.35K Decreased by -1.54% | Sep 30, 23 |
| 4 | State Street Corporation | 5.27M (3.21%) | -188.44K Decreased by -3.58% | Sep 30, 23 |
| 5 | Dimensional Fund Advisors, Inc. | 4.35M (2.65%) | 43.02K Increased by +0.99% | Sep 30, 23 |
| 6 | AllianceBernstein L.P. | 3.91M (2.38%) | 249.73K Increased by +6.38% | Sep 30, 23 |
| 7 | Barrow Hanley Mewhinney & Strauss LLC | 2.95M (1.80%) | -24.07K Decreased by -0.82% | Sep 30, 23 |
| 8 | Donald Smith & Co Inc | 2.76M (1.68%) | -246.72K Decreased by -8.93% | Sep 30, 23 |
| 9 | LSV Asset Management | 2.74M (1.67%) | -866.62K Decreased by -31.63% | Sep 30, 23 |
| 10 | Geode Capital Management, LLC | 2.71M (1.65%) | -97.70K Decreased by -3.61% | Sep 30, 23 |
| 11 | Bank of New York Mellon Corp | 2.32M (1.41%) | -106.67K Decreased by -4.60% | Sep 30, 23 |
| 12 | Citadel Advisors Llc | 2.01M (1.22%) | -635.87K Decreased by -31.63% | Sep 30, 23 |
| 13 | JPMorgan Chase & Co | 1.95M (1.19%) | -92.54K Decreased by -4.74% | Sep 30, 23 |
| 14 | Allspring Global Investments Holdings, LLC | 1.83M (1.11%) | 1.68M Increased by +91.62% | Sep 30, 23 |
| 15 | Beck, Mack & Oliver LLC | 1.82M (1.11%) | -27.98K Decreased by -1.54% | Sep 30, 23 |
| 16 | Northern Trust Corp | 1.76M (1.07%) | -142.90K Decreased by -8.11% | Sep 30, 23 |
| 17 | CapTrust Financial Advisors | 1.58M (0.96%) | -1.01M Decreased by -63.80% | Sep 30, 23 |
| 18 | Millennium Management LLC | 1.50M (0.91%) | -238.68K Decreased by -15.88% | Sep 30, 23 |
| 19 | Private Management Group Inc | 1.44M (0.88%) | -7.53K Decreased by -0.52% | Sep 30, 23 |
| 20 | Miller Howard Investments Inc | 1.42M (0.87%) | -5.80K Decreased by -0.41% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 5.11M (3.11%) | -925.00 Decreased by -0.02% | Dec 29, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 4.82M (2.94%) | 5.77K Increased by +0.12% | Nov 30, 23 |
| 3 | FPA Contrarian Value | 4.70M (2.86%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 4 | FPA Crescent | 4.70M (2.86%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 5 | Vanguard Small Cap Index | 4.00M (2.44%) | 16.95K Increased by +0.42% | Nov 30, 23 |
| 6 | Vanguard Small Cap Value Index Inv | 2.78M (1.69%) | 4.56K Increased by +0.16% | Nov 30, 23 |
| 7 | Donald Smith & Co. All Eq Accounts Comp | 2.74M (1.67%) | -247.10K Decreased by -9.03% | Sep 30, 23 |
| 8 | Allspring Special Mid Cap Value Inst | 2.59M (1.58%) | 850.90K Increased by +32.84% | Nov 30, 23 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 2.56M (1.56%) | 53.85K Increased by +2.10% | Nov 30, 23 |
| 10 | Bridge Builder Large Cap Value | 1.97M (1.20%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 11 | Vanguard Equity-Income Inv | 1.91M (1.16%) | -1.32M Decreased by -69.04% | Sep 30, 23 |
| 12 | Donald Smith & Co. Md-Cap Val Eq | 1.90M (1.16%) | -250.00K Decreased by -13.14% | Sep 30, 23 |
| 13 | Vanguard Selected Value Inv | 1.90M (1.16%) | -250.00K Decreased by -13.14% | Sep 30, 23 |
| 14 | Allspring Special US Mid Cap Value Eq | 1.51M (0.92%) | 1.51M Increased by +100.00% | Sep 30, 23 |
| 15 | SPDR® S&P MIDCAP 400 ETF Trust | 1.42M (0.86%) | -12.18K Decreased by -0.86% | Nov 30, 23 |
| 16 | Strategic Advisers® Large Cap | 1.29M (0.78%) | 4.37K Increased by +0.34% | Nov 30, 23 |
| 17 | Ceredex Mid Cap Value Equity | 1.20M (0.73%) | -17.40K Decreased by -1.46% | Sep 30, 23 |
| 18 | iShares S&P Mid-Cap 400 Growth ETF | 1.09M (0.66%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | State St Russell Sm/Mid Cp® Indx NL Cl C | 1.09M (0.66%) | -30.10K Decreased by -2.77% | Dec 31, 23 |
| 20 | Virtus Ceredex Mid-Cap Value Equity I | 1.01M (0.62%) | 0.00 Increased by 0.00% | Nov 30, 23 |