| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ITOT | 1000.00% |
| 2 | JKK | 1000.00% |
| 3 | JKJ | 1000.00% |
| 4 | IYY | 1000.00% |
| 5 | IYR | 1000.00% |
| 6 | IWV | 1000.00% |
| 7 | IWS | 1000.00% |
| 8 | IWR | 1000.00% |
| 9 | IWP | 1000.00% |
| 10 | IWF | 1000.00% |
| 11 | IWD | 1000.00% |
| 12 | IWB | 1000.00% |
| 13 | ISCB | 1000.00% |
| 14 | ISCG | 1000.00% |
| 15 | ISCV | 1000.00% |
| 16 | IUSV | 1000.00% |
| 17 | RFV | 1.62% |
| 18 | SAEF | 1.55% |
| 19 | RWK | 0.96% |
| 20 | CNTR | 0.86% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 6.93M (14.69%) | 7.73K Increased by +0.11% | Sep 30, 23 |
| 2 | BlackRock Inc | 4.36M (9.25%) | 20.46K Increased by +0.47% | Sep 30, 23 |
| 3 | FMR Inc | 4.29M (9.09%) | -7.44K Decreased by -0.17% | Sep 30, 23 |
| 4 | Generation Investment Management LLP | 4.28M (9.09%) | -38.02K Decreased by -0.89% | Sep 30, 23 |
| 5 | Cohen & Steers Inc | 2.26M (4.80%) | -932.96K Decreased by -41.27% | Sep 30, 23 |
| 6 | Morgan Stanley - Brokerage Accounts | 1.67M (3.55%) | 35.00K Increased by +2.09% | Sep 30, 23 |
| 7 | Ariel Investments, LLC | 1.57M (3.34%) | 53.88K Increased by +3.42% | Sep 30, 23 |
| 8 | State Street Corporation | 1.36M (2.88%) | 7.68K Increased by +0.57% | Sep 30, 23 |
| 9 | Dimensional Fund Advisors, Inc. | 1.28M (2.72%) | 51.30K Increased by +3.99% | Sep 30, 23 |
| 10 | Vulcan Value Partners, LLC | 1.14M (2.41%) | -347.77K Decreased by -30.63% | Sep 30, 23 |
| 11 | EdgePoint Investment Group, Inc. | 998.92K (2.12%) | 209.20K Increased by +20.94% | Sep 30, 23 |
| 12 | Massachusetts Financial Services Company | 818.15K (1.74%) | 66.01K Increased by +8.07% | Sep 30, 23 |
| 13 | Geode Capital Management, LLC | 804.26K (1.71%) | 6.00K Increased by +0.75% | Sep 30, 23 |
| 14 | Southpoint Capital Advisors LP | 800.00K (1.70%) | -100.00K Decreased by -12.50% | Sep 30, 23 |
| 15 | Maverick Capital Ltd | 662.92K (1.41%) | -15.90K Decreased by -2.40% | Sep 30, 23 |
| 16 | AllianceBernstein L.P. | 610.75K (1.30%) | 534.93K Increased by +87.59% | Sep 30, 23 |
| 17 | BTIM Corp | 590.13K (1.25%) | 14.49K Increased by +2.46% | Sep 30, 23 |
| 18 | Long Pond Capital, LP | 455.79K (0.97%) | -48.10K Decreased by -10.55% | Sep 30, 23 |
| 19 | Northern Trust Corp | 452.86K (0.96%) | -14.24K Decreased by -3.15% | Sep 30, 23 |
| 20 | Bank of New York Mellon Corp | 431.59K (0.92%) | -14.45K Decreased by -3.35% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Real Estate Index Investor | 1.93M (4.10%) | -34.70K Decreased by -1.80% | Nov 30, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.50M (3.18%) | 1.92K Increased by +0.13% | Nov 30, 23 |
| 3 | iShares Core S&P Mid-Cap ETF | 1.44M (3.06%) | -261.00 Decreased by -0.02% | Dec 29, 23 |
| 4 | Vanguard Small Cap Index | 1.24M (2.62%) | 5.26K Increased by +0.43% | Nov 30, 23 |
| 5 | Eaton Vance Atlanta Capital SMID-Cap I | 1.11M (2.35%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 6 | Vanguard Small Cap Value Index Inv | 857.71K (1.82%) | 1.57K Increased by +0.18% | Nov 30, 23 |
| 7 | Fidelity® Low-Priced Stock | 732.77K (1.55%) | 36.00K Increased by +4.91% | Oct 31, 23 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 692.00K (1.47%) | 13.73K Increased by +1.98% | Nov 30, 23 |
| 9 | Vulcan Value Partners Large Cap Value | 598.80K (1.27%) | -33.01K Decreased by -5.51% | Dec 31, 23 |
| 10 | EdgePoint Global | 580.05K (1.23%) | 115.46K Increased by +19.90% | Sep 30, 23 |
| 11 | Ariel Fund Investor | 579.43K (1.23%) | -29.76K Decreased by -5.14% | Dec 31, 23 |
| 12 | Cohen & Steers Real Estate Securities A | 542.46K (1.15%) | -193.31K Decreased by -35.64% | Sep 30, 23 |
| 13 | Fidelity® Small Cap Value | 525.00K (1.11%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 14 | MFS Mid Cap Value Equity | 472.84K (1.00%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 15 | MFS Mid Cap Value A | 471.92K (1.00%) | -923.00 Decreased by -0.20% | Nov 30, 23 |
| 16 | Cohen & Steers Instl Realty Shares | 461.92K (0.98%) | -202.45K Decreased by -43.83% | Sep 30, 23 |