| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ITOT | 1000.00% |
| 2 | ISCB | 1000.00% |
| 3 | IUSV | 1000.00% |
| 4 | IUSG | 1000.00% |
| 5 | ISCG | 1000.00% |
| 6 | JKK | 1000.00% |
| 7 | JKJ | 1000.00% |
| 8 | IYY | 1000.00% |
| 9 | IYW | 1000.00% |
| 10 | IWV | 1000.00% |
| 11 | IWS | 1000.00% |
| 12 | IWR | 1000.00% |
| 13 | IWP | 1000.00% |
| 14 | IWF | 1000.00% |
| 15 | IWD | 1000.00% |
| 16 | IWB | 1000.00% |
| 17 | ROKT | 2.68% |
| 18 | PRN | 1.78% |
| 19 | FSST | 1.72% |
| 20 | FITE | 1.34% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | FMR Inc | 20.13M (15.06%) | 157.58K Increased by +0.78% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 12.99M (9.72%) | -90.07K Decreased by -0.69% | Sep 30, 23 |
| 3 | BlackRock Inc | 12.92M (9.67%) | 286.39K Increased by +2.22% | Sep 30, 23 |
| 4 | Amvescap Plc. | 6.72M (5.03%) | -36.44K Decreased by -0.54% | Sep 30, 23 |
| 5 | Massachusetts Financial Services Company | 6.04M (4.52%) | -337.20K Decreased by -5.58% | Sep 30, 23 |
| 6 | Frontier Capital Management CO Inc | 3.91M (2.92%) | -346.99K Decreased by -8.88% | Sep 30, 23 |
| 7 | State Street Corporation | 3.77M (2.82%) | 13.66K Increased by +0.36% | Sep 30, 23 |
| 8 | Snyder Capital Management LP | 2.97M (2.22%) | -13.25K Decreased by -0.45% | Sep 30, 23 |
| 9 | Franklin Resources Inc | 2.75M (2.06%) | -183.32K Decreased by -6.66% | Sep 30, 23 |
| 10 | Macquarie Group Ltd | 2.72M (2.04%) | -262.15K Decreased by -9.63% | Sep 30, 23 |
| 11 | JPMorgan Chase & Co | 2.15M (1.61%) | -38.18K Decreased by -1.78% | Sep 30, 23 |
| 12 | Permian Investment Partners | 2.11M (1.58%) | 620.50K Increased by +29.46% | Sep 30, 23 |
| 13 | Geode Capital Management, LLC | 2.03M (1.52%) | 37.56K Increased by +1.85% | Sep 30, 23 |
| 14 | Neuberger Berman Group LLC | 1.99M (1.49%) | 56.68K Increased by +2.85% | Sep 30, 23 |
| 15 | TOMS Capital Investment Management LP | 1.97M (1.47%) | -198.48K Decreased by -10.08% | Sep 30, 23 |
| 16 | Bank of New York Mellon Corp | 1.85M (1.38%) | -137.00K Decreased by -7.40% | Sep 30, 23 |
| 17 | Sumitomo Mitsui Trust Holdings Inc | 1.80M (1.35%) | 56.43K Increased by +3.14% | Sep 30, 23 |
| 18 | Dimensional Fund Advisors, Inc. | 1.70M (1.27%) | -92.21K Decreased by -5.43% | Sep 30, 23 |
| 19 | Loomis, Sayles & Company LP | 1.58M (1.18%) | -307.96K Decreased by -19.52% | Sep 30, 23 |
| 20 | Viking Global Investors LP | 1.56M (1.16%) | 352.00K Increased by +22.63% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 4.21M (3.15%) | 5.00K Increased by +0.12% | Nov 30, 23 |
| 2 | iShares Core S&P Mid-Cap ETF | 4.10M (3.07%) | -742.00 Decreased by -0.02% | Dec 29, 23 |
| 3 | Vanguard Small Cap Index | 3.49M (2.61%) | 13.38K Increased by +0.38% | Nov 30, 23 |
| 4 | MFS Mid Cap Value Equity | 3.11M (2.33%) | -240.13K Decreased by -7.72% | Sep 30, 23 |
| 5 | MFS Mid Cap Value A | 2.67M (2.00%) | -440.81K Decreased by -16.52% | Nov 30, 23 |
| 6 | Vanguard Small Cap Value Index Inv | 2.43M (1.82%) | 4.81K Increased by +0.20% | Nov 30, 23 |
| 7 | Fidelity® Low-Priced Stock | 2.29M (1.72%) | -2.39K Decreased by -0.10% | Oct 31, 23 |
| 8 | Franklin Mutual Shares Z | 2.10M (1.57%) | 247.89K Increased by +11.79% | Nov 30, 23 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 1.95M (1.46%) | 37.85K Increased by +1.94% | Nov 30, 23 |
| 10 | VIP Growth Initial | 1.46M (1.10%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 11 | VIP Mid Cap Initial | 1.36M (1.02%) | -61.80K Decreased by -4.54% | Nov 30, 23 |
| 12 | Fidelity® Capital Appreciation | 1.35M (1.01%) | -21.50K Decreased by -1.59% | Nov 30, 23 |
| 13 | Invesco Value Opportunities A | 1.33M (1.00%) | 24.50K Increased by +1.84% | Nov 30, 23 |
| 14 | Fidelity Advisor® Equity Growth I | 1.28M (0.96%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | Fidelity® Small Cap Value | 1.16M (0.87%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 16 | SPDR® S&P MIDCAP 400 ETF Trust | 1.08M (0.81%) | -9.29K Decreased by -0.86% | Nov 30, 23 |
| 17 | Delaware Small Cap Value A | 1.06M (0.79%) | -16.80K Decreased by -1.59% | Nov 30, 23 |
| 18 | Fidelity® Focused Stock | 1.01M (0.75%) | 23.00K Increased by +2.28% | Nov 30, 23 |
| 19 | Invesco Small Cap Value A | 951.30K (0.71%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | Fidelity® Small Cap Growth | 933.42K (0.70%) | 0.00 Increased by 0.00% | Sep 30, 23 |