| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IUSG | 1000.00% |
| 2 | JKK | 1000.00% |
| 3 | ITOT | 1000.00% |
| 4 | JKJ | 1000.00% |
| 5 | ISCB | 1000.00% |
| 6 | IYY | 1000.00% |
| 7 | IWV | 1000.00% |
| 8 | IWS | 1000.00% |
| 9 | IWR | 1000.00% |
| 10 | ISCG | 1000.00% |
| 11 | IWD | 1000.00% |
| 12 | IWB | 1000.00% |
| 13 | IUSV | 1000.00% |
| 14 | ISCV | 1000.00% |
| 15 | XTN | 2.60% |
| 16 | NSCS | 0.94% |
| 17 | FTXR | 0.78% |
| 18 | XMVM | 0.77% |
| 19 | FXR | 0.68% |
| 20 | TPOR | 0.56% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 6.02M (10.12%) | 64.42K Increased by +1.07% | Sep 30, 23 |
| 2 | BlackRock Inc | 5.12M (8.61%) | -62.06K Decreased by -1.21% | Sep 30, 23 |
| 3 | Morgan Stanley - Brokerage Accounts | 4.21M (7.09%) | 38.66K Increased by +0.92% | Sep 30, 23 |
| 4 | Neuberger Berman Group LLC | 3.55M (5.97%) | 121.22K Increased by +3.42% | Sep 30, 23 |
| 5 | Dimensional Fund Advisors, Inc. | 2.56M (4.31%) | 78.19K Increased by +3.05% | Sep 30, 23 |
| 6 | FMR Inc | 2.10M (3.53%) | 495.54K Increased by +23.60% | Sep 30, 23 |
| 7 | King Luther Capital Management Corp | 2.08M (3.50%) | 11.53K Increased by +0.55% | Sep 30, 23 |
| 8 | ArrowMark Colorado Holdings, LLC (ArrowMark Partners) | 1.77M (2.99%) | -25.15K Decreased by -1.42% | Sep 30, 23 |
| 9 | Wellington Management Company LLP | 1.77M (2.97%) | -128.02K Decreased by -7.25% | Sep 30, 23 |
| 10 | State Street Corporation | 1.65M (2.77%) | -17.76K Decreased by -1.08% | Sep 30, 23 |
| 11 | Macquarie Group Ltd | 1.38M (2.32%) | -112.39K Decreased by -8.13% | Sep 30, 23 |
| 12 | Jennison Associates LLC | 1.37M (2.31%) | -134.11K Decreased by -9.76% | Sep 30, 23 |
| 13 | Citadel Advisors Llc | 959.91K (1.61%) | -331.52K Decreased by -34.54% | Sep 30, 23 |
| 14 | Geode Capital Management, LLC | 891.35K (1.50%) | 13.28K Increased by +1.49% | Sep 30, 23 |
| 15 | Barrow Hanley Mewhinney & Strauss LLC | 755.43K (1.27%) | -9.58K Decreased by -1.27% | Sep 30, 23 |
| 16 | Hood River Capital Management LLC | 721.44K (1.21%) | 16.62K Increased by +2.30% | Sep 30, 23 |
| 17 | Vaughan Nelson Scarbrgh & Mccullough LP | 714.34K (1.20%) | 16.68K Increased by +2.34% | Sep 30, 23 |
| 18 | Bank of America Corp | 678.55K (1.14%) | 123.13K Increased by +18.15% | Sep 30, 23 |
| 19 | Millennium Management LLC | 668.50K (1.12%) | 132.43K Increased by +19.81% | Sep 30, 23 |
| 20 | HHG PLC | 648.53K (1.09%) | 34.13K Increased by +5.26% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Eaton Vance Atlanta Capital SMID-Cap I | 2.61M (4.38%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 2 | Neuberger Berman Genesis Inv | 2.14M (3.61%) | -13.33K Decreased by -0.62% | Sep 30, 23 |
| 3 | Vanguard Explorer Inv | 1.93M (3.24%) | -66.72K Decreased by -3.46% | Sep 30, 23 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 1.88M (3.16%) | 2.26K Increased by +0.12% | Nov 30, 23 |
| 5 | iShares Core S&P Mid-Cap ETF | 1.79M (3.02%) | -325.00 Decreased by -0.02% | Dec 29, 23 |
| 6 | Vanguard Small Cap Index | 1.54M (2.59%) | 6.72K Increased by +0.44% | Nov 30, 23 |
| 7 | Vanguard Small Cap Value Index Inv | 1.07M (1.80%) | 2.18K Increased by +0.20% | Nov 30, 23 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 859.27K (1.45%) | 13.75K Increased by +1.60% | Nov 30, 23 |
| 9 | DFA US Small Cap Value I | 819.34K (1.38%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | Jennison SMid Cap Core Equity | 639.13K (1.07%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 11 | PGIM Jennison Small Company A | 639.13K (1.07%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 12 | Janus Henderson Small Cap Value L | 543.91K (0.91%) | 31.68K Increased by +5.82% | Sep 30, 23 |
| 13 | Delaware Small Cap Value A | 525.70K (0.88%) | -8.40K Decreased by -1.60% | Nov 30, 23 |
| 14 | SPDR® S&P MIDCAP 400 ETF Trust | 476.46K (0.80%) | -4.09K Decreased by -0.86% | Nov 30, 23 |
| 15 | Fidelity® Mid-Cap Stock | 441.04K (0.74%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 16 | iShares S&P Mid-Cap 400 Value ETF | 365.72K (0.62%) | -282.00 Decreased by -0.08% | Nov 30, 23 |
| 17 | Hood River Small-Cap Growth Instl | 352.33K (0.59%) | 34.06K Increased by +9.67% | Sep 30, 23 |
| 18 | American Beacon Small Cp Val R5 | 347.62K (0.58%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | State St Russell Sm/Mid Cp® Indx NL Cl C | 345.55K (0.58%) | 4.30K Increased by +1.24% | Dec 31, 23 |
| 20 | PRIMECAP Odyssey Stock | 330.60K (0.56%) | -6.50K Decreased by -1.97% | Sep 30, 23 |