| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWS | 1000.00% |
| 2 | JKJ | 1000.00% |
| 3 | IYY | 1000.00% |
| 4 | IUSV | 1000.00% |
| 5 | IWB | 1000.00% |
| 6 | ITOT | 1000.00% |
| 7 | IWD | 1000.00% |
| 8 | ISCV | 1000.00% |
| 9 | ISCG | 1000.00% |
| 10 | ISCB | 1000.00% |
| 11 | IWV | 1000.00% |
| 12 | JKK | 1000.00% |
| 13 | IWR | 1000.00% |
| 14 | SUPL | 2.89% |
| 15 | GLRY | 2.82% |
| 16 | XTN | 2.42% |
| 17 | FTXR | 1.45% |
| 18 | TPOR | 1.09% |
| 19 | FXR | 0.97% |
| 20 | XMVM | 0.83% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 16.55M (10.60%) | -236.53K Decreased by -1.43% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 14.96M (9.58%) | 54.13K Increased by +0.36% | Sep 30, 23 |
| 3 | Wellington Management Company LLP | 13.58M (8.70%) | 1.79M Increased by +13.21% | Sep 30, 23 |
| 4 | FMR Inc | 9.90M (6.34%) | -1.09M Decreased by -11.05% | Sep 30, 23 |
| 5 | State Street Corporation | 5.62M (3.60%) | -16.16K Decreased by -0.29% | Sep 30, 23 |
| 6 | Morgan Stanley - Brokerage Accounts | 4.97M (3.18%) | -106.44K Decreased by -2.14% | Sep 30, 23 |
| 7 | Dimensional Fund Advisors, Inc. | 4.28M (2.74%) | 16.02K Increased by +0.37% | Sep 30, 23 |
| 8 | Allspring Global Investments Holdings, LLC | 2.89M (1.85%) | 347.23K Increased by +12.00% | Sep 30, 23 |
| 9 | Massachusetts Financial Services Company | 2.80M (1.79%) | -351.63K Decreased by -12.57% | Sep 30, 23 |
| 10 | Ensign Peak Advisors Inc | 2.77M (1.77%) | -169.07K Decreased by -6.11% | Sep 30, 23 |
| 11 | JPMorgan Chase & Co | 2.72M (1.75%) | 132.21K Increased by +4.85% | Sep 30, 23 |
| 12 | Geode Capital Management, LLC | 2.46M (1.57%) | 61.98K Increased by +2.52% | Sep 30, 23 |
| 13 | AllianceBernstein L.P. | 2.43M (1.56%) | -581.04K Decreased by -23.88% | Sep 30, 23 |
| 14 | Anomaly Capital Management, LP | 2.23M (1.43%) | -277.13K Decreased by -12.44% | Sep 30, 23 |
| 15 | Ceredex Value Advisors LLC | 1.82M (1.17%) | 161.65K Increased by +8.87% | Sep 30, 23 |
| 16 | Bank of New York Mellon Corp | 1.78M (1.14%) | 103.70K Increased by +5.82% | Sep 30, 23 |
| 17 | Steadfast Capital Management LLC | 1.52M (0.97%) | 819.31K Increased by +53.94% | Sep 30, 23 |
| 18 | Northern Trust Corp | 1.38M (0.89%) | 24.87K Increased by +1.80% | Sep 30, 23 |
| 19 | Frontier Capital Management CO Inc | 1.34M (0.86%) | -435.17K Decreased by -32.59% | Sep 30, 23 |
| 20 | Nordea Investment Mgmt Bank Demark A/s | 1.25M (0.80%) | 54.08K Increased by +4.32% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 4.90M (3.14%) | -886.00 Decreased by -0.02% | Dec 29, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 4.81M (3.08%) | 6.07K Increased by +0.13% | Nov 30, 23 |
| 3 | Vanguard Windsor Investor Shares | 4.05M (2.59%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 4 | Vanguard Small Cap Index | 3.97M (2.54%) | 16.20K Increased by +0.41% | Nov 30, 23 |
| 5 | Vanguard Small Cap Value Index Inv | 2.76M (1.77%) | 7.61K Increased by +0.28% | Nov 30, 23 |
| 6 | Allspring Special Mid Cap Value Inst | 2.55M (1.63%) | 119.00K Increased by +4.67% | Nov 30, 23 |
| 7 | Allspring Special US Mid Cap Value Eq | 2.43M (1.56%) | 289.10K Increased by +11.91% | Sep 30, 23 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 2.34M (1.50%) | 37.90K Increased by +1.62% | Nov 30, 23 |
| 9 | Fidelity® Series Stk Selec Lg Cp Val | 1.55M (0.99%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | DFA US Targeted Value I | 1.37M (0.88%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 11 | MFS Mid Cap Value Equity | 1.30M (0.83%) | -269.79K Decreased by -20.72% | Sep 30, 23 |
| 12 | MFS Mid Cap Value A | 1.30M (0.83%) | -2.54K Decreased by -0.20% | Nov 30, 23 |
| 13 | Fidelity® Mid-Cap Stock | 1.29M (0.83%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 14 | SPDR® S&P MIDCAP 400 ETF Trust | 1.29M (0.83%) | -11.12K Decreased by -0.86% | Nov 30, 23 |
| 15 | Hartford Capital Appreciation Y | 1.20M (0.77%) | 165.98K Increased by +13.80% | Nov 30, 23 |
| 16 | JPM US Small Cap Core-Composite | 1.08M (0.69%) | 49.53K Increased by +4.60% | Sep 30, 23 |
| 17 | Fidelity® Series Large Cap Stock | 1.08M (0.69%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | Hartford MidCap Y | 1.08M (0.69%) | -24.17K Decreased by -2.25% | Nov 30, 23 |
| 19 | JPMorgan Small Cap Equity A | 1.05M (0.68%) | -35.36K Decreased by -3.36% | Nov 30, 23 |
| 20 | Ceredex Large Cap Value Equity | 973.82K (0.62%) | 87.15K Increased by +8.95% | Sep 30, 23 |