| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ITOT | 1000.00% |
| 2 | ISCB | 1000.00% |
| 3 | IWD | 1000.00% |
| 4 | IWB | 1000.00% |
| 5 | IUSV | 1000.00% |
| 6 | IUSG | 1000.00% |
| 7 | ISCV | 1000.00% |
| 8 | ISCG | 1000.00% |
| 9 | JKK | 1000.00% |
| 10 | JKJ | 1000.00% |
| 11 | IYY | 1000.00% |
| 12 | IYR | 1000.00% |
| 13 | IWV | 1000.00% |
| 14 | IWS | 1000.00% |
| 15 | IWR | 1000.00% |
| 16 | IWP | 1000.00% |
| 17 | IWF | 1000.00% |
| 18 | GLRY | 2.60% |
| 19 | UDI | 2.47% |
| 20 | MGMT | 2.23% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 12.71M (14.65%) | -5.49K Decreased by -0.04% | Sep 30, 23 |
| 2 | BlackRock Inc | 8.05M (9.28%) | 32.49K Increased by +0.40% | Sep 30, 23 |
| 3 | FMR Inc | 6.44M (7.42%) | -100.96K Decreased by -1.57% | Sep 30, 23 |
| 4 | HHG PLC | 4.63M (5.33%) | 221.19K Increased by +4.78% | Sep 30, 23 |
| 5 | Victory Capital Management Inc. | 4.25M (4.90%) | -61.75K Decreased by -1.45% | Sep 30, 23 |
| 6 | State Street Corporation | 2.47M (2.85%) | 21.93K Increased by +0.89% | Sep 30, 23 |
| 7 | Boston Partners Global Investors, Inc | 2.23M (2.57%) | 5.44K Increased by +0.24% | Sep 30, 23 |
| 8 | Capital World Investors | 2.00M (2.31%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 9 | Davenport & Company LLC | 1.89M (2.18%) | 9.86K Increased by +0.52% | Sep 30, 23 |
| 10 | Amvescap Plc. | 1.69M (1.95%) | 512.18K Increased by +30.24% | Sep 30, 23 |
| 11 | Select Equity Group LP | 1.59M (1.84%) | 151.45K Increased by +9.51% | Sep 30, 23 |
| 12 | Geode Capital Management, LLC | 1.57M (1.81%) | 33.47K Increased by +2.13% | Sep 30, 23 |
| 13 | JPMorgan Chase & Co | 1.44M (1.66%) | 39.29K Increased by +2.73% | Sep 30, 23 |
| 14 | Bank of New York Mellon Corp | 1.36M (1.57%) | -16.58K Decreased by -1.22% | Sep 30, 23 |
| 15 | Hamlin Capital Management, LLC | 1.35M (1.56%) | -8.89K Decreased by -0.66% | Dec 31, 23 |
| 16 | Morgan Stanley - Brokerage Accounts | 1.28M (1.48%) | -259.45K Decreased by -20.20% | Sep 30, 23 |
| 17 | Dimensional Fund Advisors, Inc. | 1.26M (1.45%) | 8.35K Increased by +0.67% | Sep 30, 23 |
| 18 | Northern Trust Corp | 1.04M (1.20%) | -63.09K Decreased by -6.07% | Sep 30, 23 |
| 19 | Ameriprise Financial Inc | 1.03M (1.19%) | -102.70K Decreased by -9.97% | Sep 30, 23 |
| 20 | Wells Fargo & Co | 1.02M (1.18%) | -40.60K Decreased by -3.96% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Real Estate Index Investor | 3.55M (4.09%) | -55.48K Decreased by -1.56% | Nov 30, 23 |
| 2 | Victory Sycamore Established Value R | 3.02M (3.47%) | -30.00K Decreased by -1.00% | Sep 30, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 2.75M (3.17%) | 3.16K Increased by +0.12% | Nov 30, 23 |
| 4 | iShares Core S&P Mid-Cap ETF | 2.66M (3.06%) | -481.00 Decreased by -0.02% | Dec 29, 23 |
| 5 | Janus Henderson Enterprise D | 2.54M (2.93%) | 156.29K Increased by +6.14% | Sep 30, 23 |
| 6 | Janus Inst Mid Cap Growth CF | 2.54M (2.93%) | 156.29K Increased by +6.14% | Sep 30, 23 |
| 7 | Vanguard Small Cap Index | 2.27M (2.61%) | 9.03K Increased by +0.40% | Nov 30, 23 |
| 8 | American Funds Income Fund of Amer A | 2.00M (2.31%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 9 | JHancock Disciplined Value Mid Cap I | 1.92M (2.22%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 1.27M (1.47%) | 24.54K Increased by +1.93% | Nov 30, 23 |
| 11 | Fidelity US REIT Mother Fund | 1.17M (1.35%) | 74.00K Increased by +6.31% | Sep 15, 23 |
| 12 | Hamlin Equity Income Strategy | 790.14K (0.91%) | 5.52K Increased by +0.70% | Sep 30, 23 |
| 13 | Vanguard Small Cap Value Index Inv | 787.59K (0.91%) | 1.88K Increased by +0.24% | Nov 30, 23 |
| 14 | Zacks Dividend Strategy | 763.60K (0.88%) | -82.27K Decreased by -10.77% | Dec 31, 23 |
| 15 | Fidelity Equity-Income | 712.66K (0.82%) | 9.30K Increased by +1.30% | Nov 30, 23 |
| 16 | SPDR® S&P MIDCAP 400 ETF Trust | 700.99K (0.81%) | -6.04K Decreased by -0.86% | Nov 30, 23 |
| 17 | Vanguard Small Cap Growth Index Inv | 634.19K (0.73%) | 3.19K Increased by +0.50% | Nov 30, 23 |
| 18 | VIP Mid Cap Initial | 633.38K (0.73%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | AMOne Shinko US-REIT Open | 613.84K (0.71%) | 175.82K Increased by +28.64% | Sep 5, 23 |
| 20 | JPM US Value Advantage-MA | 601.10K (0.69%) | 580.85K Increased by +96.63% | Sep 30, 23 |