| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWM | 1000.00% |
| 2 | IUSG | 1000.00% |
| 3 | JKK | 1000.00% |
| 4 | JKJ | 1000.00% |
| 5 | IUSV | 1000.00% |
| 6 | IYY | 1000.00% |
| 7 | IWV | 1000.00% |
| 8 | IWO | 1000.00% |
| 9 | ISCB | 1000.00% |
| 10 | ISCG | 1000.00% |
| 11 | ITOT | 1000.00% |
| 12 | LBAY | 3.02% |
| 13 | SMIG | 2.19% |
| 14 | VSDA | 1.92% |
| 15 | QLV | 0.73% |
| 16 | XMMO | 0.67% |
| 17 | FVL | 0.56% |
| 18 | XMHQ | 0.54% |
| 19 | HSMV | 0.53% |
| 20 | BTAL | 0.49% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.41M (12.31%) | -10.54K Decreased by -0.44% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 2.08M (10.61%) | -24.95K Decreased by -1.20% | Sep 30, 23 |
| 3 | William Blair Investment Management, LLC | 1.31M (6.67%) | 145.56K Increased by +11.13% | Sep 30, 23 |
| 4 | State Street Corporation | 1.09M (5.55%) | -331.20K Decreased by -30.43% | Sep 30, 23 |
| 5 | Champlain Investment Partners, LLC | 651.33K (3.32%) | 1.24K Increased by +0.19% | Sep 30, 23 |
| 6 | Diamond Hill Capital Management Inc | 596.32K (3.04%) | 56.79K Increased by +9.52% | Sep 30, 23 |
| 7 | Dimensional Fund Advisors, Inc. | 492.93K (2.51%) | 1.86K Increased by +0.38% | Sep 30, 23 |
| 8 | Silvercrest Asset Management Group LLC | 466.46K (2.38%) | -86.32K Decreased by -18.51% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 465.98K (2.38%) | 19.87K Increased by +4.26% | Sep 30, 23 |
| 10 | First Trust Advisors L.P. | 418.90K (2.14%) | -1.39K Decreased by -0.33% | Sep 30, 23 |
| 11 | London Company of Virginia | 396.83K (2.02%) | -11.43K Decreased by -2.88% | Sep 30, 23 |
| 12 | Victory Capital Management Inc. | 328.63K (1.68%) | 103.55K Increased by +31.51% | Sep 30, 23 |
| 13 | Morgan Stanley - Brokerage Accounts | 322.64K (1.65%) | 31.77K Increased by +9.85% | Sep 30, 23 |
| 14 | Renaissance Technologies Corp | 319.26K (1.63%) | -5.50K Decreased by -1.72% | Sep 30, 23 |
| 15 | Northern Trust Corp | 288.79K (1.47%) | -1.24K Decreased by -0.43% | Sep 30, 23 |
| 16 | GW&K Investment Management, LLC | 278.71K (1.42%) | -10.79K Decreased by -3.87% | Sep 30, 23 |
| 17 | Charles Schwab Investment Management Inc | 267.53K (1.36%) | 6.11K Increased by +2.29% | Sep 30, 23 |
| 18 | Bank of New York Mellon Corp | 262.23K (1.34%) | -6.65K Decreased by -2.54% | Sep 30, 23 |
| 19 | ProShare Advisors LLC | 231.32K (1.18%) | 30.16K Increased by +13.04% | Sep 30, 23 |
| 20 | BTIM Corp | 206.67K (1.05%) | 11.38K Increased by +5.50% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 618.02K (3.15%) | -112.00 Decreased by -0.02% | Dec 29, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 608.26K (3.10%) | 991.00 Increased by +0.16% | Nov 30, 23 |
| 3 | iShares Russell 2000 ETF | 521.01K (2.66%) | 3.31K Increased by +0.64% | Dec 29, 23 |
| 4 | Vanguard Small Cap Index | 498.67K (2.54%) | 1.52K Increased by +0.30% | Nov 30, 23 |
| 5 | Champlain Small Company Fund, LLC | 487.83K (2.49%) | -10.73K Decreased by -2.20% | Nov 30, 23 |
| 6 | First Trust Value Line® Dividend ETF | 405.53K (2.07%) | 27.02K Increased by +6.66% | Dec 28, 23 |
| 7 | Diamond Hill Small-Mid Cap Equity | 314.21K (1.60%) | -11.80K Decreased by -3.76% | Nov 30, 23 |
| 8 | SPDR® S&P Dividend ETF | 291.01K (1.48%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 289.18K (1.47%) | 3.89K Increased by +1.34% | Nov 30, 23 |
| 10 | Vanguard Small Cap Growth Index Inv | 279.30K (1.42%) | 1.43K Increased by +0.51% | Nov 30, 23 |
| 11 | Champlain Small Company Adv | 270.00K (1.38%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 12 | William Blair Small-Mid Cap Growth CIT | 246.30K (1.26%) | -2.31K Decreased by -0.94% | Nov 30, 23 |
| 13 | William Blair Small-Mid Cap Growth I | 227.43K (1.16%) | -5.70K Decreased by -2.51% | Nov 30, 23 |
| 14 | Diamond Hill Small-Mid Cap I | 219.21K (1.12%) | -10.63K Decreased by -4.85% | Nov 30, 23 |
| 15 | Victory Small Cap Value CIT (Net 75) | 215.00K (1.10%) | 70.00K Increased by +32.56% | Sep 30, 23 |
| 16 | Victory Sycamore Small Company Opp R | 215.00K (1.10%) | 70.00K Increased by +32.56% | Sep 30, 23 |
| 17 | Fidelity® Small Cap Index | 188.47K (0.96%) | 5.17K Increased by +2.74% | Oct 31, 23 |
| 18 | ProShares S&P MidCap 400 Dividend Arst | 179.00K (0.91%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 19 | iShares Russell 2000 Growth ETF | 173.25K (0.88%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 20 | SPDR® S&P MIDCAP 400 ETF Trust | 163.09K (0.83%) | -1.41K Decreased by -0.86% | Nov 30, 23 |