| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWR | 1000.00% |
| 2 | IWS | 1000.00% |
| 3 | IWD | 1000.00% |
| 4 | IWB | 1000.00% |
| 5 | ITOT | 1000.00% |
| 6 | ISCV | 1000.00% |
| 7 | ISCB | 1000.00% |
| 8 | IWV | 1000.00% |
| 9 | IAK | 1000.00% |
| 10 | IYF | 1000.00% |
| 11 | IYY | 1000.00% |
| 12 | JKJ | 1000.00% |
| 13 | PEY | 3.06% |
| 14 | KIE | 2.05% |
| 15 | PSCF | 1.63% |
| 16 | RWJ | 1.58% |
| 17 | ALTL_old | 1.53% |
| 18 | KBWD | 1.31% |
| 19 | FXO | 1.26% |
| 20 | IJS | 0.90% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 20.59M (12.23%) | -834.42K Decreased by -4.05% | Sep 30, 23 |
| 2 | BlackRock Inc | 16.49M (9.79%) | 5.45M Increased by +33.07% | Sep 30, 23 |
| 3 | State Street Corporation | 6.04M (3.58%) | -3.11M Decreased by -51.47% | Sep 30, 23 |
| 4 | Morgan Stanley - Brokerage Accounts | 5.31M (3.15%) | 585.98K Increased by +11.03% | Sep 30, 23 |
| 5 | HSBC Holdings PLC | 4.28M (2.54%) | 4.09M Increased by +95.47% | Sep 30, 23 |
| 6 | Dodge & Cox | 4.28M (2.54%) | -58.70K Decreased by -1.37% | Sep 30, 23 |
| 7 | Apg All Pensions Group | 3.22M (1.91%) | -178.41K Decreased by -5.53% | Sep 30, 23 |
| 8 | Jacobs Levy Equity Management, Inc. | 3.16M (1.87%) | 1.10M Increased by +34.79% | Sep 30, 23 |
| 9 | Goldman Sachs Group Inc | 3.08M (1.83%) | 389.19K Increased by +12.64% | Sep 30, 23 |
| 10 | Northern Trust Corp | 2.99M (1.78%) | -119.55K Decreased by -4.00% | Sep 30, 23 |
| 11 | Amvescap Plc. | 2.89M (1.72%) | -5.63M Decreased by -194.69% | Sep 30, 23 |
| 12 | LSV Asset Management | 2.87M (1.70%) | -34.00K Decreased by -1.19% | Sep 30, 23 |
| 13 | Geode Capital Management, LLC | 2.44M (1.45%) | -960.56K Decreased by -39.30% | Sep 30, 23 |
| 14 | Dimensional Fund Advisors, Inc. | 1.96M (1.16%) | 185.83K Increased by +9.47% | Sep 30, 23 |
| 15 | Charles Schwab Investment Management Inc | 1.96M (1.16%) | 412.31K Increased by +21.03% | Sep 30, 23 |
| 16 | Principal Financial Group Inc | 1.76M (1.04%) | 792.90K Increased by +45.08% | Sep 30, 23 |
| 17 | Bank of New York Mellon Corp | 1.47M (0.87%) | 289.73K Increased by +19.72% | Sep 30, 23 |
| 18 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1.32M (0.78%) | -48.47K Decreased by -3.67% | Sep 30, 23 |
| 19 | Bank of America Corp | 1.29M (0.77%) | -60.61K Decreased by -4.70% | Sep 30, 23 |
| 20 | D. E. Shaw & Co LP | 1.18M (0.70%) | -453.23K Decreased by -38.27% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 11.28M (6.70%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 5.31M (3.15%) | 5.84K Increased by +0.11% | Nov 30, 23 |
| 3 | Vanguard Small Cap Index | 4.39M (2.61%) | 13.45K Increased by +0.31% | Nov 30, 23 |
| 4 | Vanguard Small Cap Value Index Inv | 3.05M (1.81%) | 7.58K Increased by +0.25% | Nov 30, 23 |
| 5 | Dodge & Cox Stock I | 2.78M (1.65%) | 2.77M Increased by +99.43% | Sep 30, 23 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 2.49M (1.48%) | 65.93K Increased by +2.64% | Nov 30, 23 |
| 7 | iShares S&P Small-Cap 600 Value ETF | 2.38M (1.41%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 8 | SPDR® Portfolio S&P 600 Sm Cap ETF | 1.46M (0.87%) | 6.53K Increased by +0.45% | Dec 29, 23 |
| 9 | Invesco High Yield Eq Div Achiev™ ETF | 1.43M (0.85%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 10 | Vanguard Tax-Managed Small Cap Adm | 1.19M (0.71%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 11 | SPDR® S&P 600 Small Cap Value ETF | 1.18M (0.70%) | -7.67K Decreased by -0.65% | Dec 31, 23 |
| 12 | State St Russell Sm/Mid Cp® Indx NL Cl C | 981.40K (0.58%) | 31.90K Increased by +3.25% | Dec 31, 23 |
| 13 | Fidelity® Extended Market Index | 919.75K (0.55%) | -15.47K Decreased by -1.68% | Nov 30, 23 |
| 14 | ALPS Sector Dividend Dogs ETF | 860.72K (0.51%) | 3.90K Increased by +0.45% | Nov 30, 23 |
| 15 | JNL/Goldman Sachs 4 A | 846.46K (0.50%) | 317.38K Increased by +37.50% | Sep 30, 23 |
| 16 | Invesco S&P SmallCap 600 Revenue ETF | 805.81K (0.48%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 17 | Schwab US Small-Cap ETF™ | 768.22K (0.46%) | 342.00 Increased by +0.04% | Dec 30, 23 |
| 18 | Vanguard High Dividend Yield ETF | 760.90K (0.45%) | -3.55K Decreased by -0.47% | Nov 30, 23 |
| 19 | Principal SmallCap S&P 600 Idx SP | 702.56K (0.42%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | Vanguard S&P Small-Cap 600 ETF | 685.14K (0.41%) | -6.14K Decreased by -0.90% | Nov 30, 23 |