| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ITOT | 1000.00% |
| 2 | JKK | 1000.00% |
| 3 | JKJ | 1000.00% |
| 4 | IYY | 1000.00% |
| 5 | IYC | 1000.00% |
| 6 | IWV | 1000.00% |
| 7 | IWR | 1000.00% |
| 8 | IWP | 1000.00% |
| 9 | IWF | 1000.00% |
| 10 | IWB | 1000.00% |
| 11 | ISCB | 1000.00% |
| 12 | ISCG | 1000.00% |
| 13 | IUSG | 1000.00% |
| 14 | VICE | 3.98% |
| 15 | BJK | 2.66% |
| 16 | PEJ | 2.47% |
| 17 | BETZ | 2.46% |
| 18 | BNGE | 1.22% |
| 19 | FXD | 1.10% |
| 20 | SMDY | 0.73% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 10.40M (14.53%) | 23.99K Increased by +0.23% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 9.15M (12.78%) | 46.75K Increased by +0.51% | Sep 30, 23 |
| 3 | Fine Capital Partners LP | 8.81M (12.31%) | -145.36K Decreased by -1.65% | Sep 30, 23 |
| 4 | Capital Research Global Investors | 3.39M (4.74%) | 186.19K Increased by +5.49% | Sep 30, 23 |
| 5 | Morgan Stanley - Brokerage Accounts | 3.25M (4.54%) | 14.38K Increased by +0.44% | Sep 30, 23 |
| 6 | State Street Corporation | 3.04M (4.25%) | 21.15K Increased by +0.69% | Sep 30, 23 |
| 7 | Harvard Management Co Inc | 2.68M (3.74%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 8 | FMR Inc | 2.13M (2.97%) | -359.61K Decreased by -16.89% | Sep 30, 23 |
| 9 | Natixis SA | 2.10M (2.93%) | 935.00K Increased by +44.63% | Sep 30, 23 |
| 10 | Caledonia (Private) Investments Pty Ltd | 2.05M (2.86%) | -2.25M Decreased by -109.90% | Sep 30, 23 |
| 11 | Geode Capital Management, LLC | 1.97M (2.74%) | 70.68K Increased by +3.60% | Sep 30, 23 |
| 12 | Stone House Capital Management, LLC | 1.65M (2.30%) | -200.00K Decreased by -12.12% | Sep 30, 23 |
| 13 | Board of Ttees Leland Stanford Jr Univ | 1.42M (1.98%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 14 | Burgundy Asset Management Ltd | 1.25M (1.75%) | -21.36K Decreased by -1.71% | Sep 30, 23 |
| 15 | Charles Schwab Investment Management Inc | 1.25M (1.75%) | 231.63K Increased by +18.51% | Sep 30, 23 |
| 16 | Northern Trust Corp | 1.12M (1.57%) | -21.55K Decreased by -1.92% | Sep 30, 23 |
| 17 | ING Groep NV | 930.00K (1.30%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 18 | Bank of New York Mellon Corp | 911.75K (1.27%) | -24.66K Decreased by -2.71% | Sep 30, 23 |
| 19 | Dimensional Fund Advisors, Inc. | 820.51K (1.15%) | -36.38K Decreased by -4.43% | Sep 30, 23 |
| 20 | Victory Capital Management Inc. | 699.31K (0.98%) | -76.06K Decreased by -10.88% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | American Funds SMALLCAP World A | 2.90M (4.06%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 2.87M (4.00%) | 3.67K Increased by +0.13% | Nov 30, 23 |
| 3 | iShares Core S&P Mid-Cap ETF | 2.73M (3.82%) | -495.00 Decreased by -0.02% | Dec 29, 23 |
| 4 | iShares Russell 2000 ETF | 2.44M (3.41%) | 15.52K Increased by +0.64% | Dec 29, 23 |
| 5 | Vanguard Small Cap Index | 2.37M (3.31%) | 10.01K Increased by +0.42% | Nov 30, 23 |
| 6 | Vanguard Small Cap Value Index Inv | 1.64M (2.30%) | 4.80K Increased by +0.29% | Nov 30, 23 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 1.31M (1.83%) | 25.42K Increased by +1.95% | Nov 30, 23 |
| 8 | Fidelity® Small Cap Index | 879.30K (1.23%) | 24.19K Increased by +2.75% | Oct 31, 23 |
| 9 | SPDR® S&P MIDCAP 400 ETF Trust | 729.64K (1.02%) | -6.28K Decreased by -0.86% | Nov 30, 23 |
| 10 | Fidelity® Small Cap Value | 658.62K (0.92%) | -476.58K Decreased by -72.36% | Sep 30, 23 |
| 11 | iShares S&P Mid-Cap 400 Growth ETF | 595.14K (0.83%) | -1.02K Decreased by -0.17% | Dec 29, 23 |
| 12 | VIP Mid Cap Initial | 534.30K (0.75%) | 50.50K Increased by +9.45% | Nov 30, 23 |
| 13 | State St Russell Sm/Mid Cp® Indx NL Cl C | 524.94K (0.73%) | -6.20K Decreased by -1.18% | Dec 31, 23 |
| 14 | Fidelity® Extended Market Index | 490.50K (0.69%) | 5.89K Increased by +1.20% | Nov 30, 23 |
| 15 | iShares Russell 2000 Value ETF | 463.43K (0.65%) | 861.00 Increased by +0.19% | Dec 29, 23 |
| 16 | State St S&P Midcap® Indx SL Cl II | 429.97K (0.60%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 17 | Invesco S&P MidCap Quality ETF | 418.80K (0.58%) | 3.59K Increased by +0.86% | Nov 30, 23 |
| 18 | Schwab US Small-Cap ETF™ | 408.32K (0.57%) | 180.00 Increased by +0.04% | Dec 30, 23 |
| 19 | iShares Russell 2000 Growth ETF | 380.31K (0.53%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 20 | State St Russell Sm Cap® Indx SL Cl I | 334.62K (0.47%) | 0.00 Increased by 0.00% | Dec 31, 23 |