| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWR | 1000.00% |
| 2 | JKJ | 1000.00% |
| 3 | ISCV | 1000.00% |
| 4 | ITOT | 1000.00% |
| 5 | IWB | 1000.00% |
| 6 | IWD | 1000.00% |
| 7 | IWS | 1000.00% |
| 8 | IYY | 1000.00% |
| 9 | IYC | 1000.00% |
| 10 | FOVL | 1000.00% |
| 11 | IWV | 1000.00% |
| 12 | ISCB | 1000.00% |
| 13 | FMCX | 4.22% |
| 14 | FXD | 1.41% |
| 15 | FCOM | 0.27% |
| 16 | EZM | 0.22% |
| 17 | EUSA | 0.18% |
| 18 | JVAL | 0.12% |
| 19 | PABU | 0.07% |
| 20 | FNDX | 0.05% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc | 43.21M (14.53%) | 43.21M Increased by +100.00% | Sep 30, 23 |
| 2 | Baupost Group LLC | 14.85M (4.99%) | 14.85M Increased by +100.00% | Sep 30, 23 |
| 3 | Vanguard Group Inc | 12.64M (4.25%) | 12.64M Increased by +100.00% | Sep 30, 23 |
| 4 | BlackRock Inc | 10.52M (3.54%) | 10.52M Increased by +100.00% | Sep 30, 23 |
| 5 | JPMorgan Chase & Co | 9.63M (3.24%) | 9.63M Increased by +100.00% | Sep 30, 23 |
| 6 | FPR Partners LLC | 7.17M (2.41%) | 7.17M Increased by +100.00% | Sep 30, 23 |
| 7 | Aristeia Capital, LLC | 3.99M (1.34%) | 3.99M Increased by +100.00% | Sep 30, 23 |
| 8 | D. E. Shaw & Co LP | 3.55M (1.19%) | 3.55M Increased by +100.00% | Sep 30, 23 |
| 9 | State Street Corporation | 3.53M (1.19%) | 3.53M Increased by +100.00% | Sep 30, 23 |
| 10 | Point72 Asset Management, L.P. | 3.32M (1.12%) | 3.32M Increased by +100.00% | Sep 30, 23 |
| 11 | Thompson, Siegel & Walmsley LLC | 3.07M (1.03%) | 3.07M Increased by +100.00% | Sep 30, 23 |
| 12 | Geode Capital Management, LLC | 2.47M (0.83%) | 2.47M Increased by +100.00% | Sep 30, 23 |
| 13 | Seizert Capital Partners, LLC | 2.17M (0.73%) | 228.23K Increased by +10.54% | Sep 30, 23 |
| 14 | Hudson Bay Capital Management LP | 1.93M (0.65%) | 1.93M Increased by +100.00% | Sep 30, 23 |
| 15 | Adage Capital Partners Gp LLC | 1.88M (0.63%) | 1.88M Increased by +100.00% | Sep 30, 23 |
| 16 | Arrowstreet Capital Limited Partnership | 1.84M (0.62%) | 1.84M Increased by +100.00% | Sep 30, 23 |
| 17 | Weitz Wallace R & Co | 1.79M (0.60%) | 1.79M Increased by +100.00% | Sep 30, 23 |
| 18 | Charles Schwab Investment Management Inc | 1.63M (0.55%) | 1.63M Increased by +100.00% | Sep 30, 23 |
| 19 | Citadel Advisors Llc | 1.59M (0.53%) | 1.59M Increased by +100.00% | Sep 30, 23 |
| 20 | Foxhaven Asset Management, LP | 1.51M (0.51%) | 1.51M Increased by +100.00% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 5.09M (1.71%) | 9.94K Increased by +0.20% | Nov 30, 23 |
| 2 | JPM US Mid Cap Value-MA | 4.25M (1.43%) | 4.24M Increased by +99.72% | Sep 30, 23 |
| 3 | JPMorgan Mid Cap Value L | 4.25M (1.43%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 4 | JPM US Mid Cap Value-Composite | 4.17M (1.40%) | -80.26K Decreased by -1.92% | Dec 31, 23 |
| 5 | Vanguard Small Cap Index | 2.25M (0.76%) | 19.66K Increased by +0.87% | Nov 30, 23 |
| 6 | JPM US Value Advantage-MA | 2.23M (0.75%) | 2.15M Increased by +96.64% | Sep 30, 23 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 2.21M (0.74%) | 53.49K Increased by +2.42% | Nov 30, 23 |
| 8 | JPMorgan Value Advantage L | 2.20M (0.74%) | 29.34K Increased by +1.33% | Nov 30, 23 |
| 9 | Vanguard Small Cap Value Index Inv | 1.58M (0.53%) | 12.09K Increased by +0.76% | Nov 30, 23 |
| 10 | Transamerica Mid Cap Value Opps I3 | 937.94K (0.32%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 11 | State St Russell Sm/Mid Cp® Indx NL Cl C | 923.15K (0.31%) | 51.10K Increased by +5.54% | Dec 31, 23 |
| 12 | Fidelity® Extended Market Index | 814.83K (0.27%) | 4.86K Increased by +0.60% | Nov 30, 23 |
| 13 | JPMorgan Mid Cap Equity I | 743.24K (0.25%) | 33.21K Increased by +4.47% | Nov 30, 23 |
| 14 | Weitiz Large-Cap Value | 700.00K (0.24%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 15 | Weitz Large Cap Equity-Investor Cl | 700.00K (0.24%) | 700.00K Increased by +100.00% | Sep 30, 23 |
| 16 | First Trust Cnsmr Discret AlphaDEX® ETF | 676.32K (0.23%) | 1.39K Increased by +0.21% | Dec 28, 23 |
| 17 | Vanguard Communication Services ETF | 641.82K (0.22%) | 31.69K Increased by +4.94% | Nov 30, 23 |
| 18 | Schwab US Mid-Cap ETF™ | 605.32K (0.20%) | 2.10K Increased by +0.35% | Dec 30, 23 |
| 19 | Weitz Multi Cap Equity-Investor Cl | 575.00K (0.19%) | 575.00K Increased by +100.00% | Sep 30, 23 |
| 20 | Weitz Multi-Cap Value | 575.00K (0.19%) | 0.00 Increased by 0.00% | Sep 30, 23 |