| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ISCV | 1000.00% |
| 2 | JKJ | 1000.00% |
| 3 | IYY | 1000.00% |
| 4 | IYR | 1000.00% |
| 5 | IYF | 1000.00% |
| 6 | IWV | 1000.00% |
| 7 | IWS | 1000.00% |
| 8 | IWR | 1000.00% |
| 9 | IWD | 1000.00% |
| 10 | IWB | 1000.00% |
| 11 | IUSV | 1000.00% |
| 12 | ITOT | 1000.00% |
| 13 | ISCB | 1000.00% |
| 14 | MORT | 13.63% |
| 15 | MVRL | 13.03% |
| 16 | KBWD | 3.18% |
| 17 | KVLE | 1.61% |
| 18 | RIET | 1.49% |
| 19 | HDLB | 1.43% |
| 20 | REK | 1.08% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 56.62M (11.36%) | 472.38K Increased by +0.83% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 47.68M (9.57%) | -80.60K Decreased by -0.17% | Sep 30, 23 |
| 3 | Allspring Global Investments Holdings, LLC | 16.87M (3.38%) | 328.78K Increased by +1.95% | Sep 30, 23 |
| 4 | State Street Corporation | 16.52M (3.31%) | 91.09K Increased by +0.55% | Sep 30, 23 |
| 5 | Geode Capital Management, LLC | 8.77M (1.76%) | 310.52K Increased by +3.54% | Sep 30, 23 |
| 6 | Northern Trust Corp | 4.48M (0.90%) | -77.87K Decreased by -1.74% | Sep 30, 23 |
| 7 | Bank of New York Mellon Corp | 4.29M (0.86%) | -166.93K Decreased by -3.89% | Sep 30, 23 |
| 8 | Legal & General Group PLC | 3.40M (0.68%) | -210.97K Decreased by -6.21% | Sep 30, 23 |
| 9 | Morgan Stanley - Brokerage Accounts | 3.38M (0.68%) | 763.90K Increased by +22.61% | Sep 30, 23 |
| 10 | LSV Asset Management | 3.24M (0.65%) | -37.61K Decreased by -1.16% | Sep 30, 23 |
| 11 | Charles Schwab Investment Management Inc | 3.02M (0.61%) | 64.85K Increased by +2.15% | Sep 30, 23 |
| 12 | UBS Asset Mgmt Americas Inc | 2.98M (0.60%) | -11.24K Decreased by -0.38% | Sep 30, 23 |
| 13 | JPMorgan Chase & Co | 2.42M (0.49%) | -142.34K Decreased by -5.88% | Sep 30, 23 |
| 14 | Balyasny Asset Management LLC | 2.36M (0.47%) | -83.72K Decreased by -3.55% | Sep 30, 23 |
| 15 | Amvescap Plc. | 2.14M (0.43%) | 269.76K Increased by +12.58% | Sep 30, 23 |
| 16 | Principal Financial Group Inc | 1.82M (0.37%) | -32.54K Decreased by -1.79% | Sep 30, 23 |
| 17 | Comerica Bank | 1.74M (0.35%) | 1.51M Increased by +87.15% | Jun 30, 23 |
| 18 | Swiss National Bank | 1.59M (0.32%) | -194.70K Decreased by -12.26% | Sep 30, 23 |
| 19 | Schonfeld Strategic Advisors LLC | 1.44M (0.29%) | 449.88K Increased by +31.29% | Sep 30, 23 |
| 20 | Rhumbline Advisers | 1.43M (0.29%) | -16.39K Decreased by -1.14% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 15.47M (3.10%) | 21.21K Increased by +0.14% | Nov 30, 23 |
| 2 | iShares Core S&P Mid-Cap ETF | 15.18M (3.04%) | -2.75K Decreased by -0.02% | Dec 29, 23 |
| 3 | Allspring Special Mid Cap Value Inst | 14.09M (2.83%) | 223.80K Increased by +1.59% | Nov 30, 23 |
| 4 | Allspring Special US Mid Cap Value Eq | 13.86M (2.78%) | 226.00K Increased by +1.63% | Sep 30, 23 |
| 5 | Angel Oak Multi-Strategy Income | 8.48M (1.70%) | 8.40M Increased by +99.00% | Sep 30, 23 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 7.09M (1.42%) | 104.56K Increased by +1.47% | Nov 30, 23 |
| 7 | Vanguard Small Cap Index | 6.39M (1.28%) | 19.60K Increased by +0.31% | Nov 30, 23 |
| 8 | Vanguard Mid Cap Index Institutional | 5.61M (1.13%) | -4.16K Decreased by -0.07% | Nov 30, 23 |
| 9 | iShares Mortgage Real Estate Capped ETF | 5.11M (1.03%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 10 | Vanguard Small Cap Value Index Inv | 4.45M (0.89%) | 16.27K Increased by +0.37% | Nov 30, 23 |
| 11 | SPDR® S&P MIDCAP 400 ETF Trust | 3.96M (0.79%) | -34.06K Decreased by -0.86% | Nov 30, 23 |
| 12 | iShares S&P Mid-Cap 400 Growth ETF | 3.04M (0.61%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 13 | iShares S&P Mid-Cap 400 Value ETF | 2.93M (0.59%) | 2.93M Increased by +100.00% | Dec 29, 23 |
| 14 | State St Russell Sm/Mid Cp® Indx NL Cl C | 2.90M (0.58%) | 70.80K Increased by +2.44% | Dec 31, 23 |
| 15 | Fidelity® Extended Market Index | 2.71M (0.54%) | -22.84K Decreased by -0.84% | Nov 30, 23 |
| 16 | State St S&P Midcap® Indx SL Cl II | 2.38M (0.48%) | 44.90K Increased by +1.89% | Dec 31, 23 |
| 17 | Vanguard Value Index Inv | 2.11M (0.42%) | 204.00 Increased by +0.01% | Nov 30, 23 |
| 18 | Vanguard Mid-Cap Value ETF | 1.99M (0.40%) | -9.20K Decreased by -0.46% | Nov 30, 23 |
| 19 | VanEck Mortgage REIT Income ETF | 1.77M (0.36%) | 16.15K Increased by +0.91% | Dec 30, 23 |
| 20 | iShares US Real Estate ETF | 1.77M (0.35%) | -5.38K Decreased by -0.30% | Dec 29, 23 |