| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ISCB | 1000.00% |
| 2 | IYY | 1000.00% |
| 3 | IYR | 1000.00% |
| 4 | IWV | 1000.00% |
| 5 | IWS | 1000.00% |
| 6 | IWR | 1000.00% |
| 7 | JKJ | 1000.00% |
| 8 | IWD | 1000.00% |
| 9 | IWB | 1000.00% |
| 10 | JKK | 1000.00% |
| 11 | IUSV | 1000.00% |
| 12 | IUSG | 1000.00% |
| 13 | ITOT | 1000.00% |
| 14 | ISCV | 1000.00% |
| 15 | ISCG | 1000.00% |
| 16 | SRET | 3.39% |
| 17 | LSAT | 3.07% |
| 18 | KBWY | 2.88% |
| 19 | RDOG | 2.27% |
| 20 | GRI_old | 2.23% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 11.59M (15.26%) | -78.88K Decreased by -0.68% | Sep 30, 23 |
| 2 | BlackRock Inc | 9.45M (12.44%) | 247.92K Increased by +2.62% | Sep 30, 23 |
| 3 | Wasatch Advisors Inc. | 5.04M (6.64%) | 1.00M Increased by +19.88% | Sep 30, 23 |
| 4 | State Street Corporation | 4.64M (6.11%) | 10.13K Increased by +0.22% | Sep 30, 23 |
| 5 | Thrivent Financial For Lutherans | 2.12M (2.80%) | 570.59K Increased by +26.86% | Sep 30, 23 |
| 6 | Geode Capital Management, LLC | 1.41M (1.85%) | 28.38K Increased by +2.02% | Sep 30, 23 |
| 7 | FMR Inc | 1.38M (1.82%) | -366.35K Decreased by -26.53% | Sep 30, 23 |
| 8 | Balyasny Asset Management LLC | 1.36M (1.79%) | 329.91K Increased by +24.26% | Sep 30, 23 |
| 9 | Vaughan Nelson Scarbrgh & Mccullough LP | 1.34M (1.76%) | 106.39K Increased by +7.94% | Sep 30, 23 |
| 10 | AllianceBernstein L.P. | 1.33M (1.75%) | -89.38K Decreased by -6.72% | Sep 30, 23 |
| 11 | Jennison Associates LLC | 1.31M (1.73%) | -41.77K Decreased by -3.18% | Sep 30, 23 |
| 12 | Massachusetts Financial Services Company | 1.26M (1.66%) | 64.92K Increased by +5.15% | Sep 30, 23 |
| 13 | Dimensional Fund Advisors, Inc. | 1.22M (1.60%) | -21.52K Decreased by -1.77% | Sep 30, 23 |
| 14 | Charles Schwab Investment Management Inc | 996.26K (1.31%) | 20.94K Increased by +2.10% | Sep 30, 23 |
| 15 | Morgan Stanley - Brokerage Accounts | 994.39K (1.31%) | 108.26K Increased by +10.89% | Sep 30, 23 |
| 16 | Anchor Capital Advisors Inc | 958.48K (1.26%) | -134.34K Decreased by -14.02% | Sep 30, 23 |
| 17 | TimesSquare Capital Management, LLC | 929.32K (1.22%) | 52.60K Increased by +5.66% | Sep 30, 23 |
| 18 | Cincinnati Insurance Co | 893.65K (1.18%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 19 | Wellington Management Company LLP | 878.63K (1.16%) | 217.00 Increased by +0.02% | Sep 30, 23 |
| 20 | Bank of New York Mellon Corp | 833.46K (1.10%) | -107.00 Decreased by -0.01% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Real Estate Index Investor | 3.44M (4.53%) | -18.75K Decreased by -0.55% | Nov 30, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 2.55M (3.36%) | 3.45K Increased by +0.14% | Nov 30, 23 |
| 3 | iShares Core S&P Mid-Cap ETF | 2.35M (3.09%) | -425.00 Decreased by -0.02% | Dec 29, 23 |
| 4 | Vanguard Small Cap Index | 2.08M (2.74%) | 6.38K Increased by +0.31% | Nov 30, 23 |
| 5 | Wasatch Core Growth | 2.07M (2.73%) | 439.62K Increased by +21.20% | Sep 30, 23 |
| 6 | Thrivent Small Cap Stock A | 1.31M (1.73%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 7 | Fidelity® Small Cap Value | 1.30M (1.71%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 1.20M (1.58%) | 27.00K Increased by +2.24% | Nov 30, 23 |
| 9 | Vanguard Small Cap Growth Index Inv | 1.16M (1.53%) | 5.91K Increased by +0.51% | Nov 30, 23 |
| 10 | MFS New Discovery Value I | 1.01M (1.33%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 11 | Wasatch Small Cap Value | 794.30K (1.05%) | 143.56K Increased by +18.07% | Sep 30, 23 |
| 12 | SPDR® S&P MIDCAP 400 ETF Trust | 664.57K (0.87%) | -5.72K Decreased by -0.86% | Nov 30, 23 |
| 13 | Vanguard Real Estate II Index | 534.39K (0.70%) | 2.68K Increased by +0.50% | Nov 30, 23 |
| 14 | Thrivent Small Cap Stock | 479.93K (0.63%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 15 | State St Russell Sm/Mid Cp® Indx NL Cl C | 473.66K (0.62%) | 8.90K Increased by +1.88% | Dec 31, 23 |
| 16 | DFA Real Estate Securities I | 471.33K (0.62%) | -44.34K Decreased by -9.41% | Nov 30, 23 |
| 17 | Fidelity® Extended Market Index | 453.56K (0.60%) | 10.19K Increased by +2.25% | Nov 30, 23 |
| 18 | Jennison SMid Cap Core Equity | 442.09K (0.58%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 19 | PGIM Jennison Small Company A | 442.09K (0.58%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | Schwab US REIT ETF™ | 430.79K (0.57%) | 0.00 Increased by 0.00% | Nov 30, 23 |