| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWD | 1000.00% |
| 2 | JKJ | 1000.00% |
| 3 | IYC | 1000.00% |
| 4 | IWV | 1000.00% |
| 5 | IWS | 1000.00% |
| 6 | IWB | 1000.00% |
| 7 | IWR | 1000.00% |
| 8 | ISCB | 1000.00% |
| 9 | ISCV | 1000.00% |
| 10 | ITOT | 1000.00% |
| 11 | IUSV | 1000.00% |
| 12 | IYY | 1000.00% |
| 13 | WBIL | 2.81% |
| 14 | BOUT | 2.48% |
| 15 | EQUL | 1.91% |
| 16 | EVNT | 1.87% |
| 17 | ALTL_old | 1.36% |
| 18 | FXD | 1.31% |
| 19 | RFV | 1.29% |
| 20 | XMVM | 1.15% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | FMR Inc | 7.20M (12.13%) | 987.96K Increased by +13.72% | Sep 30, 23 |
| 2 | Pzena Investment Management, LLC | 6.97M (11.75%) | 6.09K Increased by +0.09% | Sep 30, 23 |
| 3 | Vanguard Group Inc | 6.43M (10.83%) | -71.34K Decreased by -1.11% | Sep 30, 23 |
| 4 | BlackRock Inc | 5.66M (9.54%) | -23.36K Decreased by -0.41% | Sep 30, 23 |
| 5 | Dimensional Fund Advisors, Inc. | 2.95M (4.98%) | 545.85K Increased by +18.48% | Sep 30, 23 |
| 6 | Massachusetts Financial Services Company | 2.08M (3.51%) | 10.16K Increased by +0.49% | Sep 30, 23 |
| 7 | State Street Corporation | 1.78M (3.00%) | 22.78K Increased by +1.28% | Sep 30, 23 |
| 8 | Citadel Advisors Llc | 1.56M (2.62%) | 563.13K Increased by +36.21% | Sep 30, 23 |
| 9 | Greenvale Capital LLP | 1.43M (2.40%) | -100.00K Decreased by -7.02% | Sep 30, 23 |
| 10 | AllianceBernstein L.P. | 1.41M (2.38%) | 56.41K Increased by +4.00% | Sep 30, 23 |
| 11 | Southeastern Asset Management Inc | 1.21M (2.03%) | -12.97K Decreased by -1.08% | Sep 30, 23 |
| 12 | Anomaly Capital Management, LP | 1.12M (1.88%) | -909.86K Decreased by -81.53% | Sep 30, 23 |
| 13 | Sound Shore Management Inc | 1.04M (1.76%) | -4.17K Decreased by -0.40% | Sep 30, 23 |
| 14 | Fidelity International Ltd | 967.30K (1.63%) | 1.80K Increased by +0.19% | Sep 30, 23 |
| 15 | Geode Capital Management, LLC | 945.30K (1.59%) | 22.36K Increased by +2.37% | Sep 30, 23 |
| 16 | LSV Asset Management | 799.74K (1.35%) | -3.80K Decreased by -0.48% | Sep 30, 23 |
| 17 | Morgan Stanley - Brokerage Accounts | 689.24K (1.16%) | 142.34K Increased by +20.65% | Sep 30, 23 |
| 18 | Charles Schwab Investment Management Inc | 658.62K (1.11%) | 37.30K Increased by +5.66% | Sep 30, 23 |
| 19 | Bank of New York Mellon Corp | 603.88K (1.02%) | -19.96K Decreased by -3.30% | Sep 30, 23 |
| 20 | Arrowstreet Capital Limited Partnership | 602.87K (1.02%) | -183.68K Decreased by -30.47% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 1.97M (3.31%) | 2.65K Increased by +0.14% | Nov 30, 23 |
| 2 | iShares Core S&P Mid-Cap ETF | 1.83M (3.09%) | -332.00 Decreased by -0.02% | Dec 29, 23 |
| 3 | Vanguard Small Cap Index | 1.62M (2.74%) | 7.03K Increased by +0.43% | Nov 30, 23 |
| 4 | Vanguard Windsor Investor Shares | 1.59M (2.68%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 5 | Pzena Large Cap Value | 1.27M (2.14%) | -316.88K Decreased by -24.92% | Dec 31, 23 |
| 6 | MFS Mid Cap Value Equity | 1.14M (1.91%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 7 | MFS Mid Cap Value A | 1.13M (1.91%) | -2.22K Decreased by -0.20% | Nov 30, 23 |
| 8 | Vanguard Small Cap Value Index Inv | 1.13M (1.90%) | 2.07K Increased by +0.18% | Nov 30, 23 |
| 9 | DFA US Small Cap Value I | 964.16K (1.62%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | Fidelity® Low-Priced Stock | 949.30K (1.60%) | -352.65K Decreased by -37.15% | Oct 31, 23 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 908.46K (1.53%) | 15.19K Increased by +1.67% | Nov 30, 23 |
| 12 | Fidelity® Mid-Cap Stock | 809.75K (1.36%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 13 | Longleaf Partners | 765.96K (1.29%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 14 | Strategic Advisers® Fidelity US TtlStk | 661.10K (1.11%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | Fidelity® Blue Chip Growth | 651.68K (1.10%) | 62.10K Increased by +9.53% | Nov 30, 23 |
| 16 | Pzena Mid Cap Value | 586.27K (0.99%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 17 | Vanguard Selected Value Inv | 586.27K (0.99%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 18 | DWS Core Equity S | 517.61K (0.87%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | DWS Risk Managed Alpha Lg Cap Core Comp | 517.61K (0.87%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | SPDR® S&P MIDCAP 400 ETF Trust | 502.22K (0.85%) | -4.33K Decreased by -0.86% | Nov 30, 23 |