| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ISCB | 1000.00% |
| 2 | JKK | 1000.00% |
| 3 | ITOT | 1000.00% |
| 4 | ISCG | 1000.00% |
| 5 | JKJ | 1000.00% |
| 6 | IYK | 1000.00% |
| 7 | IWV | 1000.00% |
| 8 | IWS | 1000.00% |
| 9 | IWR | 1000.00% |
| 10 | IWP | 1000.00% |
| 11 | IWF | 1000.00% |
| 12 | IWD | 1000.00% |
| 13 | IWB | 1000.00% |
| 14 | IUSV | 1000.00% |
| 15 | IYY | 1000.00% |
| 16 | IUSG | 1000.00% |
| 17 | ACT_old | 10.00% |
| 18 | BAD | 2.66% |
| 19 | PBJ | 2.65% |
| 20 | FXG | 0.76% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | FMR Inc | 1.49M (15.94%) | -29.49K Decreased by -1.97% | Sep 30, 23 |
| 2 | T. Rowe Price Investment Management,Inc. | 922.61K (9.85%) | -118.45K Decreased by -12.84% | Sep 30, 23 |
| 3 | Vanguard Group Inc | 897.44K (9.58%) | -3.26K Decreased by -0.36% | Sep 30, 23 |
| 4 | BlackRock Inc | 832.32K (8.88%) | 7.75K Increased by +0.93% | Sep 30, 23 |
| 5 | State Street Corporation | 262.54K (2.80%) | 872.00 Increased by +0.33% | Sep 30, 23 |
| 6 | Balyasny Asset Management LLC | 189.06K (2.02%) | 141.60K Increased by +74.90% | Sep 30, 23 |
| 7 | Baird Financial Group, Inc. | 165.87K (1.77%) | 8.74K Increased by +5.27% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 141.04K (1.51%) | 3.30K Increased by +2.34% | Sep 30, 23 |
| 9 | Dimensional Fund Advisors, Inc. | 134.40K (1.43%) | 6.64K Increased by +4.94% | Sep 30, 23 |
| 10 | Bank of New York Mellon Corp | 125.03K (1.33%) | -7.63K Decreased by -6.10% | Sep 30, 23 |
| 11 | Fisher Asset Management, LLC | 123.17K (1.31%) | -5.98K Decreased by -4.86% | Sep 30, 23 |
| 12 | SouthernSun Asset Management, LLC | 118.09K (1.26%) | -15.01K Decreased by -12.71% | Sep 30, 23 |
| 13 | AQR Capital Management LLC | 115.41K (1.23%) | 45.86K Increased by +39.74% | Sep 30, 23 |
| 14 | Southeastern Asset Management Inc | 106.32K (1.13%) | -20.96K Decreased by -19.71% | Sep 30, 23 |
| 15 | Charles Schwab Investment Management Inc | 103.93K (1.11%) | 3.26K Increased by +3.14% | Sep 30, 23 |
| 16 | Loomis, Sayles & Company LP | 89.69K (0.96%) | -3.85K Decreased by -4.29% | Sep 30, 23 |
| 17 | Point72 Asset Management, L.P. | 76.48K (0.82%) | 67.60K Increased by +88.39% | Sep 30, 23 |
| 18 | Northern Trust Corp | 70.32K (0.75%) | 1.31K Increased by +1.87% | Sep 30, 23 |
| 19 | Citadel Advisors Llc | 67.58K (0.72%) | 54.02K Increased by +79.95% | Sep 30, 23 |
| 20 | Wellington Management Company LLP | 66.55K (0.71%) | 13.95K Increased by +20.96% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 286.32K (3.06%) | 370.00 Increased by +0.13% | Nov 30, 23 |
| 2 | iShares Core S&P Mid-Cap ETF | 285.64K (3.05%) | -52.00 Decreased by -0.02% | Dec 29, 23 |
| 3 | T. Rowe Price Mid-Cap Growth | 250.00K (2.67%) | -49.80K Decreased by -19.92% | Sep 30, 23 |
| 4 | T. Rowe Price US Mid-Cap Growth Equity | 250.00K (2.67%) | -49.80K Decreased by -19.92% | Sep 30, 23 |
| 5 | Vanguard Small Cap Index | 236.81K (2.53%) | 760.00 Increased by +0.32% | Nov 30, 23 |
| 6 | T. Rowe Price Small-Cap Stock | 174.02K (1.86%) | -14.80K Decreased by -8.50% | Sep 30, 23 |
| 7 | T. Rowe Price US Small-Cap Core Equity | 174.02K (1.86%) | -14.80K Decreased by -8.50% | Sep 30, 23 |
| 8 | Fidelity® Blue Chip Growth | 173.38K (1.85%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 136.50K (1.46%) | 3.84K Increased by +2.82% | Nov 30, 23 |
| 10 | Select Consumer Staples Port | 134.60K (1.44%) | -5.20K Decreased by -3.86% | Oct 31, 23 |
| 11 | Vanguard Small Cap Growth Index Inv | 132.62K (1.42%) | 675.00 Increased by +0.51% | Nov 30, 23 |
| 12 | Fidelity Select Consumer Staples Port | 132.10K (1.41%) | -2.50K Decreased by -1.89% | Nov 30, 23 |
| 13 | Longleaf Partners Small-Cap | 106.20K (1.13%) | -20.95K Decreased by -19.73% | Sep 30, 23 |
| 14 | Fidelity® Mid-Cap Stock | 101.57K (1.08%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | Baird Mid Cap Growth Institutional | 100.07K (1.07%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 16 | VIP Mid Cap Initial | 99.80K (1.07%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 17 | SouthernSun Small Cap | 93.49K (1.00%) | -10.84K Decreased by -11.59% | Sep 30, 23 |
| 18 | T. Rowe Price U.S. SC Core Eq Tr-Z | 83.10K (0.89%) | -8.40K Decreased by -10.10% | Sep 30, 23 |
| 19 | T. Rowe Price Instl Small-Cap Stock | 81.55K (0.87%) | -6.60K Decreased by -8.09% | Sep 30, 23 |
| 20 | Fidelity® Small Cap Growth | 77.04K (0.82%) | -94.00 Decreased by -0.12% | Oct 31, 23 |