| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ISCV | 1000.00% |
| 2 | IVEG | 1000.00% |
| 3 | ITOT | 1000.00% |
| 4 | ISCB | 1000.00% |
| 5 | JKJ | 1000.00% |
| 6 | IYY | 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 | PSCM | 8.55% |
| 15 | CUT | 2.46% |
| 16 | PMOM | 0.90% |
| 17 | CVY | 0.70% |
| 18 | EZY | 0.65% |
| 19 | SLYV | 0.58% |
| 20 | VIOV | 0.55% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 26.52M (18.53%) | -452.66K Decreased by -1.71% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 16.85M (11.78%) | 92.11K Increased by +0.55% | Sep 30, 23 |
| 3 | T. Rowe Price Investment Management,Inc. | 10.12M (7.07%) | -648.93K Decreased by -6.41% | Sep 30, 23 |
| 4 | Harris Associates L.P. | 6.07M (4.24%) | 1.98M Increased by +32.52% | Sep 30, 23 |
| 5 | State Street Corporation | 5.90M (4.12%) | -294.98K Decreased by -5.00% | Sep 30, 23 |
| 6 | Amvescap Plc. | 5.24M (3.66%) | 2.16M Increased by +41.22% | Sep 30, 23 |
| 7 | HHG PLC | 3.55M (2.48%) | -2.00M Decreased by -56.35% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 3.19M (2.23%) | 61.84K Increased by +1.94% | Sep 30, 23 |
| 9 | Millennium Management LLC | 3.12M (2.18%) | 2.94M Increased by +94.22% | Sep 30, 23 |
| 10 | Bank of America Corp | 2.43M (1.70%) | -983.03K Decreased by -40.48% | Sep 30, 23 |
| 11 | Earnest Partners LLC | 2.16M (1.51%) | 302.10K Increased by +13.99% | Sep 30, 23 |
| 12 | Northern Trust Corp | 1.86M (1.30%) | 128.83K Increased by +6.91% | Sep 30, 23 |
| 13 | DePrince Race & Zollo Inc | 1.70M (1.19%) | 1.15M Increased by +67.33% | Sep 30, 23 |
| 14 | Morgan Stanley - Brokerage Accounts | 1.59M (1.11%) | 330.53K Increased by +20.73% | Sep 30, 23 |
| 15 | Franklin Resources Inc | 1.44M (1.00%) | 6.68K Increased by +0.46% | Sep 30, 23 |
| 16 | Bank of New York Mellon Corp | 1.35M (0.94%) | -7.56K Decreased by -0.56% | Sep 30, 23 |
| 17 | Charles Schwab Investment Management Inc | 1.24M (0.87%) | 38.86K Increased by +3.12% | Sep 30, 23 |
| 18 | Victory Capital Management Inc. | 1.22M (0.85%) | 482.97K Increased by +39.66% | Sep 30, 23 |
| 19 | Dimensional Fund Advisors, Inc. | 1.21M (0.85%) | 160.28K Increased by +13.22% | Sep 30, 23 |
| 20 | Vulcan Value Partners, LLC | 1.14M (0.80%) | 351.55K Increased by +30.72% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 9.61M (6.71%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 2 | BlackRock Equity Dividend Instl | 7.36M (5.15%) | -123.91K Decreased by -1.68% | Nov 30, 23 |
| 3 | T. Rowe Price Mid-Cap Growth | 5.00M (3.49%) | -304.60K Decreased by -6.09% | Sep 30, 23 |
| 4 | T. Rowe Price US Mid-Cap Growth Equity | 5.00M (3.49%) | -304.60K Decreased by -6.09% | Sep 30, 23 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 4.52M (3.16%) | 5.67K Increased by +0.13% | Nov 30, 23 |
| 6 | Vanguard Small Cap Index | 3.74M (2.61%) | 16.43K Increased by +0.44% | Nov 30, 23 |
| 7 | Vanguard Institutional 500 Index Trust | 3.51M (2.45%) | 12.45K Increased by +0.35% | Nov 30, 23 |
| 8 | Vanguard Small Cap Value Index Inv | 2.60M (1.82%) | 5.17K Increased by +0.20% | Nov 30, 23 |
| 9 | Invesco S&P 500® Equal Weight ETF | 2.49M (1.74%) | 13.48K Increased by +0.54% | Nov 30, 23 |
| 10 | Janus Henderson Enterprise D | 2.09M (1.46%) | -7.09K Decreased by -0.34% | Sep 30, 23 |
| 11 | Janus Inst Mid Cap Growth CF | 2.09M (1.46%) | -7.09K Decreased by -0.34% | Sep 30, 23 |
| 12 | Fidelity® 500 Index | 1.68M (1.18%) | 10.72K Increased by +0.64% | Nov 30, 23 |
| 13 | SPDR® S&P 500 ETF Trust | 1.64M (1.15%) | 5.25K Increased by +0.32% | Nov 30, 23 |
| 14 | iShares Core S&P 500 ETF | 1.42M (0.99%) | 1.38K Increased by +0.10% | Nov 30, 23 |
| 15 | SPDR® Portfolio S&P 600 Sm Cap ETF | 1.24M (0.86%) | 5.57K Increased by +0.45% | Dec 29, 23 |
| 16 | iShares S&P Small-Cap 600 Value ETF | 1.21M (0.85%) | -3.33K Decreased by -0.27% | Dec 29, 23 |
| 17 | T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z | 1.15M (0.80%) | -47.80K Decreased by -4.16% | Sep 30, 23 |
| 18 | Templeton Glb Climate Change A(Ydis)EUR | 1.12M (0.78%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | BlackRock Equity Dividend F | 1.09M (0.76%) | 49.34K Increased by +4.54% | Dec 31, 23 |
| 20 | BlackRock Large Cap Focus Value Instl | 1.08M (0.75%) | 74.08K Increased by +6.86% | Nov 30, 23 |