| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ITOT | 1000.00% |
| 2 | FOVL | 1000.00% |
| 3 | IAI | 1000.00% |
| 4 | IYG | 1000.00% |
| 5 | IWV | 1000.00% |
| 6 | IWS | 1000.00% |
| 7 | IWR | 1000.00% |
| 8 | JKJ | 1000.00% |
| 9 | IWD | 1000.00% |
| 10 | IYY | 1000.00% |
| 11 | ISCB | 1000.00% |
| 12 | IUSV | 1000.00% |
| 13 | IWB | 1000.00% |
| 14 | ISCV | 1000.00% |
| 15 | IYF | 1000.00% |
| 16 | TUSA | 2.11% |
| 17 | FTDS | 2.06% |
| 18 | KCE | 1.70% |
| 19 | EVSTC | 1.09% |
| 20 | SDVY | 1.07% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 10.31M (10.49%) | -167.78K Decreased by -1.63% | Sep 30, 23 |
| 2 | BlackRock Inc | 9.23M (9.38%) | -770.80K Decreased by -8.36% | Sep 30, 23 |
| 3 | Capital Research Global Investors | 6.09M (6.20%) | 2.18K Increased by +0.04% | Sep 30, 23 |
| 4 | Morgan Stanley - Brokerage Accounts | 3.04M (3.09%) | 530.52K Increased by +17.48% | Sep 30, 23 |
| 5 | State Street Corporation | 3.03M (3.08%) | 35.77K Increased by +1.18% | Sep 30, 23 |
| 6 | Earnest Partners LLC | 2.80M (2.85%) | 8.20K Increased by +0.29% | Sep 30, 23 |
| 7 | AllianceBernstein L.P. | 2.61M (2.66%) | -89.45K Decreased by -3.43% | Sep 30, 23 |
| 8 | Stifel Financial Corp | 2.36M (2.40%) | -70.56K Decreased by -2.99% | Sep 30, 23 |
| 9 | FMR Inc | 2.22M (2.26%) | 1.45M Increased by +65.21% | Sep 30, 23 |
| 10 | Macquarie Group Ltd | 2.21M (2.25%) | -97.45K Decreased by -4.41% | Sep 30, 23 |
| 11 | Dimensional Fund Advisors, Inc. | 2.11M (2.15%) | 143.33K Increased by +6.78% | Sep 30, 23 |
| 12 | LSV Asset Management | 1.92M (1.96%) | -56.40K Decreased by -2.93% | Sep 30, 23 |
| 13 | Fuller & Thaler Asset Management Inc | 1.66M (1.69%) | -6.19K Decreased by -0.37% | Sep 30, 23 |
| 14 | Fisher Asset Management, LLC | 1.64M (1.67%) | -46.83K Decreased by -2.86% | Sep 30, 23 |
| 15 | Millennium Management LLC | 1.62M (1.64%) | -7.67K Decreased by -0.47% | Sep 30, 23 |
| 16 | Silvercrest Asset Management Group LLC | 1.56M (1.59%) | -57.35K Decreased by -3.67% | Sep 30, 23 |
| 17 | Geode Capital Management, LLC | 1.56M (1.59%) | 18.83K Increased by +1.21% | Sep 30, 23 |
| 18 | GW&K Investment Management, LLC | 1.40M (1.42%) | -17.38K Decreased by -1.24% | Sep 30, 23 |
| 19 | Bank of New York Mellon Corp | 1.20M (1.23%) | -53.35K Decreased by -4.43% | Sep 30, 23 |
| 20 | Charles Schwab Investment Management Inc | 1.20M (1.22%) | 38.58K Increased by +3.21% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Capital Group AMCAP Composite | 4.28M (4.36%) | -3.94K Decreased by -0.09% | Sep 30, 23 |
| 2 | VA CollegeAmerica Amcap 529A | 4.28M (4.36%) | -3.94K Decreased by -0.09% | Sep 30, 23 |
| 3 | iShares Core S&P Mid-Cap ETF | 3.10M (3.15%) | -560.00 Decreased by -0.02% | Dec 29, 23 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 3.09M (3.14%) | 3.56K Increased by +0.12% | Nov 30, 23 |
| 5 | Vanguard Small Cap Index | 2.57M (2.61%) | 10.70K Increased by +0.42% | Nov 30, 23 |
| 6 | Vanguard Small Cap Value Index Inv | 1.79M (1.82%) | 5.37K Increased by +0.30% | Nov 30, 23 |
| 7 | Fuller & Thaler Behavioral Sm-Cp Eq R6 | 1.56M (1.59%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 8 | Fuller & Thaler Behavioral Small-Cap Eq | 1.56M (1.59%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 1.52M (1.54%) | 34.96K Increased by +2.30% | Nov 30, 23 |
| 10 | American Funds SMALLCAP World A | 1.48M (1.50%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 11 | Delaware Small Cap Value A | 1.29M (1.31%) | -52.90K Decreased by -4.09% | Nov 30, 23 |
| 12 | Fidelity® Low-Priced Stock | 1.01M (1.03%) | 128.28K Increased by +12.64% | Oct 31, 23 |
| 13 | SPDR® S&P MIDCAP 400 ETF Trust | 836.40K (0.85%) | -7.20K Decreased by -0.86% | Nov 30, 23 |
| 14 | Calvert Small-Cap A | 628.65K (0.64%) | 1.85K Increased by +0.29% | Nov 30, 23 |
| 15 | Calvert US Small-Cap Strategy | 626.81K (0.64%) | 25.88K Increased by +4.13% | Sep 30, 23 |
| 16 | iShares S&P Mid-Cap 400 Value ETF | 597.74K (0.61%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 17 | AB Small Cap Growth A | 592.66K (0.60%) | -11.47K Decreased by -1.94% | Nov 30, 23 |
| 18 | State St Russell Sm/Mid Cp® Indx NL Cl C | 582.54K (0.59%) | -5.50K Decreased by -0.94% | Dec 31, 23 |
| 19 | Fidelity® Extended Market Index | 560.77K (0.57%) | 5.88K Increased by +1.05% | Nov 30, 23 |