| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IUSV | 1000.00% |
| 2 | ISCV | 1000.00% |
| 3 | IWD | 1000.00% |
| 4 | IWB | 1000.00% |
| 5 | ITOT | 1000.00% |
| 6 | ISCB | 1000.00% |
| 7 | JKJ | 1000.00% |
| 8 | IYY | 1000.00% |
| 9 | IWV | 1000.00% |
| 10 | IWS | 1000.00% |
| 11 | IWR | 1000.00% |
| 12 | SOLR | 3.54% |
| 13 | SNSR | 3.10% |
| 14 | MOTO | 2.66% |
| 15 | SAEF | 1.67% |
| 16 | HAIL | 1.12% |
| 17 | DTEC | 1.01% |
| 18 | FXR | 0.86% |
| 19 | IJJ | 0.47% |
| 20 | IVOV | 0.45% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 16.13M (10.72%) | 6.54M Increased by +40.51% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 14.84M (9.87%) | 265.58K Increased by +1.79% | Sep 30, 23 |
| 3 | HHG PLC | 9.58M (6.37%) | 7.71K Increased by +0.08% | Sep 30, 23 |
| 4 | Artisan Partners Limited Partnership | 9.37M (6.23%) | -7.36M Decreased by -78.51% | Sep 30, 23 |
| 5 | Select Equity Group LP | 6.63M (4.41%) | -2.59M Decreased by -39.01% | Sep 30, 23 |
| 6 | State Street Corporation | 5.70M (3.79%) | 1.76M Increased by +30.82% | Sep 30, 23 |
| 7 | ArrowMark Colorado Holdings, LLC (ArrowMark Partners) | 5.14M (3.41%) | 753.00K Increased by +14.66% | Sep 30, 23 |
| 8 | Massachusetts Financial Services Company | 5.08M (3.38%) | 62.47K Increased by +1.23% | Sep 30, 23 |
| 9 | AllianceBernstein L.P. | 5.03M (3.35%) | 1.11M Increased by +22.02% | Sep 30, 23 |
| 10 | Shapiro Capital Management Co Inc | 4.36M (2.90%) | 186.63K Increased by +4.28% | Sep 30, 23 |
| 11 | Fidelity International Ltd | 3.85M (2.56%) | -220.69K Decreased by -5.73% | Sep 30, 23 |
| 12 | Millennium Management LLC | 3.47M (2.30%) | 385.98K Increased by +11.13% | Sep 30, 23 |
| 13 | Dimensional Fund Advisors, Inc. | 2.96M (1.97%) | 177.62K Increased by +6.00% | Sep 30, 23 |
| 14 | Schroder Investment Management Group | 2.95M (1.96%) | 166.58K Increased by +5.64% | Sep 30, 23 |
| 15 | FMR Inc | 2.89M (1.92%) | -774.41K Decreased by -26.82% | Sep 30, 23 |
| 16 | Morgan Stanley - Brokerage Accounts | 2.38M (1.58%) | 73.86K Increased by +3.11% | Sep 30, 23 |
| 17 | Geode Capital Management, LLC | 2.35M (1.56%) | 139.04K Increased by +5.93% | Sep 30, 23 |
| 18 | Diamond Hill Capital Management Inc | 2.19M (1.45%) | -119.05K Decreased by -5.44% | Sep 30, 23 |
| 19 | CI Investments Inc | 2.06M (1.37%) | -192.44K Decreased by -9.32% | Sep 30, 23 |
| 20 | AQR Capital Management LLC | 1.93M (1.28%) | 1.22M Increased by +63.30% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Artisan International Value | 7.20M (4.78%) | -1.73M Decreased by -24.05% | Sep 30, 23 |
| 2 | Janus Henderson Enterprise D | 6.98M (4.64%) | -23.65K Decreased by -0.34% | Sep 30, 23 |
| 3 | Janus Inst Mid Cap Growth CF | 6.98M (4.64%) | -23.65K Decreased by -0.34% | Sep 30, 23 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 4.77M (3.17%) | 5.36K Increased by +0.11% | Nov 30, 23 |
| 5 | iShares Core S&P Mid-Cap ETF | 4.69M (3.12%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 6 | Vanguard Small Cap Index | 3.95M (2.62%) | 16.79K Increased by +0.43% | Nov 30, 23 |
| 7 | Vanguard Small Cap Value Index Inv | 2.74M (1.82%) | 5.10K Increased by +0.19% | Nov 30, 23 |
| 8 | Vanguard Explorer Inv | 2.28M (1.52%) | 325.13K Increased by +14.25% | Sep 30, 23 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 2.22M (1.48%) | 46.11K Increased by +2.08% | Nov 30, 23 |
| 10 | MFS Mid Cap Value Equity | 2.17M (1.44%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 11 | MFS Mid Cap Value A | 2.17M (1.44%) | -4.24K Decreased by -0.20% | Nov 30, 23 |
| 12 | BGF Future of Transport Z2 USD | 1.62M (1.07%) | -45.95K Decreased by -2.84% | Sep 30, 23 |
| 13 | Fidelity® Series Stk Selec Lg Cp Val | 1.29M (0.86%) | -19.50K Decreased by -1.51% | Oct 31, 23 |
| 14 | MFS New Discovery I | 1.23M (0.81%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | SPDR® S&P MIDCAP 400 ETF Trust | 1.22M (0.81%) | -10.51K Decreased by -0.86% | Nov 30, 23 |
| 16 | Guinness Sustainable Energy D USD Acc | 1.09M (0.72%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 17 | Meridian Growth Legacy | 1.08M (0.72%) | 178.28K Increased by +16.55% | Sep 30, 23 |
| 18 | Mackenzie Grnchp Glbl Envr All Cap F5 | 1.04M (0.69%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 19 | Diamond Hill Small-Mid Cap Equity | 932.40K (0.62%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | CI U.S. Equity F | 931.44K (0.62%) | 0.00 Increased by 0.00% | Jun 30, 23 |