| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWR | 1000.00% |
| 2 | JKJ | 1000.00% |
| 3 | IYY | 1000.00% |
| 4 | IYR | 1000.00% |
| 5 | IYF | 1000.00% |
| 6 | ISCB | 1000.00% |
| 7 | ISCV | 1000.00% |
| 8 | ITOT | 1000.00% |
| 9 | IUSV | 1000.00% |
| 10 | IWV | 1000.00% |
| 11 | IWS | 1000.00% |
| 12 | IWB | 1000.00% |
| 13 | IWD | 1000.00% |
| 14 | MORT | 9.33% |
| 15 | MVRL | 8.19% |
| 16 | SRET | 3.53% |
| 17 | RIET | 1.39% |
| 18 | SDIV | 0.94% |
| 19 | HOMZ | 0.63% |
| 20 | RYJ | 0.60% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 29.79M (10.02%) | -806.26K Decreased by -2.71% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 28.78M (9.68%) | -167.81K Decreased by -0.58% | Sep 30, 23 |
| 3 | State Street Corporation | 8.71M (2.93%) | -113.73K Decreased by -1.31% | Sep 30, 23 |
| 4 | Morgan Stanley - Brokerage Accounts | 6.46M (2.17%) | -164.86K Decreased by -2.55% | Sep 30, 23 |
| 5 | Geode Capital Management, LLC | 4.55M (1.53%) | -82.16K Decreased by -1.81% | Sep 30, 23 |
| 6 | Cardinal Capital Management Llc | 4.04M (1.36%) | -257.46K Decreased by -6.37% | Sep 30, 23 |
| 7 | Bank of New York Mellon Corp | 3.17M (1.07%) | -134.09K Decreased by -4.23% | Sep 30, 23 |
| 8 | Northern Trust Corp | 3.12M (1.05%) | 657.18K Increased by +21.05% | Sep 30, 23 |
| 9 | Ameriprise Financial Inc | 3.03M (1.02%) | -75.59K Decreased by -2.49% | Sep 30, 23 |
| 10 | First Republic Inv Mgmt Inc | 2.94M (0.99%) | 1.35M Increased by +45.87% | Sep 30, 23 |
| 11 | JPMorgan Chase & Co | 2.84M (0.95%) | 15.90K Increased by +0.56% | Sep 30, 23 |
| 12 | Wells Fargo & Co | 2.19M (0.74%) | -112.99K Decreased by -5.17% | Sep 30, 23 |
| 13 | Charles Schwab Investment Management Inc | 1.88M (0.63%) | -40.89K Decreased by -2.18% | Sep 30, 23 |
| 14 | Millennium Management LLC | 1.75M (0.59%) | -397.08K Decreased by -22.71% | Sep 30, 23 |
| 15 | Nuveen Asset Management, LLC | 1.45M (0.49%) | -80.61K Decreased by -5.57% | Sep 30, 23 |
| 16 | Raymond James Finl Svs Advisors, Inc. | 1.28M (0.43%) | 123.64K Increased by +9.64% | Sep 30, 23 |
| 17 | Raymond James & Associates | 1.21M (0.41%) | -56.56K Decreased by -4.67% | Sep 30, 23 |
| 18 | Advisors Capital Management, LLC | 1.21M (0.41%) | 52.17K Increased by +4.32% | Sep 30, 23 |
| 19 | Bank of America Corp | 1.19M (0.40%) | -156.59K Decreased by -13.14% | Sep 30, 23 |
| 20 | Principal Financial Group Inc | 1.10M (0.37%) | -74.67K Decreased by -6.81% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 9.27M (3.12%) | 10.92K Increased by +0.12% | Nov 30, 23 |
| 2 | iShares Core S&P Mid-Cap ETF | 9.03M (3.04%) | -1.64K Decreased by -0.02% | Dec 29, 23 |
| 3 | Vanguard Small Cap Index | 7.70M (2.59%) | 32.06K Increased by +0.42% | Nov 30, 23 |
| 4 | Vanguard Small Cap Value Index Inv | 5.35M (1.80%) | 15.55K Increased by +0.29% | Nov 30, 23 |
| 5 | Vanguard Institutional Extnd Mkt Idx Tr | 4.29M (1.44%) | 84.52K Increased by +1.97% | Nov 30, 23 |
| 6 | iShares Mortgage Real Estate Capped ETF | 3.06M (1.03%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 7 | Cardinal Capital SMID Cap Value Equity | 2.67M (0.90%) | -19.07K Decreased by -0.71% | Dec 31, 23 |
| 8 | SPDR® S&P MIDCAP 400 ETF Trust | 2.38M (0.80%) | -20.48K Decreased by -0.86% | Nov 30, 23 |
| 9 | iShares S&P Mid-Cap 400 Value ETF | 1.74M (0.59%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 10 | State St Russell Sm/Mid Cp® Indx NL Cl C | 1.74M (0.58%) | 29.40K Increased by +1.69% | Dec 31, 23 |
| 11 | Fidelity® Extended Market Index | 1.63M (0.55%) | -10.26K Decreased by -0.63% | Nov 30, 23 |
| 12 | State St S&P Midcap® Indx SL Cl II | 1.41M (0.48%) | 13.10K Increased by +0.93% | Dec 31, 23 |
| 13 | VanEck Mortgage REIT Income ETF | 1.14M (0.38%) | 10.37K Increased by +0.91% | Dec 30, 23 |
| 14 | iShares US Real Estate ETF | 1.05M (0.35%) | -3.21K Decreased by -0.30% | Dec 29, 23 |
| 15 | SPDR® Portfolio S&P 400 Mid Cap ETF | 947.11K (0.32%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 16 | Cardinal Capital Mgt Small Cap Value Eq | 941.31K (0.32%) | -54.62K Decreased by -5.80% | Sep 30, 23 |
| 17 | Principal MidCap S&P 400 Index SP | 909.04K (0.31%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | iShares Russell Mid-Cap ETF | 856.89K (0.29%) | -642.00 Decreased by -0.07% | Dec 29, 23 |
| 19 | Fidelity® Mid Cap Index | 850.99K (0.29%) | 10.25K Increased by +1.20% | Nov 30, 23 |
| 20 | Schwab US Mid-Cap ETF™ | 807.46K (0.27%) | 283.00 Increased by +0.04% | Dec 30, 23 |