| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IDAT | 1000.00% |
| 2 | JKK | 1000.00% |
| 3 | JKJ | 1000.00% |
| 4 | IYW | 1000.00% |
| 5 | IWV | 1000.00% |
| 6 | IWR | 1000.00% |
| 7 | IWP | 1000.00% |
| 8 | IWF | 1000.00% |
| 9 | IWB | 1000.00% |
| 10 | IUSG | 1000.00% |
| 11 | ITOT | 1000.00% |
| 12 | ISCV | 1000.00% |
| 13 | ISCG | 1000.00% |
| 14 | ISCB | 1000.00% |
| 15 | IRBO | 1000.00% |
| 16 | IGM | 1000.00% |
| 17 | BIGY | 5.24% |
| 18 | DAT | 4.42% |
| 19 | MGMT | 3.72% |
| 20 | LSAT | 3.63% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 11.67M (12.72%) | 496.70K Increased by +4.26% | Sep 30, 23 |
| 2 | BlackRock Inc | 11.49M (12.52%) | -73.98K Decreased by -0.64% | Sep 30, 23 |
| 3 | Ameriprise Financial Inc | 6.22M (6.78%) | -1.37M Decreased by -22.05% | Sep 30, 23 |
| 4 | Lynrock Lake LP | 5.07M (5.52%) | 91.04K Increased by +1.80% | Sep 30, 23 |
| 5 | State Street Corporation | 2.96M (3.22%) | 2.94K Increased by +0.10% | Sep 30, 23 |
| 6 | American Century Companies Inc | 2.59M (2.82%) | 451.82K Increased by +17.47% | Sep 30, 23 |
| 7 | Capital Research & Mgmt Co - Division 3 | 2.02M (2.20%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 8 | Renaissance Technologies Corp | 1.73M (1.89%) | 742.14K Increased by +42.80% | Sep 30, 23 |
| 9 | Alyeska Investment Group, L.P. | 1.69M (1.85%) | 691.47K Increased by +40.81% | Sep 30, 23 |
| 10 | Geode Capital Management, LLC | 1.52M (1.65%) | 12.99K Increased by +0.86% | Sep 30, 23 |
| 11 | Dimensional Fund Advisors, Inc. | 1.47M (1.60%) | 124.62K Increased by +8.49% | Sep 30, 23 |
| 12 | Nuveen Asset Management, LLC | 1.46M (1.59%) | 227.58K Increased by +15.55% | Sep 30, 23 |
| 13 | AQR Capital Management LLC | 1.36M (1.48%) | 89.28K Increased by +6.55% | Sep 30, 23 |
| 14 | FMR Inc | 1.24M (1.35%) | 243.81K Increased by +19.64% | Sep 30, 23 |
| 15 | BTIM Corp | 1.23M (1.34%) | -61.03K Decreased by -4.96% | Sep 30, 23 |
| 16 | Chicago Capital, LLC | 1.15M (1.25%) | 18.90K Increased by +1.65% | Sep 30, 23 |
| 17 | Victory Capital Management Inc. | 1.12M (1.22%) | 319.86K Increased by +28.63% | Sep 30, 23 |
| 18 | Scout Investment Advisors Inc | 1.10M (1.20%) | -350.14K Decreased by -31.86% | Sep 30, 23 |
| 19 | Bank of America Corp | 1.08M (1.18%) | 173.99K Increased by +16.04% | Sep 30, 23 |
| 20 | Van Lanschot Kempen Investment Management NV | 1.08M (1.18%) | 138.09K Increased by +12.75% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 3.11M (3.39%) | 3.44K Increased by +0.11% | Nov 30, 23 |
| 2 | iShares Core S&P Mid-Cap ETF | 2.97M (3.23%) | -537.00 Decreased by -0.02% | Dec 29, 23 |
| 3 | Vanguard Small Cap Index | 2.59M (2.82%) | 11.44K Increased by +0.44% | Nov 30, 23 |
| 4 | American Century Small Cap Value Inv | 2.06M (2.25%) | 330.00K Increased by +16.02% | Sep 30, 23 |
| 5 | American Century U.S. Small Cap Value | 2.06M (2.25%) | 330.00K Increased by +16.02% | Sep 30, 23 |
| 6 | American Funds SMALLCAP World A | 2.02M (2.20%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 7 | Vanguard Small Cap Value Index Inv | 1.80M (1.96%) | 5.11K Increased by +0.28% | Nov 30, 23 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 1.45M (1.58%) | 31.12K Increased by +2.15% | Nov 30, 23 |
| 9 | Columbia Select Large Cap Value A | 1.26M (1.38%) | -61.95K Decreased by -4.90% | Nov 30, 23 |
| 10 | Columbia Focused Large Cap Value | 1.08M (1.18%) | -70.51K Decreased by -6.52% | Sep 30, 23 |
| 11 | Columbia VP Select Large Cap Value 3 | 1.06M (1.16%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 12 | Vanguard Information Technology ETF | 969.28K (1.06%) | -67.08K Decreased by -6.92% | Nov 30, 23 |
| 13 | Carillon Scout Mid Cap I | 847.69K (0.92%) | -66.51K Decreased by -7.85% | Dec 31, 23 |
| 14 | Scout Mid Cap Equity | 847.69K (0.92%) | -66.51K Decreased by -7.85% | Dec 31, 23 |
| 15 | Kempen (Lux) Global Small-Cap I | 834.45K (0.91%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 16 | SPDR® S&P MIDCAP 400 ETF Trust | 799.97K (0.87%) | -6.89K Decreased by -0.86% | Nov 30, 23 |