| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWD | 1000.00% |
| 2 | IWS | 1000.00% |
| 3 | JKJ | 1000.00% |
| 4 | IYY | 1000.00% |
| 5 | IYC | 1000.00% |
| 6 | IWV | 1000.00% |
| 7 | ISCB | 1000.00% |
| 8 | ISCV | 1000.00% |
| 9 | ITOT | 1000.00% |
| 10 | IUSV | 1000.00% |
| 11 | IWB | 1000.00% |
| 12 | IWR | 1000.00% |
| 13 | RFV | 0.36% |
| 14 | GVLU | 0.32% |
| 15 | DFSV | 0.16% |
| 16 | SMDY | 0.14% |
| 17 | SMLF | 0.14% |
| 18 | RWK | 0.12% |
| 19 | MDYV | 0.11% |
| 20 | IVOV | 0.10% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BDT Capital Partners, LLC | 35.03M (10.04%) | 1.77M Increased by +5.05% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 19.59M (5.61%) | 499.16K Increased by +2.55% | Sep 30, 23 |
| 3 | BlackRock Inc | 16.98M (4.87%) | 943.39K Increased by +5.56% | Sep 30, 23 |
| 4 | ArrowMark Colorado Holdings, LLC (ArrowMark Partners) | 8.56M (2.45%) | 2.42K Increased by +0.03% | Sep 30, 23 |
| 5 | Dimensional Fund Advisors, Inc. | 7.14M (2.05%) | 1.85M Increased by +25.90% | Sep 30, 23 |
| 6 | State Street Corporation | 5.69M (1.63%) | 298.17K Increased by +5.24% | Sep 30, 23 |
| 7 | Victory Capital Management Inc. | 4.70M (1.35%) | 381.54K Increased by +8.11% | Sep 30, 23 |
| 8 | Massachusetts Financial Services Company | 4.20M (1.20%) | 50.47K Increased by +1.20% | Sep 30, 23 |
| 9 | D. E. Shaw & Co LP | 4.15M (1.19%) | -1.03M Decreased by -24.84% | Sep 30, 23 |
| 10 | Dorsal Capital Management LLC | 3.00M (0.86%) | 1.80M Increased by +60.00% | Sep 30, 23 |
| 11 | Geode Capital Management, LLC | 2.98M (0.85%) | 239.55K Increased by +8.04% | Sep 30, 23 |
| 12 | Invenomic Capital Management, LP | 2.63M (0.75%) | 1.19M Increased by +45.42% | Sep 30, 23 |
| 13 | Neuberger Berman Group LLC | 1.90M (0.54%) | 9.51K Increased by +0.50% | Sep 30, 23 |
| 14 | Morgan Stanley - Brokerage Accounts | 1.61M (0.46%) | -257.35K Decreased by -16.01% | Sep 30, 23 |
| 15 | Bank of New York Mellon Corp | 1.53M (0.44%) | -24.90K Decreased by -1.63% | Sep 30, 23 |
| 16 | Nuveen Asset Management, LLC | 1.45M (0.42%) | 367.02K Increased by +25.31% | Sep 30, 23 |
| 17 | Northern Trust Corp | 1.35M (0.39%) | 50.56K Increased by +3.74% | Sep 30, 23 |
| 18 | ING Groep NV | 1.03M (0.30%) | 1.03M Increased by +100.00% | Sep 30, 23 |
| 19 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1.01M (0.29%) | 257.82K Increased by +25.51% | Sep 30, 23 |
| 20 | CI Private Wealth LLC | 993.63K (0.28%) | 255.61K Increased by +25.73% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 6.15M (1.76%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 5.44M (1.56%) | 18.95K Increased by +0.35% | Nov 30, 23 |
| 3 | Vanguard Small Cap Index | 5.05M (1.45%) | 15.88K Increased by +0.31% | Nov 30, 23 |
| 4 | Vanguard Institutional Extnd Mkt Idx Tr | 4.12M (1.18%) | 9.32K Increased by +0.23% | Nov 30, 23 |
| 5 | Vanguard Explorer Inv | 3.86M (1.11%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 6 | Vanguard Small Cap Value Index Inv | 3.53M (1.01%) | -5.61K Decreased by -0.16% | Nov 30, 23 |
| 7 | MFS New Discovery Value I | 3.37M (0.97%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 8 | DFA US Small Cap Value I | 2.56M (0.73%) | 301.83K Increased by +11.80% | Oct 31, 23 |
| 9 | Meridian Growth Legacy | 1.69M (0.48%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 10 | DFA US Targeted Value I | 1.60M (0.46%) | 332.61K Increased by +20.74% | Oct 31, 23 |
| 11 | SPDR® S&P MIDCAP 400 ETF Trust | 1.60M (0.46%) | -13.79K Decreased by -0.86% | Nov 30, 23 |
| 12 | Invenomic Institutional | 1.42M (0.41%) | 889.31K Increased by +62.55% | Jul 31, 23 |
| 13 | State St Russell Sm/Mid Cp® Indx NL Cl C | 1.26M (0.36%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 14 | iShares S&P Mid-Cap 400 Value ETF | 1.23M (0.35%) | -949.00 Decreased by -0.08% | Nov 30, 23 |
| 15 | Victory RS Small Cap Growth A | 1.09M (0.31%) | 125.71K Increased by +11.53% | Sep 30, 23 |
| 16 | Victory RS Small Cap Growth CIT N | 1.09M (0.31%) | 125.71K Increased by +11.53% | Sep 30, 23 |
| 17 | CREF Stock R1 | 1.09M (0.31%) | -4.65K Decreased by -0.43% | Oct 31, 23 |
| 18 | Neuberger Berman Intrinsic Value I | 1.02M (0.29%) | 332.09K Increased by +32.55% | Nov 30, 23 |
| 19 | Fidelity® Extended Market Index | 1.00M (0.29%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 20 | Vanguard VIF Small Co Gr | 968.29K (0.28%) | 0.00 Increased by 0.00% | Sep 30, 23 |