| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKJ | 1000.00% |
| 2 | IWV | 1000.00% |
| 3 | IWS | 1000.00% |
| 4 | IWR | 1000.00% |
| 5 | IYC | 1000.00% |
| 6 | IWD | 1000.00% |
| 7 | IWB | 1000.00% |
| 8 | IYY | 1000.00% |
| 9 | IUSV | 1000.00% |
| 10 | ITOT | 1000.00% |
| 11 | ISCV | 1000.00% |
| 12 | ISCB | 1000.00% |
| 13 | FITS | 1.71% |
| 14 | FXD | 1.15% |
| 15 | BFIT | 0.70% |
| 16 | PMOM | 0.66% |
| 17 | FYT | 0.60% |
| 18 | HART | 0.47% |
| 19 | RFV | 0.36% |
| 20 | FYX | 0.30% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 18.20M (5.21%) | 1.27M Increased by +6.97% | Sep 30, 23 |
| 2 | BlackRock Inc | 16.95M (4.86%) | 85.39K Increased by +0.50% | Sep 30, 23 |
| 3 | State Street Corporation | 10.61M (3.04%) | -12.68K Decreased by -0.12% | Sep 30, 23 |
| 4 | Alyeska Investment Group, L.P. | 7.74M (2.22%) | 4.90M Increased by +63.24% | Sep 30, 23 |
| 5 | Dimensional Fund Advisors, Inc. | 5.52M (1.58%) | 1.02M Increased by +18.50% | Sep 30, 23 |
| 6 | Disciplined Growth Investors Inc | 5.16M (1.48%) | -12.34K Decreased by -0.24% | Sep 30, 23 |
| 7 | Loomis, Sayles & Company LP | 4.77M (1.37%) | -28.21K Decreased by -0.59% | Sep 30, 23 |
| 8 | Charles Schwab Investment Management Inc | 3.94M (1.13%) | 1.56M Increased by +39.45% | Sep 30, 23 |
| 9 | First Trust Advisors L.P. | 3.68M (1.06%) | 1.70M Increased by +46.06% | Sep 30, 23 |
| 10 | HHG PLC | 2.91M (0.83%) | 2.83M Increased by +97.15% | Sep 30, 23 |
| 11 | Geode Capital Management, LLC | 2.83M (0.81%) | 50.93K Increased by +1.80% | Sep 30, 23 |
| 12 | Qube Research & Technologies | 2.58M (0.74%) | -1.50M Decreased by -58.04% | Sep 30, 23 |
| 13 | Sarasin & Partners LLP | 2.57M (0.74%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 14 | Morgan Stanley - Brokerage Accounts | 2.57M (0.74%) | 40.71K Increased by +1.59% | Sep 30, 23 |
| 15 | Balyasny Asset Management LLC | 2.09M (0.60%) | -690.26K Decreased by -32.97% | Sep 30, 23 |
| 16 | Millennium Management LLC | 1.72M (0.49%) | 181.87K Increased by +10.56% | Sep 30, 23 |
| 17 | Bank of New York Mellon Corp | 1.63M (0.47%) | -124.52K Decreased by -7.63% | Sep 30, 23 |
| 18 | Glenmede Trust Co NA | 1.57M (0.45%) | 1.57M Increased by +100.00% | Sep 30, 23 |
| 19 | Point72 Asset Management, L.P. | 1.53M (0.44%) | 977.62K Increased by +64.05% | Sep 30, 23 |
| 20 | Marshall Wace Asset Management Ltd | 1.51M (0.43%) | 1.33M Increased by +88.18% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 6.73M (1.93%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 2 | iShares Core S&P Mid-Cap ETF | 5.73M (1.64%) | -1.04K Decreased by -0.02% | Dec 29, 23 |
| 3 | Vanguard Small Cap Index | 5.01M (1.43%) | 14.97K Increased by +0.30% | Nov 30, 23 |
| 4 | Vanguard Small Cap Value Index Inv | 3.46M (0.99%) | 37.79K Increased by +1.09% | Nov 30, 23 |
| 5 | Janus Henderson Small Cap Value L | 2.74M (0.78%) | 2.74M Increased by +100.00% | Sep 30, 23 |
| 6 | First Trust Cnsmr Discret AlphaDEX® ETF | 2.51M (0.72%) | 5.18K Increased by +0.21% | Dec 28, 23 |
| 7 | JSS Sustainable Eq Glb Th P EUR dist | 2.45M (0.70%) | 120.00 Increased by +0.00% | Nov 30, 23 |
| 8 | Schwab US Small-Cap ETF™ | 1.69M (0.48%) | 756.00 Increased by +0.04% | Dec 30, 23 |
| 9 | DFA US Targeted Value I | 1.66M (0.48%) | -26.38K Decreased by -1.59% | Nov 30, 23 |
| 10 | Schwab Fundamental US Small Company ETF | 1.63M (0.47%) | 1.16K Increased by +0.07% | Dec 30, 23 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 1.59M (0.46%) | 92.70K Increased by +5.83% | Nov 30, 23 |
| 12 | SPDR® S&P MIDCAP 400 ETF Trust | 1.51M (0.43%) | -13.01K Decreased by -0.86% | Nov 30, 23 |
| 13 | Glenmede Small Cap Equity Adv | 1.43M (0.41%) | 1.43M Increased by +100.00% | Sep 30, 23 |
| 14 | Glenmede Small Cap Equity | 1.39M (0.40%) | -40.56K Decreased by -2.92% | Dec 31, 23 |
| 15 | State St Russell Sm/Mid Cp® Indx NL Cl C | 1.13M (0.32%) | -67.40K Decreased by -5.99% | Dec 31, 23 |
| 16 | iShares S&P Mid-Cap 400 Value ETF | 1.11M (0.32%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 17 | Fidelity® Extended Market Index | 1.10M (0.31%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | DFA US Small Cap Value I | 894.89K (0.26%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | State St S&P Midcap® Indx SL Cl II | 889.76K (0.25%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 20 | BlackRock Mid-Cap Value Institutional | 872.54K (0.25%) | -13.95K Decreased by -1.60% | Nov 30, 23 |