| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IAI | 1000.00% |
| 2 | JKJ | 1000.00% |
| 3 | IYY | 1000.00% |
| 4 | IYG | 1000.00% |
| 5 | IYF | 1000.00% |
| 6 | IWV | 1000.00% |
| 7 | IWS | 1000.00% |
| 8 | IWR | 1000.00% |
| 9 | IWD | 1000.00% |
| 10 | IWB | 1000.00% |
| 11 | ITOT | 1000.00% |
| 12 | ISCV | 1000.00% |
| 13 | ISCB | 1000.00% |
| 14 | BIDS | 4.59% |
| 15 | ZIG | 3.11% |
| 16 | DIV | 2.13% |
| 17 | KCE | 1.81% |
| 18 | DGRS | 1.26% |
| 19 | CSB | 1.05% |
| 20 | DEEP | 0.95% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 9.60M (11.29%) | -144.66K Decreased by -1.51% | Sep 30, 23 |
| 2 | William Blair Investment Management, LLC | 8.35M (9.81%) | 588.75K Increased by +7.05% | Sep 30, 23 |
| 3 | BlackRock Inc | 4.14M (4.87%) | -187.78K Decreased by -4.54% | Sep 30, 23 |
| 4 | Renaissance Technologies Corp | 4.06M (4.77%) | -140.30K Decreased by -3.46% | Sep 30, 23 |
| 5 | Prudential Financial Inc | 3.36M (3.95%) | -558.81K Decreased by -16.65% | Sep 30, 23 |
| 6 | Millennium Management LLC | 3.01M (3.53%) | 1.84M Increased by +61.08% | Sep 30, 23 |
| 7 | FMR Inc | 2.52M (2.97%) | -406.76K Decreased by -16.13% | Sep 30, 23 |
| 8 | AQR Capital Management LLC | 2.24M (2.64%) | -322.31K Decreased by -14.37% | Sep 30, 23 |
| 9 | State Street Corporation | 2.06M (2.43%) | 183.12K Increased by +8.87% | Sep 30, 23 |
| 10 | D. E. Shaw & Co LP | 1.98M (2.32%) | 62.58K Increased by +3.17% | Sep 30, 23 |
| 11 | Dimensional Fund Advisors, Inc. | 1.78M (2.09%) | -82.08K Decreased by -4.62% | Sep 30, 23 |
| 12 | Ameriprise Financial Inc | 1.68M (1.98%) | -814.58K Decreased by -48.36% | Sep 30, 23 |
| 13 | Geode Capital Management, LLC | 1.42M (1.67%) | 66.08K Increased by +4.65% | Sep 30, 23 |
| 14 | Capital World Investors | 1.12M (1.32%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 15 | Charles Schwab Investment Management Inc | 1.04M (1.22%) | 126.97K Increased by +12.24% | Sep 30, 23 |
| 16 | Susquehanna International Group, LLP | 997.15K (1.17%) | -11.89K Decreased by -1.19% | Sep 30, 23 |
| 17 | Northern Trust Corp | 959.92K (1.13%) | -57.78K Decreased by -6.02% | Sep 30, 23 |
| 18 | Bank of New York Mellon Corp | 820.60K (0.96%) | -9.82K Decreased by -1.20% | Sep 30, 23 |
| 19 | Mirae Asset Global Investments (Korea) Co Ltd | 817.06K (0.96%) | 13.44K Increased by +1.65% | Sep 30, 23 |
| 20 | Jacobs Levy Equity Management, Inc. | 801.02K (0.94%) | 489.26K Increased by +61.08% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 2.82M (3.31%) | 5.46K Increased by +0.19% | Nov 30, 23 |
| 2 | Vanguard Small Cap Index | 2.31M (2.72%) | 6.23K Increased by +0.27% | Nov 30, 23 |
| 3 | Vanguard Small Cap Value Index Inv | 1.61M (1.89%) | 5.55K Increased by +0.34% | Nov 30, 23 |
| 4 | Vanguard Institutional Extnd Mkt Idx Tr | 1.35M (1.59%) | 7.70K Increased by +0.57% | Nov 30, 23 |
| 5 | American Funds SMALLCAP World A | 1.12M (1.32%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 6 | William Blair Small-Mid Cap Growth CIT | 1.08M (1.28%) | -16.29K Decreased by -1.50% | Nov 30, 23 |
| 7 | William Blair Small-Mid Cap Growth I | 1.00M (1.18%) | -25.20K Decreased by -2.52% | Nov 30, 23 |
| 8 | CT American Smaller Coms(US) InstAccGBP | 770.30K (0.91%) | -26.34K Decreased by -3.42% | Nov 30, 23 |
| 9 | Global X SuperDividend™ US ETF | 674.96K (0.79%) | -380.00 Decreased by -0.06% | Dec 29, 23 |
| 10 | Fidelity® Balanced | 610.47K (0.72%) | -431.00 Decreased by -0.07% | Oct 31, 23 |
| 11 | Glenmede Small Cap Equity Adv | 570.96K (0.67%) | -11.79K Decreased by -2.07% | Sep 30, 23 |
| 12 | Glenmede Small Cap Equity | 555.16K (0.65%) | -15.80K Decreased by -2.85% | Dec 31, 23 |
| 13 | State St Russell Sm/Mid Cp® Indx NL Cl C | 531.49K (0.62%) | 16.80K Increased by +3.16% | Dec 31, 23 |
| 14 | Fidelity® Extended Market Index | 503.70K (0.59%) | 15.29K Increased by +3.04% | Nov 30, 23 |
| 15 | PSF PGIM Flexible Managed Portfolio I | 501.50K (0.59%) | 82.10K Increased by +16.37% | Nov 30, 23 |
| 16 | Strategic Advisers® Small-Mid Cap | 487.97K (0.57%) | 36.55K Increased by +7.49% | Oct 31, 23 |
| 17 | Schwab Fundamental US Small Company ETF | 473.74K (0.56%) | 338.00 Increased by +0.07% | Dec 30, 23 |
| 18 | Vanguard Strategic Equity Inv | 473.27K (0.56%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 19 | CT (Lux) American Smaller Com 9U USD | 467.40K (0.55%) | 12.32K Increased by +2.64% | Nov 30, 23 |
| 20 | William Blair US SMID Growth I USD Acc | 442.90K (0.52%) | 14.11K Increased by +3.19% | Dec 31, 23 |