| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ISCV | 1000.00% |
| 2 | IWR | 1000.00% |
| 3 | IWD | 1000.00% |
| 4 | IWB | 1000.00% |
| 5 | IGM | 1000.00% |
| 6 | ISCB | 1000.00% |
| 7 | ISCG | 1000.00% |
| 8 | IUSG | 1000.00% |
| 9 | ITOT | 1000.00% |
| 10 | JKK | 1000.00% |
| 11 | JKJ | 1000.00% |
| 12 | IYY | 1000.00% |
| 13 | IWV | 1000.00% |
| 14 | IWS | 1000.00% |
| 15 | CSD | 4.30% |
| 16 | GLRY | 3.09% |
| 17 | HAIL | 1.17% |
| 18 | DBLV | 1.10% |
| 19 | LSAF | 1.02% |
| 20 | RFG | 0.74% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 16.48M (10.73%) | 264.88K Increased by +1.61% | Sep 30, 23 |
| 2 | BlackRock Inc | 13.74M (8.94%) | 24.18K Increased by +0.18% | Sep 30, 23 |
| 3 | FMR Inc | 13.49M (8.79%) | 2.77M Increased by +20.51% | Sep 30, 23 |
| 4 | Putnam Investments LLC | 6.91M (4.50%) | -89.32K Decreased by -1.29% | Sep 30, 23 |
| 5 | T. Rowe Price Investment Management,Inc. | 6.02M (3.92%) | -878.06K Decreased by -14.58% | Sep 30, 23 |
| 6 | State Street Corporation | 4.77M (3.10%) | 26.11K Increased by +0.55% | Sep 30, 23 |
| 7 | Turtle Creek Asset Management Inc. | 3.39M (2.21%) | 76.65K Increased by +2.26% | Sep 30, 23 |
| 8 | River Road Asset Management, LLC | 3.13M (2.04%) | -287.10K Decreased by -9.18% | Sep 30, 23 |
| 9 | Artisan Partners Limited Partnership | 2.62M (1.71%) | -274.39K Decreased by -10.47% | Sep 30, 23 |
| 10 | Geode Capital Management, LLC | 2.33M (1.51%) | 50.76K Increased by +2.18% | Sep 30, 23 |
| 11 | Mackenzie Investments | 2.32M (1.51%) | -107.69K Decreased by -4.65% | Sep 30, 23 |
| 12 | CI Private Wealth LLC | 2.27M (1.48%) | 37.46K Increased by +1.65% | Sep 30, 23 |
| 13 | Thompson, Siegel & Walmsley LLC | 2.26M (1.47%) | 75.11K Increased by +3.33% | Sep 30, 23 |
| 14 | Dimensional Fund Advisors, Inc. | 2.02M (1.31%) | 228.30K Increased by +11.31% | Sep 30, 23 |
| 15 | Nuveen Asset Management, LLC | 1.81M (1.18%) | -736.00 Decreased by -0.04% | Sep 30, 23 |
| 16 | Cramer Rosenthal McGlynn LLC | 1.80M (1.17%) | -106.29K Decreased by -5.92% | Sep 30, 23 |
| 17 | Bank of New York Mellon Corp | 1.70M (1.11%) | -5.38K Decreased by -0.32% | Sep 30, 23 |
| 18 | Anchor Capital Advisors Inc | 1.66M (1.08%) | -83.60K Decreased by -5.04% | Sep 30, 23 |
| 19 | Royce & Associates, LP | 1.59M (1.03%) | 107.98K Increased by +6.81% | Sep 30, 23 |
| 20 | Brandywine Global Investment Mgmt LLC | 1.57M (1.02%) | -195.70K Decreased by -12.50% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 4.86M (3.16%) | 5.90K Increased by +0.12% | Nov 30, 23 |
| 2 | iShares Core S&P Mid-Cap ETF | 4.68M (3.05%) | -848.00 Decreased by -0.02% | Dec 29, 23 |
| 3 | Putnam Large Cap Value A | 4.03M (2.62%) | 81.01K Increased by +2.01% | Dec 31, 23 |
| 4 | Vanguard Small Cap Index | 4.01M (2.61%) | 17.36K Increased by +0.43% | Nov 30, 23 |
| 5 | Putnam US Large Cap Value Equity | 3.95M (2.57%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 6 | Fidelity® Low-Priced Stock | 3.79M (2.47%) | -3.94K Decreased by -0.10% | Oct 31, 23 |
| 7 | Vanguard Small Cap Value Index Inv | 2.79M (1.81%) | 9.26K Increased by +0.33% | Nov 30, 23 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 2.24M (1.46%) | 47.88K Increased by +2.14% | Nov 30, 23 |
| 9 | Fidelity® Small Cap Value | 1.64M (1.07%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 10 | T. Rowe Price Small-Cap Value | 1.53M (0.99%) | -604.90K Decreased by -39.64% | Sep 30, 23 |
| 11 | Mackenzie US Mid Cap Opportunities F | 1.51M (0.99%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 12 | Fidelity® Series Stk Selec Lg Cp Val | 1.49M (0.97%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 13 | Vanguard Information Technology ETF | 1.44M (0.94%) | -126.82K Decreased by -8.81% | Nov 30, 23 |
| 14 | T. Rowe Price Small-Cap Stock | 1.30M (0.85%) | -1.90K Decreased by -0.15% | Sep 30, 23 |
| 15 | T. Rowe Price US Small-Cap Core Equity | 1.30M (0.85%) | -1.90K Decreased by -0.15% | Sep 30, 23 |
| 16 | SPDR® S&P MIDCAP 400 ETF Trust | 1.24M (0.81%) | -10.68K Decreased by -0.86% | Nov 30, 23 |
| 17 | Artisan Mid Cap Value Investor | 1.15M (0.75%) | -82.26K Decreased by -7.18% | Sep 30, 23 |
| 18 | Artisan U.S. Mid-Cap Value | 1.15M (0.75%) | -82.26K Decreased by -7.18% | Sep 30, 23 |
| 19 | Fidelity® Small Cap Growth | 1.13M (0.74%) | -1.37K Decreased by -0.12% | Oct 31, 23 |
| 20 | Franklin Small Cap Growth Adv | 1.09M (0.71%) | 0.00 Increased by 0.00% | Nov 30, 23 |