| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKL | 1000.00% |
| 2 | ISCB | 1000.00% |
| 3 | ISCV | 1000.00% |
| 4 | ITOT | 1000.00% |
| 5 | IWM | 1000.00% |
| 6 | IWN | 1000.00% |
| 7 | IWV | 1000.00% |
| 8 | JKJ | 1000.00% |
| 9 | KBWR | 1.77% |
| 10 | FSCC | 1.43% |
| 11 | KRU | 1.33% |
| 12 | KBE | 1.32% |
| 13 | KRE | 1.23% |
| 14 | XSVM | 1.07% |
| 15 | DPST | 0.97% |
| 16 | CSB | 0.91% |
| 17 | BSVO | 0.81% |
| 18 | PSCF | 0.79% |
| 19 | WBIY | 0.68% |
| 20 | FYT | 0.62% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 10.89M (14.72%) | 88.28K Increased by +0.81% | Mar 31, 24 |
| 2 | Vanguard Group Inc | 9.48M (12.82%) | 280.99K Increased by +2.96% | Mar 31, 24 |
| 3 | State Street Corporation | 5.05M (6.83%) | 457.44K Increased by +9.06% | Mar 31, 24 |
| 4 | Dimensional Fund Advisors, Inc. | 4.27M (5.77%) | 670.61K Increased by +15.72% | Mar 31, 24 |
| 5 | T. Rowe Price Investment Management,Inc. | 4.01M (5.42%) | -3.41M Decreased by -85.05% | Mar 31, 24 |
| 6 | JPMorgan Chase & Co | 3.24M (4.38%) | 518.81K Increased by +16.03% | Mar 31, 24 |
| 7 | AllianceBernstein L.P. | 2.38M (3.22%) | -71.19K Decreased by -2.99% | Mar 31, 24 |
| 8 | LSV Asset Management | 2.38M (3.21%) | -50.12K Decreased by -2.11% | Mar 31, 24 |
| 9 | American Century Companies Inc | 2.22M (3.00%) | 60.80K Increased by +2.74% | Mar 31, 24 |
| 10 | Geode Capital Management, LLC | 1.63M (2.20%) | 37.12K Increased by +2.28% | Mar 31, 24 |
| 11 | Charles Schwab Investment Management Inc | 1.62M (2.19%) | 171.35K Increased by +10.58% | Mar 31, 24 |
| 12 | Jennison Associates LLC | 1.55M (2.10%) | 93.12K Increased by +6.00% | Mar 31, 24 |
| 13 | FMR Inc | 1.54M (2.08%) | 290.23K Increased by +18.86% | Sep 30, 23 |
| 14 | Millennium Management LLC | 1.51M (2.04%) | 87.26K Increased by +5.79% | Mar 31, 24 |
| 15 | Ameriprise Financial Inc | 1.48M (2.00%) | 5.90K Increased by +0.40% | Mar 31, 24 |
| 16 | Morgan Stanley - Brokerage Accounts | 1.40M (1.89%) | -50.07K Decreased by -3.59% | Mar 31, 24 |
| 17 | Bank of New York Mellon Corp | 1.27M (1.72%) | -51.84K Decreased by -4.07% | Mar 31, 24 |
| 18 | Royce & Associates, LP | 1.26M (1.70%) | 110.78K Increased by +8.81% | Mar 31, 24 |
| 19 | Goldman Sachs Group Inc | 982.01K (1.33%) | -888.47K Decreased by -90.47% | Mar 31, 24 |
| 20 | Aristotle Capital Boston, LLC | 936.66K (1.27%) | -35.59K Decreased by -3.80% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 4.84M (6.54%) | 0.00 Increased by 0.00% | Jun 28, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 2.40M (3.25%) | 4.67K Increased by +0.19% | May 31, 24 |
| 3 | Vanguard Small Cap Index | 1.90M (2.56%) | 4.50K Increased by +0.24% | May 31, 24 |
| 4 | T. Rowe Price Small-Cap Value | 1.72M (2.33%) | -1.40M Decreased by -81.35% | Mar 31, 24 |
| 5 | iShares Russell 2000 ETF | 1.69M (2.29%) | 0.00 Increased by 0.00% | Jun 28, 24 |
| 6 | JPM Small Cap Equity-MA | 1.66M (2.25%) | 1.64M Increased by +98.95% | Jun 30, 24 |
| 7 | JPM US Small Cap Core-Composite | 1.66M (2.25%) | 18.55K Increased by +1.12% | Jun 30, 24 |
| 8 | JPMorgan Small Cap Equity A | 1.66M (2.25%) | 0.00 Increased by 0.00% | May 31, 24 |
| 9 | Vanguard Small Cap Value Index Inv | 1.27M (1.72%) | -521.00 Decreased by -0.04% | May 31, 24 |
| 10 | DFA US Small Cap Value I | 1.18M (1.60%) | 117.03K Increased by +9.89% | May 31, 24 |
| 11 | Avantis US Small Cap Value ETF | 1.14M (1.54%) | 2.20K Increased by +0.19% | Jun 29, 24 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 1.11M (1.51%) | 6.83K Increased by +0.61% | May 31, 24 |
| 13 | T. Rowe Price Small-Cap Stock | 997.07K (1.35%) | -1.50K Decreased by -0.15% | Dec 31, 23 |
| 14 | T. Rowe Price US Small-Cap Core Equity | 997.07K (1.35%) | -1.50K Decreased by -0.15% | Dec 31, 23 |
| 15 | SPDR® S&P Regional Banking ETF | 993.90K (1.34%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 16 | FIAM Small Cap Core Composite | 968.78K (1.31%) | 175.98K Increased by +18.16% | Sep 30, 23 |
| 17 | T. Rowe Price U.S. SC Value Eq Tr-Z | 901.33K (1.22%) | -599.40K Decreased by -66.50% | Mar 31, 24 |
| 18 | American Century Small Cap Value Inv | 850.00K (1.15%) | -116.36K Decreased by -13.69% | Mar 31, 24 |
| 19 | American Century U.S. Small Cap Value | 850.00K (1.15%) | -116.36K Decreased by -13.69% | Mar 31, 24 |
| 20 | iShares S&P Small-Cap 600 Value ETF | 821.08K (1.11%) | 0.00 Increased by 0.00% | Jun 28, 24 |