| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ITOT | 1000.00% |
| 2 | IWM | 1000.00% |
| 3 | IWN | 1000.00% |
| 4 | IWO | 1000.00% |
| 5 | ISCB | 1000.00% |
| 6 | ISCV | 1000.00% |
| 7 | JKL | 1000.00% |
| 8 | IWV | 1000.00% |
| 9 | JKJ | 1000.00% |
| 10 | QINC | 3.88% |
| 11 | DIVC | 3.33% |
| 12 | ACTX_old | 1.90% |
| 13 | WBIY | 1.34% |
| 14 | EQWM | 0.62% |
| 15 | PXMG | 0.51% |
| 16 | PSCD | 0.51% |
| 17 | CSB | 0.45% |
| 18 | FYT | 0.33% |
| 19 | RNSC | 0.27% |
| 20 | SLY | 0.22% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.43M (17.31%) | -96.65K Decreased by -2.81% | Mar 31, 24 |
| 2 | Vanguard Group Inc | 2.62M (13.19%) | 6.80K Increased by +0.26% | Mar 31, 24 |
| 3 | Earnest Partners LLC | 2.04M (10.27%) | 7.59K Increased by +0.37% | Mar 31, 24 |
| 4 | Biglari Capital Corp. | 2.00M (10.08%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 5 | Charles Schwab Investment Management Inc | 911.29K (4.59%) | 193.37K Increased by +21.22% | Mar 31, 24 |
| 6 | State Street Corporation | 871.24K (4.39%) | 11.19K Increased by +1.28% | Mar 31, 24 |
| 7 | Bank of America Corp | 782.04K (3.94%) | 121.41K Increased by +15.53% | Mar 31, 24 |
| 8 | SEI Investments Co | 601.86K (3.03%) | 34.26K Increased by +5.69% | Mar 31, 24 |
| 9 | Morgan Stanley - Brokerage Accounts | 560.29K (2.82%) | 69.86K Increased by +12.47% | Mar 31, 24 |
| 10 | Geode Capital Management, LLC | 491.52K (2.48%) | 14.09K Increased by +2.87% | Mar 31, 24 |
| 11 | Dimensional Fund Advisors, Inc. | 404.72K (2.04%) | 9.49K Increased by +2.34% | Mar 31, 24 |
| 12 | Bank of New York Mellon Corp | 327.28K (1.65%) | -7.15K Decreased by -2.19% | Mar 31, 24 |
| 13 | William Blair Investment Management, LLC | 309.53K (1.56%) | 662.00 Increased by +0.21% | Mar 31, 24 |
| 14 | American Century Companies Inc | 306.38K (1.54%) | 80.97K Increased by +26.43% | Mar 31, 24 |
| 15 | Cubist Systematic Strategies, LLC | 242.71K (1.22%) | 184.64K Increased by +76.08% | Sep 30, 23 |
| 16 | Two Sigma Investments LLC | 240.18K (1.21%) | 150.40K Increased by +62.62% | Mar 31, 24 |
| 17 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 239.29K (1.21%) | 164.28K Increased by +68.66% | Mar 31, 24 |
| 18 | Northern Trust Corp | 232.89K (1.17%) | -6.04K Decreased by -2.59% | Mar 31, 24 |
| 19 | Citadel Advisors Llc | 208.59K (1.05%) | 208.22K Increased by +99.82% | Sep 30, 23 |
| 20 | Fort Washington Investment Advisors Inc | 187.69K (0.95%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.49M (7.52%) | 0.00 Increased by 0.00% | May 29, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 711.80K (3.59%) | 12.57K Increased by +1.77% | Apr 30, 24 |
| 3 | Vanguard Small Cap Index | 564.38K (2.85%) | -2.39K Decreased by -0.42% | Apr 30, 24 |
| 4 | EARNEST Partners Smid Cap Core Founders | 556.92K (2.81%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 5 | Schwab US Dividend Equity ETF™ | 510.84K (2.58%) | 108.00 Increased by +0.02% | May 30, 24 |
| 6 | iShares Russell 2000 ETF | 504.63K (2.54%) | -5.63K Decreased by -1.12% | May 29, 24 |
| 7 | EARNEST Small Cap Value | 448.18K (2.26%) | 447.51K Increased by +99.85% | Dec 31, 23 |
| 8 | Vanguard Small Cap Value Index Inv | 377.98K (1.91%) | -1.91K Decreased by -0.51% | Apr 30, 24 |
| 9 | Avantis US Small Cap Value ETF | 368.04K (1.86%) | 1.09K Increased by +0.30% | May 30, 24 |
| 10 | Harbor Small Cap Value Instl | 342.01K (1.72%) | -3.54K Decreased by -1.03% | Mar 31, 24 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 330.51K (1.67%) | -58.00 Decreased by -0.02% | Apr 30, 24 |
| 12 | EARNEST Small/Mid Cap Value | 284.15K (1.43%) | 283.72K Increased by +99.85% | Dec 31, 23 |
| 13 | iShares S&P Small-Cap 600 Value ETF | 263.34K (1.33%) | -245.00 Decreased by -0.09% | May 30, 24 |
| 14 | Fidelity Small Cap Index | 219.58K (1.11%) | -6.28K Decreased by -2.86% | Mar 31, 24 |
| 15 | Fidelity® Small Cap Index | 213.11K (1.07%) | 5.71K Increased by +2.68% | Oct 31, 23 |
| 16 | SPDR® Portfolio S&P 600 Sm Cap ETF | 195.35K (0.98%) | -280.00 Decreased by -0.14% | May 30, 24 |
| 17 | iShares Russell 2000 Growth ETF | 186.49K (0.94%) | 0.00 Increased by 0.00% | May 29, 24 |
| 18 | Schwab Fundamental US Small Company ETF | 179.08K (0.90%) | 120.00 Increased by +0.07% | May 30, 24 |
| 19 | Fort Washington Focused Equity Composite | 171.97K (0.87%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 20 | Vanguard Tax-Managed Small Cap Adm | 152.00K (0.77%) | 0.00 Increased by 0.00% | Apr 30, 24 |