| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ISCV | 1000.00% |
| 2 | ISCG | 1000.00% |
| 3 | USRT | 1000.00% |
| 4 | IWF | 1000.00% |
| 5 | IWD | 1000.00% |
| 6 | IWB | 1000.00% |
| 7 | IWP | 1000.00% |
| 8 | IWR | 1000.00% |
| 9 | IUSV | 1000.00% |
| 10 | IUSG | 1000.00% |
| 11 | JKL | 1000.00% |
| 12 | ITOT | 1000.00% |
| 13 | JKK | 1000.00% |
| 14 | JKJ | 1000.00% |
| 15 | IYY | 1000.00% |
| 16 | IWS | 1000.00% |
| 17 | IYR | 1000.00% |
| 18 | IWV | 1000.00% |
| 19 | ISCB | 1000.00% |
| 20 | SRHR | 8.38% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 12.61M (14.48%) | -96.44K Decreased by -0.76% | Jun 30, 24 |
| 2 | BlackRock Inc | 9.07M (10.42%) | 44.56K Increased by +0.49% | Jun 30, 24 |
| 3 | FMR Inc | 5.08M (5.83%) | -194.87K Decreased by -3.84% | Jun 30, 24 |
| 4 | HHG PLC | 4.13M (4.74%) | -46.13K Decreased by -1.12% | Jun 30, 24 |
| 5 | Victory Capital Management Inc. | 3.98M (4.57%) | -55.80K Decreased by -1.40% | Jun 30, 24 |
| 6 | Boston Partners Global Investors, Inc | 2.68M (3.08%) | -269.45K Decreased by -10.04% | Mar 31, 24 |
| 7 | State Street Corporation | 2.64M (3.03%) | 81.31K Increased by +3.08% | Mar 31, 24 |
| 8 | Capital World Investors | 2.00M (2.30%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 9 | Amvescap Plc. | 1.85M (2.13%) | -289.84K Decreased by -15.66% | Mar 31, 24 |
| 10 | Morgan Stanley - Brokerage Accounts | 1.80M (2.07%) | -20.13K Decreased by -1.12% | Mar 31, 24 |
| 11 | Davenport & Company LLC | 1.77M (2.03%) | 7.79K Increased by +0.44% | Mar 31, 24 |
| 12 | Geode Capital Management, LLC | 1.68M (1.93%) | 60.44K Increased by +3.60% | Mar 31, 24 |
| 13 | JPMorgan Chase & Co | 1.38M (1.59%) | -54.40K Decreased by -3.94% | Mar 31, 24 |
| 14 | Wellington Management Company LLP | 1.36M (1.56%) | 105.80K Increased by +7.79% | Jun 30, 24 |
| 15 | Dimensional Fund Advisors, Inc. | 1.33M (1.53%) | 75.95K Increased by +5.70% | Jun 30, 24 |
| 16 | Hamlin Capital Management, LLC | 1.33M (1.53%) | -12.87K Decreased by -0.97% | Jun 30, 24 |
| 17 | Bank of New York Mellon Corp | 1.15M (1.32%) | 2.11K Increased by +0.18% | Jun 30, 24 |
| 18 | Select Equity Group LP | 1.11M (1.27%) | -396.01K Decreased by -35.73% | Mar 31, 24 |
| 19 | Charles Schwab Investment Management Inc | 1.05M (1.21%) | -6.18K Decreased by -0.59% | Jun 30, 24 |
| 20 | Northern Trust Corp | 1.04M (1.19%) | -63.09K Decreased by -6.07% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Real Estate Index Investor | 3.51M (4.03%) | -10.13K Decreased by -0.29% | Jul 31, 24 |
| 2 | Victory Sycamore Established Value R | 2.77M (3.19%) | -25.00K Decreased by -0.90% | Jun 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 2.76M (3.17%) | -5.17K Decreased by -0.19% | Jul 31, 24 |
| 4 | iShares Core S&P Mid-Cap ETF | 2.75M (3.16%) | 2.30K Increased by +0.08% | Jul 31, 24 |
| 5 | Janus Henderson Enterprise D | 2.30M (2.64%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 6 | Janus Inst Mid Cap Growth CF | 2.30M (2.64%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 7 | Vanguard Small Cap Index | 2.22M (2.54%) | 8.51K Increased by +0.38% | Jul 31, 24 |
| 8 | American Funds Income Fund of Amer A | 2.00M (2.30%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 9 | JHancock Disciplined Value Mid Cap I | 1.89M (2.17%) | 7.31K Increased by +0.39% | Jun 30, 24 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 1.34M (1.54%) | 10.95K Increased by +0.82% | Jul 31, 24 |
| 11 | Fidelity US REIT Mother Fund | 793.60K (0.91%) | -380.00K Decreased by -47.88% | Mar 15, 24 |
| 12 | Hamlin Equity Income Strategy | 781.78K (0.90%) | -7.79K Decreased by -1.00% | Mar 31, 24 |
| 13 | Zacks Dividend Strategy | 773.44K (0.89%) | 62.37K Increased by +8.06% | Jun 30, 24 |
| 14 | Vanguard Small Cap Value Index Inv | 745.05K (0.86%) | 2.53K Increased by +0.34% | Jul 31, 24 |
| 15 | Fidelity Equity-Income | 712.66K (0.82%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 16 | SPDR® S&P MIDCAP 400 ETF Trust | 697.36K (0.80%) | -7.82K Decreased by -1.12% | Jul 31, 24 |
| 17 | VIP Mid Cap Initial | 633.38K (0.73%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | Vanguard Small Cap Growth Index Inv | 617.79K (0.71%) | -2.31K Decreased by -0.37% | Jul 31, 24 |
| 19 | AMOne Shinko US-REIT Open | 613.84K (0.70%) | 175.82K Increased by +28.64% | Sep 5, 23 |
| 20 | JPM US Value Advantage-MA | 601.10K (0.69%) | 580.85K Increased by +96.63% | Sep 30, 23 |