| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWP | 1000.00% |
| 2 | IWR | 1000.00% |
| 3 | IYY | 1000.00% |
| 4 | IYG | 1000.00% |
| 5 | IYF | 1000.00% |
| 6 | DVY | 1000.00% |
| 7 | IWV | 1000.00% |
| 8 | IWS | 1000.00% |
| 9 | IAI | 1000.00% |
| 10 | ITOT | 1000.00% |
| 11 | IWB | 1000.00% |
| 12 | IWD | 1000.00% |
| 13 | IWF | 1000.00% |
| 14 | AZTD | 4.58% |
| 15 | SAEF | 1.46% |
| 16 | DVYL | 0.66% |
| 17 | PMOM | 0.52% |
| 18 | VBR | 0.14% |
| 19 | SKOR | 0.09% |
| 20 | SMLF | 0.09% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 10.68M (12.18%) | 10.68M Increased by +100.00% | Mar 31, 24 |
| 2 | FMR Inc | 9.54M (10.88%) | 9.54M Increased by +100.00% | Mar 31, 24 |
| 3 | BlackRock Inc | 7.08M (8.07%) | 7.08M Increased by +100.00% | Mar 31, 24 |
| 4 | Ariel Investments, LLC | 6.32M (7.21%) | 6.32M Increased by +100.00% | Mar 31, 24 |
| 5 | Morgan Stanley - Brokerage Accounts | 3.66M (4.18%) | 3.66M Increased by +100.00% | Mar 31, 24 |
| 6 | TD Global Investment Solutions – TD Epoch | 2.08M (2.38%) | 2.08M Increased by +100.00% | Mar 31, 24 |
| 7 | Principal Financial Group Inc | 1.96M (2.24%) | 1.96M Increased by +100.00% | Mar 31, 24 |
| 8 | State Street Corporation | 1.77M (2.02%) | 1.77M Increased by +100.00% | Mar 31, 24 |
| 9 | Geode Capital Management, LLC | 1.73M (1.97%) | 1.73M Increased by +100.00% | Mar 31, 24 |
| 10 | Fisher Asset Management, LLC | 1.65M (1.88%) | 1.65M Increased by +100.00% | Mar 31, 24 |
| 11 | HHG PLC | 1.57M (1.79%) | 1.57M Increased by +100.00% | Mar 31, 24 |
| 12 | Alyeska Investment Group, L.P. | 1.54M (1.75%) | 451.06K Increased by +29.34% | Mar 31, 24 |
| 13 | Charles Schwab Investment Management Inc | 1.10M (1.26%) | 1.10M Increased by +100.00% | Mar 31, 24 |
| 14 | UBS Group AG | 1.02M (1.16%) | 466.30K Increased by +45.76% | Sep 30, 23 |
| 15 | Royce & Associates, LP | 968.87K (1.10%) | 968.87K Increased by +100.00% | Mar 31, 24 |
| 16 | Two Sigma Advisers, LLC | 856.60K (0.98%) | 856.60K Increased by +100.00% | Mar 31, 24 |
| 17 | HSBC Holdings PLC | 791.16K (0.90%) | 574.38K Increased by +72.60% | Sep 30, 23 |
| 18 | Southeastern Asset Management Inc | 713.69K (0.81%) | -1.04M Decreased by -146.12% | Sep 30, 23 |
| 19 | Two Sigma Investments LLC | 620.50K (0.71%) | 620.50K Increased by +100.00% | Mar 31, 24 |
| 20 | Invenomic Capital Management, LP | 616.98K (0.70%) | -51.70K Decreased by -8.38% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 3.38M (3.86%) | 2.42K Increased by +0.07% | Jun 30, 24 |
| 2 | Vanguard Small Cap Index | 2.69M (3.07%) | -40.52K Decreased by -1.50% | Jun 30, 24 |
| 3 | Fidelity® Low-Priced Stock | 2.69M (3.07%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 4 | Fidelity Low-Priced Stock | 2.59M (2.95%) | -18.47K Decreased by -0.71% | Apr 30, 24 |
| 5 | iShares Select Dividend ETF | 2.37M (2.70%) | -789.00 Decreased by -0.03% | Jun 28, 24 |
| 6 | American Funds SMALLCAP World A | 2.18M (2.48%) | 2.18M Increased by +100.00% | Jun 30, 24 |
| 7 | Ariel Fund Investor | 2.18M (2.48%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 8 | Vanguard Small Cap Value Index Inv | 1.81M (2.07%) | -16.14K Decreased by -0.89% | Jun 30, 24 |
| 9 | Schwab US Dividend Equity ETF™ | 1.78M (2.03%) | -1.03K Decreased by -0.06% | Jan 31, 24 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 1.70M (1.94%) | 3.30K Increased by +0.19% | Jun 30, 24 |
| 11 | Fidelity Small Cap Value Fund | 1.03M (1.17%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 12 | Fidelity® Small Cap Value | 1.03M (1.17%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 13 | Xtrackers S&P 500 Swap ETF 1C | 1.00M (1.14%) | -300.00K Decreased by -30.00% | Jan 31, 24 |
| 14 | Fidelity Series Small Cap Opps | 949.47K (1.08%) | -8.00K Decreased by -0.84% | Apr 30, 24 |
| 15 | Fidelity® Series Small Cap Opps | 937.44K (1.07%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 16 | Janus Henderson Mid Cap Value L | 791.60K (0.90%) | 0.00 Increased by 0.00% | May 31, 24 |
| 17 | Fidelity® Mid-Cap Stock | 730.39K (0.83%) | -5.63K Decreased by -0.77% | Oct 31, 23 |
| 18 | Strategic Advisers Fidelity US TtlStk | 729.62K (0.83%) | 7.70K Increased by +1.06% | Dec 31, 23 |
| 19 | Fidelity Mid-Cap Stock | 724.93K (0.83%) | 0.00 Increased by 0.00% | May 31, 24 |
| 20 | Strategic Advisers® Fidelity US TtlStk | 721.91K (0.82%) | -68.40K Decreased by -9.47% | Oct 31, 23 |