| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | DGRO | 1000.00% |
| 2 | IUSG | 1000.00% |
| 3 | IWR | 1000.00% |
| 4 | IWS | 1000.00% |
| 5 | IWV | 1000.00% |
| 6 | IYF | 1000.00% |
| 7 | IYG | 1000.00% |
| 8 | IYY | 1000.00% |
| 9 | JKJ | 1000.00% |
| 10 | JKL | 1000.00% |
| 11 | IUSV | 1000.00% |
| 12 | ITOT | 1000.00% |
| 13 | IWB | 1000.00% |
| 14 | ISCV | 1000.00% |
| 15 | ISCB | 1000.00% |
| 16 | IWD | 1000.00% |
| 17 | ZIG | 3.72% |
| 18 | LSAT | 3.58% |
| 19 | MGMT | 3.53% |
| 20 | RDVY | 2.22% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 37.66M (14.76%) | -1.24M Decreased by -3.28% | Mar 31, 24 |
| 2 | BlackRock Inc | 24.74M (9.70%) | -301.50K Decreased by -1.22% | Mar 31, 24 |
| 3 | JPMorgan Chase & Co | 15.24M (5.97%) | 503.58K Increased by +3.30% | Mar 31, 24 |
| 4 | Dimensional Fund Advisors, Inc. | 14.59M (5.72%) | 175.70K Increased by +1.20% | Mar 31, 24 |
| 5 | First Trust Advisors L.P. | 12.56M (4.92%) | 492.35K Increased by +3.92% | Mar 31, 24 |
| 6 | LSV Asset Management | 10.98M (4.31%) | 174.61K Increased by +1.59% | Mar 31, 24 |
| 7 | State Street Corporation | 9.44M (3.70%) | -242.82K Decreased by -2.57% | Mar 31, 24 |
| 8 | Wellington Management Company LLP | 7.30M (2.86%) | -2.17M Decreased by -29.78% | Mar 31, 24 |
| 9 | ClearBridge Advisors, LLC | 6.01M (2.36%) | 139.56K Increased by +2.32% | Mar 31, 24 |
| 10 | Geode Capital Management, LLC | 4.96M (1.94%) | 545.82K Increased by +11.01% | Mar 31, 24 |
| 11 | Allianz Asset Management AG | 4.92M (1.93%) | 1.92M Increased by +38.91% | Mar 31, 24 |
| 12 | Amvescap Plc. | 4.70M (1.84%) | 1.47M Increased by +31.32% | Mar 31, 24 |
| 13 | Northern Trust Corp | 4.36M (1.71%) | -337.71K Decreased by -7.75% | Mar 31, 24 |
| 14 | FMR Inc | 3.83M (1.50%) | 807.64K Increased by +21.09% | Sep 30, 23 |
| 15 | Goldman Sachs Group Inc | 3.61M (1.42%) | -4.02M Decreased by -111.08% | Mar 31, 24 |
| 16 | AQR Capital Management LLC | 3.47M (1.36%) | -420.60K Decreased by -12.14% | Mar 31, 24 |
| 17 | American Century Companies Inc | 3.34M (1.31%) | 21.98K Increased by +0.66% | Mar 31, 24 |
| 18 | NORGES BANK | 3.22M (1.26%) | 1.87M Increased by +58.02% | Dec 31, 23 |
| 19 | Bank of New York Mellon Corp | 3.21M (1.26%) | -295.01K Decreased by -9.18% | Dec 31, 23 |
| 20 | Ameriprise Financial Inc | 3.13M (1.23%) | -93.45K Decreased by -2.99% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | First Trust Rising Dividend Achiev ETF | 10.01M (3.92%) | 17.90K Increased by +0.18% | Jun 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 8.42M (3.30%) | 4.77K Increased by +0.06% | Jun 30, 24 |
| 3 | iShares Core S&P Mid-Cap ETF | 8.31M (3.26%) | 13.72K Increased by +0.17% | Jun 28, 24 |
| 4 | JPM US Mid Cap Value-Composite | 6.71M (2.63%) | -129.15K Decreased by -1.92% | Dec 31, 23 |
| 5 | Vanguard Small Cap Index | 6.70M (2.63%) | -179.15K Decreased by -2.67% | Jun 30, 24 |
| 6 | JPM US Mid Cap Value-MA | 6.58M (2.58%) | -72.18K Decreased by -1.10% | Jun 30, 24 |
| 7 | JPMorgan Mid Cap Value L | 6.58M (2.58%) | -72.18K Decreased by -1.10% | May 31, 24 |
| 8 | Vanguard Equity-Income Inv | 6.30M (2.47%) | -201.22K Decreased by -3.19% | Mar 31, 24 |
| 9 | Vanguard Small Cap Value Index Inv | 4.51M (1.77%) | -96.98K Decreased by -2.15% | Jun 30, 24 |
| 10 | DFA US Small Cap Value I | 4.39M (1.72%) | 33.93K Increased by +0.77% | May 31, 24 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 4.02M (1.58%) | -77.55K Decreased by -1.93% | Jun 30, 24 |
| 12 | Vanguard Explorer Inv | 3.39M (1.33%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 13 | Donald Smith & Co. All Eq Accounts Comp | 3.09M (1.21%) | -319.20K Decreased by -10.32% | Mar 31, 24 |
| 14 | JPMorgan Value Advantage L | 2.91M (1.14%) | 0.00 Increased by 0.00% | May 31, 24 |
| 15 | JPM US Value Advantage-MA | 2.73M (1.07%) | 2.63M Increased by +96.35% | Sep 30, 23 |
| 16 | Avantis US Small Cap Value ETF | 2.66M (1.04%) | 0.00 Increased by 0.00% | Jun 29, 24 |
| 17 | Vanguard Strategic Equity Inv | 2.56M (1.00%) | -51.39K Decreased by -2.01% | Mar 31, 24 |
| 18 | DFA US Targeted Value I | 2.23M (0.88%) | 0.00 Increased by 0.00% | May 31, 24 |
| 19 | SPDR® S&P MIDCAP 400 ETF Trust | 2.14M (0.84%) | -102.97K Decreased by -4.81% | Jun 30, 24 |
| 20 | First Trust SMID Cp Rising Div Achv ETF | 2.14M (0.84%) | 6.95K Increased by +0.32% | Jun 30, 24 |