| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IYY | 1000.00% |
| 2 | ISCB | 1000.00% |
| 3 | ISCG | 1000.00% |
| 4 | ISCV | 1000.00% |
| 5 | ITOT | 1000.00% |
| 6 | JKJ | 1000.00% |
| 7 | IWV | 1000.00% |
| 8 | IUSG | 1000.00% |
| 9 | IUSV | 1000.00% |
| 10 | IWM | 1000.00% |
| 11 | IWO | 1000.00% |
| 12 | JKL | 1000.00% |
| 13 | JKK | 1000.00% |
| 14 | PSL | 4.62% |
| 15 | NXTE | 4.33% |
| 16 | FCUS | 4.02% |
| 17 | NEWZ | 3.45% |
| 18 | PBJ | 2.70% |
| 19 | EHLS | 2.54% |
| 20 | SRHQ | 2.51% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 12.41M (12.45%) | -294.10K Decreased by -2.37% | Mar 31, 24 |
| 2 | FMR Inc | 11.81M (11.84%) | -1.22M Decreased by -10.33% | Mar 31, 24 |
| 3 | Vanguard Group Inc | 10.72M (10.75%) | 29.36K Increased by +0.27% | Mar 31, 24 |
| 4 | State Street Corporation | 3.85M (3.86%) | 91.70K Increased by +2.38% | Mar 31, 24 |
| 5 | Renaissance Technologies Corp | 3.84M (3.86%) | -40.70K Decreased by -1.06% | Mar 31, 24 |
| 6 | Nordea Investment Mgmt Bank Demark A/s | 3.34M (3.35%) | 297.07K Increased by +8.90% | Mar 31, 24 |
| 7 | LSV Asset Management | 3.20M (3.21%) | -1.07M Decreased by -33.44% | Mar 31, 24 |
| 8 | Morgan Stanley - Brokerage Accounts | 2.76M (2.77%) | -996.18K Decreased by -36.03% | Mar 31, 24 |
| 9 | Dimensional Fund Advisors, Inc. | 2.74M (2.75%) | -62.39K Decreased by -2.28% | Mar 31, 24 |
| 10 | Citadel Advisors Llc | 2.38M (2.39%) | 845.62K Increased by +35.46% | Sep 30, 23 |
| 11 | Geode Capital Management, LLC | 2.37M (2.38%) | 89.82K Increased by +3.79% | Mar 31, 24 |
| 12 | Goldman Sachs Group Inc | 2.32M (2.33%) | -634.15K Decreased by -27.30% | Mar 31, 24 |
| 13 | UBS Asset Mgmt Americas Inc | 2.00M (2.00%) | -361.93K Decreased by -18.14% | Mar 31, 24 |
| 14 | D. E. Shaw & Co LP | 1.88M (1.89%) | 228.40K Increased by +12.12% | Mar 31, 24 |
| 15 | Amvescap Plc. | 1.36M (1.36%) | 64.97K Increased by +4.79% | Mar 31, 24 |
| 16 | Handelsbanken Fonder AB | 1.32M (1.33%) | 400.00K Increased by +30.26% | Sep 30, 23 |
| 17 | Northern Trust Corp | 1.30M (1.31%) | -92.65K Decreased by -7.10% | Mar 31, 24 |
| 18 | Bank of New York Mellon Corp | 1.14M (1.15%) | -69.05K Decreased by -6.04% | Mar 31, 24 |
| 19 | Genworth Financial Wealth Mgmt Inc | 1.08M (1.08%) | 22.59K Increased by +2.10% | Mar 31, 24 |
| 20 | Balyasny Asset Management LLC | 1.06M (1.07%) | -772.83K Decreased by -72.79% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Fidelity® Low-Priced Stock | 3.79M (3.80%) | -45.05K Decreased by -1.19% | Oct 31, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 3.21M (3.22%) | 4.62K Increased by +0.14% | May 31, 24 |
| 3 | iShares Core S&P Mid-Cap ETF | 3.13M (3.14%) | 5.17K Increased by +0.17% | Jun 28, 24 |
| 4 | Fidelity Low-Priced Stock | 2.74M (2.75%) | -647.49K Decreased by -23.61% | Apr 30, 24 |
| 5 | Vanguard Small Cap Index | 2.58M (2.59%) | 6.12K Increased by +0.24% | May 31, 24 |
| 6 | iShares Russell 2000 ETF | 2.45M (2.46%) | 65.05K Increased by +2.65% | Jun 28, 24 |
| 7 | Nordea 1 - Global Climate & Envir BI EUR | 2.14M (2.15%) | 0.00 Increased by 0.00% | May 31, 24 |
| 8 | Vanguard Small Cap Value Index Inv | 1.73M (1.73%) | -750.00 Decreased by -0.04% | May 31, 24 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 1.53M (1.54%) | 10.89K Increased by +0.71% | May 31, 24 |
| 10 | Fidelity® Series Intrinsic Opps | 1.31M (1.31%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 11 | Fidelity Global Bargain Growth Stocks MF | 1.15M (1.16%) | 298.70K Increased by +25.86% | Aug 21, 23 |
| 12 | Fidelity Global Value Growth Eq MF | 1.14M (1.14%) | -15.50K Decreased by -1.36% | Feb 20, 24 |
| 13 | Strategic Advisers® Fidelity US TtlStk | 1.09M (1.09%) | -8.56K Decreased by -0.79% | Nov 30, 23 |
| 14 | Fidelity Series Intrinsic Opps | 1.02M (1.03%) | -55.21K Decreased by -5.40% | Jan 31, 24 |
| 15 | Fidelity Small Cap Index | 1.01M (1.01%) | -4.87K Decreased by -0.48% | Apr 30, 24 |
| 16 | Fidelity® Small Cap Index | 997.30K (1.00%) | 26.64K Increased by +2.67% | Oct 31, 23 |
| 17 | Fidelity® Small Cap Growth | 974.73K (0.98%) | -1.18K Decreased by -0.12% | Oct 31, 23 |
| 18 | Strategic Advisers Fidelity US TtlStk | 932.71K (0.94%) | -9.27K Decreased by -0.99% | Feb 29, 24 |
| 19 | iShares Russell 2000 Growth ETF | 890.60K (0.89%) | 24.11K Increased by +2.71% | Jun 28, 24 |
| 20 | SPDR® S&P MIDCAP 400 ETF Trust | 836.20K (0.84%) | 9.32K Increased by +1.11% | May 31, 24 |