| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IMCV | 1000.00% |
| 2 | ILCB | 1000.00% |
| 3 | ILCG | 1000.00% |
| 4 | ILCV | 1000.00% |
| 5 | JKI | 1000.00% |
| 6 | JKG | 1000.00% |
| 7 | IMCB | 1000.00% |
| 8 | JKF | 1000.00% |
| 9 | IMCG | 1000.00% |
| 10 | JKE | 1000.00% |
| 11 | JKD | 1000.00% |
| 12 | IYY | 1000.00% |
| 13 | IYH | 1000.00% |
| 14 | IXJ | 1000.00% |
| 15 | IWV | 1000.00% |
| 16 | IWS | 1000.00% |
| 17 | IWR | 1000.00% |
| 18 | IWP | 1000.00% |
| 19 | IWF | 1000.00% |
| 20 | IWD | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 8.25M (11.45%) | -15.53K Decreased by -0.19% | Sep 30, 23 |
| 2 | BlackRock Inc | 6.40M (8.88%) | 803.27K Increased by +12.56% | Sep 30, 23 |
| 3 | JPMorgan Chase & Co | 4.07M (5.66%) | 794.56K Increased by +19.51% | Sep 30, 23 |
| 4 | State Street Corporation | 3.03M (4.21%) | -17.57K Decreased by -0.58% | Sep 30, 23 |
| 5 | Edgewood Management LLC | 2.86M (3.97%) | -420.59K Decreased by -14.72% | Sep 30, 23 |
| 6 | Wellington Management Company LLP | 2.29M (3.18%) | -226.93K Decreased by -9.90% | Sep 30, 23 |
| 7 | Geode Capital Management, LLC | 1.63M (2.26%) | 31.84K Increased by +1.96% | Sep 30, 23 |
| 8 | Polen Capital | 1.54M (2.14%) | -37.91K Decreased by -2.45% | Sep 30, 23 |
| 9 | Sands Capital Management, LLC | 1.53M (2.13%) | -528.85K Decreased by -34.53% | Sep 30, 23 |
| 10 | AllianceBernstein L.P. | 1.34M (1.86%) | 188.62K Increased by +14.12% | Sep 30, 23 |
| 11 | Capital World Investors | 1.29M (1.78%) | -828.23K Decreased by -64.45% | Sep 30, 23 |
| 12 | Bank of New York Mellon Corp | 1.23M (1.71%) | 29.50K Increased by +2.40% | Sep 30, 23 |
| 13 | Nuveen Asset Management, LLC | 1.17M (1.63%) | -89.78K Decreased by -7.65% | Sep 30, 23 |
| 14 | Brown Advisory Holdings Inc | 1.07M (1.48%) | -30.44K Decreased by -2.85% | Sep 30, 23 |
| 15 | Morgan Stanley - Brokerage Accounts | 1.02M (1.41%) | 90.58K Increased by +8.90% | Sep 30, 23 |
| 16 | Amvescap Plc. | 960.27K (1.33%) | 128.27K Increased by +13.36% | Sep 30, 23 |
| 17 | Northern Trust Corp | 831.47K (1.15%) | 21.49K Increased by +2.58% | Sep 30, 23 |
| 18 | Ameriprise Financial Inc | 756.39K (1.05%) | 587.89K Increased by +77.72% | Sep 30, 23 |
| 19 | Allianz Asset Management AG | 601.74K (0.84%) | 11.05K Increased by +1.84% | Sep 30, 23 |
| 20 | Champlain Investment Partners, LLC | 578.18K (0.80%) | -965.00 Decreased by -0.17% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 2.28M (3.17%) | 2.81K Increased by +0.12% | Nov 30, 23 |
| 2 | JPM US Large Cap Growth-MA | 1.97M (2.74%) | 1.80M Increased by +91.28% | Sep 30, 23 |
| 3 | Vanguard Institutional 500 Index Trust | 1.73M (2.41%) | 15.84K Increased by +0.91% | Nov 30, 23 |
| 4 | Vanguard Mid Cap Index Institutional | 1.65M (2.30%) | 1.75K Increased by +0.11% | Nov 30, 23 |
| 5 | Edgewood Growth Instl | 1.49M (2.06%) | -224.10K Decreased by -15.08% | Sep 30, 23 |
| 6 | Invesco QQQ Trust | 1.35M (1.87%) | -6.66K Decreased by -0.49% | Nov 30, 23 |
| 7 | JPMorgan Large Cap Growth I | 1.01M (1.41%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 8 | SPDR® S&P 500 ETF Trust | 886.58K (1.23%) | 6.97K Increased by +0.79% | Dec 29, 23 |
| 9 | Fidelity® 500 Index | 829.41K (1.15%) | 5.28K Increased by +0.64% | Nov 30, 23 |
| 10 | Sands Capital Global Growth Equity | 809.36K (1.12%) | -300.00K Decreased by -37.07% | Sep 30, 23 |
| 11 | Vanguard Health Care Inv | 714.73K (0.99%) | -194.30K Decreased by -27.18% | Sep 30, 23 |
| 12 | iShares Core S&P 500 ETF | 709.26K (0.98%) | 420.00 Increased by +0.06% | Dec 29, 23 |
| 13 | BlackRock Mid-Cap Growth Equity Instl | 691.28K (0.96%) | 51.56K Increased by +7.46% | Nov 30, 23 |
| 14 | Vanguard Growth Index Investor | 640.36K (0.89%) | 3.39K Increased by +0.53% | Nov 30, 23 |
| 15 | American Funds Growth Fund of Amer A | 631.88K (0.88%) | -435.12K Decreased by -68.86% | Sep 30, 23 |
| 16 | Capital Group Growth Fnd of Amer Comp | 631.88K (0.88%) | -435.12K Decreased by -68.86% | Sep 30, 23 |
| 17 | Champlain Mid Cap Fund, LLC | 562.33K (0.78%) | 400.00 Increased by +0.07% | Nov 30, 23 |
| 18 | Health Care Select Sector SPDR® ETF | 529.16K (0.73%) | -1.63K Decreased by -0.31% | Dec 29, 23 |
| 19 | Vanguard Mid-Cap Growth ETF | 505.81K (0.70%) | 1.59K Increased by +0.31% | Nov 30, 23 |
| 20 | CREF Growth R1 | 497.86K (0.69%) | 0.00 Increased by 0.00% | Oct 31, 23 |