| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKK | 1000.00% |
| 2 | ISCB | 1000.00% |
| 3 | ISCG | 1000.00% |
| 4 | ITOT | 1000.00% |
| 5 | IWB | 1000.00% |
| 6 | IWD | 1000.00% |
| 7 | IWF | 1000.00% |
| 8 | IWP | 1000.00% |
| 9 | IWR | 1000.00% |
| 10 | IWS | 1000.00% |
| 11 | IWV | 1000.00% |
| 12 | IYC | 1000.00% |
| 13 | IYY | 1000.00% |
| 14 | JKJ | 1000.00% |
| 15 | MID | 2.71% |
| 16 | FXD | 0.92% |
| 17 | FNY | 0.63% |
| 18 | FDWM | 0.51% |
| 19 | MMSC | 0.51% |
| 20 | JHSC | 0.50% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | T. Rowe Price Associates, Inc. | 5.68M (10.74%) | 1.13M Increased by +19.90% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 5.29M (9.99%) | -5.34K Decreased by -0.10% | Sep 30, 23 |
| 3 | T. Rowe Price Investment Management,Inc. | 4.47M (8.46%) | -308.94K Decreased by -6.91% | Sep 30, 23 |
| 4 | Durable Capital Partners LP | 4.44M (8.40%) | 1.74M Increased by +39.13% | Sep 30, 23 |
| 5 | JPMorgan Chase & Co | 3.49M (6.59%) | -56.12K Decreased by -1.61% | Sep 30, 23 |
| 6 | Brown Advisory Holdings Inc | 3.01M (5.69%) | -36.51K Decreased by -1.21% | Sep 30, 23 |
| 7 | Massachusetts Financial Services Company | 2.90M (5.48%) | -1.80M Decreased by -62.05% | Sep 30, 23 |
| 8 | Kayne Anderson Rudnick Investment Management LLC | 2.82M (5.33%) | 101.95K Increased by +3.61% | Sep 30, 23 |
| 9 | BlackRock Inc | 2.43M (4.60%) | 24.59K Increased by +1.01% | Sep 30, 23 |
| 10 | BAMCO Inc | 2.02M (3.82%) | -192.91K Decreased by -9.54% | Sep 30, 23 |
| 11 | William Blair Investment Management, LLC | 1.91M (3.62%) | 191.54K Increased by +10.01% | Sep 30, 23 |
| 12 | Capital World Investors | 1.22M (2.31%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 13 | Liontrust Investment Partners LLP | 1.09M (2.06%) | -29.71K Decreased by -2.73% | Sep 30, 23 |
| 14 | Neuberger Berman Group LLC | 984.58K (1.86%) | -3.73K Decreased by -0.38% | Sep 30, 23 |
| 15 | Ameriprise Financial Inc | 954.16K (1.80%) | -235.53K Decreased by -24.68% | Sep 30, 23 |
| 16 | State Street Corporation | 900.77K (1.70%) | 18.24K Increased by +2.02% | Sep 30, 23 |
| 17 | Geode Capital Management, LLC | 833.35K (1.58%) | 14.63K Increased by +1.76% | Sep 30, 23 |
| 18 | Frontier Capital Management CO Inc | 774.72K (1.46%) | 56.28K Increased by +7.26% | Sep 30, 23 |
| 19 | Mackenzie Investments | 744.62K (1.41%) | 9.12K Increased by +1.23% | Sep 30, 23 |
| 20 | Westfield Capital Management Company, LP | 646.21K (1.22%) | 97.55K Increased by +15.10% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | MFS Mid Cap Growth Equity | 2.02M (3.82%) | -372.27K Decreased by -18.44% | Sep 30, 23 |
| 2 | MFS Mid Cap Growth A | 1.94M (3.67%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 1.81M (3.42%) | 2.29K Increased by +0.13% | Nov 30, 23 |
| 4 | T. Rowe Price Mid-Cap Value | 1.56M (2.96%) | -53.26K Decreased by -3.40% | Sep 30, 23 |
| 5 | T. Rowe Price US Mid-Cap Value Equity | 1.56M (2.96%) | -53.26K Decreased by -3.40% | Sep 30, 23 |
| 6 | Vanguard Small Cap Index | 1.50M (2.84%) | 6.62K Increased by +0.44% | Nov 30, 23 |
| 7 | T. Rowe Price Mid-Cap Growth | 1.35M (2.55%) | -149.20K Decreased by -11.05% | Sep 30, 23 |
| 8 | T. Rowe Price US Mid-Cap Growth Equity | 1.35M (2.55%) | -149.20K Decreased by -11.05% | Sep 30, 23 |
| 9 | American Funds SMALLCAP World A | 1.06M (2.00%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 839.67K (1.59%) | 18.12K Increased by +2.16% | Nov 30, 23 |
| 11 | Vanguard Small Cap Growth Index Inv | 838.92K (1.59%) | 4.79K Increased by +0.57% | Nov 30, 23 |
| 12 | JPM US Mid Cap Growth-MA | 832.41K (1.57%) | 514.31K Increased by +61.79% | Sep 30, 23 |
| 13 | JPMorgan Mid Cap Growth I | 829.30K (1.57%) | -3.12K Decreased by -0.38% | Nov 30, 23 |
| 14 | Baron Growth Retail | 800.00K (1.51%) | -250.00K Decreased by -31.25% | Dec 31, 23 |
| 15 | Baron Small Cap Growth Strategy | 800.00K (1.51%) | -250.00K Decreased by -31.25% | Dec 31, 23 |
| 16 | JPMorgan Small Cap Equity A | 764.88K (1.45%) | -31.56K Decreased by -4.13% | Nov 30, 23 |
| 17 | T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z | 759.88K (1.44%) | 68.00 Increased by +0.01% | Sep 30, 23 |
| 18 | JPM US Small Cap Core-Composite | 728.89K (1.38%) | -75.44K Decreased by -10.35% | Dec 31, 23 |
| 19 | Brown Advisory Small-Cap Growth Inv | 713.24K (1.35%) | 10.56K Increased by +1.48% | Nov 30, 23 |
| 20 | Baron Opp. Small Cap Growth Strategy | 650.00K (1.23%) | -25.00K Decreased by -3.85% | Dec 31, 23 |