| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWV | 1000.00% |
| 2 | IWS | 1000.00% |
| 3 | IWR | 1000.00% |
| 4 | IWP | 1000.00% |
| 5 | IWF | 1000.00% |
| 6 | IWD | 1000.00% |
| 7 | IWB | 1000.00% |
| 8 | IUSG | 1000.00% |
| 9 | ITOT | 1000.00% |
| 10 | IYY | 1000.00% |
| 11 | ISCG | 1000.00% |
| 12 | ISCB | 1000.00% |
| 13 | JKJ | 1000.00% |
| 14 | JKK | 1000.00% |
| 15 | NLR | 4.01% |
| 16 | XAR | 3.97% |
| 17 | GLRY | 2.97% |
| 18 | ROKT | 2.56% |
| 19 | DFEN | 1.65% |
| 20 | PPA | 1.38% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 9.41M (10.32%) | 47.79K Increased by +0.51% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 8.61M (9.45%) | -18.83K Decreased by -0.22% | Sep 30, 23 |
| 3 | Wellington Management Company LLP | 5.70M (6.26%) | -862.76K Decreased by -15.13% | Sep 30, 23 |
| 4 | William Blair Investment Management, LLC | 5.63M (6.17%) | -159.33K Decreased by -2.83% | Sep 30, 23 |
| 5 | Boston Partners Global Investors, Inc | 3.79M (4.16%) | -27.33K Decreased by -0.72% | Sep 30, 23 |
| 6 | T. Rowe Price Investment Management,Inc. | 3.55M (3.89%) | -21.20K Decreased by -0.60% | Sep 30, 23 |
| 7 | State Street Corporation | 3.40M (3.73%) | -110.01K Decreased by -3.24% | Sep 30, 23 |
| 8 | Snyder Capital Management LP | 2.78M (3.04%) | 14.45K Increased by +0.52% | Sep 30, 23 |
| 9 | Franklin Resources Inc | 2.25M (2.46%) | 1.27K Increased by +0.06% | Sep 30, 23 |
| 10 | Amvescap Plc. | 2.03M (2.22%) | 288.29K Increased by +14.22% | Sep 30, 23 |
| 11 | FMR Inc | 1.88M (2.07%) | 32.66K Increased by +1.73% | Sep 30, 23 |
| 12 | Barrow Hanley Mewhinney & Strauss LLC | 1.72M (1.89%) | -17.64K Decreased by -1.02% | Sep 30, 23 |
| 13 | Bank of New York Mellon Corp | 1.58M (1.73%) | -9.40K Decreased by -0.60% | Sep 30, 23 |
| 14 | Cooke & Bieler LP | 1.50M (1.65%) | -151.06K Decreased by -10.06% | Sep 30, 23 |
| 15 | Geode Capital Management, LLC | 1.37M (1.50%) | 26.32K Increased by +1.92% | Sep 30, 23 |
| 16 | Cardinal Capital Management Llc | 1.36M (1.49%) | -166.10K Decreased by -12.25% | Sep 30, 23 |
| 17 | ClearBridge Advisors, LLC | 1.35M (1.48%) | 52.46K Increased by +3.89% | Sep 30, 23 |
| 18 | Dimensional Fund Advisors, Inc. | 1.32M (1.45%) | 104.39K Increased by +7.91% | Sep 30, 23 |
| 19 | Charles Schwab Investment Management Inc | 1.04M (1.14%) | 11.01K Increased by +1.06% | Sep 30, 23 |
| 20 | Copeland Capital Management, LLC | 1.02M (1.12%) | -74.58K Decreased by -7.33% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 2.87M (3.15%) | 14.70K Increased by +0.51% | Nov 30, 23 |
| 2 | iShares Core S&P Mid-Cap ETF | 2.78M (3.05%) | -503.00 Decreased by -0.02% | Dec 29, 23 |
| 3 | Vanguard Small Cap Index | 2.37M (2.60%) | 9.29K Increased by +0.39% | Nov 30, 23 |
| 4 | JHancock Disciplined Value Mid Cap I | 1.99M (2.18%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 5 | T. Rowe Price Mid-Cap Growth | 1.74M (1.91%) | -7.70K Decreased by -0.44% | Sep 30, 23 |
| 6 | T. Rowe Price US Mid-Cap Growth Equity | 1.74M (1.91%) | -7.70K Decreased by -0.44% | Sep 30, 23 |
| 7 | iShares US Aerospace & Defense ETF | 1.54M (1.69%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 8 | Franklin Growth A | 1.34M (1.47%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 9 | Franklin Growth Fund A | 1.34M (1.47%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | Vanguard Small Cap Growth Index Inv | 1.33M (1.45%) | 8.53K Increased by +0.64% | Nov 30, 23 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 1.33M (1.45%) | 28.17K Increased by +2.13% | Nov 30, 23 |
| 12 | Vanguard Global Capital Cycles Investor | 1.18M (1.29%) | -142.12K Decreased by -12.08% | Sep 30, 23 |
| 13 | Bridge Builder Large Cap Value | 1.15M (1.26%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 14 | SPDR® S&P Aerospace & Defense ETF | 953.78K (1.05%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 15 | William Blair Small-Mid Cap Growth CIT | 874.52K (0.96%) | -13.07K Decreased by -1.49% | Nov 30, 23 |
| 16 | Vanguard Mid Cap Growth Inv | 871.32K (0.96%) | -60.04K Decreased by -6.89% | Sep 30, 23 |
| 17 | Cardinal Capital SMID Cap Value Equity | 827.53K (0.91%) | -105.19K Decreased by -12.71% | Dec 31, 23 |
| 18 | William Blair Small-Mid Cap Growth I | 807.45K (0.89%) | -20.30K Decreased by -2.51% | Nov 30, 23 |
| 19 | Franklin US Small Cap Growth Equity | 782.10K (0.86%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 20 | Franklin Small Cap Growth Adv | 759.40K (0.83%) | 0.00 Increased by 0.00% | Nov 30, 23 |