| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IYY | 1000.00% |
| 2 | IWB | 1000.00% |
| 3 | IUSG | 1000.00% |
| 4 | ITOT | 1000.00% |
| 5 | IMCV | 1000.00% |
| 6 | IMCG | 1000.00% |
| 7 | IMCB | 1000.00% |
| 8 | ILCV | 1000.00% |
| 9 | ILCG | 1000.00% |
| 10 | ILCB | 1000.00% |
| 11 | IWD | 1000.00% |
| 12 | IWF | 1000.00% |
| 13 | IWP | 1000.00% |
| 14 | JKI | 1000.00% |
| 15 | IWR | 1000.00% |
| 16 | JKG | 1000.00% |
| 17 | IYK | 1000.00% |
| 18 | JKF | 1000.00% |
| 19 | JKE | 1000.00% |
| 20 | IWS | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 3.85M (10.43%) | -19.53K Decreased by -0.51% | Sep 30, 23 |
| 2 | BlackRock Inc | 3.34M (9.06%) | 19.18K Increased by +0.57% | Sep 30, 23 |
| 3 | T. Rowe Price Investment Management,Inc. | 2.03M (5.50%) | -285.71K Decreased by -14.08% | Sep 30, 23 |
| 4 | Morgan Stanley - Brokerage Accounts | 1.59M (4.30%) | 113.44K Increased by +7.16% | Sep 30, 23 |
| 5 | State Street Corporation | 1.45M (3.93%) | 68.82K Increased by +4.74% | Sep 30, 23 |
| 6 | ClearBridge Advisors, LLC | 1.31M (3.54%) | -1.18K Decreased by -0.09% | Sep 30, 23 |
| 7 | Vontobel Asset Management Inc | 1.02M (2.76%) | -20.52K Decreased by -2.01% | Sep 30, 23 |
| 8 | HHG PLC | 773.90K (2.10%) | -19.92K Decreased by -2.57% | Sep 30, 23 |
| 9 | FMR Inc | 732.62K (1.99%) | 38.72K Increased by +5.29% | Sep 30, 23 |
| 10 | Brown Advisory Holdings Inc | 641.58K (1.74%) | -53.73K Decreased by -8.37% | Sep 30, 23 |
| 11 | Geode Capital Management, LLC | 589.64K (1.60%) | 12.34K Increased by +2.09% | Sep 30, 23 |
| 12 | Thrivent Financial For Lutherans | 576.04K (1.56%) | -901.00 Decreased by -0.16% | Sep 30, 23 |
| 13 | JPMorgan Chase & Co | 559.53K (1.52%) | 18.53K Increased by +3.31% | Sep 30, 23 |
| 14 | Bank of New York Mellon Corp | 494.99K (1.34%) | 961.00 Increased by +0.19% | Sep 30, 23 |
| 15 | Dimensional Fund Advisors, Inc. | 469.04K (1.27%) | 6.73K Increased by +1.44% | Sep 30, 23 |
| 16 | Eagle Asset Management, Inc. | 448.97K (1.22%) | -10.99K Decreased by -2.45% | Sep 30, 23 |
| 17 | Copeland Capital Management, LLC | 339.20K (0.92%) | 1.89K Increased by +0.56% | Sep 30, 23 |
| 18 | Amvescap Plc. | 298.89K (0.81%) | -9.51K Decreased by -3.18% | Sep 30, 23 |
| 19 | Acadian Asset Management LLC | 285.34K (0.77%) | 236.21K Increased by +82.78% | Sep 30, 23 |
| 20 | Northern Trust Corp | 279.39K (0.76%) | -15.56K Decreased by -5.57% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 1.17M (3.17%) | 1.48K Increased by +0.13% | Nov 30, 23 |
| 2 | iShares Core S&P Mid-Cap ETF | 1.13M (3.07%) | -205.00 Decreased by -0.02% | Dec 29, 23 |
| 3 | T. Rowe Price Mid-Cap Growth | 1.00M (2.71%) | -149.70K Decreased by -14.97% | Sep 30, 23 |
| 4 | T. Rowe Price US Mid-Cap Growth Equity | 1.00M (2.71%) | -149.70K Decreased by -14.97% | Sep 30, 23 |
| 5 | Vanguard Small Cap Index | 965.85K (2.62%) | 4.00K Increased by +0.41% | Nov 30, 23 |
| 6 | Eaton Vance Atlanta Capital SMID-Cap I | 728.87K (1.98%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 7 | Vanguard Small Cap Growth Index Inv | 540.98K (1.47%) | 3.44K Increased by +0.64% | Nov 30, 23 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 540.35K (1.46%) | 10.19K Increased by +1.89% | Nov 30, 23 |
| 9 | ClearBridge Small Cap Growth A | 435.10K (1.18%) | -1.75K Decreased by -0.40% | Sep 30, 23 |
| 10 | ClearBridge Small Cap Growth | 423.81K (1.15%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 11 | Eagle Mid-Cap Growth - Institutional | 340.00K (0.92%) | 629.00 Increased by +0.18% | Dec 31, 23 |
| 12 | Fidelity® Contrafund® | 303.53K (0.82%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 13 | Vontobel Quality Growth US Equity | 302.30K (0.82%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 14 | Vontobel US Equity A USD | 302.30K (0.82%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 15 | SPDR® S&P MIDCAP 400 ETF Trust | 299.41K (0.81%) | -2.57K Decreased by -0.86% | Nov 30, 23 |
| 16 | Vanguard Explorer Inv | 296.92K (0.80%) | 2.57K Increased by +0.87% | Sep 30, 23 |
| 17 | Janus Henderson Triton D | 285.24K (0.77%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 18 | Janus Henderson US SMID Cap Growth | 285.24K (0.77%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 19 | JPM US Small Cap Core-Composite | 279.26K (0.76%) | 19.61K Increased by +7.02% | Sep 30, 23 |
| 20 | Thrivent Mid Cap Stock A | 271.08K (0.73%) | 0.00 Increased by 0.00% | Oct 31, 23 |