| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWB | 1000.00% |
| 2 | IUSV | 1000.00% |
| 3 | IUSG | 1000.00% |
| 4 | ITOT | 1000.00% |
| 5 | IWD | 1000.00% |
| 6 | ISCG | 1000.00% |
| 7 | ISCB | 1000.00% |
| 8 | IWF | 1000.00% |
| 9 | IWP | 1000.00% |
| 10 | IWR | 1000.00% |
| 11 | IWS | 1000.00% |
| 12 | IWV | 1000.00% |
| 13 | IYH | 1000.00% |
| 14 | IYY | 1000.00% |
| 15 | JKJ | 1000.00% |
| 16 | IHF | 1000.00% |
| 17 | JKK | 1000.00% |
| 18 | OLD | 4.32% |
| 19 | MDCP | 3.56% |
| 20 | KONG | 3.07% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 1.70M (11.54%) | 2.85K Increased by +0.17% | Sep 30, 23 |
| 2 | BlackRock Inc | 1.41M (9.60%) | -3.23K Decreased by -0.23% | Sep 30, 23 |
| 3 | Kayne Anderson Rudnick Investment Management LLC | 534.12K (3.63%) | 17.49K Increased by +3.27% | Sep 30, 23 |
| 4 | William Blair Investment Management, LLC | 530.81K (3.61%) | -29.36K Decreased by -5.53% | Sep 30, 23 |
| 5 | Neuberger Berman Group LLC | 520.88K (3.54%) | 12.26K Increased by +2.35% | Sep 30, 23 |
| 6 | Durable Capital Partners LP | 483.07K (3.28%) | 25.57K Increased by +5.29% | Sep 30, 23 |
| 7 | State Street Corporation | 444.22K (3.02%) | 287.00 Increased by +0.06% | Sep 30, 23 |
| 8 | Morgan Stanley - Brokerage Accounts | 407.96K (2.77%) | 4.26K Increased by +1.05% | Sep 30, 23 |
| 9 | Wellington Management Company LLP | 386.24K (2.63%) | 1.04K Increased by +0.27% | Sep 30, 23 |
| 10 | Impax Asset Management Group PLC | 311.19K (2.12%) | 12.61K Increased by +4.05% | Sep 30, 23 |
| 11 | JPMorgan Chase & Co | 287.39K (1.95%) | 24.16K Increased by +8.41% | Sep 30, 23 |
| 12 | Geode Capital Management, LLC | 270.81K (1.84%) | 7.75K Increased by +2.86% | Sep 30, 23 |
| 13 | Ameriprise Financial Inc | 247.60K (1.68%) | -32.83K Decreased by -13.26% | Sep 30, 23 |
| 14 | Vaughan Nelson Scarbrgh & Mccullough LP | 228.04K (1.55%) | 4.80K Increased by +2.11% | Sep 30, 23 |
| 15 | BTIM Corp | 216.34K (1.47%) | 7.97K Increased by +3.68% | Sep 30, 23 |
| 16 | FMR Inc | 214.99K (1.46%) | 28.68K Increased by +13.34% | Sep 30, 23 |
| 17 | TimesSquare Capital Management, LLC | 203.51K (1.38%) | 27.03K Increased by +13.28% | Sep 30, 23 |
| 18 | Northern Trust Corp | 181.58K (1.23%) | -3.50K Decreased by -1.93% | Sep 30, 23 |
| 19 | Fidelity International Ltd | 175.60K (1.19%) | -7.50K Decreased by -4.27% | Sep 30, 23 |
| 20 | Bank of New York Mellon Corp | 158.14K (1.08%) | -6.13K Decreased by -3.87% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 471.94K (3.21%) | 592.00 Increased by +0.13% | Nov 30, 23 |
| 2 | iShares Core S&P Mid-Cap ETF | 457.14K (3.11%) | -83.00 Decreased by -0.02% | Dec 29, 23 |
| 3 | Vanguard Small Cap Index | 390.39K (2.65%) | 1.58K Increased by +0.40% | Nov 30, 23 |
| 4 | Neuberger Berman Genesis Inv | 320.40K (2.18%) | -1.99K Decreased by -0.62% | Sep 30, 23 |
| 5 | Impax Water Strategy Composite | 270.95K (1.84%) | -31.13K Decreased by -11.49% | Oct 31, 23 |
| 6 | Vanguard Small Cap Growth Index Inv | 218.63K (1.49%) | 1.42K Increased by +0.65% | Nov 30, 23 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 217.80K (1.48%) | 4.70K Increased by +2.16% | Nov 30, 23 |
| 8 | Calvert Small-Cap A | 165.38K (1.12%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 9 | Calvert US Small-Cap Strategy | 165.38K (1.12%) | 6.83K Increased by +4.13% | Sep 30, 23 |
| 10 | MFS Mid Cap Growth A | 158.93K (1.08%) | 62.74K Increased by +39.48% | Nov 30, 23 |
| 11 | Fidelity Small Cap America Sr B | 138.50K (0.94%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 12 | JPMorgan Small Cap Equity A | 126.00K (0.86%) | -13.22K Decreased by -10.49% | Nov 30, 23 |
| 13 | BNP Paribas Aqua C C | 125.05K (0.85%) | -11.15K Decreased by -8.92% | Nov 30, 23 |
| 14 | SPDR® S&P MIDCAP 400 ETF Trust | 120.73K (0.82%) | -1.04K Decreased by -0.86% | Nov 30, 23 |
| 15 | BNP Paribas Aqua I | 120.05K (0.82%) | -14.70K Decreased by -12.24% | Nov 30, 23 |
| 16 | JPM US Small Cap Core-Composite | 119.72K (0.81%) | -29.37K Decreased by -24.53% | Dec 31, 23 |
| 17 | Victory Small Cap Value CIT (Net 75) | 96.00K (0.65%) | 3.00K Increased by +3.13% | Sep 30, 23 |
| 18 | Victory Sycamore Small Company Opp R | 96.00K (0.65%) | 3.00K Increased by +3.13% | Sep 30, 23 |
| 19 | William Blair Small-Mid Cap Growth CIT | 90.35K (0.61%) | 2.98K Increased by +3.30% | Oct 31, 23 |
| 20 | Eagle Mid-Cap Growth - Institutional | 88.79K (0.60%) | 166.00 Increased by +0.19% | Dec 31, 23 |