| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IYR | 1000.00% |
| 2 | IMCB | 1000.00% |
| 3 | ILCG | 1000.00% |
| 4 | ILCB | 1000.00% |
| 5 | ITOT | 1000.00% |
| 6 | IUSG | 1000.00% |
| 7 | IUSV | 1000.00% |
| 8 | IVE | 1000.00% |
| 9 | IVV | 1000.00% |
| 10 | IVW | 1000.00% |
| 11 | IMCG | 1000.00% |
| 12 | IWV | 1000.00% |
| 13 | IWB | 1000.00% |
| 14 | IWD | 1000.00% |
| 15 | JKG | 1000.00% |
| 16 | JKE | 1000.00% |
| 17 | JKD | 1000.00% |
| 18 | IWR | 1000.00% |
| 19 | IWS | 1000.00% |
| 20 | IYY | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 64.91M (16.07%) | -63.27K Decreased by -0.10% | Sep 30, 23 |
| 2 | BlackRock Inc | 33.18M (8.21%) | 1.05M Increased by +3.17% | Sep 30, 23 |
| 3 | Principal Financial Group Inc | 19.81M (4.90%) | 761.38K Increased by +3.84% | Sep 30, 23 |
| 4 | BAMCO Inc | 19.20M (4.75%) | 91.40K Increased by +0.48% | Sep 30, 23 |
| 5 | State Street Corporation | 14.94M (3.70%) | -367.05K Decreased by -2.46% | Sep 30, 23 |
| 6 | Massachusetts Financial Services Company | 11.97M (2.96%) | 596.60K Increased by +4.99% | Sep 30, 23 |
| 7 | Baillie Gifford & Co Limited. | 11.64M (2.88%) | -295.45K Decreased by -2.54% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 10.27M (2.54%) | -627.56K Decreased by -6.11% | Sep 30, 23 |
| 9 | HHG PLC | 8.98M (2.22%) | -2.09M Decreased by -23.24% | Sep 30, 23 |
| 10 | Macquarie Group Ltd | 8.91M (2.21%) | 35.79K Increased by +0.40% | Sep 30, 23 |
| 11 | Sands Capital Management, LLC | 7.93M (1.96%) | -394.86K Decreased by -4.98% | Sep 30, 23 |
| 12 | T. Rowe Price Investment Management,Inc. | 7.67M (1.90%) | -141.37K Decreased by -1.84% | Sep 30, 23 |
| 13 | Akre Capital Management, LLC | 7.25M (1.80%) | 137.80K Increased by +1.90% | Sep 30, 23 |
| 14 | Artisan Partners Limited Partnership | 5.57M (1.38%) | 319.96K Increased by +5.74% | Sep 30, 23 |
| 15 | Bank of New York Mellon Corp | 5.53M (1.37%) | 218.09K Increased by +3.95% | Sep 30, 23 |
| 16 | Blair William & Co | 4.19M (1.04%) | 251.18K Increased by +5.99% | Sep 30, 23 |
| 17 | Bank of America Corp | 3.95M (0.98%) | 289.03K Increased by +7.32% | Sep 30, 23 |
| 18 | Northern Trust Corp | 3.84M (0.95%) | 92.17K Increased by +2.40% | Sep 30, 23 |
| 19 | Brown Advisory Holdings Inc | 3.76M (0.93%) | -520.38K Decreased by -13.83% | Sep 30, 23 |
| 20 | Amvescap Plc. | 3.68M (0.91%) | 273.44K Increased by +7.43% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Real Estate Index Investor | 16.56M (4.10%) | -278.78K Decreased by -1.68% | Nov 30, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 12.80M (3.17%) | 15.69K Increased by +0.12% | Nov 30, 23 |
| 3 | Principal MidCap R5 | 10.96M (2.71%) | 85.08K Increased by +0.78% | Nov 30, 23 |
| 4 | Principal Aligned MidCap Equity | 10.82M (2.68%) | 334.69K Increased by +3.09% | Sep 30, 23 |
| 5 | Vanguard Institutional 500 Index Trust | 9.96M (2.47%) | 96.11K Increased by +0.97% | Nov 30, 23 |
| 6 | Vanguard Mid Cap Index Institutional | 9.28M (2.30%) | 7.67K Increased by +0.08% | Nov 30, 23 |
| 7 | Invesco QQQ Trust | 7.47M (1.85%) | 16.63K Increased by +0.22% | Dec 29, 23 |
| 8 | Baron Partners Retail | 7.35M (1.82%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 9 | Akre Focus Instl | 6.85M (1.70%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 10 | MFS Growth Equity | 5.52M (1.37%) | 189.65K Increased by +3.44% | Sep 30, 23 |
| 11 | MFS Growth B | 5.45M (1.35%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 12 | Baron Growth Retail | 5.16M (1.28%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 13 | Baron Small Cap Growth Strategy | 5.16M (1.28%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 14 | SPDR® S&P 500 ETF Trust | 5.03M (1.24%) | -35.33K Decreased by -0.70% | Dec 31, 23 |
| 15 | Fidelity® 500 Index | 4.76M (1.18%) | 30.28K Increased by +0.64% | Nov 30, 23 |
| 16 | Janus Concentrated Growth CF | 4.64M (1.15%) | -687.55K Decreased by -14.82% | Sep 30, 23 |
| 17 | Janus Henderson Forty S | 4.64M (1.15%) | -687.55K Decreased by -14.82% | Sep 30, 23 |
| 18 | iShares Core S&P 500 ETF | 4.07M (1.01%) | 2.43K Increased by +0.06% | Dec 29, 23 |
| 19 | BlackRock Mid-Cap Growth Equity Instl | 3.94M (0.98%) | 133.61K Increased by +3.39% | Nov 30, 23 |
| 20 | T. Rowe Price US Mid-Cap Growth Equity | 3.67M (0.91%) | -16.20K Decreased by -0.44% | Sep 30, 23 |