| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ISCG | 1000.00% |
| 2 | IGM | 1000.00% |
| 3 | JKK | 1000.00% |
| 4 | JKJ | 1000.00% |
| 5 | IYY | 1000.00% |
| 6 | IYW | 1000.00% |
| 7 | IWV | 1000.00% |
| 8 | IWS | 1000.00% |
| 9 | IWR | 1000.00% |
| 10 | IWD | 1000.00% |
| 11 | IWB | 1000.00% |
| 12 | IUSV | 1000.00% |
| 13 | IUSG | 1000.00% |
| 14 | ITOT | 1000.00% |
| 15 | ISCB | 1000.00% |
| 16 | LSAT | 2.98% |
| 17 | HAPY | 1.23% |
| 18 | AIVL | 1.15% |
| 19 | XMLV | 1.09% |
| 20 | RNMC | 0.88% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 6.39M (10.92%) | 205.32K Increased by +3.21% | Sep 30, 23 |
| 2 | BlackRock Inc | 5.78M (9.88%) | 2.61M Increased by +45.16% | Sep 30, 23 |
| 3 | Kayne Anderson Rudnick Investment Management LLC | 5.25M (8.97%) | 239.58K Increased by +4.57% | Sep 30, 23 |
| 4 | Morgan Stanley - Brokerage Accounts | 4.90M (8.38%) | 523.25K Increased by +10.67% | Sep 30, 23 |
| 5 | ClearBridge Advisors, LLC | 2.53M (4.33%) | -85.03K Decreased by -3.36% | Sep 30, 23 |
| 6 | Ninety One UK Limited | 1.99M (3.41%) | 6.61K Increased by +0.33% | Sep 30, 23 |
| 7 | Bank of New York Mellon Corp | 1.88M (3.22%) | 209.37K Increased by +11.11% | Sep 30, 23 |
| 8 | State Street Corporation | 1.78M (3.05%) | 707.66K Increased by +39.71% | Sep 30, 23 |
| 9 | Mackenzie Investments | 1.48M (2.53%) | -35.22K Decreased by -2.38% | Sep 30, 23 |
| 10 | Disciplined Growth Investors Inc | 1.38M (2.37%) | -28.31K Decreased by -2.04% | Sep 30, 23 |
| 11 | Wells Fargo & Co | 1.22M (2.09%) | 91.31K Increased by +7.48% | Sep 30, 23 |
| 12 | Geode Capital Management, LLC | 1.20M (2.05%) | 47.31K Increased by +3.96% | Sep 30, 23 |
| 13 | Acadian Asset Management LLC | 1.03M (1.76%) | 977.71K Increased by +94.82% | Sep 30, 23 |
| 14 | ING Investment Management LLC | 742.97K (1.27%) | -297.71K Decreased by -40.07% | Sep 30, 23 |
| 15 | Schroder Investment Management Group | 706.99K (1.21%) | -141.44K Decreased by -20.01% | Sep 30, 23 |
| 16 | Jackson Square Partners, LLC | 684.15K (1.17%) | -52.98K Decreased by -7.74% | Sep 30, 23 |
| 17 | Charles Schwab Investment Management Inc | 670.76K (1.15%) | 16.61K Increased by +2.48% | Sep 30, 23 |
| 18 | Dimensional Fund Advisors, Inc. | 579.37K (0.99%) | 1.73K Increased by +0.30% | Sep 30, 23 |
| 19 | Fiera Capital Corporation | 578.28K (0.99%) | 11.77K Increased by +2.04% | Sep 30, 23 |
| 20 | Bank of America Corp | 534.75K (0.91%) | -48.37K Decreased by -9.04% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Eaton Vance Atlanta Capital SMID-Cap I | 3.30M (5.64%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.87M (3.19%) | 2.15K Increased by +0.12% | Nov 30, 23 |
| 3 | iShares Core S&P Mid-Cap ETF | 1.81M (3.09%) | -327.00 Decreased by -0.02% | Dec 29, 23 |
| 4 | Vanguard Small Cap Index | 1.54M (2.64%) | 6.57K Increased by +0.43% | Nov 30, 23 |
| 5 | Vanguard Small Cap Growth Index Inv | 863.92K (1.48%) | 6.02K Increased by +0.70% | Nov 30, 23 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 857.38K (1.47%) | 17.08K Increased by +1.99% | Nov 30, 23 |
| 7 | Canada Life US Small-Mid Cap Growth F | 768.39K (1.31%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 8 | ClearBridge Aggressive Growth | 762.62K (1.30%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 9 | ClearBridge Aggressive Growth A | 762.62K (1.30%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 10 | Virtus KAR Mid-Cap Core I | 630.52K (1.08%) | 53.55K Increased by +8.49% | Sep 30, 23 |
| 11 | Vanguard Information Technology ETF | 565.34K (0.97%) | -4.85K Decreased by -0.86% | Nov 30, 23 |
| 12 | Virtus KAR Small-Mid Cap Core R6 | 517.86K (0.89%) | 30.72K Increased by +5.93% | Sep 30, 23 |
| 13 | SPDR® S&P MIDCAP 400 ETF Trust | 476.90K (0.82%) | -4.11K Decreased by -0.86% | Nov 30, 23 |
| 14 | BNY Mellon Dynamic Value Fund A | 384.40K (0.66%) | 83.86K Increased by +21.82% | Nov 30, 23 |
| 15 | State St Russell Sm/Mid Cp® Indx NL Cl C | 349.14K (0.60%) | 11.40K Increased by +3.27% | Dec 31, 23 |
| 16 | Voya Large Cap Core Value | 347.10K (0.59%) | -8.41K Decreased by -2.42% | Sep 30, 23 |
| 17 | Voya Large Cap Core Value SMA | 347.10K (0.59%) | -22.25K Decreased by -6.41% | Sep 30, 23 |
| 18 | Voya Growth and Income Port I | 337.26K (0.58%) | -6.34K Decreased by -1.88% | Nov 30, 23 |
| 19 | Fidelity® Extended Market Index | 320.94K (0.55%) | 3.85K Increased by +1.20% | Nov 30, 23 |
| 20 | Mackenzie US Mid Cap Opportunities F | 312.25K (0.53%) | 0.00 Increased by 0.00% | Oct 31, 23 |