| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWD | 1000.00% |
| 2 | ISCB | 1000.00% |
| 3 | ISCG | 1000.00% |
| 4 | ISCV | 1000.00% |
| 5 | ITOT | 1000.00% |
| 6 | IUSG | 1000.00% |
| 7 | IUSV | 1000.00% |
| 8 | JKK | 1000.00% |
| 9 | JKJ | 1000.00% |
| 10 | IWB | 1000.00% |
| 11 | IYY | 1000.00% |
| 12 | IWV | 1000.00% |
| 13 | IWS | 1000.00% |
| 14 | IWR | 1000.00% |
| 15 | IPAY | 2.22% |
| 16 | JRNY | 0.65% |
| 17 | FXR | 0.45% |
| 18 | FNY | 0.42% |
| 19 | GVLU | 0.34% |
| 20 | PSM | 0.33% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 4.46M (10.29%) | -10.18K Decreased by -0.23% | Sep 30, 23 |
| 2 | BlackRock Inc | 4.34M (10.02%) | 195.84K Increased by +4.51% | Sep 30, 23 |
| 3 | Allspring Global Investments Holdings, LLC | 3.71M (8.56%) | 548.46K Increased by +14.78% | Sep 30, 23 |
| 4 | ArrowMark Colorado Holdings, LLC (ArrowMark Partners) | 1.97M (4.54%) | 590.40K Increased by +30.00% | Sep 30, 23 |
| 5 | HHG PLC | 1.37M (3.17%) | -1.94K Decreased by -0.14% | Sep 30, 23 |
| 6 | State Street Corporation | 1.32M (3.04%) | 9.92K Increased by +0.75% | Sep 30, 23 |
| 7 | Capital Research Global Investors | 1.30M (3.00%) | -645.45K Decreased by -49.70% | Sep 30, 23 |
| 8 | William Blair Investment Management, LLC | 1.28M (2.95%) | -1.27M Decreased by -99.65% | Sep 30, 23 |
| 9 | Hotchkis & Wiley Capital Management LLC | 1.25M (2.88%) | -289.44K Decreased by -23.16% | Sep 30, 23 |
| 10 | Turtle Creek Asset Management Inc. | 1.19M (2.76%) | 467.19K Increased by +39.10% | Sep 30, 23 |
| 11 | Morgan Stanley - Brokerage Accounts | 1.09M (2.51%) | 2.20K Increased by +0.20% | Sep 30, 23 |
| 12 | Van Berkom and Associates Inc | 1.07M (2.47%) | 349.72K Increased by +32.69% | Sep 30, 23 |
| 13 | American Century Companies Inc | 968.37K (2.23%) | -14.71K Decreased by -1.52% | Sep 30, 23 |
| 14 | Bank of New York Mellon Corp | 874.20K (2.02%) | -449.21K Decreased by -51.39% | Sep 30, 23 |
| 15 | Geode Capital Management, LLC | 748.37K (1.73%) | 13.68K Increased by +1.83% | Sep 30, 23 |
| 16 | Dimensional Fund Advisors, Inc. | 648.13K (1.50%) | 89.28K Increased by +13.78% | Sep 30, 23 |
| 17 | Charles Schwab Investment Management Inc | 550.33K (1.27%) | -545.00 Decreased by -0.10% | Sep 30, 23 |
| 18 | ClearBridge Advisors, LLC | 523.62K (1.21%) | -33.45K Decreased by -6.39% | Sep 30, 23 |
| 19 | Reinhart Mahoney Capital Management Inc | 465.23K (1.07%) | 134.97K Increased by +29.01% | Sep 30, 23 |
| 20 | Newsouth Capital Management Inc | 464.11K (1.07%) | 62.13K Increased by +13.39% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Allspring Special Mid Cap Value Inst | 2.81M (6.48%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 2 | Allspring Special US Mid Cap Value Eq | 2.81M (6.48%) | 353.70K Increased by +12.59% | Sep 30, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 1.49M (3.43%) | 2.00K Increased by +0.13% | Nov 30, 23 |
| 4 | iShares Core S&P Mid-Cap ETF | 1.33M (3.07%) | -241.00 Decreased by -0.02% | Dec 29, 23 |
| 5 | Vanguard Small Cap Index | 1.22M (2.82%) | 5.68K Increased by +0.46% | Nov 30, 23 |
| 6 | American Funds SMALLCAP World A | 918.49K (2.12%) | -562.53K Decreased by -61.24% | Sep 30, 23 |
| 7 | Janus Henderson Triton D | 879.21K (2.03%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 8 | Janus Henderson US SMID Cap Growth | 879.21K (2.03%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 9 | Vanguard Explorer Inv | 869.96K (2.01%) | 243.31K Increased by +27.97% | Sep 30, 23 |
| 10 | American Century Small Cap Value Inv | 784.95K (1.81%) | 224.95K Increased by +28.66% | Sep 30, 23 |
| 11 | American Century U.S. Small Cap Value | 784.95K (1.81%) | 224.95K Increased by +28.66% | Sep 30, 23 |
| 12 | Vanguard Small Cap Growth Index Inv | 685.27K (1.58%) | 5.20K Increased by +0.76% | Nov 30, 23 |
| 13 | Vanguard Institutional Extnd Mkt Idx Tr | 685.09K (1.58%) | 13.21K Increased by +1.93% | Nov 30, 23 |
| 14 | Calvert US Small-Cap Strategy | 511.37K (1.18%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 15 | Meridian Growth Legacy | 398.83K (0.92%) | 112.55K Increased by +28.22% | Sep 30, 23 |
| 16 | SPDR® S&P MIDCAP 400 ETF Trust | 377.77K (0.87%) | -3.25K Decreased by -0.86% | Nov 30, 23 |
| 17 | Calvert Small-Cap A | 372.31K (0.86%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | Janus Henderson US Small Cap Growth | 364.51K (0.84%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 19 | Janus Henderson Venture D | 364.51K (0.84%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 20 | Strategic Advisers® Small-Mid Cap | 314.87K (0.73%) | -11.87K Decreased by -3.77% | Oct 31, 23 |