| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWB | 1000.00% |
| 2 | JKJ | 1000.00% |
| 3 | ITOT | 1000.00% |
| 4 | IYY | 1000.00% |
| 5 | IYH | 1000.00% |
| 6 | IWV | 1000.00% |
| 7 | IWS | 1000.00% |
| 8 | IWR | 1000.00% |
| 9 | IUSG | 1000.00% |
| 10 | IUSV | 1000.00% |
| 11 | IWD | 1000.00% |
| 12 | ISCB | 1000.00% |
| 13 | IHF | 1000.00% |
| 14 | ISCG | 1000.00% |
| 15 | JKK | 1000.00% |
| 16 | GLRY | 3.20% |
| 17 | SSPX | 2.81% |
| 18 | XHS | 2.24% |
| 19 | JPSV | 1.87% |
| 20 | FXH | 1.27% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 9.55M (9.67%) | 31.38K Increased by +0.33% | Sep 30, 23 |
| 2 | BlackRock Inc | 9.30M (9.42%) | -5.36K Decreased by -0.06% | Sep 30, 23 |
| 3 | Wellington Management Company LLP | 7.77M (7.87%) | -1.23M Decreased by -15.78% | Sep 30, 23 |
| 4 | William Blair Investment Management, LLC | 5.68M (5.75%) | 342.51K Increased by +6.03% | Sep 30, 23 |
| 5 | Amvescap Plc. | 3.97M (4.03%) | 724.54K Increased by +18.23% | Sep 30, 23 |
| 6 | JPMorgan Chase & Co | 2.97M (3.01%) | -126.51K Decreased by -4.26% | Sep 30, 23 |
| 7 | State Street Corporation | 2.83M (2.86%) | -5.29K Decreased by -0.19% | Sep 30, 23 |
| 8 | Citadel Advisors Llc | 1.87M (1.90%) | 862.75K Increased by +46.12% | Sep 30, 23 |
| 9 | Massachusetts Financial Services Company | 1.81M (1.83%) | -356.07K Decreased by -19.70% | Sep 30, 23 |
| 10 | Bank of New York Mellon Corp | 1.81M (1.83%) | -40.73K Decreased by -2.25% | Sep 30, 23 |
| 11 | Point72 Asset Management, L.P. | 1.75M (1.77%) | -26.41K Decreased by -1.51% | Sep 30, 23 |
| 12 | Brown Advisory Holdings Inc | 1.69M (1.71%) | -13.80K Decreased by -0.82% | Sep 30, 23 |
| 13 | Geode Capital Management, LLC | 1.67M (1.69%) | 41.33K Increased by +2.48% | Sep 30, 23 |
| 14 | Dimensional Fund Advisors, Inc. | 1.57M (1.59%) | 41.74K Increased by +2.65% | Sep 30, 23 |
| 15 | HHG PLC | 1.57M (1.59%) | -13.62K Decreased by -0.87% | Sep 30, 23 |
| 16 | FMR Inc | 1.37M (1.39%) | 142.63K Increased by +10.38% | Sep 30, 23 |
| 17 | Sumitomo Mitsui Trust Holdings Inc | 1.29M (1.31%) | 64.44K Increased by +5.00% | Sep 30, 23 |
| 18 | Copeland Capital Management, LLC | 1.28M (1.29%) | 6.01K Increased by +0.47% | Sep 30, 23 |
| 19 | Magnetar Financial LLC | 1.06M (1.07%) | -68.92K Decreased by -6.50% | Sep 30, 23 |
| 20 | TimesSquare Capital Management, LLC | 974.89K (0.99%) | -8.93K Decreased by -0.92% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 3.04M (3.08%) | -551.00 Decreased by -0.02% | Dec 29, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 3.00M (3.04%) | 3.83K Increased by +0.13% | Nov 30, 23 |
| 3 | Vanguard Small Cap Index | 2.47M (2.50%) | 10.12K Increased by +0.41% | Nov 30, 23 |
| 4 | Vanguard Small Cap Value Index Inv | 1.71M (1.74%) | 4.67K Increased by +0.27% | Nov 30, 23 |
| 5 | Vanguard Institutional Extnd Mkt Idx Tr | 1.45M (1.47%) | 30.93K Increased by +2.13% | Nov 30, 23 |
| 6 | Vanguard Explorer Inv | 1.42M (1.44%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 7 | Vanguard Windsor Investor Shares | 1.41M (1.43%) | -223.32K Decreased by -15.79% | Sep 30, 23 |
| 8 | Vanguard Health Care Inv | 1.39M (1.41%) | -358.88K Decreased by -25.73% | Sep 30, 23 |
| 9 | JPM US Small Cap Core-Composite | 1.38M (1.40%) | -65.49K Decreased by -4.73% | Sep 30, 23 |
| 10 | JPMorgan Small Cap Equity A | 1.31M (1.33%) | -27.63K Decreased by -2.10% | Nov 30, 23 |
| 11 | Invesco Discovery Mid Cap Growth Y | 1.03M (1.05%) | 48.32K Increased by +4.68% | Nov 30, 23 |
| 12 | Invesco Mid Cap Growth | 975.27K (0.99%) | 237.98K Increased by +24.40% | Sep 30, 23 |
| 13 | SPDR® S&P MIDCAP 400 ETF Trust | 802.62K (0.81%) | -6.92K Decreased by -0.86% | Nov 30, 23 |
| 14 | William Blair Small-Mid Cap Growth CIT | 788.97K (0.80%) | -56.83K Decreased by -7.20% | Nov 30, 23 |
| 15 | William Blair Small-Mid Cap Growth I | 728.42K (0.74%) | -60.75K Decreased by -8.34% | Nov 30, 23 |
| 16 | Janus Henderson Gbl Sustainable Eq MA | 715.60K (0.73%) | 715.47K Increased by +99.98% | Sep 30, 23 |
| 17 | Janus Henderson Global Sustainable Eq | 715.60K (0.73%) | -24.56K Decreased by -3.43% | Sep 30, 23 |
| 18 | VIP Mid Cap Initial | 709.80K (0.72%) | 98.10K Increased by +13.82% | Nov 30, 23 |
| 19 | Janus Henderson Global Sust Eq E Inc GBP | 699.74K (0.71%) | -5.63K Decreased by -0.80% | Nov 30, 23 |
| 20 | Delaware Ivy Mid Cap Income Opps I | 680.50K (0.69%) | 50.32K Increased by +7.39% | Mar 31, 23 |