| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWF | 1000.00% |
| 2 | IUSG | 1000.00% |
| 3 | IWB | 1000.00% |
| 4 | JKK | 1000.00% |
| 5 | JKJ | 1000.00% |
| 6 | IWD | 1000.00% |
| 7 | IYY | 1000.00% |
| 8 | IWV | 1000.00% |
| 9 | IWS | 1000.00% |
| 10 | IWR | 1000.00% |
| 11 | IWP | 1000.00% |
| 12 | ISCB | 1000.00% |
| 13 | ISCG | 1000.00% |
| 14 | ITOT | 1000.00% |
| 15 | MGMT | 3.29% |
| 16 | PKB | 2.77% |
| 17 | SRHQ | 2.05% |
| 18 | EWMC | 2.03% |
| 19 | JSMD | 1.33% |
| 20 | XMMO | 1.30% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 3.97M (11.54%) | -2.18K Decreased by -0.05% | Sep 30, 23 |
| 2 | BlackRock Inc | 3.16M (9.20%) | -39.75K Decreased by -1.26% | Sep 30, 23 |
| 3 | FMR Inc | 2.51M (7.30%) | 730.45K Increased by +29.09% | Sep 30, 23 |
| 4 | Neuberger Berman Group LLC | 1.64M (4.78%) | 29.74K Increased by +1.81% | Sep 30, 23 |
| 5 | Amvescap Plc. | 1.10M (3.19%) | 203.86K Increased by +18.57% | Sep 30, 23 |
| 6 | Allspring Global Investments Holdings, LLC | 1.04M (3.03%) | -94.59K Decreased by -9.07% | Sep 30, 23 |
| 7 | State Street Corporation | 981.93K (2.86%) | -18.97K Decreased by -1.93% | Sep 30, 23 |
| 8 | Frontier Capital Management CO Inc | 894.18K (2.60%) | -226.54K Decreased by -25.34% | Sep 30, 23 |
| 9 | Artemis Investment Management LLP | 893.99K (2.60%) | -143.01K Decreased by -16.00% | Sep 30, 23 |
| 10 | Dimensional Fund Advisors, Inc. | 702.17K (2.04%) | 25.49K Increased by +3.63% | Sep 30, 23 |
| 11 | William Blair Investment Management, LLC | 666.87K (1.94%) | 487.45K Increased by +73.10% | Sep 30, 23 |
| 12 | Geode Capital Management, LLC | 596.61K (1.73%) | 5.86K Increased by +0.98% | Sep 30, 23 |
| 13 | GW&K Investment Management, LLC | 428.71K (1.25%) | -13.68K Decreased by -3.19% | Sep 30, 23 |
| 14 | Federated Hermes Inc | 423.44K (1.23%) | -8.60K Decreased by -2.03% | Sep 30, 23 |
| 15 | Bank of New York Mellon Corp | 414.31K (1.20%) | -13.09K Decreased by -3.16% | Sep 30, 23 |
| 16 | Victory Capital Management Inc. | 405.03K (1.18%) | -128.54K Decreased by -31.74% | Sep 30, 23 |
| 17 | Morgan Stanley - Brokerage Accounts | 371.08K (1.08%) | 49.88K Increased by +13.44% | Sep 30, 23 |
| 18 | T. Rowe Price Associates, Inc. | 349.21K (1.02%) | 4.18K Increased by +1.20% | Sep 30, 23 |
| 19 | Brown Advisory Holdings Inc | 334.79K (0.97%) | 3.50K Increased by +1.04% | Sep 30, 23 |
| 20 | Charles Schwab Investment Management Inc | 329.03K (0.96%) | 5.61K Increased by +1.70% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 1.10M (3.21%) | 1.04K Increased by +0.09% | Nov 30, 23 |
| 2 | iShares Core S&P Mid-Cap ETF | 1.06M (3.08%) | -192.00 Decreased by -0.02% | Dec 29, 23 |
| 3 | Neuberger Berman Genesis Inv | 941.37K (2.74%) | -5.85K Decreased by -0.62% | Sep 30, 23 |
| 4 | Vanguard Small Cap Index | 917.08K (2.67%) | 3.79K Increased by +0.41% | Nov 30, 23 |
| 5 | Allspring Special Small Cap Value A | 805.67K (2.34%) | -9.50K Decreased by -1.18% | Dec 31, 23 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 515.72K (1.50%) | 15.40K Increased by +2.99% | Nov 30, 23 |
| 7 | Vanguard Small Cap Growth Index Inv | 513.75K (1.49%) | 3.50K Increased by +0.68% | Nov 30, 23 |
| 8 | Fidelity® Low-Priced Stock | 376.56K (1.09%) | 46.52K Increased by +12.36% | Oct 31, 23 |
| 9 | Victory Small Cap Value CIT (Net 75) | 295.00K (0.86%) | -105.00K Decreased by -35.59% | Sep 30, 23 |
| 10 | Victory Sycamore Small Company Opp R | 295.00K (0.86%) | -105.00K Decreased by -35.59% | Sep 30, 23 |
| 11 | SPDR® S&P MIDCAP 400 ETF Trust | 283.73K (0.83%) | -2.42K Decreased by -0.85% | Nov 30, 23 |
| 12 | Fidelity® Series Small Cap Opps | 280.00K (0.81%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 13 | Artemis US Select I Acc GBP | 264.74K (0.77%) | 3.91K Increased by +1.48% | Nov 30, 23 |
| 14 | T. Rowe Price Integrated US Sm Gr Eq | 250.40K (0.73%) | 2.50K Increased by +1.00% | Sep 30, 23 |
| 15 | TRP Integrated US Small-Cap Gr Eq | 250.40K (0.73%) | 2.50K Increased by +1.00% | Sep 30, 23 |
| 16 | TD Global Equity Growth - I | 249.30K (0.72%) | 14.79K Increased by +5.93% | Jun 30, 23 |
| 17 | Vanguard Strategic Equity Inv | 243.89K (0.71%) | 10.95K Increased by +4.49% | Sep 30, 23 |
| 18 | Fidelity® Small Cap Growth | 241.55K (0.70%) | -293.00 Decreased by -0.12% | Oct 31, 23 |
| 19 | Artemis US Smaller Companies I Acc GBP | 239.53K (0.70%) | -18.66K Decreased by -7.79% | Nov 30, 23 |
| 20 | Federated Hermes SDG Enggmt Eq X USD Acc | 235.93K (0.69%) | -1.85K Decreased by -0.78% | Sep 30, 23 |