| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWF | 1000.00% |
| 2 | IWR | 1000.00% |
| 3 | IWS | 1000.00% |
| 4 | JKG | 1000.00% |
| 5 | JKE | 1000.00% |
| 6 | JKD | 1000.00% |
| 7 | IYY | 1000.00% |
| 8 | IYG | 1000.00% |
| 9 | IYF | 1000.00% |
| 10 | IXG | 1000.00% |
| 11 | IWV | 1000.00% |
| 12 | IAI | 1000.00% |
| 13 | ILCB | 1000.00% |
| 14 | ILCG | 1000.00% |
| 15 | IMCB | 1000.00% |
| 16 | IMCG | 1000.00% |
| 17 | ITOT | 1000.00% |
| 18 | IUSG | 1000.00% |
| 19 | IUSV | 1000.00% |
| 20 | IVE | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 4.54M (11.96%) | -47.87K Decreased by -1.05% | Sep 30, 23 |
| 2 | BlackRock Inc | 3.17M (8.35%) | 2.83K Increased by +0.09% | Sep 30, 23 |
| 3 | BAMCO Inc | 2.75M (7.24%) | 8.86K Increased by +0.32% | Sep 30, 23 |
| 4 | State Street Corporation | 1.90M (5.00%) | 91.67K Increased by +4.82% | Sep 30, 23 |
| 5 | Loomis, Sayles & Company LP | 1.61M (4.24%) | -57.36K Decreased by -3.56% | Sep 30, 23 |
| 6 | Wells Fargo & Co | 1.52M (3.99%) | -13.70K Decreased by -0.90% | Sep 30, 23 |
| 7 | Morgan Stanley - Brokerage Accounts | 1.40M (3.68%) | 698.61K Increased by +50.04% | Sep 30, 23 |
| 8 | Ninety One UK Limited | 1.19M (3.13%) | -48.47K Decreased by -4.08% | Sep 30, 23 |
| 9 | Kayne Anderson Rudnick Investment Management LLC | 1.03M (2.72%) | -27.53K Decreased by -2.66% | Sep 30, 23 |
| 10 | Geode Capital Management, LLC | 973.28K (2.56%) | 24.51K Increased by +2.52% | Sep 30, 23 |
| 11 | Bank of America Corp | 632.26K (1.66%) | 44.49K Increased by +7.04% | Sep 30, 23 |
| 12 | Amundi | 536.25K (1.41%) | 26.95K Increased by +5.03% | Sep 30, 23 |
| 13 | JPMorgan Chase & Co | 503.47K (1.33%) | 66.99K Increased by +13.30% | Sep 30, 23 |
| 14 | Fiera Capital Corporation | 441.05K (1.16%) | 6.96K Increased by +1.58% | Sep 30, 23 |
| 15 | Champlain Investment Partners, LLC | 433.01K (1.14%) | -510.00 Decreased by -0.12% | Sep 30, 23 |
| 16 | Northern Trust Corp | 390.56K (1.03%) | 17.61K Increased by +4.51% | Sep 30, 23 |
| 17 | Massachusetts Financial Services Company | 347.98K (0.92%) | 27.62K Increased by +7.94% | Sep 30, 23 |
| 18 | Charles Schwab Investment Management Inc | 346.90K (0.91%) | 4.53K Increased by +1.31% | Sep 30, 23 |
| 19 | Echo Street Capital Management LLC | 306.81K (0.81%) | -90.57K Decreased by -29.52% | Sep 30, 23 |
| 20 | Amvescap Plc. | 303.73K (0.80%) | -96.06K Decreased by -31.63% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Baron Growth Retail | 1.20M (3.16%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 2 | Baron Small Cap Growth Strategy | 1.20M (3.16%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 1.19M (3.14%) | 1.41K Increased by +0.12% | Nov 30, 23 |
| 4 | Vanguard Institutional 500 Index Trust | 929.88K (2.45%) | 8.08K Increased by +0.87% | Nov 30, 23 |
| 5 | Vanguard Mid Cap Index Institutional | 867.09K (2.28%) | 1.01K Increased by +0.12% | Nov 30, 23 |
| 6 | Baron Partners Retail | 730.00K (1.92%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 7 | SPDR® S&P 500 ETF Trust | 471.59K (1.24%) | -3.36K Decreased by -0.71% | Dec 31, 23 |
| 8 | Ninety One GSF Glb Frchs I Acc USD | 471.49K (1.24%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 9 | Ninety One Global Franchise | 471.49K (1.24%) | -4.21K Decreased by -0.89% | Sep 30, 23 |
| 10 | Fidelity® 500 Index | 444.51K (1.17%) | 2.83K Increased by +0.64% | Nov 30, 23 |
| 11 | Champlain Mid Cap Fund, LLC | 422.17K (1.11%) | 550.00 Increased by +0.13% | Nov 30, 23 |
| 12 | Loomis Sayles Growth Y | 414.54K (1.09%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 13 | iShares Core S&P 500 ETF | 378.59K (1.00%) | 230.00 Increased by +0.06% | Dec 29, 23 |
| 14 | Baron Asset Retail | 370.73K (0.98%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 15 | Baron Mid Cap Growth Strategy | 370.73K (0.98%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 16 | Vanguard Growth Index Investor | 335.91K (0.88%) | 1.73K Increased by +0.52% | Nov 30, 23 |
| 17 | MS INVF Global Brands A USD | 287.12K (0.76%) | -2.77K Decreased by -0.96% | Sep 30, 23 |
| 18 | Morgan Stanley Glbl Franchise | 287.12K (0.76%) | 287.12K Increased by +100.00% | Sep 30, 23 |
| 19 | Eaton Vance Atlanta Capital SMID-Cap I | 267.46K (0.70%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | Vanguard Mid-Cap Growth ETF | 265.38K (0.70%) | 835.00 Increased by +0.31% | Nov 30, 23 |