| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ISCB | 1000.00% |
| 2 | IYY | 1000.00% |
| 3 | IWV | 1000.00% |
| 4 | IWS | 1000.00% |
| 5 | IWR | 1000.00% |
| 6 | IWP | 1000.00% |
| 7 | IWF | 1000.00% |
| 8 | IWD | 1000.00% |
| 9 | EXI | 1000.00% |
| 10 | IWB | 1000.00% |
| 11 | IVW | 1000.00% |
| 12 | IVV | 1000.00% |
| 13 | IVE | 1000.00% |
| 14 | IUSV | 1000.00% |
| 15 | IUSG | 1000.00% |
| 16 | ITOT | 1000.00% |
| 17 | ISCV | 1000.00% |
| 18 | ISCG | 1000.00% |
| 19 | JKK | 1000.00% |
| 20 | JKJ | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 6.92M (11.45%) | -6.17K Decreased by -0.09% | Sep 30, 23 |
| 2 | BlackRock Inc | 4.10M (6.79%) | -32.01K Decreased by -0.78% | Sep 30, 23 |
| 3 | FMR Inc | 2.65M (4.38%) | -106.46K Decreased by -4.02% | Sep 30, 23 |
| 4 | State Street Corporation | 2.40M (3.98%) | -46.20K Decreased by -1.92% | Sep 30, 23 |
| 5 | Brown Advisory Holdings Inc | 2.09M (3.46%) | -96.45K Decreased by -4.61% | Sep 30, 23 |
| 6 | Ariel Investments, LLC | 2.01M (3.33%) | 261.05K Increased by +12.99% | Sep 30, 23 |
| 7 | Amvescap Plc. | 1.63M (2.70%) | 147.52K Increased by +9.03% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 1.38M (2.28%) | 24.82K Increased by +1.80% | Sep 30, 23 |
| 9 | Macquarie Group Ltd | 1.26M (2.09%) | -109.09K Decreased by -8.65% | Sep 30, 23 |
| 10 | Morgan Stanley - Brokerage Accounts | 1.22M (2.02%) | -65.93K Decreased by -5.41% | Sep 30, 23 |
| 11 | Impax Asset Management Group PLC | 1.17M (1.94%) | 37.85K Increased by +3.23% | Sep 30, 23 |
| 12 | JPMorgan Chase & Co | 721.25K (1.19%) | -30.94K Decreased by -4.29% | Sep 30, 23 |
| 13 | Royal Bank of Canada | 716.13K (1.19%) | 93.08K Increased by +13.00% | Sep 30, 23 |
| 14 | Northern Trust Corp | 673.38K (1.11%) | 55.81K Increased by +8.29% | Sep 30, 23 |
| 15 | Charles Schwab Investment Management Inc | 650.14K (1.08%) | 194.26K Increased by +29.88% | Sep 30, 23 |
| 16 | ArrowMark Colorado Holdings, LLC (ArrowMark Partners) | 591.39K (0.98%) | 46.33K Increased by +7.83% | Sep 30, 23 |
| 17 | King Luther Capital Management Corp | 579.27K (0.96%) | 667.00 Increased by +0.12% | Sep 30, 23 |
| 18 | Coatue Management LLC | 560.82K (0.93%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 19 | Nuveen Asset Management, LLC | 494.42K (0.82%) | 96.47K Increased by +19.51% | Sep 30, 23 |
| 20 | Dimensional Fund Advisors, Inc. | 494.37K (0.82%) | 121.14K Increased by +24.50% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 1.95M (3.22%) | 2.44K Increased by +0.13% | Nov 30, 23 |
| 2 | Vanguard Small Cap Index | 1.61M (2.67%) | 7.12K Increased by +0.44% | Nov 30, 23 |
| 3 | Vanguard Institutional 500 Index Trust | 1.52M (2.51%) | 16.62K Increased by +1.09% | Nov 30, 23 |
| 4 | Principal LargeCap Growth I Instl | 923.42K (1.53%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 5 | Vanguard Small Cap Growth Index Inv | 902.77K (1.49%) | 5.58K Increased by +0.62% | Nov 30, 23 |
| 6 | Invesco S&P 500® Equal Weight ETF | 778.19K (1.29%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 7 | SPDR® S&P 500 ETF Trust | 768.76K (1.27%) | -5.26K Decreased by -0.68% | Dec 31, 23 |
| 8 | Delaware Ivy Mid Cap Growth A | 739.46K (1.22%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 9 | Fidelity® 500 Index | 725.31K (1.20%) | 4.62K Increased by +0.64% | Nov 30, 23 |
| 10 | Ariel Fund Investor | 641.93K (1.06%) | 31.53K Increased by +4.91% | Dec 31, 23 |
| 11 | iShares Core S&P 500 ETF | 612.13K (1.01%) | 370.00 Increased by +0.06% | Dec 29, 23 |
| 12 | Impax Climate Strategy | 546.87K (0.91%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 13 | Impax Specialists Strategy Composite | 485.40K (0.80%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 14 | Fidelity Growth Compy Commingled Pl O | 476.90K (0.79%) | 25.72K Increased by +5.39% | Nov 30, 23 |
| 15 | BNP Paribas Climate Impact Privl C | 472.79K (0.78%) | 55.00 Increased by +0.01% | Nov 30, 23 |
| 16 | Invesco S&P 500 GARP ETF | 444.19K (0.74%) | 721.00 Increased by +0.16% | Nov 30, 23 |
| 17 | Brown Advisory Growth Equity Inv | 437.93K (0.72%) | -1.81K Decreased by -0.41% | Nov 30, 23 |
| 18 | Vanguard Institutional Index I | 415.95K (0.69%) | 1.62K Increased by +0.39% | Nov 30, 23 |
| 19 | Fidelity® Growth Company | 379.61K (0.63%) | 25.00K Increased by +6.59% | Nov 30, 23 |
| 20 | Fidelity® Mid-Cap Stock | 359.86K (0.60%) | 0.00 Increased by 0.00% | Nov 30, 23 |