| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IHF | 1000.00% |
| 2 | JKK | 1000.00% |
| 3 | IYY | 1000.00% |
| 4 | IWV | 1000.00% |
| 5 | IWO | 1000.00% |
| 6 | IWM | 1000.00% |
| 7 | IUSV | 1000.00% |
| 8 | IUSG | 1000.00% |
| 9 | ITOT | 1000.00% |
| 10 | JKJ | 1000.00% |
| 11 | ISCG | 1000.00% |
| 12 | ISCB | 1000.00% |
| 13 | XHS | 2.17% |
| 14 | FINX | 1.98% |
| 15 | NSCS | 1.41% |
| 16 | PFUT | 1.39% |
| 17 | FPX | 1.37% |
| 18 | SMCP | 1.11% |
| 19 | DTEC | 1.07% |
| 20 | MMSC | 0.85% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 10.03M (11.92%) | -314.84K Decreased by -3.14% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 8.52M (10.12%) | 17.76K Increased by +0.21% | Sep 30, 23 |
| 3 | Wasatch Advisors Inc. | 7.27M (8.64%) | 139.45K Increased by +1.92% | Sep 30, 23 |
| 4 | FMR Inc | 5.65M (6.71%) | 907.74K Increased by +16.07% | Sep 30, 23 |
| 5 | State Street Corporation | 2.82M (3.35%) | 6.58K Increased by +0.23% | Sep 30, 23 |
| 6 | William Blair Investment Management, LLC | 2.65M (3.14%) | -147.50K Decreased by -5.58% | Sep 30, 23 |
| 7 | JPMorgan Chase & Co | 2.33M (2.77%) | -182.91K Decreased by -7.85% | Sep 30, 23 |
| 8 | ClearBridge Advisors, LLC | 2.20M (2.62%) | 238.12K Increased by +10.80% | Sep 30, 23 |
| 9 | Brown Advisory Holdings Inc | 2.07M (2.46%) | -37.49K Decreased by -1.81% | Sep 30, 23 |
| 10 | Millennium Management LLC | 1.87M (2.22%) | 569.81K Increased by +30.53% | Sep 30, 23 |
| 11 | Geode Capital Management, LLC | 1.81M (2.15%) | 64.43K Increased by +3.56% | Sep 30, 23 |
| 12 | ArrowMark Colorado Holdings, LLC (ArrowMark Partners) | 1.58M (1.88%) | -77.95K Decreased by -4.94% | Sep 30, 23 |
| 13 | Franklin Resources Inc | 1.38M (1.64%) | -61.31K Decreased by -4.43% | Sep 30, 23 |
| 14 | Allspring Global Investments Holdings, LLC | 1.34M (1.60%) | -29.71K Decreased by -2.21% | Sep 30, 23 |
| 15 | Dimensional Fund Advisors, Inc. | 1.30M (1.55%) | 111.21K Increased by +8.54% | Sep 30, 23 |
| 16 | Mackenzie Investments | 1.14M (1.36%) | -3.66K Decreased by -0.32% | Sep 30, 23 |
| 17 | Stephens Inv Mgmt Group LLC | 1.13M (1.35%) | 2.34K Increased by +0.21% | Sep 30, 23 |
| 18 | Northern Trust Corp | 1.12M (1.33%) | -18.48K Decreased by -1.65% | Sep 30, 23 |
| 19 | HHG PLC | 1.09M (1.29%) | -117.76K Decreased by -10.83% | Sep 30, 23 |
| 20 | Van Berkom and Associates Inc | 1.04M (1.24%) | 51.82K Increased by +4.97% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 2.68M (3.18%) | 3.74K Increased by +0.14% | Nov 30, 23 |
| 2 | iShares Core S&P Mid-Cap ETF | 2.60M (3.09%) | -471.00 Decreased by -0.02% | Dec 29, 23 |
| 3 | iShares Russell 2000 ETF | 2.25M (2.67%) | 14.28K Increased by +0.64% | Dec 29, 23 |
| 4 | Vanguard Small Cap Index | 2.21M (2.63%) | 9.64K Increased by +0.44% | Nov 30, 23 |
| 5 | Wasatch Core Growth | 1.74M (2.07%) | 65.11K Increased by +3.74% | Sep 30, 23 |
| 6 | Vanguard Small Cap Growth Index Inv | 1.24M (1.47%) | 7.45K Increased by +0.60% | Nov 30, 23 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 1.23M (1.46%) | 16.02K Increased by +1.31% | Nov 30, 23 |
| 8 | Vanguard Explorer Inv | 1.16M (1.38%) | 16.61K Increased by +1.43% | Sep 30, 23 |
| 9 | VIP Growth Initial | 1.14M (1.36%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | Wasatch Small Cap Growth Investor | 1.08M (1.29%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 11 | Fidelity Advisor® Equity Growth I | 1.04M (1.24%) | 17.60K Increased by +1.69% | Nov 30, 23 |
| 12 | JPMorgan Small Cap Equity A | 1.00M (1.19%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 13 | JPM US Small Cap Core-Composite | 968.38K (1.15%) | -146.79K Decreased by -15.16% | Dec 31, 23 |
| 14 | ClearBridge Small Cap Growth A | 862.09K (1.02%) | 130.02K Increased by +15.08% | Sep 30, 23 |
| 15 | ClearBridge Small Cap Growth | 852.60K (1.01%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 16 | Canada Life US Small-Mid Cap Growth F | 838.41K (1.00%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 17 | Fidelity® Small Cap Index | 810.61K (0.96%) | 22.17K Increased by +2.74% | Oct 31, 23 |
| 18 | Baron Opp. Small Cap Growth Strategy | 800.00K (0.95%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 19 | Baron Small Cap Retail | 800.00K (0.95%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 20 | Fidelity® Capital Appreciation | 789.40K (0.94%) | -16.80K Decreased by -2.13% | Nov 30, 23 |