| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKG | 1000.00% |
| 2 | IWF | 1000.00% |
| 3 | IWB | 1000.00% |
| 4 | ILCG | 1000.00% |
| 5 | ILCB | 1000.00% |
| 6 | IGM | 1000.00% |
| 7 | IWV | 1000.00% |
| 8 | IXN | 1000.00% |
| 9 | IYW | 1000.00% |
| 10 | IYY | 1000.00% |
| 11 | GLOF | 1000.00% |
| 12 | JKD | 1000.00% |
| 13 | JKE | 1000.00% |
| 14 | IVW | 1000.00% |
| 15 | IVV | 1000.00% |
| 16 | IUSG | 1000.00% |
| 17 | IWP | 1000.00% |
| 18 | ITOT | 1000.00% |
| 19 | IWR | 1000.00% |
| 20 | IMCG | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 8.92M (11.82%) | -86.82K Decreased by -0.97% | Sep 30, 23 |
| 2 | BlackRock Inc | 6.00M (7.95%) | -236.15K Decreased by -3.93% | Sep 30, 23 |
| 3 | BAMCO Inc | 4.66M (6.17%) | -63.21K Decreased by -1.36% | Sep 30, 23 |
| 4 | Massachusetts Financial Services Company | 3.34M (4.42%) | -35.39K Decreased by -1.06% | Sep 30, 23 |
| 5 | State Street Corporation | 3.07M (4.07%) | -60.77K Decreased by -1.98% | Sep 30, 23 |
| 6 | FMR Inc | 2.89M (3.83%) | -124.51K Decreased by -4.31% | Sep 30, 23 |
| 7 | Morgan Stanley - Brokerage Accounts | 2.16M (2.86%) | 95.04K Increased by +4.41% | Sep 30, 23 |
| 8 | Generation Investment Management LLP | 2.08M (2.75%) | -11.24K Decreased by -0.54% | Sep 30, 23 |
| 9 | Polen Capital | 1.92M (2.54%) | -37.67K Decreased by -1.97% | Sep 30, 23 |
| 10 | Geode Capital Management, LLC | 1.70M (2.25%) | 26.91K Increased by +1.58% | Sep 30, 23 |
| 11 | Wellington Management Company LLP | 1.65M (2.19%) | -164.27K Decreased by -9.93% | Sep 30, 23 |
| 12 | Principal Financial Group Inc | 1.57M (2.07%) | 364.13K Increased by +23.27% | Sep 30, 23 |
| 13 | Brown Advisory Holdings Inc | 1.16M (1.53%) | 141.22K Increased by +12.22% | Sep 30, 23 |
| 14 | Northern Trust Corp | 967.83K (1.28%) | -16.52K Decreased by -1.71% | Sep 30, 23 |
| 15 | Goldman Sachs Group Inc | 940.61K (1.25%) | -138.68K Decreased by -14.74% | Sep 30, 23 |
| 16 | Winslow Capital Management, LLC | 821.42K (1.09%) | -12.44K Decreased by -1.51% | Sep 30, 23 |
| 17 | Franklin Resources Inc | 777.16K (1.03%) | 425.46K Increased by +54.75% | Sep 30, 23 |
| 18 | Amvescap Plc. | 740.96K (0.98%) | 46.42K Increased by +6.27% | Sep 30, 23 |
| 19 | Bank of America Corp | 723.52K (0.96%) | -89.08K Decreased by -12.31% | Sep 30, 23 |
| 20 | Findlay Park Partners LLP | 658.57K (0.87%) | -6.21K Decreased by -0.94% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 2.35M (3.11%) | 5.01K Increased by +0.21% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 1.92M (2.55%) | 17.85K Increased by +0.93% | Nov 30, 23 |
| 3 | Vanguard Mid Cap Index Institutional | 1.70M (2.26%) | 1.18K Increased by +0.07% | Nov 30, 23 |
| 4 | Baron Growth Retail | 1.51M (2.00%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 5 | Baron Small Cap Growth Strategy | 1.51M (2.00%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 6 | Principal Aligned MidCap Equity | 1.09M (1.45%) | 266.90K Increased by +24.39% | Sep 30, 23 |
| 7 | Principal MidCap R5 | 1.09M (1.44%) | -1.18K Decreased by -0.11% | Nov 30, 23 |
| 8 | Baron Asset Retail | 1.02M (1.36%) | -137.00K Decreased by -13.37% | Dec 31, 23 |
| 9 | Baron Mid Cap Growth Strategy | 1.02M (1.36%) | -137.00K Decreased by -13.37% | Dec 31, 23 |
| 10 | SPDR® S&P 500 ETF Trust | 960.46K (1.27%) | -6.72K Decreased by -0.70% | Dec 31, 23 |
| 11 | Fidelity® Magellan® | 954.75K (1.27%) | -600.00 Decreased by -0.06% | Nov 30, 23 |
| 12 | Fidelity® 500 Index | 918.53K (1.22%) | 5.85K Increased by +0.64% | Nov 30, 23 |
| 13 | iShares Core S&P 500 ETF | 776.22K (1.03%) | 460.00 Increased by +0.06% | Dec 29, 23 |
| 14 | MFS Growth Equity | 774.59K (1.03%) | -4.22K Decreased by -0.54% | Sep 30, 23 |
| 15 | MFS Growth B | 764.58K (1.01%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 16 | Baron Partners Retail | 700.00K (0.93%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 17 | Baron Opp. Small Cap Growth Strategy | 675.00K (0.89%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 18 | Baron Small Cap Retail | 675.00K (0.89%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 19 | MFS Mid Cap Growth A | 673.86K (0.89%) | 30.38K Increased by +4.51% | Nov 30, 23 |
| 20 | Vanguard Growth Index Investor | 659.74K (0.87%) | 3.59K Increased by +0.54% | Nov 30, 23 |