| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ISCB | 1000.00% |
| 2 | JKK | 1000.00% |
| 3 | JKJ | 1000.00% |
| 4 | IYY | 1000.00% |
| 5 | IWV | 1000.00% |
| 6 | IWS | 1000.00% |
| 7 | IWR | 1000.00% |
| 8 | IWD | 1000.00% |
| 9 | IWB | 1000.00% |
| 10 | IUSV | 1000.00% |
| 11 | IUSG | 1000.00% |
| 12 | ITOT | 1000.00% |
| 13 | ISCG | 1000.00% |
| 14 | IGM | 1000.00% |
| 15 | MDCP | 2.65% |
| 16 | TSME | 2.00% |
| 17 | SAEF | 1.91% |
| 18 | JSMD | 1.50% |
| 19 | LOPP | 1.40% |
| 20 | RISN | 1.06% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 2.63M (10.75%) | 20.95K Increased by +0.80% | Sep 30, 23 |
| 2 | BlackRock Inc | 2.15M (8.78%) | 3.54K Increased by +0.16% | Sep 30, 23 |
| 3 | T. Rowe Price Investment Management,Inc. | 1.48M (6.05%) | -2.08K Decreased by -0.14% | Sep 30, 23 |
| 4 | Neuberger Berman Group LLC | 895.94K (3.66%) | -3.46K Decreased by -0.39% | Sep 30, 23 |
| 5 | Mairs & Power Inc | 878.02K (3.59%) | -14.16K Decreased by -1.61% | Sep 30, 23 |
| 6 | Impax Asset Management Group PLC | 749.54K (3.06%) | -34.45K Decreased by -4.60% | Sep 30, 23 |
| 7 | Massachusetts Financial Services Company | 714.91K (2.92%) | -2.01K Decreased by -0.28% | Sep 30, 23 |
| 8 | State Street Corporation | 682.76K (2.79%) | 4.35K Increased by +0.64% | Sep 30, 23 |
| 9 | AllianceBernstein L.P. | 547.87K (2.24%) | -74.38K Decreased by -13.58% | Sep 30, 23 |
| 10 | Earnest Partners LLC | 465.94K (1.90%) | -9.41K Decreased by -2.02% | Sep 30, 23 |
| 11 | Macquarie Group Ltd | 448.77K (1.83%) | 1.16K Increased by +0.26% | Sep 30, 23 |
| 12 | Amvescap Plc. | 414.89K (1.69%) | 26.28K Increased by +6.33% | Sep 30, 23 |
| 13 | Victory Capital Management Inc. | 401.96K (1.64%) | -32.36K Decreased by -8.05% | Sep 30, 23 |
| 14 | Geode Capital Management, LLC | 389.87K (1.59%) | 8.47K Increased by +2.17% | Sep 30, 23 |
| 15 | Ariel Investments, LLC | 339.85K (1.39%) | 1.09K Increased by +0.32% | Sep 30, 23 |
| 16 | Dimensional Fund Advisors, Inc. | 335.40K (1.37%) | 17.21K Increased by +5.13% | Sep 30, 23 |
| 17 | Brown Advisory Holdings Inc | 318.19K (1.30%) | 735.00 Increased by +0.23% | Sep 30, 23 |
| 18 | Principal Financial Group Inc | 306.19K (1.25%) | -57.00 Decreased by -0.02% | Sep 30, 23 |
| 19 | Vulcan Value Partners, LLC | 273.97K (1.12%) | -69.18K Decreased by -25.25% | Sep 30, 23 |
| 20 | Charles Schwab Investment Management Inc | 271.11K (1.11%) | 8.34K Increased by +3.08% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 781.00K (3.19%) | 1.11K Increased by +0.14% | Nov 30, 23 |
| 2 | iShares Core S&P Mid-Cap ETF | 755.23K (3.08%) | -137.00 Decreased by -0.02% | Dec 29, 23 |
| 3 | Vanguard Small Cap Index | 644.74K (2.63%) | 2.67K Increased by +0.41% | Nov 30, 23 |
| 4 | Neuberger Berman Genesis Inv | 587.18K (2.40%) | -3.65K Decreased by -0.62% | Sep 30, 23 |
| 5 | Mairs & Power Growth | 490.00K (2.00%) | -10.00K Decreased by -2.04% | Sep 30, 23 |
| 6 | Mairs & Power Multi Cap | 490.00K (2.00%) | -10.00K Decreased by -2.04% | Sep 30, 23 |
| 7 | MFS Mid Cap Growth A | 431.41K (1.76%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 8 | MFS Mid Cap Growth Equity | 431.41K (1.76%) | -1.79K Decreased by -0.42% | Sep 30, 23 |
| 9 | T. Rowe Price Small-Cap Value | 386.43K (1.58%) | -800.00 Decreased by -0.21% | Sep 30, 23 |
| 10 | Vanguard Small Cap Growth Index Inv | 360.90K (1.47%) | 2.18K Increased by +0.60% | Nov 30, 23 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 359.03K (1.47%) | 6.89K Increased by +1.92% | Nov 30, 23 |
| 12 | Impax Climate Strategy | 308.70K (1.26%) | -3.35K Decreased by -1.09% | Oct 31, 23 |
| 13 | Victory Small Cap Value CIT (Net 75) | 290.00K (1.18%) | -27.00K Decreased by -9.31% | Sep 30, 23 |
| 14 | Victory Sycamore Small Company Opp R | 290.00K (1.18%) | -27.00K Decreased by -9.31% | Sep 30, 23 |
| 15 | Impax Specialists Strategy Composite | 284.96K (1.16%) | -12.37K Decreased by -4.34% | Oct 31, 23 |
| 16 | Delaware Ivy Mid Cap Growth A | 270.44K (1.10%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 17 | BNP Paribas Climate Impact Privl C | 265.90K (1.09%) | 31.00 Increased by +0.01% | Nov 30, 23 |
| 18 | Vanguard Information Technology ETF | 218.42K (0.89%) | 3.88K Increased by +1.77% | Nov 30, 23 |
| 19 | T. Rowe Price Mid-Cap Growth | 207.77K (0.85%) | -900.00 Decreased by -0.43% | Sep 30, 23 |
| 20 | T. Rowe Price US Mid-Cap Growth Equity | 207.77K (0.85%) | -900.00 Decreased by -0.43% | Sep 30, 23 |