| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWD | 1000.00% |
| 2 | ISCB | 1000.00% |
| 3 | ISCG | 1000.00% |
| 4 | IWF | 1000.00% |
| 5 | IWB | 1000.00% |
| 6 | ITOT | 1000.00% |
| 7 | IUSG | 1000.00% |
| 8 | JKK | 1000.00% |
| 9 | JKJ | 1000.00% |
| 10 | IYY | 1000.00% |
| 11 | IYC | 1000.00% |
| 12 | IWV | 1000.00% |
| 13 | IWS | 1000.00% |
| 14 | IWR | 1000.00% |
| 15 | IWP | 1000.00% |
| 16 | LSAT | 3.10% |
| 17 | PSL | 2.71% |
| 18 | HAPS | 1.58% |
| 19 | XMLV | 1.16% |
| 20 | PRAY | 1.05% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.08M (10.65%) | 30.93K Increased by +1.00% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 2.98M (10.30%) | -68.32K Decreased by -2.29% | Sep 30, 23 |
| 3 | Riverbridge Partners LLC | 1.75M (6.05%) | -159.71K Decreased by -9.13% | Sep 30, 23 |
| 4 | Fidelity International Ltd | 1.02M (3.54%) | -3.16K Decreased by -0.31% | Sep 30, 23 |
| 5 | Burgundy Asset Management Ltd | 984.51K (3.41%) | 26.65K Increased by +2.71% | Sep 30, 23 |
| 6 | Van Berkom and Associates Inc | 871.87K (3.02%) | 92.44K Increased by +10.60% | Sep 30, 23 |
| 7 | FMR Inc | 862.60K (2.98%) | -79.35K Decreased by -9.20% | Sep 30, 23 |
| 8 | GW&K Investment Management, LLC | 854.40K (2.96%) | -8.04K Decreased by -0.94% | Sep 30, 23 |
| 9 | State Street Corporation | 847.83K (2.93%) | -23.32K Decreased by -2.75% | Sep 30, 23 |
| 10 | Dimensional Fund Advisors, Inc. | 751.68K (2.60%) | 14.41K Increased by +1.92% | Sep 30, 23 |
| 11 | ArrowMark Colorado Holdings, LLC (ArrowMark Partners) | 713.19K (2.47%) | -9.63K Decreased by -1.35% | Sep 30, 23 |
| 12 | Wasatch Advisors Inc. | 532.71K (1.84%) | 44.38K Increased by +8.33% | Sep 30, 23 |
| 13 | Geode Capital Management, LLC | 476.72K (1.65%) | -256.00 Decreased by -0.05% | Sep 30, 23 |
| 14 | Massachusetts Financial Services Company | 467.58K (1.62%) | 347.00 Increased by +0.07% | Sep 30, 23 |
| 15 | Northern Trust Corp | 442.12K (1.53%) | -4.22K Decreased by -0.95% | Sep 30, 23 |
| 16 | William Blair Investment Management, LLC | 429.85K (1.49%) | 59.09K Increased by +13.75% | Sep 30, 23 |
| 17 | T. Rowe Price Associates, Inc. | 420.13K (1.45%) | 1.19K Increased by +0.28% | Sep 30, 23 |
| 18 | Reinhart Mahoney Capital Management Inc | 395.31K (1.37%) | -67.20K Decreased by -17.00% | Sep 30, 23 |
| 19 | AQR Capital Management LLC | 384.02K (1.33%) | 4.91K Increased by +1.28% | Sep 30, 23 |
| 20 | Amvescap Plc. | 359.28K (1.24%) | -108.88K Decreased by -30.31% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 937.69K (3.24%) | 1.31K Increased by +0.14% | Nov 30, 23 |
| 2 | Fidelity Small Cap America Sr B | 898.38K (3.11%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 3 | iShares Core S&P Mid-Cap ETF | 897.06K (3.10%) | -162.00 Decreased by -0.02% | Dec 29, 23 |
| 4 | Vanguard Small Cap Index | 784.46K (2.71%) | 3.70K Increased by +0.47% | Nov 30, 23 |
| 5 | Vanguard Small Cap Growth Index Inv | 438.71K (1.52%) | 2.26K Increased by +0.52% | Nov 30, 23 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 427.63K (1.48%) | 11.60K Increased by +2.71% | Nov 30, 23 |
| 7 | T. Rowe Price Integrated US Sm Gr Eq | 304.00K (1.05%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 8 | TRP Integrated US Small-Cap Gr Eq | 304.00K (1.05%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 9 | Wasatch Small Cap Value | 290.46K (1.00%) | 29.91K Increased by +10.30% | Sep 30, 23 |
| 10 | Vanguard Explorer Inv | 275.30K (0.95%) | 8.09K Increased by +2.94% | Sep 30, 23 |
| 11 | MFS New Discovery Value I | 264.06K (0.91%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 12 | VIP Mid Cap Initial | 248.30K (0.86%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 13 | SPDR® S&P MIDCAP 400 ETF Trust | 238.80K (0.83%) | -2.06K Decreased by -0.86% | Nov 30, 23 |
| 14 | Fidelity® Small Cap Stock | 224.61K (0.78%) | -7.20K Decreased by -3.21% | Oct 31, 23 |
| 15 | iShares S&P Mid-Cap 400 Growth ETF | 195.68K (0.68%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 16 | State St Russell Sm/Mid Cp® Indx NL Cl C | 174.97K (0.61%) | -900.00 Decreased by -0.51% | Dec 31, 23 |
| 17 | Strategic Advisers® Small-Mid Cap | 173.07K (0.60%) | 6.10K Increased by +3.52% | Sep 30, 23 |
| 18 | Fidelity® Extended Market Index | 160.53K (0.56%) | 2.45K Increased by +1.53% | Nov 30, 23 |