| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWV | 1000.00% |
| 2 | IWR | 1000.00% |
| 3 | JKE | 1000.00% |
| 4 | JKG | 1000.00% |
| 5 | IWP | 1000.00% |
| 6 | IWF | 1000.00% |
| 7 | IWB | 1000.00% |
| 8 | IUSG | 1000.00% |
| 9 | ITOT | 1000.00% |
| 10 | IYH | 1000.00% |
| 11 | IYY | 1000.00% |
| 12 | IMCG | 1000.00% |
| 13 | IMCB | 1000.00% |
| 14 | ILCG | 1000.00% |
| 15 | ILCB | 1000.00% |
| 16 | IBB | 1000.00% |
| 17 | JKD | 1000.00% |
| 18 | PTH | 3.00% |
| 19 | AMID | 2.95% |
| 20 | JSMD | 2.30% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 2.41M (9.96%) | -48.33K Decreased by -2.00% | Sep 30, 23 |
| 2 | BlackRock Inc | 2.38M (9.82%) | -99.22K Decreased by -4.17% | Sep 30, 23 |
| 3 | Wasatch Advisors Inc. | 1.27M (5.25%) | -297.06K Decreased by -23.36% | Sep 30, 23 |
| 4 | State Street Corporation | 645.86K (2.67%) | -26.02K Decreased by -4.03% | Sep 30, 23 |
| 5 | Fuller & Thaler Asset Management Inc | 638.45K (2.64%) | -304.82K Decreased by -47.74% | Sep 30, 23 |
| 6 | Amvescap Plc. | 611.90K (2.53%) | 246.78K Increased by +40.33% | Sep 30, 23 |
| 7 | Riverbridge Partners LLC | 609.19K (2.51%) | -42.52K Decreased by -6.98% | Sep 30, 23 |
| 8 | BTIM Corp | 539.96K (2.23%) | -9.95K Decreased by -1.84% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 485.63K (2.00%) | 7.89K Increased by +1.62% | Sep 30, 23 |
| 10 | Dimensional Fund Advisors, Inc. | 467.05K (1.93%) | -43.71K Decreased by -9.36% | Sep 30, 23 |
| 11 | Wellington Management Company LLP | 421.31K (1.74%) | 319.21K Increased by +75.77% | Sep 30, 23 |
| 12 | American Capital Management Inc | 420.92K (1.74%) | -7.85K Decreased by -1.87% | Sep 30, 23 |
| 13 | Goldman Sachs Group Inc | 400.09K (1.65%) | 3.94K Increased by +0.99% | Sep 30, 23 |
| 14 | Morgan Stanley - Brokerage Accounts | 310.87K (1.28%) | 23.69K Increased by +7.62% | Sep 30, 23 |
| 15 | Bessemer Group Inc | 281.79K (1.16%) | 281.76K Increased by +99.99% | Sep 30, 23 |
| 16 | T. Rowe Price Associates, Inc. | 266.50K (1.10%) | -58.62K Decreased by -22.00% | Sep 30, 23 |
| 17 | Renaissance Technologies Corp | 259.19K (1.07%) | 48.30K Increased by +18.64% | Sep 30, 23 |
| 18 | Northern Trust Corp | 241.20K (1.00%) | 9.19K Increased by +3.81% | Sep 30, 23 |
| 19 | Bank of New York Mellon Corp | 240.48K (0.99%) | -8.65K Decreased by -3.60% | Sep 30, 23 |
| 20 | FMR Inc | 239.61K (0.99%) | -3.62K Decreased by -1.51% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 718.90K (2.97%) | 3.69K Increased by +0.51% | Nov 30, 23 |
| 2 | iShares Core S&P Mid-Cap ETF | 707.73K (2.92%) | -128.00 Decreased by -0.02% | Dec 29, 23 |
| 3 | Fuller & Thaler Behavioral Sm-Cp Eq R6 | 601.91K (2.48%) | -213.16K Decreased by -35.41% | Sep 30, 23 |
| 4 | Fuller & Thaler Behavioral Small-Cap Eq | 601.91K (2.48%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 5 | Vanguard Small Cap Index | 593.74K (2.45%) | 2.55K Increased by +0.43% | Nov 30, 23 |
| 6 | Vanguard Explorer Inv | 381.65K (1.58%) | 302.65K Increased by +79.30% | Sep 30, 23 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 336.90K (1.39%) | 5.38K Increased by +1.60% | Nov 30, 23 |
| 8 | Vanguard Small Cap Growth Index Inv | 332.45K (1.37%) | 2.12K Increased by +0.64% | Nov 30, 23 |
| 9 | Wasatch Small Cap Growth Investor | 286.43K (1.18%) | -43.19K Decreased by -15.08% | Sep 30, 23 |
| 10 | Invesco Discovery A | 261.25K (1.08%) | 14.01K Increased by +5.36% | Nov 30, 23 |
| 11 | Wasatch Core Growth | 247.27K (1.02%) | -65.34K Decreased by -26.43% | Sep 30, 23 |
| 12 | Invesco OFI Small Cap Growth | 239.60K (0.99%) | 69.98K Increased by +29.21% | Sep 30, 23 |
| 13 | UBS: US Equity Small Cap Growth | 193.52K (0.80%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 14 | Ranger Small Cap | 189.69K (0.78%) | -6.93K Decreased by -3.65% | Sep 30, 23 |
| 15 | T. Rowe Price Integrated US Sm Gr Eq | 186.40K (0.77%) | -44.50K Decreased by -23.87% | Sep 30, 23 |
| 16 | TRP Integrated US Small-Cap Gr Eq | 186.40K (0.77%) | -44.50K Decreased by -23.87% | Sep 30, 23 |
| 17 | SPDR® S&P MIDCAP 400 ETF Trust | 186.00K (0.77%) | -1.60K Decreased by -0.86% | Nov 30, 23 |
| 18 | iShares Biotechnology ETF | 179.87K (0.74%) | -164.00 Decreased by -0.09% | Dec 29, 23 |
| 19 | TD Global Equity Growth - I | 171.73K (0.71%) | -30.78K Decreased by -17.92% | Jun 30, 23 |