| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IAK | 1000.00% |
| 2 | IWR | 1000.00% |
| 3 | IWP | 1000.00% |
| 4 | IWF | 1000.00% |
| 5 | IWD | 1000.00% |
| 6 | IWB | 1000.00% |
| 7 | ITOT | 1000.00% |
| 8 | IMCV | 1000.00% |
| 9 | IMCG | 1000.00% |
| 10 | IMCB | 1000.00% |
| 11 | ILCV | 1000.00% |
| 12 | ILCG | 1000.00% |
| 13 | ILCB | 1000.00% |
| 14 | JKI | 1000.00% |
| 15 | JKG | 1000.00% |
| 16 | JKF | 1000.00% |
| 17 | JKE | 1000.00% |
| 18 | JKD | 1000.00% |
| 19 | IYY | 1000.00% |
| 20 | IYF | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 1.18M (9.23%) | -15.53K Decreased by -1.31% | Sep 30, 23 |
| 2 | BlackRock Inc | 633.63K (4.95%) | -782.00 Decreased by -0.12% | Sep 30, 23 |
| 3 | Principal Financial Group Inc | 569.35K (4.45%) | -2.46K Decreased by -0.43% | Sep 30, 23 |
| 4 | Morgan Stanley - Brokerage Accounts | 539.21K (4.21%) | 16.60K Increased by +3.08% | Sep 30, 23 |
| 5 | Davenport & Company LLC | 308.42K (2.41%) | -14.22K Decreased by -4.61% | Sep 30, 23 |
| 6 | Baillie Gifford & Co Limited. | 302.68K (2.36%) | -6.62K Decreased by -2.19% | Sep 30, 23 |
| 7 | State Street Corporation | 288.31K (2.25%) | -336.00 Decreased by -0.12% | Sep 30, 23 |
| 8 | Wellington Management Company LLP | 275.47K (2.15%) | -11.08K Decreased by -4.02% | Sep 30, 23 |
| 9 | Davis Selected Advisers | 262.10K (2.05%) | -3.13K Decreased by -1.19% | Sep 30, 23 |
| 10 | Geode Capital Management, LLC | 183.31K (1.43%) | 2.43K Increased by +1.33% | Sep 30, 23 |
| 11 | Berkshire Hathaway Inc | 158.72K (1.24%) | -312.95K Decreased by -197.17% | Sep 30, 23 |
| 12 | Bank of America Corp | 128.13K (1.00%) | 1.84K Increased by +1.44% | Sep 30, 23 |
| 13 | Mackenzie Investments | 126.06K (0.98%) | -16.59K Decreased by -13.16% | Sep 30, 23 |
| 14 | Scharf Investments | 121.99K (0.95%) | -3.69K Decreased by -3.03% | Sep 30, 23 |
| 15 | DF Dent & Co Inc | 100.80K (0.79%) | -3.20K Decreased by -3.17% | Sep 30, 23 |
| 16 | Legal & General Group PLC | 94.78K (0.74%) | 2.74K Increased by +2.89% | Sep 30, 23 |
| 17 | Polar Capital Holdings PLC | 94.20K (0.74%) | -7.05K Decreased by -7.48% | Sep 30, 23 |
| 18 | Wells Fargo & Co | 93.66K (0.73%) | -1.14K Decreased by -1.22% | Sep 30, 23 |
| 19 | Dimensional Fund Advisors, Inc. | 93.64K (0.73%) | 1.15K Increased by +1.23% | Sep 30, 23 |
| 20 | Fenimore Asset Management Inc | 88.73K (0.69%) | -386.00 Decreased by -0.44% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Principal Aligned MidCap Equity | 420.47K (3.28%) | -1.30K Decreased by -0.31% | Sep 30, 23 |
| 2 | Principal MidCap R5 | 420.18K (3.28%) | 2.58K Increased by +0.61% | Nov 30, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 394.01K (3.08%) | 485.00 Increased by +0.12% | Nov 30, 23 |
| 4 | Vanguard Mid Cap Index Institutional | 286.37K (2.24%) | 385.00 Increased by +0.13% | Nov 30, 23 |
| 5 | Eaton Vance Atlanta Capital SMID-Cap I | 262.85K (2.05%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 188.74K (1.47%) | 3.37K Increased by +1.78% | Nov 30, 23 |
| 7 | Vanguard Value Index Inv | 107.86K (0.84%) | 305.00 Increased by +0.28% | Nov 30, 23 |
| 8 | Polar Capital Global Ins A Inc | 82.50K (0.64%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 9 | State St Russell Sm/Mid Cp® Indx NL Cl C | 77.59K (0.61%) | 1.67K Increased by +2.15% | Dec 31, 23 |
| 10 | Hartford MidCap Y | 74.49K (0.58%) | -3.57K Decreased by -4.80% | Nov 30, 23 |
| 11 | Fidelity® Extended Market Index | 71.46K (0.56%) | 1.11K Increased by +1.56% | Nov 30, 23 |
| 12 | JHancock Disciplined Value Mid Cap I | 65.26K (0.51%) | 65.26K Increased by +100.00% | Nov 30, 23 |
| 13 | iShares MSCI USA Min Vol Factor ETF | 63.63K (0.50%) | 141.00 Increased by +0.22% | Dec 29, 23 |
| 14 | Canada Life US Small-Mid Cap Growth F | 61.15K (0.48%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 15 | Allspring LT Large Cap Fundamental Div | 59.91K (0.47%) | 59.91K Increased by +100.00% | Nov 30, 23 |
| 16 | Scharf Quality Value | 58.90K (0.46%) | -1.51K Decreased by -2.57% | Oct 31, 23 |
| 17 | FAM Value Investor | 53.85K (0.42%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 18 | Vanguard Mid-Cap Value ETF | 50.72K (0.40%) | -214.00 Decreased by -0.42% | Nov 30, 23 |
| 19 | Fort Washington Large Cap Focused Equity | 44.05K (0.34%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 20 | Vanguard Mid-Cap Growth ETF | 43.83K (0.34%) | 139.00 Increased by +0.32% | Nov 30, 23 |