| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IMCG | 1000.00% |
| 2 | JKG | 1000.00% |
| 3 | JKE | 1000.00% |
| 4 | JKD | 1000.00% |
| 5 | IYY | 1000.00% |
| 6 | IYG | 1000.00% |
| 7 | IYF | 1000.00% |
| 8 | IWV | 1000.00% |
| 9 | IWR | 1000.00% |
| 10 | IWP | 1000.00% |
| 11 | IWF | 1000.00% |
| 12 | IWB | 1000.00% |
| 13 | IUSG | 1000.00% |
| 14 | IAI | 1000.00% |
| 15 | ILCB | 1000.00% |
| 16 | ILCG | 1000.00% |
| 17 | IMCB | 1000.00% |
| 18 | ITOT | 1000.00% |
| 19 | KCE | 1.75% |
| 20 | HAPY | 1.23% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Select Equity Group LP | 3.60M (15.67%) | -338.73K Decreased by -9.41% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 2.55M (11.12%) | 75.28K Increased by +2.95% | Sep 30, 23 |
| 3 | BlackRock Inc | 2.38M (10.34%) | 1.23M Increased by +51.65% | Sep 30, 23 |
| 4 | Morgan Stanley - Brokerage Accounts | 1.96M (8.52%) | 19.12K Increased by +0.98% | Sep 30, 23 |
| 5 | BAMCO Inc | 1.33M (5.78%) | 98.19K Increased by +7.40% | Sep 30, 23 |
| 6 | Bank of America Corp | 1.28M (5.57%) | -15.24K Decreased by -1.19% | Sep 30, 23 |
| 7 | Kayne Anderson Rudnick Investment Management LLC | 1.25M (5.46%) | -1.94K Decreased by -0.15% | Sep 30, 23 |
| 8 | Massachusetts Financial Services Company | 1.01M (4.39%) | 380.39K Increased by +37.75% | Sep 30, 23 |
| 9 | State Street Corporation | 713.51K (3.11%) | 314.47K Increased by +44.07% | Sep 30, 23 |
| 10 | T. Rowe Price Associates, Inc. | 693.69K (3.02%) | 561.11K Increased by +80.89% | Sep 30, 23 |
| 11 | Wasatch Advisors Inc. | 528.70K (2.30%) | 20.43K Increased by +3.86% | Sep 30, 23 |
| 12 | Liontrust Investment Partners LLP | 453.13K (1.97%) | -16.51K Decreased by -3.64% | Sep 30, 23 |
| 13 | FMR Inc | 434.54K (1.89%) | -210.00 Decreased by -0.05% | Sep 30, 23 |
| 14 | Geode Capital Management, LLC | 422.53K (1.84%) | 30.02K Increased by +7.10% | Sep 30, 23 |
| 15 | Bank of New York Mellon Corp | 389.63K (1.70%) | 117.51K Increased by +30.16% | Sep 30, 23 |
| 16 | Wellington Management Company LLP | 349.20K (1.52%) | 349.20K Increased by +100.00% | Sep 30, 23 |
| 17 | JPMorgan Chase & Co | 343.56K (1.50%) | -429.85K Decreased by -125.12% | Sep 30, 23 |
| 18 | Millennium Management LLC | 332.29K (1.45%) | -11.19K Decreased by -3.37% | Jun 30, 23 |
| 19 | Amvescap Plc. | 332.18K (1.45%) | -2.20K Decreased by -0.66% | Jun 30, 23 |
| 20 | Dimensional Fund Advisors, Inc. | 295.85K (1.29%) | 1.12K Increased by +0.38% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Eaton Vance Atlanta Capital SMID-Cap I | 1.43M (6.25%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 2 | Baron Growth Retail | 925.00K (4.03%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 3 | Baron Small Cap Growth Strategy | 925.00K (4.03%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 4 | Virtus KAR Small-Cap Growth I | 814.69K (3.55%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 801.58K (3.49%) | 991.00 Increased by +0.12% | Nov 30, 23 |
| 6 | iShares Core S&P Mid-Cap ETF | 790.53K (3.44%) | -143.00 Decreased by -0.02% | Dec 29, 23 |
| 7 | MFS Mid Cap Growth A | 663.57K (2.89%) | 23.29K Increased by +3.51% | Nov 30, 23 |
| 8 | Vanguard Small Cap Index | 662.84K (2.89%) | 2.82K Increased by +0.43% | Nov 30, 23 |
| 9 | MFS Mid Cap Growth Equity | 640.28K (2.79%) | 205.45K Increased by +32.09% | Sep 30, 23 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 376.15K (1.64%) | 7.91K Increased by +2.10% | Nov 30, 23 |
| 11 | T. Rowe Price US Mid-Cap Value Equity | 373.99K (1.63%) | 373.99K Increased by +100.00% | Sep 30, 23 |
| 12 | Vanguard Small Cap Growth Index Inv | 371.19K (1.62%) | 2.40K Increased by +0.65% | Nov 30, 23 |
| 13 | Wasatch Core Growth | 307.71K (1.34%) | 12.25K Increased by +3.98% | Sep 30, 23 |
| 14 | Select Equity Mulberry Street Composite | 262.01K (1.14%) | -48.35K Decreased by -18.45% | Sep 30, 23 |
| 15 | Vanguard Explorer Inv | 257.03K (1.12%) | 257.03K Increased by +100.00% | Sep 30, 23 |
| 16 | Fidelity® Series International Sm Cap | 231.10K (1.01%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 17 | SPDR® S&P MIDCAP 400 ETF Trust | 208.35K (0.91%) | -1.79K Decreased by -0.86% | Nov 30, 23 |
| 18 | JPM US Small Cap Core-Composite | 191.41K (0.83%) | -84.93K Decreased by -44.37% | Sep 30, 23 |
| 19 | JPMorgan Small Cap Equity A | 191.41K (0.83%) | -40.63K Decreased by -21.23% | Sep 30, 23 |
| 20 | iShares S&P Mid-Cap 400 Growth ETF | 172.15K (0.75%) | -293.00 Decreased by -0.17% | Dec 29, 23 |