| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKK | 1000.00% |
| 2 | ISCB | 1000.00% |
| 3 | ISCG | 1000.00% |
| 4 | ISCV | 1000.00% |
| 5 | ITOT | 1000.00% |
| 6 | IUSG | 1000.00% |
| 7 | IUSV | 1000.00% |
| 8 | IWB | 1000.00% |
| 9 | IWD | 1000.00% |
| 10 | IWF | 1000.00% |
| 11 | IWP | 1000.00% |
| 12 | IWR | 1000.00% |
| 13 | IWS | 1000.00% |
| 14 | IWV | 1000.00% |
| 15 | IYC | 1000.00% |
| 16 | IYY | 1000.00% |
| 17 | JKJ | 1000.00% |
| 18 | FITS | 5.07% |
| 19 | FLZA | 4.86% |
| 20 | EZA | 3.53% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BAMCO Inc | 4.72M (13.61%) | 51.63K Increased by +1.09% | Sep 30, 23 |
| 2 | BlackRock Inc | 4.64M (13.38%) | 1.73M Increased by +37.34% | Sep 30, 23 |
| 3 | Vanguard Group Inc | 3.83M (11.04%) | -78.91K Decreased by -2.06% | Sep 30, 23 |
| 4 | Select Equity Group LP | 2.83M (8.15%) | -268.32K Decreased by -9.49% | Sep 30, 23 |
| 5 | Principal Financial Group Inc | 1.80M (5.18%) | 131.17K Increased by +7.31% | Sep 30, 23 |
| 6 | Apg All Pensions Group | 1.78M (5.12%) | -193.95K Decreased by -10.92% | Sep 30, 23 |
| 7 | State Street Corporation | 1.45M (4.17%) | 435.48K Increased by +30.13% | Sep 30, 23 |
| 8 | Southpoint Capital Advisors LP | 1.10M (3.17%) | 22.20K Increased by +2.02% | Sep 30, 23 |
| 9 | Citadel Advisors Llc | 888.17K (2.56%) | 548.62K Increased by +61.77% | Sep 30, 23 |
| 10 | Capital Research & Mgmt Co - Division 3 | 881.72K (2.54%) | 315.00 Increased by +0.04% | Sep 30, 23 |
| 11 | Macquarie Group Ltd | 848.57K (2.45%) | -5.62K Decreased by -0.66% | Sep 30, 23 |
| 12 | Geode Capital Management, LLC | 588.81K (1.70%) | 7.73K Increased by +1.31% | Sep 30, 23 |
| 13 | Eagle Asset Management, Inc. | 495.10K (1.43%) | -142.85K Decreased by -28.85% | Sep 30, 23 |
| 14 | Lazard Asset Management LLC | 458.36K (1.32%) | -257.77K Decreased by -56.24% | Sep 30, 23 |
| 15 | Bank of New York Mellon Corp | 456.04K (1.32%) | 176.61K Increased by +38.73% | Sep 30, 23 |
| 16 | Northern Trust Corp | 375.07K (1.08%) | 111.49K Increased by +29.72% | Sep 30, 23 |
| 17 | AllianceBernstein L.P. | 306.26K (0.88%) | 15.07K Increased by +4.92% | Sep 30, 23 |
| 18 | Morgan Stanley - Brokerage Accounts | 295.56K (0.85%) | -29.49K Decreased by -9.98% | Sep 30, 23 |
| 19 | Fidelity International Ltd | 295.44K (0.85%) | 1.17K Increased by +0.40% | Sep 30, 23 |
| 20 | FMR Inc | 283.56K (0.82%) | -1.89K Decreased by -0.67% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Baron Growth Retail | 2.00M (5.77%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 2 | Baron Small Cap Growth Strategy | 2.00M (5.77%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 1.21M (3.48%) | 1.42K Increased by +0.12% | Nov 30, 23 |
| 4 | Principal MidCap R5 | 1.17M (3.39%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 5 | Principal Aligned MidCap Equity | 1.17M (3.38%) | -5.88K Decreased by -0.50% | Sep 30, 23 |
| 6 | iShares Core S&P Mid-Cap ETF | 1.16M (3.33%) | -209.00 Decreased by -0.02% | Dec 29, 23 |
| 7 | Baron Partners Retail | 1.10M (3.19%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 8 | Vanguard Small Cap Index | 998.50K (2.88%) | 4.18K Increased by +0.42% | Nov 30, 23 |
| 9 | American Funds Growth Fund of Amer A | 869.24K (2.51%) | -2.91K Decreased by -0.34% | Sep 30, 23 |
| 10 | Capital Group Growth Fnd of Amer Comp | 869.24K (2.51%) | -2.91K Decreased by -0.34% | Sep 30, 23 |
| 11 | Baron Asset Retail | 603.54K (1.74%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 12 | Baron Mid Cap Growth Strategy | 603.54K (1.74%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 13 | BlackRock Mid-Cap Growth Equity Instl | 598.49K (1.73%) | 48.70K Increased by +8.14% | Nov 30, 23 |
| 14 | Vanguard Small Cap Growth Index Inv | 559.15K (1.61%) | 3.50K Increased by +0.63% | Nov 30, 23 |
| 15 | Vanguard Institutional Extnd Mkt Idx Tr | 558.53K (1.61%) | 10.68K Increased by +1.91% | Nov 30, 23 |
| 16 | Eagle Mid-Cap Growth - Institutional | 458.03K (1.32%) | -134.51K Decreased by -29.37% | Sep 30, 23 |
| 17 | Delaware Ivy Mid Cap Growth A | 433.36K (1.25%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 18 | Carillon Eagle Mid Cap Growth A | 353.91K (1.02%) | -117.96K Decreased by -33.33% | Sep 30, 23 |
| 19 | SPDR® S&P MIDCAP 400 ETF Trust | 308.73K (0.89%) | -2.66K Decreased by -0.86% | Nov 30, 23 |
| 20 | Zacks Dividend Strategy | 241.04K (0.70%) | 14.73K Increased by +6.11% | Sep 30, 23 |