| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWO | 1000.00% |
| 2 | IGM | 1000.00% |
| 3 | ISCB | 1000.00% |
| 4 | ISCG | 1000.00% |
| 5 | ITOT | 1000.00% |
| 6 | IUSG | 1000.00% |
| 7 | IUSV | 1000.00% |
| 8 | IWM | 1000.00% |
| 9 | IWV | 1000.00% |
| 10 | JKJ | 1000.00% |
| 11 | JKK | 1000.00% |
| 12 | ROBO | 1.63% |
| 13 | HTEC | 1.58% |
| 14 | GDOC | 1.00% |
| 15 | PEXL | 0.98% |
| 16 | VTWG | 0.48% |
| 17 | JHSC | 0.46% |
| 18 | MIDE | 0.37% |
| 19 | JPSE | 0.29% |
| 20 | DFAS | 0.27% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.29M (12.10%) | 25.94K Increased by +0.60% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 3.77M (10.62%) | 22.29K Increased by +0.59% | Sep 30, 23 |
| 3 | Conestoga Capital Advisors, LLC | 1.28M (3.61%) | 14.29K Increased by +1.12% | Sep 30, 23 |
| 4 | State Street Corporation | 1.18M (3.33%) | 2.60K Increased by +0.22% | Sep 30, 23 |
| 5 | AllianceBernstein L.P. | 1.16M (3.27%) | -89.10K Decreased by -7.69% | Sep 30, 23 |
| 6 | T. Rowe Price Associates, Inc. | 1.08M (3.04%) | 7.31K Increased by +0.68% | Sep 30, 23 |
| 7 | William Blair Investment Management, LLC | 971.16K (2.74%) | -11.82K Decreased by -1.22% | Sep 30, 23 |
| 8 | Capital Research & Mgmt Co - Division 3 | 944.83K (2.66%) | -70.85K Decreased by -7.50% | Sep 30, 23 |
| 9 | Neuberger Berman Group LLC | 941.35K (2.65%) | -4.80K Decreased by -0.51% | Sep 30, 23 |
| 10 | Wasatch Advisors Inc. | 909.70K (2.56%) | -782.00 Decreased by -0.09% | Sep 30, 23 |
| 11 | JPMorgan Chase & Co | 832.20K (2.35%) | 92.24K Increased by +11.08% | Sep 30, 23 |
| 12 | Macquarie Group Ltd | 831.37K (2.34%) | 25.34K Increased by +3.05% | Sep 30, 23 |
| 13 | Allspring Global Investments Holdings, LLC | 769.58K (2.17%) | -160.39K Decreased by -20.84% | Sep 30, 23 |
| 14 | Geode Capital Management, LLC | 764.03K (2.15%) | 27.97K Increased by +3.66% | Sep 30, 23 |
| 15 | Geneva Capital Management | 714.71K (2.01%) | 60.03K Increased by +8.40% | Sep 30, 23 |
| 16 | Dimensional Fund Advisors, Inc. | 675.99K (1.91%) | 5.58K Increased by +0.83% | Sep 30, 23 |
| 17 | Amvescap Plc. | 665.90K (1.88%) | 70.37K Increased by +10.57% | Sep 30, 23 |
| 18 | Artisan Partners Limited Partnership | 661.50K (1.86%) | -29.25K Decreased by -4.42% | Sep 30, 23 |
| 19 | Wellington Management Company LLP | 624.86K (1.76%) | 12.14K Increased by +1.94% | Sep 30, 23 |
| 20 | T. Rowe Price Investment Management,Inc. | 603.93K (1.70%) | 3.98K Increased by +0.66% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | AQR Diversifying Strategies CIF - K | 5.35M (15.09%) | 5.35M Increased by +100.00% | Jun 30, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.12M (3.16%) | 1.58K Increased by +0.14% | Nov 30, 23 |
| 3 | iShares Core S&P Mid-Cap ETF | 1.09M (3.06%) | -197.00 Decreased by -0.02% | Dec 29, 23 |
| 4 | iShares Russell 2000 ETF | 957.54K (2.70%) | 6.11K Increased by +0.64% | Dec 29, 23 |
| 5 | American Funds SMALLCAP World A | 944.83K (2.66%) | -70.85K Decreased by -7.50% | Sep 30, 23 |
| 6 | Vanguard Small Cap Index | 927.69K (2.61%) | 3.95K Increased by +0.43% | Nov 30, 23 |
| 7 | Conestoga Small Cap Investors | 768.87K (2.17%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 8 | Neuberger Berman Genesis Inv | 611.04K (1.72%) | -3.80K Decreased by -0.62% | Sep 30, 23 |
| 9 | Vanguard Small Cap Growth Index Inv | 519.18K (1.46%) | 3.03K Increased by +0.58% | Nov 30, 23 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 513.35K (1.45%) | 6.65K Increased by +1.30% | Nov 30, 23 |
| 11 | Wasatch Core Growth | 508.50K (1.43%) | 11.03K Increased by +2.17% | Sep 30, 23 |
| 12 | JPMorgan Small Cap Equity A | 508.49K (1.43%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 13 | Champlain Small Company Fund, LLC | 498.36K (1.40%) | 149.90K Increased by +30.08% | Nov 30, 23 |
| 14 | Delaware Ivy Mid Cap Growth A | 496.92K (1.40%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 15 | JPM US Small Cap Core-Composite | 488.99K (1.38%) | -14.44K Decreased by -2.95% | Dec 31, 23 |
| 16 | US Small-Cap Growth II Equity Comp | 488.11K (1.38%) | 488.11K Increased by +100.00% | Jun 30, 23 |
| 17 | T. Rowe Price New Horizons | 487.94K (1.38%) | -168.00 Decreased by -0.03% | Sep 30, 23 |
| 18 | Artisan Small Cap Investor | 356.95K (1.01%) | -21.88K Decreased by -6.13% | Sep 30, 23 |
| 19 | Artisan U.S. Small-Cap Growth | 356.95K (1.01%) | -21.88K Decreased by -6.13% | Sep 30, 23 |
| 20 | AB Small Cap Growth A | 355.93K (1.00%) | -15.17K Decreased by -4.26% | Oct 31, 23 |