| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IMCG | 1000.00% |
| 2 | ILCB | 1000.00% |
| 3 | JKE | 1000.00% |
| 4 | IYY | 1000.00% |
| 5 | IWV | 1000.00% |
| 6 | IWS | 1000.00% |
| 7 | IWR | 1000.00% |
| 8 | IWD | 1000.00% |
| 9 | IWB | 1000.00% |
| 10 | JKD | 1000.00% |
| 11 | JKG | 1000.00% |
| 12 | ILCG | 1000.00% |
| 13 | IUSG | 1000.00% |
| 14 | IMCB | 1000.00% |
| 15 | ITOT | 1000.00% |
| 16 | FPXE | 4.78% |
| 17 | FPXI | 3.68% |
| 18 | SAEF | 2.45% |
| 19 | SSPX | 2.44% |
| 20 | BRNY | 2.40% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 17.35M (10.50%) | -930.69K Decreased by -5.36% | Sep 30, 23 |
| 2 | BlackRock Inc | 14.85M (8.99%) | -150.71K Decreased by -1.01% | Sep 30, 23 |
| 3 | FMR Inc | 6.56M (3.97%) | 1.93M Increased by +29.47% | Sep 30, 23 |
| 4 | Franklin Resources Inc | 5.74M (3.47%) | -8.85K Decreased by -0.15% | Sep 30, 23 |
| 5 | State Street Corporation | 4.76M (2.88%) | -14.46K Decreased by -0.30% | Sep 30, 23 |
| 6 | Nuveen Asset Management, LLC | 4.17M (2.53%) | -427.40K Decreased by -10.24% | Sep 30, 23 |
| 7 | Massachusetts Financial Services Company | 3.95M (2.39%) | 1.60M Increased by +40.60% | Sep 30, 23 |
| 8 | Dimensional Fund Advisors, Inc. | 3.31M (2.00%) | -243.58K Decreased by -7.36% | Sep 30, 23 |
| 9 | Boston Partners Global Investors, Inc | 3.30M (1.99%) | 3.35K Increased by +0.10% | Sep 30, 23 |
| 10 | Mairs & Power Inc | 3.24M (1.96%) | -167.87K Decreased by -5.18% | Sep 30, 23 |
| 11 | Neuberger Berman Group LLC | 2.77M (1.67%) | -291.91K Decreased by -10.55% | Sep 30, 23 |
| 12 | Clean Energy Transition LLP | 2.50M (1.51%) | -245.18K Decreased by -9.80% | Sep 30, 23 |
| 13 | Clark Capital Management Group Inc | 2.49M (1.51%) | -93.54K Decreased by -3.75% | Sep 30, 23 |
| 14 | Geode Capital Management, LLC | 2.48M (1.50%) | -185.37K Decreased by -7.48% | Sep 30, 23 |
| 15 | Congress Asset Management Company, LLP | 2.21M (1.33%) | 2.21M Increased by +100.00% | Sep 30, 23 |
| 16 | Ariel Investments, LLC | 2.13M (1.29%) | -507.33K Decreased by -23.79% | Sep 30, 23 |
| 17 | American Century Companies Inc | 1.86M (1.12%) | -2.34M Decreased by -125.96% | Sep 30, 23 |
| 18 | Fiduciary Management, Inc. of Milwaukee | 1.74M (1.05%) | -605.26K Decreased by -34.77% | Sep 30, 23 |
| 19 | Principal Financial Group Inc | 1.73M (1.05%) | -178.84K Decreased by -10.35% | Sep 30, 23 |
| 20 | Amvescap Plc. | 1.65M (1.00%) | 291.43K Increased by +17.63% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 5.21M (3.15%) | 6.75K Increased by +0.13% | Nov 30, 23 |
| 2 | iShares Core S&P Mid-Cap ETF | 5.04M (3.05%) | -912.00 Decreased by -0.02% | Dec 29, 23 |
| 3 | Franklin Rising Dividends A | 4.94M (2.99%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 4 | Franklin Rising Dividends Fund A | 4.94M (2.99%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 5 | Vanguard Small Cap Index | 4.29M (2.60%) | 18.29K Increased by +0.43% | Nov 30, 23 |
| 6 | Vanguard Small Cap Value Index Inv | 2.98M (1.80%) | 6.38K Increased by +0.21% | Nov 30, 23 |
| 7 | JHancock Disciplined Value Mid Cap I | 2.46M (1.49%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 2.40M (1.45%) | 41.65K Increased by +1.73% | Nov 30, 23 |
| 9 | Mairs & Power Growth | 1.93M (1.17%) | -78.00K Decreased by -4.04% | Sep 30, 23 |
| 10 | Mairs & Power Multi Cap | 1.93M (1.17%) | -78.00K Decreased by -4.04% | Sep 30, 23 |
| 11 | CREF Stock R1 | 1.70M (1.03%) | 34.95K Increased by +2.06% | Nov 30, 23 |
| 12 | MFS Mid Cap Growth A | 1.37M (0.83%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 13 | MFS Mid Cap Growth Equity | 1.37M (0.83%) | 1.37M Increased by +100.00% | Sep 30, 23 |
| 14 | VIP Mid Cap Initial | 1.34M (0.81%) | 266.90K Increased by +19.97% | Nov 30, 23 |
| 15 | SPDR® S&P MIDCAP 400 ETF Trust | 1.33M (0.80%) | -11.43K Decreased by -0.86% | Nov 30, 23 |
| 16 | RobecoSAM Smart Energy Eqs F EUR | 1.32M (0.80%) | -97.00K Decreased by -7.33% | Nov 30, 23 |
| 17 | Clark Navigator High Dividend Equity | 1.11M (0.67%) | 624.00 Increased by +0.06% | Dec 31, 23 |
| 18 | iShares S&P Mid-Cap 400 Growth ETF | 1.10M (0.66%) | -1.54K Decreased by -0.14% | Dec 29, 23 |
| 19 | State St Russell Sm/Mid Cp® Indx NL Cl C | 966.82K (0.58%) | 24.30K Increased by +2.51% | Dec 31, 23 |
| 20 | Fidelity® Contrafund® | 925.33K (0.56%) | 0.00 Increased by 0.00% | Nov 30, 23 |