| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWR | 1000.00% |
| 2 | IWD | 1000.00% |
| 3 | JKK | 1000.00% |
| 4 | JKJ | 1000.00% |
| 5 | IYY | 1000.00% |
| 6 | IYC | 1000.00% |
| 7 | IWV | 1000.00% |
| 8 | IWS | 1000.00% |
| 9 | ISCB | 1000.00% |
| 10 | ISCG | 1000.00% |
| 11 | ITOT | 1000.00% |
| 12 | IUSG | 1000.00% |
| 13 | IWB | 1000.00% |
| 14 | RSPC | 4.62% |
| 15 | EWCO | 4.16% |
| 16 | FCOM | 0.74% |
| 17 | VALQ | 0.73% |
| 18 | ACTV | 0.70% |
| 19 | VUSE | 0.68% |
| 20 | AFMC | 0.66% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 15.73M (10.37%) | -106.79K Decreased by -0.68% | Sep 30, 23 |
| 2 | BlackRock Inc | 13.93M (9.18%) | 41.87K Increased by +0.30% | Sep 30, 23 |
| 3 | Farallon Capital Management, L.L.C. | 7.96M (5.25%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 4 | Stockbridge Partners LLC | 7.61M (5.01%) | -743.91K Decreased by -9.78% | Sep 30, 23 |
| 5 | Valueact Holdings, L.p. | 7.28M (4.80%) | -6.13M Decreased by -84.09% | Sep 30, 23 |
| 6 | T. Rowe Price Investment Management,Inc. | 6.76M (4.45%) | 4.40M Increased by +65.17% | Sep 30, 23 |
| 7 | Wellington Management Company LLP | 6.12M (4.03%) | -398.64K Decreased by -6.51% | Sep 30, 23 |
| 8 | Jackson Square Partners, LLC | 5.22M (3.44%) | -1.11M Decreased by -21.19% | Sep 30, 23 |
| 9 | Darsana Capital Partners LP | 5.00M (3.30%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 10 | State Street Corporation | 4.51M (2.97%) | -39.22K Decreased by -0.87% | Sep 30, 23 |
| 11 | Route One Investment Co, LP | 3.79M (2.50%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 12 | Renaissance Technologies Corp | 2.72M (1.79%) | -578.10K Decreased by -21.23% | Sep 30, 23 |
| 13 | Geode Capital Management, LLC | 2.67M (1.76%) | 73.13K Increased by +2.74% | Sep 30, 23 |
| 14 | Franklin Resources Inc | 2.59M (1.71%) | 382.24K Increased by +14.76% | Sep 30, 23 |
| 15 | Cadian Capital Management LP | 2.40M (1.58%) | -346.97K Decreased by -14.46% | Sep 30, 23 |
| 16 | OZ Management LLC | 2.12M (1.39%) | -559.37K Decreased by -26.43% | Sep 30, 23 |
| 17 | Dimensional Fund Advisors, Inc. | 2.05M (1.35%) | 158.12K Increased by +7.71% | Sep 30, 23 |
| 18 | Morgan Stanley - Brokerage Accounts | 2.03M (1.34%) | 312.37K Increased by +15.40% | Sep 30, 23 |
| 19 | Independent Franchise Partners LLP | 1.93M (1.27%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 20 | Capital Research Global Investors | 1.90M (1.25%) | -114.64K Decreased by -6.03% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 4.97M (3.27%) | -899.00 Decreased by -0.02% | Dec 29, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 4.87M (3.21%) | 6.23K Increased by +0.13% | Nov 30, 23 |
| 3 | Vanguard Small Cap Index | 4.02M (2.65%) | 17.79K Increased by +0.44% | Nov 30, 23 |
| 4 | Vanguard Small Cap Value Index Inv | 2.80M (1.84%) | 5.28K Increased by +0.19% | Nov 30, 23 |
| 5 | Vanguard Institutional Extnd Mkt Idx Tr | 2.36M (1.55%) | 42.37K Increased by +1.80% | Nov 30, 23 |
| 6 | Vanguard Explorer Inv | 2.36M (1.55%) | -427.79K Decreased by -18.15% | Sep 30, 23 |
| 7 | American Funds SMALLCAP World A | 1.90M (1.25%) | -114.64K Decreased by -6.03% | Sep 30, 23 |
| 8 | T. Rowe Price Small-Cap Value | 1.78M (1.17%) | 533.90K Increased by +29.98% | Sep 30, 23 |
| 9 | T. Rowe Price Mid-Cap Growth | 1.70M (1.12%) | 1.70M Increased by +100.00% | Sep 30, 23 |
| 10 | T. Rowe Price US Mid-Cap Growth Equity | 1.70M (1.12%) | 1.70M Increased by +100.00% | Sep 30, 23 |
| 11 | SPDR® S&P MIDCAP 400 ETF Trust | 1.31M (0.86%) | -11.26K Decreased by -0.86% | Nov 30, 23 |
| 12 | Franklin Technology A Acc USD | 1.26M (0.83%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 13 | iShares S&P Mid-Cap 400 Growth ETF | 1.08M (0.71%) | -1.78K Decreased by -0.16% | Dec 29, 23 |
| 14 | American Funds New Economy A | 1.02M (0.67%) | -948.00 Decreased by -0.09% | Sep 30, 23 |
| 15 | Capital Group New Economy Comp | 1.02M (0.67%) | -948.00 Decreased by -0.09% | Sep 30, 23 |
| 16 | State St Russell Sm/Mid Cp® Indx NL Cl C | 951.98K (0.63%) | 26.80K Increased by +2.82% | Dec 31, 23 |
| 17 | Independent Franchise Partners US Equity | 903.79K (0.60%) | 0.00 Increased by 0.00% | Sep 29, 23 |
| 18 | Fidelity® Extended Market Index | 881.33K (0.58%) | 15.42K Increased by +1.75% | Nov 30, 23 |
| 19 | Jackson Square SMID-Cap Growth IS | 858.62K (0.57%) | -46.53K Decreased by -5.42% | Nov 30, 23 |
| 20 | T. Rowe Price U.S. SC Value Eq Tr-Z | 789.94K (0.52%) | 249.10K Increased by +31.53% | Sep 30, 23 |