| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IGM | 1000.00% |
| 2 | IWD | 1000.00% |
| 3 | IWB | 1000.00% |
| 4 | IUSG | 1000.00% |
| 5 | ITOT | 1000.00% |
| 6 | ISCG | 1000.00% |
| 7 | ISCB | 1000.00% |
| 8 | JKK | 1000.00% |
| 9 | IYY | 1000.00% |
| 10 | IYW | 1000.00% |
| 11 | IWV | 1000.00% |
| 12 | JKJ | 1000.00% |
| 13 | IWS | 1000.00% |
| 14 | IWR | 1000.00% |
| 15 | IWP | 1000.00% |
| 16 | IWF | 1000.00% |
| 17 | ETEC | 6.42% |
| 18 | GEX | 4.98% |
| 19 | TINT | 4.69% |
| 20 | QCLN | 4.28% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 4.51M (9.73%) | 23.94K Increased by +0.53% | Sep 30, 23 |
| 2 | BlackRock Inc | 4.01M (8.65%) | 17.58K Increased by +0.44% | Sep 30, 23 |
| 3 | PRIMECAP Management Company | 2.02M (4.35%) | -29.13K Decreased by -1.44% | Sep 30, 23 |
| 4 | UBS Asset Mgmt Americas Inc | 1.57M (3.39%) | -351.96K Decreased by -22.38% | Sep 30, 23 |
| 5 | State Street Corporation | 1.49M (3.21%) | -31.21K Decreased by -2.09% | Sep 30, 23 |
| 6 | FMR Inc | 1.40M (3.02%) | 134.00K Increased by +9.58% | Sep 30, 23 |
| 7 | Macquarie Group Ltd | 1.26M (2.72%) | 168.84K Increased by +13.36% | Sep 30, 23 |
| 8 | AllianceBernstein L.P. | 1.24M (2.68%) | -190.17K Decreased by -15.27% | Sep 30, 23 |
| 9 | JPMorgan Chase & Co | 961.27K (2.07%) | 166.06K Increased by +17.28% | Sep 30, 23 |
| 10 | Jennison Associates LLC | 899.67K (1.94%) | 72.47K Increased by +8.05% | Sep 30, 23 |
| 11 | Geode Capital Management, LLC | 803.79K (1.73%) | 17.30K Increased by +2.15% | Sep 30, 23 |
| 12 | Copeland Capital Management, LLC | 559.47K (1.21%) | 2.42K Increased by +0.43% | Sep 30, 23 |
| 13 | Hovey Youngman Associates Inc | 517.56K (1.12%) | -37.67K Decreased by -7.28% | Sep 30, 23 |
| 14 | Frontier Capital Management CO Inc | 465.02K (1.00%) | -65.95K Decreased by -14.18% | Sep 30, 23 |
| 15 | Bank of New York Mellon Corp | 434.26K (0.94%) | -9.28K Decreased by -2.14% | Sep 30, 23 |
| 16 | Northern Trust Corp | 415.44K (0.90%) | -1.06K Decreased by -0.25% | Sep 30, 23 |
| 17 | Hardman Johnston Global Advisors LLC | 408.49K (0.88%) | 75.73K Increased by +18.54% | Sep 30, 23 |
| 18 | Dimensional Fund Advisors, Inc. | 391.78K (0.84%) | -2.52K Decreased by -0.64% | Sep 30, 23 |
| 19 | Neuberger Berman Group LLC | 386.93K (0.83%) | 12.23K Increased by +3.16% | Sep 30, 23 |
| 20 | First Trust Advisors L.P. | 372.66K (0.80%) | -79.33K Decreased by -21.29% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 1.41M (3.05%) | 1.78K Increased by +0.13% | Nov 30, 23 |
| 2 | iShares Core S&P Mid-Cap ETF | 1.32M (2.85%) | -239.00 Decreased by -0.02% | Dec 29, 23 |
| 3 | Vanguard Small Cap Index | 1.16M (2.51%) | 4.72K Increased by +0.40% | Nov 30, 23 |
| 4 | Vanguard Capital Opportunity Inv | 819.81K (1.77%) | 1.50K Increased by +0.18% | Sep 30, 23 |
| 5 | PRIMECAP Odyssey Aggressive Growth | 769.30K (1.66%) | -15.63K Decreased by -2.03% | Sep 30, 23 |
| 6 | Delaware Ivy Mid Cap Growth A | 660.12K (1.42%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 7 | Vanguard Small Cap Growth Index Inv | 652.16K (1.41%) | 4.12K Increased by +0.63% | Nov 30, 23 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 626.80K (1.35%) | 14.08K Increased by +2.25% | Nov 30, 23 |
| 9 | JPM US Technology A (dist) USD | 461.31K (0.99%) | 81.92K Increased by +17.76% | Nov 30, 23 |
| 10 | Vanguard Information Technology ETF | 364.39K (0.79%) | -16.98K Decreased by -4.66% | Nov 30, 23 |
| 11 | Jennison SMid Cap Core Equity | 357.03K (0.77%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 12 | PGIM Jennison Small Company A | 357.03K (0.77%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 13 | SPDR® S&P MIDCAP 400 ETF Trust | 348.80K (0.75%) | -3.00K Decreased by -0.86% | Nov 30, 23 |
| 14 | Fidelity® Puritan® | 342.44K (0.74%) | 99.19K Increased by +28.97% | Oct 31, 23 |
| 15 | UBS (Lux) ES L/T Thms $Q | 338.76K (0.73%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 16 | Jennison Mid Cap Growth Equity | 328.12K (0.71%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 17 | Jennison Mid Cap Growth Equity SMA | 328.12K (0.71%) | 328.11K Increased by +100.00% | Sep 30, 23 |
| 18 | PGIM Jennison Mid-Cap Growth Z | 328.12K (0.71%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | Handelsbanken Hållbar Energi A1 SEK | 308.18K (0.66%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 20 | UBS: US Equity Small Cap Growth | 303.66K (0.65%) | 0.00 Increased by 0.00% | Sep 30, 23 |