| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ISCG | 1000.00% |
| 2 | JKK | 1000.00% |
| 3 | JKJ | 1000.00% |
| 4 | IYY | 1000.00% |
| 5 | IWV | 1000.00% |
| 6 | IWO | 1000.00% |
| 7 | IWN | 1000.00% |
| 8 | IWM | 1000.00% |
| 9 | IUSV | 1000.00% |
| 10 | IHF | 1000.00% |
| 11 | IUSG | 1000.00% |
| 12 | ITOT | 1000.00% |
| 13 | ISCB | 1000.00% |
| 14 | MEDI | 3.54% |
| 15 | XHS | 2.20% |
| 16 | NSCS | 1.57% |
| 17 | JSMD | 1.07% |
| 18 | ACTV | 0.69% |
| 19 | AFSM | 0.55% |
| 20 | VTWG | 0.45% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 20.82M (11.80%) | 304.75K Increased by +1.46% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 19.32M (10.95%) | 2.04M Increased by +10.54% | Sep 30, 23 |
| 3 | State Street Corporation | 5.73M (3.25%) | 230.47K Increased by +4.02% | Sep 30, 23 |
| 4 | Third Point, LLC | 5.45M (3.09%) | 1.95M Increased by +35.79% | Sep 30, 23 |
| 5 | UBS Asset Mgmt Americas Inc | 4.94M (2.80%) | 1.16M Increased by +23.45% | Sep 30, 23 |
| 6 | Citadel Advisors Llc | 4.75M (2.69%) | 484.59K Increased by +10.21% | Sep 30, 23 |
| 7 | Millennium Management LLC | 4.25M (2.41%) | -200.75K Decreased by -4.72% | Sep 30, 23 |
| 8 | Westfield Capital Management Company, LP | 3.75M (2.12%) | -20.89K Decreased by -0.56% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 3.72M (2.11%) | 269.83K Increased by +7.25% | Sep 30, 23 |
| 10 | FMR Inc | 3.72M (2.11%) | 362.83K Increased by +9.76% | Sep 30, 23 |
| 11 | Park West Asset Management LLC | 3.23M (1.83%) | -68.16K Decreased by -2.11% | Sep 30, 23 |
| 12 | Morgan Stanley - Brokerage Accounts | 3.09M (1.75%) | 2.16M Increased by +69.79% | Sep 30, 23 |
| 13 | Loomis, Sayles & Company LP | 3.05M (1.73%) | -106.19K Decreased by -3.48% | Sep 30, 23 |
| 14 | Dimensional Fund Advisors, Inc. | 2.93M (1.66%) | 178.52K Increased by +6.09% | Sep 30, 23 |
| 15 | Wellington Management Company LLP | 2.90M (1.64%) | 397.63K Increased by +13.73% | Sep 30, 23 |
| 16 | Nuveen Asset Management, LLC | 2.86M (1.62%) | 58.70K Increased by +2.05% | Sep 30, 23 |
| 17 | Marshall Wace Asset Management Ltd | 2.48M (1.41%) | 634.96K Increased by +25.61% | Sep 30, 23 |
| 18 | Northern Trust Corp | 2.48M (1.40%) | 120.21K Increased by +4.85% | Sep 30, 23 |
| 19 | Charles Schwab Investment Management Inc | 2.35M (1.33%) | 332.27K Increased by +14.12% | Sep 30, 23 |
| 20 | Bellevue Group AG | 2.28M (1.30%) | -3.33K Decreased by -0.15% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 5.65M (3.20%) | 7.46K Increased by +0.13% | Nov 30, 23 |
| 2 | iShares Core S&P Mid-Cap ETF | 5.38M (3.05%) | -973.00 Decreased by -0.02% | Dec 29, 23 |
| 3 | Vanguard Small Cap Index | 4.66M (2.64%) | 20.48K Increased by +0.44% | Nov 30, 23 |
| 4 | iShares Russell 2000 ETF | 4.47M (2.54%) | 28.47K Increased by +0.64% | Dec 29, 23 |
| 5 | UBS (Lux) ES L/T Thms $Q | 3.32M (1.88%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 6 | Vanguard Small Cap Growth Index Inv | 2.61M (1.48%) | 15.29K Increased by +0.59% | Nov 30, 23 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 2.59M (1.47%) | 43.81K Increased by +1.69% | Nov 30, 23 |
| 8 | Vanguard Health Care Inv | 1.78M (1.01%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 9 | Fidelity® Small Cap Index | 1.64M (0.93%) | 44.62K Increased by +2.72% | Oct 31, 23 |
| 10 | iShares Russell 2000 Growth ETF | 1.49M (0.84%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 11 | SPDR® S&P MIDCAP 400 ETF Trust | 1.44M (0.82%) | -12.39K Decreased by -0.86% | Nov 30, 23 |
| 12 | Calvert Small-Cap A | 1.42M (0.80%) | 331.14K Increased by +23.34% | Nov 30, 23 |
| 13 | VIP Mid Cap Initial | 1.38M (0.78%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 14 | Putnam Global Health Care A | 1.20M (0.68%) | 69.90K Increased by +5.84% | Dec 31, 23 |
| 15 | T. Rowe Price Integrated US Sm Gr Eq | 1.20M (0.68%) | 288.00K Increased by +24.07% | Sep 30, 23 |
| 16 | TRP Integrated US Small-Cap Gr Eq | 1.20M (0.68%) | 288.00K Increased by +24.07% | Sep 30, 23 |
| 17 | CREF Stock R1 | 1.17M (0.66%) | 16.90K Increased by +1.44% | Nov 30, 23 |
| 18 | iShares S&P Mid-Cap 400 Growth ETF | 1.11M (0.63%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | Loomis Sayles Small Cap Growth Instl | 1.04M (0.59%) | -176.97K Decreased by -16.96% | Nov 30, 23 |
| 20 | Fidelity® Extended Market Index | 968.24K (0.55%) | 10.28K Increased by +1.06% | Nov 30, 23 |