| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ITOT | 1000.00% |
| 2 | ILCV | 1000.00% |
| 3 | IWV | 1000.00% |
| 4 | IWR | 1000.00% |
| 5 | IWP | 1000.00% |
| 6 | IWF | 1000.00% |
| 7 | IWB | 1000.00% |
| 8 | IVW | 1000.00% |
| 9 | IMCB | 1000.00% |
| 10 | IVV | 1000.00% |
| 11 | IVE | 1000.00% |
| 12 | IUSV | 1000.00% |
| 13 | IUSG | 1000.00% |
| 14 | IMCG | 1000.00% |
| 15 | IMCV | 1000.00% |
| 16 | ILCB | 1000.00% |
| 17 | ILCG | 1000.00% |
| 18 | JKI | 1000.00% |
| 19 | JKG | 1000.00% |
| 20 | JKF | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 4.47M (11.91%) | -4.16K Decreased by -0.09% | Sep 30, 23 |
| 2 | BlackRock Inc | 3.66M (9.77%) | -83.01K Decreased by -2.27% | Sep 30, 23 |
| 3 | Kayne Anderson Rudnick Investment Management LLC | 1.85M (4.92%) | 63.41K Increased by +3.44% | Sep 30, 23 |
| 4 | State Street Corporation | 1.50M (4.00%) | -10.77K Decreased by -0.72% | Sep 30, 23 |
| 5 | Geode Capital Management, LLC | 900.90K (2.40%) | 17.77K Increased by +1.97% | Sep 30, 23 |
| 6 | Neuberger Berman Group LLC | 899.86K (2.40%) | -9.87K Decreased by -1.10% | Sep 30, 23 |
| 7 | Morgan Stanley - Brokerage Accounts | 883.52K (2.36%) | -236.93K Decreased by -26.82% | Sep 30, 23 |
| 8 | JPMorgan Chase & Co | 865.36K (2.31%) | 313.19K Increased by +36.19% | Sep 30, 23 |
| 9 | Blair William & Co | 777.71K (2.07%) | 12.39K Increased by +1.59% | Sep 30, 23 |
| 10 | Pictet Asset Manangement SA | 662.50K (1.77%) | 662.50K Increased by +100.00% | Sep 30, 23 |
| 11 | Select Equity Group LP | 647.77K (1.73%) | -401.81K Decreased by -62.03% | Sep 30, 23 |
| 12 | Amvescap Plc. | 634.33K (1.69%) | 114.30K Increased by +18.02% | Sep 30, 23 |
| 13 | Baillie Gifford & Co Limited. | 632.73K (1.69%) | -15.72K Decreased by -2.48% | Sep 30, 23 |
| 14 | William Blair Investment Management, LLC | 606.68K (1.62%) | 59.76K Increased by +9.85% | Sep 30, 23 |
| 15 | Macquarie Group Ltd | 572.20K (1.53%) | 1.19K Increased by +0.21% | Sep 30, 23 |
| 16 | DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main | 473.60K (1.26%) | 116.55K Increased by +24.61% | Sep 30, 23 |
| 17 | Wasatch Advisors Inc. | 473.22K (1.26%) | 15.35K Increased by +3.24% | Sep 30, 23 |
| 18 | Northern Trust Corp | 442.14K (1.18%) | 33.66K Increased by +7.61% | Sep 30, 23 |
| 19 | Wells Fargo & Co | 423.05K (1.13%) | 24.86K Increased by +5.88% | Sep 30, 23 |
| 20 | London Company of Virginia | 395.87K (1.06%) | 3.60K Increased by +0.91% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 1.16M (3.10%) | 1.33K Increased by +0.11% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 951.89K (2.54%) | 9.02K Increased by +0.95% | Nov 30, 23 |
| 3 | Neuberger Berman Genesis Inv | 563.88K (1.50%) | -3.51K Decreased by -0.62% | Sep 30, 23 |
| 4 | Vanguard Small Cap Index | 480.54K (1.28%) | 2.12K Increased by +0.44% | Nov 30, 23 |
| 5 | SPDR® S&P 500 ETF Trust | 476.84K (1.27%) | -3.36K Decreased by -0.70% | Dec 31, 23 |
| 6 | Fidelity® 500 Index | 455.06K (1.21%) | 2.90K Increased by +0.64% | Nov 30, 23 |
| 7 | Vanguard Mid Cap Index Institutional | 421.98K (1.13%) | 8.00 Increased by +0.00% | Nov 30, 23 |
| 8 | Eaton Vance Atlanta Capital SMID-Cap I | 385.44K (1.03%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 9 | iShares Core S&P 500 ETF | 385.25K (1.03%) | 230.00 Increased by +0.06% | Dec 29, 23 |
| 10 | Pictet-Water I EUR | 385.10K (1.03%) | -3.85K Decreased by -1.00% | Jun 30, 23 |
| 11 | Touchstone Mid Cap Y | 369.49K (0.99%) | 4.00K Increased by +1.08% | Sep 30, 23 |
| 12 | Delaware Ivy Mid Cap Growth A | 341.60K (0.91%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 13 | Findlay Park American I USD Dist | 327.58K (0.87%) | -5.00K Decreased by -1.53% | Oct 31, 23 |
| 14 | American Funds SMALLCAP World A | 317.70K (0.85%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 15 | iShares MSCI USA Quality Factor ETF | 305.67K (0.81%) | 186.00 Increased by +0.06% | Dec 29, 23 |
| 16 | Parnassus Mid-Cap | 272.88K (0.73%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 17 | Vanguard Small Cap Growth Index Inv | 269.00K (0.72%) | 1.67K Increased by +0.62% | Nov 30, 23 |
| 18 | Invesco S&P 500® Equal Weight ETF | 267.00K (0.71%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 19 | Vanguard Institutional Index I | 260.53K (0.69%) | -11.00 Decreased by -0.00% | Nov 30, 23 |
| 20 | JPM US Mid Cap Growth-MA | 257.14K (0.69%) | 168.84K Increased by +65.66% | Sep 30, 23 |