| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWB | 1000.00% |
| 2 | JKK | 1000.00% |
| 3 | JKJ | 1000.00% |
| 4 | IYY | 1000.00% |
| 5 | IYH | 1000.00% |
| 6 | IWV | 1000.00% |
| 7 | IWS | 1000.00% |
| 8 | IWR | 1000.00% |
| 9 | IHF | 1000.00% |
| 10 | IWD | 1000.00% |
| 11 | ISCB | 1000.00% |
| 12 | ISCG | 1000.00% |
| 13 | ITOT | 1000.00% |
| 14 | IUSV | 1000.00% |
| 15 | EDOC | 3.05% |
| 16 | XHS | 1.97% |
| 17 | MID | 0.91% |
| 18 | PSC | 0.20% |
| 19 | IJJ | 0.19% |
| 20 | IVOV | 0.19% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | New Mountain Capital, L.L.C. | 94.41M (29.44%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 17.94M (5.59%) | 947.31K Increased by +5.28% | Sep 30, 23 |
| 3 | BlackRock Inc | 17.17M (5.35%) | 3.09M Increased by +18.00% | Sep 30, 23 |
| 4 | Citadel Advisors Llc | 10.27M (3.20%) | 1.93M Increased by +18.80% | Sep 30, 23 |
| 5 | Capital Research & Mgmt Co - Division 3 | 8.28M (2.58%) | 57.15K Increased by +0.69% | Sep 30, 23 |
| 6 | Bank of New York Mellon Corp | 7.02M (2.19%) | 229.10K Increased by +3.26% | Sep 30, 23 |
| 7 | Morgan Stanley - Brokerage Accounts | 6.80M (2.12%) | -144.99K Decreased by -2.13% | Sep 30, 23 |
| 8 | Amvescap Plc. | 5.12M (1.60%) | 218.10K Increased by +4.26% | Sep 30, 23 |
| 9 | American Century Companies Inc | 5.00M (1.56%) | -1.48M Decreased by -29.53% | Sep 30, 23 |
| 10 | State Street Corporation | 5.00M (1.56%) | 911.81K Increased by +18.23% | Sep 30, 23 |
| 11 | Polar Capital Holdings PLC | 4.70M (1.46%) | 22.55K Increased by +0.48% | Sep 30, 23 |
| 12 | Sachem Head Capital Management LP | 4.66M (1.45%) | -447.20K Decreased by -9.59% | Sep 30, 23 |
| 13 | Snyder Capital Management LP | 4.40M (1.37%) | 250.47K Increased by +5.69% | Sep 30, 23 |
| 14 | Orbimed Advisors, LLC | 3.44M (1.07%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 15 | Paradigm Capital Management, Inc. | 3.33M (1.04%) | -4.00K Decreased by -0.12% | Sep 30, 23 |
| 16 | Geode Capital Management, LLC | 3.05M (0.95%) | 616.55K Increased by +20.20% | Sep 30, 23 |
| 17 | Parsifal Capital Management, LP | 3.03M (0.94%) | 3.03M Increased by +100.00% | Sep 30, 23 |
| 18 | Millennium Management LLC | 2.78M (0.87%) | 94.55K Increased by +3.40% | Sep 30, 23 |
| 19 | Sunriver Management LLC | 2.62M (0.82%) | 338.80K Increased by +12.95% | Sep 30, 23 |
| 20 | Bank of America Corp | 2.58M (0.81%) | -1.41M Decreased by -54.73% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 5.98M (1.86%) | -1.08K Decreased by -0.02% | Dec 29, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 5.95M (1.86%) | 9.21K Increased by +0.15% | Nov 30, 23 |
| 3 | Vanguard Small Cap Index | 4.88M (1.52%) | 14.96K Increased by +0.31% | Nov 30, 23 |
| 4 | Calvert Small-Cap A | 3.48M (1.08%) | 10.23K Increased by +0.29% | Nov 30, 23 |
| 5 | Calvert US Small-Cap Strategy | 3.47M (1.08%) | -265.09K Decreased by -7.64% | Sep 30, 23 |
| 6 | American Funds IS® Growth 1 | 3.16M (0.99%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 7 | Capital Group Growth Composite | 3.16M (0.99%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 8 | American Funds Growth Fund of Amer A | 3.02M (0.94%) | -10.13K Decreased by -0.34% | Sep 30, 23 |
| 9 | Capital Group Growth Fnd of Amer Comp | 3.02M (0.94%) | -10.13K Decreased by -0.34% | Sep 30, 23 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 2.84M (0.89%) | 48.58K Increased by +1.71% | Nov 30, 23 |
| 11 | Vanguard Small Cap Growth Index Inv | 2.73M (0.85%) | 13.88K Increased by +0.51% | Nov 30, 23 |
| 12 | Polar Capital Healthcare Opports Inc | 2.54M (0.79%) | -141.80K Decreased by -5.58% | Nov 30, 23 |
| 13 | Worldwide Healthcare Ord | 2.52M (0.78%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 14 | American Century Small Cap Growth Inv | 2.08M (0.65%) | 192.55K Increased by +9.24% | Sep 30, 23 |
| 15 | American Century U.S. Small Cap Growth | 2.08M (0.65%) | 192.55K Increased by +9.24% | Sep 30, 23 |
| 16 | American Funds SMALLCAP World A | 1.74M (0.54%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 17 | UBS: US Equity Small Cap Growth | 1.62M (0.51%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 18 | SPDR® S&P MIDCAP 400 ETF Trust | 1.58M (0.49%) | -13.56K Decreased by -0.86% | Nov 30, 23 |
| 19 | American Century Heritage Inv | 1.54M (0.48%) | -1.50M Decreased by -96.91% | Sep 30, 23 |
| 20 | American Century US Opport. Mid Cap Gr | 1.54M (0.48%) | -1.50M Decreased by -96.91% | Sep 30, 23 |