| 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 | ISCB | 1000.00% |
| 9 | ISCG | 1000.00% |
| 10 | ISCV | 1000.00% |
| 11 | ITOT | 1000.00% |
| 12 | IUSG | 1000.00% |
| 13 | IVEG | 1000.00% |
| 14 | IWR | 1000.00% |
| 15 | IWD | 1000.00% |
| 16 | WPS | 0.47% |
| 17 | IFGL | 0.46% |
| 18 | USVM | 0.33% |
| 19 | FXH | 0.27% |
| 20 | ISCF | 0.24% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Warburg Pincus LLC | 105.42M (107.05%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 2 | GTCR LLC | 70.28M (71.37%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 3 | BlackRock Inc | 9.57M (9.72%) | -3.50K Decreased by -0.04% | Sep 30, 23 |
| 4 | Vanguard Group Inc | 9.51M (9.66%) | -8.55K Decreased by -0.09% | Sep 30, 23 |
| 5 | HHG PLC | 8.74M (8.88%) | 2.70M Increased by +30.89% | Sep 30, 23 |
| 6 | ArrowMark Colorado Holdings, LLC (ArrowMark Partners) | 5.85M (5.94%) | 767.97K Increased by +13.12% | Sep 30, 23 |
| 7 | MIG Capital, LLC | 3.44M (3.49%) | -215.02K Decreased by -6.25% | Sep 30, 23 |
| 8 | T. Rowe Price Investment Management,Inc. | 3.26M (3.31%) | 2.69M Increased by +82.64% | Sep 30, 23 |
| 9 | Hawk Ridge Management LLC | 2.83M (2.87%) | 600.60K Increased by +21.22% | Sep 30, 23 |
| 10 | State Street Corporation | 2.71M (2.75%) | -11.40K Decreased by -0.42% | Sep 30, 23 |
| 11 | Millennium Management LLC | 2.42M (2.45%) | 573.82K Increased by +23.75% | Sep 30, 23 |
| 12 | William Blair Investment Management, LLC | 2.12M (2.15%) | 154.67K Increased by +7.31% | Sep 30, 23 |
| 13 | Schroder Investment Management Group | 2.09M (2.12%) | -613.64K Decreased by -29.36% | Sep 30, 23 |
| 14 | P2 Capital Partners, LLC | 1.85M (1.88%) | 700.00K Increased by +37.84% | Sep 30, 23 |
| 15 | Geode Capital Management, LLC | 1.75M (1.78%) | 34.47K Increased by +1.97% | Sep 30, 23 |
| 16 | Dimensional Fund Advisors, Inc. | 1.63M (1.65%) | 398.77K Increased by +24.48% | Sep 30, 23 |
| 17 | Massachusetts Financial Services Company | 1.19M (1.21%) | 143.11K Increased by +12.00% | Sep 30, 23 |
| 18 | Irenic Capital Management LP | 1.10M (1.12%) | 375.33K Increased by +34.15% | Sep 30, 23 |
| 19 | Bank of New York Mellon Corp | 999.40K (1.01%) | -15.56K Decreased by -1.56% | Sep 30, 23 |
| 20 | UNTITLED INVESTMENTS LP | 958.60K (0.97%) | 273.52K Increased by +28.53% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Janus Henderson Contrarian D | 6.41M (6.51%) | 1.19M Increased by +18.51% | Sep 30, 23 |
| 2 | Janus Henderson US Opportunistic Alpha | 6.41M (6.51%) | 1.19M Increased by +18.51% | Sep 30, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 3.11M (3.16%) | 5.34K Increased by +0.17% | Nov 30, 23 |
| 4 | iShares Core S&P Mid-Cap ETF | 3.00M (3.05%) | -543.00 Decreased by -0.02% | Dec 29, 23 |
| 5 | Vanguard Explorer Inv | 2.65M (2.69%) | 377.24K Increased by +14.25% | Sep 30, 23 |
| 6 | Vanguard Small Cap Index | 2.56M (2.60%) | 7.83K Increased by +0.31% | Nov 30, 23 |
| 7 | Vanguard Small Cap Growth Index Inv | 1.44M (1.46%) | 17.49K Increased by +1.22% | Nov 30, 23 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 1.43M (1.46%) | 2.46K Increased by +0.17% | Nov 30, 23 |
| 9 | Janus Henderson Triton D | 1.32M (1.34%) | 1.32M Increased by +100.00% | Sep 30, 23 |
| 10 | Janus Henderson US SMID Cap Growth | 1.32M (1.34%) | 1.32M Increased by +100.00% | Sep 30, 23 |
| 11 | T. Rowe Price Small-Cap Stock | 1.31M (1.33%) | 1.31M Increased by +100.00% | Sep 30, 23 |
| 12 | T. Rowe Price US Small-Cap Core Equity | 1.31M (1.33%) | 1.31M Increased by +100.00% | Sep 30, 23 |
| 13 | Meridian Growth Legacy | 1.24M (1.26%) | 144.75K Increased by +11.71% | Sep 30, 23 |
| 14 | Strategic Advisers® Small-Mid Cap | 913.02K (0.93%) | 22.27K Increased by +2.44% | Oct 31, 23 |
| 15 | UWS Schroder US Mid Cap B | 825.51K (0.84%) | 77.60K Increased by +9.40% | Jun 30, 23 |
| 16 | SPDR® S&P MIDCAP 400 ETF Trust | 792.09K (0.80%) | -6.82K Decreased by -0.86% | Nov 30, 23 |
| 17 | Janus Henderson US Small Cap Growth | 757.31K (0.77%) | 62.86K Increased by +8.30% | Sep 30, 23 |
| 18 | Janus Henderson Venture D | 757.31K (0.77%) | 62.86K Increased by +8.30% | Sep 30, 23 |
| 19 | MFS New Discovery Value I | 688.67K (0.70%) | -134.24K Decreased by -19.49% | Oct 31, 23 |
| 20 | iShares S&P Mid-Cap 400 Growth ETF | 653.01K (0.66%) | -4.89K Decreased by -0.75% | Dec 29, 23 |