| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKE | 1000.00% |
| 2 | IYY | 1000.00% |
| 3 | JKD | 1000.00% |
| 4 | JKG | 1000.00% |
| 5 | IWB | 1000.00% |
| 6 | IVW | 1000.00% |
| 7 | IVV | 1000.00% |
| 8 | IUSG | 1000.00% |
| 9 | ITOT | 1000.00% |
| 10 | IWF | 1000.00% |
| 11 | IMCG | 1000.00% |
| 12 | IMCB | 1000.00% |
| 13 | ILCG | 1000.00% |
| 14 | ILCB | 1000.00% |
| 15 | IGM | 1000.00% |
| 16 | IWP | 1000.00% |
| 17 | IWR | 1000.00% |
| 18 | IWV | 1000.00% |
| 19 | IXN | 1000.00% |
| 20 | IYW | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 5.82M (12.85%) | 348.64K Increased by +5.99% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 4.73M (10.44%) | -91.20K Decreased by -1.93% | Sep 30, 23 |
| 3 | Disciplined Growth Investors Inc | 2.83M (6.25%) | -124.26K Decreased by -4.39% | Sep 30, 23 |
| 4 | State Street Corporation | 1.75M (3.87%) | 228.58K Increased by +13.03% | Sep 30, 23 |
| 5 | Geode Capital Management, LLC | 1.01M (2.22%) | 38.39K Increased by +3.82% | Sep 30, 23 |
| 6 | JPMorgan Chase & Co | 984.83K (2.17%) | 124.94K Increased by +12.69% | Sep 30, 23 |
| 7 | Goldman Sachs Group Inc | 767.81K (1.69%) | -278.45K Decreased by -36.27% | Sep 30, 23 |
| 8 | Morgan Stanley - Brokerage Accounts | 702.41K (1.55%) | -39.71K Decreased by -5.65% | Sep 30, 23 |
| 9 | Northern Trust Corp | 651.01K (1.44%) | 44.68K Increased by +6.86% | Sep 30, 23 |
| 10 | Dimensional Fund Advisors, Inc. | 586.26K (1.29%) | -1.11M Decreased by -189.58% | Sep 30, 23 |
| 11 | William Blair Investment Management, LLC | 513.28K (1.13%) | 513.28K Increased by +100.00% | Sep 30, 23 |
| 12 | Bank of New York Mellon Corp | 487.04K (1.07%) | 20.30K Increased by +4.17% | Sep 30, 23 |
| 13 | FMR Inc | 479.34K (1.06%) | 295.83K Increased by +61.72% | Sep 30, 23 |
| 14 | Driehaus Capital Management LLC | 464.12K (1.02%) | -49.68K Decreased by -10.70% | Sep 30, 23 |
| 15 | Nuveen Asset Management, LLC | 450.23K (0.99%) | -24.58K Decreased by -5.46% | Sep 30, 23 |
| 16 | Whale Rock Capital Management LLC | 393.90K (0.87%) | -50.88K Decreased by -12.92% | Sep 30, 23 |
| 17 | Charles Schwab Investment Management Inc | 377.68K (0.83%) | -127.32K Decreased by -33.71% | Sep 30, 23 |
| 18 | Ameriprise Financial Inc | 350.92K (0.77%) | 165.35K Increased by +47.12% | Sep 30, 23 |
| 19 | Principal Financial Group Inc | 311.40K (0.69%) | 125.29K Increased by +40.23% | Sep 30, 23 |
| 20 | Amvescap Plc. | 306.21K (0.68%) | 112.00 Increased by +0.04% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 1.41M (3.11%) | -255.00 Decreased by -0.02% | Dec 29, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.40M (3.09%) | 1.70K Increased by +0.12% | Nov 30, 23 |
| 3 | iShares Russell 2000 ETF | 1.24M (2.73%) | 7.87K Increased by +0.64% | Dec 29, 23 |
| 4 | Vanguard Small Cap Index | 1.16M (2.55%) | 4.89K Increased by +0.42% | Nov 30, 23 |
| 5 | Vanguard Institutional Extnd Mkt Idx Tr | 655.09K (1.45%) | 12.49K Increased by +1.91% | Nov 30, 23 |
| 6 | Vanguard Small Cap Growth Index Inv | 607.12K (1.34%) | 4.16K Increased by +0.69% | Nov 30, 23 |
| 7 | Fidelity® Small Cap Index | 447.20K (0.99%) | 12.22K Increased by +2.73% | Oct 31, 23 |
| 8 | iShares Russell 2000 Growth ETF | 411.36K (0.91%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 9 | SPDR® S&P MIDCAP 400 ETF Trust | 365.67K (0.81%) | -3.15K Decreased by -0.86% | Nov 30, 23 |
| 10 | Vanguard Information Technology ETF | 320.89K (0.71%) | -15.15K Decreased by -4.72% | Nov 30, 23 |
| 11 | iShares S&P Mid-Cap 400 Growth ETF | 306.65K (0.68%) | -427.00 Decreased by -0.14% | Dec 29, 23 |
| 12 | Herald Ord | 290.00K (0.64%) | -85.00K Decreased by -29.31% | Jun 30, 23 |
| 13 | JPMorgan Small Cap Growth A | 283.82K (0.63%) | -22.33K Decreased by -7.87% | Nov 30, 23 |
| 14 | State St Russell Sm/Mid Cp® Indx NL Cl C | 266.05K (0.59%) | 3.10K Increased by +1.17% | Dec 31, 23 |
| 15 | WEDGE QVM-Large Cap Value | 261.31K (0.58%) | -15.97K Decreased by -6.11% | Dec 31, 23 |
| 16 | Hennessy Cornerstone Mid Cap 30 Inv | 248.90K (0.55%) | 61.50K Increased by +24.71% | Sep 30, 23 |
| 17 | Fidelity® Extended Market Index | 246.03K (0.54%) | 3.10K Increased by +1.26% | Nov 30, 23 |
| 18 | Invesco S&P MidCap Quality ETF | 230.17K (0.51%) | 160.00 Increased by +0.07% | Dec 29, 23 |
| 19 | State St S&P Midcap® Indx SL Cl II | 220.40K (0.49%) | 4.60K Increased by +2.09% | Dec 31, 23 |
| 20 | Disciplined Growth Investors | 194.53K (0.43%) | 739.00 Increased by +0.38% | Sep 30, 23 |