| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ISCB | 1000.00% |
| 2 | IWB | 1000.00% |
| 3 | IUSG | 1000.00% |
| 4 | ITOT | 1000.00% |
| 5 | ISCG | 1000.00% |
| 6 | JKK | 1000.00% |
| 7 | JKJ | 1000.00% |
| 8 | IYY | 1000.00% |
| 9 | IWV | 1000.00% |
| 10 | IWS | 1000.00% |
| 11 | IWR | 1000.00% |
| 12 | IWP | 1000.00% |
| 13 | IWF | 1000.00% |
| 14 | IWD | 1000.00% |
| 15 | PKB | 2.76% |
| 16 | RFG | 1.56% |
| 17 | EWMC | 1.48% |
| 18 | XMMO | 1.44% |
| 19 | SAEF | 1.40% |
| 20 | BUL | 1.01% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 5.03M (11.83%) | 26.83K Increased by +0.53% | Sep 30, 23 |
| 2 | Kayne Anderson Rudnick Investment Management LLC | 4.61M (10.86%) | -7.55K Decreased by -0.16% | Sep 30, 23 |
| 3 | Vanguard Group Inc | 4.16M (9.79%) | -2.06K Decreased by -0.05% | Sep 30, 23 |
| 4 | JPMorgan Chase & Co | 1.69M (3.97%) | -30.84K Decreased by -1.83% | Sep 30, 23 |
| 5 | State Street Corporation | 1.42M (3.35%) | 15.45K Increased by +1.08% | Sep 30, 23 |
| 6 | Conestoga Capital Advisors, LLC | 1.37M (3.23%) | -12.60K Decreased by -0.92% | Sep 30, 23 |
| 7 | Capital Research & Mgmt Co - Division 3 | 1.35M (3.18%) | -40.59K Decreased by -3.00% | Sep 30, 23 |
| 8 | FMR Inc | 1.05M (2.47%) | 343.99K Increased by +32.72% | Sep 30, 23 |
| 9 | Dimensional Fund Advisors, Inc. | 1.00M (2.36%) | 22.05K Increased by +2.20% | Sep 30, 23 |
| 10 | Fiduciary Management, Inc. of Milwaukee | 881.28K (2.07%) | 7.64K Increased by +0.87% | Sep 30, 23 |
| 11 | Geode Capital Management, LLC | 878.37K (2.07%) | 34.63K Increased by +3.94% | Sep 30, 23 |
| 12 | Northern Trust Corp | 756.71K (1.78%) | -6.33K Decreased by -0.84% | Sep 30, 23 |
| 13 | Charles Schwab Investment Management Inc | 591.94K (1.39%) | 140.40K Increased by +23.72% | Sep 30, 23 |
| 14 | Wells Fargo & Co | 576.72K (1.36%) | -11.70K Decreased by -2.03% | Sep 30, 23 |
| 15 | Burgundy Asset Management Ltd | 567.77K (1.34%) | 8.44K Increased by +1.49% | Sep 30, 23 |
| 16 | Ameriprise Financial Inc | 550.64K (1.30%) | -449.84K Decreased by -81.69% | Sep 30, 23 |
| 17 | Morgan Stanley - Brokerage Accounts | 543.78K (1.28%) | -18.84K Decreased by -3.46% | Sep 30, 23 |
| 18 | Bank of New York Mellon Corp | 491.65K (1.16%) | -6.33K Decreased by -1.29% | Sep 30, 23 |
| 19 | Amvescap Plc. | 482.88K (1.14%) | 364.91K Increased by +75.57% | Sep 30, 23 |
| 20 | Ariel Investments, LLC | 423.90K (1.00%) | -63.17K Decreased by -14.90% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 1.34M (3.15%) | 1.78K Increased by +0.13% | Nov 30, 23 |
| 2 | iShares Core S&P Mid-Cap ETF | 1.30M (3.05%) | -234.00 Decreased by -0.02% | Dec 29, 23 |
| 3 | iShares Russell 2000 ETF | 1.15M (2.70%) | 7.31K Increased by +0.64% | Dec 29, 23 |
| 4 | Vanguard Small Cap Index | 1.10M (2.60%) | 4.58K Increased by +0.41% | Nov 30, 23 |
| 5 | Conestoga Small Cap Investors | 856.79K (2.02%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 6 | Virtus KAR Small-Cap Core I | 831.50K (1.96%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 7 | American Funds Growth Fund of Amer A | 684.27K (1.61%) | -2.29K Decreased by -0.34% | Sep 30, 23 |
| 8 | Capital Group Growth Fnd of Amer Comp | 684.27K (1.61%) | -2.29K Decreased by -0.34% | Sep 30, 23 |
| 9 | American Funds SMALLCAP World A | 657.42K (1.55%) | -41.62K Decreased by -6.33% | Sep 30, 23 |
| 10 | Vanguard Small Cap Growth Index Inv | 618.86K (1.46%) | 4.13K Increased by +0.67% | Nov 30, 23 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 611.81K (1.44%) | 11.01K Increased by +1.80% | Nov 30, 23 |
| 12 | JPMorgan Small Cap Equity A | 457.94K (1.08%) | -48.88K Decreased by -10.67% | Nov 30, 23 |
| 13 | Fidelity® Small Cap Index | 413.97K (0.97%) | 11.39K Increased by +2.75% | Oct 31, 23 |
| 14 | FMI Common Stock Investor | 406.00K (0.96%) | 27.00K Increased by +6.65% | Sep 30, 23 |
| 15 | JPM US Small Cap Core-Composite | 385.85K (0.91%) | -139.52K Decreased by -36.16% | Dec 31, 23 |
| 16 | iShares Russell 2000 Growth ETF | 380.71K (0.90%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 17 | JPMorgan Small Cap Growth A | 363.26K (0.85%) | 34.19K Increased by +9.41% | Nov 30, 23 |
| 18 | Conestoga Small Cap Growth | 362.97K (0.85%) | 18.96K Increased by +5.22% | Dec 31, 23 |
| 19 | SPDR® S&P MIDCAP 400 ETF Trust | 341.71K (0.80%) | -2.94K Decreased by -0.86% | Nov 30, 23 |
| 20 | Fidelity® Series Small Cap Opps | 339.80K (0.80%) | 0.00 Increased by 0.00% | Oct 31, 23 |