| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWD | 1000.00% |
| 2 | ILCB | 1000.00% |
| 3 | ILCG | 1000.00% |
| 4 | IMCB | 1000.00% |
| 5 | IMCG | 1000.00% |
| 6 | IHI | 1000.00% |
| 7 | ITOT | 1000.00% |
| 8 | IUSG | 1000.00% |
| 9 | IUSV | 1000.00% |
| 10 | IVE | 1000.00% |
| 11 | IVV | 1000.00% |
| 12 | IVW | 1000.00% |
| 13 | JKG | 1000.00% |
| 14 | IWR | 1000.00% |
| 15 | IWB | 1000.00% |
| 16 | JKE | 1000.00% |
| 17 | JKD | 1000.00% |
| 18 | IYY | 1000.00% |
| 19 | IYH | 1000.00% |
| 20 | IXJ | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 11.81M (12.00%) | -114.84K Decreased by -0.97% | Sep 30, 23 |
| 2 | BlackRock Inc | 9.60M (9.75%) | 796.78K Increased by +8.30% | Sep 30, 23 |
| 3 | Massachusetts Financial Services Company | 5.73M (5.82%) | -72.36K Decreased by -1.26% | Sep 30, 23 |
| 4 | WCM Investment Management | 5.41M (5.50%) | -78.50K Decreased by -1.45% | Sep 30, 23 |
| 5 | State Street Corporation | 4.14M (4.20%) | -70.67K Decreased by -1.71% | Sep 30, 23 |
| 6 | Morgan Stanley - Brokerage Accounts | 3.97M (4.03%) | -108.62K Decreased by -2.74% | Sep 30, 23 |
| 7 | Apg All Pensions Group | 3.30M (3.35%) | -84.52K Decreased by -2.56% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 2.13M (2.16%) | 29.43K Increased by +1.38% | Sep 30, 23 |
| 9 | HHG PLC | 2.10M (2.13%) | -59.29K Decreased by -2.83% | Sep 30, 23 |
| 10 | T. Rowe Price Associates, Inc. | 1.53M (1.56%) | -436.18K Decreased by -28.46% | Sep 30, 23 |
| 11 | AllianceBernstein L.P. | 1.25M (1.27%) | -262.03K Decreased by -21.02% | Sep 30, 23 |
| 12 | Sustainable Growth Advisers, LP | 1.22M (1.24%) | -47.67K Decreased by -3.91% | Sep 30, 23 |
| 13 | Northern Trust Corp | 1.22M (1.24%) | 6.10K Increased by +0.50% | Sep 30, 23 |
| 14 | Generation Investment Management LLP | 1.15M (1.17%) | -6.12K Decreased by -0.53% | Sep 30, 23 |
| 15 | Principal Financial Group Inc | 1.09M (1.11%) | -19.05K Decreased by -1.75% | Sep 30, 23 |
| 16 | Champlain Investment Partners, LLC | 1.08M (1.10%) | -2.87K Decreased by -0.27% | Sep 30, 23 |
| 17 | Bank of America Corp | 992.05K (1.01%) | -47.66K Decreased by -4.80% | Sep 30, 23 |
| 18 | Mitsubishi UFJ Asset Management Co.,Ltd | 931.62K (0.95%) | 33.55K Increased by +3.60% | Sep 30, 23 |
| 19 | London Company of Virginia | 861.63K (0.88%) | 12.79K Increased by +1.48% | Sep 30, 23 |
| 20 | Bank of New York Mellon Corp | 838.18K (0.85%) | -21.96K Decreased by -2.62% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 3.10M (3.15%) | 3.74K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 2.41M (2.44%) | 23.76K Increased by +0.99% | Nov 30, 23 |
| 3 | Vanguard Mid Cap Index Institutional | 2.25M (2.28%) | 3.07K Increased by +0.14% | Nov 30, 23 |
| 4 | WCM Focused International Growth Instl | 2.05M (2.08%) | -42.40K Decreased by -2.07% | Sep 30, 23 |
| 5 | WCM Inv Mgt Focused Growth Intl | 2.05M (2.08%) | -42.40K Decreased by -2.07% | Sep 30, 23 |
| 6 | MS INVF Global Brands A USD | 1.39M (1.41%) | -13.37K Decreased by -0.96% | Sep 30, 23 |
| 7 | Morgan Stanley Glbl Franchise | 1.39M (1.41%) | -13.37K Decreased by -0.96% | Sep 30, 23 |
| 8 | MFS Mid Cap Growth Equity | 1.37M (1.39%) | -5.69K Decreased by -0.42% | Sep 30, 23 |
| 9 | MFS Mid Cap Growth A | 1.28M (1.30%) | -96.03K Decreased by -7.53% | Nov 30, 23 |
| 10 | SPDR® S&P 500 ETF Trust | 1.23M (1.25%) | 9.79K Increased by +0.80% | Dec 29, 23 |
| 11 | Fidelity® 500 Index | 1.15M (1.17%) | 7.32K Increased by +0.64% | Nov 30, 23 |
| 12 | Champlain Mid Cap Fund, LLC | 1.05M (1.07%) | -2.80K Decreased by -0.27% | Nov 30, 23 |
| 13 | iShares Core S&P 500 ETF | 984.21K (1.00%) | 590.00 Increased by +0.06% | Dec 29, 23 |
| 14 | MFS Large Cap Growth Equity | 948.23K (0.96%) | 6.14K Increased by +0.65% | Sep 30, 23 |
| 15 | MFS Massachusetts Inv Gr Stk A | 947.94K (0.96%) | -5.32K Decreased by -0.56% | Nov 30, 23 |
| 16 | Janus Henderson Enterprise D | 868.17K (0.88%) | -2.94K Decreased by -0.34% | Sep 30, 23 |
| 17 | Janus Inst Mid Cap Growth CF | 868.17K (0.88%) | -2.94K Decreased by -0.34% | Sep 30, 23 |
| 18 | Pictet-Security I USD | 866.01K (0.88%) | -83.95K Decreased by -9.69% | Oct 31, 23 |
| 19 | BlackRock Mid-Cap Growth Equity Instl | 823.78K (0.84%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | Touchstone Mid Cap Y | 793.93K (0.81%) | 14.14K Increased by +1.78% | Sep 30, 23 |