| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IMCV | 1000.00% |
| 2 | IWB | 1000.00% |
| 3 | IVV | 1000.00% |
| 4 | IVE | 1000.00% |
| 5 | IUSV | 1000.00% |
| 6 | ITOT | 1000.00% |
| 7 | IMCG | 1000.00% |
| 8 | IGM | 1000.00% |
| 9 | ILCB | 1000.00% |
| 10 | ILCG | 1000.00% |
| 11 | ILCV | 1000.00% |
| 12 | JKI | 1000.00% |
| 13 | JKG | 1000.00% |
| 14 | JKF | 1000.00% |
| 15 | JKE | 1000.00% |
| 16 | JKD | 1000.00% |
| 17 | IYY | 1000.00% |
| 18 | IXN | 1000.00% |
| 19 | IWV | 1000.00% |
| 20 | IWS | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 5.44M (11.67%) | 13.64K Increased by +0.25% | Sep 30, 23 |
| 2 | T. Rowe Price Associates, Inc. | 5.26M (11.29%) | -84.86K Decreased by -1.61% | Sep 30, 23 |
| 3 | BlackRock Inc | 3.86M (8.29%) | 7.14K Increased by +0.18% | Sep 30, 23 |
| 4 | T. Rowe Price Investment Management,Inc. | 2.76M (5.93%) | 684.25K Increased by +24.77% | Sep 30, 23 |
| 5 | State Street Corporation | 1.85M (3.98%) | -73.47K Decreased by -3.96% | Sep 30, 23 |
| 6 | Aristotle Capital Management LLC | 1.71M (3.67%) | 1.71M Increased by +100.00% | Sep 30, 23 |
| 7 | Select Equity Group LP | 1.51M (3.24%) | -511.45K Decreased by -33.85% | Sep 30, 23 |
| 8 | HHG PLC | 1.45M (3.12%) | 41.49K Increased by +2.85% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 1.06M (2.28%) | 23.59K Increased by +2.22% | Sep 30, 23 |
| 10 | Macquarie Group Ltd | 944.30K (2.03%) | 931.86K Increased by +98.68% | Sep 30, 23 |
| 11 | Kayne Anderson Rudnick Investment Management LLC | 930.00K (2.00%) | 193.54K Increased by +20.81% | Sep 30, 23 |
| 12 | JPMorgan Chase & Co | 922.62K (1.98%) | 151.66K Increased by +16.44% | Sep 30, 23 |
| 13 | King Luther Capital Management Corp | 603.18K (1.29%) | 42.22K Increased by +7.00% | Sep 30, 23 |
| 14 | Durable Capital Partners LP | 571.44K (1.23%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 15 | Bank of America Corp | 541.54K (1.16%) | 155.67K Increased by +28.75% | Sep 30, 23 |
| 16 | Northern Trust Corp | 509.88K (1.09%) | 37.72K Increased by +7.40% | Sep 30, 23 |
| 17 | Amvescap Plc. | 496.70K (1.07%) | -195.31K Decreased by -39.32% | Sep 30, 23 |
| 18 | Allspring Global Investments Holdings, LLC | 488.00K (1.05%) | -25.11K Decreased by -5.15% | Sep 30, 23 |
| 19 | FMR Inc | 370.74K (0.80%) | -6.06K Decreased by -1.64% | Sep 30, 23 |
| 20 | Findlay Park Partners LLP | 359.28K (0.77%) | -3.39K Decreased by -0.94% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | T. Rowe Price New Horizons | 1.63M (3.50%) | 97.02K Increased by +5.94% | Sep 30, 23 |
| 2 | US Small-Cap Growth II Equity Comp | 1.54M (3.30%) | 1.54M Increased by +100.00% | Jun 30, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 1.47M (3.16%) | 1.85K Increased by +0.13% | Nov 30, 23 |
| 4 | T. Rowe Price Capital Appreciation | 1.45M (3.11%) | 443.00K Increased by +30.51% | Sep 30, 23 |
| 5 | T. Rowe Price Growth Stock | 1.27M (2.72%) | -77.57K Decreased by -6.12% | Sep 30, 23 |
| 6 | T. Rowe Price US Growth Stock Composite | 1.27M (2.72%) | -77.57K Decreased by -6.12% | Sep 30, 23 |
| 7 | Vanguard Institutional 500 Index Trust | 1.15M (2.46%) | 11.62K Increased by +1.01% | Nov 30, 23 |
| 8 | Vanguard Mid Cap Index Institutional | 1.07M (2.29%) | 682.00 Increased by +0.06% | Nov 30, 23 |
| 9 | Janus Henderson Enterprise D | 858.41K (1.84%) | -2.91K Decreased by -0.34% | Sep 30, 23 |
| 10 | Janus Inst Mid Cap Growth CF | 858.41K (1.84%) | -2.91K Decreased by -0.34% | Sep 30, 23 |
| 11 | T. Rowe Price Growth Stock Tr-B | 786.03K (1.69%) | -24.25K Decreased by -3.09% | Sep 30, 23 |
| 12 | SPDR® S&P 500 ETF Trust | 584.46K (1.25%) | 4.65K Increased by +0.80% | Dec 29, 23 |
| 13 | Vanguard Windsor™ II Inv | 553.80K (1.19%) | 553.80K Increased by +100.00% | Sep 30, 23 |
| 14 | Fidelity® 500 Index | 548.56K (1.18%) | 3.49K Increased by +0.64% | Nov 30, 23 |
| 15 | Nissay Space Related Global Stock MF | 478.00K (1.03%) | 424.79K Increased by +88.87% | Apr 25, 23 |
| 16 | iShares Core S&P 500 ETF | 469.94K (1.01%) | 280.00 Increased by +0.06% | Dec 29, 23 |
| 17 | BlackRock Mid-Cap Growth Equity Instl | 468.13K (1.00%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | JPM US Mid Cap Value-Composite | 422.57K (0.91%) | 104.38K Increased by +24.70% | Sep 30, 23 |
| 19 | JPM US Mid Cap Value-MA | 422.57K (0.91%) | 421.68K Increased by +99.79% | Sep 30, 23 |
| 20 | JPMorgan Mid Cap Value L | 422.57K (0.91%) | 0.00 Increased by 0.00% | Nov 30, 23 |