| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWR | 1000.00% |
| 2 | ILCB | 1000.00% |
| 3 | IYH | 1000.00% |
| 4 | IXJ | 1000.00% |
| 5 | IWV | 1000.00% |
| 6 | IWS | 1000.00% |
| 7 | ILCG | 1000.00% |
| 8 | IMCB | 1000.00% |
| 9 | IBB | 1000.00% |
| 10 | IMCG | 1000.00% |
| 11 | ITOT | 1000.00% |
| 12 | IUSV | 1000.00% |
| 13 | IVE | 1000.00% |
| 14 | JKG | 1000.00% |
| 15 | JKE | 1000.00% |
| 16 | IVV | 1000.00% |
| 17 | JKD | 1000.00% |
| 18 | IWB | 1000.00% |
| 19 | IWD | 1000.00% |
| 20 | IYY | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 18.35M (11.73%) | -1.85K Decreased by -0.01% | Sep 30, 23 |
| 2 | BlackRock Inc | 18.28M (11.69%) | 1.36M Increased by +7.46% | Sep 30, 23 |
| 3 | State Street Corporation | 6.22M (3.98%) | -195.78K Decreased by -3.15% | Sep 30, 23 |
| 4 | BAMCO Inc | 5.38M (3.44%) | -4.51K Decreased by -0.08% | Sep 30, 23 |
| 5 | Select Equity Group LP | 4.88M (3.12%) | 361.96K Increased by +7.42% | Sep 30, 23 |
| 6 | T. Rowe Price Associates, Inc. | 3.86M (2.47%) | -209.76K Decreased by -5.44% | Sep 30, 23 |
| 7 | Neuberger Berman Group LLC | 3.72M (2.38%) | -53.69K Decreased by -1.44% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 3.62M (2.31%) | 73.78K Increased by +2.04% | Sep 30, 23 |
| 9 | DF Dent & Co Inc | 3.35M (2.14%) | 73.43K Increased by +2.19% | Sep 30, 23 |
| 10 | Morgan Stanley - Brokerage Accounts | 3.31M (2.11%) | 143.72K Increased by +4.35% | Sep 30, 23 |
| 11 | Brown Capital Management, LLC | 3.16M (2.02%) | -2.89K Decreased by -0.09% | Sep 30, 23 |
| 12 | Mairs & Power Inc | 3.05M (1.95%) | -6.06K Decreased by -0.20% | Sep 30, 23 |
| 13 | Champlain Investment Partners, LLC | 2.69M (1.72%) | 561.80K Increased by +20.87% | Sep 30, 23 |
| 14 | Marshall Wace Asset Management Ltd | 2.58M (1.65%) | 1.21M Increased by +46.96% | Sep 30, 23 |
| 15 | Bank of New York Mellon Corp | 2.48M (1.58%) | 300.90K Increased by +12.15% | Sep 30, 23 |
| 16 | Macquarie Group Ltd | 2.47M (1.58%) | 350.30K Increased by +14.18% | Sep 30, 23 |
| 17 | Wellington Management Company LLP | 2.40M (1.53%) | -157.09K Decreased by -6.56% | Sep 30, 23 |
| 18 | Mackenzie Investments | 2.33M (1.49%) | 200.03K Increased by +8.59% | Sep 30, 23 |
| 19 | William Blair Investment Management, LLC | 2.31M (1.48%) | -189.00 Decreased by -0.01% | Sep 30, 23 |
| 20 | Ameriprise Financial Inc | 2.16M (1.38%) | -1.02M Decreased by -47.00% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 4.96M (3.17%) | 6.26K Increased by +0.13% | Nov 30, 23 |
| 2 | Vanguard Small Cap Index | 4.10M (2.62%) | 17.29K Increased by +0.42% | Nov 30, 23 |
| 3 | Vanguard Institutional 500 Index Trust | 3.84M (2.45%) | 38.09K Increased by +0.99% | Nov 30, 23 |
| 4 | BlackRock Mid-Cap Growth Equity Instl | 3.72M (2.38%) | 192.97K Increased by +5.19% | Nov 30, 23 |
| 5 | Baron Growth Retail | 2.93M (1.87%) | -10.00K Decreased by -0.34% | Dec 31, 23 |
| 6 | Baron Small Cap Growth Strategy | 2.93M (1.87%) | -10.00K Decreased by -0.34% | Dec 31, 23 |
| 7 | Champlain Mid Cap Fund, LLC | 2.78M (1.78%) | 137.47K Increased by +4.94% | Nov 30, 23 |
| 8 | Neuberger Berman Genesis Inv | 2.35M (1.50%) | -14.61K Decreased by -0.62% | Sep 30, 23 |
| 9 | Vanguard Small Cap Growth Index Inv | 2.29M (1.47%) | 14.27K Increased by +0.62% | Nov 30, 23 |
| 10 | US Small-Cap Growth II Equity Comp | 2.16M (1.38%) | 2.16M Increased by +100.00% | Jun 30, 23 |
| 11 | T. Rowe Price New Horizons | 2.16M (1.38%) | -741.00 Decreased by -0.03% | Sep 30, 23 |
| 12 | Eaton Vance Atlanta Capital SMID-Cap I | 2.09M (1.34%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 13 | SPDR® S&P 500 ETF Trust | 1.95M (1.24%) | -13.72K Decreased by -0.70% | Dec 31, 23 |
| 14 | Brown Capital Mgmt Small Co Inv | 1.84M (1.18%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 15 | Fidelity® 500 Index | 1.83M (1.17%) | 11.68K Increased by +0.64% | Nov 30, 23 |
| 16 | Mairs & Power Growth | 1.62M (1.04%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 17 | Mairs & Power Multi Cap | 1.62M (1.04%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 18 | iShares Core S&P 500 ETF | 1.58M (1.01%) | 940.00 Increased by +0.06% | Dec 29, 23 |
| 19 | Baron Asset Retail | 1.52M (0.97%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 20 | Baron Mid Cap Growth Strategy | 1.52M (0.97%) | 0.00 Increased by 0.00% | Dec 31, 23 |