| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKJ | 1000.00% |
| 2 | IWR | 1000.00% |
| 3 | IWV | 1000.00% |
| 4 | ISCV | 1000.00% |
| 5 | ISCG | 1000.00% |
| 6 | IYC | 1000.00% |
| 7 | ISCB | 1000.00% |
| 8 | JKK | 1000.00% |
| 9 | IYY | 1000.00% |
| 10 | IUSG | 1000.00% |
| 11 | IWB | 1000.00% |
| 12 | IWP | 1000.00% |
| 13 | ITOT | 1000.00% |
| 14 | IWF | 1000.00% |
| 15 | PEZ | 3.56% |
| 16 | XHB | 3.27% |
| 17 | BOUT | 2.12% |
| 18 | GVIP | 2.05% |
| 19 | XMMO | 1.60% |
| 20 | MPAY | 1.20% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Select Equity Group LP | 21.94M (17.80%) | 2.02M Increased by +9.22% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 15.82M (12.83%) | -45.32K Decreased by -0.29% | Sep 30, 23 |
| 3 | BlackRock Inc | 14.52M (11.78%) | 90.38K Increased by +0.62% | Sep 30, 23 |
| 4 | Browning West, LP | 11.79M (9.56%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 5 | FMR Inc | 9.87M (8.01%) | -6.53M Decreased by -66.17% | Sep 30, 23 |
| 6 | D1 Capital Partners L.P. | 9.46M (7.67%) | 18.53K Increased by +0.20% | Sep 30, 23 |
| 7 | Boston Partners Global Investors, Inc | 9.19M (7.45%) | -483.31K Decreased by -5.26% | Sep 30, 23 |
| 8 | State Street Corporation | 5.61M (4.55%) | -96.21K Decreased by -1.71% | Sep 30, 23 |
| 9 | Lone Pine Capital LLC | 4.77M (3.87%) | 4.77M Increased by +100.00% | Sep 30, 23 |
| 10 | Beutel, Goodman & Company Ltd. | 4.76M (3.86%) | -1.73K Decreased by -0.04% | Sep 30, 23 |
| 11 | Timucuan Asset Management Inc/FL | 4.13M (3.35%) | -72.58K Decreased by -1.76% | Sep 30, 23 |
| 12 | Pamet Capital Management, LP | 3.60M (2.92%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 13 | Southpoint Capital Advisors LP | 3.36M (2.73%) | 562.48K Increased by +16.73% | Sep 30, 23 |
| 14 | Geode Capital Management, LLC | 2.56M (2.07%) | 53.81K Increased by +2.11% | Sep 30, 23 |
| 15 | Eminence Capital LLC | 2.53M (2.06%) | -542.91K Decreased by -21.43% | Sep 30, 23 |
| 16 | Dimensional Fund Advisors, Inc. | 1.96M (1.59%) | -280.79K Decreased by -14.30% | Sep 30, 23 |
| 17 | Bank of New York Mellon Corp | 1.91M (1.55%) | 57.29K Increased by +3.00% | Sep 30, 23 |
| 18 | Avala Global LP | 1.90M (1.54%) | 310.81K Increased by +16.34% | Sep 30, 23 |
| 19 | Morgan Stanley - Brokerage Accounts | 1.88M (1.52%) | -191.47K Decreased by -10.21% | Sep 30, 23 |
| 20 | Amvescap Plc. | 1.71M (1.39%) | 811.46K Increased by +47.46% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 5.23M (4.24%) | -947.00 Decreased by -0.02% | Dec 29, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 5.13M (4.16%) | 6.03K Increased by +0.12% | Nov 30, 23 |
| 3 | Vanguard Small Cap Index | 4.24M (3.44%) | 17.89K Increased by +0.42% | Nov 30, 23 |
| 4 | JHancock Disciplined Value Mid Cap I | 4.05M (3.28%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 5 | Vanguard Institutional Extnd Mkt Idx Tr | 2.50M (2.03%) | 46.86K Increased by +1.87% | Nov 30, 23 |
| 6 | Vanguard Small Cap Growth Index Inv | 2.37M (1.92%) | 15.12K Increased by +0.64% | Nov 30, 23 |
| 7 | Fidelity® Low-Priced Stock | 1.88M (1.52%) | -1.95K Decreased by -0.10% | Oct 31, 23 |
| 8 | SPDR® S&P MIDCAP 400 ETF Trust | 1.38M (1.12%) | -11.87K Decreased by -0.86% | Nov 30, 23 |
| 9 | Robeco BP US Premium Equities IH € | 1.28M (1.04%) | -18.43K Decreased by -1.43% | Nov 30, 23 |
| 10 | Select Equity Mulberry Street Composite | 1.27M (1.03%) | 180.16K Increased by +14.18% | Sep 30, 23 |
| 11 | iShares S&P Mid-Cap 400 Growth ETF | 1.14M (0.92%) | -1.65K Decreased by -0.14% | Dec 29, 23 |
| 12 | Fidelity® Value | 1.11M (0.90%) | 28.50K Increased by +2.57% | Nov 30, 23 |
| 13 | SPDR® S&P Homebuilders ETF | 1.10M (0.90%) | -31.04K Decreased by -2.81% | Dec 31, 23 |
| 14 | Beutel Goodman American Equity Class F | 1.06M (0.86%) | -11.74K Decreased by -1.11% | Nov 30, 23 |
| 15 | Fidelity® Series Stk Selec Lg Cp Val | 1.03M (0.83%) | 79.80K Increased by +7.77% | Nov 30, 23 |
| 16 | Brown Advisory BeutelGoodmanLg-CpValInst | 1.02M (0.83%) | -16.88K Decreased by -1.65% | Nov 30, 23 |
| 17 | State St Russell Sm/Mid Cp® Indx NL Cl C | 976.25K (0.79%) | 20.30K Increased by +2.08% | Dec 31, 23 |
| 18 | Fidelity® Extended Market Index | 923.36K (0.75%) | 5.75K Increased by +0.62% | Nov 30, 23 |
| 19 | T. Rowe Price Integrated US Sm Gr Eq | 839.90K (0.68%) | 46.30K Increased by +5.51% | Sep 30, 23 |
| 20 | TRP Integrated US Small-Cap Gr Eq | 839.90K (0.68%) | 46.30K Increased by +5.51% | Sep 30, 23 |