| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKK | 1000.00% |
| 2 | IWP | 1000.00% |
| 3 | IWF | 1000.00% |
| 4 | IWB | 1000.00% |
| 5 | IUSG | 1000.00% |
| 6 | ITOT | 1000.00% |
| 7 | JKJ | 1000.00% |
| 8 | ISCG | 1000.00% |
| 9 | ISCB | 1000.00% |
| 10 | IWV | 1000.00% |
| 11 | IWR | 1000.00% |
| 12 | IYY | 1000.00% |
| 13 | CWS | 6.22% |
| 14 | XHB | 2.86% |
| 15 | TEMP | 2.03% |
| 16 | XMHQ | 1.30% |
| 17 | EWMC | 1.16% |
| 18 | CLAW | 1.02% |
| 19 | RFG | 1.02% |
| 20 | NAIL | 0.88% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 13.77M (12.75%) | 433.32K Increased by +3.15% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 10.15M (9.40%) | -105.79K Decreased by -1.04% | Sep 30, 23 |
| 3 | AllianceBernstein L.P. | 5.04M (4.67%) | 266.39K Increased by +5.28% | Sep 30, 23 |
| 4 | ClearBridge Advisors, LLC | 4.72M (4.37%) | 43.65K Increased by +0.93% | Sep 30, 23 |
| 5 | Wasatch Advisors Inc. | 4.05M (3.75%) | -1.13M Decreased by -28.01% | Sep 30, 23 |
| 6 | State Street Corporation | 3.53M (3.27%) | 46.06K Increased by +1.30% | Sep 30, 23 |
| 7 | Artisan Partners Limited Partnership | 3.44M (3.19%) | 240.85K Increased by +7.00% | Sep 30, 23 |
| 8 | BAMCO Inc | 2.73M (2.53%) | -134.98K Decreased by -4.94% | Sep 30, 23 |
| 9 | Macquarie Group Ltd | 2.22M (2.06%) | -928.12K Decreased by -41.76% | Sep 30, 23 |
| 10 | William Blair Investment Management, LLC | 2.12M (1.96%) | -486.40K Decreased by -22.96% | Sep 30, 23 |
| 11 | Conestoga Capital Advisors, LLC | 1.87M (1.73%) | 62.10K Increased by +3.32% | Sep 30, 23 |
| 12 | Geode Capital Management, LLC | 1.63M (1.51%) | 33.57K Increased by +2.06% | Sep 30, 23 |
| 13 | Liontrust Investment Partners LLP | 1.51M (1.40%) | -277.58K Decreased by -18.33% | Sep 30, 23 |
| 14 | Lord, Abbett & Co LLC | 1.24M (1.15%) | 612.83K Increased by +49.43% | Sep 30, 23 |
| 15 | Balyasny Asset Management LLC | 1.22M (1.13%) | 154.09K Increased by +12.59% | Sep 30, 23 |
| 16 | Geneva Capital Management | 1.22M (1.13%) | 2.21K Increased by +0.18% | Sep 30, 23 |
| 17 | Morgan Stanley - Brokerage Accounts | 1.20M (1.11%) | 150.11K Increased by +12.47% | Sep 30, 23 |
| 18 | American Century Companies Inc | 1.13M (1.05%) | -100.39K Decreased by -8.87% | Sep 30, 23 |
| 19 | Baird Financial Group, Inc. | 1.10M (1.02%) | 39.89K Increased by +3.61% | Sep 30, 23 |
| 20 | Dimensional Fund Advisors, Inc. | 1.06M (0.98%) | -44.25K Decreased by -4.17% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 3.41M (3.15%) | 4.28K Increased by +0.13% | Nov 30, 23 |
| 2 | iShares Core S&P Mid-Cap ETF | 3.34M (3.09%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 3 | Vanguard Small Cap Index | 2.81M (2.60%) | 12.36K Increased by +0.44% | Nov 30, 23 |
| 4 | ClearBridge Small Cap Growth A | 1.97M (1.82%) | -7.90K Decreased by -0.40% | Sep 30, 23 |
| 5 | ClearBridge Small Cap Growth | 1.94M (1.80%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 6 | AllianceBernstein US L/C Growth Eqty MF | 1.64M (1.52%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 1.57M (1.46%) | 26.12K Increased by +1.66% | Nov 30, 23 |
| 8 | Vanguard Small Cap Growth Index Inv | 1.57M (1.46%) | 9.74K Increased by +0.62% | Nov 30, 23 |
| 9 | AB Large Cap Growth A | 1.55M (1.44%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 10 | Wasatch Core Growth | 1.45M (1.34%) | -164.28K Decreased by -11.36% | Sep 30, 23 |
| 11 | Vanguard Explorer Inv | 1.37M (1.27%) | 37.75K Increased by +2.75% | Sep 30, 23 |
| 12 | Delaware Ivy Mid Cap Growth A | 1.34M (1.24%) | -491.70K Decreased by -36.57% | Sep 30, 23 |
| 13 | Baron Growth Retail | 1.15M (1.06%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 14 | Baron Small Cap Growth Strategy | 1.15M (1.06%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 15 | Conestoga Small Cap Investors | 1.05M (0.98%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 16 | Eventide Gilead N | 882.00K (0.82%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 17 | SPDR® S&P MIDCAP 400 ETF Trust | 869.34K (0.80%) | -7.49K Decreased by -0.86% | Nov 30, 23 |
| 18 | Artisan Mid Cap Investor | 843.76K (0.78%) | -24.24K Decreased by -2.87% | Sep 30, 23 |
| 19 | Artisan U.S. Mid-Cap Growth | 843.76K (0.78%) | -24.24K Decreased by -2.87% | Sep 30, 23 |
| 20 | Impax Climate Strategy | 835.79K (0.77%) | -61.64K Decreased by -7.38% | Oct 31, 23 |