| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IUSG | 1000.00% |
| 2 | IGM | 1000.00% |
| 3 | ILCB | 1000.00% |
| 4 | ILCG | 1000.00% |
| 5 | IMCB | 1000.00% |
| 6 | JKG | 1000.00% |
| 7 | JKE | 1000.00% |
| 8 | JKD | 1000.00% |
| 9 | IYY | 1000.00% |
| 10 | IYW | 1000.00% |
| 11 | IXN | 1000.00% |
| 12 | IWV | 1000.00% |
| 13 | IWS | 1000.00% |
| 14 | IWR | 1000.00% |
| 15 | ITOT | 1000.00% |
| 16 | IWP | 1000.00% |
| 17 | IWFH | 1000.00% |
| 18 | IWF | 1000.00% |
| 19 | IWD | 1000.00% |
| 20 | IWB | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 4.91M (11.74%) | 29.58K Increased by +0.60% | Sep 30, 23 |
| 2 | BlackRock Inc | 3.19M (7.61%) | 24.76K Increased by +0.78% | Sep 30, 23 |
| 3 | State Street Corporation | 1.59M (3.79%) | -32.98K Decreased by -2.08% | Sep 30, 23 |
| 4 | AllianceBernstein L.P. | 1.36M (3.25%) | -132.03K Decreased by -9.71% | Sep 30, 23 |
| 5 | Apg All Pensions Group | 1.33M (3.17%) | -33.75K Decreased by -2.55% | Sep 30, 23 |
| 6 | Principal Financial Group Inc | 1.27M (3.03%) | 5.01K Increased by +0.40% | Sep 30, 23 |
| 7 | Morgan Stanley - Brokerage Accounts | 1.02M (2.43%) | 177.24K Increased by +17.45% | Sep 30, 23 |
| 8 | Franklin Resources Inc | 975.45K (2.33%) | 8.51K Increased by +0.87% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 965.18K (2.31%) | 22.50K Increased by +2.33% | Sep 30, 23 |
| 10 | Artisan Partners Limited Partnership | 901.52K (2.15%) | 1.93K Increased by +0.21% | Sep 30, 23 |
| 11 | Amvescap Plc. | 860.93K (2.06%) | 52.80K Increased by +6.13% | Sep 30, 23 |
| 12 | Massachusetts Financial Services Company | 823.95K (1.97%) | 28.16K Increased by +3.42% | Sep 30, 23 |
| 13 | Van Eck Associates Corporation | 767.23K (1.83%) | 82.13K Increased by +10.70% | Sep 30, 23 |
| 14 | Brown Capital Management, LLC | 750.94K (1.79%) | -30.02K Decreased by -4.00% | Sep 30, 23 |
| 15 | Ownership Capital BV | 660.53K (1.58%) | -236.39K Decreased by -35.79% | Sep 30, 23 |
| 16 | Echo Street Capital Management LLC | 650.73K (1.55%) | 104.36K Increased by +16.04% | Sep 30, 23 |
| 17 | Holocene Advisors, LP | 621.92K (1.49%) | -61.09K Decreased by -9.82% | Sep 30, 23 |
| 18 | Macquarie Group Ltd | 512.38K (1.22%) | 1.94K Increased by +0.38% | Sep 30, 23 |
| 19 | Blair William & Co | 468.19K (1.12%) | -3.13K Decreased by -0.67% | Sep 30, 23 |
| 20 | HHG PLC | 467.75K (1.12%) | -25.62K Decreased by -5.48% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 1.32M (3.15%) | 1.55K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 1.03M (2.45%) | 9.50K Increased by +0.93% | Nov 30, 23 |
| 3 | Vanguard Mid Cap Index Institutional | 956.87K (2.29%) | 1.08K Increased by +0.11% | Nov 30, 23 |
| 4 | Principal Aligned MidCap Equity | 863.11K (2.06%) | -1.19K Decreased by -0.14% | Sep 30, 23 |
| 5 | Principal MidCap R5 | 861.30K (2.06%) | 3.09K Increased by +0.36% | Nov 30, 23 |
| 6 | VanEck Morningstar Wide Moat | 795.27K (1.90%) | 82.75K Increased by +10.41% | Dec 31, 23 |
| 7 | VanEck Morningstar Wide Moat ETF | 795.27K (1.90%) | 762.00 Increased by +0.10% | Dec 30, 23 |
| 8 | SPDR® S&P 500 ETF Trust | 515.14K (1.23%) | -3.65K Decreased by -0.71% | Dec 31, 23 |
| 9 | MFS Mid Cap Growth A | 512.55K (1.22%) | 29.72K Increased by +5.80% | Nov 30, 23 |
| 10 | Fidelity® 500 Index | 490.33K (1.17%) | 3.12K Increased by +0.64% | Nov 30, 23 |
| 11 | MFS Mid Cap Growth Equity | 482.83K (1.15%) | -2.00K Decreased by -0.42% | Sep 30, 23 |
| 12 | Eaton Vance Atlanta Capital SMID-Cap I | 431.17K (1.03%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 13 | Brown Capital Mgmt Small Co Inv | 427.21K (1.02%) | -24.92K Decreased by -5.83% | Sep 30, 23 |
| 14 | iShares Core S&P 500 ETF | 419.10K (1.00%) | 250.00 Increased by +0.06% | Dec 29, 23 |
| 15 | Vanguard Growth Index Investor | 370.72K (0.89%) | 2.12K Increased by +0.57% | Nov 30, 23 |
| 16 | AllianceBernstein US L/C Growth Eqty MF | 360.07K (0.86%) | -85.23K Decreased by -23.67% | Oct 31, 23 |
| 17 | AB Large Cap Growth A | 341.45K (0.82%) | -76.44K Decreased by -22.39% | Oct 31, 23 |
| 18 | Eagle Mid-Cap Growth - Institutional | 300.11K (0.72%) | 551.00 Increased by +0.18% | Dec 31, 23 |
| 19 | Vanguard Mid-Cap Growth ETF | 292.73K (0.70%) | 912.00 Increased by +0.31% | Nov 30, 23 |
| 20 | Delaware Ivy Mid Cap Growth A | 285.29K (0.68%) | -12.00K Decreased by -4.21% | Nov 30, 23 |