| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ISCG | 1000.00% |
| 2 | JKK | 1000.00% |
| 3 | JKJ | 1000.00% |
| 4 | IYY | 1000.00% |
| 5 | IWV | 1000.00% |
| 6 | IWS | 1000.00% |
| 7 | IWR | 1000.00% |
| 8 | IWP | 1000.00% |
| 9 | IWF | 1000.00% |
| 10 | IWD | 1000.00% |
| 11 | IWB | 1000.00% |
| 12 | IUSG | 1000.00% |
| 13 | ITOT | 1000.00% |
| 14 | ISCV | 1000.00% |
| 15 | ISCB | 1000.00% |
| 16 | BPAY | 4.50% |
| 17 | IPAY | 3.55% |
| 18 | FDIG | 1.68% |
| 19 | EQUL | 1.40% |
| 20 | FDWM | 0.88% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 4.13M (9.72%) | 83.10K Increased by +2.01% | Sep 30, 23 |
| 2 | HHG PLC | 4.07M (9.58%) | 4.56K Increased by +0.11% | Sep 30, 23 |
| 3 | BlackRock Inc | 3.85M (9.05%) | 8.27K Increased by +0.22% | Sep 30, 23 |
| 4 | Wellington Management Company LLP | 2.94M (6.93%) | -95.18K Decreased by -3.23% | Sep 30, 23 |
| 5 | Impactive Capital LP | 2.11M (4.96%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 6 | Morgan Stanley - Brokerage Accounts | 1.86M (4.38%) | -37.22K Decreased by -2.00% | Sep 30, 23 |
| 7 | Par Capital Management Inc | 1.85M (4.37%) | 900.00 Increased by +0.05% | Sep 30, 23 |
| 8 | JPMorgan Chase & Co | 1.32M (3.12%) | 52.90K Increased by +3.99% | Sep 30, 23 |
| 9 | State Street Corporation | 1.18M (2.79%) | -1.97K Decreased by -0.17% | Sep 30, 23 |
| 10 | LORING WOLCOTT & COOLIDGE FID ADV LLP | 843.50K (1.99%) | 28.01K Increased by +3.32% | Sep 30, 23 |
| 11 | River Road Asset Management, LLC | 756.09K (1.78%) | -3.00K Decreased by -0.40% | Sep 30, 23 |
| 12 | Bessemer Group Inc | 744.30K (1.75%) | 133.10K Increased by +17.88% | Sep 30, 23 |
| 13 | Bank of America Corp | 684.93K (1.61%) | 63.25K Increased by +9.23% | Sep 30, 23 |
| 14 | Neuberger Berman Group LLC | 668.58K (1.57%) | -22.75K Decreased by -3.40% | Sep 30, 23 |
| 15 | Geode Capital Management, LLC | 645.79K (1.52%) | -55.73K Decreased by -8.63% | Sep 30, 23 |
| 16 | FMR Inc | 624.06K (1.47%) | -171.58K Decreased by -27.49% | Sep 30, 23 |
| 17 | Brown Advisory Holdings Inc | 620.08K (1.46%) | -4.38K Decreased by -0.71% | Sep 30, 23 |
| 18 | Jennison Associates LLC | 558.15K (1.31%) | 15.80K Increased by +2.83% | Sep 30, 23 |
| 19 | PRIMECAP Management Company | 475.09K (1.12%) | -24.85K Decreased by -5.23% | Sep 30, 23 |
| 20 | Bank of New York Mellon Corp | 384.83K (0.91%) | -15.90K Decreased by -4.13% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Janus Henderson Enterprise D | 2.47M (5.80%) | -8.36K Decreased by -0.34% | Sep 30, 23 |
| 2 | Janus Inst Mid Cap Growth CF | 2.47M (5.80%) | -8.36K Decreased by -0.34% | Sep 30, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 1.34M (3.15%) | 1.70K Increased by +0.13% | Nov 30, 23 |
| 4 | Eaton Vance Atlanta Capital SMID-Cap I | 1.30M (3.07%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 5 | iShares Core S&P Mid-Cap ETF | 1.30M (3.05%) | -235.00 Decreased by -0.02% | Dec 29, 23 |
| 6 | Vanguard Small Cap Index | 1.11M (2.62%) | 4.71K Increased by +0.42% | Nov 30, 23 |
| 7 | Hartford MidCap Y | 634.32K (1.49%) | -21.10K Decreased by -3.33% | Nov 30, 23 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 623.64K (1.47%) | 12.28K Increased by +1.97% | Nov 30, 23 |
| 9 | Vanguard Small Cap Growth Index Inv | 622.96K (1.47%) | 4.00K Increased by +0.64% | Nov 30, 23 |
| 10 | Janus Henderson Triton D | 539.25K (1.27%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 11 | Janus Henderson US SMID Cap Growth | 539.25K (1.27%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 12 | JPM US Small Cap Core-Composite | 463.64K (1.09%) | 4.44K Increased by +0.96% | Sep 30, 23 |
| 13 | JPMorgan Small Cap Equity A | 450.99K (1.06%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 14 | SPDR® S&P MIDCAP 400 ETF Trust | 343.96K (0.81%) | -2.96K Decreased by -0.86% | Nov 30, 23 |
| 15 | Vanguard Capital Opportunity Inv | 293.60K (0.69%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 16 | iShares S&P Mid-Cap 400 Growth ETF | 282.51K (0.66%) | -430.00 Decreased by -0.15% | Dec 29, 23 |
| 17 | Premier Miton US Opportunities B Acc | 254.00K (0.60%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 18 | Baron Opp. Small Cap Growth Strategy | 250.00K (0.59%) | -25.00K Decreased by -10.00% | Sep 30, 23 |
| 19 | Baron Small Cap Retail | 250.00K (0.59%) | -25.00K Decreased by -10.00% | Sep 30, 23 |
| 20 | Jennison SMid Cap Core Equity | 248.33K (0.58%) | 0.00 Increased by 0.00% | Sep 30, 23 |