| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IUSG | 1000.00% |
| 2 | JKG | 1000.00% |
| 3 | ITOT | 1000.00% |
| 4 | JKE | 1000.00% |
| 5 | IWV | 1000.00% |
| 6 | IWS | 1000.00% |
| 7 | IWR | 1000.00% |
| 8 | ILCB | 1000.00% |
| 9 | JKD | 1000.00% |
| 10 | IYY | 1000.00% |
| 11 | IWD | 1000.00% |
| 12 | ILCG | 1000.00% |
| 13 | IMCB | 1000.00% |
| 14 | IMCG | 1000.00% |
| 15 | IWB | 1000.00% |
| 16 | SMIG | 3.72% |
| 17 | QINC | 3.62% |
| 18 | GLRY | 3.21% |
| 19 | GDIV | 2.38% |
| 20 | XMMO | 2.16% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.12M (13.54%) | -156.62K Decreased by -3.80% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 3.21M (10.55%) | -31.43K Decreased by -0.98% | Sep 30, 23 |
| 3 | Baillie Gifford & Co Limited. | 1.88M (6.18%) | -56.53K Decreased by -3.01% | Sep 30, 23 |
| 4 | Kayne Anderson Rudnick Investment Management LLC | 1.66M (5.44%) | 7.72K Increased by +0.47% | Sep 30, 23 |
| 5 | FMR Inc | 1.41M (4.64%) | -56.90K Decreased by -4.03% | Sep 30, 23 |
| 6 | Charles Schwab Investment Management Inc | 1.31M (4.31%) | 9.20K Increased by +0.70% | Sep 30, 23 |
| 7 | State Street Corporation | 1.10M (3.61%) | 32.79K Increased by +2.98% | Sep 30, 23 |
| 8 | Capital World Investors | 908.30K (2.99%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 9 | Blair William & Co | 770.48K (2.53%) | 5.00K Increased by +0.65% | Sep 30, 23 |
| 10 | Wellington Management Company LLP | 648.66K (2.13%) | 16.59K Increased by +2.56% | Sep 30, 23 |
| 11 | Neuberger Berman Group LLC | 646.03K (2.12%) | -13.66K Decreased by -2.11% | Sep 30, 23 |
| 12 | Geode Capital Management, LLC | 600.07K (1.97%) | 13.51K Increased by +2.25% | Sep 30, 23 |
| 13 | Bank of New York Mellon Corp | 553.38K (1.82%) | -15.00K Decreased by -2.71% | Sep 30, 23 |
| 14 | Markel Group Inc | 545.75K (1.79%) | 6.50K Increased by +1.19% | Sep 30, 23 |
| 15 | Wells Fargo & Co | 543.95K (1.79%) | 15.56K Increased by +2.86% | Sep 30, 23 |
| 16 | Mitsubishi UFJ Trust & Banking Corp | 499.60K (1.64%) | -15.08K Decreased by -3.02% | Sep 30, 23 |
| 17 | Citadel Advisors Llc | 492.20K (1.62%) | 425.10K Increased by +86.37% | Sep 30, 23 |
| 18 | Balyasny Asset Management LLC | 448.36K (1.47%) | 448.36K Increased by +100.00% | Sep 30, 23 |
| 19 | Davenport & Company LLC | 443.79K (1.46%) | 2.55K Increased by +0.57% | Sep 30, 23 |
| 20 | Raymond James & Associates | 412.46K (1.36%) | 12.45K Increased by +3.02% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 1.05M (3.45%) | 1.18K Increased by +0.11% | Nov 30, 23 |
| 2 | iShares Core S&P Mid-Cap ETF | 1.03M (3.38%) | -186.00 Decreased by -0.02% | Dec 29, 23 |
| 3 | Vanguard Small Cap Index | 868.46K (2.86%) | 3.51K Increased by +0.40% | Nov 30, 23 |
| 4 | iShares Select Dividend ETF | 630.50K (2.07%) | -390.00 Decreased by -0.06% | Dec 29, 23 |
| 5 | Baillie Gifford US Equity Growth | 609.71K (2.00%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 6 | Vanguard US Growth Investor | 609.71K (2.00%) | -13.70K Decreased by -2.25% | Sep 30, 23 |
| 7 | American Funds Income Fund of Amer A | 608.30K (2.00%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 8 | Schwab US Dividend Equity ETF™ | 527.79K (1.74%) | 76.00 Increased by +0.01% | Dec 30, 23 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 486.48K (1.60%) | 9.27K Increased by +1.91% | Nov 30, 23 |
| 10 | Vanguard Small Cap Growth Index Inv | 446.44K (1.47%) | 3.23K Increased by +0.72% | Nov 30, 23 |
| 11 | Baillie Gifford American B Inc | 317.86K (1.05%) | -5.34K Decreased by -1.68% | Oct 31, 23 |
| 12 | Neuberger Berman Genesis Inv | 306.05K (1.01%) | -1.90K Decreased by -0.62% | Sep 30, 23 |
| 13 | American Funds SMALLCAP World A | 300.00K (0.99%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 14 | SPDR® S&P MIDCAP 400 ETF Trust | 268.56K (0.88%) | -2.31K Decreased by -0.86% | Nov 30, 23 |
| 15 | iShares S&P Mid-Cap 400 Growth ETF | 223.90K (0.74%) | -312.00 Decreased by -0.14% | Dec 29, 23 |
| 16 | Fidelity® Growth & Income | 208.99K (0.69%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 17 | State St Russell Sm/Mid Cp® Indx NL Cl C | 194.29K (0.64%) | 4.01K Increased by +2.06% | Dec 31, 23 |
| 18 | Hartford MidCap Y | 183.97K (0.60%) | -5.31K Decreased by -2.89% | Nov 30, 23 |
| 19 | Fidelity® Extended Market Index | 180.60K (0.59%) | 2.00K Increased by +1.11% | Nov 30, 23 |
| 20 | First Trust Value Line® Dividend ETF | 166.70K (0.55%) | -93.00 Decreased by -0.06% | Nov 30, 23 |