| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ISCB | 1000.00% |
| 2 | IWS | 1000.00% |
| 3 | IWR | 1000.00% |
| 4 | IWP | 1000.00% |
| 5 | IWF | 1000.00% |
| 6 | IWD | 1000.00% |
| 7 | IWB | 1000.00% |
| 8 | IUSV | 1000.00% |
| 9 | IUSG | 1000.00% |
| 10 | ITOT | 1000.00% |
| 11 | ISCV | 1000.00% |
| 12 | ISCG | 1000.00% |
| 13 | JKK | 1000.00% |
| 14 | JKJ | 1000.00% |
| 15 | IYY | 1000.00% |
| 16 | IYC | 1000.00% |
| 17 | IWV | 1000.00% |
| 18 | MPAY | 1.04% |
| 19 | FXD | 0.59% |
| 20 | HART | 0.53% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Capital Research Global Investors | 10.16M (11.76%) | 497.06K Increased by +4.89% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 8.08M (9.35%) | -35.78K Decreased by -0.44% | Sep 30, 23 |
| 3 | BlackRock Inc | 7.68M (8.89%) | 26.04K Increased by +0.34% | Sep 30, 23 |
| 4 | Baillie Gifford & Co Limited. | 6.16M (7.12%) | 3.03M Increased by +49.18% | Sep 30, 23 |
| 5 | Wasatch Advisors Inc. | 5.62M (6.50%) | 75.39K Increased by +1.34% | Sep 30, 23 |
| 6 | Wellington Management Company LLP | 5.52M (6.39%) | -854.52K Decreased by -15.48% | Sep 30, 23 |
| 7 | Capital World Investors | 4.23M (4.90%) | 2.40K Increased by +0.06% | Sep 30, 23 |
| 8 | Franklin Resources Inc | 3.37M (3.90%) | 138.65K Increased by +4.11% | Sep 30, 23 |
| 9 | State Street Corporation | 2.36M (2.73%) | -10.66K Decreased by -0.45% | Sep 30, 23 |
| 10 | Morgan Stanley - Brokerage Accounts | 2.34M (2.71%) | 1.34M Increased by +57.07% | Sep 30, 23 |
| 11 | FMR Inc | 1.89M (2.18%) | -44.73K Decreased by -2.37% | Sep 30, 23 |
| 12 | Bank of New York Mellon Corp | 1.86M (2.16%) | 1.10M Increased by +59.02% | Sep 30, 23 |
| 13 | Lord, Abbett & Co LLC | 1.52M (1.76%) | 748.67K Increased by +49.33% | Sep 30, 23 |
| 14 | Van Berkom and Associates Inc | 1.40M (1.61%) | -213.02K Decreased by -15.27% | Sep 30, 23 |
| 15 | Geode Capital Management, LLC | 1.30M (1.50%) | 25.20K Increased by +1.94% | Sep 30, 23 |
| 16 | Fidelity International Ltd | 1.28M (1.48%) | 170.27K Increased by +13.28% | Sep 30, 23 |
| 17 | Capital Research & Mgmt Co - Division 3 | 1.23M (1.43%) | -805.27K Decreased by -65.36% | Sep 30, 23 |
| 18 | Dimensional Fund Advisors, Inc. | 1.16M (1.35%) | -6.86K Decreased by -0.59% | Sep 30, 23 |
| 19 | Nuveen Asset Management, LLC | 1.02M (1.18%) | 22.45K Increased by +2.20% | Sep 30, 23 |
| 20 | Zurich Insurance Group AG | 957.42K (1.11%) | 491.37K Increased by +51.32% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | American Funds SMALLCAP World A | 6.94M (8.03%) | 171.20K Increased by +2.47% | Sep 30, 23 |
| 2 | Capital Group AMCAP Composite | 5.63M (6.51%) | 44.87K Increased by +0.80% | Sep 30, 23 |
| 3 | VA CollegeAmerica Amcap 529A | 5.63M (6.51%) | 44.87K Increased by +0.80% | Sep 30, 23 |
| 4 | Templeton Growth A | 3.81M (4.41%) | 562.39K Increased by +14.76% | Nov 30, 23 |
| 5 | Templeton Growth Inc A | 3.81M (4.41%) | 562.39K Increased by +14.76% | Nov 30, 23 |
| 6 | Vanguard Total Stock Mkt Idx Inv | 2.72M (3.15%) | 3.78K Increased by +0.14% | Nov 30, 23 |
| 7 | iShares Core S&P Mid-Cap ETF | 2.64M (3.05%) | -477.00 Decreased by -0.02% | Dec 29, 23 |
| 8 | Vanguard Small Cap Index | 2.25M (2.60%) | 10.58K Increased by +0.47% | Nov 30, 23 |
| 9 | Vanguard Explorer Inv | 2.00M (2.31%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 10 | American Funds Growth Fund of Amer A | 1.98M (2.29%) | -6.63K Decreased by -0.34% | Sep 30, 23 |
| 11 | Capital Group Growth Fnd of Amer Comp | 1.98M (2.29%) | -6.63K Decreased by -0.34% | Sep 30, 23 |
| 12 | Templeton Growth (Euro) I(acc)EUR | 1.78M (2.07%) | 292.03K Increased by +16.36% | Nov 30, 23 |
| 13 | Vanguard Small Cap Growth Index Inv | 1.26M (1.45%) | 6.32K Increased by +0.50% | Nov 30, 23 |
| 14 | Vanguard Institutional Extnd Mkt Idx Tr | 1.25M (1.45%) | 23.16K Increased by +1.85% | Nov 30, 23 |
| 15 | Wasatch Small Cap Growth Investor | 1.22M (1.41%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 16 | Wasatch Core Growth | 1.11M (1.29%) | 85.50K Increased by +7.69% | Sep 30, 23 |
| 17 | Federated Hermes Kaufmann Small Cap A | 794.40K (0.92%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 18 | Federated Hermes Kaufmann Small Cap Grow | 794.40K (0.92%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 19 | SPDR® S&P MIDCAP 400 ETF Trust | 694.55K (0.80%) | -5.98K Decreased by -0.86% | Nov 30, 23 |
| 20 | Delaware Small Cap Core I | 664.97K (0.77%) | 192.72K Increased by +28.98% | Nov 30, 23 |