| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | GLOF | 1000.00% |
| 2 | ACWI | 1000.00% |
| 3 | IMCB | 1000.00% |
| 4 | ESGU | 1000.00% |
| 5 | ILCG | 1000.00% |
| 6 | EUSA | 1000.00% |
| 7 | ILCB | 1000.00% |
| 8 | KLD | 1000.00% |
| 9 | LRGF | 1000.00% |
| 10 | MADE | 1000.00% |
| 11 | USXF | 1000.00% |
| 12 | USCL | 1000.00% |
| 13 | URTH | 1000.00% |
| 14 | JKH | 1000.00% |
| 15 | JKG | 1000.00% |
| 16 | JKE | 1000.00% |
| 17 | JKD | 1000.00% |
| 18 | IYY | 1000.00% |
| 19 | IWV | 1000.00% |
| 20 | IWR | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.94M (12.35%) | 183.12K Increased by +4.64% | Mar 31, 24 |
| 2 | Vanguard Group Inc | 3.21M (10.05%) | 7.20K Increased by +0.22% | Mar 31, 24 |
| 3 | Kayne Anderson Rudnick Investment Management LLC | 1.62M (5.06%) | 124.59K Increased by +7.71% | Mar 31, 24 |
| 4 | Morgan Stanley - Brokerage Accounts | 1.32M (4.13%) | -44.13K Decreased by -3.35% | Mar 31, 24 |
| 5 | State Street Corporation | 1.25M (3.92%) | -10.82K Decreased by -0.87% | Mar 31, 24 |
| 6 | NORGES BANK | 734.42K (2.30%) | 480.42K Increased by +65.41% | Dec 31, 23 |
| 7 | Wellington Management Company LLP | 662.27K (2.07%) | -58.83K Decreased by -8.88% | Mar 31, 24 |
| 8 | Geode Capital Management, LLC | 584.63K (1.83%) | 37.94K Increased by +6.49% | Mar 31, 24 |
| 9 | Beacon Pointe Advisors, LLC | 552.05K (1.73%) | -33.92K Decreased by -6.14% | Mar 31, 24 |
| 10 | Citadel Advisors Llc | 546.45K (1.71%) | 147.54K Increased by +27.00% | Sep 30, 23 |
| 11 | Fisher Asset Management, LLC | 483.61K (1.51%) | 28.49K Increased by +5.89% | Mar 31, 24 |
| 12 | Goldman Sachs Group Inc | 483.09K (1.51%) | 331.95K Increased by +68.71% | Dec 31, 23 |
| 13 | Balyasny Asset Management LLC | 480.21K (1.50%) | -53.69K Decreased by -11.18% | Sep 30, 23 |
| 14 | Point72 Asset Management, L.P. | 391.06K (1.22%) | 232.04K Increased by +59.34% | Sep 30, 23 |
| 15 | London Company of Virginia | 374.72K (1.17%) | 3.24K Increased by +0.87% | Mar 31, 24 |
| 16 | Bank of New York Mellon Corp | 347.42K (1.09%) | -12.13K Decreased by -3.49% | Mar 31, 24 |
| 17 | Amvescap Plc. | 305.46K (0.96%) | 116.69K Increased by +38.20% | Dec 31, 23 |
| 18 | Impax Asset Management Group PLC | 289.93K (0.91%) | -29.95K Decreased by -10.33% | Mar 31, 24 |
| 19 | Wells Fargo & Co | 278.51K (0.87%) | 6.82K Increased by +2.45% | Mar 31, 24 |
| 20 | Seven Post Investment Office LP | 247.08K (0.77%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 1.01M (3.16%) | 513.00 Increased by +0.05% | Jun 30, 24 |
| 2 | iShares Core S&P Mid-Cap ETF | 998.91K (3.13%) | 1.65K Increased by +0.16% | Jun 28, 24 |
| 3 | Vanguard Small Cap Index | 805.91K (2.52%) | -10.94K Decreased by -1.36% | Jun 30, 24 |
| 4 | Eaton Vance Atlanta Capital SMID-Cap I | 678.68K (2.13%) | 0.00 Increased by 0.00% | May 31, 24 |
| 5 | Vanguard Institutional Extnd Mkt Idx Tr | 486.70K (1.52%) | 3.12K Increased by +0.64% | Jun 30, 24 |
| 6 | Vanguard Small Cap Growth Index Inv | 453.36K (1.42%) | -11.33K Decreased by -2.50% | Jun 30, 24 |
| 7 | American Funds American Balanced A | 358.68K (1.12%) | 358.68K Increased by +100.00% | Jun 30, 24 |
| 8 | Touchstone Mid Cap Y | 354.72K (1.11%) | 3.85K Increased by +1.08% | Jun 30, 24 |
| 9 | Fisher All World Equity | 338.37K (1.06%) | 336.19K Increased by +99.36% | Jun 30, 24 |
| 10 | SPDR® S&P MIDCAP 400 ETF Trust | 257.45K (0.81%) | -6.23K Decreased by -2.42% | Jun 30, 24 |
| 11 | iShares MSCI USA Quality Factor ETF | 252.96K (0.79%) | 49.00 Increased by +0.02% | Mar 28, 24 |
| 12 | Amundi Fds Glb Ecology ESG A EUR C | 242.44K (0.76%) | 121.22K Increased by +50.00% | Dec 31, 23 |
| 13 | Hartford MidCap Y | 229.54K (0.72%) | -6.52K Decreased by -2.84% | May 31, 24 |
| 14 | iShares S&P Mid-Cap 400 Growth ETF | 217.81K (0.68%) | 303.00 Increased by +0.14% | Jun 28, 24 |
| 15 | Virtus KAR Mid-Cap Core I | 210.10K (0.66%) | 16.18K Increased by +7.70% | Mar 31, 24 |
| 16 | State St Russell Sm/Mid Cp® Indx NL Cl C | 201.06K (0.63%) | 3.00K Increased by +1.49% | Jun 30, 24 |
| 17 | Fidelity Extended Market Index | 181.10K (0.57%) | 433.00 Increased by +0.24% | May 31, 24 |
| 18 | iShares Russell Mid-Cap Growth ETF | 174.95K (0.55%) | 174.95K Increased by +100.00% | Jun 28, 24 |
| 19 | American Funds Fundamental Invs A | 174.85K (0.55%) | 174.85K Increased by +100.00% | Jun 30, 24 |
| 20 | Vanguard Dividend Appreciation ETF | 172.98K (0.54%) | 632.00 Increased by +0.37% | Jun 30, 24 |