| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | URTH | 1000.00% |
| 2 | CRBN | 1000.00% |
| 3 | ACWI | 1000.00% |
| 4 | USXF | 1000.00% |
| 5 | USCL | 1000.00% |
| 6 | EUSA | 1000.00% |
| 7 | SUSA | 1000.00% |
| 8 | SUSL | 1000.00% |
| 9 | TOK | 1000.00% |
| 10 | PABU | 1000.00% |
| 11 | FRTY | 4.38% |
| 12 | FBT | 3.58% |
| 13 | BKIV | 3.45% |
| 14 | JSMD | 3.25% |
| 15 | PBE | 2.84% |
| 16 | EASI | 2.53% |
| 17 | PXSG | 2.14% |
| 18 | SMAP | 2.11% |
| 19 | BMED | 1.88% |
| 20 | PXMG | 1.85% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | T. Rowe Price Associates, Inc. | 7.14M (13.59%) | 743.82K Increased by +10.42% | Dec 31, 24 |
| 2 | BlackRock Inc | 6.86M (13.06%) | -250.30K Decreased by -3.65% | Dec 31, 24 |
| 3 | Vanguard Group Inc | 5.10M (9.71%) | 56.72K Increased by +1.11% | Dec 31, 24 |
| 4 | State Street Corporation | 1.76M (3.35%) | 54.59K Increased by +3.11% | Mar 31, 24 |
| 5 | State Street Corp | 1.69M (3.22%) | 67.53K Increased by +3.99% | Dec 31, 24 |
| 6 | Champlain Investment Partners, LLC | 1.54M (2.94%) | 122.59K Increased by +7.94% | Dec 31, 24 |
| 7 | Sands Capital Management, LLC | 1.36M (2.60%) | -54.80K Decreased by -4.02% | Dec 31, 24 |
| 8 | Bank of New York Mellon Corp | 1.35M (2.57%) | -12.69K Decreased by -0.94% | Dec 31, 24 |
| 9 | Citadel Advisors Llc | 1.18M (2.25%) | 663.64K Increased by +56.26% | Dec 31, 24 |
| 10 | Artisan Partners Limited Partnership | 1.12M (2.13%) | -402.12K Decreased by -35.88% | Mar 31, 24 |
| 11 | Macquarie Group Ltd | 1.10M (2.09%) | -104.46K Decreased by -9.50% | Dec 31, 24 |
| 12 | Impax Asset Management Group PLC | 1.06M (2.01%) | -68.71K Decreased by -6.49% | Sep 30, 24 |
| 13 | AllianceBernstein L.P. | 1.01M (1.92%) | 191.44K Increased by +18.94% | Dec 31, 24 |
| 14 | Brown Capital Management, LLC | 954.94K (1.82%) | -164.64K Decreased by -17.24% | Dec 31, 24 |
| 15 | Conestoga Capital Advisors, LLC | 947.58K (1.80%) | 6.87K Increased by +0.73% | Dec 31, 24 |
| 16 | Geode Capital Management, LLC | 944.08K (1.80%) | 1.70K Increased by +0.18% | Dec 31, 24 |
| 17 | Ameriprise Financial Inc | 929.09K (1.77%) | -25.17K Decreased by -2.71% | Dec 31, 24 |
| 18 | Point72 Asset Management, L.P. | 918.62K (1.75%) | 594.19K Increased by +64.68% | Dec 31, 24 |
| 19 | Harding Loevner L.P. | 916.14K (1.74%) | 283.16K Increased by +30.91% | Sep 30, 24 |
| 20 | Amvescap Plc. | 905.10K (1.72%) | -152.79K Decreased by -16.88% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 1.70M (3.24%) | 3.00K Increased by +0.18% | Mar 31, 25 |
| 2 | Vanguard US Total Market Shares ETF | 1.68M (3.20%) | 1.32K Increased by +0.08% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 1.68M (3.19%) | 4.36K Increased by +0.26% | Feb 28, 25 |
| 4 | US Small-Cap Growth II Equity Comp | 1.39M (2.65%) | -1.20K Decreased by -0.09% | Dec 31, 24 |
| 5 | T. Rowe Price New Horizons | 1.39M (2.65%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 6 | Vanguard Small Cap Index | 1.36M (2.59%) | 1.11K Increased by +0.08% | Feb 28, 25 |
| 7 | Sands Capital Global Growth Equity | 1.26M (2.39%) | -47.28K Decreased by -3.77% | Dec 31, 24 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 791.47K (1.51%) | 1.77K Increased by +0.22% | Feb 28, 25 |
| 9 | Delaware Ivy Mid Cap Growth A | 770.94K (1.47%) | -34.71K Decreased by -4.50% | Oct 31, 24 |
| 10 | Vanguard Small Cap Growth Index Inv | 763.29K (1.45%) | -4.39K Decreased by -0.58% | Feb 28, 25 |
| 11 | Champlain Mid Cap Fund, LLC | 750.86K (1.43%) | -27.16K Decreased by -3.62% | Feb 28, 25 |
| 12 | Macquarie Mid Cap Growth A | 707.66K (1.35%) | -17.60K Decreased by -2.49% | Feb 28, 25 |
| 13 | T. Rowe Price Global Stock | 645.07K (1.23%) | 66.95K Increased by +10.38% | Feb 28, 25 |
| 14 | BlackRock Mid-Cap Growth Equity Instl | 639.64K (1.22%) | 139.08K Increased by +21.74% | Feb 28, 25 |
| 15 | T. Rowe Price All-Cap Opportunities Fund | 582.25K (1.11%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 16 | T. Rowe Price US All-Cap Opp Eq Comp | 582.25K (1.11%) | 204.90K Increased by +35.19% | Dec 31, 24 |
| 17 | T. Rowe Price US All-Cap Opp Eq SMA | 582.25K (1.11%) | 204.90K Increased by +35.19% | Dec 31, 24 |
| 18 | T. Rowe Price Glb Focused Growth Equity | 569.52K (1.08%) | 63.24K Increased by +11.10% | Dec 31, 24 |
| 19 | T. Rowe Price New Horizons Tr-Z | 519.06K (0.99%) | 86.75K Increased by +16.71% | Jun 30, 24 |
| 20 | Parnassus Mid-Cap | 508.10K (0.97%) | 0.00 Increased by 0.00% | Dec 31, 23 |