| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | SUSL | 1000.00% |
| 2 | EUSA | 1000.00% |
| 3 | SUSA | 1000.00% |
| 4 | PABU | 1000.00% |
| 5 | ACWI | 1000.00% |
| 6 | USXF | 1000.00% |
| 7 | USCL | 1000.00% |
| 8 | URTH | 1000.00% |
| 9 | CRBN | 1000.00% |
| 10 | TOK | 1000.00% |
| 11 | JSMD | 3.25% |
| 12 | FBT | 3.04% |
| 13 | BKIV | 2.88% |
| 14 | PBE | 2.84% |
| 15 | EASI | 2.53% |
| 16 | FRTY | 2.35% |
| 17 | PXSG | 2.14% |
| 18 | BMED | 1.96% |
| 19 | PXMG | 1.85% |
| 20 | SMAP | 1.80% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 7.11M (13.57%) | -460.90K Decreased by -6.48% | Sep 30, 24 |
| 2 | T. Rowe Price Associates, Inc. | 6.39M (12.20%) | 1.78M Increased by +27.91% | Sep 30, 24 |
| 3 | Vanguard Group Inc | 5.10M (9.74%) | 56.72K Increased by +1.11% | Dec 31, 24 |
| 4 | State Street Corporation | 1.76M (3.36%) | 54.59K Increased by +3.11% | Mar 31, 24 |
| 5 | State Street Corp | 1.62M (3.10%) | -113.74K Decreased by -7.01% | Sep 30, 24 |
| 6 | Champlain Investment Partners, LLC | 1.54M (2.95%) | 122.59K Increased by +7.94% | Dec 31, 24 |
| 7 | Sands Capital Management, LLC | 1.42M (2.71%) | -2.47K Decreased by -0.17% | Sep 30, 24 |
| 8 | Bank of New York Mellon Corp | 1.35M (2.58%) | -12.69K Decreased by -0.94% | Dec 31, 24 |
| 9 | Macquarie Group Ltd | 1.20M (2.30%) | -17.60K Decreased by -1.46% | Sep 30, 24 |
| 10 | Artisan Partners Limited Partnership | 1.12M (2.14%) | -402.12K Decreased by -35.88% | Mar 31, 24 |
| 11 | Brown Capital Management, LLC | 1.12M (2.14%) | -174.10K Decreased by -15.55% | Sep 30, 24 |
| 12 | Impax Asset Management Group PLC | 1.06M (2.02%) | -68.71K Decreased by -6.49% | Sep 30, 24 |
| 13 | Amvescap Plc. | 1.06M (2.02%) | -249.14K Decreased by -23.55% | Sep 30, 24 |
| 14 | Ameriprise Financial Inc | 954.26K (1.82%) | -100.85K Decreased by -10.57% | Sep 30, 24 |
| 15 | Conestoga Capital Advisors, LLC | 947.58K (1.81%) | 6.87K Increased by +0.73% | Dec 31, 24 |
| 16 | Geode Capital Management, LLC | 942.37K (1.80%) | -2.79K Decreased by -0.30% | Sep 30, 24 |
| 17 | Harding Loevner L.P. | 916.14K (1.75%) | 283.16K Increased by +30.91% | Sep 30, 24 |
| 18 | AllianceBernstein L.P. | 819.46K (1.56%) | -4.29K Decreased by -0.52% | Sep 30, 24 |
| 19 | FMR Inc | 803.27K (1.53%) | -641.52K Decreased by -79.86% | Sep 30, 24 |
| 20 | Wellington Management Company LLP | 784.07K (1.50%) | -324.58K Decreased by -41.40% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 1.70M (3.24%) | -440.00 Decreased by -0.03% | Jan 31, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.67M (3.19%) | 1.64K Increased by +0.10% | Dec 31, 24 |
| 3 | T. Rowe Price New Horizons | 1.39M (2.66%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 4 | US Small-Cap Growth II Equity Comp | 1.39M (2.66%) | -1.20K Decreased by -0.09% | Dec 31, 24 |
| 5 | Vanguard Small Cap Index | 1.36M (2.59%) | 13.15K Increased by +0.97% | Dec 31, 24 |
| 6 | Sands Capital Global Growth Equity | 1.26M (2.40%) | -47.28K Decreased by -3.77% | Dec 31, 24 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 789.50K (1.51%) | 10.24K Increased by +1.30% | Dec 31, 24 |
| 8 | Champlain Mid Cap Fund, LLC | 778.02K (1.49%) | -20.84K Decreased by -2.68% | Jan 31, 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 | 767.60K (1.47%) | 28.40K Increased by +3.70% | Dec 31, 24 |
| 11 | Macquarie Mid Cap Growth A | 725.27K (1.38%) | -10.02K Decreased by -1.38% | Dec 31, 24 |
| 12 | T. Rowe Price All-Cap Opportunities Fund | 582.25K (1.11%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 13 | T. Rowe Price US All-Cap Opp Eq Comp | 582.25K (1.11%) | 204.90K Increased by +35.19% | Dec 31, 24 |
| 14 | T. Rowe Price US All-Cap Opp Eq SMA | 582.25K (1.11%) | 204.90K Increased by +35.19% | Dec 31, 24 |
| 15 | T. Rowe Price Glb Focused Growth Equity | 569.52K (1.09%) | 63.24K Increased by +11.10% | Dec 31, 24 |
| 16 | T. Rowe Price Global Stock | 569.52K (1.09%) | -9.30K Decreased by -1.63% | Dec 31, 24 |
| 17 | Impax Specialists Strategy Composite | 541.41K (1.03%) | -13.30K Decreased by -2.46% | Dec 31, 24 |
| 18 | T. Rowe Price New Horizons Tr-Z | 519.06K (0.99%) | 86.75K Increased by +16.71% | Jun 30, 24 |
| 19 | BlackRock Mid-Cap Growth Equity Instl | 511.02K (0.98%) | 150.73K Increased by +29.50% | Dec 31, 24 |
| 20 | Parnassus Mid-Cap | 508.10K (0.97%) | 0.00 Increased by 0.00% | Dec 31, 23 |