| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ACWI | 1000.00% |
| 2 | EUSA | 1000.00% |
| 3 | USCL | 1000.00% |
| 4 | USXF | 1000.00% |
| 5 | SUSA | 1000.00% |
| 6 | SUSL | 1000.00% |
| 7 | TOK | 1000.00% |
| 8 | PABU | 1000.00% |
| 9 | CRBN | 1000.00% |
| 10 | URTH | 1000.00% |
| 11 | FRTY | 3.33% |
| 12 | JSMD | 3.25% |
| 13 | FBT | 3.01% |
| 14 | PBE | 2.84% |
| 15 | BKIV | 2.59% |
| 16 | EASI | 2.53% |
| 17 | PXSG | 2.14% |
| 18 | PXMG | 1.85% |
| 19 | SMAP | 1.74% |
| 20 | BMED | 1.59% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | T. Rowe Price Associates, Inc. | 7.57M (14.39%) | 430.04K Increased by +5.68% | Mar 31, 25 |
| 2 | BlackRock Inc | 6.82M (12.96%) | -41.57K Decreased by -0.61% | Mar 31, 25 |
| 3 | Vanguard Group Inc | 5.08M (9.66%) | -21.20K Decreased by -0.42% | Mar 31, 25 |
| 4 | State Street Corporation | 1.76M (3.34%) | 54.59K Increased by +3.11% | Mar 31, 24 |
| 5 | State Street Corp | 1.69M (3.21%) | -2.27K Decreased by -0.13% | Mar 31, 25 |
| 6 | Champlain Investment Partners, LLC | 1.46M (2.78%) | -79.53K Decreased by -5.43% | Mar 31, 25 |
| 7 | Bank of New York Mellon Corp | 1.35M (2.57%) | -1.79K Decreased by -0.13% | Mar 31, 25 |
| 8 | Sands Capital Management, LLC | 1.29M (2.46%) | -70.06K Decreased by -5.41% | Mar 31, 25 |
| 9 | Citadel Advisors Llc | 1.18M (2.24%) | 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 | Point72 Asset Management, L.P. | 1.12M (2.12%) | 197.82K Increased by +17.72% | Mar 31, 25 |
| 12 | AllianceBernstein L.P. | 1.01M (1.92%) | 191.44K Increased by +18.94% | Dec 31, 24 |
| 13 | Geode Capital Management, LLC | 991.56K (1.89%) | 47.49K Increased by +4.79% | Mar 31, 25 |
| 14 | Conestoga Capital Advisors, LLC | 980.25K (1.86%) | 32.66K Increased by +3.33% | Mar 31, 25 |
| 15 | Holocene Advisors, LP | 959.98K (1.83%) | 648.88K Increased by +67.59% | Mar 31, 25 |
| 16 | Harding Loevner L.P. | 916.14K (1.74%) | 283.16K Increased by +30.91% | Sep 30, 24 |
| 17 | Macquarie Group Ltd | 910.00K (1.73%) | -189.88K Decreased by -20.87% | Mar 31, 25 |
| 18 | Amvescap Plc. | 905.10K (1.72%) | -152.79K Decreased by -16.88% | Dec 31, 24 |
| 19 | Brown Capital Management, LLC | 864.03K (1.64%) | -90.91K Decreased by -10.52% | Mar 31, 25 |
| 20 | Impax Asset Management Group PLC | 804.51K (1.53%) | -247.43K Decreased by -30.76% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 1.71M (3.25%) | 24.31K Increased by +1.42% | Apr 30, 25 |
| 2 | iShares Core S&P Mid-Cap ETF | 1.69M (3.21%) | -5.43K Decreased by -0.32% | Apr 30, 25 |
| 3 | Vanguard US Total Market Shares ETF | 1.68M (3.20%) | 1.32K Increased by +0.08% | Sep 30, 24 |
| 4 | Vanguard Small Cap Index | 1.34M (2.54%) | 7.76K Increased by +0.58% | Apr 30, 25 |
| 5 | T. Rowe Price New Horizons | 1.32M (2.50%) | -76.79K Decreased by -5.84% | Mar 31, 25 |
| 6 | US Small-Cap Growth II Equity Comp | 1.32M (2.50%) | -77.19K Decreased by -5.87% | Mar 31, 25 |
| 7 | Sands Capital Global Growth Equity | 1.18M (2.24%) | -76.74K Decreased by -6.51% | Mar 31, 25 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 805.79K (1.53%) | 4.08K Increased by +0.51% | Apr 30, 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 | 743.93K (1.42%) | -952.00 Decreased by -0.13% | Apr 30, 25 |
| 11 | Champlain Mid Cap Fund, LLC | 719.04K (1.37%) | -22.80K Decreased by -3.17% | Apr 30, 25 |
| 12 | T. Rowe Price Glb Focused Growth Equity | 708.80K (1.35%) | 139.27K Increased by +19.65% | Mar 31, 25 |
| 13 | T. Rowe Price Global Stock | 708.80K (1.35%) | 63.73K Increased by +8.99% | Mar 31, 25 |
| 14 | BlackRock Mid-Cap Growth Equity Instl | 639.64K (1.22%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 15 | Macquarie Mid Cap Growth A | 600.99K (1.14%) | -106.68K Decreased by -17.75% | Mar 31, 25 |
| 16 | T. Rowe Price All-Cap Opportunities Fund | 582.25K (1.11%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 17 | T. Rowe Price US All-Cap Opp Eq Comp | 582.25K (1.11%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 18 | T. Rowe Price US All-Cap Opp Eq SMA | 582.25K (1.11%) | 204.90K Increased by +35.19% | 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 |