Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTF 14.07%
2 NERD 13.95%
3 ESPO 10.06%
4 JSMD 9.47%
5 FPX 7.72%
6 ODDS 7.46%
7 ATFV 7.44%
8 HERO 7.12%
9 XITK 7.04%
10 LCLG 6.87%
11 ADPV 6.70%
12 GAMR 6.20%
13 QQJG 6.20%
14 QQQG 6.10%
15 WTV 5.67%
16 IPO 5.49%
17 FRTY 5.39%
18 QQQJ 5.34%
19 LOUP 5.16%
20 COWG 5.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 21.10M (9.10%) 813.46K
Increased by +3.86%
Mar 31, 25
2 Vanguard Group Inc 17.83M (7.69%) 1.21M
Increased by +6.81%
Mar 31, 25
3 FMR Inc 14.89M (6.42%) 1.03M
Increased by +6.95%
Mar 31, 25
4 GQG Partners LLC 8.44M (3.64%) -1.17M
Decreased by -13.81%
Dec 31, 24
5 JPMorgan Chase & Co 8.19M (3.53%) 1.61M
Increased by +19.60%
Mar 31, 25
6 T. Rowe Price Associates, Inc. 6.59M (2.84%) 1.77M
Increased by +26.86%
Mar 31, 25
7 WCM Investment Management 6.43M (2.77%) -502.05K
Decreased by -7.81%
Mar 31, 25
8 Morgan Stanley - Brokerage Accounts 5.57M (2.40%) 2.18M
Increased by +39.16%
Mar 31, 25
9 State Street Corp 5.48M (2.36%) 88.09K
Increased by +1.61%
Mar 31, 25
10 Baillie Gifford & Co Limited. 5.27M (2.27%) 1.19M
Increased by +22.50%
Mar 31, 25
11 Kohlberg Kravis Roberts & Co LP 4.45M (1.92%) 0.00
Increased by 0.00%
Dec 31, 23
12 Geode Capital Management, LLC 4.45M (1.92%) -71.25K
Decreased by -1.60%
Mar 31, 25
13 State Street Corporation 3.81M (1.64%) 684.02K
Increased by +17.96%
Mar 31, 24
14 BP WEALTH MANAGEMENT, LLC 3.50M (1.51%) -2.00M
Decreased by -57.13%
Mar 31, 25
15 Two Sigma Advisers, LLC 3.35M (1.45%) 513.80K
Increased by +15.32%
Jun 30, 24
16 Goldman Sachs Group Inc 3.19M (1.38%) 1.52M
Increased by +47.75%
Sep 30, 24
17 SPRUCE HOUSE INVESTMENT MANAGEMENT LLC 3.11M (1.34%) -492.98K
Decreased by -15.87%
Dec 31, 24
18 Amvescap Plc. 3.02M (1.30%) 1.22M
Increased by +40.48%
Dec 31, 24
19 Bank of America Corp 3.00M (1.29%) 542.03K
Increased by +18.05%
Mar 31, 25
20 Whale Rock Capital Management LLC 2.97M (1.28%) -244.84K
Decreased by -8.26%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.94M (3.42%) 121.37K
Increased by +1.53%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 7.06M (3.04%) 993.61K
Increased by +14.08%
Sep 30, 24
3 Invesco QQQ Trust 6.31M (2.72%) -6.53K
Decreased by -0.10%
Apr 30, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 3.45M (1.49%) 16.68K
Increased by +0.48%
Apr 30, 25
5 Vanguard Small Cap Index 2.79M (1.20%) 5.45K
Increased by +0.20%
Oct 31, 24
6 Vanguard Growth Index Investor 2.74M (1.18%) 25.39K
Increased by +0.93%
Apr 30, 25
7 Fidelity Blue Chip Growth 2.69M (1.16%) 81.90K
Increased by +3.04%
Mar 31, 25
8 Vanguard Mid Cap Index Institutional 2.36M (1.02%) 4.31K
Increased by +0.18%
Oct 31, 24
9 JPMorgan Large Cap Growth I 1.80M (0.78%) 292.96K
Increased by +16.30%
Mar 31, 25
10 Janus Henderson Enterprise D 1.70M (0.73%) 0.00
Increased by 0.00%
Mar 31, 25
11 Janus Inst Mid Cap Growth CF 1.70M (0.73%) 0.00
Increased by 0.00%
Dec 31, 24
12 iShares Russell Mid-Cap Growth ETF 1.54M (0.66%) -2.75K
Decreased by -0.18%
Apr 30, 25
13 Vanguard Small Cap Growth Index Inv 1.53M (0.66%) -4.02K
Decreased by -0.26%
Oct 31, 24
14 State St Russell Sm/Mid Cp® Indx NL Cl C 1.51M (0.65%) 19.91K
Increased by +1.31%
Apr 30, 25
15 State St Russell Sm/Mid Cp® Indx SL Cl I 1.51M (0.65%) 19.91K
Increased by +1.31%
Apr 30, 25
16 Fidelity Global Innovators Cl F 1.47M (0.64%) 216.04K
Increased by +14.66%
Dec 31, 24
17 Fidelity Advisor Growth Opps M 1.41M (0.61%) 127.30K
Increased by +9.00%
Mar 31, 25
18 Vanguard Information Technology ETF 1.40M (0.61%) 11.10K
Increased by +0.79%
Apr 30, 25
19 BlackRock Mid-Cap Growth Equity Instl 1.40M (0.60%) 27.74K
Increased by +1.98%
Apr 30, 25
20 T. Rowe Price Growth Stock 1.33M (0.57%) 84.42K
Increased by +6.35%
Mar 31, 25