Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AVRY 3.54%
2 FCUS 3.31%
3 BOUT 2.75%
4 PEJ 2.68%
5 PBJ 2.58%
6 ADPV 2.52%
7 PSL 2.45%
8 CSMD 2.19%
9 IPO 1.50%
10 GURU 1.47%
11 BKIV 1.43%
12 GSGO 1.01%
13 HAPS 0.99%
14 EATZ 0.94%
15 BUZZ 0.86%
16 FXD 0.80%
17 LSEQ 0.74%
18 LSAF 0.73%
19 EHLS 0.72%
20 WCEO 0.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.88M (10.85%) 6.57M
Increased by +47.32%
Mar 31, 26
2 Vanguard Group Inc 11.09M (8.67%) -150.78K
Decreased by -1.36%
Dec 31, 25
3 FMR Inc 9.57M (7.48%) 2.35M
Increased by +24.61%
Mar 31, 26
4 T. Rowe Price Associates, Inc. 7.63M (5.97%) 4.81M
Increased by +62.99%
Mar 31, 26
5 Vanguard Capital Management, LLC 5.69M (4.45%) 5.69M
Increased by +100.00%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 5.47M (4.28%) 5.47M
Increased by +100.00%
Mar 31, 26
7 T. Rowe Price Investment Management,Inc. 4.63M (3.62%) 2.34M
Increased by +50.48%
Mar 31, 26
8 D. E. Shaw & Co LP 4.23M (3.31%) -1.07M
Decreased by -25.35%
Jun 30, 25
9 UBS Group AG 4.03M (3.15%) 1.03M
Increased by +25.59%
Mar 31, 26
10 State Street Corp 3.78M (2.95%) 1.76M
Increased by +46.55%
Mar 31, 26
11 Wasatch Advisors LP 3.24M (2.53%) -888.24K
Decreased by -27.41%
Dec 31, 24
12 Millennium Management LLC 3.23M (2.53%) 410.44K
Increased by +12.69%
Mar 31, 26
13 Baillie Gifford & Co Limited. 2.99M (2.34%) -236.47K
Decreased by -7.90%
Mar 31, 26
14 Squarepoint Ops LLC 2.86M (2.24%) 1.21M
Increased by +42.40%
Dec 31, 25
15 Point72 Asset Management, L.P. 2.78M (2.17%) 1.61M
Increased by +57.81%
Mar 31, 26
16 Ninety One UK Limited 2.63M (2.05%) -2.55M
Decreased by -96.97%
Dec 31, 25
17 Marshall Wace Asset Management Ltd 2.59M (2.03%) -504.43K
Decreased by -19.45%
Mar 31, 26
18 Geode Capital Management, LLC 2.53M (1.98%) 265.05K
Increased by +10.48%
Mar 31, 26
19 Balyasny Asset Management LLC 2.48M (1.94%) 663.93K
Increased by +26.76%
Dec 31, 25
20 Morgan Stanley - Brokerage Accounts 2.46M (1.93%) 754.34K
Increased by +30.62%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 11.65M (9.11%) 11.65M
Increased by +99.98%
Jun 30, 24
2 iShares Core S&P Mid-Cap ETF 4.31M (3.37%) 810.00
Increased by +0.02%
May 29, 26
3 T. Rowe Price New Horizons 4.07M (3.18%) 248.17K
Increased by +6.09%
Apr 30, 26
4 Vanguard Total Stock Mkt Idx Inv 4.05M (3.16%) 10.10K
Increased by +0.25%
Apr 30, 26
5 US Small-Cap Growth II Equity Comp 3.82M (2.99%) 2.70M
Increased by +70.54%
Mar 31, 26
6 Fidelity Contrafund 3.24M (2.53%) 2.26M
Increased by +69.73%
Apr 30, 26
7 Vanguard Small Cap Index 2.93M (2.29%) -6.27K
Decreased by -0.21%
Apr 30, 26
8 Strategic Advisers Fidelity US TtlStk 1.89M (1.48%) 36.70K
Increased by +1.94%
Apr 30, 26
9 T. Rowe Price New Horizons Tr-A 1.82M (1.43%) 1.35M
Increased by +73.85%
Mar 31, 26
10 Vanguard Small Cap Growth Index Inv 1.64M (1.28%) -1.27K
Decreased by -0.08%
Apr 30, 26
11 Fidelity Canadian Growth Company Sr B 1.60M (1.25%) 0.00
Increased by 0.00%
Dec 31, 23
12 Vanguard Institutional Extnd Mkt Idx Tr 1.43M (1.12%) 14.34K
Increased by +1.00%
Apr 30, 26
13 BlackRock Mid-Cap Growth Equity Instl 1.37M (1.07%) -54.31K
Decreased by -3.95%
Apr 30, 26
14 T. Rowe Price US Mid-Cap Growth Equity 1.30M (1.02%) 1.30M
Increased by +100.00%
Mar 31, 26
15 T. Rowe Price Mid-Cap Growth 1.30M (1.02%) -564.00
Decreased by -0.04%
Apr 30, 26
16 Fidelity Contrafund Commingled Pl Cl S 1.24M (0.97%) 803.62K
Increased by +65.05%
Apr 30, 26
17 American Century Growth Inv 1.20M (0.93%) 332.69K
Increased by +27.82%
Mar 31, 26
18 American Century U.S. Large Cap Growth 1.20M (0.93%) 332.69K
Increased by +27.82%
Mar 31, 26
19 Wasatch Core Growth 1.10M (0.86%) -333.93K
Decreased by -30.38%
Dec 31, 24
20 Dynamic Power Global Growth Class 1.08M (0.85%) -16.60K
Decreased by -1.54%
May 31, 25