Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ATFV 1.94%
2 FRTY 1.83%
3 SMCO 1.56%
4 BOUT 1.52%
5 LCLG 1.46%
6 TSME 1.41%
7 XRT 1.21%
8 PAMC 1.19%
9 JOET 1.12%
10 FXD 1.04%
11 IVOG 1.02%
12 IJK 1.00%
13 MDYG 1.00%
14 FTC 0.81%
15 RETL 0.77%
16 LSEQ 0.77%
17 IQSM 0.76%
18 MIDE 0.72%
19 QDVO 0.71%
20 MCDS 0.67%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.60M (10.65%) 219.12K
Increased by +3.32%
Mar 31, 25
2 BlackRock Inc 6.48M (10.45%) -56.18K
Decreased by -0.87%
Mar 31, 25
3 Capital Research & Mgmt Co - Division 3 5.71M (9.21%) 549.53K
Increased by +9.62%
Mar 31, 25
4 JPMorgan Chase & Co 4.75M (7.66%) 318.72K
Increased by +6.71%
Mar 31, 25
5 Morgan Stanley - Brokerage Accounts 2.91M (4.69%) 256.60K
Increased by +8.82%
Mar 31, 25
6 T. Rowe Price Investment Management,Inc. 2.38M (3.84%) -146.38K
Decreased by -6.15%
Mar 31, 25
7 State Street Corp 2.24M (3.62%) 25.31K
Increased by +1.13%
Mar 31, 25
8 State Street Corporation 2.19M (3.53%) 46.86K
Increased by +2.14%
Mar 31, 24
9 SRS Investment Management, LLC 1.27M (2.05%) 0.00
Increased by 0.00%
Mar 31, 25
10 Geode Capital Management, LLC 1.15M (1.85%) 65.75K
Increased by +5.72%
Mar 31, 25
11 Goldman Sachs Group Inc 1.12M (1.81%) -204.56K
Decreased by -18.18%
Dec 31, 23
12 Holocene Advisors, LP 1.12M (1.81%) 506.79K
Increased by +45.11%
Mar 31, 25
13 FMR Inc 1.07M (1.73%) 121.72K
Increased by +11.36%
Mar 31, 25
14 Alyeska Investment Group, L.P. 1.03M (1.66%) -19.13K
Decreased by -1.85%
Mar 31, 25
15 Massachusetts Financial Services Company 961.56K (1.55%) 5.91K
Increased by +0.61%
Mar 31, 25
16 Anomaly Capital Management, LP 961.28K (1.55%) 172.43K
Increased by +17.94%
Dec 31, 24
17 T. Rowe Price Associates, Inc. 853.97K (1.38%) -368.14K
Decreased by -43.11%
Mar 31, 25
18 1832 Asset Management L.P 824.62K (1.33%) -4.60K
Decreased by -0.56%
Jun 30, 24
19 HHG PLC 815.16K (1.31%) -23.37K
Decreased by -2.87%
Mar 31, 25
20 Coatue Management LLC 805.89K (1.30%) 406.18K
Increased by +50.40%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Franklin US Small-Mid Cap Growth Equity 2.92M (4.71%) 2.68M
Increased by +91.85%
Mar 31, 25
2 American Funds Growth Fund of Amer A 2.81M (4.53%) 492.02K
Increased by +17.53%
Mar 31, 25
3 Capital Group Growth Fnd of Amer Comp 2.81M (4.53%) 492.02K
Increased by +17.53%
Mar 31, 25
4 VA CollegeAmerica Amcap 529A 2.04M (3.29%) -797.16K
Decreased by -39.10%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 2.04M (3.28%) 25.40K
Increased by +1.25%
Apr 30, 25
6 iShares Core S&P Mid-Cap ETF 2.03M (3.28%) -6.56K
Decreased by -0.32%
Apr 30, 25
7 American Funds AMCAP A 2.03M (3.27%) -8.86K
Decreased by -0.44%
Mar 31, 25
8 Capital Group AMCAP Composite 2.03M (3.27%) -8.86K
Decreased by -0.44%
Mar 31, 25
9 Vanguard US Total Market Shares ETF 2.02M (3.26%) 1.50K
Increased by +0.07%
Sep 30, 24
10 Eaton Vance Atlanta Capital SMID-Cap I 1.60M (2.57%) 76.62K
Increased by +4.80%
Mar 31, 25
11 US Small-Cap Growth II Equity Comp 1.52M (2.46%) 1.52M
Increased by +100.00%
Jun 30, 23
12 Vanguard Mid Cap Index Institutional 1.38M (2.23%) 13.04K
Increased by +0.95%
Apr 30, 25
13 T. Rowe Price Mid-Cap Growth 1.05M (1.69%) 48.80K
Increased by +4.65%
Mar 31, 25
14 T. Rowe Price US Mid-Cap Growth Equity 1.05M (1.69%) -66.70K
Decreased by -6.36%
Mar 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 972.08K (1.57%) 5.30K
Increased by +0.55%
Apr 30, 25
16 Vanguard Growth Index Investor 883.72K (1.43%) 7.53K
Increased by +0.85%
Apr 30, 25
17 JPMorgan Equity Premium Income ETF 740.94K (1.19%) 5.10K
Increased by +0.69%
Apr 30, 25
18 MFS Mid Cap Growth A 677.50K (1.09%) 0.00
Increased by 0.00%
Mar 31, 25
19 MFS Mid Cap Growth Equity 677.50K (1.09%) -7.38K
Decreased by -1.09%
Mar 31, 25
20 Strategic Advisers U.S. Total Stock 585.48K (0.94%) 38.70K
Increased by +6.61%
Feb 28, 25