Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PJFM 2.19%
2 NUMG 2.01%
3 ATFV 1.94%
4 FRTY 1.72%
5 SMCO 1.68%
6 BOUT 1.52%
7 LCLG 1.45%
8 XRT 1.42%
9 CGGG 1.29%
10 PAMC 1.19%
11 JOET 1.12%
12 TSME 1.06%
13 RETL 1.04%
14 FXD 1.04%
15 MDYG 1.03%
16 IJK 1.03%
17 IVOG 0.96%
18 IQSM 0.81%
19 MIDE 0.80%
20 LSEQ 0.77%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research & Mgmt Co - Division 3 8.61M (13.89%) 2.90M
Increased by +33.65%
Jun 30, 25
2 Vanguard Group Inc 6.55M (10.57%) -53.41K
Decreased by -0.82%
Jun 30, 25
3 BlackRock Inc 6.48M (10.45%) -422.00
Decreased by -0.01%
Jun 30, 25
4 JPMorgan Chase & Co 5.87M (9.47%) 1.12M
Increased by +19.01%
Jun 30, 25
5 Morgan Stanley - Brokerage Accounts 2.89M (4.66%) -19.70K
Decreased by -0.68%
Jun 30, 25
6 T. Rowe Price Investment Management,Inc. 2.47M (3.98%) 89.66K
Increased by +3.63%
Jun 30, 25
7 State Street Corporation 2.19M (3.53%) 46.86K
Increased by +2.14%
Mar 31, 24
8 State Street Corp 2.16M (3.48%) -85.09K
Decreased by -3.94%
Jun 30, 25
9 SRS Investment Management, LLC 1.47M (2.38%) 201.72K
Increased by +13.70%
Jun 30, 25
10 FMR Inc 1.23M (1.98%) 158.57K
Increased by +12.89%
Jun 30, 25
11 Geode Capital Management, LLC 1.18M (1.90%) 26.87K
Increased by +2.28%
Jun 30, 25
12 Alyeska Investment Group, L.P. 1.16M (1.88%) 131.62K
Increased by +11.31%
Jun 30, 25
13 Citadel Advisors Llc 1.13M (1.83%) 267.74K
Increased by +23.63%
Jun 30, 25
14 Goldman Sachs Group Inc 1.12M (1.82%) -204.56K
Decreased by -18.18%
Dec 31, 23
15 Holocene Advisors, LP 1.12M (1.81%) 506.79K
Increased by +45.11%
Mar 31, 25
16 ING Investment Management LLC 1.05M (1.69%) 618.75K
Increased by +59.10%
Mar 31, 25
17 Massachusetts Financial Services Company 885.97K (1.43%) -75.59K
Decreased by -8.53%
Jun 30, 25
18 T. Rowe Price Associates, Inc. 870.80K (1.41%) 16.83K
Increased by +1.93%
Jun 30, 25
19 HHG PLC 830.99K (1.34%) 15.82K
Increased by +1.90%
Jun 30, 25
20 1832 Asset Management L.P 824.62K (1.33%) -4.60K
Decreased by -0.56%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 4.09M (6.61%) 1.29M
Increased by +31.43%
Jun 30, 25
2 Capital Group Growth Fnd of Amer Comp 4.09M (6.61%) 1.29M
Increased by +31.43%
Jun 30, 25
3 Franklin US Small-Mid Cap Growth Equity 2.92M (4.71%) 2.68M
Increased by +91.85%
Mar 31, 25
4 American Funds AMCAP A 2.30M (3.71%) 271.00K
Increased by +11.78%
Jun 30, 25
5 Capital Group AMCAP Composite 2.30M (3.71%) 271.00K
Increased by +11.78%
Jun 30, 25
6 iShares Core S&P Mid-Cap ETF 2.05M (3.31%) 0.00
Increased by 0.00%
Aug 31, 25
7 VA CollegeAmerica Amcap 529A 2.04M (3.29%) -797.16K
Decreased by -39.10%
Sep 30, 24
8 Vanguard US Total Market Shares ETF 2.02M (3.26%) 1.50K
Increased by +0.07%
Sep 30, 24
9 Vanguard Total Stock Mkt Idx Inv 1.98M (3.20%) -44.64K
Decreased by -2.25%
Jul 31, 25
10 US Small-Cap Growth II Equity Comp 1.52M (2.46%) 1.52M
Increased by +100.00%
Jun 30, 23
11 Eaton Vance Atlanta Capital SMID-Cap I 1.46M (2.35%) -130.43K
Decreased by -8.95%
Jul 31, 25
12 Vanguard Mid Cap Index Institutional 1.41M (2.27%) 15.14K
Increased by +1.08%
Jul 31, 25
13 American Funds Fundamental Invs A 1.18M (1.90%) 635.92K
Increased by +53.94%
Jun 30, 25
14 Capital Group Fundamental Invtrs Comp 1.18M (1.90%) 635.92K
Increased by +53.94%
Jun 30, 25
15 T. Rowe Price US Mid-Cap Growth Equity 1.05M (1.69%) -1.20K
Decreased by -0.11%
Jun 30, 25
16 T. Rowe Price Mid-Cap Growth 1.05M (1.69%) -1.90K
Decreased by -0.18%
Jul 31, 25
17 JPMorgan Equity Premium Income ETF 924.41K (1.49%) -544.00
Decreased by -0.06%
Aug 29, 25
18 Vanguard Growth Index Investor 834.71K (1.35%) 2.23K
Increased by +0.27%
Jul 31, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 676.78K (1.09%) -294.21K
Decreased by -43.47%
Jul 31, 25
20 Strategic Advisers U.S. Total Stock 610.43K (0.99%) 31.95K
Increased by +5.23%
Jul 31, 25