Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NUMG 2.14%
2 CGGG 2.11%
3 ATFV 1.94%
4 SMCO 1.73%
5 FRTY 1.72%
6 LCLG 1.59%
7 BOUT 1.52%
8 XRT 1.47%
9 PAMC 1.19%
10 JOET 1.12%
11 MDYG 1.09%
12 IJK 1.09%
13 IVOG 1.09%
14 FXD 1.04%
15 TSME 1.02%
16 RETL 0.92%
17 IQSM 0.85%
18 FTC 0.81%
19 MIDE 0.79%
20 LSEQ 0.77%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research & Mgmt Co - Division 3 8.61M (13.88%) 2.90M
Increased by +33.65%
Jun 30, 25
2 Vanguard Group Inc 6.55M (10.56%) -53.41K
Decreased by -0.82%
Jun 30, 25
3 BlackRock Inc 6.48M (10.45%) -56.18K
Decreased by -0.87%
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. 2.47M (3.98%) 89.66K
Increased by +3.63%
Jun 30, 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 ING Investment Management LLC 1.05M (1.69%) 618.75K
Increased by +59.10%
Mar 31, 25
15 Alyeska Investment Group, L.P. 1.03M (1.67%) -19.13K
Decreased by -1.85%
Mar 31, 25
16 Anomaly Capital Management, LP 961.28K (1.55%) 172.43K
Increased by +17.94%
Dec 31, 24
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 (1.40%) 16.83K
Increased by +1.93%
Jun 30, 25
19 Citadel Advisors Llc 865.32K (1.40%) 175.24K
Increased by +20.25%
Mar 31, 25
20 HHG PLC 830.99K (1.34%) 15.82K
Increased by +1.90%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 4.09M (6.60%) 1.29M
Increased by +31.43%
Jun 30, 25
2 Capital Group Growth Fnd of Amer Comp 4.09M (6.60%) 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%) -3.69K
Decreased by -0.18%
Jul 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 Eaton Vance Atlanta Capital SMID-Cap I 1.59M (2.56%) -9.57K
Decreased by -0.60%
Jun 30, 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 1.41M (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 Mid-Cap Growth 1.05M (1.69%) -800.00
Decreased by -0.08%
Jun 30, 25
16 T. Rowe Price US Mid-Cap Growth Equity 1.05M (1.69%) -1.20K
Decreased by -0.11%
Jun 30, 25
17 JPMorgan Equity Premium Income ETF 932.39K (1.50%) 0.00
Increased by 0.00%
Jul 31, 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 MFS Mid Cap Growth A 606.74K (0.98%) -68.76K
Decreased by -11.33%
Jun 30, 25