Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 3.42%
2 FMTM 2.99%
3 PEZ 2.67%
4 NUMG 2.23%
5 ATFV 1.94%
6 FRTY 1.72%
7 SMCO 1.71%
8 CGGG 1.53%
9 LCLG 1.52%
10 XRT 1.50%
11 MMID 1.41%
12 FXD 1.39%
13 PJFM 1.25%
14 TSME 1.20%
15 PAMC 1.19%
16 RETL 1.00%
17 IEDI 0.90%
18 JOET 0.90%
19 IQSM 0.83%
20 MIDE 0.82%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 JPMorgan Chase & Co 6.51M (10.56%) -337.04K
Decreased by -5.18%
Mar 31, 26
2 Vanguard Group Inc 6.41M (10.41%) -372.40K
Decreased by -5.81%
Dec 31, 25
3 BlackRock Inc 6.41M (10.40%) 13.65K
Increased by +0.21%
Dec 31, 25
4 Capital Research & Mgmt Co - Division 3 6.17M (10.02%) -2.31M
Decreased by -37.43%
Mar 31, 26
5 T. Rowe Price Investment Management,Inc. 2.80M (4.54%) -1.75M
Decreased by -62.65%
Mar 31, 26
6 Morgan Stanley - Brokerage Accounts 2.27M (3.68%) -304.22K
Decreased by -13.42%
Mar 31, 26
7 State Street Corp 2.23M (3.62%) 38.47K
Increased by +1.73%
Mar 31, 26
8 State Street Corporation 2.19M (3.55%) 46.86K
Increased by +2.14%
Mar 31, 24
9 Geode Capital Management, LLC 1.27M (2.06%) 38.01K
Increased by +2.99%
Mar 31, 26
10 Massachusetts Financial Services Company 1.23M (1.99%) 115.44K
Increased by +9.42%
Mar 31, 26
11 FMR Inc 1.20M (1.95%) 249.91K
Increased by +20.82%
Mar 31, 26
12 SRS Investment Management, LLC 1.16M (1.88%) 3.15K
Increased by +0.27%
Mar 31, 26
13 Citadel Advisors Llc 1.13M (1.84%) 267.74K
Increased by +23.63%
Jun 30, 25
14 Goldman Sachs Group Inc 1.12M (1.83%) -204.56K
Decreased by -18.18%
Dec 31, 23
15 Holocene Advisors, LP 1.12M (1.82%) 506.79K
Increased by +45.11%
Mar 31, 25
16 ING Investment Management LLC 1.05M (1.70%) 618.75K
Increased by +59.10%
Mar 31, 25
17 Bank of New York Mellon Corp 956.72K (1.55%) 383.67K
Increased by +40.10%
Dec 31, 25
18 Barclays PLC 935.54K (1.52%) 786.14K
Increased by +84.03%
Sep 30, 25
19 Alyeska Investment Group, L.P. 909.82K (1.48%) -375.52K
Decreased by -41.27%
Mar 31, 26
20 Capital World Investors 896.12K (1.46%) 896.12K
Increased by +100.00%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 4.09M (6.64%) 238.92K
Increased by +5.84%
Mar 31, 26
2 Capital Group Growth Fnd of Amer Comp 4.09M (6.64%) 238.92K
Increased by +5.84%
Mar 31, 26
3 Franklin US Small-Mid Cap Growth Equity 2.92M (4.74%) 2.68M
Increased by +91.85%
Mar 31, 25
4 American Funds AMCAP A 2.10M (3.42%) -196.84K
Decreased by -9.36%
Dec 31, 25
5 Capital Group AMCAP Composite 2.10M (3.42%) -196.84K
Decreased by -9.36%
Dec 31, 25
6 iShares Core S&P Mid-Cap ETF 2.10M (3.41%) -1.06K
Decreased by -0.05%
Apr 30, 26
7 VA CollegeAmerica Amcap 529A 2.04M (3.31%) -797.16K
Decreased by -39.10%
Sep 30, 24
8 Vanguard US Total Market Shares ETF 2.02M (3.28%) 1.50K
Increased by +0.07%
Sep 30, 24
9 Vanguard Total Stock Mkt Idx Inv 2.00M (3.25%) 9.21K
Increased by +0.46%
Apr 30, 26
10 American Funds Fundamental Invs A 1.69M (2.74%) 351.97K
Increased by +20.83%
Mar 31, 26
11 Capital Group Fundamental Invtrs Comp 1.69M (2.74%) 351.97K
Increased by +20.83%
Mar 31, 26
12 US Small-Cap Growth II Equity Comp 1.52M (2.48%) 1.52M
Increased by +100.00%
Jun 30, 23
13 T. Rowe Price Mid-Cap Growth 1.24M (2.02%) 0.00
Increased by 0.00%
Mar 31, 26
14 T. Rowe Price US Mid-Cap Growth Equity 1.24M (2.02%) -1.00K
Decreased by -0.08%
Mar 31, 26
15 Eaton Vance Atlanta Capital SMID-Cap I 1.15M (1.86%) -177.61K
Decreased by -15.49%
Mar 31, 26
16 JPMorgan Equity Premium Income ETF 829.68K (1.35%) -104.00
Decreased by -0.01%
Apr 30, 26
17 MFS Mid Cap Growth A 828.36K (1.35%) 35.99K
Increased by +4.35%
Mar 31, 26
18 MFS Mid Cap Growth Equity 828.36K (1.35%) 81.24K
Increased by +9.81%
Mar 31, 26
19 Vanguard Small Cap Index 724.87K (1.18%) -1.60K
Decreased by -0.22%
Apr 30, 26
20 Vanguard Institutional Extnd Mkt Idx Tr 701.90K (1.14%) 6.86K
Increased by +0.98%
Apr 30, 26